MediaTek's 10nm mid-end chip P35 unveiled unexpectedly in the 10nm process intended to undermine TSMC in 2017. MediaTek recently announced its January operation, with revenue declining 9.7% from the previous quarter and 8.1% year-over-year to a two-year monthly revenue New low.
In 2016 and 2017, MediaTek could be described as having leaks and rainy nights. In 2016, it failed to launch the LTE Cat7 technology chip that supports China Mobile's request, causing Chinese handset makers to abandon its chips. In 2017, MediaTek intends to bet on TSMC's 10nm process technology The high-end chip helio X30 and the mid-chip P35, hoping to compete with Qualcomm in terms of performance and power consumption, have suffered TSMC's 10nm process production delays and given priority to Apple's limited production capacity to MediaTek eventually resulting in the P35 being terminated.
MediaTek
The high-end chip X30 eventually only Meizu one adopted, and the huge market in the mid-chip chip market lost MediaTek voice, which led MediaTek revenue decline .Second half of last year, MediaTek emergency helio P23 and P30 chip, mainly in the The original helio P20 upgrade based on the baseband, support for LTE Cat7 technology, access to China's two mobile phone companies OPPO and vivo support.
Fourth quarter in the OPPO and vivo extensive use of MediaTek P23 / P30 chip push mobile phone when the Chinese smart phone market has suffered a winter, the Chinese smart phone market from October to December monthly smart phone shipments fell 10% 30%, which has caused a huge impact on OPPO and vivo.
IDC released the Chinese smartphone market shipments rankings data show that in the fourth quarter of 2017 China's smart phone market share of the top five were Huawei, OPPO, vivo, millet and Apple, Huawei, Xiaomi shipments increased by 6.5% , 57.6%, while the shipments of OPPO, vivo, and Apple declined 18.5%, 13.0% and 0.9% respectively.
OPPO and vivo smartphone shipments in the case of a decline in the situation at the end of last year, when a number of market research institutions and investment agencies have pointed out OPPO and vivo reduction orders, upstream suppliers MediaTek is naturally difficult to avoid being negatively affected, which is MediaTek led to continued decline in revenue reasons.
MediaTek continue to push the mid-chip this year, will release helio P40 and P70 two chips, using ARM's high-performance core A73, but Qualcomm seems not willing to give MediaTek breathing space, which continues to enhance the performance of mid-range chips, high-end Snapdragon chip 670 and midrange chip Xiaolong 640 will use the latest ARM A75 modified version of the core of high-performance core, continue rolling MediaTek midrange chip performance.
Qualcomm also improves performance in low-end chips, Snapdragon 4XX series from the original quad-core to eight-core, trying to suppress MediaTek in the mid-market and low-end market, which for MediaTek this year is likely to continue difficult continuation Days.