NuAxiSemiconductor trade intelligence

Smartphone shipments fall year-on-year for third consecutive quarter, by 11% to 314 million in Q1/2022

What happened

Global smartphone shipments fell 11% YoY to 314 million units in Q1 2022, marking the third consecutive quarter of decline. This reflects weakening consumer demand and ongoing supply chain disruptions. Bearish: Persistent demand weakness for key smartphone semiconductors increases risk of inventory glut and price pressure.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

APCISPMICDDICRF Front-EndDRAM

QualcommMediaTekSamsung Electronics Sony ON SemiconductorQorvo

demand-weaknessinventory-risksmartphone

Source and time

Source: Semiconductor Today · 4/29/2022 · View original source

Open the NuAxi live feed →

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

Smartphone production in Q3 down 11% year-on-yearSemiconductor Today · 12/8/2022
Smartphone shipments down 12.7% year-on-year in Q1Semiconductor Today · 5/11/2023
Smartphone production volume falls 12.8% to 310 million in Q1 due to amplified off-season effectSemiconductor Today · 6/2/2022
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 falls 6% in Q2 to 292 millionSemiconductor Today · 9/1/2022
Smartphone production rebounds by 13% in Q3, after eight quarters of year-on-year declinesSemiconductor Today · 12/7/2023

Smartphone shipments fall year-on-year for third consecutive quarter, by 11% to 314 million in Q1/2022

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings