Everyone who wants a smartphone for Chrimbo will get one, but in the real world things are somewhat different
(2021/10/15)
- Reference: 1634323512
- News link: https://www.theregister.co.uk/2021/10/15/handset_market_q3/
- Source link:
Crippling component shortages caused smartphone shipments to dip in calendar Q3, though it was the also-rans, vendors outside of the top five biggest brands with the lowest economies of scale, that suffered most.
Preliminary results from Canalys show the market declined 6 per cent year-on-year. The analyst was not yet ready to make public the absolute shipment figures but a year ago sales into the channel were [1]348 million , so they look 20.9 million units lighter.
"The chipset famine has truly arrived," said Ben Stanton, principal analyst. "On the supply side, chipset manufacturers are increasing prices to disincentivize over-ordering, in an attempt to close the gap between supply and demand. But despite this, shortages will last until well into 2022."
[2]
Rising costs of global freight are adding to the chipset shortfall, and "smartphone brands have reluctantly pushed up device retail pricing."
[3]
[4]
Leader of the pack Samsung's total share of the spoils was unchanged at 23 per cent, which indicates its sales to retailers and distributors declined at around the market average.
Apple snuck into second place with 15 per cent market share, up from 12 per cent a year ago. This was "thanks to strong early demand for iPhone 13," said Canalys. The Reg reported this week that Apple's supply chain may make [5]10 million fewer-than-forecast iPhone 13 models this year due to chip supplies.
[6]
Xiaomi, pushed into third place, retained market share of 14 per cent, while fellow Chinese handset brands Vivo and OPPO took their share to 10 per cent each from the 9 per cent they both held in Q3 2020.
The smartphone brands outside of the top five biggest sellers tend to suffer more when macro economic trends - such as shortages - emerge, Stanton told us, largely because they don't have the same purchasing muscle.
He said at a local level vendors are being forced to "implement last-minute changes in device specification and order quantities," saying it was vital they do this to "maximise volume capacity."
[7]
However, "unfortunately it does lead to confusion and inefficiency when communicating with retail and distributor channels," he added. "Many channels are nervous heading into important sales holidays."
[8]Memory price 'correction' is coming, world's fourth-largest DRAM-maker warns
[9]Windows what? PC makers have bigger things on their minds
[10]US school districts blame Amazon for nationwide bus driver shortage
[11]Chip glut might start in 2023, says IDC, and auto-chip traffic jam could clear this year
[12]Intel may spend up to €80bn on chip plants in Europe over next ten years
"Channel inventories of smartphones are already running low, and as more customers start to anticipate these sales cycles, the impending wave of demand will be impossible to fulfil,” Stanton said.
TSMC said yesterday it expects [13]chip supplies to be low throughout 2022 and is concerned that overproduction could cause prices to tumble in an industry correction.
Oh the joys of forecasting. ®
Get our [14]Tech Resources
[1] https://canalys.com/newsroom/canalys-worldwide-smartphone-market-q3-2020
[2] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=2&c=2YWn6JGJ@Jg0MFVrGqH@quAAAAEI&t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0
[3] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44YWn6JGJ@Jg0MFVrGqH@quAAAAEI&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[4] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33YWn6JGJ@Jg0MFVrGqH@quAAAAEI&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[5] https://www.theregister.com/2021/10/13/apple_may_have_to_cut/
[6] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44YWn6JGJ@Jg0MFVrGqH@quAAAAEI&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[7] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33YWn6JGJ@Jg0MFVrGqH@quAAAAEI&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[8] https://www.theregister.com/2021/10/11/nanya_technology_q3_2021/
[9] https://www.theregister.com/2021/10/08/windows_pc_makers_not_concerned/
[10] https://www.theregister.com/2021/09/29/amazon_contributing_school_driver_shortages/
[11] https://www.theregister.com/2021/09/20/chip_shortage_to_end_2023_idc/
[12] https://www.theregister.com/2021/09/08/intel_eu_investment/
[13] https://www.theregister.com/2021/10/14/tsmcs_postpandemic_future/
[14] https://whitepapers.theregister.com/
Preliminary results from Canalys show the market declined 6 per cent year-on-year. The analyst was not yet ready to make public the absolute shipment figures but a year ago sales into the channel were [1]348 million , so they look 20.9 million units lighter.
"The chipset famine has truly arrived," said Ben Stanton, principal analyst. "On the supply side, chipset manufacturers are increasing prices to disincentivize over-ordering, in an attempt to close the gap between supply and demand. But despite this, shortages will last until well into 2022."
[2]
Rising costs of global freight are adding to the chipset shortfall, and "smartphone brands have reluctantly pushed up device retail pricing."
[3]
[4]
Leader of the pack Samsung's total share of the spoils was unchanged at 23 per cent, which indicates its sales to retailers and distributors declined at around the market average.
Apple snuck into second place with 15 per cent market share, up from 12 per cent a year ago. This was "thanks to strong early demand for iPhone 13," said Canalys. The Reg reported this week that Apple's supply chain may make [5]10 million fewer-than-forecast iPhone 13 models this year due to chip supplies.
[6]
Xiaomi, pushed into third place, retained market share of 14 per cent, while fellow Chinese handset brands Vivo and OPPO took their share to 10 per cent each from the 9 per cent they both held in Q3 2020.
The smartphone brands outside of the top five biggest sellers tend to suffer more when macro economic trends - such as shortages - emerge, Stanton told us, largely because they don't have the same purchasing muscle.
He said at a local level vendors are being forced to "implement last-minute changes in device specification and order quantities," saying it was vital they do this to "maximise volume capacity."
[7]
However, "unfortunately it does lead to confusion and inefficiency when communicating with retail and distributor channels," he added. "Many channels are nervous heading into important sales holidays."
[8]Memory price 'correction' is coming, world's fourth-largest DRAM-maker warns
[9]Windows what? PC makers have bigger things on their minds
[10]US school districts blame Amazon for nationwide bus driver shortage
[11]Chip glut might start in 2023, says IDC, and auto-chip traffic jam could clear this year
[12]Intel may spend up to €80bn on chip plants in Europe over next ten years
"Channel inventories of smartphones are already running low, and as more customers start to anticipate these sales cycles, the impending wave of demand will be impossible to fulfil,” Stanton said.
TSMC said yesterday it expects [13]chip supplies to be low throughout 2022 and is concerned that overproduction could cause prices to tumble in an industry correction.
Oh the joys of forecasting. ®
Get our [14]Tech Resources
[1] https://canalys.com/newsroom/canalys-worldwide-smartphone-market-q3-2020
[2] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=2&c=2YWn6JGJ@Jg0MFVrGqH@quAAAAEI&t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0
[3] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44YWn6JGJ@Jg0MFVrGqH@quAAAAEI&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[4] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33YWn6JGJ@Jg0MFVrGqH@quAAAAEI&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[5] https://www.theregister.com/2021/10/13/apple_may_have_to_cut/
[6] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44YWn6JGJ@Jg0MFVrGqH@quAAAAEI&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[7] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33YWn6JGJ@Jg0MFVrGqH@quAAAAEI&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[8] https://www.theregister.com/2021/10/11/nanya_technology_q3_2021/
[9] https://www.theregister.com/2021/10/08/windows_pc_makers_not_concerned/
[10] https://www.theregister.com/2021/09/29/amazon_contributing_school_driver_shortages/
[11] https://www.theregister.com/2021/09/20/chip_shortage_to_end_2023_idc/
[12] https://www.theregister.com/2021/09/08/intel_eu_investment/
[13] https://www.theregister.com/2021/10/14/tsmcs_postpandemic_future/
[14] https://whitepapers.theregister.com/
a smartphone
Do you mean Chinese spying device?
It will be interesting to see what happens when CPC invades Taiwan.
CPC will:
- collect extra data on movements of identified key people?
- order their phone manufacturing collectives to brick smartphones worldwide?
- push illegal content onto key people smartphones and report them?
- make AI send confusing messages between key people?
- push notifications containing disinformation and propaganda?
- detect key person is in a moving vehicle and make the battery explode?
There is so many opportunities for CPC to cause carnage without having to send one soldier...
Go buy another shiny Chinese device maxed out with all kind of sensors and help the party :-)