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Mobile phone chips may enter the silver age

Update time : 2022-05-27 14:47:56

Recently, the latest research report of Tianfeng International Securities shows that MediaTek and Qualcomm have cut orders for 5G chips in the second half of the year. Among them, MediaTek's orders for mid- and low-end products in the fourth quarter were adjusted by 30% to 35%; Qualcomm reduced orders for high-end Snapdragon 8 series by about 10% to 15%.

Long before the head chip companies cut orders, the coldness of the mobile phone chip market has been reflected. On April 14, TSMC announced its financial report for the first quarter of 2022. For the first time, the revenue contributed by smartphones was surpassed by the high-performance computing field, accounting for 40% of the total revenue; on May 13, SMIC also released the first quarter of 2022. According to the financial report, the revenue from smartphone applications accounted for about 28.7% of its total revenue, down 6.5% year-on-year.
Will there be a next silver age in the mobile phone chip market? Hou Lin said that the mobile phone chip and the mobile phone market are both prosperous, and the mobile phone market is difficult to see a complete recovery trend. Therefore, the mobile phone chip market will not have a silver age in 2 to 3 years. However, in recent years, the concept of the metaverse has gradually become popular. Although the real metaverse cannot be realized in the short term, the concept of metaverse is destined to bring VR, AR and other XR technologies into the mainstream view again. This is the next new opportunity for mobile phone chips, the overlord of the mobile side.
From a longer-term perspective, the emergence of emerging technologies is likely to usher in the next silver age for the mobile phone chip market.
The mobile phone market of the future is a harder but more valuable market. In order to meet the next silver age of the mobile phone chip market and the mobile phone market, terminal manufacturers need to take the high-end market as a breakthrough and continue to innovate.

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