The lack of chips has been bothering the whole world lately, including the smartphone market, where it has already been felt by the vast majority of manufacturers. After last year, when the number of smartphone sales fell sharply due to the pandemic, a big recovery was expected this year, which, however, will not be as expected due to the lack of chips. Counterpoint Research has already changed its estimate from 1.47 billion smartphones sold to 1.41 billion, and the reality may eventually be even lower.
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Lack chips are starting to affect 90% of the smartphone market Graph: CounterPoint
After last year’s production outage, at the end of last year, phone manufacturers ordered again in bulk, but demand has not yet been fully met. Exactly opposite. According to surveys from the second quarter of this year, manufacturers received only about 80% of ordered components from suppliers. The data for the 3rd quarter are even more pessimistic and speak of only 70%, and it will be interesting to see how deliveries show up in the strongest “pre-Christmas” quarter.
Nevertheless, it should be added that the smartphone market has withstood the shortcomings of chips until the last minute due to good planning and very early orders. Nevertheless, despite more modern production lines, production volumes did not meet expectations and caused previously stored spare parts to slowly run out and not be able to produce new ones. According to Counterpoint , shortcomings have already hit brands such as Samsung, Oppo and Xiaomi hard, while on the contrary, it has had minimal impact on Apple so far.
Apple recently introduced the A15 Bionic processor, which is in the new iPhones:
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