According to the latest Digitimes research, smartphone AP shipments will continue to decline during this quarter with about 4.6% after the 13.9% gain in Q3 2018. Vendors appear to be feeling the trend and are giving lower order numbers.
Some of the Chinese smartphone makers such as Huawei, Xiaomi, Oppo and vivo are looking to expand their overseas shipments and the efforts so far have been largely successful, especially in Eastern Europe and India. Huawei’s HiSilicon Kirin Technologies appears to have benefited the most.
The report also says that the AI accelerators in today’s chips could potentially affect shipments but not enough to turn around the shrinking market in the country.
And despite the new SoCs from Qualcomm (SD670, 675 and 710) and MediaTek’s Helio P70 around the corner, things continue to look grim.