In the first quarter of MediaTek's low demand for semiconductors, shipments of mobile computing platforms decreased, and growth and maturity were still in the off-season. However, single-quarter revenue was 49.65 billion yuan, which is in line with the legal outlook. The mobile computing platform has dropped to 30 to 35%. , Growth and maturity are all increased to 30-35%, benefit from the continued heavy volume of new SP products, gross profit margin rebounded to 38.4%, outside the industry because of no interest, single quarter EPS was 1.68 yuan.
Looking ahead, MediaTek's operations will continue to increase due to new products such as the P60, which will increase the shipment volume of mobile computing platforms. The adoption of a new generation of modem architecture will increase the proportion of handset chips from 30 to 35% in the first quarter to over 50%. , The growth and maturity of new products also continued to increase, with an estimated quarterly revenue of 55.6 to 59.6 billion yuan (12% to 20% in the quarter). Looking ahead this year's operating gross margin, the original forecast is expected to rebound to 36 to 39% in the second half of the year. , But it has reached the touchdown in advance in the first half of the year, and the annual gross profit rate is 35~40%.
The brand-new supplier of GaAs epitaxial wafers (EPI) manufactured by MOCVD technology ranks as one of the top three manufacturers in the world. The new May in Android mobile phone PA after nearly 3 quarters of adjustment, single Monthly revenue was RMB 190 million, which was a monthly increase of 0.4%, a year-on-year decrease of 1%. In the second quarter, due to the high impact of the optical communication product line in the first quarter base period, the operation gradually entered the peak season of traditional PA pulling, and the legal person estimated the second quarter. Revenue will increase by 5% in the quarter.
In the new VCSEL product line, 8 sets of VCSELs have been available for production at the end of May. Due to the need for two-phase certification, VCSEL EPI will be shipped in the fastest quarter of the year. The company's overall observations have a chance to grow by 10 to 15% this year. , VCSEL EPI product line has the opportunity to ship after customer certification, will be the main kinetic energy in the future.