Owing to the rise of the stay-at-home economy brought about by the COVID-19 pandemic, yearly Apple MacBook shipment for 2020 is expected to reach 15.5 million units, a 23.1% increase YoY, according to TrendForce’s latest investigations. Thanks to the November 11 release of the new Mac models and the Apple Silicon M1 processor, MacBook shipment is expected to set a record high in 2021 by reaching 17.1 million units and potentially growing by more than 10% YoY.
TrendForce today (Oct. 16) held its Annual Forecast 2021 event at the NTUH International Convention Center. Key summaries of the event can be found here.
Owing to a 20% increase in TV demand in North America, as well as the fact that TV brands had deferred their shipment schedules in 1H20 due to the COVID-19 pandemic, the effects of the third-quarter cyclical upturn were further compounded in 3Q20, according to TrendForce’s latest investigations. Quarterly TV shipment reached a historical high of 62.05 million units in 3Q20, which was a 38.8% increase QoQ and 12.9% increase YoY.
In this release, TrendForce provides its forecast of 10 key trends in the tech industry for 2021.
Based on sanctions imposed on Huawei by the U.S. Bureau of Industry and Security on August 17, semiconductor components containing U.S.-originated technologies or software from September 15 onward can no longer be shipped to Huawei without permission from the U.S. Department of Commerce. TrendForce indicates that Huawei has been amassing a strategic reserve of components from U.S. suppliers since 2019 in hopes of lessening the impact of the tightening trade restrictions on its device production later on. According to TrendForce’s latest analysis, Huawei’s annual smartphone production for 2020 will still reach around 170 million units. This figure is a downward correction of about 10% compared with the earlier projection of 190 million units (based on the series of export control rules levied against the company on May 15). Later revisions to the brand’s annual production volume will depend on the sufficiency status of materials.