The first batch of Motorola mobile phones equipped with MediaTek (2454) smartphone chips will be shipped this quarter. It is understood that Motorola Mobile is expected to release 10 million outsourcing OEM orders on smartphones this year, of which Qualcomm and MediaTek will account for five or five waves, but next year MediaTek will have a chance to surpass Qualcomm.
Motorola is MediaTek's first European and American first-tier mobile phone customer. Last year, it shipped about 18.7 million smartphones. This year is the first year that Google (Google) officially acquired Motorola Mobile. After undergoing some organizational adjustments, its recent strategy will gradually become clear.
The mobile phone supply chain pointed out that Motorola Mobile ’s outsourcing of smart phones this year will be about 10 million units. Qualcomm and MediaTek will each account for about 50%. However, from next year, the proportion of models targeting low-cost markets will be equipped with MediaTek chips Will improve, is expected to slightly lead Qualcomm.
The legal person said that the main suppliers of Motorola Mobile are Foxconn and Arima. Among them, the models equipped with Qualcomm chips are handed over by Foxconn, and the smartphones using MediaTek chips are manufactured by Arima. Motorola Mobile will be one of the main contributors to the operational performance of Arima and Foxconn this year. As for the original Motorola mobile orders, Huabao, this year, due to strategic adjustments by customers, it turned to cooperate closely with Nokia and mainland brands.
Research and adjustment agency CanaccordGenuity estimates that Motorola Mobile's smartphone shipments this year will be 20 million units, and next year it is estimated to be 25 million units. Although Motorola can't make it into the top five smartphones in the world, due to Google's blessing, people in the mobile phone industry are generally optimistic about the future development potential.
Motorola Mobile's main Asian customers also include Huawei, ZTE, Lenovo, Haier, etc. Among them, Huawei and ZTE are highly optimistic in the smartphone market, and the two factories have the opportunity to win more than 10% of global smartphone shipments this year.
As for the Korean brand LG that considers Samsung as a competitor, it was originally intended to join hands with MediaTek, but it was called out because of the internal reorganization of the organization. The mobile phone industry recently reported that Lejin has the opportunity to restart the cooperation plan with MediaTek. It is worth observing the follow-up.
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