Lenovo has put in orders to supply chains for new tablet products and panel makers are expected to have order visibility for the products throughout the end of 2014.
BOE and O-Film are some of the makers expecting to see orders remain steady throughout the fourth quarter as Lenovo tackles the market with new lower-priced solutions.
Despite the orders primarily going to China makers, supply chain sources said Lenovo is reconsidering increasing its orders to Taiwan in 2015 as China makers have been sluggish meeting shipment deadlines at times.
DisplaySearch recently said it expects global tablet shipments to reach 254 million units in 2014, up 2% on year, but far lower than its previous forecast of 14%. IDC expects the volume to grow 6.5% on year to 230 million units, also lower than its original forecast of 12.1%. |