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Although second-quarter 2019 was the traditional peak season for the small- to medium-size panel industry, Taiwan's shipments still dipped 2.7% sequentially and 42.9% on year to reach only 178.72 million units.
Global AIO PC shipments will continue shrinking in 2019. With issues such as US-China trade tensions and Intel CPU shortages, and Lenovo and Apple having been cutting their orders, Taiwan makers are also expected to see their related shipments to be impacted.
According to Digitimes Research, Taiwan-based server vendors, including suppliers of motherboards, end systems, storage devices and related network equipment, continue to enjoy growth in 2018. In terms of volume, global server shipments will show continuing growth throughout 2018 and 2019.
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange rate volatility, global smartphone AP shipments may experience further decline in 2019, down two years in row, according to Digitimes Research estimates.