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published in(发表于) 2016/6/1 8:12:05
Strong demand in China and India: mediatek smiling in the second quarter, “eating meat“

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Strong demand in China and India: mediatek smiling in the second quarter, "eating meat"-mediatek chip-IT information

On May 31, according to foreign media reports, from China and India rising market demand for mobile chips, mediatek will reach its second-quarter revenue growth expected to top of the range 24% to 32%.

This Taiwan company is the United States one of Qualcomm's biggest rivals, mediatek, its Chief Financial Officer CFO, Mr Ku at the Taipei International computer exhibition (Computex) said in an interview, because of surprisingly strong demand from developing countries, mediatek 4G chip demand.

Mr Ku said that such a situation will make the chips achieve its second-quarter revenues rose previously expected limit. This means mediatek's second-quarter revenue growth in the first quarter will be better than analysts had forecast average growth of 26% made. Mediatek reported its first-quarter revenue was NT $ 55.9 billion yuan (1.7 billion dollars).

"The most likely is that we will achieve the desired upper limit. "Mr Ku said," but because of competitive reasons, we will not achieve a better gross margins. ”

In the Smartphone and tablet computer processor market, mediatek, Qualcomm was competitors. Because the Oppo and Vivo and other Chinese brands in developing markets in Asian developing countries, smart-phone and tablet computer processor market is showing growth. Industry research by Bloomberg (Bloomberg Intelligence) analyst anande·siliniwasang (Anand Srinivasan) said that even if the market is slowing in China, wireless carriers may also sell carry cheap mobile phones in mediatek chip in order to attract new users.

Mediatek profit margins in competition with high-pass is damaged. Over the long term in order to improve performance, want to chip mediatek up to Apple standards acceptable to the leading brands. In this regard, Qualcomm declined to comment.

Executive Vice President of mediatek jiefurui·ju (Jeffrey Ju) said, "if we are correct, we will catch up with Apple. This not only refers to the processor, and other accessories. To achieve this goal, it will take 2-3. "" I think, not anybody to become Apple's chip suppliers, "he said," they are big enough, they needed to have a pretty capable to deliver Apple's team, and they have the money to support this team. ”


中印市场需求强劲:联发科第二季度笑着“吃肉” - 联发科,芯片 - IT资讯

5月31日消息,据国外媒体报道,由于来自中国和印度市场对移动芯片需求的高涨,联发科第二季度营收增长将达到其24%至32%预期区间的上限。

这家台湾公司是美国高通公司最大竞争对手之一,其首席财务官联发科CFO顾大为在台北国际电脑展(Computex)接受采访时表示,由于来自发展中国家令人吃惊的强劲需求,联发科的4G芯片供不应求。

顾大为称,这样的情况将使得联发科第二季度营收实现其先前环比增长预期的上限。这意味着联发科第二季度营收较第一季度增长幅度,将好于分析师此前所作出的26%的平均增长预期。联发科财报显示,其第一季度营收为559亿元新台币(17亿美元)。

“最有可能的是,我们将会实现预期的中上限。”顾大为表示,“不过由于竞争原因,我们不会实现较好的毛利率。”

在智能手机和平板电脑处理器市场,联发科和高通是竞争对手。由于Oppo和Vivo等中国品牌在进军正在发展的亚洲发展中国家市场,智能手机和平板电脑处理器市场正呈现增长态势。彭博行业研究(Bloomberg Intelligence)的行业分析师阿南德·斯里尼瓦桑(Anand Srinivasan)表示,即使在中国这样的正在放慢的市场,无线运营商可能也正在推销搭载联发科芯片的低价手机以吸引新用户。

联发科利润率在与高通的竞争中正在遭受损害。从长远来说为了提高业绩,联发科希望让其芯片达到苹果这样领导品牌能够接受的标准。对此,高通拒绝发表评论。

联发科执行副总裁杰夫瑞·居(Jeffrey Ju)表示,“如果我们的技术正确,我们将追上苹果。这不仅指的是处理器,还有其它配件。实现这一目标,将花费二至三年。”“我认为,不是任何人能够成为苹果的芯片供应商,”他还称,“他们规模足够大,他们有一个相当能干的能够交付苹果所需的团队,同时他们拥有能够支撑这一团队的大量资金。”






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