Notebooks, smartphones and tablets are expected to see mixed shipment performances in 2019. Notebook shipments will grow mildly while smartphones and tablets will both see shipments drop. In 2020, only smartphone shipments are expected to grow.
According to Digitimes Research's observation, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based semiconductor foundries showed recovery. Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics Corporation (UMC) and Vanguard International Semiconductor Corporation (VIS) together generated total revenues of US$9.13 billion in the second quarter, up 8.9% on quarter but down 2.5% on year.
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such as US-China trade tensions and Intel's CPU shortages, and Lenovo and Apple having been cutting their orders, Taiwan makers are also expected to see their related shipments to be impacted.
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange rate volatility, global smartphone application processor (AP) shipments may experience further decline in 2019, down two years in row, according to Digitimes Research estimates. Qualcomm and Hisilicon will still be able to show moderate growth in their market shares.
According to Digitimes Research statistics and analyses, 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.
This Digitimes Reserch iPhone Shipment Analysis and Forecast Special Report provides an insight into Apple's pricing strategy and shipment outlook for the newly introduced iPhone models, as well as the overall iPhone lineup.
This DIGITIMES Special Report provides insights into various aspects of the smartphone AP market, including suppliers' shipments, market shares, manufacturing processes, and the incorporating of AI in the processors.
Digitimes Research estimates total shipments of smartphone application processors (AP) worldwide will grow 1.5% on year to 1.67 billion units in 2018. The slowing growth in the smartphone market means global smartphone AP shipments will only grow at a mild pace in the next few years, reaching 1.77 billion units in 2021. The report shows that Qualcomm will continue reigning at No. 1 in terms of vendor rankings in 2018, followed by MediaTek. But in-house-developed chips by Apple, Samsung, and Huawei (Hisilicon) will see their share of shipments grow to almost 30% in 2018.
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.
This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by China's makers.