According to foreign media reports, foreign media reported on Tuesday that research institutions have pointed out that the strong earthquake in Japan has seriously affected the supply of key components for mobile phones. This year, global smartphone sales will be reduced by up to 5%.
Among them, Nokia, RIM and Sony Ericsson and other large manufacturers suffered the most.
As for the smartphones leading Apple, HTC, Samsung, and Huawei, they will be the first to find replacement parts the first time after the earthquake, which is enough to complete the spare parts shortage period for the next 3 months.
Mobile phone manufacturers are bound to face major challenges in the upcoming financial report period. Apple, Sony Ericsson and Nokia are expected to announce first quarter earnings on 19-21. The latter two have stated that many Japanese factories of mobile phone digital cameras and batteries have been shut down due to the earthquake, and thus they have broken links.
The market is also rumored that BlackBerry maker RIM must delay the Tablet PC PlayBook, which has already shipped several BlackBerrys this year.
The long-term impact of the earthquake on the electronics industry will probably not be clear until the end of May, as it is only then that the factory can be resumed. Ben Wood, research director of CCS Insight, said that at present, Japan is still full of uncertainty, and we believe that the negative effect of parts shortage will begin to appear from the third quarter.
Garnetner analyst Carolina Minnesey explained that, in general, manufacturers usually reserve 4-5 weeks for the required parts, and keep 6-7 weeks of finished product inventory in the sales channel. Therefore, if the supply of mobile phone parts quickly returns to normal, mobile phone sales will decline by 3-5% in the third quarter of this year, and will rebound rapidly in the fourth quarter. However, once this situation continues into the third quarter, sales are expected to decrease by 5-7%. It will also be reduced by 5% throughout the year.
Among them, Nokia, RIM and Sony Ericsson and other large manufacturers suffered the most.
As for the smartphones leading Apple, HTC, Samsung, and Huawei, they will be the first to find replacement parts the first time after the earthquake, which is enough to complete the spare parts shortage period for the next 3 months.
Mobile phone manufacturers are bound to face major challenges in the upcoming financial report period. Apple, Sony Ericsson and Nokia are expected to announce first quarter earnings on 19-21. The latter two have stated that many Japanese factories of mobile phone digital cameras and batteries have been shut down due to the earthquake, and thus they have broken links.
The market is also rumored that BlackBerry maker RIM must delay the Tablet PC PlayBook, which has already shipped several BlackBerrys this year.
The long-term impact of the earthquake on the electronics industry will probably not be clear until the end of May, as it is only then that the factory can be resumed. Ben Wood, research director of CCS Insight, said that at present, Japan is still full of uncertainty, and we believe that the negative effect of parts shortage will begin to appear from the third quarter.
Garnetner analyst Carolina Minnesey explained that, in general, manufacturers usually reserve 4-5 weeks for the required parts, and keep 6-7 weeks of finished product inventory in the sales channel. Therefore, if the supply of mobile phone parts quickly returns to normal, mobile phone sales will decline by 3-5% in the third quarter of this year, and will rebound rapidly in the fourth quarter. However, once this situation continues into the third quarter, sales are expected to decrease by 5-7%. It will also be reduced by 5% throughout the year.
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