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With Arrival of Peak Sales Season, 3Q24 Smartphone Production Rose 7% QoQ and Remained Flat YoY

Last Modified

2024-12-03

Update Frequency

Aperiodically

Format

PDF

TrendForce reports that global smartphone production grew by 7% QoQ in 3Q24, driven by peak seasonality and new iPhone launches, but remained flat YoY, indicating weak demand recovery. While the Android segment remained sluggish, Apple's new iPhones and early stocking for NVIDIA's GB200 supported mobile DRAM revenue growth. Smartphone production is expected to peak in Q4, but brands remain cautious with inventory due to uncertain demand outlook.

＜Total Pages：8＞

Sector: Semiconductors

Tag: DRAM Smartphone Mobile Memory iPhone Competitive Landscape Inventory Market Share Pricing Trends Revenue Shipments Supply & Demand Samsung Apple

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