Shipment expectations become pessimistic, two major mobile phone chip manufacturers reduce operating budgets

The global mobile phone sales market is sluggish, and there is no opportunity for a reversal in the short term.

Based on previous reports, the shipment expectations of Qualcomm and MediaTek in 2023 are pessimistic. In this regard, both companies emphasized that the development direction of new technologies and new services for flagship mobile phone APs will remain unchanged, but they will inevitably adjust subsequent operations. Qualcomm has confirmed that it will reduce the related budget. According to the Taiwan media "Electronic Times", MediaTek also announced that it will launch further cost adjustment measures, and news of personnel freezes and manpower adjustments has begun to brew.

This year may be the coldest winter for domestically produced machines in recent years. "Digital Times" analyzed that in terms of the overall mobile phone market, the sales of domestic mobile phones during the "Double Eleven" period are not ideal. In addition, the domestic economic situation in mainland China continues to deteriorate, and the sales prospects until the Spring Festival in 2023 are difficult to change. is positive.

The situation of domestic mobile phone brands in overseas markets is not optimistic. The European market, which was previously optimistic, is facing severe inflation. In developing countries, except India, the appreciation of the US dollar has impacted the economy and consumption power, and the growth of mobile phone sales has stagnated. .

Qualcomm is preparing to tighten its budget, but the company emphasizes that this does not affect the company's continued enhancement of technology. Sources pointed out that Qualcomm has confirmed that it has won Samsung's flagship new phone orders. Even if Samsung's mobile phone production in 2023 is expected to decline, Qualcomm's shipments will still increase, which may improve the impact on Qualcomm's operations.

The current market situation that MediaTek is facing is relatively severe. MediaTek Dimensity 9200 and related new products have room for growth in the flagship mobile phone AP market in 2023, and will further expand their market share. However, MediaTek's main business is still concentrated in mid-range mobile phone brands and mid-to-low-end mobile phone chips. Therefore, compared with Qualcomm, it is more affected by market headwinds. The report pointed out that MediaTek is actively seeking to expand cooperation with Samsung, but the actual results have not yet been determined.