According to IDC’s latest quarterly tracking report, Taiwan’s PC (including desktop/notebook/workstation) shipments in 2022 will be 2.642 million units, a 4.3% decline compared to 2021, which is the first time the PC market has fallen after the outbreak. showing negative growth. Among them, the household market was stimulated by the lack of demand for the epidemic, and its shipments decreased by 10.6% year-on-year; however, in the commercial market, benefiting from the large-scale shipments of notebook computers for education, it has achieved double-digit growth for three consecutive years, which in turn has driven The overall business PC market grew 7.2% year-over-year.
With the slowdown of the epidemic and the impact of the economic downturn, the market demand for commercial use will begin to slow down in the second half of 2022. It is expected that enterprises or individuals will still adopt a conservative attitude towards PC device purchases in 2023. IDC estimates that the overall PC market in Taiwan in 2023 The annual reduction will reach 14.5%.
Looking forward to the first quarter of 2023, Liu Yihan, a senior market analyst at IDC, said that the Lunar New Year has shortened the working day and delayed the planning of commercial market projects. In addition, the speed of destocking in general consumer channels is still slow. In order to better meet the The new 13th generation Intel CPUs are on the market. Some manufacturers continued to reduce their shipments in the first quarter due to the adjustment of old inventory levels. Among them, notebook computers were the most affected. IDC estimates that Taiwan’s notebook computers will drop by 21.4% in the first quarter. , the overall PC shipments in the first quarter fell by 17.9%.
In terms of tablet PCs, Taiwan’s tablet shipments will reach 1.488 million units in 2022, an annual increase of 37.5%, showing positive growth for two consecutive years. It mainly benefited from the Ministry of Education’s “Digital Learning Advanced Program” policy, purchasing a large number of tablets for classroom teaching purposes, driving the shipments of major brand factories, and Apple benefited the most. However, starting from the second half of 2022, due to the downturn in the economy and the impact of continued inflation, the demand for tablets has become more conservative, and the shipments of most brands have also declined, resulting in an annual decrease of 18.7% in shipments in the second half of 2022 .
Chen Huanwen, assistant market analyst at IDC, said that continuing the decline in tablet demand in the second half of 2022 and the uncertainty of the economic outlook, the demand in 2023 is still expected to be weak; Tablets, but the number should not be as large as in 2022. It is estimated that Taiwan’s tablet shipments will fall below the million-unit mark in 2023, an annual decrease of 37.9%.
In terms of smartphones, the total smartphone market in Taiwan will be 5.12 million units in 2022, an annual decrease of 5.8%. In the second half of 2022, mobile phones are mainly affected by the economic environment. The increase in the exchange rate and the pressure of inflation lead to a decrease in disposable income. Coupled with the unblocking of the epidemic, consumers are saving for domestic and foreign travel expenses, and purchase consumer electronics products. It will become more conservative and prolong the replacement cycle of mobile phones.
On the other hand, due to the tight supply of the new iPhone 14Pro series in the fourth quarter, some purchases will be delayed until the first quarter of 2023, resulting in Apple’s first decline since the outbreak of the new crown epidemic in Taiwan, and a decline of 5.7% in 2022. %.
Even though the smartphone market continues to decline, the penetration rate of 5G mobile phones is getting higher and higher. Jiang Jingting, an assistant market analyst at IDC, said that thanks to the Android camp launching mid-range to high-end 5G mobile phones with more price competitiveness to seize the market, and Apple’s price cuts to keep the iPhone 13 in parallel with the new iPhone 14 series, the market for 5G mobile phones The proportion of the number of units will increase from 78.9% in 2021 to 91.6% in 2022, and the annual growth rate of the number of units will be 9.3%.
As for the distribution of price bands in the mobile phone market, due to price competition among Apple, OPPO, and Samsung’s 5G flagship phones, which further expands the proportion of high-end phones, the distribution of price bands will return to a relatively uniform situation in 2022.
Looking forward to 2023, IDC expects that economic environment factors and prolonged replacement time will continue to affect Taiwan’s overall smartphone market, and the number of units purchased in 2023 will decline slightly by 1.4% to 5.05 million units.