The mainland has emerged a single shot of the core plant ahead of schedule

Although in the second half of 2011, the European and American markets appeared to be in a stagnant growth dilemma, the mainland and emerging markets have been rushing to complete the advanced inventory in the third quarter, and they are responding to the traditional peak season effect of the third quarter, with MediaTek, which focuses on domestic domestic demand and export markets. Morningstar and Spreadtrum have watched the growth of revenue in the third quarter by 5 to 10%. In particular, the number of short-term orders and urgent orders for customers on the mainland has recently increased significantly. Cross-strait chip suppliers have already ruled out early results in the fourth quarter of the year. Chinese Lunar New Year The demand for stocking has the opportunity to continue upward.

Taiwanese mobile phone chip suppliers indicated that the global 2.5G mobile phone chip market demand still maintained a certain growth pace in 2011. However, under the pressure of peer competition, the overall market output value is only flat, but due to 2.5G mobile phone chip is mature The products and customers were not over-optimistic and expected. Instead, the inventory level of the industrial chain remained stable. As the customers of the mainland and emerging markets in the end of the first quarter had already gone ahead to invent inventory, the recent global science and technology industry chain set off stocks to the end of the typhoon. Did not sweep to the global 2.5G chip market.

IC design industry pointed out that MediaTek, Morningstar and Spreadtrum will continue to grow 5-10% in the third quarter revenue estimate, which is considered to be a high standard of industry average growth, indicating that the market demand in the mainland and emerging countries will continue to grow positively. The pace has not weakened with the pessimistic atmosphere of the European and American markets. Therefore, when the downstream foundries are pessimistic about the third quarter and the order visibility of the industry chain is rather obscure, the three chip makers are still optimistic about the third quarter revenue. ! Will lift up.

It is worth noting that the recent changes in the mobile phone chip market in Mainland China, MediaTek, China Mobile, and China Telecom’s 3G bespoke machines have begun to emerge, allowing MediaTek’s 3G chip shipments to finally show strength, coupled with a customized 3G chip market in mainland China. With a relatively high level of development, foreign players have little room to play. MediaTek has grasped the needs of local telecom operators and foundries, and the space for 3G wafer shipments has grown rapidly. In addition, MediaTek also began to select higher-margin 2.5G chip orders to pick up.

As for Spreadtrum and Morning Star, they also seized this opportunity to fully expand the market share of 2.5G chips in the second half of 2011. Among them, Spreadtrum’s new SC6610, 6620 and 6800 chip solutions will be gradually introduced to customers in the third quarter. Production, to actively grab the market. Morningstar's 8533N chip has successfully seized a number of MediaTek and Spreadtrum orders in the Chinese market because of its price/performance advantage. In addition, the 8536N chip has also begun to enter the mainland, low-end smart phone market, driving the 3rd quarter mobile phone chip out? Red Dragonfly V looks at 30 to 50%, and the demand for customer orders in the fourth quarter is not unfavorable.