With COVID-19 becoming like the seasonal flu and having diminishing influence, Digitimes Research expects smartphone shipments to grow between 4-7% annually over the next five years, driven by smartphone users upgrading to 5G phones and feature phone users switching to low-cost smartphones in emerging markets.
Global notebook shipments are expected to come to 236 million units in 2021, once again setting a new record in history. However, the year-over-year growth will fall short of the prior year level but will still be in the two-digit range.
Large datacenter demand will remain the main growth driver for server shipments 2021 through 2026. On top of that, 5G white-box telecom datacenter demand will also spur some growth. Along with IC and component supply gradually returning to normal levels, global server shipments are projected to grow at a CAGR of 6.9%.