Semiconductor cottage pale, MediaTek Q2 hopes for new chips

According to industry sources, since May, downstream customers have pulled a relatively small amount of goods, and MediaTek (2454) and Spreadtrum's shipments in May have both declined sharply. The white card mobile phone market has entered an unprecedented “off season”. Due to the surprisingly short period in May, MediaTek's 2Q operating target could not be reached, and the new chip MT6252 shipment status in June will be the key.

After the May holiday, it was traditionally the low season of the Shanzhai market. In addition, the recent official investigation of the cottage market in China led to the freezing of the originally deserted market. The industry said that in addition to the above factors, Spreadtrum’s new chip will be published today, and Morningstar is also The upcoming new chips will be launched in June. The market believes that the competition between the top three companies will surely make the chip prices loose. Therefore, customers are slowing down as they try to wait and see.