2020
smart phoneThe decline in the market is mainly due to the reduction of production related to COVID-19.The decline in the current smart hand is due to weak demand.
Data from IDC shows that intelligent in 2023
cell phoneThe shipment was 269 million, which was the level of nearly ten years since the third quarter of 2013 in the third quarter of 2013.IDC is expected to decrease by 3%in the June forecast in 2023.
however, we may have reached the bottom of the decline.IDC is expected to fall by 14.5% year -on -year in the 2023 quarter, and after the fourth quarter of 2023, it decreases 18.3% year -on -year.The prediction of IDC for the second quarter of 2023 has not been announced, but Canalys is expected to decrease 11%year -on -year in the second quarter of 2023.
This may mean that the economic recession has bottomed out and began to recover.By the fourth quarter of 2023, smartphones may grow positively year -on -year.
After many years of shipments have been flat or even decreased, individuals
computerIn 2020, it experienced the prosperity related to the COVID-19.After reaching a peak of 57% in the 2021 quarter, PC shipments changed steadily year -on -year, and fell to a low 29% low in 2023.IDC is expected to be 56.9 million PC shipments in the 2023 quarter, which is a level since the PC shipping volume of 54.1 million units in the 2020 quarter.
IDC's prediction of the second quarter of 2023 shows that the recovery of recovery, personal computers decreased by 13%year -on -year, and 29%decreased in 2023.In the second quarter of 2023, personal computer shipments increased by 8.3% compared with the 2023 quarter, which was a strong quarter -month growth in the fourth quarter of 2020.
IDC's PC forecast in June was 14%in 2023.In the second half of 2023, it is necessary to increase 12% over the first half of the year to meet the decline of 14% throughout the year.This situation seems to be reasonable because it only needs about 5% to 6% quarter -quarter growth.Personal computer sales may return to positive growth year -on -year in the fourth quarter of 2023 or 2024.
China is the world
electronicProduct producers -including television, mobile phone and personal computers.Chinese production data showed that it improved.The average unit production in May 2023 compared with the same period last year, the color TV increased by 8%after negative changes in the 2023 quarter.
mobile phones fell 3.3%, which improved from the double -digit volume from January and February 2023.Personal computers are still weak and decreased by 17%, but more than 20% of the beginning of 2023 have improved.The total output of Chinese electronic products calculated based on local currency (RMB) showed a positive value in May, and the average change in three months was 1.0%compared to a year ago.In the first three months of 2023, the changes in electronic products have increased negatively.
The production data of electronic products in other important countries in Asia show different trends.Japan rebounded from the weakness of 2022, and in April 2023, the average growth rate of three months was 8.4%, which changed from a year ago.In contrast, Taiwan experienced a strong growth in 2022, but slowed to 5.1%in April 2023.
Vietnam also showed strong growth in 2022, but in February 2023, it turned to negative growth.Vietnam fell 10.8%in May 2023, but slightly improved in June, a decrease of 7.8%.The output of Korean electronic products has been fluctuating, and double -digit growth has occurred at the end of 2022, but in May to
12.4%。
In the past few months, the production of electronic products in 27 countries and the United States of 27 countries (EU) has been in a slowdown trend.Compared with one year ago, the average three -month change in the United States reached a peak value of 8.1%in November 2022, and then decreased every month, reaching 2.8%in April 2023.
EU ’s 27 countries' output growth rate reached a peak of 22%in October 2022, and then slowed to 4.2%in April 2023.The growth rate of British output decreased from 17%in October 2022, but it remained within the range of 8%to 11%in the first five months of 2023.
The recent improvement of the electronics market is far from determined.The global economy is expected to be generally weak in the second half of 2023.Trading Economics is expected to slow from 2.0% in 2023 and 1.9% in the second quarter to 0.1% in the third quarter, and then rebounded to a mild 0.6% growth in the fourth quarter.
It is expected that the euro zone and the British GDP will be relatively low in the second half of 2023, between 0.1%and 0.4%.The GDP growth rate is expected to be lower than the first half of the year in the second half of 2023.Japan should be slightly lower than the first half of the year in the second half of 2023.
The good news is that we may have reached the low point of the downturn in electronic products.However, recovery may be slow.Significant growth recovery may not occur before 2024.