MediaTek may raise prices, and Chinese mobile phones will become the object of cutting leeks
Taiwan** reported that MediaTek President Tsai Lixing said at a recent seminar on MediaTek's revenue that it would not be reduced**, but at the same time, it also hinted that it may imitate the previous chip manufacturer's price increase strategy. After gaining China's advantage, MediaTek is trying to gain benefits from China's mobile in the best way.
In fact, MediaTek is not the first time to take the initiative to raise prices, such as today's 9000 as a high-end processor, its price is much higher than before, MediaTek wants to take advantage of this opportunity to gain a firm foothold in the field of high-end chips and earn more benefits.
Qualcomm has launched Snapdragon 888 and Snapdragon 8G1, two high-end products that have overheated, which will bring opportunities for it to enter the chip field of high-end mobile phonesChina's mobile phones give MediaTek a chance, because the current new flagship models use two processors, so MediaTek has enough confidence to increase prices.
This move by MediaTek shows that they are not very satisfied with their market share, because they do not want to be a backup force that can dominate the entire industry, because their mobile phone market share has reached 40%, which is enough for them to believe in their strength.
If MediaTek raises prices again, China's handheld MediaTek and MediaTek's mobile phone will occupy China, which will inevitably cause strong resistance from Chinese mobile manufacturers, so whether MediaTek can still maintain its leading position in market share is still a question.
Without Chinese handheld devices, MediaTek would not be where it is today. In 2019, after the United States sanctioned Huawei, China's mobile devices began to realize that relying too much on Qualcomm would bring about a chip supply crisis, thereby reducing Qualcomm's share of the chip market and increasing MediaTek's share of the chip market, which ultimately contributed to MediaTek's application in 2020. MediaTek is expected to surpass Qualcomm in 2020, making its annual sales surpass Qualcomm, and MediaTek is also the first in annual sales this year.
MediaTek's largest customer to date comes from China's mobile**, which accounts for the majority of its revenueMediaTek has improved since last yearChina's mobile** has also turned to China's local chip company, UNISOC, which has doubled its chip sales year-on-year in the past year, accounting for more than 10% of the market share.
Now, with MediaTek's further price increases, China's mobile phone will probably provide more support for Unigroup, but again, it will also turn to Qualcomm. In fact, thanks to MediaTek, demand for Qualcomm has risen from China Mobile, which has gone from 24% to 30%.
Qualcomm transferred its subscription business to TSMC in the second half of the year, making TSMC manufacture chips from MediaTek and Qualcomm, which are not much different in performance, and Qualcomm's chips have also lost their heat, and it is expected that Qualcomm will be ** again;Qualcomm also has its own secrets**, most of the mobile phones sold overseas in China use Qualcomm's technology because they have Qualcomm's patent protection.
I think it is impossible for MediaTek to really float, because once ** soars, the Chinese will stop supporting it, and without Chinese handheld devices, MediaTek's position as the world's first processor will soon be lost, which is difficult to achieve, China's mobile ** is likely to increase investment in chips, because MediaTek and Qualcomm are Chinese mobile phones that rely on them to benefit.