疫情延燒持續挹注PC需求

作者 : IDC

根據IDC最新報告中統計,2021年第一季台灣PC (包含桌上型/筆記型電腦/工作站)市場量共60.1萬台,年對年成長8.3%。

其中,筆記型電腦受惠於去年(2020)底延遲到貨的挹注,讓第一季的季對季表現首次來到16.9%,同時帶動年成長率達到22.5%,超越了2020年同期疫情開始爆發後攀升的市場需求。IDC市場分析師劉伊菡表示:「受到全球疫情影響,上游零組件供貨不穩導致廠商交期延長,通路及市場的需求未能被滿足的情況下,PC裝置的拉貨力道仍然強勁。在行動化的趨勢帶動下,筆記型電腦出貨佔總體PC市場比重再創兩年來的新高來到52.3%,而桌上型電腦出貨則呈現小幅度5.4%的年對年下滑。」 由於5月台灣疫情突然升溫,第二季居家辦公與遠距教學的PC需求再度爆發。然而受到缺貨影響多數廠商難以臨時提升進貨量能,相對之下台廠出貨調配彈性較高,會是此波PC需求下較大的受益方。IDC預估2021第二季仍難敵去年同期疫情停工後的補貨效應,台灣PC市場年對年將小幅度下滑3.5%。展望2021,PC整體市場可延續2020年的疫情效益維持1.1%的正成長。 台灣電腦顯示器(Monitor) 2021年第一季市場總量為35.6萬台,與去年同期相較成長12.3%。在上游零組件、面板缺貨與漲價的雙重因素催化之下,市場需求仍然高漲。其中因為21.5吋以下小尺寸的缺貨程度最為嚴重,23.8吋取代部份需求,年對年成長上看51.5%。 劉伊菡表示:「顯示器市場將在第二季進入缺貨的高峰,此時各原廠庫存水位將是關鍵。IDC預估2021年第二季台灣顯示器市場年成長率,將由年初預估的雙位數跌幅縮小至下滑9.6%,加上受惠於疫情爆發後的PC周邊採買效應,將提升2021整年的市場出貨量,預期2021年台灣顯示器市場年對年出貨僅微幅下滑0.9%。」 IDC研究副總監嚴蘭欣認為:「台灣內需市場在全球疫情影響下,對電腦相關設備的採買與需求一直是與全球市場連動的。在上游零組件缺貨的狀況下,各家品牌廠商亦持續與總部調配,盡力滿足國內商用與家用市場的需求。隨著5月本土疫情升溫,勢必再次引發市場另一波急單搶貨潮,如何在既有庫存與有限的供貨調度中搶得先發,將持續考驗著各家通路與品牌廠商;上游供應鏈的供貨狀態,更是左右台灣市場量能成長的主因。」  

2020年第一季~2021年第一季台灣PC與顯示器出貨量。

(來源:IDC)

         

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