IDC: The epidemic continues to drive demand for laptops, and the first half of the year will maintain double-digit growth year-on-year

According to IDC’s latest quarterly tracking report, Taiwan PCs in the first quarter of 2022 (Including desktop/notebook/workstation) shipments were 633,000 units,The year-on-year growth rate was 5.6%, achieving five consecutive quarters of positive growth performance.Although desktop computers are affected by the waning boom in the DIY desktop market,Compared with the same period of last year, it fell slightly by 0.6%, and notebook computers are still due to the 12th generation Intell The number of new CPU machines and the backlog of orders received last year showed an increase of 10.8% year-on-year.Double-digit growth.

IDC market analyst Liu Yihan said: “After the outbreak of the epidemic in May this year,The demand for distance teaching is resurgent, and the market buying gas once emerged.Coupled with the gradual recovery of the supply of upstream components and the shipment of large-scale education projects,It is expected that the notebook computer shipments in the second quarter will maintain positive growth, whether for home or business useIDC estimates that Taiwan’s notebook PCs will grow by 11.5% year-on-year in the second quarter. “However, the overall PC shipments in 2022 are still inferior to last year’s explosive growth spurred by the epidemic.Growth is expected to edge down 3.1% year-on-year.

In terms of smartphones, the total smartphone market in Taiwan in the first quarter of 2022 was 1.37 million units, a slight decline of 0.7% year-on-year. The main reason is that the launch schedule of Apple’s iPhone 12 series was delayed the previous year, which led to the peak season for the arrival of new iPhones in the first quarter of last year, and also raised the base period for 2021. This time, the iPhone 13 series was launched as scheduled in the third quarter. , which led to an 18.1% year-on-year decline in Apple’s performance in the first quarter of this year. In addition, due to the continuous tightening of 4G chips and the continuous reduction of the average selling price (ASP, Average selling price) of 5G mobile phones, the shipment share of 5G mobile phones in Taiwan’s smartphone market this quarter has increased from 71.1% in the first quarter of 2021 last year. This rose to 91.6%, with year-on-year shipment growth of 28.0%.

Jiang Jingting, assistant market analyst at IDC, said: “Mid-range models (US$200The camp has successively launched mid-range 5G mobile phones with more competitive prices to seize the market, with shipments accounting for 23.1% of the market, which is the price band with the highest market share this quarter; Driven by Samsung’s 5G flagship, shipments accounted for 21.4%, making it the second-highest price band in the market. The overall 5G smartphone market is price-adjusted, US$400 to US$1,000’s 5G products have moved closer to the upper and lower price bands, and the market has once again become polarized. “Looking ahead to this year,The polarized development of the market and the slow speed of introducing new features of mobile phones lead to the time for replacementThe increase in the number of smartphones will continue to affect the overall smartphone development in Taiwan. It is expected that in 2022,will continue to decline by 1.8%.

Yan Lanxin, deputy research director of IDC, believes: “The development of the domestic epidemic, the global supply chain,The evolution of the international political and economic environment provides the supply for the three major PC and mobile phone markets in the second half of the year.and performance indicators.Taiwan’s PC market has stimulated market purchases after two waves of epidemics last year and this year.After the gas is released, it is also necessary to observe whether the commercial demand can be sustained;The mobile phone market is not as urgent as the PC due to productivity and performance factors.In the purchase of new machines and replacement needs, it is more likely to be directly crowded out by other livelihood expenditures.and the consumption power of individuals and households. “

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