According to foreign media reports, IC design in the third quarter of this year ushered in the peak demand season, and downstream manufacturers gradually replenished their stocks, which led to the prospect of MediaTek's performance, including: Ruiqi, Lilijie, Angbao, Liji, IC designers such as Yankee have improved their third-quarter results month by month and have the opportunity to challenge new heights.
IC design market demand supply improvement keywords: WiFi RF chip, solid state hard disk, mobile phone fast charge chip
According to overseas media reports, in the third quarter of Taiwan IC design, the downstream customers gradually replenished their stocks, which led to the counter-attack horns of MediaTek's performance, including: Ruiqi, Lilijie, Angbao, Liji, Yanke, etc. The third quarter results were higher month by month, with the opportunity to challenge the new record.
Looking at the outlook for the third quarter from competitor Qualcomm, it can be seen that MediaTek’s performance this quarter is not difficult. Qualcomm estimates that this quarter's revenue is between 5.4 billion and 6.2 billion US dollars, higher than analysts' expectations, MSM Chipset shipments will range from 195 million to 215 million units, with annual growth rates ranging from -4.0% to 6%.
Cai Mingjie, chairman of MediaTek, had predicted that the situation in the third quarter was good. The mainland and emerging markets were speeding up in the development of smart phones. 2G and 3G entered 4G faster than expected. The third quarter continued the last season and the shipment momentum continued to grow. . The legal person estimates that while the three major telecom operators continue to subsidize mobile phones, Andriod mobile platform customers continue to build inventory, MediaTek's third-quarter revenue will continue to record high, and this quarter's gross margin has a chance to stop falling. .
Netcom chip maker Ruiqi entered the traditional peak season this season. The switch application WLAN 802.11ac replaced 802.11n, and the market share increased month by month. After Anwaro acquired Broadcom, it exited the consumer WLAN and Ethernet chip market. Realtek became a single-chip manufacturer, and the backup effect gradually responded. New orders began to be shipped in volume in the third quarter.
Also benefited from 802.11ac to replace the 802.11n effect, RF ICs accumulated third quarter WiFi RF components shipments continue to increase volume, this quarter's single-month revenue will maintain a high level of revenue in June, the second half of the year's performance is rising month by month. Due to the development of multi-frequency multi-mode mobile phones, the RF RF front-end components are 2.5 to 3 times more, and the penetration rate has increased from 35% last year to 50% this year. The previous product only has 11ac 2.4G and low-power 5G PA. Started shipping 11ac high power 5G PA.
Analog IC çŸ½åŠ›æ° entered the industrial season of the third quarter of the industry, single-month revenue continued June high-growth, solid-state hard disk steady growth, is expected to receive orders from Japanese and US SSD customers, in addition, before cutting into China The five major smart TV and Korean customers are expected to grow in the second half of the year. In addition to the acquisition of the US letter and NXP departments to bring in the benefits of fermentation, the legal person expects the acquisition of the department for the current and next two years is expected to increase by 13% to 14%, 3% to 4%.
China's three major telecom operators continue to subsidize smart phones, driving demand for mobile phone ICs in the third quarter of the year. The mobile phone ICs maintain an annual growth rate of more than 30%, accounting for 2 years of product share. The 15% increase to 25% in the first quarter of this year, the legal person is expected to benefit from the fast-moving mobile phone IC shipments, this season's revenue season increased by 5% to 10%.
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