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Tuesday, 13 July 2021

Global demand for computers, laptops, notebooks will increase in the first quarter of 2021, growth could be curbed due to shortage of chips

 Global demand for computers, laptops, notebooks will increase in the first quarter of 2021, growth could be curbed due to shortage of chips

Global demand for computers, laptops, notebooks will increase in the first quarter of 2021, growth could be curbed due to shortage of chips


Although many industries have been affected by the Corona virus, the global demand for PCs (personal computers) has increased dramatically during the Corona period. According to market research firm Countpoint, in the first quarter of 2021, PC shipments grew at an annual rate of 45%. Lenovo has once again become No. 1 while maintaining its position. Then hp is second and Dell is third.


PC vendors expect the surplus currency in shipments to remain unchanged in the coming months. However, the shortage of chips globally has affected the production and supply chain of PCs. The global outbreak of Covid-19 last year was predicted to affect the global PC market in the second quarter of 2021.


According to Countpoint's data, Lenovo has become the leader with a 24% market share in the first quarter of 2021. HP is second with 23% market share and Dell is third with 17% market share. Apple has a 9% market share. Demand for this specialty has grown significantly as a result of online study from Work to Home, the report said. Demand for gaming notebooks has also increased. However, PC shipments in the first quarter of 2021 have declined by 14% compared to the last quarter of 2020.


The top-6 sellers will maintain their position in the market

Rising demand for computers, especially notebooks, is likely to remain unchanged in the third quarter. According to a report by Countpoint, the total market share of the top-6 vendors in shipments will be more than 85%. In 2021, the market will grow by 16.3% year on year, with 333 million shipments.


Impact of chip shortage on the market

Shipments may be affected due to chip shortages despite projected growth. The gap between order (end demand) and display driver IC (with display panel) and actual shipment of CPU is ranging from 20% to 30%, the firm said. PMICs (Power Management Integrated Circuits) and DDICs (Display Integrated Circuits) have faced the widest gap in demand and supply in the PC segment. Production times have almost doubled due to the corona virus epidemic.

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By June 2022, the situation is expected to return to normal

The PCPU supply chain will grow by June 2022, according to CountPoint. Some vendors are having difficulty meeting the demand for components such as audio codec ICs and LAN chips. The gap between demand and supply for components widened after June 2020. It still hopes to last a while. According to a report by Counterpoint, this gap may gradually return to normal by June 2022.

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