2013年4季度大陆平板电脑AP出货量统计

受益於新品推出與平板電腦市場持續增溫4Q’13大陸平板AP出貨QoQ為8.3%影響4Q’13大陸平板電腦AP出貨量因素分析1註：星星數愈多影響程度愈高。↓表負面影響，↑表正面影響。影響因素內容分析對出貨的影響市場因素品牌華為、聯想平板電腦出貨持續增加，帶動聯發科與海思晶片出貨。★白牌因應年底歐美假日購物潮，白牌產品國外訂單持續增加。★★零組件記憶體供應回復正常。★前三大晶片廠動態全志低階單核性能不佳，後續產品遞補速度不夠。★★聯發科產品性價比高，品牌與白牌客戶需求增加。★★瑞芯微RK3168、RK3188受品牌客戶歡迎，低階RK292X順利遞補舊有單核A8產品，出貨量不斷攀升。★大陸應用處理器應用別結構20%20%40%60%80%100%2Q'123Q'124Q'121Q'132Q'133Q'134Q'13(e)平板電腦AP17.2%17.8%26.1%22.6%19.2%23.4%26.0%智慧型手機AP82.8%82.2%73.9%77.4%80.8%76.6%74.0%-50%0%50%100%150%200%-5,00010,00015,00020,00025,00030,00035,0001Q'122Q'123Q'124Q'121Q'132Q'133Q'134Q'13(e)大陸平板AP出貨8,65010,85016,70027,65023,36022,00030,49033,030QoQ25.4%53.9%65.6%-15.5%-5.8%38.6%8.3%YoY170.1%102.8%82.6%19.5%受益於新品推出與平板電腦市場持續增溫4Q’13大陸平板應用處理器出貨QoQ為8.3%3單位：千顆NANANANANA大陸平板電腦AP核心架構採用走勢40%20%40%60%80%100%2Q'123Q'124Q'121Q'132Q'133Q'134Q'13(e)ARM910.0%5.0%1.0%1.0%0.0%0.0%0.0%Cortex-A150.0%0.0%0.0%0.0%0.0%0.5%0.5%MIPS3.0%2.0%1.0%1.0%1.0%1.0%0.5%ARM1120.0%22.0%15.0%5.0%1.0%1.0%1.0%Cortex-A50.0%0.0%5.0%7.0%8.0%9.0%10.5%Cortex-A70.0%0.0%0.0%11.0%12.0%15.0%19.0%Cortex-A95.0%10.0%12.0%17.0%21.0%25.5%28.5%Cortex-A860.0%61.0%66.0%58.0%57.0%48.0%40.0%0%20%40%60%80%100%2Q'123Q'124Q'121Q'132Q'133Q'134Q'13(e)瑞芯微27.6%18.0%19.9%23.5%20.7%31.2%31.8%全志29.5%47.9%39.8%34.2%30.0%26.2%22.7%聯發科0.0%1.2%1.8%8.6%18.4%19.7%21.2%晶晨8.3%8.4%7.6%10.7%10.6%5.6%4.5%炬力1.8%1.2%12.7%4.7%4.6%4.9%5.4%威盛8.3%4.8%2.5%3.9%3.2%2.3%2.3%展訊0.0%0.0%0.0%1.5%1.6%2.0%2.1%高通0.0%0.3%0.2%1.7%1.4%1.6%2.1%NVIDIA3.7%2.4%4.0%3.2%1.8%1.3%1.8%盈方微7.4%5.4%4.0%3.4%2.8%2.0%1.8%其他13.4%10.5%7.6%4.3%4.8%3.4%4.0%4Q’13瑞芯微續任大陸平板AP出貨龍頭5大陸平板電腦AP供應商出貨比重4Q’13前三大平板電腦AP出貨廠商出貨結構分析瑞芯微2013年各季平板電腦AP出貨類型分析7國內外客戶需求推升瑞芯微4Q’13出貨QoQ為10.5%8單位：千顆NANANANANA4Q’13瑞芯微平板電腦AP產品出貨雙核以上產品佔比過半9全志4Q’13出貨QoQ衰退6.3%低價雙核嚴重缺貨導致市佔衰退10單位：千顆NANANANANANANANANA全志2013年各季平板電腦AP出貨類型分析114Q’13全志平板電腦AP產品出貨單核A13及A10仍佔過半12聯發科4Q’13平板電腦AP出貨持續攀高QoQ為16.7%13單位：千顆NANANANANANANANANA聯發科2013年各季平板電腦AP出貨類型分析144Q’13聯發科平板電腦AP出貨整合基頻功能產品佔超過7成15無整合基頻