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The smartphone sector It has been in crisis for some time now: from the stagnation foreseen by the analyzes published in 2019, it collapsed until the February data collapse, the first month in which the pressures on the coronavirus economy began to feel strong. The following weeks did nothing but consolidate the negative trend in progress, with forecasts that concern both the European and the global markets.

And the trend on the market of processor manufacturers are themselves a valid indicator that allows us to interpret the direction in which the entire sector is moving. If Qualcomm had provided data in the past few days, it is now MediaTek to photograph the state of the industry through the publication of the April tax results. In the past month the revenue dropped by almost 5 percentage points compared to March, a value that doubles if the comparison with the previous year is made.

This is a marked downsizing that goes against the trend that had been achieved overall in the first four months of 2020: in fact, between January and the end of last month the revenues are in fact grown by 10%, demonstrating how the year just started had good conditions among new solutions in the fields of new generation processors and networks. The pandemic has changed the cards on the table, forcing companies to review their strategies which, due to production freeze, logistics stop and demand collapse, will inevitably have to try to get an entire sector moving again.

MediaTek sees positive for the immediate future: in fact, a recovery is expected in June with revenue growing again. This will obviously depend on the trend of the pandemic and the hoped for recovery of all economic activities. The Taiwanese company, meanwhile, continues to churn out new solutions, six since the beginning of the year:


The plan of the White House of to produce microprocessors in America is starting to take shape: according to an investigation by the Wall Street Journal, discussions would have been held with some of the most important chipmakers in the world, including Intel. Intel itself confirmed the news: Vice President Greg Slater told the American newspaper that he is taking the idea very seriously. A few weeks ago we told you how TSMC, one of the most important foundries in the world that has customers like Apple, Huawei and many others, is considering opening a plant in the USA for the 2 nm production process.

Unfortunately there aren't many more details, but it is likely that everything revolves around the potentially highly profitable business of the military contracts. Intel administrator Bob Swan himself wrote a letter to the Department of Defense in late April saying it is "in the best interests of the United States and Intel" to open an American foundry.

Trump and his administration have always said that they want to increase American productivity in the technological field, to create more jobs and reduce dependence on other countries – especially China, the first pole in the world with which a trade war is underway already for some years, and which is considered a risk to the national security. To put it another way: if he could choose, the Pentagon would prefer to mount American-made processors on his computers and servers.

So far the results have been rather poor: The Foxconn factory in Wisconsin has not yet opened and has hired far fewer people than initially expected. Then there is the case of the "new factory" of Apple, as Trump has called it on more than one occasion, which in reality has only been expanded (and not even by Apple). On the other hand, the operation is very complex: China has invested enormous sums and resources for more than ten years to organize an efficient, economic production chain capable of responding promptly to the needs of all customers. Such balances do not change overnight.