Global server shipments in the second quarter of 2021 saw a smaller sequential increase than Digitimes Research's estimated 14%, up only 9% from a quarter ago, due mainly to shortages of components such as ICs.
Global tablet shipments reached 34.69 million units in the second quarter of 2021, down 3.5% sequentially and 12.5% on year, according to Digitimes Research.
About 72.2 million smartphones were shipped to the China market in the second quarter of 2021, down 23.6% sequentially and over 20% on year, according to Digitimes Research.
Demand for unified communication solutions has significantly increased with users' rising reliance on remote communication in the wake of the COVID-19 pandemic.
Global server shipments grew only 9.2% sequentially in the second quarter of 2021, weaker than Digitimes Research's estimation of 14% growth made in April, due to shortages of components and ICs.
Taiwan's shipments of small- to medium-size LCD panels are expected to edge down 1.1% sequentially in the third quarter of 2021 after growing 11.7% in the second quarter, according to Digitimes Research.
China-based vendors shipped a total of 160 million smartphones worldwide in the second quarter of 2021, down 16.4% sequentially and 3.2% on year. But shipments will rebound to a 14% sequential increase in the third quarter, according to Digitimes Research.
About 218 million smartphone application processors (APs) were shipped to China-based handset vendors in the second quarter of 2021, up about 3% sequentially, according to Digitimes Research. Shipments are forecast to register another sequential growth of 6.9% in the third quarter.
Procurement orders from the education segment reached the peak in the second quarter, while demand for gaming and enterprise notebooks also remained robust, but worldwide notebook shipments still performed weaker-than-expected in the second quarter of 2021, as a result of worsening shortages of panels, graphics cards, ICs, and substrates.
Taiwan makers' TV shipments reached 7.16 million units in the second quarter of 2021, up 14.3% sequentially, as related makers had strengthened their component procurement via overbooking.
Unisoc will see shipments of its smartphone application processors for use by China-based handset companies climb 152% on year to 68.2 million units in 2021, enabling it to unseat HiSilicon as the third largest smartphone AP supplier, according to Digitimes Research.
Although Europe's four major telecom operators - Vodafone, Orange, Deutsche Telekom, and Telefonica - had signed memorandum of understanding on the implementation of O-RAN based networks in Europe in early 2021, Rakuten Mobile's ongoing operating losses have put uncertainty to O-RAN's future.
China's top-3 OSAT providers - Jiangsu Changjiang Electronics Technology (JCET), Tongfu Microelectronics and Huatian Technology - are expected to see their combined revenue surge over 20% on year in 2021, according to Digitimes Research.
With software defined vehicles emerging as a new trend for the auto industry, automotive operating systems and software programs will become a new field of competition in the market, prompting related players to step up the development of relevant solutions, according to Digitimes Research.
The popularity of Bluetooth LBS (location based service) apps is rising as the related applications can be used for direction-tracking or as electronic fences to trace and analyze the footprints of confirmed COVIC-19 cases, helping curb the spread of the coronavirus, Digitimes Research has found.
