Counterpoint lowers its forecasted annual smartphone growth for 2021 due to component shortage

01 October 2021
The research firm also claims that Apple is the least affected by the industry-wide shortage.

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-Trix-, 03 Oct 2021” Apple can't compete in the most expensive segment ab... moreAs usual, no statistical data to support your claims...

    AAA Media, 02 Oct 2021Apple can't compete in the most expensive segment abov... more” Apple can't compete in the most expensive segment above 1500$...they hardly have any presence there”

    Apple owns market above 1500$, 13 pro Max 1TB is killing that market

      -Trix-, 02 Oct 2021Apple don't compete in $100-200 price range where like... moreApple can't compete in the most expensive segment above 1500$...they hardly have any presence there. It's only Android phones available at those luxury prices. The best of the best tier 1 products reserved for the best.

      It's crazy how 80% Android devices are outperforming and embarassing the most expensive iPhones in wide variety of scenarios, but it just shows where that Android share comes.
      A device for everyone. A 100$-200$ that is enough for most people speaks volumes about the optimization of android on even the cheapest devices.
      There are no compromises on 100-200$ Android phones but even a 1000$ iPhone is full of compromises

        AAA Media, 02 Oct 2021Based on sales of ios and Android, hardly anyone even cares... moreApple don't compete in $100-200 price range where like 80% Android sales comes. Apple completely owns the market they are competing.

        It's crazy how with 80% marketshare Android can't sell more flagship phones, but it just shows where that Android share comes.

          -Trix-, 01 Oct 2021” When they want premium experience, they move to a Android... moreBased on sales of ios and Android, hardly anyone even cares about the existence of iPhones except logo freaks

            [deleted post]” When they want premium experience, they move to a Android flagship that actually lives up to the name of a flagship.”

            Based on sales, hardly no-one want that Android ”premium” experience :D

              SizN80, 01 Oct 2021This makes a lot of sense as Apple is the only manufacturer... moreI think Huawei was able to before the US restrictions. They had a huge volume of sales for their flagships but since the US ban Apple has been the biggest beneficiary. Most of Huawei's high end business in China went to Apple

                [deleted post]Come on. They have pretty top level hardware. Excellent screens, top level processor, very good sony camera sensors, excellent face unlock, excellent speakers, excellent build quality. Their camera quality is still one of the best. Having said that I don't like iPhones but I can understand why others do

                  [deleted post]Seems you took it personally but what I said is actually true 😁 Android manufacturer executives use iPhones themselves and sell you the crapdroids 🤣

                    -Trix-, 01 Oct 2021Sametime Apple ” iPhone 13 demand is one of the stronges... moreThis makes a lot of sense as Apple is the only manufacturer that is able to sell a high number of premium smartphones.Android users are typically low end shoppers who mostly buy low end budget phones and mid end,when they want premium they move to Apple.

                      not seen any shortages of new phone and new chips launching..! maybe just that old phones are just too good to replace

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                        • AnonD-1016461
                        • gqv
                        • 01 Oct 2021

                        Mikeromeoz, 01 Oct 2021My wild guess is, they've 'booked' the order... moreSeems right
                        Thanks

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                          • AnonD-1016461
                          • gqv
                          • 01 Oct 2021

                          RealLifePhones, 01 Oct 2021They are TSMCs biggest and most loyal customer so they get ... moreThank you for sharing your knowledge

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                            • AnonD-762416
                            • Sec
                            • 01 Oct 2021

                            The guy in mom's basement producing random numbers has some new random numbers to sell to you. Counterpoint: Feeding your confirmation bias addiction.

                              From the article: “But Apple seems to be the most resilient and least affected”
                              Well of course, Apple are a prioritized client for chipmakers as Apple sell significantly high amounts of high end/premium smartphones, in fact apple are the only manufacturer who manage to sell enough premium smartphones that the Pro and Pro Max are consistently in the Top 5 best sellers globally, while everyone else can only get their budget low end and mid end devices into the Top 10,lol.Apple brings them most profit to suppliers versus competitors,some suppliers who are a competitor will actually prioritize apple over their own smartphone subsidiaries because they know Apple devices no matter the price will sell. 🙂

                                Sametime Apple

                                ” iPhone 13 demand is one of the strongest ever

                                According to Morgan Stanley analyst Katy Huberty, iPhone 13 pre-orders have shown strong demand. The rather long shipping times suggest a bigger than expected initial demand too, rather than a low supply.

                                Previous reports stated that Apple is looking at a bigger iPhone release than last year, increasing the iPhone 13 series production by 15 million units, which is a 20% bump. ”

                                  Mikeromeoz, 01 Oct 2021My wild guess is, they've 'booked' the order... moreIt's been a fair mix of TSMC and Samsung nodes for the 800 series (like all other Qualcomm chips) but yeah the iPhone 12 was a megacycle release and apple booked all 5nm that's why AMD, MediaTek and others are stuck on 7nm and 6nm nodes

                                    AnonD-1016461, 01 Oct 2021How Apple? How?They are TSMCs biggest and most loyal customer so they get special treatment (deserved) and they place chip orders consistently. That's also the reason Apple always has dips on the newest node and when Apple is done with it it gets opened up for others.

                                      AnonD-1016461, 01 Oct 2021How Apple? How?My wild guess is, they've 'booked' the orders for the current (and perhaps even future) chipsets so they got the manufacturing priority, thus their supply chain is barely disrupted by the current affairs. Why, you might ask? It's business.

                                      I also believe that's the reason why SD888 is made on Samsung 5LPE instead of TSMC'S N5, since all past 8-series Qualcomms are TSMC-made, they don't have enough capacity to produce more 5nm chips besides Apple's.

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                                        • AnonD-1016461
                                        • 3Ef
                                        • 01 Oct 2021

                                        How Apple?
                                        How?

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