[IT168 News] The rapid growth of domestic mobile phones has also further promoted the upstream and downstream industry upgrades, the most obvious of which is the chip makers. According to third-party data, Mediatek has performed well in Greater China this year. In addition to its outstanding mobile phone chips, it has successively launched offensives in areas such as smart living, the Internet of Things, and car networking. In terms of the domestic market, MediaTek currently enjoys a market share of more than 40% and a year-on-year increase of 29%, and is expected to further increase its gross margin performance next year. There are many signs that MediaTek will continue in recent years. Strengthen the domestic market and strive to achieve a diversified layout.
â–² Executive Vice President and Chief Operating Officer of MediaTek Zhu Shangzu (left) and Chen Guanzhou (right), with Vice Chairman and General Manager Xie Qingjiang in the middle
According to the introduction, the average growth rate of the top 20 semiconductor companies is currently around 3%, and MediaTek’s growth has basically remained at this level, although there has been no major change in rankings (13 in 2015 and 11 in 2016). ) But revenue growth was as high as 29%, making it the second-best semiconductor company in terms of revenue growth, which is obviously related to Mediatek's market focus. According to the data released by MediaTek, the current market share of the Chinese mainland market is already around 40%-50%, and it has almost won half of China's domestic market.
Although market share continues to increase, it is not difficult for consumers concerned about the mobile phone industry to find that as the pressure of economic downswing continues to increase, the Chinese smart phone market is beginning to show signs of saturation, which is also proposed by MediaTek, which relies heavily on the Chinese market. Great challenge. Zhu Shangzu, executive deputy general manager and chief operating officer of MediaTek, told this site that although the total number of domestic smartphones may not grow too much, the overall data should not change much. (Note: Domestic Intelligence in 2015 and 2016 The market size of the aircraft is 470 million units.
In addition to locking up the mainland of China, MediaTek is also active in the Southeast Asian market. For example, in the Indian market, it has achieved a 4G market share of more than 30%, which in fact, this is also collectively with domestic manufacturers, and India's local manufacturers Daxing intelligence. The basic policy of mobile phones is not unrelated. In addition, it is worth mentioning that MediaTek has also successfully entered the US market this year. The chip has already passed the network authentication of Sprint and Verizon. Although the current U.S. market share is still less than 10%, it will be used by Chinese mobile phone manufacturers equipped with MediaTek chips. It is also said that there are further possibilities for capturing the U.S. market.
In fact, the US market is an area that every domestic manufacturer wants to enter, but the proportion of the US mobile phone market dominated by operators still accounts for the majority, but there are also turning points in this. With the increase of e-retail and personal consumption, the United States has gradually moved toward an open model. Thanks to the mature market ecology in the United States, if Mediatek can successfully enter the U.S. market, it may be a transformational opportunity for domestic manufacturers.
With respect to MediaTek's key products next year, it is undoubtedly the Helio X30 chip. This chip using TSMC's latest 10nm process technology has received great attention from the industry, and many brands have already planned to use the chip to return to the high-end market, or to start multiplexing. Layout. According to MediaTek, the current development and development of the Helio X30 is progressing smoothly and even smoother than the imagination of the China Sea. At present, many customers have successfully obtained Helio X30 samples. According to the current progress, the second quarter of 2017 There will be related high-end products listed, and taking into account the current domestic manufacturers, Meizu, Leshi, millet or related products will be launched.
And it is worth mentioning that the same 10nm Qualcomm Snapdragon 835 chip will also be in volume production in the first quarter of next year, and its shipment time may even be faster, the current Samsung Galaxy S8 can be basically determined to carry the chip In addition, Xiaomi, Nubia, Yijia and other manufacturers are also actively planning, whether MediaTek can capture Qualcomm's 10nm market share, which is worth our looking forward to.
So far, some of the chips of MediaTek are still in stock shortage, and Zhu Shangzu also said that he expects to still be out of stock in the first quarter of next year. However, for the Helio X30 shipment problem, MediaTek is also Active planning.
In addition, according to Chen Guanzhou, another executive deputy general manager and co-chief executive of MediaTek, MediaTek is already actively deploying smart homes and smart devices, including smart refrigerators, speakers, and air conditioners, and even actively deploying 8K-class LCDs. The solution hopes to provide a low-cost solution to the partner vendors in the next phase. In addition, the Wi-Fi chip will also be mass-produced in the second half of 2017, and it will also provide a complete and highly integrated solution. However, for the traditional electronics industry and car networking industry, there is already a mature supply chain system in China, and Qualcomm and Intel have already seized As an opportunity, MediaTek may need further efforts to achieve integration through chips.
However, for MediaTek's future development, the market share of mobile phone chips is still the focus of their development, and MediaTek also hopes to further expand the Chinese mainland market, in addition to a variety of new products next year, but also hope to benefit from the growth of the Chinese market The increase of gross profit.
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