Smartphone manufacturing dips 5% to 292 mn: TrendForce

The latest data from TrendForce has revealed the number of smartphones manufactured by leading brands during the second quarter of 2022.
Smartphone manufacturing in Q2 2022Global smartphone manufacturing dropped 5 percent year-on-year to roughly 292 million units in Q2 as brands gave priority to adjusting distribution channel inventory, TrendForce said today.

IDC earlier said worldwide smartphone shipments declined 8.7 percent year over year during the second quarter of 2022 to 286 million units. This marks the fourth consecutive quarter of decline for the smartphone market.

Samsung manufactured 61.8 million smartphones, registering a reduction of 16.3 percent QoQ, as the #1 smartphone maker was forced to carry out a series of inventory adjustments for finished products and components including large-scale promotions and suspension of component procurement.

Samsung will still be focusing on the adjustment of distribution channel inventory and, as the outlook remains conservative, total production in 3Q22 is estimated to remain flat or trend upward marginally compared to 2Q22.
smartphone shipments in Q2 2022Apple produced 48.2 million iPhone units in 2Q22, ranking second in the world. The second quarter is a transition period for Apple as it hands off old models for new and is nominally the quarter with the lowest production performance during the year.

Apple’s operational performance was affected by the implementation of lockdowns in Shanghai and Kunshan which hobbled supply chain supply.

Apple will be using the A16 (TSMC 4nm) processor to manufacture iPhone 14 Pro and Pro Max for the third quarter. Apple may increase the price of new iPhones thanks to upgrades such as initial starting memory capacity increasing to LPDDR5 6GB and 256GB, primary camera moving up to 48 million, Face ID Design changes, etc.

OPPO (including Realme, OnePlus) produced 38.8 million units, down 4.2 percent QoQ.

Xiaomi (including Redmi, POCO, Black Shark) produced 38 million units in 2Q22, down 14.6 percent QoQ.

Since Vivo (including iQoo) began to adjust its pace of production significantly in 1Q22, it rebounded to 25.7 million units in 2Q22, up 12.7 percent QoQ.