NPD's Consumer Tech tracking (US only) posted its 6th consecutive week of YoY 20%+ revenue growth w-e May 23th. This week was 2nd highest $ in last 6 weeks. Zero indications that these historic sales volumes slowing. Overall ASPs up approx.14% & units approx 11% last 5 weeks
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Revenue increases include Smart Home (+26%), PC monitors (+93%,11th consecutive week over 55% unit & $ growth), Tablets & Acc (+56%),KBs/Mice/Headsets +79%,58%,163%. Inkjet printer $ +87%, Lasers, +56%. Last 6 weeks only time in last 5 years Ink Printer ASP is $100+
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Notable unit increases include SSDs +39%, Graphics cards, +137%, Streaming Media +52%, Hard Drives 42%, Sound Bars 28%, Network Range Extenders +129%, Routers +45% (+57% in Mesh & +39% in standard routers). All are posting double digit unit & dollar increases for last 7 weeks
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Both Windows NBs & Chromebooks units were up in mid-40% range. This was slowest growth from Chrome in past 11 weeks while Windows had its best week in the last 4. Chrome ASP is at a record $279. Windows under $1000 was up 47%. Gaming (DT+NB) up 47% over last 7 weeks.
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Since start of April, TV sales are up 1.7m units YoY vs 2019. W-e May 23rd volume up 21%, the slowest since 1st week of April. ASP at $360 was highest since mid-February. 32” TVs increased 47%. TVs at 65” & above up 55%. 65” ASP @$681 was highest since 3rd week of February.
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