Beatrice Russotto - Director of Investor Relations. Thanks for letting me ask the question. There is no question.And as is long lead time for not just wafers, I would add also for specialized material components like substrates, so also a massive long lead time because of capacity limitations if something like it happened more than a year ago on MLCCs for that extent. This is up a little more than 20% year-on-year. And I think that bodes well obviously for later this year, but also in the future.Well, let me turn to [Phonetic] answer that. Or are those supply chain sufficiently differentiated that you can have the wireless side come back and not have to have make any sacrifices on the rest of the business when we look into fiscal 4Q?In addition to US GAAP reporting, Broadcom reports certain financial measures on a non-GAAP basis.
Comments made during today’s call will primarily refer to our non-GAAP financial results.At this time, for opening remarks and introductions, I would like to turn the call over to Beatrice Russotto, Director of Investor Relations of Broadcom Inc. It will improve as time progress over this.
In server storage connectivity, we note a similar situation. I would note resales in Asia-Pacific, in particular China, are expected to be up quarter-over-quarter, while other regions -- all other regions are expected to be down.
There has been a shift in terms of when product is going to be delivered. There are some supply chain constraints, of course, on top of that.Is the specifics of it enough away from wireless, that if you’re pushing out the wireless business and you’re still shortage – short of supply, that when that wireless business comes back, are you going to have even bigger problems and have to make sacrifices elsewhere?
That being said, we expect this to be partially offset by a sharp decline in video, particularly in satellite set-top boxes, given the current constraints on live sporting events.As I said, we're working through Q3 now very vigorously and we'll worry about Q4 when we get there at which time, for sure, we would have improved the situation considerably.And more generally two quarters ago, you gave some wireless growth targets for the year. If you did not receive a copy, you may obtain the information from the Investor section of Broadcom’s website at broadcom.com.Coupled with this, we have significant test capacity – repositioned significant test capacity in Malaysia, where we also have a central – centralized warehouse.
I guess, I had a question on just big picture demand.
And as I indicated in my prepared remarks, we have been successful in selling more capacity, more adjacent products to these larger enterprises, which have enabled us to book and to expand bookings in this core accounts over 20% annually over the past 18 months. And -- so that was -- has been a great success. And it’s evidence in the sense that, as I say, we are able to expand and grow our bookings by focusing on the largest enterprises, who buy – which buy a lot of this software out there in the world.However, this year, we do not expect to see this uptick in revenue until our fourth fiscal quarter.
Your line is open.Thomas Krause - Chief Financial OfficerIn addition to U.S. GAAP reporting, Broadcom reports certain financial measures on a non-GAAP basis. Historically, you see some of that growth in Q3 from a seasonal perspective and then a larger growth in Q4. We definitely – as you know, and which you are implying to in your question, we’re designing, obviously, in those flagship – big flagship phones in our large North American OEM phone makers.
And we are guiding Q3, and I don't mean to be rude, but we're not guiding Q4 at this point.So these are coming direct from customers, mainly a lot of it cloud customers, a bunch of probably OEMs, these big OEMs who sell to large enterprises. This is not something that just showed up recently. Do you see them getting worse or getting further extended?
Please go ahead, ma’am.You’re talking about, I assume the original equipment manufacturers, the OEMs. Thank you for taking my question.
Do you see them getting worse or getting further extended? Thanks for letting me ask a question. Things are improving week-by-week in our – in some of those unique constraints we have. Thank you all for joining. Our next question comes from Craig Hettenbach of Morgan Stanley. So we have – we do not have a clear sense on how much inventory are being accumulated, if any.Vivek Arya - Bank of America Merrill LynchStacy Rasgon - Sanford C. Bernstein & Co., LLCBeginning with networking. So, Hock, if I understood you correctly, you saw the surge in demand for your direct end customers in cloud and telcos? Thank you taking my question. And so I think what you're referring to is, what's the mix of 5G versus non-5G phones and how does that play out over time. Your line is open.Thank you, operator, and good afternoon everyone. Broadcom Inc. 2020 Q1 - Results - Earnings Call Presentation Fri, Mar.
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