Thanks to the stay-at-home economy brought about the by the COVID-19 pandemic, TV shipment in North America saw the start of an upturn in late March last year, while demand in the European market also gradually ramped up in 2H20, according to TrendForce’s latest investigations. On the whole, global TV shipment rebounded from rock-bottom levels in April and peaked in October 2020. Nonetheless, recent shortages in IC products from upstream semiconductor suppliers led TV brands to push back their 4Q20 shipment schedules, resulting in a global TV shipment of 217 million units in 2020, a 0.3% YoY decline.
Owing to the stay-at-home economy brought about by the COVID-19 pandemic in 2020, not only did yearly notebook computer shipment surpass 200 million units for the first time ever, but the 22.5% YoY growth was also the highest on record, according to TrendForce’s latest investigations. However, in comparison with 2Q20, during which production lines resumed operations, and notebook demand saw an uptick, the current global market is plagued by the ever-intensifying pandemic, with various countries instating border control and lockdown measures, making it impossible at the moment to accurately forecast the state of the notebook market in 2H21. Nevertheless, TrendForce currently expects global notebook shipment for 2021 to reach 217 million units, an 8.6% increase YoY. Incidentally, it should be noted that the increasing popularity of distance education has also galvanized a rising demand for Chromebooks, which have contributed substantially to the growth of the overall market. Chromebooks accounted for 14.8% of the global notebook shipment in 2020, while this rate is expected to rise to 18.5% in 2021.
Owing to the impact of the COVID-19 pandemic, global smartphone production reached a mere 1.25 billion units in 2020, a record-breaking 11% YoY decrease, according to TrendForce’s latest investigations. The top six smartphone brands ranked by production volume for 2020, in order, are Samsung, Apple, Huawei, Xiaomi, OPPO, and Vivo. The most glaring change from the previous year is Huawei’s market share.
In 3Q20, the smartphone industry benefitted from the gradual easing of pandemic containment measures worldwide, the arrival of year-end holiday season, and the expanded production targets by smartphone brands looking to capture Huawei’s lost market shares, according to TrendForce’s latest investigations. These factors together drove up global smartphone production to 336 million units in 3Q20, a 20% increase QoQ, which is the highest QoQ growth in recent years.
Owing to the shipment restrictions imposed by the U.S. government, Huawei announced on November 17 that it will sell its subsidiary Honor, including all business units and assets, in order to protect Honor’s brand equity and the livelihood of its employees, according to TrendForce’s latest investigations. Despite the change of ownership, however, “new Honor” still has to cope with the shortage of foundry capacity in 2021, leading to a forecasted market share of 2%, while Huawei’s market share is expected to reach 4%. It should be pointed out that Apple is expected to capture some demand that was previously aimed at Huawei’s high-end smartphones. At the same time, Huawei’s Chinese competitors Xiaomi, OPPO, and Vivo are expected to ramp up device production. Hence, the volume of new smartphones coming from these sources will exceed the estimated market share gap left by Huawei. Also, if the smartphone market does not have sufficient demand to accommodate the overly inflated production plans in 2021, then brands may have to readjust their production targets.