Recently, the industry has reported that Xiaomi and other major Chinese mobile phone manufacturers have cut orders sharply. In the past year, Xiaomi's stock price has fallen like a slide. Industry sources revealed that the stable situation reflects this phenomenon. It is expected that the inventory of Chinese customers will increase greatly, and the pressure of terminal manufacturers to place revision orders will come immediately.
Duntai is also a victim of a slowdown job email list in the mobile phone market. Duntai's inventory turnover days in the first quarter of this year increased by 196% compared with the same period last year, while revenue in the first five months fell by 25% compared with the same period last year. It is worth noting that the annual decline in revenue in April and May was 40%. The above, like Wenmao and Hongjieke, has made the outside world worried that the oversupply of the industry has intensified. It is rumored that Duntai signed a long-term supply contract with a wafer fab last year because of its good business. Therefore, when the economy reverses, whether Duntai's inventory will increase greatly because of this has become the focus of attention.
In an interview with this magazine, we learned that Duntai did sign a long-term supply contract with the fab, but also signed a long-term contract with the customer. "If the order is drawn, the customer will also pay a fine." However, the demand for mobile phones began to weaken in the second half of last year. , Since the mobile phone business accounts for a large proportion of Duntai's revenue, "the visibility of mobile phones is indeed not high now", and the next development can only be seen while walking.