Due to the lockdown caused by the pandemic and the resulting increase in demand, shipments of laptops in 2021 reached an all-time high of 240 million units, according to TrendForce data. Now, as the number of employees working remotely is being vaccinated and the number of employees working remotely is reduced, it is expected that the corresponding demand caused by the pandemic will gradually weaken. Thus, this year the volume of shipments will decrease by 3.3%, to 238 million units. Chromebooks will account for approximately 12.3% of shipments, up from approximately 15.2% in 2021. Supply dynamics have slowed down significantly, indicating a decline in demand driven by the transition to remote work and training.
At the same time, the gradual return of European and American companies to work in offices, which caused a wave of equipment replacement, led to an increase in demand for laptops in the corporate segment. As a result, notebook shipments in the fourth quarter of 2021 reached their highest level in a year with 64.6 million units. In addition, due to severe chip shortages, order fulfillment will continue into the current quarter, so the usual off-season downturn is expected to be short. Compared to an average quarterly decline of 15% in previous years, it is expected to be no more than 10% this year.