The slowdown in economy and weak market demand have affected shipments of consumer electronic products such as PCs and smartphones in 2022-2023. Shipments of servers, datacenters, and network equipment have grown slightly due to industry policies and digital transformation needs in businesses. This report provides an overview of the development of the global economy and IT hardware industry, comprising of notebook PC, desktop PC, motherboard, server, smartphone, broadband CPE, Wi-Fi router, etc.; examines the influence of the U.S.-China conflict on the IT supply chains, including the production diversification strategy, global brands' deployment strategies in Taiwan, and how the supply chain can transform with digital tools and Net Zero targets in mind.The Global Smartphone Market Faces Challenges This Year as Demand Softens While India's Manufacturing Influence Surges in 1Q23
List of Topics
- Development of the global economy and IT hardware industry, which comprises shipment performance of the notebook PC, desktop PC, motherboard, server, smartphone, broadband CPE, Wi-Fi router industries.
- Impact of the U.S-China conflict on global IT supply chain, touching on regional production diversification strategies of global and Taiwanese brands, and supply chain transformations from the perspectives of digital tools and net zero targets.
Table of Contents
- Development of the Global Economy and the IT Hardware Industry
- Influence of the US-China Trade Conflict on Global IT Supply Chains.
- Supply Chain Transformation and Major Driving Forces
Executive Summary
The global mobile phone market is grappling with lackluster demand due to inflationary factors and an uncertain macroeconomic environment. This situation has led to reduced order visibility. However, promotional activities have aided inventory adjustments within the smartphone supply chain, resulting in gradual improvements in inventory levels during the first quarter of 2023.
Worldwide Mobile Smartphone Volume, 1Q 2021-3Q 2023
The analyst predicts that global smartphone shipments in 2023 will reach approximately 1.163 billion units, marking a 3% decline compared to the previous year. While smartphone component imports from China to the United States still dominate, there has been a remarkable growth rate of 832% in imports from India to the United States during the first quarter of 2023. In contrast, imports from China and Vietnam have experienced declines, highlighting India's growing manufacturing strength in the smartphone industry both domestically and globally.
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Amazon
- AMD
- Apple
- Applied Materials
- ASML
- Compal
- Dell
- Foxconn
- Huawei
- Inspur
- Inventec
- Loongson
- Meta
- Micron
- Microsoft
- Mitsubishi Chemical
- Nvidia
- NXP
- Pegatron
- Qualcomm
- Quanta
- Supermicro
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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