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High-end notebook PCs will gradually replace desktop PCs; Omdia expects that Apple will be the biggest winner in this market due to its solid content creator base. #pressrelease
July 11, 2022
LONDON – New research from Omdia's Mobile PC Market Tracker has found that, after 15.5% year on year (Y/Y) decline in 2022, notebook PC shipments will return to positive growth of 1.0% in 2023 if the Russia-Ukraine war can be successfully concluded by end of 2022.
Virtual Reality/Mixed Reality (VR/MR) is set to become the driving force for future notebook growth particularly in the electric vehicle (EV) market. As the life cycle of EV development is reduced, the EV developers' market will increase. The continuous improvement of semiconductor manufacturing processes in high-end notebook PCs will see them gradually replacing desktop PCs and EV developers directly using laptops with VR/MR. If the trend is as predicted, Omdia expects that Apple will be the biggest winner in this market due to its solid content creator base.
After the US Federal Reserve's efforts to reduce the balance sheet in 2022, the new $1,2 trillion Bipartisan Infrastructure Investment and Jobs Act is intended to help stimulate the US economy alongside its ambitions to become a green energy country. However, the war in Europe and China's zero-COVID policy has impacted this ambition by causing delays in the global supply chain of electronic components and products. The uncertainty of geopolitical risks has caused investment funds to withdraw from the Asia Pacific region, further slowing the supply chain moving out from China to Southeast Asia.
Read the full press release here.
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