MediaTek denies the rumor of "slashing wafer sales in 2024": shipments have not been lowered.
Thank you, Mr. Air, a netizen of CTOnews.com, for your clue delivery! CTOnews.com September 9 news, in response to the previous rumors of "slashing wafer sales in 2024", Gu Dawei, CFO of MediaTek, responded when asked by China Finance on the evening of September 8: "the company did not reduce shipments (figures), and the results in the third quarter were in line with the guidance given at that time."
According to the report, the order fluctuation of the head mobile phone chip company often depends on the terminal market's judgment of the market demand expectation in the next stage. At present, MediaTek has a domestic share of nearly 50% of the mobile phone chip.
Prior to this, Weibo blogger @ Mobile Chip Talent posted on Thursday that "after the release of H's mobile phone, MediaTek began to slash the number of wafer (wafer) submissions in 2024" and used the "butterfly effect" to evaluate the phenomenon.
The blogger also said earlier that if 60 million 5G phones can be sold next year without external interference, MediaTek and Qualcomm will reduce shipments of 60 million 5G mobile phone chips under the same global TAM.
As previously reported by CTOnews.com, MediaTek yesterday released revenue figures for August 2023:
The August camp received NT $42.26 billion (CTOnews.com Note: currently about 9.678 billion yuan), down 5.47% from a year earlier.
Revenue from January to August this year totaled 267.806 billion New Taiwan dollars (currently about 61.328 billion yuan), down 30.26 percent from a year earlier.
MediaTek recently announced that the development of its first Tianji flagship chip produced by TSMC's 3nm process is progressing smoothly and has been successfully taped out a few days ago and is expected to be mass produced next year.
