Foreign Investment Is Optimistic About Mediatek Mobile Chip Business, Q2 Shipment Increased By 25% 30%

The latest research report of the Department of foreign funded needles in the Department of Europe, the Department of the Department of the Department of the mobile chip continues to drive the mobile chip business, and the OPPO and vivo's share of shipments continues to grow, and the operation is expected to grow by season.

The foreign capital of the Department of Europe said that the May revenue of the United States Department of the Department of development was 20 billion yuan NNT, 7% from April, and the revenue of April and May reached 67% in second quarter. In other words, as long as June revenue was less than 3% in May, it would be easy for the two quarter revenue to be selected. The main reason for the battle is that the growth of mobile chip shipments is obvious, and the overall shipment growth is 25%~30%.

In the third quarter, the intelligent mobile chip is still the core of the key performance growth of the Federation, and the P60 and P20 are expected to further obtain the OPPO and vivo intelligence market rate in the second half of the year, and the third quarter revenue season is expected to increase by 16%.

The division introduces AI capabilities in its P series smart chip, which can handle scene detection, face recognition, intelligent photo album, power management, and App usage habits. It is believed that the proliferation of AI in the market will continue to promote the next half of the unit and the smartphone chip market in the second half of 2019. Share will also drive the average selling price and profit margin, reiterating its buying rating and target price of NT $520.

In addition, the foreign capital of the European Department is also optimistic about the rich product experience of the Department. Its network processor, WiFi chip and power management IC will also continue to increase the market share in the second half of the year.