Components shortages have hampered supply of Chromebooks, which have seen strong demand from users staying at home in pandemic lockdowns. But the shortages are expected to start easing in November as demand for conventional notebooks drop, freeing up components supply for Chromebooks. Pandemic-driven demand is also expected to give iPad shipments a more than 20% on-year growth in 2020. Robust demand from the IT and TV sector is also sending LCD panel pricing up. The LCD price rally will last till December.
Chromebook shortages may ease starting November: The global supply of Chromebooks has been tight due to component shortages, which nevertheless are expected to ease slightly starting November, according to sources from ODMs.
Overall iPad shipments to grow over 20% in 2020, says sources: Thanks to the coronavirus pandemic, Apple's overall iPad shipments are likely to experience an over 20% on-year growth in 2020, according to sources citing the supply chain's estimation.
LCD panel prices to keep rallying through December: LCD panel prices will continue rallying through December 2020 on robust demand from TV and IT sectors, but are likely to undergo a downward correction, albeit slightly, in the first quarter of 2021, according to industry sources.