NuAxiSemiconductor trade intelligence

Quarterly smartphone shipments fall a record 18.3% year-on-year to 300.3 million in Q4/2022

What happened

Global smartphone shipments plunged a record 18.3% YoY to 300.3 million units in Q4 2022, according to IDC preliminary data. This reflects severe demand destruction due to macroeconomic headwinds and high channel inventory. Bearish: This signals continued weak demand for key smartphone semiconductors, pressuring prices and inventory levels for components like mobile SoCs, memory, and passives.

Impact and signal

Medium impactImpact score: 35/100

Affected components and suppliers

Smartphone SoCMobile DRAMMobile NAND FlashCISPMICMLCC

QualcommMediaTekSamsung Electronics SK Hynix Micron TechnologySony Semiconductor

demand-weaknessinventory-glutmarket-slowdown

Source and time

Source: Semiconductor Today · 1/26/2023 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

Smartphone production falls by record 19.5% year-on-year to ten-year quarterly low of 250 million units in Q1/2023Semiconductor Today · 6/7/2023
Smartphone production rebounds by 13% in Q3, after eight quarters of year-on-year declinesSemiconductor Today · 12/7/2023
Smartphone shipments to fall 1.1% in 2023, rather than prior forecast of 2.8% growthSemiconductor Today · 3/2/2023
Smartphone production falls 6% in Q2 to 292 millionSemiconductor Today · 9/1/2022
Smartphone production falls 6.6% year-on-year to 272 million in Q2; first-half 2023 down 13.3%Semiconductor Today · 9/4/2023
Smartphone production forecast for 2022 downgraded from 1.38 billion to 1.366 billion units after weak Q1 demandSemiconductor Today · 3/30/2022

Quarterly smartphone shipments fall a record 18.3% year-on-year to 300.3 million in Q4/2022

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings