NuAxiSemiconductor trade intelligence

Smartphone shipment recovery to continue in 2022, growing 4% to 1.386 billion units

What happened

TrendForce forecasts a 4% YoY recovery in global smartphone shipments to 1.386 billion units in 2022, following a peak in 2017 and subsequent stagnation due to lengthening replacement cycles and pandemic effects. This indicates a tepid, low-single-digit demand recovery for key mobile semiconductors. Neutral: The forecasted growth is marginal and reflects a mature market, unlikely to create significant supply pressure or price movement for components.

Impact and signal

Low impactImpact score: 8/100

Affected components and suppliers

Smartphone APMobile DRAMMobile NAND FlashCISPMICRF Front-end

QualcommMediaTekSamsung Electronics SK Hynix Micron Technology Sony

demand-forecastmarket-recovery

Source and time

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

Open the NuAxi live feed →

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

Smartphone shipments to fall 1.1% in 2023, rather than prior forecast of 2.8% growthSemiconductor Today · 3/2/2023
Smartphone production falls by record 19.5% year-on-year to ten-year quarterly low of 250 million units in Q1/2023Semiconductor Today · 6/7/2023
Quarterly smartphone shipments fall a record 18.3% year-on-year to 300.3 million in Q4/2022Semiconductor Today · 1/26/2023
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 down 12.7% year-on-year in Q1Semiconductor Today · 5/11/2023

Smartphone shipment recovery to continue in 2022, growing 4% to 1.386 billion units

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings