NuAxiSemiconductor trade intelligence

Apple iPhone tops smartphone market in Q4/2021, but Samsung remains top for full year

What happened

Global smartphone shipments declined 2.7% YoY to 365M units in Q4 2021, with Apple taking the quarterly lead while Samsung remained the annual leader. The decline was attributed to ongoing factory constraints and component shortages limiting supply. Neutral: This confirms sustained but moderating end-demand softness and persistent supply chain bottlenecks, offering no new directional signal for component pricing.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

Smartphone SoCMobile DRAMNAND FlashDisplay Driver ICCIS

Samsung Electronics Apple QualcommMediaTekSK Hynix Kioxia

demand-weaknesssupply-constraints

Source and time

Source: Semiconductor Today · 1/28/2022 · View original source

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Apple iPhone tops smartphone market in Q4/2021, but Samsung remains top for full year

What happened

Impact and signal

Affected components and suppliers

Source and time

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