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Demand for PC and smartphone chips drops 'like a rock' says CEO of China’s top chipmaker

DS999 Silver badge

It can still be more expensive for smartphone OEMs to source parts, so while they may have incentive to discount the models that are gathering dust on shelves that's unlikely to affect the pricing or production schedule for models that are moving.

Slowing smartphone sales (and slowing auto production & sales in China due to the lockdowns) does take some of the pressure off the chip supply. But the lockdowns also affect the fabs in China producing a lot of their commodity chips that are in shortage like PMICs, so overall it may be a wash.

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