China Consumer Electronics Report Q1 2015

China Consumer Electronics Report

Date of Publication: Feb 9, 2015, 90 Pages
US$1,295.00
BMI-2040-9419

Independent 5-year Consumer Electronics Industry Forecasts for China

The outlook for consumer electronics spending growth in China is strong over the medium term as incomes continue to grow and vendors tap the relatively low penetration in key device categories . An additional boost is the package of economic and social reforms announced by the government in late 2013, which should boost consumption , which had been effected to some extent by the cessation of government subsidies in 2013 . We forecast the market value will grow by 5.8 % in 2015 and we expect growth momentum will be maintained over the medium term with a CAGR of 5.2 % 2014-2018 . As incomes rise in China, consumers will spend an increasing proportion on consumer electronics devices, a trend which will be amplified by declining prices for tablets, TVs and smartphones .

Headline Expenditure Projections
  • Computer hardware sales: USD81.5bn in 2014 to USD86.4bn in 2015, +6% in US dollar terms. Tablets continue to be the outperforming device category, but in 2014 the popularity of phablets was beginning to erode growth momentum in the tablet market.
  • AV sales: USD41.0bn in 2014 to USD42.5bn in 2015, +3.5% in US dollar terms. The TV market is saturated and a trend of price erosion is limiting value growth, but there is significant potential in the games console market following the removal of the 13-year ban on the sale of such devices in China.
  • Handset sales: USD81.0bn in 2014 to USD86.4bn in 2015, +6.7% in US dollar terms. As a result of high smartphone penetration and intense competition between vendors we expect handset market value growth will continue to slow in 2015.

TABLE OF CONTENTS

Industry View
SWOT
Political
Economic
Business Environment
Industry Forecast
Table: Consumer Electronics Overview (China 2012-2018)
Macroeconomic Forecasts
Stimulus Effects Increasingly Short-Lived
Table: Economic Activity (China 2009-2018)
Industry Risk Reward Ratings
Table: Asia CE Risk/Reward Index - Q115
Market Overview
Computers
Table: PC Sales (China 2012-2018)
AV Devices
Table: AV Sales (China 2012-2018)
Mobile Handsets
Table: Mobile Communications (China 2012-2018)
Consumer Electronics Industry
Table: Computer Hardware Production, 2011-2018
Table: AV Prouction, 2011-2018
Table: Domestic Handset Production, 2011-2018
Table: Semi Conductor Demand
Competitive Landscape
International Companies
Table: Apple
Table: Foxconn (Hon Hai)
Local Companies
Table: TCL
Table: Founder Technology Group
Regulatory Development
Company Profile
Semiconductor Manufacturing International Corporation (SMIC)
Table: SMIC Revenue Breakdown (%)
Lenovo Group Ltd
Table: Revenue By Region (USDmn)
Table: Operating Margin By Region (%)
Table: Sales By Product Group (USDmn)
Table: Strategic Partnerships & Acquisitions
Demographic Forecast
Table: Population Headline Indicators (China 1990-2025)
Table: Key Population Ratios (China 1990-2025)
Table: Urban/Rural Population & Life Expectancy (China 1990-2025)
Table: Population By Age Group (China 1990-2025)
Table: Population By Age Group % (China 1990-2025)
Methodology
Industry Forecast Methodology
Sector-Specific Methodology
Sources
Risk/Reward Index Methodology
Sector-Specific Methodology
Table: Consumer Electronics Risk/Reward Index Indicators
Table: Weighting Of Indicators

 

Date of Publication:
Feb 9, 2015
File Format:
PDF via E-mail
Number of Pages:
90 Pages
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