Semiconductor shortage, finally in a dangerous water area for smartphone makers (Shigenobu Kokubo) -Person -Yahoo! News

The Wall Street Journal reported that the global semiconductor shortage has finally rushed into the smartphone industry.

Reduction of shipments, delay of release

Smartphone makers usually procure main parts about six months ago, and have avoided parts shortage problems that are faced by cars, personal computers, and home appliances.However, the stock of smartphone companies has decreased here, and it has begun to affect the shipment of major companies.

Samsung Electronics in Korea is also struggling to procure major parts, and the number of smartphone shipments in the future will decrease by 20 % year -on -year.Google has announced that Pixel 5A 5G will be released in 2021 only in the United States and Japan.China's small rice (Xiaomi) announced "Mi 11 Ultra" in India in April 2005, but its release time has shifted in July.

According to industry analysts, Apple, a high -priced basin terminal, has a great influence on the supply chain (supply network) and is not involved in these troubles.Samsung has been able to avoid this problem with most high -priced terminals.On the other hand, more than 80 % of the smartphone industry has a problem of parts procurement.

The second half of the year, 1.Expected to increase by 3 %

According to the Hong Kong survey company counter point research, the number of world smartphones shipments in the year -of -year -March -March fiscal year was increased by 20 % year -on -year.Compared to the new Corona's impact, it increased by 4 % compared to the FY2019 and March 2009.

With the progress of vaccination and the increase in consumption, the smartphone market in 21 years was expected to be strong.However, the problem of semiconductor deficiency has dropped a dark shadow on the market.The global shipment was 771 million units in the latter half of 2001, 1 year -on -year..I see the counter point when it is only 3 %.

Supply lead time is "dangerous water area"

According to analysts of the Sasuke Hana Financial Group, the healthy semiconductor supply lead time is 12 to 14 weeks.However, the lead time in June 2005 was 19 weeks, longer than 16 weeks, regarding the risk of supply chain.

In addition to these delays, the infection of new colonas is continuing to expand in India and Vietnam, a major manufacturing base for smartphones, and manufacturers must address these issues.

This situation also affects the launch of new smartphone products.According to the counter point, there are about 300 new models released by the world manufacturer in the first half of 2010.It is said that it is 18 % less than the 370 models in the same period of the previous year.

The number of small rice ships from April to June, 2nd place without Apple

According to a research company in Singapore, the number of world smartphones in the April -June period of 2001, which is the same as the same period of the previous year, increased by 12 %.It looks good, but this is a reaction to a big depression a year ago due to the influence of the new Corona.

The top five companies shipped by manufacturer in the April -June quarter of 2005 are Samsung, Xiaomi, Apple, China OPPO (Oppo), and China Vivo (Bibo).

Xiaomi came up to second place for the first time after pulling Apple.However, the average selling price of Xiaomi terminals is 40 % compared to Samsung products and 75 % cheaper than Apple products.

Canaris points out that Xiaomi's future tasks are to increase the sales of high -priced products.

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A shortage of semiconductors from the personal computer market, pandemic boom (Shigenobu Kokubo)