…What’s to Come Post-COVID?
The mobile computing market is in the full recovery after several years of shipment and revenue declines as the COVID-19 pandemic has brought on a new level of short-term demand with long-term implications, according to a new report by Strategy Analytics.
Hybrid work environments will become more prevalent post-COVID than pre-COVID times as many employees report tangible benefits from remote work and are increasingly demanding more flexible work environments, which will keep demand relatively steady for mobile computing devices.
The pandemic is not over, and mobile computing device demand remains hot. Supply chain issues and wider vaccine distribution will tamp down supply and demand by the beginning of 2022, but the report forecasts household ownership to continue growing over the forecast period to reach 39% of total households globally and the Windows 11 / post-pandemic refresh cycle will push the market to new highs of $241 billion in revenue in 2025 from $197 billion in 2020.
Eric Smith, Director – Connected Computing said, “Smartphones have become larger and more essential to daily life, but we found out the hard way that real productivity still happens on Notebooks and Detachables. Commercial clients provide a steady level of demand for productivity devices and increasingly, mobile solutions are becoming preferable to stationary desktops while consumers build up multiple device ownership per household to keep everyone at home productive.”
Chirag Upadhyay, Industry Analyst added, “The newest wave of COVID-19 infections will continue to affect key markets and consumer behavior, resulting in sustained high demand, however there is risk that supply chain disruptions will emerge from time to time until the 2023 timeframe. Demand patterns will also re-adjust to the new reality that work-from-home (WFH), virtual learning options, and hybrid work schedules are more suitable than previously thought, boosting mobile computing device shipments to 458 million units in 2026.”
Exhibit 1: Windows 11 / Post-pandemic Refresh Cycle Will Push the Market to New Highs1
1 Mobile computing devices include slate tablets, detachable tablets, and large-screen foldable tablets as well as traditional notebooks, thin-and-light notebooks, convertible notebooks, and Chromebooks spanning all operating systems and connectivity options