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Musing-Weekly Newsletter

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PC Shipments to Surge 18.1% in 2021

IDC expects the industry navigates global semiconductor shortages.  Nevertheless, other parts may create havoc for PC shipments. IDC analysts noted that the PC CPU supply is holding up as it already suffered shortages in 2019. However, the PC market faces increased risks due to lower-priced components.
 
  • Notebook panel driver ICs.
  • Audio codecs.
  • Sensors.
  • Power management ICs.
  • Those legacy components are worth watching given most of the tech industry is focused on core CPU shortages. 
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​If availability for any of those parts falter, PC sales could take a hit. Spot checks indicate that shortages are starting to impact the market. For instance, a local Best Buy had a half dozen signs up for laptop models that weren't available, and Samsung is sending out emails about shifting delivery times for its latest Galaxy Book Pro 360.

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