Overview:

In this report, we forecast the shipment of key smartphone models by major OEMs and it focuses on giving a detailed view of quarterly flagship shipments globally.

Apple has limited initial supply of the 13 series due to semiconductor component supply constraints in the second half of 2021, and we have seen longer-than-normal waiting periods in its key regions. In 2H 2022, if semiconductor supply issues ease, and the new models are released on time in September 2022, its shipments are expected to be higher than that of its predecessor.

Samsung's shipment growth will mainly come from low- to mid-tier models such as the A-series and M-series, as sales in emerging markets that will drive the future growth of the smartphone market will increase.

In the face of continued semiconductor supply constraints, Xiaomi seems to be having more difficulty responding than its competitors because it is focused on mid- to low-priced products, resulting in low margins and difficult to secure inventory from component suppliers with short lead times. Although mid-single-digit growth is expected in 2022, it still appears to be a high-risk situation.

Published Date: December 2021