Xiaomi, Vivo i Oppo tną zamówienia
Mniej smartfonów trafi na rynek. Chińscy producenci ograniczyli zamówienia od poddostawców o ok. 20 proc.

Lockdown w Chinach i słabnący popyt konsumencki sprawia, że zanosi się na kolejny rok spadków na rynku smartfonów.
Najwięksi chińscy producenci smartfonów – Xiaomi, Vivo i Oppo – zmniejszą zamówienia podzespołów na następne kwartały o ok. 20 proc. wobec dotychczasowego planu. Taką informację mieli otrzymać poddostawcy – podaje Nikkei Asia. Np. Xiaomi zmniejszył prognozę dostaw na 2022 r. z przewidywanych wcześniej 200 mln smartfonów do 160 – 180 mln szt. – wynika z nieoficjalnych informacji. Czyli w II poł. roku na rynek wjedzie mniej sprzętu.
Powodem cięć jest lockdown w Chinach, co zaburza łańcuch dostaw, oraz słabnący popyt konsumencki.
Z kolei Samsung, który polega w większym stopniu na łańcuchu dostaw w Korei Płd. i Wietnamu, nie ma tak dużych problemów związanych z chińską polityką zero-Covid (swoją drogą skutki lockdownu w Wietnamie odczuł w ub.r.).
O ile w końcu ub.r. przewidywano, że po roku problemów z dostępnością komponentów (2021), w 2022 r. można liczyć na odbicie na rynku smartfonów, to ostatnio optymizm osłabł. Widać spowolnienie na rynku elektroniki użytkowej, do czego oprócz lockdownów w Azji, ograniczających możliwości głównie chińskich marek, przyczynia się inflacja i wojna. TrendForce obniżył globalną prognozę dostaw smartfonów na br. do 1,366 mld szt., co oznaczałoby pogłębienie spadku o 2,5 proc. w porównaniu z trudnym 2021 r.
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Europejski rynek smartfonów zanurkował o 16 proc.
„Ogólny klimat w Europie jest nadal ponury" - komentuje analityk.
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Nie widać oznak poprawy. "Ponure perspektywy gospodarcze skłoniły konsumentów do opóźnienia zakupów" - komentuje analityk.
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