Starting from this month, the three major mobile phone plants in the mainland, Huawei, OPPO, and Xiaomi's annual flagship will compete for shipment. Since the three major plants together account for the global market, Samsung and Apple have become more important. The three major new machines Global shipments, assisting TSMC, Dali Light, MediaTek and other Taiwanese supply chain revenue performance in the second quarter.
According to the market adjustment agency Gu Neng (Gartner), in the fourth quarter of last year, Huawei’s mobile phone global market accounted for 10.8%, plus 6.9% of millet, 6.3% of OPPO, totaling 24%, exceeding 18.2% of Samsung and 17.9% of Apple. Analysts pointed out that last year, including Huawei, OPPO's mobile phone shipments have exceeded 100 million, and they are moving to look at the global mobile phone market.
The Taiwanese supply chain of the three major mobile phone plants in the mainland includes Taiwan Semiconductor Manufacturing Co., Ltd., Da Liguang, Fu Hsin-Kang of Hon Hai Group, Inventec under Inventec, and AUO, Hua Tong, Silicon Products, MediaTek, and KYEC. Join together, innocent and so on.
Daliguang recently announced March consolidated revenue of 3.142 billion yuan, a monthly increase of 42%. Da Liguang said that the recent customer will launch a new machine, is expected in April sales is almost the same as in March.
According to reports, the sales momentum of Apple's iPhone X has weakened. Huawei is already an important customer of Dali. In particular, the Huawei P20 Pro's main camera adopts three-lens design, confirming that Li Lin’s chairman Lin Enzhou has helped Huawei’s new machine platform and said that in the future, there will be more. More than two new phones will use more than two cameras. Huawei P20 Pro opened for sale on the 6th, regaining the important kinetic energy for the Da Liguang April and April camps.
As for the OPPO R15 sold on the mainland on the 1st, the OPPO R15 is divided into the general version and the Dream Mirror version. The general version uses the MTK Helio P60 processor. The Dream Mirror version is equipped with the Qualcomm S660 processor. After the OPPO R15 is on sale in the mainland, it will continue In the global market, Taiwan bookings were released in May, which has a positive effect on MediaTek's second quarter results.
After Xiaomi regained mobile phone growth momentum, the global market accounted for more than OPPO in the fourth quarter of last year, and Xiaomi also announced that it would recapture the first mobile handset market in mainland China. The MIX 2S has been sold on the mainland since the 3rd, followed by the rest of the world. Partner Fu Zhikang, Ivanda followed by shipment.
The industry pointed out that Huawei, Xiaomi and OPPO did not announce new opportunities at this year's World Mobile Communications Conference (MWC). This is tantamount to staggering the head-on conflict with the Samsung new machine at the leading factory and hopes to win new market opportunities for the new machine. The flagship features a common screen, double shots and emphasis on artificial intelligence (AI), and also sets a new direction this year.