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Smartphone production falls 6% in Q2 to 292 million

What happened

Global smartphone production fell 6% QoQ to 292 million units in Q2 2022, a 5% decline YoY, as brands prioritized channel inventory reduction amid weak demand exacerbated by China's pandemic controls. This conservative production planning signals a significant pullback in component procurement. Bearish: This demand weakness and inventory correction is negative for smartphone-related semiconductor and component pricing.

Impact and signal

Medium impactImpact score: 55/100

Affected components and suppliers

APMobile DRAMNAND FlashCISPMICMLCC

Samsung ElectronicsMediaTekQualcomm SK Hynix Micron Technology Sony

demand-weaknessinventory-adjustmentproduction-cut

Source and time

Source: Semiconductor Today · 9/1/2022 · View original source

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Smartphone production falls 6% in Q2 to 292 million

What happened

Impact and signal

Affected components and suppliers

Source and time

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