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Q4 smartphone production sees 9.5% quarter-on-quarter growth, driven by 66% growth for Apple

What happened

Global smartphone production reached 356 million units in Q4 2021, a 9.5% QoQ increase, primarily driven by a 66% surge in Apple's output. This indicates a stronger-than-expected seasonal demand recovery, particularly in the high-end segment. Neutral: The data provides a positive demand signal for smartphone-related semiconductors, but it is historical and lacks forward-looking supply chain specifics for direct trading action.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

Smartphone SoCMobile DRAMMobile NAND FlashDisplay Driver ICsCIS

Apple Samsung ElectronicsMediaTekQualcomm SK Hynix Micron Technology

demand-trendmarket-analysis

Source and time

Source: Semiconductor Today · 3/1/2022 · View original source

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Q4 smartphone production sees 9.5% quarter-on-quarter growth, driven by 66% growth for Apple

What happened

Impact and signal

Affected components and suppliers

Source and time

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