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CONTEXT Research Updates deliver timely insights on key market segments.

  • PCs
  • Displays
  • Imaging
  • Enterprise
  • 3D Printing

PC Research update


AMD share in Western Europe consumer PCs reaches 19% in April 2019

London, 03 June 2019 – 19% of consumer-targeted PCs sold through Western Europe’s largest distributors in April this year were based on AMD-branded processors, according to the latest distribution data published by CONTEXT, the IT market intelligence company.

Displays


The rise of large monitors in early Q2 2019 boost revenues in West Europe

London, 21 June 2019 - Revenues from desktop monitors sold through distributors in West Europe (WE) continued to grow in early Q2 2019 (April and May) by +12% year-on-year after an already strong first quarter. Larger monitors, with screens above 30", made a significant contribution, according to the latest data published by CONTEXT, the technology market intelligence company.

Imaging


Printer hardware sales through West Europe distributors down sharply in Q1 2019

London, 17 May 2019 - Printer markets have become increasingly healthy over the recent years and are currently robust, although, as always, they remain competitive. However, sales of printer hardware through distributors in West Europe (WE) were sharply down by -4.2% year-on-year in Q1 2019, according to the latest distribution data published by CONTEXT, the technology market intelligence company. This is not a surprise: the first quarter is, historically, the weakest of the year – and it is usually followed by a weak second quarter.

Enterprise


Campus LAN and Data-Centre Switches Drive European Revenues Increase

London, 11 June 2019 –  Revenues from local area network (LAN) switches sold to enterprise customers through the distribution channel in West Europe (WE) were up by +7.7% in April 2019 compared to the previous year according to the latest distribution data published by CONTEXT, the technology market intelligence company.

3D Printing


3D-printing industry sees accelerating five-year 26% CAGR materials revenue growth as annuity streams shift to manufacturing

London, 20 May 2019 – Revenues from materials for Industrial/Professional* 3D printers have surged by $4.6B over the past five years with 29.9% year-on-year growth in 2018 alone, according to new research from CONTEXT. The market looks set to better the 2013–2018 five-year CAGR of 25.98% and is on track to amass another $15B in the next five years.




AMD share in Western Europe consumer PCs reaches 19% in April 2019

London, 03 June 2019 – 19% of consumer-targeted PCs sold through Western Europe’s largest distributors in April this year were based on AMD-branded processors, according to the latest distribution data published by CONTEXT, the IT market intelligence company.

AMD share was up from 12% last year, and from 15% last quarter, with a rise in AMD PC volumes coupled to a decline in products based on Intel processors. AMD’s share in the entry-level market was even stronger: 26% of sub-€300 consumer PCs sold in April were powered by AMD processors, compared to 13% a year ago and 15% last quarter. In terms of product categories, the rise in AMD adoption was driven by notebooks: while AMD’s share of consumer desktops saw a small drop, to slightly more than 10%, 21% of consumer notebooks sold in April featured AMD processors, compared to 12% in the same month last year.

A number of vendors have recently increased their focus on AMD offerings as a consequence of the current Intel chip supply constraints. In April, most of the top vendors present in the segment including HP, Lenovo, Asus and Acer, saw a year-on-year increase in sales of consumer-targeted AMD PCs. HP was the strongest, accounting for 68% of sales of such PCs.

AMD’s presence in the commercial sector is less strong and there was a much smaller increase in share here, in spite of Intel’s supply issues. In April 2019, AMD accounted for 7.5% of commercial PC sales through Western European distributors, up 2 percentage points from April last year.

 

                         Processor vendor mix: consumer PCs, WE distribution

                        Processor vendor mix: commercial PCs, WE distribution




The rise of large monitors in early Q2 2019 boost revenues in West Europe

London, 21 June 2019 - Revenues from desktop monitors sold through distributors in West Europe (WE) continued to grow in early Q2 2019 (April and May) by +12% year-on-year after an already strong first quarter. Larger monitors, with screens above 30", made a significant contribution, according to the latest data published by CONTEXT, the technology market intelligence company.

In the first two months of the second quarter, combined sales of business- and consumer-targeted monitors were up by +9% year-on-year and sales of large monitors (> 30") grew by +57%. In Q1, the business segment was stronger but, in early Q2, WE distributors saw a +12% increase in unit sales and revenues from consumer monitors while sales of business monitors increased more slowly, by only +7% year-on-year. However, thanks to increased sales of large and premium models, the revenues generated grew more quickly and were up by +12% year-on-year.

   Desktop monitors, screen size > 30": % share of revenues and unit sales, WE distribution

   Desktop monitors, screen size > 30": revenue share by target customer, WE distribution

 

The average selling price (ASP) of large monitors exceeds €350 and, while prices of consumer models continue to decline, the ASP of business models has been growing since Q3 2018, reaching €550 in early Q2 2019.This trend has been most noticeable for vendors such as Dell and LG who have recently seen sales of more expensive 34" (ASP > €450) and 49" (ASP > €900) pick up. Other vendors, including Samsung, Philips and HP, have also witnessed increased demand for their larger business-oriented monitors.

Amongst consumers, 31.5" models dominate and sales continue to grow due to their relatively affordable price (€240). However, WE distributors are seeing increasing interest in 43" and even 49" consumer models, particularly in the retail and SMB channels, as these have lower prices than their business equivalents.

     Desktop monitors, screen size > 30": ASP by target customer, WE distribution




Printer hardware sales through West Europe distributors down sharply in Q1 2019

London, 17 May 2019 - Printer markets have become increasingly healthy over the recent years and are currently robust, although, as always, they remain competitive. However, sales of printer hardware through distributors in West Europe (WE) were sharply down by -4.2% year-on-year in Q1 2019, according to the latest distribution data published by CONTEXT, the technology market intelligence company. This is not a surprise: the first quarter is, historically, the weakest of the year – and it is usually followed by a weak second quarter.

Sales of multifunction printers (MFPs) were down by -1.7% year-on-year: even though laser MFPs saw a sharp growth of +4.6%, this was offset by the negative performance (-3.4%) of inkjet MFPs which account for almost 78% of sales in WE.

Sales of single-function printers (SFPs) registered a strong decline (-13.6%) and contributed to the overall negative performance in Q1 2019. The ongoing shift from single- to multifunction devices is likely to be further consolidated with distributors reporting that reseller demand for SFPs, particularly lower-spec models, is low.

Laser MFPs saw growth of +4.6% in Q1 2019, driven by the exceptional performance of consumer-targeted devices (sales up by +80%), especially monochrome printers (sales up by +113.1%), which is primarily due to falling ASPs as distributors use promotions and discounts to clear stock and get ready for the arrival of new models.

Consumer printers as a whole steadily increased their market share and drove overall imaging growth in Q1 2019, as they had done in 2018. Sales of business-targeted models, which account for 83% of laser MFP sales and 92.8% of revenue, dropped by -13.4% (leading to a fall in revenue of - 5.5%), mainly because the ASP is continuing to increase. This suggests companies (small and medium businesses) are replacing entry-level business-targeted models with mid- and high-level consumer- targeted devices.

Inkjet MFPs reversed the positive trend seen in 2018 with volume sales declining by -3.4% in Q1 2019. However, revenues were up by +2.3%, helped by increased sales in mid- and high-price ranges and driven by sales of monochrome and A3 devices, which saw revenue growth of +60% and +20.7% on the previous year. It is interesting to note the exceptional growth of A3 printer sales in the consumer segment (+145.4%) – another factor suggesting that SMBs are buying consumer inkjet devices with greater functionality to fulfil their commercial needs.

          Imaging unit sales and Y/Y change by category – WE distribution

     

 

Imaging sales and revenues declined in almost all WE countries in Q1 2019. Italy was the only top 5 WE country which continued to register a positive year-on-year performance in terms of both units and revenues. The increase there was driven by strong consumer sales from HP (sales up by +62%), Brother (+38%), Samsung (+15.6%) and Ricoh (+15.5%), which share 69.9% of the country’s printer market.

Spain also saw growth of both units and revenues in Q1 2019, reversing the negative trend of 2018.This positive performance was driven by mid-range and high-range consumer devices, and by brands such as Kyocera (sales up by +149.3%) and Epson (+11%), even though these have a combined market share of only just over 22%.

In the United Kingdom, where consumer confidence is low amidst Brexit-related uncertainty, last year’s positive trend was reversed and sales (units and revenues) declined in Q1 2019. There were falls in both consumer and business segments, and significant drops for brands such as Ricoh (year-on-year sales down by -90.5%), OKI (-36.8%), Epson (-34.3%), Lexmark (-9.9%), Canon (-9.1%), Xerox (-4.9%) and Brother (-3.5%), although other companies, which share 59.4% of the country’s printer market, saw smaller declines.

Germany and France continued to register negative year-on-year changes in volume sales and revenues, with strong falls in both consumer and business segments. This had an effect on all the brands which share over 94% of the printer market in these countries: Ricoh saw volume sales decrease (by -39.8%), as did Samsung (-33%), OKI (-31.4%), Kyocera (-16.7%), Epson (-15.4%), HP (-12.7%), Lexmark (-8%), Brother (-5.8%) and Canon (-3.7%).

 

     Graph - Y/Y change in imaging units sold through distributors – Top 5 WE countries

Table - Y/Y change in imaging units sold and revenue – WE distribution, Q1 2019

 

Looking ahead, the market is likely to see other changes alongside the ongoing shift from single-function to multifunction printers.

Managed print services (MPSs) that allow customers to transform their workplaces from paper to digital will continue to expand in 2019 as distributors and retailers use their partnerships with vendors to provide comprehensive, cloud-based MPS solutions to consolidate workplace printing. The emergence of enterprise Internet of Things (IoT) platforms offering asset management, fault detection, smart analytics and remote monitoring presents a broader opportunity for MPS providers to participate.

Over the next one or two years, we expect to see relatively fast growth in sales of production-standard inkjets, wide-format printers (both digital and inkjet), and digital toner-based devices. However, the five-specific print-market segments that are likely grow at a relatively higher rate are packaging and specialty packaging, labels and wrappers, signage, direct mail and point-of-purchase.

 




Campus LAN and Data-Centre Switches Drive European Revenues Increase

London, 11 June 2019 –  Revenues from local area network (LAN) switches sold to enterprise customers through the distribution channel in West Europe (WE) were up by +7.7% in April 2019 compared to the previous year according to the latest distribution data published by CONTEXT, the technology market intelligence company.

The growth was largely driven by sales of campus LAN switches, which were up by +15.4% year-on-year over the month, increasing the product segment’s revenue share to over 58% and consolidating its lead in this group. Across WE there were growing sales of a number of product families, including Cisco’s Meraki MS series switches, HPE’s Aruba, Extreme Network’s Summit, Huawei’s S5700 and Ubiquiti Networks’ UniFiSwitch, to name but a few. The speeds of switches sold are slowly but continually moving away from the 100 megabits per second (Mbps) Ethernet standard and 1,000 Mbps switches accounted for over 88% of revenues during April 2019. There was also double-digit growth in revenues from 2,500 Mbps and 10,000 Mbps products, and increasing adoption of switches with speeds of 25,000 Mbps.

                              Enterprise LAN revenue share: WE distribution

Revenues from SMB LAN switches were up by +10.5% in April, with growing demand for products from Cisco, Lancom Systems and Extreme Networks. There was double-digit growth in revenues from 1,000 Mbps devices, while those from switches with speeds of 10,000 Mbps saw single-digit growth. 
Products with speeds of 2,500 Mbps saw strong growth, but from a smaller base in the previous year.

                           Enterprise LAN Y/Y growth April 2019: WE distribution

Revenues from data-centre switches increased by +16.3% year-on-year, with the following top 10 vendors seeing growth: Cisco, HPE, Extreme Networks and Huawei. Other vendors, including Alcatel-Lucent and D-Link, saw year-on-year growth – although this was, of course, from a smaller base. Besides the double-digit revenue growth of 10,000 Mbps products, there were significant increases in revenue from switches of this type with Ethernet speeds of 25,000 Mbps and 100,000Mbps




3D-printing industry sees accelerating five-year 26% CAGR materials revenue growth as annuity streams shift to manufacturing

London, 20 May 2019 – Revenues from materials for Industrial/Professional* 3D printers have surged by $4.6B over the past five years with 29.9% year-on-year growth in 2018 alone, according to new research from CONTEXT. The market looks set to better the 2013–2018 five-year CAGR of 25.98% and is on track to amass another $15B in the next five years.

Although still a small part of the $12T manufacturing industry, the market for materials for use in 3D printing — also known as additive manufacturing (AM) — has grown strongly as the number of 3D printers installed has expanded.

From 2014 to 2018, 80.6% of global revenues for materials used in Industrial/Professional 3D printers came from polymers (plastics), while metals accounted for 13.5%. However, the latter’s share grew to 17.9% in 2018 while polymers’ dipped to 78.8%, highlighting the growing momentum of metal-based AM.

Chart 1: Five-year global Industrial/Professional materials utilisation revenues by material and process

Beyond prototyping

The AM market, like the larger general manufacturing market, is made up of sub-markets that are often aligned with unique technologies and material properties. New research, based on comprehensive and detailed analysis of what professional AM machines are used for, reveals very different core usage of materials across machine types.

The outdated idea that 3D printing is still predominantly used for prototyping is based around polymer extrusion (FDM) machines. While this technology is often the most visible, and in many people’s minds accounts for the entire market, revenue from materials for these machines was behind that from materials for resin vat photopolymerisation and polymer powder-bed fusion machines during 2014–18.

Although most material extrusion machines are still used predominantly for prototyping, other core polymer 3D-printing technologies, such as vat photopolymerisation (commonly known as SLA, DLP or DLS/CLIP) and powder-bed fusion (including traditional selective-laser sintering - SLS - and HP’s MJF), are being increasingly used for low- and mid-volume production as well as for mass customisation.

Chart 2: Global Industrial/Professional five-year material utilisation revenues ($US B) by major printing process and principal use

About the AM3DP Materials Utilisation Report

CONTEXT’s new report examines the 3D-printing materials market to reveal quarter-by-quarter utilisation of materials by machine type, process, core-material, sub-material end-market, and principal use, allowing users to examine the entire global market as well as individual processes and end markets.

The report breaks major material types for each process into key subgroups. For polymer extrusion these are ABS, ASA, FDM nylon, PLA, ULTEM; for vat photopolymerisation they are casting resin, dental resin and professional resin; and for powder-bed fusion the groupings cover materials such as PA11, PA12, PA–glass beads, PEEK, and PEKK. For AM with metals, sub-materials include aluminium, cobalt -chrome, nickel alloys, precious metals, steels and titanium; and the usage of other materials – wax, ceramics, sand, biological materials, and many more – is also examined.

The CONTEXT report is unique – not only in its level of detail and frequency, but also in its mapping of machine shipment installed base to material utilisation by key uses and end markets.

 

* Industrial/Professional machines in this context refers to machines selling for over $5,000

 

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