IC Design Leading MediaTek cuts orders from wafer foundries. MediaTek stressed that there are many market rumours and the current view on the fourth quarter remains unchanged. The mobile phone chip supply chain believes that market demand in November is sluggish, about the same as in October.
Although in October, there were 11 vacation leave disruptions in mainland China, MediaTek formally merged Netcom's chip maker Lei Ling, making single-month revenue performance relatively resilient. There was still 7.532 billion yuan, a decrease of 4.97% from September.
The number of working days in November returned to normal. However, the market sent out yesterday (16th), MediaTek cut orders for foundries, causing the stock price to plunged with Taiwanese stocks. The stock price fell by 9 yuan, or 2.86%, or 306 yuan.
Regarding the single issue of the market, MediaTek stated that there are many market rumours. Sometimes adjustments to wafer orders will increase or sometimes decrease. This is a normal phenomenon and the current outlook for the fourth quarter remains unchanged. However, MediaTek will not comment on the monthly forecast for November.
According to the forecast released by MediaTek in the fourth quarter, consolidated revenue will be approximately 22.9 billion to 24.5 billion yuan, falling 2% quarter-to-quarter to 5% range; of which, the sales of Ralink wireless local area network products will account for approximately 6%. % to 8%.
As MediaTek’s October revenue was 7.532 billion yuan, based on its fourth quarter outlook, revenue in November and December should fall from 7.684 billion yuan to 8.484 billion yuan; in terms of low standards, November should have an opportunity The month ended up falling.
The mobile phone chip supply chain pointed out that in November, just over half of the current observations showed that there was no significant rebound in demand in November. The client pulled goods stagnant slightly, making overall shipments not bad, but it was not very good. It's about the same as in October.
The mobile phone chip supply chain stated that apart from South Asia's important Indian market demand is still relatively low, the supply situation of Southeast Asian Thai floods for mobile phone high-voltage protection components will cause shortage of mobile phone peripheral components, which is also the focus of continuous observation.
Main Product Shipments MediaTek Operational Key IC Design Leading MediaTek (2454) Shipment of MT6573, the main product of this year, will continue to increase. This quarter will challenge single month shipments to exceed 2 million units, becoming an important factor in the stable performance in the fourth quarter. source.
The "MT6573" using the 3G WCDMA system, which belongs to the 3.75G Android Edition, is not only MediaTek's first smart phone chip, but also used to try to penetrate the whiteboard tablet computer market in mainland China. Currently, the main customer is the Lenovo brand company. Used by A60.
The mobile chip supply chain observation pointed out that Lenovo’s purchase of “MT6573†should have reached 1.2 million units per month. It is an important customer and, together with other trial vendors, “MT6573†single month shipments will challenge 2 million units in a single month. Achieved this month or next month.
Although in October, there were 11 vacation leave disruptions in mainland China, MediaTek formally merged Netcom's chip maker Lei Ling, making single-month revenue performance relatively resilient. There was still 7.532 billion yuan, a decrease of 4.97% from September.
The number of working days in November returned to normal. However, the market sent out yesterday (16th), MediaTek cut orders for foundries, causing the stock price to plunged with Taiwanese stocks. The stock price fell by 9 yuan, or 2.86%, or 306 yuan.
Regarding the single issue of the market, MediaTek stated that there are many market rumours. Sometimes adjustments to wafer orders will increase or sometimes decrease. This is a normal phenomenon and the current outlook for the fourth quarter remains unchanged. However, MediaTek will not comment on the monthly forecast for November.
According to the forecast released by MediaTek in the fourth quarter, consolidated revenue will be approximately 22.9 billion to 24.5 billion yuan, falling 2% quarter-to-quarter to 5% range; of which, the sales of Ralink wireless local area network products will account for approximately 6%. % to 8%.
As MediaTek’s October revenue was 7.532 billion yuan, based on its fourth quarter outlook, revenue in November and December should fall from 7.684 billion yuan to 8.484 billion yuan; in terms of low standards, November should have an opportunity The month ended up falling.
The mobile phone chip supply chain pointed out that in November, just over half of the current observations showed that there was no significant rebound in demand in November. The client pulled goods stagnant slightly, making overall shipments not bad, but it was not very good. It's about the same as in October.
The mobile phone chip supply chain stated that apart from South Asia's important Indian market demand is still relatively low, the supply situation of Southeast Asian Thai floods for mobile phone high-voltage protection components will cause shortage of mobile phone peripheral components, which is also the focus of continuous observation.
Main Product Shipments MediaTek Operational Key IC Design Leading MediaTek (2454) Shipment of MT6573, the main product of this year, will continue to increase. This quarter will challenge single month shipments to exceed 2 million units, becoming an important factor in the stable performance in the fourth quarter. source.
The "MT6573" using the 3G WCDMA system, which belongs to the 3.75G Android Edition, is not only MediaTek's first smart phone chip, but also used to try to penetrate the whiteboard tablet computer market in mainland China. Currently, the main customer is the Lenovo brand company. Used by A60.
The mobile chip supply chain observation pointed out that Lenovo’s purchase of “MT6573†should have reached 1.2 million units per month. It is an important customer and, together with other trial vendors, “MT6573†single month shipments will challenge 2 million units in a single month. Achieved this month or next month.
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