As a result of the feeble smartphone sales in their home market China and inflation-induced smartphone purchases reduction by overseas consumers, Chinese smartphone brands, to lower channel inventory levels, stayed conservative with their global shipments in the third quarter of 2022 with combined volumes amounting to around 140 million units in the quarter, down 5.5% sequentially and 18.2% on year, according to the latest figures from DIGITIMES Research's Smartphone Tracker.
The tech war between the US and China is growing fiercer, prompting Taiwanese server ODMs to accelerate their pace to move parts of their capacities out of China, and ODMs' shares of capacity from outside of China are expected to rise to nearly 50% by 2023, according to DIGITIMES Research' latest finding.
Taiwan's PC monitor shipments went down 17.5% sequentially and 18.1% on year to arrive at only 19 million units in the third quarter and the volumes will slip further in the fourth quarter, rounding out the annual volumes in 2022 to 132 million units, down 9.2% on year.
Global tablet shipments reached 38.4 million units in the third quarter of 2022, slightly better than DIGITIMES Research originally anticipated, driven mainly by increased orders from Apple, which saw tablet shipments disrupted by China's COVID-19 lockdowns implemented in cities of the Yangtze Delta, and other brand vendors' keen promotions on tablets, according to DIGITIMES Research's latest figures.
The global top-5 notebook brands' combined shipments (not including Apple) went down 13% from a month ago and nearly 40% on year in October due to the slow inventory digestion at the consumer retail channel and ongoing shrinkage of demand from the enterprise and education sectors.
The global top-5 notebook brands' combined shipments (not including Apple) went down 13% from a month ago and nearly 40% on year in October due to the slow inventory digestion at the consumer retail channel and ongoing shrinkage of demand from the enterprise and education sectors.
Shipments of application processors (APs) used in smartphones released by China-based brands went up 10.2% sequentially, but down 19.4% on year to reach 199.5 million units in the third quarter of 2022, according to DIGITIMES Research's latest figures from the China Smartphone AP tracker.
Global server shipments went up 4.3% sequentially in the third quarter of 2022 due to rising demand from public cloud services providers and server brand vendors as well as ODMs' deferred orders from the previous quarter, according to DIGITIMES Research's latest figures from the Server Tracker.
The US government launched a new series of control of semiconductor export to China earlier in October - the move is expected to limit the country in designing and obtaining high-performance computing (HPC) chips and restrict the technologies to benefit Chinese AI and supercomputer development, preventing their use in strengthening Chinese military and conducting activities in violation of human rights.
China Association of Automobile Manufacturers (CAAM) has unveiled Chinese automakers' combined domestic auto sales and export volumes for the first nine months of 2022 with the export volumes doubled from a year ago. Although China's automotive industry is much less renowned, Chinese automakers' keen development of EVs is expected to boost their competitiveness in the global automotive market.
DIGITIMES Research expects global smartphone shipments in the third and fourth quarter of 2022 to both drop over 10% on year, resulting in declines for six quarters straight, according to DIGITIMES Research's latest figures from the Smartphone tracker.
Autonomous driving chip developers, based on their business types, can be separated into four major camps – automotive chip IDM/designers, ICT chip companies, emerging automotive chip developers, and automakers with an in-house chip R&D team – with each having its advantages in competitions, according to DIGITIMES Research's analysis.
