Said method of IC design group, held a meeting in season 2 IC design into the seasonal peak season generally, including mobile phone chip leading mediatek this season, although profit margins continue to decline, but the customer inventory continues to cover, sustained revenue growth; F - spectrum affected by U.S. customers, this season growth momentum is slowing; Realtek JiRongJing continue, netcom wafer shipments last season to buoyant; Holtek into the traditional peak season, the performance is better than the last quarter performance.
Mobile phone chip maker mediatek's first quarter results such as market expectations, and the second quarter earnings outlook is hopeful, sustained revenue growth is better than market expectations, but mobile phone chip market is still competitive, profit margins decline is uncontrollable coughing brake, gross margin retain 35% this season, estimate the season 2 smartphone and tablet computer chip shipments will reach 135 million to 135 million, which will be more than 15% of the total Helio series chips.
Season 2 for the customer inventory down to the level of the low stock to cover demand of all kinds of consumer demand growth, mediatek expectations will be better than the traditional seasonal level this season. Customer demand season, however, seems to have a response in ahead of time, make the second half of mediatek performance and the first half of the year, more than 10% full-year growth target unchanged, full-year gross margin will be between 35% and 38%.
High-speed transmission interface chip stocks F - spectrum red in the first quarter gross margin is better than expected, but the second quarter growth momentum slows, season 2 operating growth momentum from the apple laptop eDP permeability, new product active organic light-emitting diodes (AMOLED) panel timing controller in season 1 import trial-produce, into the laptop panel market information, such as products, season 2 shipments.
Realtek netcom chip in the first quarter performance bright, season in the second quarter is expected to continue to meet ChanRongJing, 4, 5 month continued to buoyant, including LCD TV display control chip into Korean TV customers, has been shipping in the last quarter, due to the Korean customer at the end of season 2 new models, expected to this season started peatlands. Fade out consumer WLAN, in addition, broadcom Ethernet chip market, after turn realtek effects of single continuous fermentation, better than expected in WLAN and Ethernet chip shipments.
MCU factory holtek season 2 is the traditional peak season, shipments to increase security and small appliances and health care products, to promote revenue growth season better than last season, including motor control part, expects shipments of 4 million above, double over the last year.
