Overview:

The global smartphone market has been experiencing a demand-supply imbalance ever since the start of 2020. Semiconductors are in short supply with all the OEMs facing the effects. This is the result of a mix of factors:

• The COVID-19 pandemic disrupted global supply chains.
• Geopolitical uncertainties forced a shift in OEMs’ strategies.
• Technological transition increased demand for semiconductors.

Within regions, the demand-supply imbalance in China has been significantly influencing the global smartphone inventory. In contrast, the demand in India remains higher than the supply and inventory remains thin for all key OEMs. The increasing online penetration is also keeping the inventory levels low. In the US, the inventory levels are swayed by Apple and Samsung, which contribute close to 80% of the sales. Samsung’s shipments have improved, but Apple continues to face supply shortages due to high demand. Overall, the inventory situation within the smartphone segment remains tight.

This report deep dives on the inventory levels of US, China and India and the implications of the shortages in the smartphone segment.

Table of Contents:

• Introduction  
• China Smartphone Inventory Analysis: Slow Demand and Aggressive OEM Stance  
• India Smartphone Inventory Analysis: High Demand and Low but Controlled Inventory  
• USA Smartphone Inventory Analysis: Apple Demand Outstrips Supply  
• Implications and Conclusion  

Number of Pages: 10

Published Date: December 2021