Mediatek Holds Its Breath To Wait For Qualcomm Shareholders To Influence The Market For Mobile Phone Chips

according to Taiwanese media reports, after a period  of sluggish shipment of smart phones with inventory adjustments, the  second quarter estimated in the new machine reported to the next, it  will smell the recovery smell, in addition, it is noteworthy that, Qualcomm originally planned to hold a shareholders 'meeting on March 6  in the United States. The result of the shareholders' meeting will  affect the overall mobile chip market.


Android  phone after several quarters of weakness, coupled with the first  quarter of the off-season timing and inventory, the market optimistic  about the smart phone chip market will recover from the end of March,  the main kinetic energy comes from the launch of new phones and  inventory needs, due to This  year, the smart phone market, the market demand for mid-range smart  phones will be more high-end models, which match the layout of MediaTek  for the smart chip market just to focus on the application of low-end  chips will make MediaTek market in this wave Benefit, the most important is the P60 chip quite competitive,  including its performance and price, will lead to a higher average price  of MediaTek Helio series AP shipments to further enhance the proportion  of this year have the opportunity to go up 20%.


MediaTek  season is clear, especially in the second half will be promising,  growth kinetic energy not only from the P60, but also from the new  non-Helio processor, although Qualcomm will launch back with the  Snapdragon S632 MediaTek P60 become the biggest rival, but as MediaTek Continued to improve its gross profit margin. Coupled with the  expected launch of several mid- to low-end APs in the second half of the  year, it is expected to boost its market share. It is expected that  non-Helio AP gross margin will return to above 35% from about 30%.


In  addition, the most noteworthy is that the results of Qualcomm  shareholders will affect the overall development of the mobile chip  market, once the merger becomes a reality, Qualcomm will not rule out  this low-end mobile phone AP market, then the market is bound to  re-shuffle, in other words In terms of, it will help MediaTek in 2019 market share continued to grow.


According  to Reuters, the U.S. Treasury Department said the U.S. foreign  investment commission (CFIUS) issued a provisional ban on Qualcomm to  postpone the upcoming annual general meeting on March 6 and postpone 30  days of board election, so CFIUS can conduct a full investigation Broadcom acquisition of Qualcomm.