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Samsung has been exposed to cut orders, and manufacturers of key components of mobile phones are bearish on the market performance.

2025-04-06 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > IT Information >

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Shulou(Shulou.com)11/24 Report--

CTOnews.com, November 14 (Xinhua)-- Samsung plans to slash smartphone shipments by 13% next year, or about 30 million units, according to Taiwan's Economic Daily. At the same time, Japanese parts manufacturer Murata, Taiwan parts manufacturer Guoju, Tongxin Power, Duntai and others are also generally bearish about the market situation.

Among them, Murata is the global leader in passive component MLCC (Chip Multilayer Ceramic Capacitor), providing electronic modules and components for Apple iPhone, Samsung smartphone and domestic mobile phone brands. Murata President Nakajima previously warned that demand for smartphones in Greater China should show no signs of recovery this year, and even mobile phone sales next year will continue this year's decline.

Guoju, a manufacturer of passive components, said that the demand for consumer electronic terminals such as laptops and smartphones has slowed down, and it is expected that the inventory adjustment of standard products will take about six months to eliminate, and only the demand for special products such as industrial control and automobiles will remain stable, and the capacity utilization rate of related products will remain high-grade.

Tongxindian, a manufacturer of COMS image sensor chip (CIS) packaging, also said that at present, client inventory in the mobile phone market continues to rise, and mobile phone sensor suppliers may need more than two to three quarters to eliminate inventory, and it is estimated that Tongxindian's related business will rebound only after the end of the second quarter and the third quarter of next year.

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