We expect smartphone BOM costs for 4Q23 may increase by USD$9~11 compared to 3Q23.
December 29, 2023
Key Takeaways:
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In 4Q23, smartphone BOM costs are expected to increase by USD $9~11 compared to 3Q23.
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Breaking down the anticipated USD$9~11 price hike in 4Q23, memory is expected to constitute the largest share at 52~57%, followed by display, CIS, RFFE, and lens.
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The increase in prices may result from vendors previously using extremely low component prices to boost sales, but their current focus is on raising prices to regain profit margins.
Full insights are delivered in Dec.22nd weekly report.
The information we shared is only a short excerpt of our monthly report. If you have further interest in our research and findings, we would be happy to provide you with a more detailed and comprehensive report that includes additional insights and data points. Please contact us to access our full insights.
Authors
Eddie Han
Eddie Han, Sr. Analyst/Research Director at Isaiah Research, has been studying smartphone industry for 10+ years. Focus on smartphone and the related components supply chain research. Master in Social Enterprise, Fu Jen Catholic University, Taiwan. Currently as the Sr. Analyst/Research Manager of Smartphone Team at Isaiah Research and lead 3+ members to work on supply chain analysis from smartphone(Apple/Android), 5G, RF, camera, display to XR research with a solid methodology. Business development and customer management include top-tier smarphone brands and components vendors. Used to work as Sr. Industry Analyst/Section Manager for 10+ years at Market Intelligence and Consulting (MIC). Conduct 150+ smartphone industry reports on OEM/EMS/ODM shipment tracker, application processor, radio frequency, display and 5G communication related research.
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