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The demand for consumer electronics is difficult to recover, and 5G chips have been cut off!
On May 23, Tianfeng International analysts said recently that the demand for consumer electronics is difficult to recover. The latest survey shows that MediaTek and Qualcomm have cut 5G chip orders in the second half of the year. Among them, MediaTek’…
On May 23, Tianfeng International analysts said recently that the demand for consumer electronics is difficult to recover. The latest survey shows that MediaTek and Qualcomm have cut 5G chip orders in the second half of the year. Among them, MediaTek’s Q4 orders for mid- and low-end products have been adjusted by 30%-35%; Qualcomm has lowered orders for high-end Snapdragon 8 series by about 10%-15%. Currently, the shipment estimates for SM8475 and SM8550 remain unchanged. , the existing 8 series will be reduced by 30% to 40% in order to clear the inventory.
The order adjustment of MediaTek and Qualcomm shows that market demand may not improve until next year. In other words, the revenue and profit estimates for the past three quarters will be further revised.
Time:2024-11-16
Time:2024-11-16
Time:2024-11-16
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Time:2024-11-16
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