What They Say
Digitimes reported that the ‘stay-at-home’ economy has slowed down in Japan with PC shipments in the country down 39.9% to 468K units in October and TVs down by 13% TO 369k units, based on data from JEITA. The PC drop was the seventh consecutive month, while for TVs it was the fourth.
OLED TV shipments increased by 13.3% to 47K units because of new sizes and reduced prices.
Local researchers, Fuji Chimera Research suggested that the year to date volume for TVs was actually up 0.9% to 4.278 million and that annual shipments would be flat.
What We Think
The PC drop is a really big one and surprised me. If any readers have any insight into the big drop, I’d be happy to hear it! (BR)
