Even as the China supply chain lurches to life after a shutdown for most of the first quarter, the global smartphone market is expected to post a record contraction in the second quarter because of ongoing coronavirus impacts.
Apple’s iPhone 11 Pro line was a large percentage of what Apple built in the first calendar quarter of 2020
The first calendar quarter of 2020 was impacted by the smartphone supply chain effectively shut down by the coronavirus pandemic. However, that virus is going to have demand effects carrying forward in the second quarter, according to new research by Trendforce.
In a report published on Thursday morning, Trendforce believes that global smartphone production for the first calendar quarter of 2020 fell 10% year-over-year to 280 million units across the industry. If accurate, this is the smallest global volume of smartphone production in five years.
Smartphone volume forecast for first and second quarters of 2020
While the firm acknowledges that the supply chain is recovering now, demand destruction and major economic meltdowns will further impact consumer demand. As a result of the combined impact will result in a bigger year-over-year drop in the second quarter of 16.5% to about 287 million units produced.
Apple-specific impacts on demand and shipments
Apple’s overall shipments are in third place, behind Samsung at number one, and Huawei. Trendforce believes that Apple’s shipments in the first quarter fell 8.7% year-over-year to