Recently, the cross-strait supply chain frequently outgoing smartphone brand customers in the 1th quarter of 2018 orders news, and as the snowball roll the bigger, following the mainland mobile phone brand factory oppo, Vivo, such as the first chop, Apple (AAPL) also began to repair the top of the iphone x order, or even two degrees under the iphone The 8 and iphone 8 plus orders have left the Apple supply chain on both sides worried about the impact of short-term operating performance. Taiwan's IC design industry also announced Samsung Electronics (Electronics) will follow up, the 1th quarter of 2018 order volume of more than two hundreds of points, the global mobile phone brand operators have been cutting single action, highlighting the global demand for smartphone market pressure to reduce stress, In the 1th quarter of 2018, there were signs of a hyper-cold spell on both sides of the smartphone supply chain, and even a number of cross-strait factories and 0 component suppliers were blunt, and the company began to put in early winter holidays. Mainland mobile phone brand manufacturers Oppo and Vivo in the end of 2016, the wrong assessment of the situation, a large number of intended to enter the overseas market, but in 2017 years, half shipments apparently fell, even at the end of the 2nd quarter to intensify the nightmare of inventory, it seems that at the end of 2017 again, Recently, the cross-strait mobile phone supply chain oppo Emergency repair in the 1th quarter of 2018 order volume more than 30%, Vivo also follow up the reduction of stock volume more than two-digit percentage point. Oppo and Vivo cut single action, so that the Taiwan-related IC design companies and 0 component suppliers November revenue performance, the first step is not as expected, and associated with the 1th quarter of 2018 operating performance Outlook biased Conservative. Operators revealed that the Oppo 2018 1th Quarter order amplitude of such a large main reason, May and oppo consider to maintain the company profitability, decided to fade out of the mainland's lower-order mobile phone market, the future oppo will focus on R Series smartphone product line, a series of mobile phone product line is suspended update. Apple's 2017 grand launch of the iphone X seems to be facing a challenge like the iphone 8 and iphone 8 Plus, which is not as predictable as expected in the 4th quarter of 2017, faster than ever before, and after the negative factors that have been lost on parallel importers, Apple's recent 1th-quarter order visibility for the international analog IC maker has also seen about 20% of the next revision, with the iphone X, iphone 8 and iphone 8 plus all winning. Among them, the iphone 8 and the iphone 8 plus are in the 4th quarter of 2017, after the second revision of the single volume, visible in its end market performance is not good, as Apple decided to repair the 2018 1th quarter of the IPhone related 0 component stock, the 2nd quarter will enter the new and old products of the alternating period Apple's supply chain will enter more than a quarter of the operating growth of the empty window period. And in the mainland mobile phone brand factory and Apple successively after the 1th quarter of 2018 order volume, the recent Taiwan Department IC design industry also said that Samsung 2018 1th quarter Order reduction fear in the 10~20%, this series of orders under Repair action, has been unable to use a single mobile phone brand factory product strategy, Inventory Control, The factors such as the growth and decline of the market are explained by the obvious unfavourable pressure of the whole environment. Global smartphone market demand growth strength fear will continue to weaken, even the mainland smartphone market 2018 still have the pressure to go down, but 2017 global science and technology industry obviously Kaiyuan thin, resulting in the downstream customers constantly hoarding key 0 components, lest suffer from shortage and the cost of the pain, everyone hands inventory level is high, But the end smartphone market is not enthusiastic, and brand customers are forced to choose to start the inventory level in the 1th quarter of 2018.
