In September and October 2017, DIGITIMES Research surveyed mainland China and estimated that fourth quarter 2017 smartphone application processor (AP) shipments will reach 179 million, a slight increase of 4.1% from 2017 third quarter, 2017 Year-on-year growth of 1.4% over 2016. Affected by the full-screen trend, smartphone operators revised their designs and delayed product shipments. Mediatek introduced P23 and P30 to break through Cat.7 specification of China Mobile Storage Standard Integrating Vision Processing Unit (VPU) into SoC and Artificial Intelligence (AI) wave to achieve results on the client side to further narrow the gap with Qualcomm's shipments, the fourth quarter will be reduced to 4.1% Qualcomm relies on Modem technology advantages to penetrate the major smart phone industry, and any smartphone operator who gains fruitful results in the market will directly benefit from the excellent market position from the second quarter of 2017 to the third quarter , Benefiting from the increase of Xiaomi handset shipments and the fact that Qualcomm will no longer dominate the market of Cat.7 or above APs and will face price pressure in the fourth quarter of 2017. Mainland Smartphone AP in the third quarter of 2017 was under brand and white label Market conditions showed two kinds of wind In the branded market segment, the downstream smartphone players completed stockpiling in the first half of 2017 and regained their purchasing power. In particular, the largest number of millet phones has grown, with the major beneficiaries being Qualcomm and the rest of the industry up to the end of Q3 Resumed normal sales cycle and maintained a slight growth. In addition, the shipments of smart phone APs in the mainland market in the third quarter of 2017 increased by 24.3 as compared with the second quarter due to the availability of stock by the end of the third quarter, %, Up to 172 million.While the white market sales are not improved, mainly due to excessive price fluctuations of components, especially the memory of the drama, and reduced foreign orders, coupled with the gradual closure of Google from 2017 without GMS (Google Mobile Service) Validated smartphones increased the verification costs of white-label market players and led to a sharp drop in shipments. The main affected companies were Spreadtrum, followed by MediaTek.
