本集介紹

MediaTek recently emphasized that the terminal market demand is still healthy, the annual revenue growth rate is estimated to exceed 40%, and the gross profit margin falls between 44% and 46%. MediaTek’s revenue last year was 322.145 billion yuan, and this year’s performance is estimated to increase by 40%. It is estimated that the annual performance will reach 451 billion yuan. The first half of the year’s performance has reached the annual rate of 51.8%.

However, this also means that if MediaTek’s performance this year grows by just 40%, it is possible that the first half of the year’s performance will be better than the second half of the year. If the annual performance increases by 45%, the proportion of the first and second half of the performance will be approximately Each half.

Mobile phone chips require high capital-intensive investment. MediaTek’s R&D expenditure last year was 77.3 billion yuan. This year, it is expected to invest a record high of US$3 billion (about NT$84 billion) in research and development budgets, focusing on artificial intelligence, post-5G development, WiFi 7 and ARM. Multiple fields such as structured data computing will accumulate advantages for the next stage of growth.

MediaTek held a shareholder meeting a few days ago. Chairman Cai Mingjie said that he feels very positive about the overall outlook for today and next year. There seems to be noise in the mobile phone market, but MediaTek's products have a wide range of applications, from mobile phones to other consumer electronic products, with a diversified layout and sales all over the world, even if the consumption power of a certain region is weak, the impact is limited.


MediaTek’s stock price fell by 1 yuan yesterday to close at 919 yuan. Foreign investors and self-employed companies simultaneously bought over, but the investment letter sold 20 consecutively.

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聯發科日前強調，終端市場需求仍健康，全年營收成長幅度估計將超過40%，毛利率落在44%至46%之間。聯發科去年營收3,221.45億元，今年業績增幅預估四成，預估全年業績將達4,510億元，上半年業績已達成全年的51.8％比率。
不過這也代表，如果聯發科今年業績剛好是成長四成，有可能出現上半年業績比下半年業績還好的情況，若全年業績增幅達45％，則上、下半年的業績比重就會大約各一半。
手機晶片需要高資本密集投資，聯發科去年研發費用為773億元，今年預計將投入創高的30億美元（約新台幣840億元）研發預算，主攻人工智能、後5G發展、WiFi 7與ARM架構資料運算等多項領域，為下一階段的成長累積優勢。
聯發科日前召開股東會，董事長蔡明介表示，對於今、明年整體展望覺得滿正面。手機市場似有雜音，但聯發科的產品應用範圍廣泛，從手機到其他消費性電子產品，布局多元、銷售全世界，即使某一地區消費力道較疲軟，影響有限。聯發科昨日股價下跌1元，收919元，外資與自營商同步買超，但投信連20賣




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