The mainland smartphone market dipped for the first time last year and the trend remained sluggish this year. For the Taiwan-based component factories that mainly focus on mainland mobile phones such as MediaTek and Caijing, the impact is the biggest.
Shipments of the mainland's smart phone brand factory all the way down last year, especially in the high-end models can not sell the most obvious phenomenon, the first quarter of this year is still in inventory adjustment status .In the effect of interference, Qualcomm and MediaTek two major mobile phone chip platform Affected by legal person estimates, MediaTek smart phone chip shipments this season less than two percent of the fear of the season, quarterly quarterly revenue decline also fell about 20%.
Small and medium-size panel makers Caijing and Hua Ying are panel suppliers for the Chinese mobile phone brands, of which, more than 90% of the panels are sold to mainland brands, covering first-line mainland brands such as Huawei and OPPO, and through Taiwan, Hong Kong and Mainland agents sales.
Caijing previously benefited from the mainland smart phone shipments strong, single-quarter gross profit margin into the over 40%, with the mainland smart phone market reversed down, the stock pulled high, it is bound to slash the panel pull cargo strength, Caijing will also be affected Impact.
According to the legal person, in addition to the main chip of the mobile phone, the remaining components including memory, driver chips, cellphone lens, and substrate will also feel more intense off-season effects in the first quarter of this year.