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科技行业的下一步是什么
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数据简介
Global demand for electronic devices is transitioning from COVID-driven surge to a more "normal" pattern.
详情描述
In 2020 and into early 2021, demand for consumer electronic (CE) devices surged due to COVID-19 related Needs For the four-quarter period ending in 1Q21, TV shipments increased 6%. For the same period, Notebook PC, Tablet PC, and Desktop Monitor shipments grew 48%, 36% and 15%, respectively. Two pandemic-related factors drove much of the growth in demand for these devices: Lockdowns + working / learning from home; and, More disposable income for many due to inability to travel, dine out, or partake in local entertainment.A balance year: 1H shortage, 2H oversupply. But the component shortage and supply chain issues sustain the panel price until the middle of 3Q21, then the market reacts to the over- supply drastically. Expected to be an over-supply period, with price collapse in 1H22, demand will increase from 2H22 and the component bottleneck will again be a factor. Price and demand elasticity is critical in 1H 2022: how much price reduction will be needed to stimulate the demand again.
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