Huawei P60 new machine released, supports satellite communication, two-way Beidou satellite messaging, and precise help. Huawei has released a new machine, can Huawei's mobile phone chips be mass-produced? Yesterday, I listened to SMIC's exchange meeting, SMIC's southern factory can mass produce 14nm, specifically for Huawei to OEM Kirin 710a. The technology is autonomous and controllable, not subject to the neck of the old Meika, which is too important.
Apple, Huawei have supported satellite communications, Xiaomi, Vivo, Oppo will also support satellite communications, and 6G mobile phones are expected to be released next year.
It is speculated that the replacement wave of mobile phones will begin in the fourth quarter or the first quarter of next year. The volume of consumer electronics is large, the proportion of chips is high, and the demand for chips will be increased in the fourth quarter and the first quarter of next year. With the agency's expectation that the first and second quarters of 2023 are still in the destocking stage, the third and fourth quarters will come out of the bottom. SMIC's exchange also said that the current semiconductor chips are at the bottom, still in the destocking stage, affected by the weak economy in 2022, manufacturers are more pessimistic, and orders are very conservative. Demand is expected to increase in the first quarter of next year.
According to CINNO Research's monthly domestic mobile phone sales monitoring data, smartphone sales in the Chinese mainland market in January 2023 were about 27.66 million units, up 44.6% month-on-month and down 10.4% year-on-year from December sales.
Xiaomi's financial report shows that sales in 2022 will be 150 million (190 million in 2021), a decrease of 40 million, -21% year-on-year. In general, Xiaomi's revenue reduction in 2022 is also expected. There is no detailed data support in 2023, first according to the data exchanged by brokers, the third and fourth quarters of 2023 will begin to bottom, and you can start investing in chip semiconductors from the second and third quarters. The hype around semiconductor chips has started with Chat GPT's AI computing power.
#Semiconductor chip#