\"<p>Anku
Anku Jain, Managing Director, MediaTek India said that the demand surpassed supply significantly due to covid-related uncertainty and lockdowns, but after two years the smartphone industry will see challenges elevated.<\/span><\/figcaption><\/figure>NEW DELHI: Chipset and smartphone makers in India expect component supply chain-related challenges to resolve starting the second half of this year. Handset brands, however, think that market operating prices of certain products need to increase to maintain sustainability.

“Q2 of this year will see semblance between supply and demand for phones at least. For the rest of the verticals, it will be dragged to the end of the year. We see more sanity coming to the system , settling down to Q2. Automotive and other industries, which have fueled the demand, will have to be streamlined as the auto supply chain is a lot different than smartphones,” Rajen Vagadia, VP and President, Qualcomm<\/a> India and SAARC, told ET.

Anku Jain, Managing Director,
MediaTek<\/a> India said that the demand surpassed supply significantly due to covid-related uncertainty and lockdowns, but after two years the smartphone industry will see challenges elevated.

“We have been working with OEMs and smartphone partners to see through the problem. By the middle of this year, we will reach a solution to this problem. Despite shortages, our revenues have grown but shortage is impacting various verticals,” Jain said.

Madhav Sheth, CEO
realme<\/a> India, VP, realme and President, realme International Business Group said that the fluidity of the lockdown situation across India has had a deep-rooted effect on the smartphone industry including, causing supply chain problems.

“Global chipset shortage is one such major issue. In Spite of these ongoing challenges, we expect the issue to improve until after the second quarter of 2022, as production and distribution facilities will steadily open and expand their operations,” he added.

Tejinder Singh, Head-Product,
Lava International<\/a> Ltd seconded views of Realme and chipset makers and said that the company has localized a portion of its supply chain and also established long term agreement with key component vendors like MediaTek in chipset segment and few other key vendors.

“The challenges are due to supply demand mismatches on a global scale. The problem will ease out though, as per our interaction with supply chain partners , the problem will start reducing from the second half of 2022,” Singh added.

Sheth, however, said that to maintain sustainability, everyone in the Indian market will have to increase market operating prices of a few products, as none of the brands, including Realme, can absorb it all.

“...the pricing has been impacted by ongoing supply chain issues; however, the industry has done its best to absorb the pricing. To ensure that our consumers do not face a supply shortage for our current products, we collaborated with the mainstream chipset makers and third-party suppliers,” Sheth added.

Tarun Pathak, research director at Counterpoint said that while shortage at large is expected to ease from second quarter onwards, though it will vary from parts to parts. “PMIC ( power management IC) ade still in short supply.”

Read also<\/h4>
<\/a><\/figure>
Apple iPhones log 48% growth in India in 2021 with 4.4% market share<\/a><\/h5><\/div>
<\/a><\/figure>
Apple, Samsung may make handsets worth $5 billion in FY22<\/a><\/h5><\/div>
<\/a><\/figure>
Superb response to govt&#39;s semiconductor manufacturing push, says Vaishnaw<\/a><\/h5><\/div>
<\/a><\/figure>
Vedanta charts $8 billion chip manufacturing plan via Foxconn JV<\/a><\/h5><\/div><\/div><\/div>
Pathak said that handset companies are also worried about logistics cost as well which is another key challenge for companies. “...but nonetheless we are hoping for a better H2 2022 assuming vaccination rates across the regions goes up, covid related restrictions lifting.”

Experts believe that TWS growth in the Indian market was 74.7% in 2021. This market didn’t exist in the past and now there is additional demand hence supply shortages of chipsets specifically and few other components as well. Secondly, automation in automotive sector, FMCD sector , increased use cases in IOT have put additional pressure on demand side

Lava’s Singh said that the prices have increased specifically in chipset which has witnessed a steep rise due to semiconductor shortage. “The chipset is the biggest reason for the increase in cost of mobiles as chipset contributes 10-20% to overall Bill of material cost. There is some increase in other components like packaging cost, electronic components which puts pressure on pricing.”

Mediatek’s Jain, however, said that the company will be launching new chipsets across price ranges to give more choices to its handset partners. “Prices are driven by OEMs. We play a significant role in tech but there are other components which are relevant for pricing. We have an entire bouquet available of phones to democratise 5G and to offer flexibility to OEMs.”
<\/body>","next_sibling":[{"msid":89722249,"title":"India to be hub of emerging market strategy for PUBG maker Krafton","entity_type":"ARTICLE","link":"\/news\/india-to-be-hub-of-emerging-market-strategy-for-pubg-maker-krafton\/89722249","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":89743081,"entity_type":"ARTICLE","title":"Chipset challenges to resolve by next quarter; handset brands want price increase for sustainability in India","synopsis":"\u201cQ2 of this year will see semblance between supply and demand for phones at least. For the rest of the verticals, it will be dragged to the end of the year. We see more sanity coming to the system , settling down to Q2. Automotive and other industries, which have fueled the demand, will have to be streamlined as the auto supply chain is a lot different than smartphones,\u201d Rajen Vagadia, VP and President, Qualcomm India and SAARC, told ET.","titleseo":"telecomnews\/chipset-challenges-to-resolve-by-next-quarter-handset-brands-want-price-increase-for-sustainability-in-india","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100&hid=268","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":4187,"shares":0,"engagementtimems":8596000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2022-02-22 12:20:44","lastupd":"2022-02-22 12:20:45","breadcrumbTags":["Chip Shortage","Devices","Qualcomm","chips","Realme","Qualcomm chips","MediaTek","smartphone prices","smartphone sales","Lava International"],"secinfo":{"seolocation":"telecomnews\/chipset-challenges-to-resolve-by-next-quarter-handset-brands-want-price-increase-for-sustainability-in-india"}}" data-authors="[" danish khan"]" data-category-name="" data-category_id="" data-date="2022-02-22" data-index="article_1">

芯片组解决的挑战下个季度;手机品牌想要在印度价格增长的可持续性

“今年第二季度会看到至少表面上对手机的需求和供给之间。剩下的垂直,将会拖到今年年底。我们看到更多的理智,Q2安定下来。汽车和其他行业,这推动了需求,必须简化的汽车供应链和智能手机不同,很多“Rajen Vagadia,副总统和总统,高通印度和南亚区域合作联盟,告诉等。

丹麦汗
  • 更新于2022年2月22日,将近12点是
阅读: 100年行业专业人士
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< p > Anku Jain,董事总经理,联发科印度表示,需求超过供给明显由于covid-related不确定性和封锁,但经过两年智能手机行业将挑战升高。< / p >
董事总经理Anku Jain,联发科印度说,需求超过供给明显由于covid-related不确定性和封锁,但经过两年智能手机行业将升高的挑战。
印度新德里:芯片和智能手机制造商期望组件供应chain-related挑战解决从今年下半年开始。手机品牌,然而,认为市场操作某些产品的价格需要增加保持可持续性。

“今年第二季度会看到至少表面上对手机的需求和供给之间。剩下的垂直,将会拖到今年年底。我们看到更多的理智,Q2安定下来。汽车和其他行业,这推动了需求,必须简化的汽车供应链和智能手机不同,很多“Rajen Vagadia,副总统和总统,高通印度和南亚区域合作联盟,告诉等。

广告
Anku Jain,董事总经理,联发科印度表示,需求超过供给明显由于covid-related不确定性和封锁,但经过两年智能手机行业将升高的挑战。

“我们一直与oem和智能手机合作伙伴合作,透过问题。在今年,我们将解决这个问题。尽管短缺,我们的收入增长但短缺是影响各种垂直,”Jain说。

首席执行官Madhav Shethrealme印度,副总裁,realme和总统,realme国际商业集团表示,封锁的流动性情况在印度有一个根深蒂固的影响智能手机行业,包括导致供应链问题。

“全球芯片短缺就是这样的一个主要问题。尽管这些持续的挑战,我们期待这个问题改善,直到2022年第二季度,作为生产和分销设施将稳步开放和扩大他们的业务,”他补充道。

Head-Product Tejinder辛格(manmohan Singh)熔岩国际有限公司借调Realme和芯片制造商的观点,他表示,该公司已本地化的一部分其供应链,还建立了长期协议与关键供应商联发科芯片段和其他一些关键的供应商。

“挑战是由于供应需求不匹配在全球范围内。这个问题会缓解,按我们的交互与供应链合作伙伴,这个问题将从2022年下半年开始减少,”辛格说。

广告
然而,Sheth说,为了保持可持续发展,每个人都在印度市场将不得不增加市场操作几个产品的价格,没有一个品牌,包括Realme,能吸收这一切。

“…价格一直受到持续的供应链问题的影响;然而,这个行业已经做了最好的吸收定价。以确保我们的消费者不为我们当前的产品面临着供应短缺,我们与主流芯片制造商和第三方供应商,”Sheth补充道。

塔伦帕沙克,对比研究主管表示,尽管缺乏大型预计将从第二季度开始缓解,虽然它会因地区而异的部分。“PMIC(电源管理IC)正面仍然供不应求。”

读也


帕沙克说,手机公司也担心物流成本是公司的另一个关键的挑战。“…但是我们希望到一个更好的H2 2022个假设疫苗接种率在整个地区上升,covid相关限制解除。”

专家认为,TWS印度市场的增长在2021年是74.7%。这个市场不存在在过去和现在有额外需求因此专门供应短缺的芯片组和其他一些组件。其次,汽车行业的自动化、FMCD部门增加用例在物联网对需求侧施加额外的压力

熔岩的辛格说,价格增加了专门芯片组中由于半导体短缺发生了急剧上升。“的芯片组是最大的原因增加成本的手机芯片组10 - 20%有助于整体比尔的材料成本。有一些其他组件,如包装成本增加电子元件将定价压力。”

联发科技的耆那教徒,然而,说,该公司将会推出新的芯片组在价格范围给手机合作伙伴更多的选择。“价格由oem厂商。我们扮演了一个重要的角色在技术但有其他组件相关的定价。我们有一整束可用的手机民主化5 g和oem厂商提供灵活性。”
  • 发布于2022年2月22日,将近12点坚持
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\"&lt;p&gt;Anku
Anku Jain, Managing Director, MediaTek India said that the demand surpassed supply significantly due to covid-related uncertainty and lockdowns, but after two years the smartphone industry will see challenges elevated.<\/span><\/figcaption><\/figure>NEW DELHI: Chipset and smartphone makers in India expect component supply chain-related challenges to resolve starting the second half of this year. Handset brands, however, think that market operating prices of certain products need to increase to maintain sustainability.

“Q2 of this year will see semblance between supply and demand for phones at least. For the rest of the verticals, it will be dragged to the end of the year. We see more sanity coming to the system , settling down to Q2. Automotive and other industries, which have fueled the demand, will have to be streamlined as the auto supply chain is a lot different than smartphones,” Rajen Vagadia, VP and President, Qualcomm<\/a> India and SAARC, told ET.

Anku Jain, Managing Director,
MediaTek<\/a> India said that the demand surpassed supply significantly due to covid-related uncertainty and lockdowns, but after two years the smartphone industry will see challenges elevated.

“We have been working with OEMs and smartphone partners to see through the problem. By the middle of this year, we will reach a solution to this problem. Despite shortages, our revenues have grown but shortage is impacting various verticals,” Jain said.

Madhav Sheth, CEO
realme<\/a> India, VP, realme and President, realme International Business Group said that the fluidity of the lockdown situation across India has had a deep-rooted effect on the smartphone industry including, causing supply chain problems.

“Global chipset shortage is one such major issue. In Spite of these ongoing challenges, we expect the issue to improve until after the second quarter of 2022, as production and distribution facilities will steadily open and expand their operations,” he added.

Tejinder Singh, Head-Product,
Lava International<\/a> Ltd seconded views of Realme and chipset makers and said that the company has localized a portion of its supply chain and also established long term agreement with key component vendors like MediaTek in chipset segment and few other key vendors.

“The challenges are due to supply demand mismatches on a global scale. The problem will ease out though, as per our interaction with supply chain partners , the problem will start reducing from the second half of 2022,” Singh added.

Sheth, however, said that to maintain sustainability, everyone in the Indian market will have to increase market operating prices of a few products, as none of the brands, including Realme, can absorb it all.

“...the pricing has been impacted by ongoing supply chain issues; however, the industry has done its best to absorb the pricing. To ensure that our consumers do not face a supply shortage for our current products, we collaborated with the mainstream chipset makers and third-party suppliers,” Sheth added.

Tarun Pathak, research director at Counterpoint said that while shortage at large is expected to ease from second quarter onwards, though it will vary from parts to parts. “PMIC ( power management IC) ade still in short supply.”

Read also<\/h4>
<\/a><\/figure>
Apple iPhones log 48% growth in India in 2021 with 4.4% market share<\/a><\/h5><\/div>
<\/a><\/figure>
Apple, Samsung may make handsets worth $5 billion in FY22<\/a><\/h5><\/div>
<\/a><\/figure>
Superb response to govt&#39;s semiconductor manufacturing push, says Vaishnaw<\/a><\/h5><\/div>
<\/a><\/figure>
Vedanta charts $8 billion chip manufacturing plan via Foxconn JV<\/a><\/h5><\/div><\/div><\/div>
Pathak said that handset companies are also worried about logistics cost as well which is another key challenge for companies. “...but nonetheless we are hoping for a better H2 2022 assuming vaccination rates across the regions goes up, covid related restrictions lifting.”

Experts believe that TWS growth in the Indian market was 74.7% in 2021. This market didn’t exist in the past and now there is additional demand hence supply shortages of chipsets specifically and few other components as well. Secondly, automation in automotive sector, FMCD sector , increased use cases in IOT have put additional pressure on demand side

Lava’s Singh said that the prices have increased specifically in chipset which has witnessed a steep rise due to semiconductor shortage. “The chipset is the biggest reason for the increase in cost of mobiles as chipset contributes 10-20% to overall Bill of material cost. There is some increase in other components like packaging cost, electronic components which puts pressure on pricing.”

Mediatek’s Jain, however, said that the company will be launching new chipsets across price ranges to give more choices to its handset partners. “Prices are driven by OEMs. We play a significant role in tech but there are other components which are relevant for pricing. We have an entire bouquet available of phones to democratise 5G and to offer flexibility to OEMs.”
<\/body>","next_sibling":[{"msid":89722249,"title":"India to be hub of emerging market strategy for PUBG maker Krafton","entity_type":"ARTICLE","link":"\/news\/india-to-be-hub-of-emerging-market-strategy-for-pubg-maker-krafton\/89722249","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":89743081,"entity_type":"ARTICLE","title":"Chipset challenges to resolve by next quarter; handset brands want price increase for sustainability in India","synopsis":"\u201cQ2 of this year will see semblance between supply and demand for phones at least. For the rest of the verticals, it will be dragged to the end of the year. We see more sanity coming to the system , settling down to Q2. Automotive and other industries, which have fueled the demand, will have to be streamlined as the auto supply chain is a lot different than smartphones,\u201d Rajen Vagadia, VP and President, Qualcomm India and SAARC, told ET.","titleseo":"telecomnews\/chipset-challenges-to-resolve-by-next-quarter-handset-brands-want-price-increase-for-sustainability-in-india","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100&hid=268","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":4187,"shares":0,"engagementtimems":8596000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2022-02-22 12:20:44","lastupd":"2022-02-22 12:20:45","breadcrumbTags":["Chip Shortage","Devices","Qualcomm","chips","Realme","Qualcomm chips","MediaTek","smartphone prices","smartphone sales","Lava International"],"secinfo":{"seolocation":"telecomnews\/chipset-challenges-to-resolve-by-next-quarter-handset-brands-want-price-increase-for-sustainability-in-india"}}" data-news_link="//www.iser-br.com/news/chipset-challenges-to-resolve-by-next-quarter-handset-brands-want-price-increase-for-sustainability-in-india/89743081">