Wired
It seems that the shortage of parts such as semiconductors has begun to affect the smartphone market in earnest.
In the third quarter of 2021 (July-September), all research companies reported a year-on-year decrease in smartphone shipments.
6% -11% decrease in shipments
Research firms estimate smartphone shipments for the third quarter of 2021 as follows.
- Counterpoint: 342 million units, down 6% year-on-year
- IDC: 331.2 million units, down 6.7% year-on-year
- Strategy Analytics: 327.3 million units, down 10.8% year-on-year
Both reported that shipments decreased year-on-year, citing a shortage of parts as the cause.
In addition, according to IDC, all major manufacturers’ production targets for the fourth quarter (October-December) have been revised downwards.
Strategy Analytics believes that the parts shortage will continue until the first half of 2022.
Apple records positive growth in headwinds
By manufacturer, Apple recorded positive growth in this headwind.
The growth rate is estimated to be + 20.8% for IDC and + 6.9% for Strategy Analytics.
For Samsung, which has the highest number of shipments, it is estimated that shipments decreased to -14.2% / -13.8%, exceeding the market average. It was strongly influenced by the parts supply.
Xiaomi, which has maintained a high growth rate so far, also experienced negative growth due to a shortage of parts.
Revenue is record high even if shipments decrease
Meanwhile, according to Counterpoint, smartphone market revenues reached record highs in the third quarter of 2021, although shipments declined.
The amount exceeded 100 billion dollars (about 11,361 billion yen), an increase of 12% from the same period of the previous year.
By manufacturer, Apple maintained its top share of revenue, further increasing its share from 28% in the year-ago quarter to 37%.
Samsung also achieved a 32% quarter-on-quarter increase in sales due to the success of its new folding smartphone.
Source: Counterpoint, IDC, Strategy Analytics via Gizmochina
(Hauser)
Source: iPhone Mania