This is the excel report that shows the monthly global sell in vs sell through for handset and smartphone.
November sell in was robust as iPhone 12 series production was full steam ahead. Chinese brands like Xiaomi and Oppo tried to produce as much as they could but were held back by shortages in components like chipsets from MediaTek as well as power managerment and display driver IC's. Sell in during this November could have exceeded last your without these component sonstraints.
Sell through demand improved compared to last month in regions like US and China as the shopping season began.
Author: Varun Mishra
Published Date: December 2020