1,310 billionof smartphones will have been sold in 2022, according to a new study from IDC. Certainly the year is not over, but these estimates raise questions when we know that this is a figure down 3.5% compared to the previous twelve months.
The good news, however, is that this would only be ainterlude: the same analysis thus relies on a return to linear growth from the following period. There are several factors that could explain these results, consistent with the economic and commercial news of the last quarter.
China singled out
First of all, how can we not mention the case of China from which Apple is forced to move away due to the pandemic?coronaviruscaused considerable damage. By partial replacement,it is Vietnam which would have been chosen by the pundits of Cupertinoto relocate iPad production there.
The Middle Kingdom is today the world's number one market for mobile sales, and that's where Apple is number one. This is perhaps a key factor in decline, to be compared with the Asian processor crisis, multi-factor inflation and abear market* general on which many investors agree.
Several exit options are available to manufacturers: offering subscription offers, reducing manufacturing costs,subcontractingor even increase prices for end consumers.
Revenues down
The IDC file, however, bets on aaverage selling price falling for all 5G smartphonesand this until at least 2026. The same goes for 4G, but not surprisingly given that mobiles which are only equipped with it are becoming less and less present since the arrival of the new generation of mobile network.
Most iPhones currently sold are compatible with 5G: the second generation iPhone SE, the iPhone 13, the iPhone 13 mini,l’iPhone 13 Pro, l’iPhone 13 Pro Max, iPhone 12 and iPhone 12 mini. However, this is not the case for the iPhone 11.
*bear market= period of decline affecting both the stock market and cryptocurrencies
