Global smartphone shipments are likely to grow nearly 50% on year to 340 million units in the first quarter of 2021, driven by robust sales of Apple's iPhone 12 Pro and iPhone Pro Max as well as a ramp-up in shipments by Chinese brands to grab the market share relinquished by Huawei, according to Digitimes Research.
After hitting a new high in monthly shipments last month, the global top-5 notebook brands saw their combined shipments slip more than 10% sequentially in January due to seasonality and the fact that component shortages have shown no improvement.
Tesla is expected to sell 800,000 electric vehicles (EV) globally in 2021, increasing 60.1% on year, and the more price-friendly Models 3 and Model Y will together take up 90.4% of the volume, Digitimes Research forecasts.
The application of Open RAN (O-RAN) networks is gaining popularity worldwide, offering plenty of opportunities for Taiwan-based makers to tap into the niche market by optimizing their capabilities in the manufacture of semiconductor and electronics products.
After hitting a new high in monthly shipments last month, the global top-5 notebook brands saw their combined shipments slip more than 10% sequentially in January due to seasonality and the fact that component shortages have shown no improvement.
Combined sales of memory products (mainly DRAM and NAND flash chips) by Samsung Electronics and SK Hynix are likely to inch up 0.5% sequentially in the first quarter of 2021, Digitimes Research estimates.
Taiwan-based makers shipped 9.52 million LCD TVs globally in fourth-quarter 2020, increasing 9.8% sequentially and 12.3% on year, according to Digitimes Research.
Worldwide tablet shipments climbed to a 13-quarter high of 51.56 million units in the fourth quarter of 2020, according to Digitimes Research. However, shipments will fall 31% sequentially in the first quarter of 2021.
Smartphone shipments to the China market are expected to fall over 10% sequentially in the first quarter of 2021, after growing 19.2% in the fourth quarter of 2020, according to Digitimes Research's latest data from its smartphone tracker.
Taiwan's large-size panel shipments (excluding Sharp's) are expected to decline 7.3% sequentially in first-quarter 2021, having expanded 4.4.% sequentially and 26.5% on year to 74.76 million units in fourth-quarter 2020, according to Digitimes Research.
Global AIO (all-in-one) PC shipments will be weighed down by lingering shortages of crucial parts and components to suffer a sequential decline of 17.5% in the first quarter of 2021, having edged up 3.3% to 3.54 million units a quarter earlier, according to Digitimes Research.
