DIGITIMES Research's findings show that application processor (AP) shipments for Chinese smartphones were sluggish during the traditional peak season in fourth-quarter 2023, with a sequential decrease of nearly 20%. Shipments already had peaked in the previous quarter for handset brand vendors in preparation for the high-season demand during the second half of the year, as well as in response to competition from Huawei's return to the 5G market, according to DIGITIMES Research's reports covering AP shipments to Chinese smartphone brands.
We are seeing the most standardized specifications of AI hardware with the launch of AI PCs, and the operating system and the apps will be key to defining the "AI" on the PCs as a genie or a white elephant, said DIGITIMES Research analyst Joyce Chen, who just recently released a report regarding AI PC.
Based on DIGITIMES Research's statistics, first-quarter 2024 global server shipments are expected to climb 1.7% sequentially and resume year-on-year growth. Leading US-based cloud service providers were keen on AI server purchases in the second half of 2023, which squeezed their budget for general-purpose servers. Going into the first quarter of 2024, they are set to start a new round of purchases for general-purpose servers, giving rise to brisk server sales despite the traditional slow season, according to DIGITIMES Research's latest server report.
Global notebook shipments, not including detachable models, went down 5.8% sequentially in the fourth quarter of 2023 due to brand vendors' promotions on older-generation notebooks to clear inventory almost at the end; CPU players' new platforms not yet ready, and weak end demand pulling back brand vendors from placing keen orders for the quarter despite being the traditional strong season, according to the latest figures from DIGITIMES Research's fourth-quarter 2023 notebook report.