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Smartphone production grows 9.2% in Q4/2024 to 334.5 million units

What happened

Global smartphone production grew 9.2% QoQ to 334.5 million units in Q4 2024, driven by Apple's seasonal ramp and Chinese consumer subsidies. The report highlights a competitive shift, with Apple expanding while Samsung faced production declines in emerging markets. Neutral: While the data indicates robust end-demand for key smartphone components, it is a standard seasonal peak without a specific, unexpected supply shock to directly drive component pricing.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

Smartphone SoCMobile DRAMMobile NAND FlashSmartphone Camera SensorsSmartphone PMIC

Apple Inc.Samsung Electronics QualcommMediaTekSK Hynix Micron Technology

demand-pullseasonal-demandmarket-share

Source and time

Source: Semiconductor Today · 3/14/2025 · View original source

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Smartphone production grows 9.2% in Q4/2024 to 334.5 million units

What happened

Impact and signal

Affected components and suppliers

Source and time

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