MediaTek is expected to increase shipments by 35% in the second half of the year

MediaTek is eating medium- and low-end smart phones and tablet PCs. It plans to launch two more 4 core chips internally to further increase the market share of smart phone chips. It is estimated that the volume of shipments in the second half of the year can grow by 35~50 over the first half of the year. %; As for Tablet PC chips, the growth rate is expected to increase in the second half of the year as brands and white-book customers place orders.

MediaTek's 1st quarter smart phone chip shipments 35 million sets, of which high-end four-core chip MT6589 accounted for about 1 percent of shipments, general manager Xie Qingjiang before the law said: "The second quarter of smart phone chips Shipping will challenge 4500-50 million units, and MT6589 accounts for more than 20% of shipments.” It is expected to have a positive impact on product unit price and gross profit margin.

Annual shipments maintain 200 million sets

It is understood that MediaTek's MT6589 has been adopted by major mobile phone manufacturers in China. The first smart phone U819 equipped with the MT6589 platform has recently been launched for sale. In Japan, Panasonic plans to push the P51 with the MT6589 in India. , SONY plans to launch in China Xperia series of low-end smart phones S39h, also adopted MT6589, to help MediaTek shipments to enlarge.

In addition to MT6589, MediaTek plans to introduce MT6589T and MT6589M to further expand the market share of smart phones, among which MT6589T locks 1,000 yuan or so, and MT6589M mainly uses smart phones of 100+ yuan, which can increase MediaTek's intelligence. The depth of the mobile phone product line.

Flat panel is favored by Double A Lenovo

In the first half of the year, MediaTek shipments of smart phone chips have reached approximately 8,000 to 85 million units. Xie Qingjiang said that the shipment target for this year will remain unchanged at 200 million units. It is estimated that there will be 11 long holidays and the lunar calendar before the Chinese New Year in the second half of the year. As a result of the stocking effect, MediaTek's overall shipment volume is expected to reach 115-120 million units, which is about 35-50 percent more than in the first half of the year.

In the Tablet PC segment, MediaTek has gained a very high share of the market for Whiteboard Tablet PCs and also won the favor of the Taiwanese brand Double A and China Lenovo. Xie Qingjiang said that due to the better-than-expected demand for tablet PCs, it will be available throughout the year. The shipment target will be raised from 500 to 10 million units to between 10 million and 15 million units. Mass product MT8135 for high-end tablet computers is expected to be produced in the third quarter. Legal person estimates that MediaTek’s tablet PC chip shipments will increase substantially in the second half of the year compared to the first half. The growth rate is expected to be higher than that of smart phone chips.

Q2 tablet accounted for only apples

A market adjustment agency estimated that the global brand tablet shipments in the second quarter was about 34.02 million units, a 6.6% increase in the quarter, among which Lenovo's tablet PC shipments will jump to third in the quarter, behind only Apple and Samsung. (SAMSUNG), as more and more brand factories adopt MediaTek chips at parity models, it will drive MediaTek’s shipment of tablet PCs this quarter to skyrocket. Market share is second only to Apple.