The impact of chip shortages that are in varying degrees had a negative impact on the overall notebooks shipped by the world's top-5 notebook brands (excluding Apple) in August, which saw a 3% sequential drop, according to Digitimes Research.
Taiwan's PC monitor shipments fell nearly 7% sequentially to 22.12 million units in the second quarter of 2021, due mainly to shortages of related components and materials, according to Digitimes Research.
The global top-5 notebook brands (not including Apple) saw their combined shipments slip 5% on month in July, due mainly to a substantial slowdown in demand from the gradually saturating education procurement sector, despite robust back-to-office orders and shipments of new consumer models, according to Digitimes Research.
TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are forecast to see their combined revenues increase over 10% sequentially in the third quarter of 2021, with revenues for the whole year estimated to climb more than 20% on year, according to Digitimes Research.
With a huge population of 1.37 billion people, a high demographic dividend, and generous subsidies for electric vehicles (EV) from both the central and state governments, India is expected to increase EV penetration rate from 1% to 10% by 2025.
Global server shipments in the second quarter of 2021 saw a smaller sequential increase than Digitimes Research's estimated 14%, up only 9% from a quarter ago, due mainly to shortages of components such as ICs.
Taiwan's shipments of small- to medium-size LCD panels are expected to edge down 1.1% sequentially in the third quarter of 2021 after growing 11.7% in the second quarter, according to Digitimes Research.
China-based vendors shipped a total of 160 million smartphones worldwide in the second quarter of 2021, down 16.4% sequentially and 3.2% on year. But shipments will rebound to a 14% sequential increase in the third quarter, according to Digitimes Research.
About 218 million smartphone application processors (APs) were shipped to China-based handset vendors in the second quarter of 2021, up about 3% sequentially, according to Digitimes Research. Shipments are forecast to register another sequential growth of 6.9% in the third quarter.
Procurement orders from the education segment reached the peak in the second quarter, while demand for gaming and enterprise notebooks also remained robust, but worldwide notebook shipments still performed weaker-than-expected in the second quarter of 2021, as a result of worsening shortages of panels, graphics cards, ICs, and substrates.
Unisoc will see shipments of its smartphone application processors for use by China-based handset companies climb 152% on year to 68.2 million units in 2021, enabling it to unseat HiSilicon as the third largest smartphone AP supplier, according to Digitimes Research.