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Musing-Weekly Newsletter

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The Global Chip Shortage Is Hitting The Supply Of Lower-Cost Android Phones In The US
 
The report by Wave7 Research said that a T-Mobile store manager told Wave7’s Jeff Moore that the shortage is affecting "everybody but Apple."
  • It’s not flagships: Samsung’s Galaxy S21 and S21 Ultra are reportedly readily available.
  • But older or cheaper handsets remain out of stock: Verizon had or has no availability of the Galaxy A02s, the Note 20, the Galaxy A01, the Galaxy A21 and the Galaxy A51, says the report.
  • It’s the same for OnePlus: Its cheaper OnePlus Nord N200 offering sold well in July — as high as the top seller at Metro in July, with a 20% share on that network — but “amid short supply of certain OnePlus devices," share fell to 10% in August.
  • Still: "The shortage of Samsung phones has helped cement OnePlus' position as the top Android alternative," notes the report, with OnePlus’ share at T-Mobile reaching a reported 8%, an all-time high.
 
Outside the US, a Xiaomi factory has had to halt production on certain phones, with warnings that it is spreading, months after the first signs of shortages emerged. Apple also warned of chip supply problems. 
From CNBC in late July, when Tim Cook was warning investors and analysts about shortages, saying silicon “supply constraints” will affect sales of the iPhone as well as the iPad:
  • “Cook said that the shortages aren’t in the high-powered processors that Apple has manufactured for its devices, but in what’s called “legacy nodes,” or chips that do everyday functions like driving displays or decoding audio and can be manufactured using older equipment.
  • “The majority of constraints we’re seeing are of the variety classified as industry shortage,” according Cook.
  • “We do have some shortages”

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