According to overseas media reports, Taiwan’s IC design greet the season in the third quarter, gradually covering inventory downstream customers, MediaTek counterattack horn blowing performance driven, comprising: Realtek, silicon Cenda, Bright, Li product, Sheng Branch, etc. 3rd quarter results monthly rise, the opportunity to challenge the new record high.

From rival Qualcomm optimistic about the third quarter outlook, you can see the results of this season MediaTek go Yang is not difficult, Qualcomm estimated quarter revenue between 5.4 to 6.2 billion US dollars, higher than analysts expected figures, MSM chipset shipments will be between 195 million to 215 million group, annual growth rate of between 4.0% to 6%.

MediaTek chairman Tsai Ming-Kai previously they predict the third quarter in good shape, the mainland and the emerging markets in the smart phone development speed up the pace, 2G, 3G into the 4G than expected to fast, the third quarter continued the previous quarter boom, shipping momentum continues to grow . The corporation estimates, the three major telecom operators in the mobile phone, driven by continued subsidization, Andriod mobile platform customers continued to build inventories, MediaTek Q3 revenue will continue to set new monthly high, and the opportunity to rebound this quarter gross margin .

Netcom Realtek chip maker into the traditional peak season, switching applications replace 802.11n WLAN 802.11ac shipments warming, increase market share month by month, and after the acquisition of Avago Broadcom exit consumer WLAN, Ethernet chip market, Realtek into a single chip manufacturers, substitute effect gradually reaction, new orders in the third quarter began volume shipments.

Also benefit from 802.11n 802.11ac substitution effect, RF IC stand volume in the third quarter WiFi RF components ship sustained heavy volume this season monthly revenue record June sales will remain high trend, the second half of the monthly performance go Yang. Since the multi-band multi-mode mobile phones towards development, RF radio frequency front-end components used in an amount more than 2.5 to 3 times the penetration increased from 35% last year to 50% this year, only the previously established plot 11ac 2.4G and low power 5G PA, expected third quarter 11ac began shipping high power 5G PA.

Analog IC silicon Cenda the third quarter into the industrial shipping season, monthly sales continued in June highs boom, SSD steady growth is expected to received the Japanese and the US Department of SSD customer orders, in addition, China cut before five smart TV and Korea of ​​the customer, shipment growth is expected in the second half. Plus the acquisition of Maxim and NXP sector into the fermentation efficiency, legal expected this year and the acquisition of profitable sector revenue is expected to grow 13-14%, 3-4%.

China’s three major telecom operators continued to subsidize smartphones, Bright led the third quarter of the mobile phone chip fast charge continued strong demand for mobile phone IC were maintained annual growth rate of more than 30% annual growth, accounting for the proportion of products from 2 years ago 15% to 25% in the first quarter of this year, corporate forecast to benefit from the booming mobile phone fast charge IC shipments, quarter by quarter revenue of 5-10 percent.

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