On April 1, Tianfeng International Securities analyst Guo Mingxi said in a social media post that China's major Android mobile phone brands have cut about 170 million orders so far this year (accounting for 20% of the original global shipping plan in 2022), of which more than 70% of the orders use MediaTek chips.
Kuo said demand for smartphones was weak due to lack of consumer confidence. The supply of RF front-end chips has been tight in the past 1 to 2 years, and the current inventory level of Skyworks and Qorvo RF front-end chips of some smartphone brands has exceeded 6 to 9 months.
Earlier, Guo Mingxi had said that Apple plans to reduce the annual shipments of the iPhone SE 3 this year from 25 million to 30 million to 15 million to 20 million (more than 20% of the orders).
For Apple's sharp cut in shipments, Guo Mingji said that it is largely because the demand for the iPhone SE 3 has not met expectations after its release.
"Finance world" weekly noted that Apple launched the iPhone SE 3, which claims to be the cheapest 5G new machine, in the spring of 2022. However, after the official release, or because the price is 200 yuan higher than the iPhone SE 2, but the appearance and performance have not been greatly improved, the market response has been flat. The iPhone SE 3 performed coldly, and was cut by 20% of shipments as soon as it was launched.
Earlier, "Finance and Economics" reported that "4 years after 00 did not change the mobile phone" caused a heated discussion among netizens, in the face of insufficient innovation, product gaps, mobile phones are becoming more and more expensive, and the demand for young people to change machines is also low. (Article | "Finance and Economics" Tianyu)
