REPORT : BECAUSE OF QUALCOMM’S 5G CHIPS SHORTAGE, XIAOMI AND OPPO TURN TO MEDIATEK



Qualcomm is the world’s most successful mobile chip manufacturer. Of course, the Taiwanese chip-giant MediaTek is leaping through hoops to beat its arch-rival, but it is still straggling at the high-end chips. But, Qualcomm’s popularity & success played a nasty trick with it. At present, the world is going through a ‘chip shortage’, and the condition is getting worse day by day. As you imagine, Qualcomm is one of the companies that suffer the most.



At the end of the last quarter of 2020, the automobile industry, PC industry (CPU &GPU), and the game console industry had inadequate production volume because of chip shortage. At the opening of this year, the prices of x86 CPU, graphics cards from both AMD & NVIDIA, and memory in the PC market rose fiercely. But despite such a turn of events didn’t help the companies in launching new products … because there is not an adequate amount of chips.

The smartphone industry now facing the same problem.

Qualcomm, the chip giant who is the biggest supplier of the Android smartphone ecosystem, has stated its full range of material delivery has been extended to over 30 weeks. The delivery cycle of CSR Bluetooth audio chips has reached more than 33 weeks.


MEDIATEK COULD WIN the race IN THIS CHIP SHORTAGE SITUATION

Today, UDN stated that Qualcomm was struck by the shortage of foundry production capacity at TSMC. The supply of its 5G mobile chips was hindered. So some smartphone manufacturers like  Xiaomi and OPPO have turned to MediaTek chips.

According to rumors, the dimension of Xiaomi using Qualcomm chips has descended from the previous 80% to 55%. A big amount of orders are going to MediaTek now. Because of the influx of new orders, the chip maker's revenue is anticipated to rise to a new high of 100 billion RMB (roughly 15.3 billion US Dollars), which would also head to its share price also rising.




If the report is true, the stock of Xiaomi smartphones powered by Snapdragon 888 will sharply drop. On the other side, the number of models using MediaTek chips will steadily increase.

In addition, there is a rumor that MediaTek’s revenue in the 1st quarter will reach 100 billion RMB ($3.54 billion).

As for the chip shortage, Qualcomm's CEO Cristiano Amon has earlier told the media that the current insanely high demand for chips for technology products has put an enormous burden on the semiconductor industry.

That’s why MediaTek is revealing new high-end chips one after another. The Dimensity 1000 series chipsets strongly replace the Qualcomm chips. And it is worth noting that MediaTek's 2nd-gen high-end SoC, the Dimensity 2000 series processors may be shipped early in the Q2 quarter.

Post a Comment

0 Comments