Exploding demand, led by mediatek Taiwan IC design companies in Q3 into the peak season
Time£º2016/9/19 9:26:22
Inventories in the first half of 2016, the overall semiconductor industry chain, and the end of second quarter, China intelligent mobile phone and Internet related demand suddenly explode, into the season ahead of time, applied the Internet of things related to build, has begun to drive related Taiwan IC design industry season 3 into the busy season, success only mainland intelligent mobile phone and Internet related IC design factory, including mobile phone chips mediatek, netcom IC factory realtek and rf chip factory set product, etc. Mediatek revenue increased gross profit drop mediatek according to simple outlook, merge forecast third quarter revenue will grow 8 ~ 16% on the previous season, up to 78.329 billion ~ 84.131 billion yuan, the surplus of about 4.69 ~ 5.73 yuan per share, is better than the second quarter of 4.16 yuan, is expected to hit a nearly seven quarters. Mediatek for this year's third quarter revenue forecast 10%, is better than the market expected full-year revenue year growth rate is 25%, however, accounts for more than 6 to 4 g mobile chip shipments intelligent mobile phone chips influenced by qualcomm, spreadtrum actively bidding, the overall gross margin in the third quarter will continue to test, forecasts for the third quarter gross margin will be between 33.5% ~ 36.5%, about 35% ~ 35% for the whole year. Face qualcomm and spreadtrum mainland only 4 g smart phone market actively, mediatek relentlessly to rob, also share to sacrifice the gross margin of 4 g mobile phone chips. But as soon as this year's fourth quarter mediatek's new 16 nm P20 chip, early next year at the most competitive 10 nanometers X30 chip volume, mediatek next year gross margin is expected to recover from. Realtek multi-product synchronous netcom up IC factory realtek will respond to business opportunities thanks to the Internet of things, in the first half of the merge revenue of 18.834 billion yuan, annual growth rate of 29%, into the third quarter, realtek broadband in mainland China continue to open the case, PC product demand stabilisation and TV control chip shipments continued growth, including WiFi, set-top box, TV and broadband Internet related chip shipments continued strong kinetic energy will grow up. Legal person for realtek revenue of about 3 can grow season 2 1 ~ 5%, quarterly EPS estimates there are 2 yuan of above. Set product performance season than a season rf chip factory set product broken Skywork market success, success in a number of terminal master chip supply chain, as the main chip of mainland factory spreadtrum, core began to enter the Internet market, set up product followed with wi-fi rf components delivery shipment followed warming, product will be a season than a season. Because the Internet of things related devices, including smart phones, tablets, routers, wearable devices, and other products with wi-fi 802.11 ac become the mainstream, using wi-fi rf components of product a continued warming, collectively made product of new mobile phone new order such as the main chip benefits since the start of the year injections, performance is expected to gradually rise.
