The global top-5 notebook brands (not including Apple) saw their combined shipments slip 28% on month and over 30% on year in July as the worsening global economy continues undermining market demand and dimming the industry's outlook, according to DIGITIMES Research's latest Notebook Tracker figures.
Thanks to the stay-at-home economy, global PC-related product shipments increased dramatically during the past two years with Taiwanese makers' motherboard shipments also picking up to over 50 million units in 2021; however, their shipments are expected to decline in 2022, according to DIGITIMES Research's figures.
The shipment share of AMD-powered servers is estimated to rise in 2023 and 2024, while that of Arm-powered serves will triple the 2020 percentage in 2024, according to the latest figures from DIGITIMES Research.
Taiwan-based brands have been on releasing new all-in-one (AIO) PCs in the second quarter of 2022, but DIGITIMES Research still anticipates an on-month decline in related shipments in the second quarter.
The global top-5 notebook brands saw combined shipments rebound 34% in May from a month ago with the lifting of COVID lockdowns in eastern China, but the volumes still went down compared to the same month a year ago amid feeble demand that constrained vendors' order pull-ins, according to DIGITIMES Research's findings.
As electric vehicle (EV) penetration rate is expected to exceed 30% in 2025, demand for EV infrastructures is growing rapidly, according to DIGITIMES Research. China, the US and the EU have all picked up pace in building charging stations and other green energy installations.
Apple has become a bellwether in the HPC chip segment by rolling out its high-performance M1 series built using advanced process at its foundry partner, but all other manufacturing segments in the semiconductor industry will also be gaining weight in the HPC era, according to Jim Hsiao, a senior analyst at DIGITIMES Research.
Apple's new iPhone SE shipments are expected to reach 30 million units in 2022, about the same as shipped volumes of 25-30 million units of its predecessor in its first year (2020) of release, according to estimation by DIGITIMES Research analysts Sean Lin and Luke Lin.
Global notebook shipments reached 247 million units in 2021, an increase of more than 20% over 2020. The annual growth rate was slightly less than that of 2020, but there was a net increase in shipments of more than 45 million units for the first time. Compared to the 150-160 million units shipped pre-pandemic, the annual shipment scale of the current market has already risen by nearly 100 million units. Now the market is wondering whether this growth will be sustainable in the future.
Companies in the Taiwanese telecom supply chain are holding conservative views about demand in the open RAN (open radio access network) market despite the growing popularity of the technology in recent years.
Digitimes Research expects the slow season to have a bigger influence on the notebook market in the first quarter of 2022 than seasonal effects had in the first quarter of 2021. Overall notebook shipments are expected to slip 10% sequentially.
Taiwan's PC monitor shipments grew 4.6% sequentially but fell 6.5% on year to 23.18 million units in the third quarter of 2021, according to Digitimes Research. Shipments are forecast to increase about 5% sequentially in the fourth quarter, as chip and component shortages improve.
In the second edition of the US-Taiwan Economic Prosperity Partnership Dialogue (EPPD), the two sides announced their cooperation on the digital economy and 5G network security. It is hoped that the fourth edition of the US-Taiwan Digital Economy Forum (DEF) will be held under the EPPD in 2022 and deepen cooperation in areas such as 5G network security, open network architecture and the free flow of information. This pledge echoes the infrastructure bill recently passed under the Biden administration at the beginning of November.
TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are expected to see their combined revenues increase about 4% sequentially in the fourth quarter of 2021, with revenues for the whole year forecast to surge 25% on year, according to Digitimes Research.
As the market penetration rate of electric vehicles (EV) continues to get higher, there are growing concerns regarding more power shortages in the future. In order to avoid EVs becoming electricity-eating monsters, companies are also starting to focus on the development of bidirectional charging capabilities.