As the boom in 2010 is getting better and better, domestic and foreign brands of mobile phone manufacturers have not only operated good audio reports in the first quarter, but are also very optimistic about the market demand in the second half of 2010. Global first-line mobile phone chip suppliers said that there were still a lot of ambiguities in the order visibility in the second quarter and the second half of the year in March, but in April, they saw more and more customer orders, and there were direct booking capacity actions. , Let the mobile phone chip suppliers have a very positive view on the second quarter revenue, and believe that the second half of 2010 operating performance will be better.
Since the second quarter is the traditional peak season for global mobile phone products in the first half of each year, domestic and foreign mobile phone chip suppliers have received customer pre-built inventory orders in the first quarter, which has driven MediaTek ’s first quarter revenue comparison. The fourth quarter of 2009 grew by more than 12%, Qualcomm (Qualcomm) and Texas Instruments (TI) also successively raised the first quarter financial test target, and as the mobile phone market sales reported good news, related chip supplier shipments also It is expected that the rain and dew will be stained, showing a continuous growth trend.
IC design industry pointed out that although MediaTek has not yet convened a legal conference, the number of orders for mobile phone chip product lines has continued to rise recently, especially in the emerging countries and mainland mobile phone market demand is rising, coupled with Motorola (Motorola) and LG Electronics (LGElectronics). 1. Low-end OEM orders began to increase volume, and shipments of 3G chips and smart phone chips continued to increase. MediaTek ’s mobile phone chip product line's second-quarter results are expected to continue to rise by 10%, which is higher than the average.
As for Qualcomm and Germany! Instruments, with the significant growth in the second quarter shipments of well-known brand manufacturers such as HTC, Samsung Electronics, LG, Apple, etc., they cooperated with relevant mobile phone brand owners to make generous bookings for the second half of the year The production capacity is not only optimistic about the operation prospect in the second quarter, but also the trend towards the better in the second half of 2010. In addition, Infineon (Infineon) because of the new iPhone and iPad orders, mobile phone chip shipments in the second quarter has taken off, in the second half of the year will be able to achieve better results.
With the global market demand for mobile phone products in advance in the second quarter, and the second half of 2010, the order volume has been looking up all the way. Many domestic and foreign mobile phone chip suppliers and OEM factories are not only strictly controlling their own The production and sales capacity plan of the mobile phone chip product line, and even related components such as passive components, analog ICs, SRAM and NORFlash, have also begun to be included in the control ranks, so as not to affect the shipment progress of end customers. Currently, NORFlash and niche memory gaps are the most Serious, prompting mobile phone chip suppliers to strictly require the cooperation of relevant manufacturers.
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