CHINA: Shipments of smartphone application processors in the China market are expected to grow 9.7% and 16% on quarter, respectively, in the third and fourth quarters of 2015, according to Digitimes Research.
Overall, China’s smartphone-use AP shipments will increase 23.5% on year to 300 million units in the second half of 2015, Digitimes Research estimated.
Despite seasonal factors, smartphone AP shipments in China advanced 8.7% on quarter and 23.8% on year to reach 128 million units in the second quarter thanks to a decline in inventory in the previous quarter and new models launched by smartphone vendors, Digitimes Research noted.
Among the top-five smartphone AP suppliers, MediaTek is expected to see its shipment growth slow down in the third and fourth quarters after a significant gain in the second quarter.
Spreadtrum Communications is expected to roll out two solutions, the SC7731G and SC9830A, for the entry-level segment in the second half of 2015, which will add pressure on MediaTek and Qualcomm in the low price sector.
Qualcomm is expected to see its shipments decline in the third quarter before making a rebound in the fourth quarter, buoyed by the launch of new products.
Shipments from HiSilicon Technologies will gain momentum starting the third quarter as the vendor plans to roll out new chips for high-end smartphones in the quarter.
Leadcore Technology’s AP shipments will suffer a setback in the third quarter due to decreased orders from Xiaomi Technology, but will rebound in the fourth quarter thanks to new orders from Xiaomi and other smartphone vendors, Digitimes Research commented.
