When Trump visited Beijing, he obtained a deal worth $ 12 billion for Qualcomm, signed a non-binding memorandum of understanding with OPPO, Xiaomi and Vivo respectively and will supply the three Chinese mobile phone companies with spare parts within the next three years.
As the three companies are MediaTek past and the current major customers, the impact of fear of reducing MediaTek in mainland China market share, which, MediaTek said inconvenience comments.Currently, cooperation with customers does not cut prices, with the customer about the project part of the next year , Nor because of this change in the price.
MediaTek flagship P23 chip this season, introduced last quarter, this quarter began heavy volume, the memorandum does not affect the shipments and the amount of P30 has not been affected.
According to market estimates OPPO, Vivo, millet and other three mobile phone factory, shipments in 2018 were 130 million, 110 million, 130 million, if the average unit price of Qualcomm mobile phone chips, the next three years, the three land mobile phones Plant total annual purchase of Qualcomm mobile phone chip will reach 200 million sets of more than legal person circle expected MediaTek mobile phone market share in the mainland may be reduced to the first three heads.
But the industry believes that in the past Qualcomm and the mainland brand mobile phone co-operation has continued to exist, the mainland mobile phone manufacturers also maintain the second supplier business model, three-year purchase of 12 billion US dollars, almost Qualcomm sales in the mainland, the memorandum only to maintain Qualcomm currently in China The number of mainland sales, together with the non-binding memorandum of intention of cooperation, the three handset manufacturers still have the right to choose suppliers, the actual impact is not significant.