With the arrival of the iPhone 13 to hitch the equally 5G-capable iPhone 12 within the quarter, Apple has reported a file September quarter, however success was not universally shared throughout the total international smartphone market, the place the scarcity in provide of semiconductor-related elements is starting to chew.

Apple reported that for the three months ended 25 September 2021, its flagship machine line racked up $38.868bn in income, rising 47% yr on yr. For the final 12 months, the iPhone line generated $191.973bn, a rise of 39% in contrast with the top of the earlier monetary yr.

Nonetheless, analysis agency Omdia discovered that the worldwide smartphone market contracted by 11.1% yr on yr to 317.7 million items within the third quarter of 2021, in contrast with 357.4 million items shipped in the identical quarter in 2020. The analyst discovered that ongoing provide chain points have been halting the momentum of the smartphone market, which had been rising yr on yr over the past 12 months. It mentioned Covid-19 continues to affect smartphone makers and customers around the globe, additionally affecting the market.

“After 4 quarters of year-on-year development, the smartphone market misplaced steam in Q3 21,” mentioned Gerrit Schneemann, principal analyst at Omdia. “Even Apple’s on-time supply of its newest iPhone era couldn’t forestall the market from transport 11% fewer handsets in contrast with Q3 20. The interwoven impacts of the worldwide pandemic and provide chain pressures drive smartphone OEMs to handle their stock diligently.”

Taking a look at particular person suppliers, Omdia calculated that Samsung took prime spot, transport 69.2 million items within the quarter, down 14.8% yr on yr, despite the fact that the corporate noticed shipments rise 20.9% quarter on quarter. The analyst additionally famous that Samsung skilled setbacks in smartphone manufacturing within the second quarter because of the unfold of the Covid-19 Delta variant in India and Vietnam, the place main manufacturing bases are positioned.

Apple’s robust quarter noticed it take second spot within the international smartphone stakes from Xiaomi, which noticed its shipments develop by 17.6% quarter on quarter and by 22.7% yr on yr. Apple shipped 50.9 million items in Q3 21, up from 41.5 million items in Q3 20, and Omdia mentioned it benefited from its capability to launch its newest iPhones within the now conventional September timeframe as an alternative of delaying availability of the brand new gadgets till the fourth quarter, because it was compelled to do final yr.

Profitable gross sales of the iPhone 12 collection, which have continued since final yr, are anticipated to proceed with the iPhone 13 collection, however Omdia cautioned that Apple’s iPhone 13 manufacturing goal appears to have been lowered due to the latest scarcity of elements.

Xiaomi claimed third place in Q3 21, transport 45.6 million items, up simply 2.5% in comparison with Q3 20 and down 8.6% quarter on quarter. Oppo and Vivo sat in fourth and fifth locations in Q3 21, respectively. Oppo shipped 33.2 million items, barely greater than the 32.6 million that Vivo shipped in Q3 21. 12 months on yr, Oppo grew shipments by 18.6% and Vivo by 8.0% within the third quarter.

Honor jumped from tenth place within the second quarter to sixth in Q3, transport 14.5 million items, up from 6.7 million in Q2 21. Omdia mentioned Honor was regaining its place within the native China market and re-entering worldwide markets, and it may well ship handsets with Google Cell Providers pre-installed, giving Western customers entry to Google apps akin to Gmail and Maps. Motorola elevated shipments by 16.7% yr on yr, from 10.5 million items in Q3 20 to 12.3 million this yr. Its shipments additionally grew quarter on quarter, by 16.0%.

Rounding out the highest 10 was Huawei, which shipped 5.8 million items – 84.9% lower than in Q3 20. Quarter on quarter, Huawei’s shipments declined by 40.8%, from 9.8 million items in 2Q 21. Omdia noticed that despite the fact that shipments have been declining and are actually centered totally on the Chinese language market, Huawei has not but given up on worldwide markets, saying the upcoming availability of recent gadgets in markets past its residence nation.

“The scarcity of semiconductor-related elements provide because the starting of the yr is affecting set shipments within the second half of the yr, slightly than within the first half,” mentioned Jusy Hong, senior analysis supervisor for wi-fi gadgets at Omdia. “Specifically, shipments from third-tier OEMs, which have much less economies of scale than first-tier corporations, are reducing considerably.”

Source link