State Of The Hardware Market
State Of The Hardware Market B asic market forces, such as supply and demand, drive the computing industry, like any other industry. In this section, we’ll give you forecasts for several computing segments, including PCs, portables, and peripherals. We’ll also highlight the market shares of top companies in various categories.
Color Inkjet Printers U.S. Forecast
Top 10 Graphics Controller Suppliers By Market Share Units Shipped (in thousands)
ATI Technologies NVIDIA S3 Matrox SiS 3dfx Trident Microsystems STMicroelectronics 3Dlabs Intense3D
1 2 3 4 5 6 7 8 9 10
SOURCE: JON PEDDIE ASSOCIATES
U.S. Home Networking Installations U.S. Home Networking Installations
n 1998, only 994,000 homes in the United States had home networks; by 2003, that number is expected to exceed 14,000,000.
More than $400 2001
2002
2003
Subscribers To Cellular Phone Services
994 2,132
n our talk-happy nation, more than 86 million people subscribe to a cellular phone service.
I
4,089 7,083 10,742
SOURCE
Less than $100
SOURCE: IDC, SEPT. 2000
I
1998 1999 2000 2001 2002 : IDC, 2000 2003
15,000 14,000 13,000 12,000 11,000 $100 to $199 10,000 9,000 8,000 7,000 6,000 5,000 $200 to $299 4,000 3,000 $300 to $399 2,000 1,000 0 1999 2000
86,047,003 69,209,321
55,312,293
14,418
In Thousands 44,042,992
Worldwide Forecast For Handhelds Handhelds 2000 200 1 2002 2003
T
he number of handheld devices shipped is expected to nearly triple by 2003.
6,989 10,297
Total Units Shipped (in thousands)
SOURCE: DATAQUEST (JULY 2000)
33,785,661
14,897 20,506
1995
1996
1997
1998
SOURCE: CELLULAR TELECOMMUNICATIONS INDUSTRY ASSOCIATION
1999
Top 5 Portable Vendors By Market Share In 1999
*1999 Market Shares
(personal digital assistant)
SOURCE: DATAQUEST, AUGUST 2000
Worldwide Shipments Of Portable PCs 1999 Units Shipped (in thousands)
Vendor Market Share Palm 65.4% Handspring 21.6% Casio 4.4% Hewlett-Packard 3.3% NEC 2% alm has a firm grip on the PDA market, accounting for nearly two-thirds of all sales.
P
Percentage Of Homes With PCs With An Active Network
nalysts forecast that although Ethernet accounts for the majority of home-network connections today, phone line home networks should surpass them by 2001.
A
SOURCE: NPD INTELECT, JUNE 2000
11% 2% 81%
3%
3%
5%
22% 72%
3%
34% 59% 7%
2%
2% 24%
35% 56%
15%
66%
2% 18% 19% 72%
12%
Power line SOURCE: IDC, 2000
Phone line
Wireless
Ethernet
Types Of Printers In Households With Internet Access SOURCE: DATAQUEST
Leaders Sony Philips Yamaha Mitsumi
Market Share 32.2% 19.7% 11.9% 10.3%
ony, top seller of CD-RW (compact disc, rewriteable) drives, has a 32.2% share of the market, and Philips, inventor of the CD, has only a 19.7% share.
S
Top Inkjet Printer Manufacturers By Market Share In 1999 Vendor
Market Share
Units Shipped
HP
46.4%
8,927,231
Canon
16.5%
3,176,101
Epson
14.2%
2,735,985
Lexmark
13.3%
2,560,356
Compaq
6.2%
1,200,000
Other
3.4%
660,576
SOURCE: IDC, SEPTEMBER 2000
%
PC DATA, HOME PC PORTRAIT, Q2 2000
Region North America Asia (Not Including Japan) Japan Europe Latin America Other Total
Four-Year Forecast For Optical Drives DVD/CD-RW Combo Drives 2000 537 3,536 200 1 2002 2003
15,972 34,118
Total Units Shipped (in thousands)
CD-RW Drives 2000 200 1 2002 2003
28,739
Forecast For North America
39,494 45,406
Point & Shoot Digital Cameras $200-$1,000
39,438
Total Units Shipped (in thousands)
CD-ROM Drives 2000 200 1 2002 2003
123,652 122,053 114,308
Units Sold In 2000
3.1 Million
Units Sold In 2002
5.7 Million
Units Sold In 2004
8.4 Million
106,228
SOURCE: INFOTRENDS RESEARCH GROUP
SOURCE: DATAQUEST, APRIL 2000
Total Units Shipped (in thousands) SOURCE: DATAQUEST, APRIL 2000
North America PC Market Share By Vendor Vendor
1998 Market Units Shipped Share
DELL COMPAQ GATEWAY HP IBM OTHERS TOTAL
13.2% 16.7% 8.4% 7.8% 8.2% 45.7% 100.0%
4,930,200 6,120,550 3,137,400 2,913,300 3,062,700 17,068,950 37,350,000
1999 Market Units Share Shipped 17.0% 7,933,462 16.1% 7,513,455 8.9% 4,153,401 8.8% 4,106,733 7.3% 3,406,722 41.9% 19,533,651 100.0% 46,667,424 SOURCE: CAHNER’S IN-STAT, JUNE 2000
Projected Worldwide Shipments Of PCs 2000 To 2005 2000 42,453,000 11,677,000 8,387,000 22,831,000 3,644,733 15,213,139 104,205,872
2001 46,815,347 13,793,114 10,345,614 24,007,870 4,125,796 17,647,563 116,735,304
2002 56,664,376 15,799,313 12,760,983 24,374,153 4,790,433 18,213,096 128,602,354
2003 57,300,427 18,094,872 15,415,217 27,007,845 5,261,343 19,272,383 142,352,087
2004 62,627,994 17,802,294 17,527,102 30,500,433 5,874,036 25,646,355 159,978,214
2005 68,269,209 15,899,983 21,179,816 34,241,197 6,462,521 32,724,600 178,777,326
SOURCE: CAHNER’S IN-STAT, JUNE 2000
2000 O
Mosel-Vitelic 2.5%, $344
T 19.6% H E R
Samsung 20.4%, $2,854
Fujitsu 3.9%, $545 Mitsubishi 6.9%, $961
DRAM Market Share Leaders emory market leader Samsung sold more than $4 billion of DRAM (dynamic random-access memory) in 1999, with only a 22.9% share of the market.
M
Hyundai 10.8%, 1,520
Mosel-Vitelic 2.5%, $495 Micron Fujitsu 8.9%, $1,244 2.7%, $551 6.3% O NEC Mitsubishi Toshiba T 9%, 3.3%, $681 4.7%, $655 H $1,263 E Toshiba R Hitachi 4.5%, $933 6.4%, $894 Infineon Hitachi 6.9%, 5.2%, $1,080 $966 Infineon 8%, $1,665 NEC 8.3%, $1,716
Size Of Monitor In U.S. Households With Internet Access
1999 Samsung 22.9%, $4,750
Hyundai 20.3%, 4,212
Micron 16%, $3,319
SOURCE: CAHNER’S IN-STAT
Region North America Asia (Not Including Japan) Japan Europe Latin America Other Total SOURCE: PC DATA, 2000
Worldwide PC Market Share By Vendor Vendor
Market Share
Units Shipped
Vendor
COMPAQ 13.6% 13,127,400 DELL 8.2% 7,915,050 IBM 7.3% 7,046,325 HP 6.8% 6,563,700 FUJITSU 5.2% 5,019,300 OTHERS 58.9% 56,853,225 TOTAL 100.0% 96,525,000
Market Share
Units Shipped
COMPAQ 13.8% 15,518,324 DELL 10.6% 11,919,872 IBM 8.2% 9,221,033 HP 6.8% 7,646,711 FUJITSU 5.5% 6,184,839 OTHERS 55.1% 61,960,845 TOTAL 100.0% 112,451,625
SOURCE: CAHNER’S IN-STAT, JUNE 2000
Projected Revenue From DRAM Sales, 2000-2002 Leaders Toshiba MKE/Panasonic Hitachi Pioneer
Market Share 29% 21.6% 17.3% 15.2%
DRAM 2000 200 1 2002
$28.5 $40.2 $58.8 Total Revenue (in Billions)
SOURCE: CAHNER’S IN-STAT, 2000
SOURCE:DATAQUEST
Projected Shipments Of Portables 2000-2005 2000 9,318,921 2,224,115 7,144,506 4,348,830 497,009 1,690,349 25,223,730
2001 10,981,378 3,130,952 8,919,961 5,631,476 616,498 2,181,159 31,461,424
2002 13,166,094 3,949,828 10,870,467 7,697,101 779,838 3,730,393 40,193,721
2003 15,693,748 4,955,920 13,398,273 9,489,243 1,077,624 5,123,039 49,737,847
2004 18,182,321 5,021,160 15,233,836 10,996,755 1,333,370 7,660,599 58,428,041
2005 20,971,587 4,749,346 18,482,760 12,858,111 1,717,885 10,334,084 69,113,773
SOURCE: CAHNER’S IN-STAT, JUNE 2000
Color Inkjet Printers U.S. Forecast
Top 10 Graphics Controller Suppliers By Market Share Units Shipped (in thousands)
ATI Technologies NVIDIA S3 Matrox SiS 3dfx Trident Microsystems STMicroelectronics 3Dlabs Intense3D
1 2 3 4 5 6 7 8 9 10
SOURCE: JON PEDDIE ASSOCIATES
U.S. Home Networking Installations U.S. Home Networking Installations
n 1998, only 994,000 homes in the United States had home networks; by 2003, that number is expected to exceed 14,000,000.
More than $400 2001
2002
2003
Subscribers To Cellular Phone Services
994 2,132
n our talk-happy nation, more than 86 million people subscribe to a cellular phone service.
I
4,089 7,083 10,742
SOURCE
Less than $100
SOURCE: IDC, SEPT. 2000
I
1998 1999 2000 2001 2002 : IDC, 2000 2003
15,000 14,000 13,000 12,000 11,000 $100 to $199 10,000 9,000 8,000 7,000 6,000 5,000 $200 to $299 4,000 3,000 $300 to $399 2,000 1,000 0 1999 2000
86,047,003 69,209,321
55,312,293
14,418
In Thousands 44,042,992
Worldwide Forecast For Handhelds Handhelds 2000 200 1 2002 2003
T
he number of handheld devices shipped is expected to nearly triple by 2003.
6,989 10,297
Total Units Shipped (in thousands)
SOURCE: DATAQUEST (JULY 2000)
33,785,661
14,897 20,506
1995
1996
1997
1998
SOURCE: CELLULAR TELECOMMUNICATIONS INDUSTRY ASSOCIATION
1999
Top 5 Portable Vendors By Market Share In 1999
*1999 Market Shares
(personal digital assistant)
SOURCE: DATAQUEST, AUGUST 2000
Worldwide Shipments Of Portable PCs 1999 Units Shipped (in thousands)
Vendor Market Share Palm 65.4% Handspring 21.6% Casio 4.4% Hewlett-Packard 3.3% NEC 2% alm has a firm grip on the PDA market, accounting for nearly two-thirds of all sales.
P
Percentage Of Homes With PCs With An Active Network
nalysts forecast that although Ethernet accounts for the majority of home-network connections today, phone line home networks should surpass them by 2001.
A
SOURCE: NPD INTELECT, JUNE 2000
11% 2% 81%
3%
3%
5%
22% 72%
3%
34% 59% 7%
2%
2% 24%
35% 56%
15%
66%
2% 18% 19% 72%
12%
Power line SOURCE: IDC, 2000
Phone line
Wireless
Ethernet
Types Of Printers In Households With Internet Access SOURCE: DATAQUEST
Leaders Sony Philips Yamaha Mitsumi
Market Share 32.2% 19.7% 11.9% 10.3%
ony, top seller of CD-RW (compact disc, rewriteable) drives, has a 32.2% share of the market, and Philips, inventor of the CD, has only a 19.7% share.
S
Top Inkjet Printer Manufacturers By Market Share In 1999 Vendor
Market Share
Units Shipped
HP
46.4%
8,927,231
Canon
16.5%
3,176,101
Epson
14.2%
2,735,985
Lexmark
13.3%
2,560,356
Compaq
6.2%
1,200,000
Other
3.4%
660,576
SOURCE: IDC, SEPTEMBER 2000
%
PC DATA, HOME PC PORTRAIT, Q2 2000
Region North America Asia (Not Including Japan) Japan Europe Latin America Other Total
Four-Year Forecast For Optical Drives DVD/CD-RW Combo Drives 2000 537 3,536 200 1 2002 2003
15,972 34,118
Total Units Shipped (in thousands)
CD-RW Drives 2000 200 1 2002 2003
28,739
Forecast For North America
39,494 45,406
Point & Shoot Digital Cameras $200-$1,000
39,438
Total Units Shipped (in thousands)
CD-ROM Drives 2000 200 1 2002 2003
123,652 122,053 114,308
Units Sold In 2000
3.1 Million
Units Sold In 2002
5.7 Million
Units Sold In 2004
8.4 Million
106,228
SOURCE: INFOTRENDS RESEARCH GROUP
SOURCE: DATAQUEST, APRIL 2000
Total Units Shipped (in thousands) SOURCE: DATAQUEST, APRIL 2000
North America PC Market Share By Vendor Vendor
1998 Market Units Shipped Share
DELL COMPAQ GATEWAY HP IBM OTHERS TOTAL
13.2% 16.7% 8.4% 7.8% 8.2% 45.7% 100.0%
4,930,200 6,120,550 3,137,400 2,913,300 3,062,700 17,068,950 37,350,000
1999 Market Units Share Shipped 17.0% 7,933,462 16.1% 7,513,455 8.9% 4,153,401 8.8% 4,106,733 7.3% 3,406,722 41.9% 19,533,651 100.0% 46,667,424 SOURCE: CAHNER’S IN-STAT, JUNE 2000
Projected Worldwide Shipments Of PCs 2000 To 2005 2000 42,453,000 11,677,000 8,387,000 22,831,000 3,644,733 15,213,139 104,205,872
2001 46,815,347 13,793,114 10,345,614 24,007,870 4,125,796 17,647,563 116,735,304
2002 56,664,376 15,799,313 12,760,983 24,374,153 4,790,433 18,213,096 128,602,354
2003 57,300,427 18,094,872 15,415,217 27,007,845 5,261,343 19,272,383 142,352,087
2004 62,627,994 17,802,294 17,527,102 30,500,433 5,874,036 25,646,355 159,978,214
2005 68,269,209 15,899,983 21,179,816 34,241,197 6,462,521 32,724,600 178,777,326
SOURCE: CAHNER’S IN-STAT, JUNE 2000
2000 O
Mosel-Vitelic 2.5%, $344
T 19.6% H E R
Samsung 20.4%, $2,854
Fujitsu 3.9%, $545 Mitsubishi 6.9%, $961
DRAM Market Share Leaders emory market leader Samsung sold more than $4 billion of DRAM (dynamic random-access memory) in 1999, with only a 22.9% share of the market.
M
Hyundai 10.8%, 1,520
Mosel-Vitelic 2.5%, $495 Micron Fujitsu 8.9%, $1,244 2.7%, $551 6.3% O NEC Mitsubishi Toshiba T 9%, 3.3%, $681 4.7%, $655 H $1,263 E Toshiba R Hitachi 4.5%, $933 6.4%, $894 Infineon Hitachi 6.9%, 5.2%, $1,080 $966 Infineon 8%, $1,665 NEC 8.3%, $1,716
Size Of Monitor In U.S. Households With Internet Access
1999 Samsung 22.9%, $4,750
Hyundai 20.3%, 4,212
Micron 16%, $3,319
SOURCE: CAHNER’S IN-STAT
Region North America Asia (Not Including Japan) Japan Europe Latin America Other Total SOURCE: PC DATA, 2000
Worldwide PC Market Share By Vendor Vendor
Market Share
Units Shipped
Vendor
COMPAQ 13.6% 13,127,400 DELL 8.2% 7,915,050 IBM 7.3% 7,046,325 HP 6.8% 6,563,700 FUJITSU 5.2% 5,019,300 OTHERS 58.9% 56,853,225 TOTAL 100.0% 96,525,000
Market Share
Units Shipped
COMPAQ 13.8% 15,518,324 DELL 10.6% 11,919,872 IBM 8.2% 9,221,033 HP 6.8% 7,646,711 FUJITSU 5.5% 6,184,839 OTHERS 55.1% 61,960,845 TOTAL 100.0% 112,451,625
SOURCE: CAHNER’S IN-STAT, JUNE 2000
Projected Revenue From DRAM Sales, 2000-2002 Leaders Toshiba MKE/Panasonic Hitachi Pioneer
Market Share 29% 21.6% 17.3% 15.2%
DRAM 2000 200 1 2002
$28.5 $40.2 $58.8 Total Revenue (in Billions)
SOURCE: CAHNER’S IN-STAT, 2000
SOURCE:DATAQUEST
Projected Shipments Of Portables 2000-2005 2000 9,318,921 2,224,115 7,144,506 4,348,830 497,009 1,690,349 25,223,730
2001 10,981,378 3,130,952 8,919,961 5,631,476 616,498 2,181,159 31,461,424
2002 13,166,094 3,949,828 10,870,467 7,697,101 779,838 3,730,393 40,193,721
2003 15,693,748 4,955,920 13,398,273 9,489,243 1,077,624 5,123,039 49,737,847
2004 18,182,321 5,021,160 15,233,836 10,996,755 1,333,370 7,660,599 58,428,041
2005 20,971,587 4,749,346 18,482,760 12,858,111 1,717,885 10,334,084 69,113,773
SOURCE: CAHNER’S IN-STAT, JUNE 2000
