Joanne Chien, DIGITIMES Research; Joseph Tsai, DIGITIMES
Friday 24 January 2014
Recovering demand in both the enterprise and consumer segments boosted Taiwan ODMs' notebook shipments by 2.5% sequentially in the fourth quarter of 2013, slightly weaker than the worldwide growth of 4.1%. Low-price tablets, Apple's new iPads and new smartphone models did not undermine demand for notebooks as much as originally feared.
In 2018, global server shipments will grow 8.5% to reach 13.73 million units. Digitimes Research estimates server shipments worldwide will grow at a CAGR of 6.5% during the period 2017-2022, with growth mainly driven by large-scale data centers and the China market.
Digitimes Research expects global AP shipments to surpass the 1.9 billion mark in 2017, with smartphones remaining the main application. Qualcomm will be leading the market in 2017, as other players continue playing catch up and scramble for funds to invest in more diverse applications.