Mainland mobile phone demand strong Taiwan IC design pass news

China's 11th Golden Week 3G and 2.75G smart phones are buying gas. As China Unicom, China Telecom and China Mobile compete for high subsidies, and the average unit price of the new smart phones is higher, so that the mainland can The brand cell phone factory found a new blue ocean, and the entire industry chain began to increase in a positive cycle. The market demand for the mainland smartphone market is expected to continue to grow in the fourth quarter, and there will be more room for growth in 2012. The mobile phone industry chain in the mainland The output value is expected to continue upward upwards.

After the end of the 11th National Day holiday in mainland China, most Taiwanese IC designers and IC distributors have received good news of sales, which is expected to effectively digest the inventory of former mainland OEMs and brand customers, while the Chinese Lunar New Year in 2012. Appearing at the end of January, it is expected to support the mainland customers to pre-build inventory in advance in the fourth quarter of 2011, which in turn raises the order visibility for Taiwanese IC designers in the fourth quarter.

Mainland cottage makers said that the market demand for smart phones in the mainland has fully exploded, and that MediaTek, Morningstar, Spreadtrum, and Qualcomm have rushed to introduce the latest smart phone board solutions to reduce their entry barriers. Recently, there has been a hundred disputes in the mainland market for 3G and 2.75G smart phones. Not only local telecommunications operators have launched sea tactics, even Alibaba, Sina, Tencent and Other Internet companies have launched their own branded 3G mobile phones, making the entire market more lively. Rolling.

It is worth noting that due to the anticipated purchase of 3G mobile phones after the 11th National Changchun Holiday, it is expected! Coupled with the trend of the end-market changeover, many mainland brands and cottage makers have recently accelerated their inventories and developed new machines to meet the demand for a new wave of smart phones for the Chinese Lunar New Year in late January 2012.

Under this scrutiny, MediaTek’s 4th quarter mobile phone chip order visibility did not decline along with the traditional off-season effect. Even as the proportion of high-priced 3G mobile phone chips contributed to the increase in sales, it is very likely that the 4th quarter will increase compared to the 3rd quarter. However, it is still difficult to estimate the decline in the performance of other chip product lines such as consumer electronics, LCD TVs and optical storage. Therefore, the company is not willing to externally declare its fourth-quarter results to increase.

IC design industry believes that MediaTek’s fourth quarter revenue and profit performance is not expected to decline. After MediaGame’s 3G and 2.75G smart phone products have been successfully fashioned as business people’s essential and new fashion products, MediaTek’s 4th quarter 3G mobile wafer chip orders have been reported as the first.

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