GfK-后疫情時(shí)代全球PC市場(chǎng)深度洞察-2021.05-12正式版

GlobalPCObservationsandInsightinPost-COVIDEraMay2021新冠疫情的全球流行，正逐漸重塑我們的世界與生活全球周度新增病例數(shù)至2021/05/10歐洲感染病例增加157,897,7632020/03/11世衛(wèi)宣布疫情出現(xiàn)確診數(shù)美國(guó)/拉丁美洲地區(qū)感3,287,082染病例增加死亡數(shù)中國(guó)地區(qū)外第一次出現(xiàn)封城1,127,615,452美洲歐洲疫苗接種數(shù)印度東南亞?wèn)|地中海地區(qū)第二輪/第三輪封城/

Regiondefinitions:/countries,StatusMay10th,2021?GfK2IT與辦公設(shè)備引領(lǐng)2020年技術(shù)消費(fèi)品市場(chǎng)的復(fù)蘇，其它品類也在2021年恢復(fù)增長(zhǎng)銷額

（美元）/月銷額同比增速40%35%35%29%40%22%16%29%29%20%12%22%IT與辦公設(shè)備8%4%12%9%1%-1%其它品類-10%-17%-29%Jan20Feb20Mar20Apr20May20Jun20Jul20Aug20Sep20Oct20Nov20Dec20Jan21Feb21Mar21Global技術(shù)消費(fèi)品

Marketexcl.IT/Office:ConsumerElectronicsincl.Photo,Small/MajorDomesticAppliances,TelecomSource:GfKMarketIntelligence:SalesTracking,RetailerMarket,Internationalcoverageexcl.NorthAmerica,basedonnon-subsidizedpricesUSD(NSP)PRJ249348-RG5481054-RP38629105?GfK進(jìn)入2021年，市場(chǎng)整體需求持續(xù)穩(wěn)定利好。鑒于2020年全球不同的疫情爆發(fā)時(shí)期，區(qū)域差異顯著+20%/+5%+34%/+5%西歐+10%/+0.4%中東歐東亞發(fā)達(dá)地區(qū)+9%/+13%中國(guó)不含港澳臺(tái)地區(qū)+5%/+18%+24%/-0.5%亞洲發(fā)展中地區(qū)+26%/+49%中東/非洲PC市場(chǎng)銷量增長(zhǎng)率拉丁美洲Y2020+16%+11%Q12021GlobalPCMarketSource:GfKMarketIntelligence:SalesTracking,Internationalcoverageexcl.NorthAmerica?GfK2021年，移動(dòng)PC供應(yīng)鏈遭遇芯片短缺的挑戰(zhàn)，增速放緩。而在居家游戲需求的持續(xù)拉動(dòng)下，游戲PC加速增長(zhǎng)。游戲

PC全球（除北美市場(chǎng)）零售量季度同比增長(zhǎng)%MOBILECOMPUTINGDESKPC全球（除北美市場(chǎng)）零售量同比增長(zhǎng)%|2021Q1，Y2020AIOPCGamingNonGaming48%37%30%29%27%20%22%21%15%19%18%6%14%11%9%8%4%-7%Y20203%Q12021GamingMobilePCY2020Q12021Gaming0%-1%-2%-2%DeskPCQ12020Q22020Q32020Q42020Q12021GlobalPCRetailMarketSource:GfKMarketIntelligence:SalesTracking,Panelmarket,Internationalcoverageexcl.NorthAmerica?GfK高端產(chǎn)品持續(xù)引領(lǐng)市場(chǎng)增長(zhǎng)“定期適當(dāng)犒賞自己是很重要的”44%全球受訪者表示16GRAM512GSSD16inchDisplayUltrathin270%

+132%+50%

227%NotebooksNon-GamingNotebooksNotebooksNotebooks+26%+26%+26%+20%Source:GfKConsumerLife2020,GfKMarketIntelligence:SalesTracking,Internationalcoverage(excl.NorthAmerica),growthinUSDYTD:Jan-Dec2020GlobalPCRetailMarket?GfKSource:GfKMarketIntelligence:SalesTracking,Panelmarket,Internationalcoverageexcl.NorthAmericaPCDRAM|得益于中國(guó)、亞洲和西歐地區(qū)的移動(dòng)PC中16GB內(nèi)存的高占比，2021年平均內(nèi)存容量持續(xù)增長(zhǎng)Globalex-NAPCunitandDRAMcontentgrowthGlobalex-NAPCDRAMcontentmix20%15%10%5%10.09.08.07.06.05.04.03.02.01.0-100%90%80%70%60%50%40%30%20%10%0%12.010.08.0Unity/y16GBTotalDRAMcontenty/yAverageDRAMcontent8.19.210%7.08%8GB6.36%5.86%5.23%3%6.04.64.40%6GB4GB0%4.0-3%-5%-10%-15%-4%-5%-6%2.0-8%-10%2GB0.02014201520162017201820192020GlobalPCRetailMarketSource:GfKMarketIntelligence:SalesTracking,Panelmarket,Internationalcoverageexcl.NorthAmerica?GfKBrandedGamingandGamingCapablePCbyDRAMdensity|品牌游戲PC中，逐漸由8GB內(nèi)存升級(jí)至16GBGlobalex-NABranded-GamingPCunitsharebyDRAMdensityGlobalex-NAGaming-CapablePCunitsharebyDRAMdensity100%90%80%70%60%50%40%30%20%10%0%16.014.012.010.08.06.04.02.0-100%90%80%70%60%50%40%30%20%10%0%14.012.010.08.06.04.02.0-OthersOthers16GB12GB16GB12GB8GB8GB4GB2GB?GfKGlobalPCRetailMarketSource:GfKMarketIntelligence:SalesTracking,Panelmarket,Internationalcoverageexcl.NorthAmericaNotebookAverageNAND|得益于512GB占比的大幅提升，使得筆記本硬盤平均容量快速提升至364.4GBGlobalex-NASSD&HybridNotebookunitandNANDgroGlobalex-NASSD&HybridNotebookunitsharebyNANDcontent100%90%80%70%60%50%40%30%20%10%0%Others250%200%150%100%50%450GB400GB350GB300GB250GB200GB150GB100GB50GBTotalNANDcontenty/yUnity/y512GBAverageNANDcontent364.4GB265.6GB202.3GB256GB195.7GB175.4GB99%156.4GB42%150.8GB47%69%51%65%59%43%45%128GB64GB37%29%25%26%13%32GB16GB0%0GB2014201520162017201820192020?GfKGlobalPCRetailMarketSource:GfKMarketIntelligence:SalesTracking,Panelmarket,Internationalcoverageexcl.NorthAmericaDesktopAverageNAND|臺(tái)式機(jī)2021年平均NAND容量持續(xù)增長(zhǎng)，主要得益于256GB乃至512GB在中東歐、中國(guó)、亞洲的大幅增長(zhǎng)。Globalex-NASSD&HybridDesktopunitandNANDgrowthGlobalex-NASSD&HybridDesktopunitsharebyNANDcontent100%90%80%70%60%50%40%30%20%10%0%Others<=512GBTotalNANDcontenty/yUnity/y250%200%150%100%50%350GB300GB250GB200GB150GB100GB50GBAverageNANDcontent263.7GB<=256GB144%129%211.8GB122%115%166.7GB158.6GB97%149.1GB86%129.3GB114.8GB53%<=128GB47%38%35%21%19%13%9%<=32GB<=64GB0%0GB2014201520162017201820192020?GlobalPCRetailMarketSource:GfKMarketIntelligence:SalesTracking,Panelmarket,Internationalcoverageexcl.NorthAmericaBrandedGamingandGamingCapablePCbyStorageType|品牌游戲PC市場(chǎng)中，512GBSSD市場(chǎng)占比均大幅快速提升。Globalex-NABranded-GamingPCunitsharebystorageGlobalex-NAGaming-CapablePCunitsharebystorage100%90%80%70%60%50%40%30%20%10%0%100%90%80%70%60%50%40%30%20%10%0%HDDHDDHybridOthersHybridOthersHybrid256GB