Recently, the market has reported that the demand for mobile phone SoC design manufacturers has slowed down, and the strategy of back-end packaging and testing foundries such as ASE and Jingyuan Electric to assist customers in stacking unfinished packaging wafers and not conducting finished product testing (FT) continues. The senior management of the unnamed IC channel vendor said that the current demand for mobile application processors in the non-Apple camp, as well as previously relatively robust network chips such as Wi-Fi SoCs, continues to be weak. The senior management of another large IC channel vendor revealed that September 2022 is the most severe time for the inventory of the channel side, but IC designers have recently slowed down the upstream chip volume, and the system-side chip inventory has gradually deteriorated, although it is relatively slow, it is estimated that after 2~3 quarters, it is expected that demand can gradually warm up.