U.S. electronic equipment shipments to decline

During the epidemic, the demand for remote work and meetings has led to an increase in demand for electronic devices such as computers and tablets, but as epidemic prevention measures in Europe and the United States are lifted, the demand for such equipment is about to decline.

Daniel , a market research company   Research   The Group released its latest " U.S. Personal Device Forecast Report 2022-2026". The report stated that shipments of work and communication electronic devices for consumers and enterprises will slowly decline to the average annual level before the epidemic .

In terms of consumer groups, DRG expects that the increased demand for home learning and entertainment will drive the growth of the electronic equipment market in 2022 , but such demand will soon decline . Companies will continue to increase employees and drive supply demand.

In terms of product types, the shipment trend of desktop computers will remain the same as before the epidemic . Shipments of consumer personal products will decline at a rate of about 4% per year . By 2026 , household penetration will drop to around 41 % . During the epidemic ( 2020 and 2021 ) , the number of enterprise desktop computer installations fell by 24% . From 2022 to 2026, the number of desktop computers installed by enterprise users will continue to decline at an annual rate of 8.6% .

By 2026, the household penetration rate of laptops will reach 82%, and the average number of laptops per household is expected to be between 1.06 and 1.07 . By 2023, the consumer replacement rate will accelerate, with the number of replacements increasing by 3.5% each year . However, due to the decrease in new users , annual shipments will still decline by 3.7% .

Affected by the epidemic, notebook purchases on the enterprise side also experienced a decline in 2020 and 2021. By 2022, its replacement rate will return to pre- epidemic levels.

Tablet shipments will decline further, and it is expected that by 2026 , the household penetration rate of tablets will drop slightly to 86.6% , and the density ( the number of tablets per household) will drop to 1.41. The share lost by tablets will be replaced by notebooks. However, on the enterprise side , the penetration rate of tablets will increase to more than 51%, but the density will drop to 6.5 per enterprise. At the same time , the demand for detachable devices ( keyboards, styluses, etc.) on the enterprise side will be much higher than on the home side .

By 2026, more than 96% of households will have at least one mobile phone, and the density per household will drop to 1.54. By the end of this year, 5G smartphones will account for 89% of total smartphone shipments, and by 2026, it will reach 99.5% .

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