As the epidemic in India and Southeast Asia slows down, demand for overseas mobile phones has rebounded significantly. Coupled with the rush of Chinese brand manufacturers, 4G mobile phone chips continue to be in short supply. The market has reported that MediaTek (2454-TW) officially increased prices for customers in November. The increase is about 10-15%, which is better than the 5-10% estimated by foreign investment, and the 5G chip will increase by about 5%.
MediaTek does not respond to market rumors. The market is optimistic. As the supply and demand of 4G chips still has a big gap, it is a seller’s market, and the cost is reflected. The demand is still quite strong, which will help MediaTek to make profits this quarter and subsequent.
In fact, in addition to the fact that Chinese mobile phone brand manufacturers sharpened their knives and launched new phones in the first half of next year, they are actively stocking up to help the rise. The Southeast Asian market will also affect market buying due to the interference of the epidemic this year. Demand will be delayed until next year. All mobile phone brand manufacturers are all active. Stocking up to seize business opportunities next year will drive the rise of 4G chips.
MediaTek not only reported success in 4G chips, but 5G chips also followed up. The increase announced in November was about 5%, but it mainly reflects the cost side; but in terms of 5G, MediaTek will also launch the first 5G using TSMC’s 4nm at the end of the year. The flagship chip, compared to rival Qualcomm (QCOM-US), is expected to be launched in the second quarter of next year. MediaTek still has an advantage in the supply schedule, which is nearly half a year earlier than its competitors.
Since the Android camp mostly chooses to launch its flagship models in the first half of each year, MediaTek’s launch schedule is seamlessly aligned with customers, helping customers to rush to market in the first time. Therefore, various mobile phone brands tend to cooperate with MediaTek to help 5G chip shipments. growing up.
MediaTek expects that the revenue contribution of the first 4nm 5G flagship chip will be visible at the end of the year, with heavy shipments in the first quarter of next year, and the market is optimistic about the off-season operation.
Nuvoton (4919-TW) Chairman Su Yuanmao also emphasized that although mobile phone shipments this year will be the same as last year, the overall market will return to growth next year. In addition, Qualcomm’s recent financial reports and outlook are far better than market expectations, and the mobile phone industry is ushering in recovery.
