MediaTek confirmed that Dimensity 9400 will be mass-produced in 2024Q4

In its recent announcement, MediaTek shared the financial results for the fourth quarter of the 2023 fiscal year ending in December. The revenue reached a new high of approximately NT$129.56 billion, marking a 17.7% increase from the previous quarter and a 19.7% year-on-year growth. This surge is attributed primarily to the launch of the flagship Dimensity 9300 processor, which stimulated the smartphone market demand. Additionally, MediaTek’s CEO, Rick Tsai, confirmed the upcoming release of the Dimensity 9400 processor during the groundbreaking ceremony of the company’s new office in Hsinchu County’s Jhubei City, Taiwan. This next-generation processor is set to be manufactured using TSMC’s 3nm process and will target the flagship segment.

The Dimensity 9400 is slated for mass production in Q4 of this year, utilizing TSMC’s 3nm manufacturing process. It will compete with Qualcomm’s Snapdragon 8 Gen 4 processor. MediaTek’s product updates indicate that the new Dimensity 9400 launch in the second half of the year is expected. Qualcomm is also anticipated to introduce the Snapdragon 8 Gen 4 processor in the same period, with both companies continuing to focus on enhancing the ‘AI Phone’ user experience.

The Dimensity 9400, apart from being built with TSMC’s N3 process technology, is expected to maintain the full-core architecture of the Dimensity 9300 and likely incorporate ARM’s forthcoming new-generation processor architecture. MediaTek has previously announced a collaboration with NVIDIA, expected to extend from smart vehicle applications to PC products, potentially unveiling during Computex 2024, with the Dimensity 9400 expected to be revealed in the latter half of the year.

On the other hand, Qualcomm is expected to introduce a new independent architecture, Oryon, in the Snapdragon 8 Gen 4, complemented by its proprietary Adreno GPU design for enhanced computing performance. For PC products, Qualcomm plans to use the Snapdragon X Elite processor, announced in the latter half of last year, to compete with Apple Silicon-equipped Macs and mainstream Windows PCs using the Oryon architecture.

MediaTek and Qualcomm are poised to capitalize on the ‘AI Phone’ market trend, promoting their processor products while attracting major smartphone brand collaborations. MediaTek’s recent success in securing orders from phone manufacturers previously allied with Qualcomm, including several flagship products, indicates increased competition for Qualcomm.