Although it is hoped that MediaTek will continue its smooth return to glory in 2018, the company's revenue in January alone amounted to NT $ 16,835 million, a record low for a single month in nearly two years. In February, its performance will certainly be due to Working days and then go down again, ironclad new record low, the face of the global smart phone market in 2018 need to weaken the pressure of the environment, coupled with the first quarter of the mainland smart phone industry chain is still continuing to inventory movements, MediaTek The lackluster quarterly revenue and profit figures seem to suggest that the company is going to regain its glory in 2018 and is almost an inspirational story for another towering high rise. However, in the post-mobile generation, MediaTek has always been Powerful multimedia technology competitiveness, with the strength of artificial intelligence (AI) with increasing technical strength, the company can occupy the new generation of business opportunities in 5G, artificial intelligence, Internet of Things, smart home, automotive electronics, cloud services, big data Of the strategic location, but rather than the company in the past each major battle to come higher.To MediaTek fourth quarter gross margin has returned to 37.4%, and the company's new smart phone chip product line has resumed its steady Market share of the results of the ball, MediaTek executives set by the end of 2016, the first stop-and-go counter-attack strategy is generally successful, especially from the second half of 2017 the global smartphone market demand is almost all the way to show a busy season, plus On the other hand, the sales of Apple's new series of iPhones also went up and down. MediaTek had decided to temporarily suspend the short-pain strategy of the Helio X-series high-end smart phone chip solution. In fact, it just escaped the terminal handset market Demand is obviously weaker reactionary impact, did not let the high amount of investment costs completely diverted, and even more for the company and the customer ecosystem but more to gain some time and space to study the formal entry into the global handset market maturity, Faced with the pressure of weaker demand elasticity, what kind of strategy should be changed to win the industry and the market? However, while MediaTek escaped the high-end smart phone chip product line and the demand for the global smart phone market declined from its peak Second robbery, but this is only temporarily partial security situation, or need MediaTek find another way to go out of the woods creative innovation, and AI new generation of kill Hands-on applications and the company's growing product lineup, such as the Internet of Things, automotive electronics, and smart voice devices, seem to be the key to MediaTek's stagnant growth in the global smartphone market. Therefore, although MediaTek Q1 revenue will be 12% to 20% quarter-on-quarter to NT 48.3 to 53.2 billion only, the company's gross profit margin will have the chance to increase by up to 1% against contrarian, indicating that the product competitiveness continues The improvement of the status quo seems to imply that MediaTek will be the leader in breaking the pessimistic atmosphere of the market, and this is exactly what the new chief executive officer, Tsai Li-line, forewarned in the first half of 2018, the biggest difference between the two seasons will be very clear.For MediaTek, In the company's base revenue and gross margin benchmark has actually been the first squat for a year and a half, although in January 2018 revenue was hit a 23-month low, I am afraid in February will be even lower, but the company After all, the integrity and competitiveness of MediaTek's next-generation smartphones, smart voice devices, Internet of Things, TV and automotive electronics lines are almost as good as two years ago Is worlds apart .Moreover, the global Internet oligopoly and consumer electronics makers are also constantly increasing the company's chip product line competitiveness, obviously stand behind MediaTek, Cai Li Xing optimistic about MediaTek 2018 operation will be getting better and better expectations, In fact, there is something behind this, and the first engine of the best rebound, may be the end of February MWC show a new generation of Heli P series smart phone chip solutions, better chip cost-effective and product positioning will be It is the key to stabilize the company and even start counterattacking the global market share of smart phone chips.
