Jibang Consulting: Home economic effect withdrew, and laptop shipments are expected to decline by 3.3% this year

IT Home January 15 news, TrendForce Jibang Consulting published an article on January 14 to warm up the 2022 notebook market. The agency said that in 2021, global laptop shipments reached a record high of 246 million units driven by the epidemic. However, as the growth slowdown and the home economic effect caused by the new crown withdrew, laptop shipments are expected to decline by 3.3% in 2022, and the expected number is 237.9 million units.

Jibang Consulting said that Chromebook shipments accounted for 15.2% in 2021, and the proportion will be reduced to 12.3% in 2022. Chromebook was affected by the end of the Japanese government's education bid and the increasing saturation of the US market ownership, and shipments in the second half of 2021 fell sharply by nearly 50%.

In the fourth quarter of 2021, benefiting from the resumption of offline offices in Europe and the United States, driving commercial demand, the global notebook market shipments hit a full-year high of 64.6 million units.

IT Home learned that the current shortage of parts in the notebook market is still continuing, and there is a shortage of container ships and port problems in shipping, resulting in longer transportation times. Jibang Consulting said that the shipping time from the place of manufacture Chinese mainland shipment to the United States has increased by two to three times compared with the original before the epidemic. However, the transportation time is still beyond expectations, which may cause the supply chain to face repeated orders from downstream customers, resulting in the final inventory rushing, resulting in the risk of subsequent order cutting.

TrendForce Jibang Consulting pointed out that in the past, due to the small number of working days during the Lunar New Year and the problem of Chinese mainland shortage of workers, brand operators will mostly require foundries to rush to produce and ship before the Spring Festival, even if the terminal demand changes are not obvious, but from March will start the end of the quarter sprint of the first quarter, if the demand changes at that time, it will lead to the terminal channel inventory soaring and the demand repaired, and return to the normal replacement cycle.