Today analyst Ming-Chi Kuo released the latest forecast report, “Wen Mao (mào) (the world’s largest gallium arsenide foundry) today’s statement is conservative for 2H22, mainly due to weak Android demand. The latest survey pointed out that other component suppliers (such as MOSFETs, chargers, cameras related, etc.) have similar views to Steady, and it is expected that the inventory correction will continue at least until 4Q22.
Therefore, even if the brand slows down in order-cutting in June-July and China The market’s simultaneous 9% growth in handset shipments in June is still not enough to prove that the worst is over for Android phones. ”
According to DigiTimes, Apple has ramped up parts orders from suppliers ahead of the launch of the “iPhone 14” series in September. That’s in stark contrast to a slew of Android phones that continue to face sluggish sales, according to supply chain sources. There are also reports that Android phone chip supplier MediaTek has seen customer orders drop by as much as 30 percent.
WIN Semiconductors (the world’s largest GaAs foundry) offered a conservative 2H22 outlook on today’s earnings call, mainly due to weak demand for Android phones.
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) July 26, 2022
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