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MediaTek said it is evaluating the supply of glory chips, and it still needs time for mass supply

Share with friends and circle of friends with wechat scan QR code_ blank" href=" https://news.163.com/news/search?keyword=%E8%81%94%E5%8F%91%E7%A7%91 "> the supply situation of MediaTek has attracted much attention from the outside world. At noon on January 7, MediaTek, as a global supplier of smart phone chips, has cooperated with many OEM manufacturers to bring leading technologies to global customers and consumers. "At present, as a newly established independent company, we are assessing the status quo." < / P > < p > on the same day, an ODM manufacturer told reporters that it has participated in the new product project after glory independence, using the MediaTek platform, and is expected to be listed as early as mid-2021. But MediaTek did not respond to the news. < / P > < p > in the morning of the 6th, the reporter of China first finance and economics exclusively learned from insiders of glory that the cooperation between glory and Qualcomm is in progress. As glory terminal company is not included in the list of U.S. entities, it does not need approval. According to media reports, existing mobile phone supply chain manufacturers are promoting the 5g mobile phone R & D project of new glory adopting Qualcomm chips. < / P > < p > Industrial Securities believes that it is expected to resume chip supply after glory divestiture, but a large amount of supply needs to wait until the second quarter of 2021. < / P > < p > the above organizations believe that the sale of glory is expected to ease the pressure of Huawei chips and capital, and the inventory chips can be supplied to Huawei mobile phones in a centralized way. New glory will make efforts in mid end price to prevent the outflow of original users. According to omida data, in 2019, Huawei's and glory's global sales volume were 180 million and 60 million units respectively, totaling 240 million units. The latter's overall market share in China reached 13%, ranking fourth. < / P > < p > < / P > < p > "we judge that the domestic and foreign shipments in 20 years are 110 million and 50 million respectively. If the supply of glory parts is restored and the shipment level is 40 million in 21 years, the total number of Huawei plus glory can reach 80 million, but its overseas performance still needs to be investigated." In the research report, Societe Generale Securities mentioned that in the short term, glory needs to restore the supply of parts (3-6 months) and fight for the right to use GMS. Because glory's overseas brand recognition is lower than Huawei's (glory's overseas shipment accounts for 30%), it is still difficult to maintain Huawei's overseas (mainly in Europe) competitiveness.


2023-03-22 10:04:25

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