The inventory acceleration of the mainland smartphone industry chain starting from the fourth quarter of 2017 appears to have slowed down after mid-Q1 2018, replacing the good news of the resumption of customer orders. Especially at the MWC show in late February, Android camp put new brand new lineup to grab the market, with the cross-strait chain level of mobile phone industry has reached a healthy level, the first quarter shipping base also has a significant low phenomenon, the Taiwan Department of IC design companies have recently said customers 2 quarter orders quarter increase rate of up to more than two digits of good news and optimistic about the mainland brand mobile phone customers in March is expected to pick up cargo movements to the mainland May Day eve, which is expected to drive Taiwan-based chip suppliers in the February performance squat down again since March, the performance of the company will appear more obvious warming action, and all the way up to 4-5 May MediaTek Although the first quarter of the financial test target NT 483 ~ 532 million Yuan, and January's figure of 16.835 billion yuan, seemingly difficult to be optimistic, but the company's Helio P series smart phone chip solution to sell the better trend, but has been in the mainland brand new mobile phone customers More and more into Performance, we can see that MediaTek's growth potential of full potential, coupled with Qualcomm busy parry Broadcom (Broadcom) acquisition, no time to take into account both the mainland and emerging markets, while mainland China and emerging countries, brand handset makers also right The follow-up impact of the acquisition case, it is difficult to effectively assess the risk, but to step up and strengthen cooperation with MediaTek Helio P Series smart phone chip platform, MediaTek Tianzizhuizhi, the company determined in 2018 global smart phone chip market share Taiwan's LCD driver IC suppliers, fingerprint identification chips and analog IC design companies, also expressed the mainland smart phone market demand in China after the Lunar New Year began to pick up the positive view of the customer The new situation must be listed before the second quarter, the campaign, the short-term customer orders have indeed stabilized stabilized signs of decline, although the second quarter of customer orders can be seen while walking, but the first quarter of the order base was significantly partial Low, the opportunity to bounce back homeopathy in the second quarter has always been high; However, due to the 2018 Android camp brand new mobile phone industry and not too Innovative hardware specifications, but also still lack of killer applications, the overall market is expected to return the temperature and the rate will be steady and slow trend, the short term can not immediately see very well, but overall, the company's second quarter chip shipments The growth of 15 ~ 20% compared with the first quarter of the degree of difficulty is not high.Taiwan first-line IC design manufacturers pointed out that the global smart phone market demand for 2018 will show low single-digit growth in the environment pressure, it is industry consensus, compared to The amount of growth can still be a slight effect, the average unit price of smart phones and related chips (ASP) decline in inertia, more worthy of attention.Although the first quarter of mobile phone output is significantly lower base period, with the industrial chain stocks have reached a healthy level Situation, favorable customers pick up the second quarter pick-up goods back to normal, but worried about the price declines of lethality, the client is not the last resort never give a soft order in order to avoid the risk of unnecessary discount risk pattern, will probably be through It is also an industry consensus for 2018 that this means that even though the industrial chain and the market are more optimistic about the expected second-quarter pick-up in demand in the mobile phone market in mainland China and emerging countries, the most urgent real-time rush-through effect will probably be one Drag can only appear after the mid-March. TOP ▲
