China's Mobile Hard Drives Achieve
Steady 2Q08 Growth
September 18,
2008China's 2Q08 mobile hard drive (HD) shipments
reached 690.6 thousand, up 28.0% YOY, while revenues reached 510.9 million
Yuan, up 13.2% YOY. Vendors such are Lenovo were able to leverage their
Olympic sponsorship to incorporate Olympic elements into its products.
|
Mobile Hard
Drive |
2Q07 |
2Q08 |
YOY Growth
(%) |
|
Shipments ((thousands) |
539.5 |
690.6 |
28.0% |
|
Revenues
(millions Yuan) |
451.2
|
510.9 |
13.2% |
source: ccid
consulting, July 2008
Lenovo leverages its Olympic
sponsorship to provide differentiated products.
In 2Q08, the top vendors continue to
dominate, as Lenovo, Aigo, Newman, Travelstar and BenQ account for 80% of
China's total market. Product differentiation is the important factor to win
market share. Lenovo's Olympic-inspired products provide that edge and
resulting dramatic YOY growth, as well as its commemorative aspects
important to many Chinese.
|
Vendor |
2Q07
Shipments (thousands) |
2Q07
Shipment Share (%) |
2Q08
Shipments (thousands) |
2Q08
Shipment Share (%) |
YOY Growth
(%) |
|
Lenovo |
33.1 |
6.1% |
184.7 |
26.7% |
458.0% |
|
Aigo |
114.8 |
21.3% |
173.8 |
25.2% |
51.4% |
|
Newman |
95.5 |
17.7% |
85.0 |
12.3% |
-11.4% |
|
Travelstar |
51.1 |
9.5% |
60.5 |
8.8% |
18.4% |
|
BenQ |
32.6 |
6.0% |
53.1 |
7.7% |
62.9% |
|
Others |
212.4 |
39.4% |
133.5 |
19.3% |
-37.1% |
|
Total |
539.5 |
100.0% |
690.6 |
100.0% |
28.0% |
source: ccid
consulting, July 2008
Capacities
continue to increase.
Larger capacity
mobile HD is the inevitable trend. 160G capacities have the larges share in
China, accounting for 46.6% of total shipments. As with flash memory,
product upgrades and intense vendor competition have further driven down
prices, making larger capacities more affordable. However, adding Olympic
elements to product has provided differentiation..
|
Capacity |
2Q08 Shipment Share (%) |
|
Below 80G |
3.9% |
|
80G |
10.8% |
|
100G |
5.4% |
|
120G |
18.2% |
|
160G |
46.6% |
|
Above 160G |
15.1% |
|
Total |
100.0% |
source: ccid
consulting, July 2008
Combined with flash memory, total China
mobile storage devices reached 5.59 million, with revenues reaching 1.08
billion Yuan. See Dramatic 2Q08
Flash Memory Growth In China As Price Declines Continue for 2Q flash
memory CCID INSIGHT.
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other China-related data, information and products.
Unless otherwise specified,
all information provided is sourced from CCID Consulting.
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