NuAxiSemiconductor trade intelligence

Smartphone production volume falls 12.8% to 310 million in Q1 due to amplified off-season effect

What happened

Global smartphone production fell to 310 million units in Q1 2022, a 12.8% QoQ and 10.1% YoY decline, according to TrendForce. The drop was amplified by traditional seasonality and a strategic shift by brands following Huawei's market exit. Bearish: This signals weaker-than-expected end-demand for key smartphone semiconductors, potentially leading to inventory corrections and pricing pressure across the supply chain.

Impact and signal

Medium impactImpact score: 35/100

Affected components and suppliers

APCISPMICDRAMNAND FlashOLED

QualcommMediaTekSamsung Electronics SK Hynix Micron Technology Sony

demand-weaknessinventorysmartphone

Source and time

Source: Semiconductor Today · 6/2/2022 · View original source

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Smartphone production volume falls 12.8% to 310 million in Q1 due to amplified off-season effect

What happened

Impact and signal

Affected components and suppliers

Source and time

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