The global chip shortage has impacted everything from auto production to restockings of the PS5, but while the smartphone industry has been reasonably resilient, it is expected to worsen, according to a new report from Counterpoint search.
The shortage is apparently ‘striking [the] smartphone industry ”, and as such, the company is revising its estimate of smartphone shipments down 1.45 billion units to 1.41 billion.
It may not seem like a dramatic change, but keep in mind that the sales numbers suppressed by the coronaviruses last year peaked at 1.33 billion, and you can see that is not the rebound that many would expect as the world opens up.
Counterpoint attributes this squarely to the fact that supply is unable to meet demand, and notes that “some smartphone manufacturers and suppliers report that they only received 80% of their requested volumes on components. keys during the second quarter ”. In the third quarter, the company added that it appears to be getting worse, with some vendors only receiving 70%.
The report noted that 90% of the industry is affected, but the pain is not distributed evenly. “The semiconductor shortage seems to affect all brands in ecosystems,” Counterpoint research director Tom Kang explained, checking the names of big hitters like Samsung, Oppo and Xiaomi.
There was, however, one company that seemed to be more immune than others: Apple. “Apple appears to be the most resilient and the least affected by the AP shortage situation,” Kang added.
But even Apple has sounded the alarm that stocks may not flow as easily as they normally do. In its latest appeal to investors, the company warned participants that growth could be affected by shortages. “We expect the supply constraints in the September quarter to be greater than those we experienced in the June quarter,” Luca Maestri, CFO of Apple. noted at the time. “The constraints will mainly impact the iPhone and the iPad.
So far, as Counterpoint’s research suggests, iPhone 13 shortages don’t seem like a thing, but others haven’t been so lucky.
A previous report from Wave7 suggested that vendors were particularly struggling to hold stocks of mid-range Samsung and OnePlus phones, and Google was forced to limit its Pixel 5a launch to just two territories: the United States and the United States. Japan. We expect the Google Pixel 6 to arrive later this month, but we wouldn’t be surprised to see it run out of numbers or be part of a phased rollout when it’s final release.
Meanwhile, the fate of the Samsung Galaxy S21 FE – once called off due to a chip shortage – is once again in serious doubt.
The current chip crisis may mean that phone makers need to be a bit more selective in which handsets they favor in the short to medium term. Samsung, for example, appears to be reintroducing the Galaxy Note – canceled due to the chip shortage for 2021 – as the Ultra model of the Samsung Galaxy S22, reducing five potential flagship handsets to just three.