Worldwide smartphone shipments fell 6.7% year-on-year, and supply chain problems such as power shortages in China became more serious

IDC , a research firm in the IT and telecommunications sector, has released a report on smartphone shipments in the third quarter of 2021. Smartphone shipments in the third quarter of 2021 decreased 6.7% year-on-year to 331.2 million units, and analysts say that the worsening supply chain and parts shortage problems are affecting shipments. I'm pointing out.

Supply Chain Constraints Finally Catch Up to the Global Smartphone Market, Contributing to a 6.7% Decline in Third Quarter Shipments, According to IDC

In the third quarter of 2021, smartphone shipments declined in a wide area of the world, especially in Central and Eastern European countries, down 23.2% year-on-year, and in the Asia-Pacific region excluding Japan and China, down 11.6% year-on-year. I did. On the other hand, in China, Western Europe, and the United States, where manufacturers preferentially ship smartphones, the number of shipments decreased by 4.4%, 4.6%, and 0.2% from the same period of the previous year.

The table below shows the number of units shipped and market share for each manufacturer. # 1 Samsung shipped 69 million units in the third quarter of 2021 with a market share of 20.8%, but shipments fell 14.2% year-on-year. Meanwhile, second-placed Apple shipped 50.4 million units in the third quarter of 2021, surpassing the previous year's 41.7 million units by 20.8%, with a market share of 15.2%. Since then, Xiaomi, Vivo, and OPPO have followed, with total shipments of 332.1 million units, down 6.7% year-on-year.
2021 Q3 shipments 2021 Q3 market share 2020 Q3 shipments 2020 Q3 market share Year-on-year shipments
Samsung 69 million units 20.8% 80.4 million units 22.7% -14.2%
Apple 50.4 million units 15.2% 41.7 million units 11.7% 20.8%
Xiaomi 44.3 million units 13.4% 46.5 million units 13.1% -4.6%
vivo 33.3 million units 10.1% 31.5 million units 8.9% 5.8%
OPPO 33.2 million units 10.0% 30.6 million units 8.6% 8.6%
others 101.1 million units 30.5% 124.3 million units 35.0% -18.7%
total 331.2 million units 100.0% 354.9 million units 100.0% -6.7%

Nabila Popal, research director of mobility and consumer device tracking at IDC, said supply chain and component shortage issues have finally had a serious impact on the smartphone market as to why smartphone shipments declined in the third quarter of 2021. Pointed out that it started. '(The smartphone market) wasn't immune to parts shortages, but until recently it wasn't enough to reduce shipments, it just limited growth. But now the problem is getting worse. The shortage of parts has the same impact on all vendors. '

There are two causes for the shortage of parts in the smartphone industry: limited manufacturing capacity at factories and issues with transportation capacity. In China, power supply has been restricted in a wide area since September, and factory operations have been forced to shut down. In addition, delays in transportation due to stricter inspections and quarantine associated with the pandemic of the new coronavirus infection are also affecting smartphone manufacturing.

Experts expected smartphone shipments to decline 2.9% year-on-year in the third quarter of 2021, but the actual decline more than doubled to 6.7%. All major vendors have revised their fourth-quarter production targets downwards, saying, 'We expect supply-side problems to not be mitigated until 2022 due to continued strong demand.' , Popal said.

in Mobile, Posted by log1h_ik