Taiwan makers shipped 7.365 million TVs in third-quarter 2021, rising 2.9% sequentially, according to DIGITIMES Research figures. As seasonal demand pick up, Taiwan makers' TV shipments are expected to grow 9.5% sequentially in the fourth quarter.
Tablet brands will see a more stable market environment in 2022 with their shipments in the year to pick up moderately by 1.3% from 2021. Although tablet brands will start pushing into the creator market to seek more business opportunities, overall tablet shipments are still likely to shrink over the next five years until 2026, according to the figures from Digitimes Research's latest five-year (2022-2026) forecast report on the tablet industry.
Global notebook shipments are expected to experience minor declines in 2022 and 2023 as governments will start cutting their COVID-19 subsidies and stimulus checks with the easing of the pandemic, reducing overall demand for notebooks. However, the market is expected to see the next wave of shipment growth between 2024 and 2026 with upgrades to panels and hardware, according to the figures from Digitimes Research's latest five-year (2022-2026) forecast report on the notebook industry.
Global server shipments are expected to increase around 6% on year in 2022, driven primarily by order pull-ins from datacenter operators. For the short term, the growth will benefit from stabilizing supply of ICs and components and the releases of Intel's and AMD's new CPU platforms, which will stimulate replacement demand. In the long term, rising demand for cloud and 5G white-box telecom servers, as well as new hardware, will enable the global server shipments to achieve a CAGR of close to 7% during the period of 2021-2026, according to DIGITIMES Research's latest five-year (2022-2026) forecast report on the server industry.
Judging from the status of the upstream supply chain, regional markets and the COVID-19 pandemic, Digitimes Research expects global smartphone shipments to increase 4.7% on year and arrive at 1.3 billion units in 2021 and will see on-year growths between 4-7% every year in the next five years, according to the figures from Digitimes Research's latest five-year (2022-2026) forecast report on the smartphone industry.
The impact of chip shortages that are in varying degrees had a negative impact on the overall notebooks shipped by the world's top-5 notebook brands (excluding Apple) in August, which saw a 3% sequential drop, according to Digitimes Research.
Digitimes Research, on August 25, hosted an industrial trend forum covering the latest topics of the communication industry such as 5G smartphones and telecom network infrastructure to assist Taiwanese vendors to get hold of the newest trends of the industry.
Remote communication has become a norm as a result of the COVID-19 pandemic, creating business opportunities for cloud-based Unified Communications as a Service (UCaaS) video conferencing tools such as Microsoft Teams and Zoom.
South Korea's top-2 memory makers Samsung Electronics and SK Hynix are optimistic about their business performances for the second half of 2021 thanks to strong memory demand for mobile devices and servers, according to Digitimes Research.
AI speech recognition algorithm companies in China are crossing into the development of AI chips to further solidify their foothold in the market. Doing so will give the companies the ability to optimize algorithm and chip integration.
Taiwan's PC monitor shipments fell nearly 7% sequentially to 22.12 million units in the second quarter of 2021, due mainly to shortages of related components and materials, according to Digitimes Research.
The global top-5 notebook brands (not including Apple) saw their combined shipments slip 5% on month in July, due mainly to a substantial slowdown in demand from the gradually saturating education procurement sector, despite robust back-to-office orders and shipments of new consumer models, according to Digitimes Research.
TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are forecast to see their combined revenues increase over 10% sequentially in the third quarter of 2021, with revenues for the whole year estimated to climb more than 20% on year, according to Digitimes Research.
With a huge population of 1.37 billion people, a high demographic dividend, and generous subsidies for electric vehicles (EV) from both the central and state governments, India is expected to increase EV penetration rate from 1% to 10% by 2025.
