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    Counterpoint: Manufacturers' difficulty in supplying smartphone parts and forecast supply decline in the second half of 2021
    19 Days, 3 Hours ago


    Tags:  Statistics  -  Counterpoint

    Counterpoint Research Institute has announced in a new report that it has reduced its estimate of the global supply of smartphones this year. According to the analysis of experts of this institute, which was published on Thursday, September 30, 2021 (October 8, 1400), the supply of smartphones is expected to reach 1.45 billion units this year and record a 9% annual increase. But Counterpoint has now reduced its initial estimate to 1.41 billion units due to a shortage of chips needed to build smartphones, which still indicates an annual growth of 6%.

    https://mobiletony.com Counterpoint: Manufacturers' difficulty in supplying smartphone parts and forecast supply decline in the second half of 2021

    Shortage of semiconductor components starting from the last quarter of last year , Continues, and has put the mobile industry under unprecedented pressure. The smartphone industry, which was severely affected by the Covid-19 disease waves in 2020, has slowly returned to growth with the start of the new year and the prospect of an end to the epidemic, experiencing a strong leap forward. Smartphone manufacturers have increased their production to meet the accumulated demand of consumers and have sent the required parts order to the supply chain since the beginning of this year. However, some smartphone makers received only 80% of the volume of key parts they needed in the second quarter of 2021, and the situation seems to be getting worse. This is because a group of manufacturers announced the delivery of 70% of their parts requests in the third quarter of this year, which will naturally exacerbate the crisis. According to Counterpoint researchers, about 90% of industry activists have been affected by the shortage of parts in the market, and this has affected their forecast of supply in the second half of this year.

    https://mobiletony.com Counterpoint: Manufacturers' difficulty in supplying smartphone parts and forecast supply decline in the second half of 2021 Global supply of smartphones from 2018 to 2020 and its forecast In 2021 (in millions)

    Although the shortage of semiconductor components from the fourth quarter of 2020 had made it difficult for manufacturers, industry operators were able to do so despite declining inventory of components such as display driver ICs (DDIs) and energy management ICs ( PMIC) to continue to grow. This was made possible by advanced planning and ordering, along with the storage of important components such as mobile chipsets and camera sensors; Components that are more valuable and sensitive than DDI or PMIC. AP or Application Processor is a term used to refer to smartphone chips. For example, the A15 Bionic is the iPhone 13 series processing chipset.

    However, the pressure on the semiconductor industry continues, and despite the activity of full-capacity chip factories, the smartphone industry continues to struggle to supply the required components. So that the companies' warehouses, which were already full of stored parts, are emptied quickly, and new parts are not replaced by consumed parts as expected and needed.

    This has made it even more challenging to supply critical components such as processors, which are most associated with low rates of return on the newly established product line. Therefore, in a situation where this situation is likely to continue for some time, it seems that it will cause a chain of reactions in the mobile industry. Processor manufacturers, including Qualcomm and MediaTek, which rely on Samsung and TSMC to produce the chip, respectively, have struggled to find the components they need. The same issue has reduced the amount of CPU supply by them and in turn has stabilized the level of smartphone production lower than expected.

     Counterpoint: Manufacturers' difficulty in supplying smartphone parts and forecast supply decline in the second half of 2021

    However, the American super-company also has its own problems; Because TSMC recently announced the difficulties of producing a 3-nanometer A16 Bionic chip next year. Thus, the production of chips with this technology will probably be delayed until the A17 Bionic and the iPhone 15 series. The delay for Apple means that with the addition of fewer transistors to the A16 Bionic, performance and energy efficiency in the iPhone 14 family will be challenged.

     Counterpoint: Manufacturers' difficulty in supplying smartphone parts and forecast supply decline in the second half of 2021

    In other words, the A16 Bionic will continue to be built in 2022 with a 4nm architecture and If the production problems in the 3nm process are solved in time, the A17 Bionic will probably be the first production chipset for the smartphone to be made with this lithography.

    Of course, Apple fans hope that the company will continue to work on the A16 Bionic, as the CPU in the A15 Bionic is slightly better than in the A14 Bionic; Because a number of Apple engineers in the chip design department have left their unit, and this has damaged the process of upgrading parts.

    In terms of number, the transistors used in the A15 Bionic increased by 27% from 11.8 billion in the A14 Bionic to 15 billion units. In addition, the density of transistors (the number of transistors per square millimeter) has increased from 134.09 million in last year's series to 135.14 million in chips this year.

    It is safe from chip shortages, but has admitted that the company's other products, including iPads and Macs, were in trouble in the quarter ending June this year.

    Among other manufacturers forced to upgrade their production lines due to chip shortages, Google has inevitably limited its Pixel 5a to the United States and Japan.





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