IDC and Channelize report on the smartphone market in the first quarter of 2022 – 8.9 to 11% decrease in smartphone supply
As previously predicted, the supply of smartphones in the first quarter of the year 2022 has seen a decline due to a number of reasons, including continued supply chain issues and so-called “logistics challenges,” but this decline is worse than expected, according to IDC research director Nabila Popal. Popal adds: “Consumer sentiment across regions, especially in China, has been broadly negative, and heightened concerns about inflation and economic instability have dampened consumer spending.” “This [situation] is now coupled with the rising costs of parts and transportation and the recent quarantine in Shanghai, which has exacerbated the already difficult situation.” This director of IDC has also added Ukraine’s junkyard to the above reasons and considered all of them as factors for most manufacturers to adopt a conservative growth strategy in 2022.
Analyst Toby Zhu Canales has another look at the issue of the decrease in the supply of smartphones in the market and says: “The Chinese market has been responsible for nearly half of the global decrease [in supply of smartphones], mainly due to seasonal weakness. Major retailers except Honor which for the first time after Separation from Huawei reached the top spot in China 18 months ago, [all] have suffered consecutive declines. But a strict pandemic control policy leading to quarantine in China’s big cities has cast a shadow on the consumer market in the short term. After all, disruptions [created] in parts production and logistics [will also] affect the second quarter supply of most vendors both in China and around the world.”
Kanaliz in a similar analysis of testing the abilities of mobile manufacturers in the next three to six months to overcome major challenges such as inflation, The continuation of the Russia-Ukraine war, the restrictions of the COVID-19 and disruptions of the supply chain will affect all levels from planning to execution. “While the near-term forecast is fraught with regional uncertainty, the [gradual] resolution of component shortages will reduce some of the cost pressure [as a result of] leading vendors from this downturn to strengthen relationships with supply chain partners and core product and Their channel capabilities are used to regain demand in the second half of 2022.”
Despite the problems It has been mentioned that the position of brands among the top 5 smartphone manufacturers has not changed significantly compared to the previous year and still Samsung, Apple, Xiaomi, Opo and Vivo in both IDC and Channelize lists They are placed in the first to fifth places respectively. According to Canalys, North America was the only region to witness growth in this quarter, the reason for which should be found in the high demand for the iPhone 13 series and the Samsung Galaxy S22 family. In this market, brands like Lenovo, TCL and Google are competing with each other in an effort to get a share of this market that was previously owned by LG.
Next, we have a look at the performance of the top brands of smartphone manufacturers in the first quarter of 2022
Samsung in the first quarter of 2022, according to IDC, it managed to supply 73.6 million smartphones to the market, which, despite a 1.2% decrease compared to last year, but the share The market has increased this company from 21.6% last year to 23.4%. According to Channelize’s statistics, Samsung’s drop has increased to 4% due to the supply of 73.7 million in the first quarter of 2022 (compared to the supply of 76.5 million in the first quarter of 2021), but the issue of increasing the market share remains the same and this company instead of 22% of the year The past now has 24 of these markets.
Apple is the only company that has released more phones in the first quarter of 2022 compared to the same time of the previous year in the statistics of both institutes, and their number in both lists is 56.5 million. IDC and Canalys are not on the same page in terms of Apple’s growth rate, and the former has pointed to 2.2% growth and the latter to 8% growth of this company. In both of these statistics, Apple has 18% of the smartphone market and has taken the second place by a clear margin compared to Samsung.
Xiaomi which according to Canalys in the first quarter of this year with a 30% drop in supply in the Middle East and Africa market Faced is in the third place and its 39.2 million phones sold has dropped by 20% compared to last year. Of course, IDC shows the situation of Xiaomi a little better by pointing to the supply of 39.9 million units and a drop of 17.8%. The market share of this brand is 12.7 to 13 percent with a significant difference compared to Apple.