Asia's leading mobile phone chip prices grab MediaTek show the effectiveness of city policies, resulting in chip demand, the market spread, MediaTek has been grabbed by the foundry production capacity, to find on the mainland foundry SMIC, is now trial production, accelerate the resolution of the chip supply shortage.
Although the operation of the fourth quarter for the traditional low season, MediaTek is expected to single-quarter revenue will be reduced by 15% quarter to 20%, however, to defend market share in mainland China fully ignite the flames of war, ready to repel Spreadtrum MediaTek has recently passed the mobile phone chips in short supply.
MediaTek is currently in the proportion of revenues accounted for 七成 mobile phone chip, the MT6223 is still low the highest mobile phone chip shipments in the third quarter demand in India and other emerging markets increased significantly, so supply is tight, currently in short supply in the ; the main system, the same single-chip MT6253 shipments warming, accounting for 35% of mobile phone chip sales, the highest revenue contribution.
Industry pointed out that the foundry giant TSMC, UMC's orders and capacity utilization continued to full, the crowd in the fourth quarter is still unable to meet the necessary Wafer MediaTek for the content. For the amplification of the chip supply, MediaTek has been looking for a new foundry started trial orders, to make up the supply gap, 65-nanometer process gradually Dimensions of SMIC, is considered Mediatek new foundry.
It is understood that SMIC CEO Richard Chang first time, there is with the MediaTek chairman Tsai Ming-mediated talks OEM access issues, with the departure Richard Chang, Dr. Wang took office, Dr. Wang has been SMIC is the largest wafer foundries in mainland China Since Xu, expanding Mainland customers, MediaTek is the mainland's largest supplier of mobile phone chips, of course, Dr. Wang actively seek orders of the object.
Continental said the industry, Dr. Wang took office, SMIC and MediaTek have several contacts with the SMIC 65nm heavy volume, MediaTek is currently testing a small number of experimental single-action. SMIC to speak, but would not comment on the system has always been customer trends.
Xieqing Jiang, general manager of MediaTek, said the meeting had said the previous law, related products may not need to use that kind of process, so the company's products are currently used in the foundry is still 65-nanometer process-based, will consider next year to 45-nanometer process used.
In SMIC, the current major customer in the TI 90-nm, 65 nm, compared with Broadcom, in the third quarter continued to grow revenue from China, accounting for 32.2% of total revenue, quarter by four percentage points, accounting for 65 nm Third quarter revenue 7.1% qoq increase of four percentage points.
