[CNMO News] Due to the impact of the epidemic, the "home economy" has become increasingly popular in recent years, and many industries including short videos and games have developed rapidly. Influenced by the working-from-home, online classes and gaming industries, global laptop

[CNMO News] Due to the impact of the epidemic, the "home economy" has become increasingly popular in recent years, and many industries including short videos and games have achieved rapid development. Influenced by the working-from-home, online classes and gaming industries, global laptop shipments reached 246 million units in 2021, setting a record high. However, according to the forecast of TrendForce, a well-known data agency, due to the gradual recovery of vaccination and the global economy, related demand has gradually converged, and shipments in 2022 will drop by 3.3% year-on-year, slightly downward to 238 million units.

Lenovo Laptop

TrendForceTrendForce further stated that Chromebook market share will drop from 15.2% in 2021 to 12.3% in 2022. The reason for this prediction is that demand derived from home economic effects such as remote office and teaching has declined, which will affect Chromebook sales. However, considering that the material shortage of ICs in mature processes is still severe, the backlog of orders has been delayed until the first quarter of 2022, and the off-season is expected to not be slow. Compared with the average quarterly recession of 15% in previous years, TrendForce estimates that it will shrink to less than 10%.

Global laptop shipments and annual growth rate

It is worth noting that due to the shortage of container ships and the problem of Serbia Port, both of which have led to a longer transportation time. The shipping time from the manufacturing site, mainland China to the United States has increased to two to three times the original one compared with before the epidemic. Although laptop brands have shipped in advance and raised the proportion of air freight, the transportation time is still beyond expectations, which may cause downstream customers to repeatedly place orders, resulting in the ultimate inventory surge, resulting in the risk of subsequent order cuts. In addition, when this wave of commercial replacements driven by office restarts is also a major variable that affects laptop demand in 2022.