Notebook ODMs still see robust orders from clients, but productions have been seriously hampered by component shortages, with notebook shipment results vary from maker to maker in May. In the memory market, NOR flash prices are expected to surge in third-quarter 2021, stimulated by smartphone spec upgrades. According to Digitimes Research, global smartphone shipments are set to grow in 2021.
Notebook ODMs see mixed shipment results in May: Notebook ODMs have all reported their shipments for May, but with mixed performances.
NOR flash prices to soar in 3Q21: NOR flash prices are expected to rise 20-30% in the third quarter of 2021, as the memory supply becomes extremely tight, according to market sources.
Global smartphone shipments reach 650 million units in 1H21, says Digitimes Research: Worldwide smartphone shipments are likely to reach 650 million units in the first half of 2021, and shipments in the first and second quarters each will register a double-digit growth from a year earlier, according to Digitimes Research forecasts.