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RF Micro Devices Inc. Message Board

  • monrio1 monrio1 Sep 3, 2013 3:57 PM Flag

    Mediatek August Robust: At Least Brug Wasn't Lying About Seeing No Fall-off

    MediaTek likely to raise its 3Q13 guidance

    MediaTek is expected to raise its target revenue growth for the third quarter of 2013 to 12-18%, up from its original forecast of 5-13%, buoyed by strong sales of its smartphone and tablet chipset solutions, according to industry observers.

    Orders for smartphone solutions from China-based handset makers remained strong in August after brisk sales of smartphone chips pushed MediaTek's revenues to the company's second highest in July, the observers pointed out.

    Additionally, MediaTek is expected to see order visibility for its tablet chipsets improve in September, said the observers.

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    • IDC apparently did not see the fall-off either. So, the summer slump was fabricated? Original smartphone estimates were for 780m to 880m in 2013. Now IDC is pushing the number over 1 billion smartphones for 2013.

      The outlook for the worldwide mobile phone market has brightened in recent months. Research firm IDC on Wednesday said it expects shipments to rise 7.3% to more than 1.8 billion units in 2013.

      It previously had forecast 5.8% growth for the year.

      IDC raised its forecast on strong demand for smartphones across all geographies. It said smartphone shipments should surpass 1 billion units for the first time in a single year. The rest of the market is made up of simple function, feature phones.

      If the forecast proves accurate, it would mark a sharp rebound from 1.2% growth last year, IDC says.

      Strong gains in emerging markets and the sub-$200 smartphone segment have fueled the faster-than-expected growth this year. The smartphone portion of the market is forecast to grow 40% this year vs. 2012, IDC says.

      "Two years ago, the worldwide smartphone market flirted with shipping half a billion units for the first time — to double that in just two years highlights the ubiquity that smartphones have achieved," IDC analyst Ramon Llamas said in a statement .

      IDC predicts that mobile phone sales will grow to over 2.3 billion in 2017, with smartphones accounting for 1.7 billion units

      • 2 Replies to monrio1
      • September qtr appears overall up but a mixed report:

        China 3Q13 smartphone AP shipments to rise 4.7% sequentially

        Shipments of smartphone-use application processors in China are expected to grow by a moderate 4.7% sequentially to 96.4 million units in the third quarter of 2013, according to Digitimes Research.

        In the quarter, Spreadtrum Communications is likely to suffer a setback in shipments caused by high inventories of its SC8810 chips, offsetting shipment gains to be recorded by MediaTek, said Digitimes Research.

        MediaTek is expected to ship 50 million smartphone APs to the China market in the third quarter, up 16.3% sequentially, Digitimes Research indicated. MediaTek's shipments will account for 51.9% of the total smartphone APs shipped to China in the quarter, compared to 46.5% in the second quarter.

        Shipments of MediaTek's quad-core MT6589 and dual-core MT6572 chipsets have outperformed rivals' offerings, Digitimes Research observed.

        Qualcomm's smartphone AP shipments to China are forecast to total 22 million units in the third quarter, rising by a much smaller margin of 2.3% sequentially, while Spreadtrum Communications' shipments will decline 23.8% on quarter to 16 million units, Digitimes Research said.

      • and that illustrates the drama for the rfmd shareholder still around $5 during the biggest boom ever.

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