TECH SUPPLIER Dec 2021 - Market Perspective - Doc # US47099821

Hardcopy Vendor Financials, 3Q21: Supply Chain Issues Cause Device Shortages, Limit Growth


Geoffrey Wilbur

This IDC Market Perspective provides excerpts from public financial disclosures by leading hardcopy vendors and details the impact of COVID-19 and supply chain issues on performance and forecasts.

"3Q21 was the quarter during which demand noticeably outpaced supply for all vendors, with container shortages overshadowing chip shortages. Both will linger for at least two or three more quarters. Vendors are wisely favoring higher-priced, higher-margin devices with their manufacturing and shipping resources, helping buoy revenue and profits, but to succeed over the next few quarters, vendors will have to engage in forward-looking supply and demand management." — Geoffrey Wilbur, research manager, Imaging, Printing, and Document Solutions at IDC



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