2021年筆電市場預計成長19.2%

作者 : MIC

觀測2021年資訊產業,疫情帶來新生活常態,促使資訊產業需求成長,其中以筆電成長最高。

2020年全球筆電市場規模從過往五年約1.5~1.6億台回到2億台水準,預估2021年將增長至2.4億台,成長率達19.2%。資策會產業情報研究所(MIC)資深產業分析師魏傳虔表示,未來五年筆電市場規模將持續維持在2億台以上,主要是受惠於商用換機與新興市場需求有待滿足,不過仍須觀察缺料情形對PC出貨天花板的影響,預估此波缺料將延續至2021年底。

資策會MIC指出,受到疫情遠距工作與教學風潮影響,2020年全球桌機商用市場出貨較2019年衰退18.8%,其中電競桌機與All-in-One PC受創程度相對較小。不過,整體而言,2021年疫情與缺料問題若未能緩解,桌機市場仍有高度不確定性。伺服器部分,疫情驅動雲端運算與遠距需求上升,雲端大廠持續建造資料中心,也帶動2021年出貨,預估成長4.9%。魏傳虔指出,未來五年全球伺服器市場將因為HPC、AI與邊緣運算持續成長,而x86架構與Arm架構之間的競爭,也將加速CPU平台更新並帶動伺服器換機潮。

資策會MIC觀測資訊產業趨勢指出,採用處理器部分,未來非x86架構處理器可望逐漸擴大在資訊硬體產業的佔比。2021年筆電搭載Arm架構處理器的佔比已達一成,成長主因是上游晶片與作業軟體商的積極投入,加上Chromebook受惠於各國教育標案,市場逐步成長,可預期Arm架構市佔率也能持續提升。

除此之外,資訊產業生態系的合作模式產生改變。資策會MIC指出,面對產品多樣性與需求客製化趨勢,傳統伺服器已無法完全滿足雲端伺服器的要求,ODM direct相對傳統伺服器品牌廠的出貨比重逐年攀升,從2016年27%成長至2021年35.1%,顯示雲端服務商考量其客戶與使用者特性,從雲端服務、端點再到AI晶片皆有不同布局需求,未來產品開發將從賣方市場逐漸轉為買方市場,由應用需求端反過來影響服務商甚至硬體商。除此,可觀察到為了因應未來新局,主要的資訊產業廠商皆朝向更彈性、更有韌性的供應鏈布局,同時擴大資本支出以強化新事業。

 

 

 

 

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