MediaTek has reported consolidated revenues grew 1.2% sequentially to NT$7.63 billion (US$252.9 million) in November. The figure came below market watcher estimates of NT$8.5-9.5 billion.
MediaTek's November sales were affected by its China-based white-box clients' lower-than-expected smartphone shipments, according to industry sources. Shipments were disrupted by tight supplies of ambient light sensors from Texas Advanced Optoelectronic Solutions (TAOS), the sources revealed.
TAOS' back-end operations in Thailand have been suspended causing disruptions to its ambient light sensor shipments to customers, which also include brand-name consumer electronics vendors such as Apple, HTC and Nokia, the sources indicated. With its ambient light sensor availability becoming tight, TAOS is giving priority to orders placed by the first-tier brands, at the expense of those from second-tier and China's white-box companies, the sources said.
TAOS is unlikely to provide adequate supplies of its ambient light sensors by the end of 2011, which would continue to disrupt certain CE manufacturers' deliveries, the sources noted.
Previous reports quoted industry sources saying MediaTek had enjoyed brisk demand for its solutions targeting low-cost smartphones, and an influx of short lead-time orders from clients in China after the country's National Day holidays.