OEM mobile phone makers a basic balance between supply and demand of inventory
From the amount in terms of mobile inventory at the end of the first quarter fell to 6.2 billion in the third quarter of 2008 was a record high of 8.6 billion recently.
ISuppli analyst CarloCiriello financial services company, said: "In the current inventory levels, OEM manufacturers have no reason to produce more than demand for mobile phones."
The end of the first quarter, the phone inventory days to 30 days. This means slightly lower than normal inventory levels, operating income in the current macroeconomic situation and MAX328CWE price and the weak, which is more appropriate.
"However, there is a risk factor," Ciriello warned that "less means that the safety stock inventory is lower. Although the OEM manufacturers are now able to better control prices and MAX328CWE suppliers and distribution, but in the future If a sudden increase in demand, they will surprise, can not take full advantage of significantly increased demand for the opportunities. "
The figure below shows on the OEM mobile phone, iSuppli forecasts the number of days of inventory.
Source: iSuppli Corporation, June 2009 P>
ISuppli predicts, OEM manufacturers in the second quarter, inventory levels remain low, because the quarters revenue growth in the mobile phone industry is still weak. Days of inventory is expected to remain at 30 days.
The third quarter, iSuppli predicts that the mobile phone market will resume growth, sales increased by 7.8% than the second quarter. This growth comes mainly from increase in orders after the order close to stagnation. In addition, the stock will rise about 5%. iSuppli predicts a corresponding increase in demand and inventory will inventory days remained at 30 days.
The fourth quarter, iSuppli predicts that mobile phone sales will grow by 8.1%. Meanwhile, the stock will drop by 1.5%, in line with seasonal patterns. This will result in days of inventory down to less than 30 days, which is a healthy inventory levels, then more light will enter the market in the first quarter.
2009 in mobile phone market remains sluggishWhile the mobile phone market conditions
expected to stabilize in the second half, but will remain weak in 2009 year.
2009 global mobile phone unit shipments are expected to 11 million, compared with 1.3 billion in 2008 decreased by 12%. Than expected sales in 2009 fell 18% in 2008. P>