MediaTek just announced the third quarter results showing that revenue and net profit have achieved substantial growth. In the TV chip market, it has reached cooperation with OPPO, Xiaomi, etc., and China’s TV chip market is ranked first by Huawei, which means that MediaTek is eroding Huawei. Dominate the TV chip market.
MediaTek is the world’s second largest independent mobile phone chip company. It is well-known to Chinese consumers because of mobile phone chips. However, it was also the world’s largest TV chip company. The Morningstar it acquired once occupied 80% of the Chinese TV chip market. Although Morningstar was not taken seriously after its acquisition by MediaTek, China’s TV chip market was gradually taken away by Huawei.
Huawei’s entry into the TV market in 2019 may be to avoid stimulating TV companies. Huawei emphasizes that it will rely on its 5G core technological advantages to bring innovative value to the TV industry. The TV products launched are not called TVs and named Smart Screens, but because The smart screens launched last year were expensive and have not been able to open up the situation in the TV market. The TV products launched this year began to start a price war with Xiaomi TV, relying on price advantages to quickly open up the situation in the TV market.
With the opening of Huawei in the TV industry, its competition with TV companies has become fierce. It is not suitable for TV companies to continue to adopt Huawei's TV chips. After all, no one in any industry wants to adopt the core of competitors. Components to avoid being seized by competitors, which provides an opportunity for MediaTek in the TV chip market.
Compared with Huawei's simultaneous involvement in mobile phone, TV and other industries, MediaTek has always only focused on chips. Undoubtedly, MediaTek is a better partner for domestic TV companies. MediaTek began to pay attention to the TV chip market again last year. In September last year, MediaTek released the world's most technologically advanced S900 chip. This chip supports 8K resolution, AI and other leading technologies, and claims to be the top TV chip in the world.
Since the beginning of this year, Samsung, Skyworth, and Hisense have successively adopted MediaTek’s S900, a powerful TV chip. At that time, it has been shown that domestic TV companies have recognized their competitive relationship with Huawei and have gradually turned to MediaTek chips. Before them, because of the competition with Huawei, Xiaomi TV has not adopted Huawei HiSilicon TV chips, and MediaTek is one of the chip suppliers of Xiaomi TV.
This time, the smart TV S1 and R1 launched by OPPO, which has just entered the TV industry, all use MediaTek’s TV chips, which is undoubtedly another major victory for MediaTek. This means that MediaTek is gaining more and more customers in the Chinese TV market, which is undoubtedly a major blow to Huawei, which has a leading position in the domestic TV chip market.
MediaTek’s attention to the TV chip market at this time seems to be helpless. The reason is that it has been unable to make a breakthrough in the high-end mobile phone chip market. In order to promote business growth, it has to develop other chip businesses, and the TV chip that Morningstar has laid the foundation will undoubtedly get again Pay attention to it. As it opens up in the Chinese TV chip market, the future competition between it and Huawei in the Chinese TV chip market will inevitably become more intense.
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