Chip designers claim that the worst period of demand has passed, and Huawei’s shipment volume will increase.

Chip manufacturers assert that the peak of decreased demand has been surpassed, predicting an increase in Huawei's shipment volume.

【Mobile China News】Recently, the mobile phone chip supply chain has experienced a wave of client pulling. On November 6th, Mobile China noticed that IC design manufacturers stated that the worst period of demand is over and the market is gradually recovering. It is predicted that next year, the introduction of end-to-end AI into the mobile phone market will ignite a wave of phone upgrades, driving market recovery and experiencing more obvious recovery momentum in the third quarter of next year.

In the past two years, after adjustments, IC design manufacturers have pointed out that according to research institutions’ assessments, the mobile phone market may grow in the mid-single-digit percentage next year. Among them, Huawei will re-enter the market and its shipments are expected to increase next year. Although its market share will not be too large, there is an opportunity to capture some of the iPhone’s business in the mainland China market.

Industry insiders believe that the recent demand for mobile phone applications has indeed performed better than applications such as laptops and televisions. Entering next year, the first half is usually the off-season, but the second quarter may gradually heat up. It is expected that the performance of the mobile phone supply chain during the peak season in the second half of next year will be better than the second half of this year and the first half of next year.

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In the previous market downturn, demand for new phones was weak, but the market demand for refurbished second-hand phones was more active. In recent years, the rise of end-to-end AI applications has extended from the cloud to the terminal, bringing new hope to the overall smartphone market. The industry is eagerly awaiting the explosive power of end-to-end AI, and watching whether it can become a killer application and stimulate the upgrade market.

On the other hand, IC design manufacturers stated that the number of models using OLED panels will continue to increase. Previously, OLED panels only penetrated high-end models, but more and more mid-to-high-end models are following suit. Additionally, most folding phones use OLED panels, so the proportion of related products may exceed 40% now and reach 50% in the future, bringing business opportunities for OLED-related IC design manufacturers.

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