According to Strategy Analytics, global smartphone wholesale revenues will increase +13% YoY in 2021, the highest revenue growth in 6 years. Despite the economic uncertainty and dented consumer confidence caused by the coronavirus, the market will be able to bounce back in 2021, on the back of the iPhone 12 super cycle, and the migration to 5G globally. They expect global smartphone sales volume will grow + 7% YoY at 1.4B units, and global smartphone wholesale average selling price (ASP) will grow +6% to USD294 in 2021, resulting in smartphone wholesale revenue exceeding USD400B. (GizChina, Business Wire)
According to Canalys, the market shows continued strength in the worldwide PC market in 1Q21, with shipments of desktops and notebooks, including workstations, up 55% YoY, with total shipments of 82.7M units. Backlogs on orders from 2020, particularly for notebooks, were a key driver, though new demand is also a factor as smaller businesses begin their recoveries. Shipments of notebooks and mobile workstations increased 79% year on year to reach 67.8M units. (CN Beta, Canalys)
