Qualcomm and MediaTek parallel the world's two major handset chip suppliers, excluding handset brand factory-made part of the two companies worldwide mobile phone chip market accounted for a total of more than Qi Cheng, operating trends fully represent the mobile phone supply chain kinetic energy, with the release of the two major manufacturers simultaneously Quarter momentum is not short message, means that the overall mobile phone market this quarter is still worth the ride.
Among them, MediaTek has said in a few days ago will be announced Q4 fiscal results, by the non-handset market into the off-season impact, estimated revenue of about 59.2 billion to 64.3 billion this quarter, will be down 7% quarter to quarter by 1% ; Fourth quarter mobile platform shipments will reach 110 million to 120 million units, unchanged from the previous quarter, no seasonal effect.
Qualcomm held a lawsuit in the United States and West on the 1st, said the lawsuit will be released last quarter (as of September 24) earnings report, although the Taiwan Fair Fair penalty will be 778 million U.S. dollars, resulting in profits fell to 168 million U.S. dollars, an annual reduction of nearly 90% However, revenue and profit-taking performance was better than expected, excluding exceptional items.
Qualcomm third quarter earnings from the point of view, the cause of smart phone chip revenue of more than 3 billion US dollars, an increase of 25% on behalf of the non-smart phones to expand the field of gradual growth; chip business revenues also increased by 13% Confirm the growth of market share this year.
However, Apple refused to pay the royalties impact, Qualcomm last quarter, franchising revenue from licensing greatly reduced by 36% over the same period last year.
Outlook this quarter, Qualcomm estimates this quarter revenue will range from 5.5 billion to 6.3 billion US dollars, a 6% quarter-on-quarter increase of 6%, slightly better than MediaTek's financial report; single-quarter MSM chipset shipments will be at 220 million to 240 million suites, compared with the previous quarter and flat growth of 10% over the same period last year, slightly higher than MediaTek.
From Qualcomm and MediaTek earnings report, both show smart phone shipments this quarter and the previous quarter flat to grow into a 10. Corporate believes that this represents the fourth quarter of smart phones do get a new machine deferred effect blessing, operating kinetic energy will be Off-season is not short, favorable overall mobile phone component supply chain.
In addition, Qualcomm also said at the law conference, plans to acquire NXP's cash program for 38 billion US dollars in the hope that by the end of this year, but does not rule out the delay until early 2018.
