【Market Commentary】TrendForce believes that Samsung will simplify its product planning going forward by merging its flagship Galaxy Note, typically released in 2H, with Galaxy Fold, which likewise features large displays. Samsung will still focus its sales efforts on the Galaxy A series, which encompasses all price segments.
As for global smartphone production, TrendForce reiterates that the shortage of foundry production capacity has resulted in supply limitations for smartphone components, such as AP, PMIC, RFIC, and DDIC, so smartphone brands will have to make do with what components they can acquire while planning their handset production accordingly.
That is why the traditional peak and off seasons of the smartphone market will not be as clear-cut this year, and QoQ growths in production volume will narrow as a result. Global smartphone production is expected to reach 1.367 billion units this year, and significant growths going forward are relatively unlikely to take place.
global foundry capacity 在 Foundry capacity to grow 14% in 2022 - Electronics Weekly 的相關結果
The CAGR of global foundry capacity will reach 11% from 2021-2024, of which 28nm capacity in 2024 will reach 1.3 times that of 2022, ... ... <看更多>