What’s next for COVID?
According to Strategy Analytics, the mobile computing market is now fully recovering following years of revenue and shipment declines. The COVID-19 pandemic brought about a new level of short-term demand that has long-term implications.
Post-COVID hybrid work environments will be more common than ever. Employees report tangible benefits from remote working and are demanding more flexible work environments. This will ensure that mobile computing devices will continue to be in high demand.
Exhibit 1.
The complete report from Strategy Analytics’ Connected Computer Devices (CCD), Mobile Computing Shipments Revenue, Installed Basis and Penetration Forecast By Type by 88 Country 2010-2026: H121 Update can be found.
Mobile computing device demand is still hot, and the pandemic isn’t over. The report predicts that supply chain problems and wider vaccine distribution will slow down demand and supply by 2022. However, household ownership will continue to grow over the forecast period to reach 39% of global households. Windows 11 / post-pandemic refresh cycle will propel the market to new heights of $241 billion in 2025 from $197 million in 2020.
Eric Smith, Director of Connected Computing, stated, “Smartphones are becoming more and more important to daily life but we discovered the hard way real productivity still takes place on Notebooks or Detachables.” Mobile solutions are increasingly preferred to stationary desktops by commercial clients. Consumers also have multiple devices per household, which allows them to be productive at home.
Industry Analyst Chirag Upadhyay stated, “The latest wave of COVID-19 infection will continue to impact key markets and consumer behavior, leading to sustained high demand. However, there is a risk that supply chain disruptions may occur from time to time up to 2023.” The new reality of work-from-home (WFH), virtual learning options, and hybrid work schedules will lead to a resurgence in demand patterns, which will increase mobile computing device shipment to 458 million units by 2026.
Exhibit 1: Windows 11/Post-pandemic Refresh Cycle will Push the Market to New Heights1
Detachable tablets and large-screen tablets are all mobile computing devices. In addition, traditional notebooks, thin-and-light notebooks, convertible notebooks, and Chromebooks can also be used.
