Buying non-Apple mobile phones is slow. Leader Samsung has reportedly cut orders for the main 5G entry-level model Galaxy A23. The order has dropped sharply from 12.6 million units to 4 million units , a drop of up to 70%. While Taiwan doesn’t have a large supply chain for this model, Samsung has cut orders because they all use Qualcomm chips. The industry is concerned that Qualcomm’s inventory will increase as a result, sparking a price war for mobile phone chips, which is not good for MediaTek (2454).
Initially, the market believed that after entering the 5G generation, except that some models of Apple and Samsung use self-developed chips, there are only two major mobile phone chip suppliers in the world, MediaTek and Qualcomm, and both MediaTek and Qualcomm mainly uses TSMC The cost structure The difference is not large, and the probability of the two powers actively launching a price war is low.
However, buying momentum for non-Apple mobile phones has been sluggish recently, and foreign investors in the US have warned that Qualcomm has subsequently launched a price war on entry-level 5G chips. According to past experience, price wars lead to fluctuations in market share and gross profit margins.
Industry insiders pointed out that the Samsung Galaxy A23 is divided into two versions, 4G and 5G. The total annual sales volume is estimated at about 30 million units, which is about 10% of Samsung’s total annual shipments . sales model. Among them, the 5G version is priced at about $200, which is Samsung’s main 5G entry-level model.
Korean media outlet TheElec has revealed that due to global inflation suppressing the purchase of non-Apple mobile phones and a certain feature causing problems with mobile phone operation, Samsung has cut orders for the main entry-level 5G model. level, the Galaxy A23, from 12.6 million units originally ordered to 4 million units, a reduction of 70%.
It is reported that the Galaxy A23 5G version does not have a large supply chain in Taiwan. Its chip uses Qualcomm’s “Snapdragon 695”, and the lens is supplied by the Chinese company Sunny. As Samsung cut 70% of its orders, the industry believed that Qualcomm’s inventory could increase significantly. To eliminate inventory, Qualcomm will inevitably have to bargain, igniting a price war for mobile phone chips, which is not good for MediaTek.
As for the market outlook, MediaTek has previously pointed out that under the company’s diversified layout, with the buzz of new applications such as automotive electronics and data centers, the semiconductor industry will enter a “diversified growth era.” . At that time, the application concentration of the market will decrease and the volatility will also increase. it will weaken.
Affected by the lackluster buying momentum of non-Apple mobile phones this year, MediaTek has revised its annual revenue growth target downward. The latest report from market research agency Counterpoint also pointed out that although MediaTek continued to be the leader in global shipments of smartphone processors in the third quarter of this year, its market share fell to 35%. , down 3 percentage points on a quarterly basis, reflecting weak demand for low- to mid-range mobile phones and impacted by continued inventory adjustments, shipments are expected to continue to decline this quarter due to sluggish demand and order cuts by customers of mobile phone brands in mainland China.
Due to Qualcomm’s focus on the high-end market and Samsung’s new flagship Galaxy S23 series orders for next year, its market share in the third quarter increased to 31%. Cargo momentum is also weak and is not expected to enter the recovery cycle until the second half of next year.
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