With Huawei already stocking up on crucial components, the US Commerce Department's ban will not stop Huawei from providing its products and services in the short term. However, the ban has spooked consumers, enterprises and telecom operators, shaking their confidence in Huawei's ability to continue delivering quality products and services in the future.
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.
Global server shipments amounted to 3.26 million units in first-quarter 2019, down 10.7% compared to the prior quarter and 9.4% to the corresponding period of 2018.
Taiwan's notebook shipments were weaker than expected in the first quarter of 2019, down 16.3% sequentially and nearly 3% on year to come to 26.3 million units.
Smartphone AP shipments to China slid 29.3% sequentially in first-quarter 2019 under the influence of system integrators' inventory adjustment and fewer working days.
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.
Smartphone application processor (AP) shipments to China in fourth-quarter 2018 declined 10% quarter over quarter with system manufacturers adjusting shipment targets downward.
China smartphone market experienced a sluggish fourth-quarter in 2018 amid a weakening economy, instead of strong domestic demand in the period - traditionally a high season.
