In the third quarter of 2018, the third quarter, including the apple (Apple) order appears deferred, plus the Android camp after the second season Force push the new machine, also need some time to stimulate the change of the demand, with the global PC and NB market demand is still weak, the third quarter of the TV station is likely to be bad news, has been in the cross-strait semiconductor industry chain. Chip suppliers in Taiwan and other regions also believe that the third quarter customer orders have not been very active so far, and indeed increase the difficulty of the next quarter's performance prediction.

The division announced the first smart health platform last year, and no mobile phone manufacturers announced the chip, but the recent market has come out. The Department is working with Google and India mobile phone manufacturers to import health detection chips into smart phones on the Android Go platform and expect to start production this year.

In May 23, 2018, United Technology announced the launch of a smartphone platform for the mainstream market - MediaTek Helio P22 (P22 P22) for the first time to bring 12NM advanced technology and AI applications to mass - priced phones for the first time. Xi Li P22 will further expand the P technology product portfolio to meet the growing demand for the super middle end market.

The company announced April revenue of 19 billion 15 million yuan (NT, the same), the monthly decrease of 5.45%, and the annual increase of 7.14%. Looking forward to the second quarter, the unit shipments of the smart phone chipset are expected to grow in two figures, and the second quarter revenue is expected to increase by 12~20% in the first quarter. MediaTek 1~4 total revenue of 68 billion 689 million yuan, a 6.99% decrease compared with the same period last year.

In a comprehensive report, although TSI has previously released undynamic information on the high-end mobile phone market, the foreign investment circle is still generally optimistic about the Helio P60 chip delivery kinetic energy, and the continuous growth of the ASIC and the Internet of things. In the second half of the year, it is expected that the joint venture will show a strong upward trend, and the gross profit margin will be 40% in the second half of the year.

Tencent Technology News According to industry sources, MediaTek expects its smart voice device chip shipments this year will grow at least 50% on the basis of 2017 shipments, because it has been important from Amazon, Google, Alibaba and Tencent. The customer has obtained stable orders, which will further consolidate the company's leading position in this type of chip market.

IC design Leading MediaTek Helio P60 chip shipments were better than expected. The March performance was ahead of schedule. The chip entered the peak period of shipments in the second quarter. The number of customer orde...

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