Mediatek Q2 Gross Margin Is Promising, Will Come Out Of The Smart Machine Red Sea In The Future

In a comprehensive report, although TSI has previously released undynamic information on the high-end mobile phone market, the foreign investment circle is still generally optimistic about the Helio P60 chip delivery kinetic energy, and the continuous growth of the ASIC and the Internet of things. In the second half of the year, it is expected that the joint venture will show a strong upward trend, and the gross profit margin will be 40% in the second half of the year.
In the first quarter of this year, the Chinese mainland smartphone market turned stock, and the first quarter revenue of the first quarter of the Department was 49 billion 654 million yuan, down 11.4% from the same period last year, and 17.7% in the quarter. The foreign capital of Hong Kong Department believes that the 1 quarter revenue performance of the 1 quarter is in line with expectations, and the second quarter operation focuses on the rebound of Chinese mobile phone demand and the penetration of new chip permeability, re entering the supply chain of OPPO, millet and Vivo. The growth trend is expected to continue to the second half of the year, the annual revenue is expected to grow 4%, and the gross profit rate is 39%.
Cobain, a joint issue, said on Friday that legal persons will focus on the mainland's mobile phone market this season and pull kinetic energy, the impact of the US China trade war on the company's shipments, the P60 delivery kinetic energy and permeability outlook of the new mobile chip, when the company's gross interest rate returns to 40%, and the distribution benefits of the Internet of things, and so on.
Gadfly Tim Culpan, a Bloomberg Gadfly columnist, points out that if a AI voice assistant like Amazon Alexa and a mirror in snow white answer the question of "who is the most beautiful woman in the world", these AI assistants are asked, "who is the chip supplier who finds life after the smart phone?" "It will answer," the hair division. "
In the past year, the coalition has been curious about the fact that the demand for smartphones in the world has not recovered, and the competition for smart chips has no signs of easing, and the share price has risen by 65% in the past year.
Gao can point out that there is a clear explanation that ZTE is prohibited from purchasing chips from us chips, and that MediaTek is expected to take orders from Qualcomm. The share price of the Department of development was up 6.5% last week because of this news. The Department also issued a press release that had no significant impact on the business situation in the short term, and there would be no beneficiaries.
But Gao can think that new devices like voice assistant and smart bike such as Amazon make the MediaTek reborn. Forboden, an analyst with high can, is no longer "just a smartphone chip stock", which accounts for 59% of its revenue two years ago on mobile chips (smartphones and tablets), which accounted for 59% of revenue to non mobile chips in the fourth quarter of last year.