Global tablet shipments started to decline due to the component shortage. In 2022, with the component shortage easing, global tablet shipments are projected to increase 1.3% from the 2021 level.

With COVID-19 becoming like the seasonal flu and having diminishing influence, Digitimes Research expects smartphone shipments to grow between 4-7% annually over the next five years, driven by smartphone users upgrading to 5G phones and feature phone users switching to low-cost smartphones in emerging markets.

Global notebook shipments are expected to come to 236 million units in 2021, once again setting a new record in history. However, the year-over-year growth will fall short of the prior year level but will still be in the two-digit range.

Large datacenter demand will remain the main growth driver for server shipments 2021 through 2026. On top of that, 5G white-box telecom datacenter demand will also spur some growth. Along with IC and component supply gradually returning to normal levels, global server shipments are projected to grow at a CAGR of 6.9%.

Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud service operators, while global server shipments will pick up 5.6% on year.

China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role to industrial and national development is clear amid the country's trade war with the US. This Digitimes Research Special Report reviews the results of China's efforts to build its semiconductor ecosystem during the 13th 5-year Plan (2015-2020), and looks at the plans set out in its 14th 5-year Plan (2021-2025) to raise China's IC self-sufficiency.

Global large-size LCD panel shipments will fall at a CAGR of -0.3% 2020 through 2025, while shipments of small-to-medium-size panels will be at 0.14%.

Notebook and tablet shipments are both expected to increase from a year ago in 2020 due to demand from stay-at-home activities, while those of smartphones will slip. In 2021, notebook shipments will stay flat on year, but tablet will decline, while smartphone volumes will rise thanks to 5G's commercialization.