TrendForce’s latest analysis of the global smartphone market finds that sales are growing again due to the effects of the year-end busy season. The global smartphone production volume for the third quarter of 2017 totaled 384 million units, registering a year-on-year increase of 6%. Chinese brands together posted a much higher year-on-year growth of 20%. In terms of ranking by production volume, Samsung, Apple, Huawei, OPPO and Vivo still held their respective positions in the top five for the third quarter, while Xiaomi followed at sixth place.
According to its latest report Breakdown Analysis of China’s Semiconductor Industry, TrendForce estimates that the total annual revenue generated by the country’s domestic IC industry for 2017 will come to RMB 517.6 billion, representing an increase of 19.39% from 2016. TrendForce further forecasts that total revenue of China’s IC industry for 2018 will come to a new record high of around RMB 620 billion, with the annual growth again reaching around the 20% level. By contrast, the average revenue growth rate of the worldwide IC industry for 2018 is projected at 3.4%.
Fabless semiconductor giant Broadcom Limited (shortened here as Broadcom) announced on November 6 that the company is offering US$130 billion to acquire its rival Qualcomm. Qualcomm’s official response is that the company board is currently reviewing the proposal. This deal, if approved by Qualcomm’s board, represents another milestone for M&As in the global semiconductor sector as its value sets a new record high for the industry. Once completed, TrendForce expects the deal will expand Broadcom’s presence in the automotive electronics market. Furthermore, the joining of Broadcom and Qualcomm will impact the global foundry market and threaten the competitiveness of China's and Taiwan's IC industries in the future.
The tablet market has undergone four consecutive years of downward correction from 2014 to 2017 and is showing signs of bottoming out. Latest analysis from TrendForce estimates that the global tablet shipments for 2017 will total around 148.9 million units, registering a more moderate drop of 5.4% compared with the 2016 result. Looking ahead to 2018, major tablet brands are expected to see their shipment declines ease. At the same time, Amazon, Huawei and other relatively new market entrants will continue in their rise. In sum, global shipments are projected to recover next year, rising by 0.3% annually to around 149.3 million units.