IT House March 31 news, Tianfeng International analyst Guo Mingji posted a message on Twitter this evening, China’s mainandroidMobile phone brands have been cut this yearAbout 170 million ordersaccounting for 20% of the original 2022 shipment plan,More than 70% of them use MediaTek chips. Orders are likely to decrease again in the coming months due to low consumer confidence.
In addition, Ming-Chi Kuo said smartphone demand was weak due to lack of consumer confidence.The supply of RF front-end chips has been tight in the past 1-2 years. However, some smartphone brands’ Skyworks and Qorvo RF front-end chips are currently in short supply.Inventory levels have exceeded 6-9 months.
IT House learned that the Ministry of Industry and Information Technology announced yesterday the operation of the electronic information manufacturing industry from January to February 2022. From January to February, among the main products, the output of mobile phones was 210 million units, a year-on-year decrease of 3.5%, of which the output of smartphones was 150 million units, a year-on-year increase of 0.8%.
The latest data from CINNO Research shows that in February, the terminal sales of China’s smartphone SoC market fell after a double increase in January compared with the same period last year.The overall market terminal sales decreased by about 24% month-on-monthdown about 20.5% year-on-year.
The report pointed out that in the Chinese smartphone SoC market segment in February, Qualcomm and Ziguang Zhanrui saw a smaller month-on-month drop than the overall market average, with Qualcomm dropping about 21.8% month-on-month; at the same time, HiSilicon saw the largest drop, about 28.2%;MediaTek dropped the second, about 25%.
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