Analysis
  • Worldwide top-5 notebook brands saw combined shipments shrink 20% on month
    Worldwide top-5 notebook brands saw combined shipments shrink 20% on month but rise 7% on year in July as Intel's CPU shortages started improving and vendors continued preparing extra inventory as a precaution against US tariffs, according to Digitimes Research's latest monthly notebook update.
  • Sales of smartphone in the China market increased 22.4% sequentially
    Sales of smartphone in the China market increased 22.4% sequentially to 93.4 million units in the second quarter of 2019 as local brands were keen to roll out new models after inventories in the channels had been partly cleared out in the previous quarter, according to Digitimes Research. On a yearly...
  • Smartphone AP shipments to China surged 39.1% sequentially in the second quarter
    Smartphone application processor (AP) shipments to China vendors registered a larger-than-expected increase sequentially in the second quarter of 2019, thanks to deliveries made in advance to avoid the burden of potential tariffs from the US, according to Digitimes Research.
  • tablets
    After falling 8.7% on quarter and 11.9% on year to 32.66 million units in the second quarter of 2019, global tablet PC shipments are expected to surge 19.3% sequentially in the third quarter, thanks to the peak-season effect, the launch of new iPads, and Huawei gradually resuming normal tablet shipments,...
  • server
    Global server shipments are expected to increase 12.8% sequentially in the third quarter of 2019 with a flat on-year performance, but shipments for all of the year are likely to drop on year due to a sharp shipment decline in the first half, according to figures from Digitimes Research's latest server...
  • Huawei cuts flagship smartphone orders
    Following its decision to axe orders for its entry-level and low-end smartphones that use non-Kirin processors in May, Huawei also began cutting orders in early June for its flagship smartphones including the existing P30 series and the upcoming Mate 30 series, according to Digitimes Research senior...
  • The worldwide top-5 notebook brands saw their combined shipments rise 10% on month in May, a growth weaker than that of the same month a year ago. Although the US-China trade tensions have prompted notebook vendors to stock extra inventory, their efforts have been hampered by Intel's ongoing CPU shortages,...
  • The worldwide top-5 notebook brands saw their combined shipments rise 10% on month in May, a growth weaker than that of the same month a year ago. Although the US-China trade tensions have prompted vendors to stock up extra inventory, Intel's ongoing CPU shortages have undermined their efforts.
  • AIO PC
    Because of the US-China trade tensions and Intel's ongoing CPU shortages, worldwide all-in-one (AIO) PC shipments are expected to shrink 5% on year to arrive at only 12.8 million units in 2019, a weaker performance than expected previously, according to Digitimes Research's figures.
  • Notebook vendors and their ODMs are changing their strategies trying to cope with the shockwaves of the trade war between the world's two superpowers, which has now seen the US kick off procedures for imposing extra tariffs on notebooks imported from China.
  • Some of Taiwan's monitor makers have begun looking for suitable production sites outside of China, as they brace for the 25% tariffs on Chinese goods. But only around 23% of Taiwan's monitor shipments are expected to be impacted by the tax.
  • Samsung Electronics is expected to benefit from the US placing a 25% tariff on tablets imported from China as almost all of the Korea-based vendor's tablet manufacturing is done at its plants in Vietnam and only around 1% is supplied by its plants in China. Its largest competitor Apple is expected...
  • With the prospects of the financially-battered Japan Display (JUI) to secure new sources of funds in the Japanese market becoming dim after the company reported its fifth consecutive yearly net loss for fiscal 2018 recently, Suwa Investment Holdings, a consortium formed by Taiwan- and China-based companies,...
  • Taiwan-based makers saw their combined shipments of monitors increase 5.6% on year in the first quarter of 2019, growing for the fifth consecutive quarter. Their monitor shipments are expected to continue to grow on a yearly basis in second-quarter 2019, albeit at a slow pace in line with global trend,...
  • China-based pure-play foundries will see their combined production capacity grow at a 9.6% CAGR from 14.536 million 8-inch equivalent wafers in 2018 to 19.119 million units in 2021, according to Digitimes Research.
  • The top-5 notebook brands saw their combined shipments slip 14% on month in April, a performance stronger than that of the same month a year ago, as Chromebook demand from North America's education sector had picked up and replacement demand in the enterprise sectors in Europe and Asia remained robu...
  • The top-5 notebook brands saw their combined shipments slip only 14% on month in April, a performance stronger than that of the same month a year ago, as Chromebook demand from North America's education sector had picked up, while replacement trend in the enterprise sectors in Europe and Asia remained...
  • lcd
    Shipments of large-size (9-inch and above) LCD panels by Taiwan's makers (excluding Sharp) are set to expand 4.9% sequentially in the second quarter of 2019 despite intensive competition from China-based rivals, Digitimes Research estimates.
  • Shipments of small- to medium-size LCD panels by Taiwan makers fell 23.6% sequentially to 184 million units in the first quarter of 2019, reflecting factors including seasonality and significant reduction in shipments by financially-battered Chunghwa Picture Tubes (CPT), according to Digitimes Resea...
  • China smartphone AP shipments grew in 1Q19
    Smartphone application processor (AP) shipments in China are forecast to increase 34.6% sequentially in the second quarter, following a 25.7% decline in the first quarter, according to Digitimes Research.
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