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Taiwanese media: 5G mobile phone shipments are doubling year by year, and the speed at which mainland customers turn to single factories exceeds expectations

Feb 02 63
The market research agency DIGITIMES Research predicts that in 2020, 5G smartphone shipments can easily exceed 200 million units, which is expected to challenge the 250 million unit mark. 5G mobile phone shipments will exceed 470 million units next year, and the Chinese market is still the world's largest 5G mobile phone shipment destination.

According to digitimes reports, IC design manufacturers pointed out that the new generation of 5G mobile phone products is not only an upgrade of transmission speed, peripheral applications and functions are also upgraded at the same time, including touch fingerprint recognition chip, optical fingerprint recognition chip, OLED driver IC, TDDI chip , 5G RF chip solutions, sensor ICs and fast charging ICs have long been requested by customers for revision and update.

In addition, the supply chain revealed that 5G mobile phone shipments are doubling every year. Next year, mid-to-high-end 5G smartphones will further expand their market share, and chip upgrades will brook no delay. Coupled with the fact that Chinese smartphone manufacturers are still actively adopting de-beautification strategies, now is the best time for Taiwanese IC design manufacturers to expand customer orders.

Taiwan-based driver IC suppliers are even more blunt. At present, Chinese customers “de-beautify” and probably just replace those that can be replaced. If they cannot be replaced, they must quickly find a way to replace them. Because Taiwanese manufacturers are relatively relatively able to directly replace American companies and customers The single movements are indeed wave after wave.