Although MediaTek's (2454) chairman, Tsai Ming-Kai recently had conservative views on revenue growth rate for the third quarter , but foreign investment report issued optimistic MediaTek still expected the third quarter of double-digit growth, driven by today's share price compared to the market defensive, rose about 1% or less.MediaTek announced second-quarter revenue outlook is beyond high standard, reached 33.274 billion yuan, 38.7% QoQ. However, MediaTek base period is too high in the second quarter, the chairman Tsai Ming-Kai bearish fear of the third quarter growth rate than in the past, about 5% quarterly growth, coupled with rumors that Spreadtrum acquired by Tsinghua Holdings, its background color with official Spreadtrum will benefit cuts and other backup and 4G WCDMA, couplet MediaTek fear a threat, before making MediaTek shares fell after another, once back to test levels approaching 300 yuan to defend.However, foreign investors including Japanese Securities and Deutsche Securities are issued the report that, despite the high base period, but China is still strong demand for smart phones is expected third-quarter shipments of MediaTek "should not so conservative" revenue quarterly growth rates still have a chance to achieve double digits. It should be noted that the high-end brand of smart phones appeared frequently praised situation, favorable market growth in low-cost, while the mainland brands and half white-box handset plant will launch new smart phone chips, almost all using MediaTek chips , while the tablet computer scored Asus, Acer orders, retaking the mainland brand, white card market, outgoing chip has been used millet, the second half performance is expected to scale new heights. |
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Opinion From ＂Semiconductor＂ On MediaTek