Many participants in the electronics market spoke of a decline in demand for smartphones in the current quarter, but representatives of NH Investment & Securities, after interviewing colleagues in the Asian region, concluded that the bottom will be passed soon September demand for smartphones will start to increase recover, albeit unevenly.
First, Samsung Electronics, a major player in this segment, saw smartphone shipments fall 15% to 61 million units in the second quarter. Chinese manufacturers on the minimum delivery quantities dismount in May and June, after which the segment as a whole will show a recovery in demand. How many smartphones will be delivered at the end of the year is still difficult to predict.
In the upper price segment, the fall in demand for smartphones is not so noticeable, so experts say that the iPhone 14 Pro, which will debut in autumn, should be well received by the market. In the medium term, smartphones with foldable displays will become popular, and the emergence of Apple’s augmented reality device will increase consumer interest in this product category. As experts expect, the Apple headset should appear in the first half of next year at the latest.