MediaTek has been making frequent moves recently. It has just announced the new generation of mid-range chip Helio P70, which focuses on AI. Then MediaTek released its third-quarter financial report today. According to the financial report data, MediaTek's consolidated revenue this quarter was NT$67.03 billion, an increase of 10.8% over the previous quarter, and its gross profit margin was 38.5%, setting a new high in the past three years. Industry insiders analyzed that MediaTek is ushering in steady growth and will continue to be positive in the future.
overall saturation in the domestic market and will target market share
According to MediaTek's financial report data, its revenue in a single quarter is estimated to be NT$590-64.3 billion, which is actually a decrease of NT$4-12% compared with the same quarter. The main reason is that the domestic smartphone market is weak this year. MediaTek's main customers such as OPPO and vivo have decreased market share. In addition, MediaTek continues to grow in overseas markets, but these emerging markets have led to a headwind of revenue due to the problem of exchange rate depreciation. Overall, MediaTek's mobile phone chips can remain flat in the fourth quarter, which is actually a very good performance.
Regarding the chip performance in the domestic market, the analysis given by MediaTek Co-CEO Cai Lixing is that the sales of smartphones in the domestic market are currently saturated, and the annual sales will even be weaker than last year. Therefore, in the overall environment, MediaTek's performance is actually quite good. As for next year, there are still uncertain factors in the semiconductor industry, MediaTek will continue to expand its market share, and will launch 4G mid-to-high-end chips in terms of product layout at the beginning of next year, with the goal of still mid-to-high-end smartphones.
In addition, the new generation of Helio P70 chip released by Lianfa Ke has attracted high attention from the outside world. The industry is looking forward to the market performance of this product. It is reported that the products equipped with this chip will be launched soon, which will be expected to promote MediaTek's performance growth.
As for long-term product planning, MediaTek's new products are still mainly 12nm, and as for the higher 7nm, it is expected to move forward in 2020. Considering that 2020 is the year of popularization of 5G, MediaTek is likely to launch a 7-nanometer process 5G single chip to prepare for the 2020 5G replacement wave.
locks on AI artificial intelligence and continues to deepen the mid-range market
Consumers who follow MediaTek should know that MediaTek's application of AI artificial intelligence has been at the forefront of the industry in the past two years, and in fact this is MediaTek's market strategy. Currently, MediaTek has launched Helio P60, A22, P70 and other products for artificial intelligence. In the future, it will continue to lock in artificial intelligence and be involved in deep learning in the field of ASIC, leading the field of AI chips.
Currently, MediaTek's investment in AI has also received positive feedback from the market. Products equipped with Helio P60 have achieved remarkable sales at home and abroad. OPPO R15, vivo X21i, etc. are all popular products that are popular in the consumer market. It is precisely because of the continued optimism of the P60 chip that MediaTek's overall gross profit margin in the second and third quarters has been stable and progressed. P60 has made an indelible contribution to its growth in the third quarter.
It is worth mentioning that MediaTek has also achieved remarkable results in special application fields. For example, MediaTek's ASIC mining chip has accelerated its product advancement because its technology is similar to AI chips. It is expected that the chip will adopt a 7nm process and is expected to be mass-produced in the first or second quarter of next year. In addition, after the merger of Morningstar, MediaTek will be in a leading position in the layout of TV chips, and is expected to further increase revenue and gross profit.
emerging fields are growing rapidly, and it is expected that the operating benefits will be further improved
In addition to the smartphone chip market, Cai Lixing also said that MediaTek will have new products in the mid-to-high-end market next year, and is still actively investing in 5G, AI ( artificial intelligence ), Internet of Vehicles, ASIC (Special Application Chip), and other fields. It is worth mentioning that MediaTek's 5G promotion has made substantial progress. The 5G baseband Helio M70 has completed the testing of the prototype and is expected to be shipped in the second half of 2019. By then, 5G, automotive chips and ASIC will make performance contributions.
Regarding the operating and gross profit margin in the quarter, MediaTek CEO Cai Lixing also said LeTV.First of all, the P70 product competitiveness is confident and customers are stocked in advance, so MediaTek is expected to grow faster. In addition, MediaTek's demand for power management chip continues to grow. Therefore, although the smartphone market is in a downturn, emerging markets are continuing to grow. It is expected that revenue in the fourth quarter will be 59 billion, gross profit margin will be 38.5%, and its market share will further increase, which will significantly increase operating benefits if the expenses remain unchanged.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-