According to the latest report, Samsung plans to significantly reduce next year’s smartphone shipments by 13%, which translates to about 30 million units. The supply chain of MediaTek, Largan, Shuanghong, and Crystal Technology may be under pressure.
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Samsung is the first brand factory that has reported lowering its smartphone shipment target for next year. The latest data from market research agency Canalys pointed out that Samsung is currently the mobile phone brand with the highest global market share (about 22%).
Samsung took the lead in reducing production, which is indicative of the mobile phone industry, which means that it is still unpredictable when the mobile phone market will recover.
Among Taiwanese factories, MediaTek, Largan, Shuanghong, Crystal Technology, and other companies are Samsung’s mid-to-low-end smartphone supply chain. Largan supplies the lens module, MediaTek supplies the main chip, Shuanghong supplies the heat dissipation module, and Jingji is responsible for the quartz components. Among them, MediaTek and Samsung are the closest.
Korean media previously reported that about 14 of the 64 smartphones and tablets Samsung launched this year use MediaTek chips. The market estimates that MediaTek chips are mainly used in the A-series and M-series, which are currently the models with the most significant impact on sales. In addition, there are constant rumors of mainland mobile phone brands cutting orders, which may be detrimental to MediaTek’s shipments.
