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1, MediaTek 2018 gross margin steady rise, P series chips will be upgraded A73 nuclear;
Set micro-grid January 31 reported (Reporter Zhang Yi group) MediaTek today released the fourth quarter of 2017 consolidated earnings, of which the quarter consolidated revenue of NT 60.0400 billion yuan, a decrease of 5.1%; quarter consolidated gross profit margin of 37.4%, the chain increased by 1%; consolidated net income for the quarter was NT $ 10.16 billion, an increase of 100.8% compared to the same period, MediaTek announced the latest personnel orders, Cai Li-line will take over from the hands of Tsai Ming-chu, CEO, effective February 1.
Fourth quarter net profit increased 100.8% over the previous quarter
MediaTek reported a net operating income of NTD 60.0430 billion in the fourth quarter of 2017, a decrease of 5.1% quarter-over-quarter and 12% year-on-year. Revenue for the quarter decreased from the previous quarter mainly due to seasonal demand adjustments for some consumer electronic products. Revenue decreased, mainly due to the decline in smart phone shipments.
It is noteworthy that this quarter's consolidated net profit for the current NT 101.6 billion yuan, an increase of 100.8%.
Chief Executive Officer of MediaTek Tsai pointed out that revenue contribution from the two product lines of smartphones and the Internet of Things will be concentrated in the second half of 2018. The first quarter of 2018 revenue is estimated to be between NT $ 48.3 billion and NT $ 52.2 billion , The chain decline of 12% to 20%, gross profit margin remained at 35.5% to 38.5% among them, handset and tablet shipments will be between 75 million to 8500 sets.
MediaTech gross margins will continue to pick up in 2018. Tsai said the new products and margins will lead to better performance in the second half of this year, in addition to the expected double-digit CAGR of growth products in the long run , Will also actively layout automotive electronics and data center market.
The next generation P-series SoCs will be upgraded with the A73 core
According to Tsai, the shipments of mobile computing platforms (including smartphones, tablets, etc.) for the full year of 2017 ranged from 430 million to 450 million units in 2017. Q4 2017 Mobile Computing Platform (Including Smartphones, Tablets, etc.) Revenue accounted for 35-40% .As the first quarter is the traditional off-season, customers pull the goods more conservative, the fourth quarter of last year, the new product has been completely heavy volume P23, entry-level MT6739 mass production is expected in the first quarter of this year will continue Heavy volume.
Recalling that smartphones face many market challenges in 2017, MediaTek has aggressively adjusted its strategies to enhance its product competitiveness. Currently, development of new products and import of customers are smooth, and confidence in the goal of gradually regaining market share and improving profitability is assured.
With the high penetration rate of global smartphones in 2018 and the extended switch-off period, the overall growth rate will slow down, and we believe that enhancing the product's price / performance ratio can jointly create market opportunities. MediaTek said that in the future design of products, traditional flagship For example, the next-generation P-series SoCs will upgrade the A73 core to emphasize the gaming experience while running artificial intelligence, computer vision, rich multimedia applications such as face recognition and photo optimization, while supporting 3D Measurement, the current product promotion is more successful, is expected in the second quarter of this year, mass production of mobile phones.
In this year's mainstream and entry-level market, MediaTek will also launch several SoC support CaT.7, in addition to better performance and dual-lens support, will also help customers import different models, is expected to mass production gradually after the second half.
In emerging markets, MediaTek partners with Google to provide several leading chipsets that support the Android Go version, allowing entry-level handsets to require only 512M to 1G of memory, as well as a good user experience. The new modem, the MT6739 Android Go The handset will be mass-produced in India in the first quarter of this year, and new models will be put into operation in the future.
Tsai said the revenue of P series products will reach 15% -20% by 2018. The introduction of 12nm products will play a key role in the overall revenue recovery and market share recovery. Although the mainland of China and Taiwan Semiconductor Manufacturing Co., Ltd. are currently operating at 12nm But in-depth cooperation, but MediaTek and TSMC is a long-term and stable partnership will not be affected by the production capacity and price in the 7nm products, the fastest in the next year is expected to tape out, may be for different applications.
In terms of growth products, including internet of things, power management and ASIC, revenue accounted for 27-32%. In the fourth quarter, sales benefited from WiFi and voice assistants enjoyed a stronger overall performance than the Company average. The first quarter Seasonal seasonal sinking.
Recalling that in 2017, MediaTek will gradually ferment the growth of growth products and occupy a leading position in the market with artificial intelligence and voice processing. With M & A, the growth of all-round growth products will exceed 30% and all kinds of products will be well-developed Long-term market opportunities.
In 2018, many IOT trends will continue, such as the increase of WiFi loading rate and specification, the entry of voice assistants into new markets in mainland China, and expansion into new segments such as TVs and smart homes. M2M segments such as sharing bicycles, although the market is currently There is cooling, but NB-IoT application is expected to continue as network services mature in the second half.
In the power management chip, sub-PMIC with smart phones will continue to grow revenue momentum. ASIC, this year to consumer electronics growth-based, and continue to develop applications in other areas.
Overall, in 2018, MediaTek's growth products will continue its good growth last year and actively explore products such as automotive electronics and server switches, with a small revenue contribution expected by the end of 2007. Cai Lihang said 2018 is full of opportunities and A year of challenges will overcome this challenge with execution, driving up market share and strengthening AI across platforms, and MediaTek will continue to invest in promising products such as 5G, NB-IoT, automotive electronics and servers. / Small autumn)
2, MediaTek: Cai Lihang any CEO, 7nm to next year;
Set micro-channel news, MediaTek announced the change of chief operating officer, the current chairman and CEO Tsai Ming-jing will no longer be CEO.
Current CEO Tsai Li-line will take over as CEO on February 1, after adjustment, Tsai Ming-mediated as the head of MediaTek Group, CEO Tsai Li-line as group vice president.
For the blueprint of advanced product manufacturing, Cai Li pointed out that its 7nm products will be out this year, next volume production.
TSMC and Samsung into the 7nm dispute this year, however, MediaTek main product this year is the 12nm process, TSMC is not the first wave of 7nm customer base.
For its own 7nm chip schedule, Cai Lihang had the year-end press conference at the end of last year, said MediaTek has three 7nm products in the design, product applications are not limited to mobile phones, will not be absent in the advanced process, he believes 7nm Valuable, will be actively used.
3, MediaTek CFO Gu Dawei will serve as the top exchange technology supervisors;
Set micro-grid news, January 31, MediaTek Announcement Company CFO Gu Dawei will serve as Shenzhen Top Technology Co., Ltd. Supervisors.
Set micro-micro-reporter inquiries Top Technology executives, in addition to being a supervisor of Gu Dawei, the current MediaTek home entertainment products group general manager Tourist Jie is the top technology director for a term from August 31, 2015 to 2018 August 30,.
On 22 November 2017, according to the disclosure of Top Technology, the shareholders of the Company, Huifa International and Huixin Investment, will transfer a total of 30.2 million shares of the Company to the National Integrated Circuit Industry Investment Fund ('Grand Fund'), accounting for The company's total share capital of 6.65%, the transfer price of 93.69 yuan / share, a total of about 2.829 billion yuan.
MediaTek is a 100% owned subsidiary of MediaTek, MediaTek announcement on November 22, has disposed of 5% of the shares held by the Exchange, the transaction volume of 22,712,917 units, the unit price of 93.69 yuan, the total amount of approximately RMB 21.3 billion yuan.
After the completion of this transaction, MediaTek, through its subsidiary, remittances and holds a shareholding proportion of approximately 15.91% in Hong Kong.