Amon, CEO of Qualcomm, said at the earnings conference that the inventory of mobile phone brand customers has been successfully digested and the order momentum has recovered. Qualcomm's chief financial officer stressed that it has seen early signs of demand stabilization in global 3G, 4G and 5G mobile phone applications, and estimated that mobile phone chip shipments in 2023 will decline slightly from last year, but it is better than the company's original expectations.

Mediatek said that the inventory of the overall mobile phone supply chain has reached the end, the company's own mobile phone SoC inventory level has returned to a healthy state, and the next shipment performance of flagship mobile phone SoC new products will bring significant revenue growth for the company.

Amon, CEO of Qualcomm, said at the earnings conference that the inventory of mobile phone brand customers has been successfully digested and the order momentum has recovered. Qualcomm's chief financial officer stressed that it has seen early signs of demand stabilization in global 3G, 4G and 5G mobile phone applications, and estimated that mobile phone chip shipments in 2023 will decline slightly from last year, but it is better than the company's original expectations.

Mediatek said that the inventory of the overall mobile phone supply chain has reached the end, the company's own mobile phone SoC inventory level has returned to a healthy state, and the next shipment performance of flagship mobile phone SoC new products will bring significant revenue growth for the company.

Mobile phone related IC factory welcomes customers to add a single tide.

In addition to Qualcomm, Mediatek, Lianyong, Duntai, Tianyu, Silicon trang and other Taiwan mobile phone related IC factories have the opportunity to catch this wave of customers plus a single tide, business back warm.

These manufacturers said that many mainland mobile phone brand enterprises after Huawei published the new machine, feel the local market may be better atmosphere, began to add orders, although these additional orders are too late to ship before double 11, but this year's double 11 shopping festival sales performance is good or bad, can be used as an indicator, if sold well, add single IC can become a continuation of sales momentum.

At the same time, many manufacturers said that some of the mainland mobile phone brand companies based in emerging markets, due to the previous accumulation of inventory has been digested almost, but also launched inventory recovery action.

There are also mobile phone related chip companies pointed out that the Korean first-line mobile phone manufacturers folding mobile phone sales are good, and recently released information. These three forces have become the source of momentum for this wave of mobile phone IC supply chain to obtain more customer orders.

With the emergence of this new round of market, some mobile phone related IC design factory evaluation, different from the past third quarter is the peak of annual performance, the fourth quarter of operation is usually weak, the fourth quarter of this year may be better than the third quarter, at least not worse than the third quarter.

There are also optimistic mobile phone-related chip factories expect that this wave of customer replenishment is estimated to continue at least to the second half of the fourth quarter, and it is currently estimated that shipments in the second half of the year have the opportunity to grow by about 20% over the first half of the year.