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Mediatek optimistic Q2, the prosperous emerging markets
Time£º2016/3/18 9:14:37

Mediatek executive vice general manager and chief operating officer together Zhu Shangzu 16, said this season customer needs better than expected, but for southern Taiwan earthquake in February a spoiler, mediatek can't delivery, offset part of the growth, season 2 business will be better than this season so far, in the second half of the situation is still to be seen.

Zhu Shangzu key figure/economic daily conversation

Mediatek's chief financial officer, Mr Ku said this year is still in the mobile phone chip market pressure, mediatek shipment growth in emerging market, introducing chip driven by the increase in the number, the annual mobile chip shipments will grow up year on year. David ku, mobile phone chip market "fallen man more than to stay", mediatek to "cage pass off a" hard, struggle continued growth of revenue.

Mediatek 16, held in shenzhen "normal open. Core - the sunrise force (Helio) X20 conference and customer conference", introduced new Helio X20 chips, presided over by Zhu Shangzu, Mr Ku.

Mr Ku, stressed that competitors who had left, master the rest of the players should be more efforts, mediatek if achieved advanced mobile phone chips, 20% of the target, won the first game, investment will continue to go forward.

Mediatek expects, through the replacement of emerging markets boom, revenue growth this year will reach two digit growth, even if the margin pressure, but will deliver a new product every quarter, through the product mix, process and wafer partners work together to reduce the cost. Concerns mediatek, since the start of the merger and acquisition will drag on gross profit margins. Mediatek believes that related effects can be controlled within 1%.

Zhu Shangzu pointed out that the customer needs a stronger than expected this season, but the earthquake disrupted shipment, offset part of the growth; Season 2 for southeast Asia and other markets turn 3 g 4 g speed faster than expected, and China telecom operators recovery scheme of handset subsidies and other incentives, situation will be better than this season.

Zhu Shangzu expectations, the mainland market this year will not have too big growth space, but mediatek in 4 g city of rate increases, estimated 5 to 10% increase. Mediatek profit margins fell below 40% last year, the price of new product improvement, hope to hold this year's gross margin.

3 g chip business, Zhu Shangzu revealed that this year may not have new chips, will still be sales at both products in the 3 g market. The price of 3 g chip has a floor, price stabilization, and emerging market demand for 3 g more than 4 g, 4 g will not completely replace the 3 g market.

For the new idea of semiconductor international Zhu Shangzu think, at this stage I hope people can get government support, especially in Taiwan to foreign regulations limit and middle technical personnel to work too much, hinder the foreign talent to work incentives. "Number is not problem, find the key talent is key".