MediaTek recently emphasized that the terminal market demand is still healthy, the annual revenue growth rate is estimated to exceed 40%, and the gross profit margin falls between 44% and 46%. MediaTek’s revenue last year was 322.145 billion yuan, and this year’s performance is estimated to increase by 40%. It is estimated that the annual performance will reach 451 billion yuan. The first half of the year’s performance has reached the annual rate of 51.8%.
However, this also means that if MediaTek’s performance this year grows by just 40%, it is possible that the first half of the year’s performance will be better than the second half of the year. If the annual performance increases by 45%, the proportion of the first and second half of the performance will be approximately Each half.
Mobile phone chips require high capital-intensive investment. MediaTek’s R&D expenditure last year was 77.3 billion yuan. This year, it is expected to invest a record high of US$3 billion (about NT$84 billion) in research and development budgets, focusing on artificial intelligence, post-5G development, WiFi 7 and ARM. Multiple fields such as structured data computing will accumulate advantages for the next stage of growth.
MediaTek held a shareholder meeting a few days ago. Chairman Cai Mingjie said that he feels very positive about the overall outlook for today and next year. There seems to be noise in the mobile phone market, but MediaTek's products have a wide range of applications, from mobile phones to other consumer electronic products, with a diversified layout and sales all over the world, even if the consumption power of a certain region is weak, the impact is limited.
MediaTek’s stock price fell by 1 yuan yesterday to close at 919 yuan. Foreign investors and self-employed companies simultaneously bought over, but the investment letter sold 20 consecutively.
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