Global smartphone shipments in the second half of 2021 did not see a growth momentum as in the first half and had experienced decline in both quarters of the period amid the resurgence of the COVID-19 pandemic and rising concerns over a potential inflation.
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.
Notebook and tablet shipments are both expected to increase from a year ago in 2020 due to demand from stay-at-home activities, while those of smartphones will slip. In 2021, notebook shipments will stay flat on year, but tablet will decline, while smartphone volumes will rise thanks to 5G's commercialization.
The coronavirus outbreak has resulted in labor shortages and shipment disruptions in China's supply chain, but Digitimes Research believes if the epidemic gets under control, China-based top-4 smartphone brands' shipments are expected to drop 19.5% on year in the first quarter of 2020, while smartphone AP shipments to China will fall 11.4% on year during the period.
The coronavirus outbreak has disrupted production and weakened consumer confidence, with all ICT sectors bracing for major declines in shipments. Digitimes Research has conducted analyses on three mobile device sectors, namely notebooks, smartphones and tablets in the wake of the outbreak. The Special Report offers the latest updates about production statuses and shipments outlook for 2020 for each of the three sectors.
Notebooks, smartphones and tablets are expected to see mixed shipment performances in 2019. Notebook shipments will grow mildly while smartphones and tablets will both see shipments drop. In 2020, only smartphone shipments are expected to grow.
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such as US-China trade tensions and Intel's CPU shortages, and Lenovo and Apple having been cutting their orders, Taiwan makers are also expected to see their related shipments to be impacted.
This Digitimes Reserch iPhone Shipment Analysis and Forecast Special Report provides an insight into Apple's pricing strategy and shipment outlook for the newly introduced iPhone models, as well as the overall iPhone lineup.
Digitimes Research estimates that 2016 was another down year for the global notebook market, with shipments dipping below 150 million. While the market will continue shrinking in 2017, the drop will be much less dramatic, as Windows 10 adoption in the enterprise will drive corporate demand. This Digitimes Special Report examines key factors in the notebook industry, including products, vendors and ODMs, that will affect total shipments in 2017 and through 2021.