What They Say
Counterpoint Research in its newsletter published guidance on the PC market and said that momenum would continue to push strong sales. Premium notebook PC demand may squeeze Chromebooks. Overall, the firm expects a market for 333 million PCs this year.
In the article, the firm included an interesting comparison of component lead times in 2021 (below). The firm said that there is a 20% gap between demand and supply still at the moment. PC CPUs have improved supply in the first half however there will be no meaningful foundry capacity in 2H 2021, so lead times are unlikely to improve. It could be year before supply eases.
What We Think
DDIC chips remain in difficult supply. (BR)
