Thanks to commercial PC replacement demand, the global PC market has been able to grow at a steady pace in 2018. However, the US-China trade conflict remains a major factor affecting Taiwan’s ICT industry and leads to a significant change in the industry’s IT hardware supply chains. Coupled with the slowdown in commercial replacement demand, the global PC market is expected to decline slightly in 2019. While traditional ICT products are losing growth momentum, many of them have been integrated with AI technology to meet the growing vertical market demand.

This report provides an overview of the global and Taiwanese notebook PC, desktop PC, and tablet shipment performance, examines what extent of global economic conditions on the IT industry; touches on the development of key PC components such as processors, and identify the shifting trends of Taiwan’s top players in the IT space such as Pegatron, Quanta, Compal, and Wistron.