Mediatek forecast, season 3 phones and tablet computer chip shipments quarter increased 6.9%, but still affected by the tight wafer foundry production capacity. Mobile phone chips forecasts of the supply chain, in the case of the main chip is out of stock, will suppress the mobile phone supply chain performance growth season.
Because China biggest telecom, China mobile to restart the subsidy policy, coupled with OPPO, Vivo, such as customer demand driven, mediatek places selling season 2 mobile phone chips, appear even out of stock, quarterly phone and tablet chip shipments of 145 million sets, more than outlook starts, quarter increased 45%.
Mediatek limited this season, however, TSMC and umc foundries 28 nm capacity tight, new supply is limited, this season shipments forecast only between 145 million and 155 million suites, quarter increased 6.9%.
Mobile phone chips supply chain thought, although the OPPO, in Vivo and other high-end mobile phone brand factory q3 demand is good, but the phone main chip and panels of key components, such as shortage of interference, peripheral components shipments is limited.