Saturday, Nov 27, 2021
The Canalys Research Institute released its report on the global smartphone market between Friday and September 2021 on Friday, October 15, 2014. According to the institute's initial estimate, the supply of smartphones has decreased by 6% annually in the past quarter, as manufacturers have faced the challenge of shortage of parts to meet the demand of users. Meanwhile, Samsung has once again taken the lead with 23% market share, followed by Apple with 15% market share, thanks to high initial demand for the iPhone 13. .
After these two companies, the Chinese company Xiaomi has fallen to the third place with a market share of 14% and only 1% lower than Apple. According to Canalys, Oppo and Vivo both ranked fourth and fifth in the list of the top 5 smartphone manufacturers in the quarter ending September 2021, with a market share of 10%. Of course, the point that can be seen in this report is that the supply of OnePlus is also considered along with Oppo, while these two companies, along with Vivo, are also subsidiaries of BBK Electronics. Therefore, if we consider the total number of smartphones offered by all three companies in the third quarter of this year, they will most likely be in the second place after Samsung.
COVID-19 epidemic has had a negative effect on supply chains and the chip manufacturing industry has been particularly hard hit. As Ben Stanton, chief analyst at Canalys, puts it, "the era of chip shortages is really over [and] the smartphone industry is trying to maximize device production as much as possible. On the supply side, chipmakers have raised prices to close the supply-demand gap by eliminating oversupply. However, the shortages will not decrease until 2022. "This, along with the high cost of global shipping, has forced smartphone brands to increase the retail price of their devices against their will." Apply the last one in the specifications and order number of the devices. It is important for them to do this and maximize the volume, but unfortunately the issue of [successive changes] when communicating with retail channels and distributors can be confusing and inefficient. Many channels get tense when faced with important sales holidays, such as Singles Day in China and Black Friday in the West. The channel inventory of the channels is running out, so it will be almost impossible to meet the demand by anticipating more customers over time. "[Accordingly], customers should expect [this holiday season] that mobile phone discounts will be less aggressive this year."
Stanton believes that smartphone brands should look for ways to offer other devices, such as wearables and IoT devices, along with smartphones, in order to avoid customer frustration and motivate them to buy. To.
The shortage of chips from NVIDIA and AMD to General Motors and almost all industries that rely in some way on computer parts has been challenging. The pressure on the semiconductor industry and the difficulty of manufacturers in supplying smartphone parts began around the fourth quarter of last year, and institutions such as Counterpoint had previously announced a decline in their estimates of global smartphone supply in the second half of 2021. Bloomberg also recently reported on the decline in production of the iPhone 13 due to the parts shortage crisis, citing Apple's problem in supplying chips related to OLED displays as well as wireless components.
Other news networks As CNBC quotes Jia Shaoqian, CEO of Hisense Home Appliance and Consumer Manufacturing, as saying that the chip shortage crisis for consumer devices is likely to be longer than Stanton predicted and may continue for another two or three years. And this is not good news for industries based on advanced chipsets.