For example, Apple, although its operating income and net profit in the third quarter increased year-on-year, according to Cook, the company still lost $6 billion due to supply chain pressure.
However, while the downstream of the industrial chain is in dire straits, the upstream suppliers are welcoming positive results, and almost all companies have achieved explosive growth in performance.
165438+1On October 4th, American chip giant Qualcomm officially released its fourth fiscal quarter and annual financial report for fiscal year 2002/kloc-0. According to the financial report, Qualcomm achieved revenue of 9.336 billion US dollars in the fourth quarter, an increase of 65,438+02% compared with the same period in 2020.
Among them, the revenue of smart phone chips in Qualcomm reached US$ 4.69 billion, a year-on-year increase of 56%.
If not calculated according to US GAAP, Qualcomm's adjusted net profit was US$ 2,965,438 million+US$ 600 million, up 75% year-on-year.
Thanks to the bright financial report, Qualcomm's share price rose by $3.25 in intraday trading and 2.4% after trading.
Although the fourth quarter of 20021is no longer the peak season, Qualcomm will release the Snapdragon 898 processor as usual in February this year.
Therefore, due to the listing of the new flagship mobile platform and the downstream customers hoarding goods in advance for the next peak season, Qualcomm's operating income and net profit are expected to achieve sustained growth in the fourth quarter.
However, although Qualcomm surprised the capital market in terms of operating income and net profit, it lost to MediaTek, the chip leader in China, in terms of market share.
165438+1October 3rd, a research report given by Digitimes Research, a well-known market research institution, showed that MediaTek's market share in the field of mobile phone processors in China was as high as 46.3%, and it maintained its dominant position.
It is worth mentioning that not only in China market, but also in the global mobile phone processor market, MediaTek's market share is higher than that of Qualcomm.
Although the company's shipment of high-end 5G processors is comparable to that of Qualcomm, Qualcomm is losing money in the low-end market, while MediaTek is the dominant player in the low-end market.
I call MediaTek a dark horse, mainly because before the arrival of the 5G era, this domestic chip giant was kept in the low-end market by Qualcomm.
However, the arrival of 5G and the forced withdrawal of Huawei Hisilicon gave MediaTek a chance to fight back.
Of course, the external environment is only one aspect of MediaTek's successful counterattack. MediaTek's optimization of product structure and improvement of product strength are also important factors for MediaTek to regain the favor of domestic mobile phone giants such as Xiaomi and OPPO.
For example, Tianji 1 100 series, as well as other low-end entry-level 5G processors, not only meet the positioning performance, but also MediaTek ensures that these products have higher cost performance advantages.
Thanks to this, MediaTek, once called "the king of shanzhai" by the industry, will leap to the top, surpassing Qualcomm to become the world's largest supplier of mobile phone processors.
However, facing the menacing MediaTek, Qualcomm is not without countermeasures. So far, the company has comprehensively laid out low-end markets, such as Snapdragon 870, Snapdragon 778G and Snapdragon 765G. , are products used by Qualcomm to attack MediaTek.
Careful consumers should also find that since the second half of 2020, the frequency of releasing new mobile phone processors in Qualcomm has increased significantly. Obviously, this is because Qualcomm has already felt the threat from MediaTek.
It should be noted that MediaTek is not a shoo-in. After all, Qualcomm has advantages in product strength, company size and industry reputation.
If MediaTek can't resist Qualcomm's counterattack, it is likely to be suppressed by Qualcomm again, making it even harder to turn over.