Samsung's annual flagship mobile phone Galaxy S23 series debut, Taiwan factory supply chain is expected to benefit.

(Photo by reporter Wang Yihong)

[Reporter Wang Yihong/Taipei Report] Samsung’s annual flagship mobile phone Galaxy S23 series debuted. Facing concerns about high global mobile phone inventory and sales volume unable to return to pre-epidemic levels, Samsung said that despite the challenging economic environment, it is expected that the high-end mobile phone market will be affected. The impact will be less than that of the entire smartphone market. With the global economic downturn, consumers are more cautious in purchasing mobile phones, and put quality as the first consideration, and tend to choose trustworthy, durable and reliable devices that keep pace with the times. The demand for mobile phones will continue to increase.

According to data released by the market research organization Canalys, global smartphone shipments will drop by 11% in 2022, and the market will decline. However, Samsung’s market share has bucked the trend and increased by 1%, and it still holds a 22% market share and is firmly in the leading position in sales.

Market participants believe that with the launch of Samsung Galaxy S23, S23+, and S23 Ultra, the supply chains of Taiwanese manufacturers such as Largan (3008), GIS-KY (6456), and Crystal Technology (3042) are expected to benefit.

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Chen Qimeng, general manager of the Mobile Communications Division of Samsung Electronics Taiwan, said that the 2023 Samsung Global MX (Communications Division) strategy mainly focuses on expanding high-end customers, covering product lines such as smartphones and tablets, with the Ultra brand leading the charge and attracting existing customers. Galaxy Note owners join the Ultra bandwagon.

Chen Qimeng further stated that as far as the Galaxy S22 series is concerned, the number of Ultra models accounted for more than 40% of Samsung's global sales, and more than 50% in the Taiwan market. In terms of tablets, the Galaxy Tab S8 Ultra also performed well, showing the market for high-end tablets Demand will continue to be buoyant. In addition, in the past ten years, the replacement cycle of smartphones has continued to lengthen. Current forecast data shows that consumers' replacement cycles are as long as 40 to 43 months. The Galaxy S23 Ultra inherits the design of the S Pen , Note function, will attract consumers to replace their Galaxy Note or old Galaxy S series models with new ones.

MIC predicts that global mobile phone shipments will reach 1.327 billion units in 2023, with a growth rate of 5.2%.

Among them, 5G communication continues to be the development trend. The global 5G mobile phone shipment is estimated to be 840 million units, and the penetration rate will exceed 60%, reaching 63%.

The Samsung Galaxy S23 series launched a total of three models, Galaxy S23, S23+, and S23 Ultra. The colors are purple, green, white, and black. They will be sold in selected markets around the world from February 17. announced.

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