Taiwan's first-quarter 2022 notebook shipments performed weaker than expected, slipping over 20% sequentially and the lowest shipment level since the second quarter of 2020.
Global tablet shipments amounted to 37.13 million units in fourth-quarter 2021, up 5.4% from the prior quarter but down 20.2% from the prior year, as the tablet market continued to struggle with the IC shortage and the shipments came short of expectation in the traditional high season.
Taiwan's notebook shipments enjoyed better-than-expected growths in the fourth quarter of 2021, picking up over 10% sequentially, stronger than the 9% of the global average.
Global notebook shipments in the third quarter performed better than expected in July. The volumes rose 3.1% sequentially and reached more than 62 million units, the second highest level ever.
Global tablet shipments started to decline due to the component shortage. In 2022, with the component shortage easing, global tablet shipments are projected to increase 1.3% from the 2021 level.
Global notebook shipments are expected to come to 236 million units in 2021, once again setting a new record in history. However, the year-over-year growth will fall short of the prior year level but will still be in the two-digit range.
Taiwan's notebook shipments only grew 2.7% sequentially in the second quarter of 2021, as component short supply was worse than expected. The volumes were up 8.6% on year in the quarter.
Digitimes Research saw the supply-demand gaps for notebook panels, IC chips and processors all exceed 10% in the second quarter of 2021, and will see improvement in some components in the third quarter of 2021.
Global notebook shipments not including devices with detachable keyboards went down only 8.7% sequentially in the first quarter of 2021 as demand for education and gaming models remained robust and previously unfulfilled orders were delivered.
