China's top-3 wafer foundries enjoyed an over 20% on-year growth in their combined revenues in 2020 and the amount is expected to increase further in 2021.
The first-half 2021 shipments are expected to come to 650 million units while whole-year 2021 shipments are estimated to arrive at 1.32 billion units, up 6.4% from the prior year.
First-quarter 2021 smartphone AP shipments to China-based vendors amounted to 212 million units, maintaining a similar level to the prior quarter and soaring 56.9% from a year ago.
First-quarter 2021 smartphone shipments to the China market amounted to 94.6 million units. The volume represented a growth of 9% quarter-over-quarter and an upsurge of 99.6% year-over-year due to a low base period in the corresponding period of 2020.
Global notebook shipments not including devices with detachable keyboards went down only 8.7% sequentially in the first quarter of 2021 as demand for education and gaming models remained robust and previously unfulfilled orders were delivered.