| This industry trend doesn't jive with SIMO's eMMC guidance of weakness in Q4. I thought SK Hynix's customer base for eMMC was cheap Chinese phone makers? The article says Q3 was up 20% from Q2, and Q4 will be up 11% from Q3. For SIMO, Q3 eMMC sales declined from Q2, and the weakness is expected to persist into Q4. Makes no sense.......|
Digitimes Research: China vendors to see 11% growth in smartphone shipments in 4Q17
Ashley Huang and Luke Lin, DIGITIMES Research, Taipei [Tuesday 7 November 2017]
Smartphone shipments, including exports, by China-based vendors are expected to reach 199.1 million units in the fourth quarter of 2017, up 11.1% from the 179.2 million units shipped a quarter earlier, according to an estimate of Digitimes Research.
Rising replenishment demand in the domestic market combined with peak-season effects in overseas markets will work together to ramp up China's smartphone shipments in the fourth quarter, said Digitimes Research.
Third-quarter shipments of 179.2 million smartphones by China's vendor were up 20.8% from the previous but down 0.4% from a year earlier. Huawei was the top China-based vendor in the quarter with shipments totaling 40 million units, followed by Xiaomi Technology with 23 million units. The other top-five vendors in the third quarter were: Oppo, Vivo and Lenovo.
While China's smartphone shipments will continue growing in the fourth quarter, the quarterly growth rate is drifting downward due to a high comparison base recorded a quarter earlier.