Recently, the Chinese Taiwan media reported that the supply chain has recently received Samsung's notice, the original suspension of orders to the end of July schedule delayed to at least the end of August, some items before the end of the year will no longer be in stock, MediaTek, Dali Light, double Hong, Shendun and other Samsung supply chain to pull the alarm.

According to the Securities Daily, senior industrial economic observer Liang Zhenpeng pointed out that the Samsung extended suspension of the order time involved in the categories of cell phones, TVs and other household appliances products. Affected by the global new crown pneumonia epidemic on consumer demand, as well as the panel and other core raw materials such as price increases and shortages, making Samsung Electronics' cell phones, TVs and other household appliances products production and sales have been greatly affected.

As we all know, Samsung is the global smartphone and TV two consumer electronics dominant. Take smartphones for example, according to market research firm TrendForce Tibco, in the first quarter of 2022, Samsung ranked first in the world in smartphone production, with 73.8 million units and a market share of 22.8%.

The supply chain revealed that, in terms of cell phones alone, the finished and semi-finished inventory in the hands of channel operators and suppliers can be sold almost until the first quarter of next year. In other words, before the end of this year, Samsung can not pull goods to the supply chain.

Samsung cell phone components mostly use their own components, but also need to MediaTek, double Hong, Dali Light and other Taiwan manufacturers to purchase cell phone chips, heat dissipation modules, lenses and other components.

For customer orders and market conditions have changed, MediaTek response, not to comment on a single customer situation, the company's annual growth target has not changed, the follow-up will be held to explain the law, there will be a more detailed explanation.

It should be noted that since the second quarter, there is a "single cut" or "suspension of procurement" not only happened in Samsung, other consumer terminal companies such as millet, OPPO, vivo, etc. also happened. According to Nikkei Asia, Xiaomi, OPPO, VIVO also informed suppliers that in the next few quarters, orders will be reduced by 20%!