The industry leaders have released estimates that are not optimistic about the second half of the year. The IC design industry will soon pay off its second-quarter off-season operating results, and will be cautiously optimistic about the coming third quarter. It is expected that the basic demand will boost the peak season. Still exist.
Leading share in IC design MediaTek (2454) recently released smart phones and television orders to benefit more, incentivize stock prices to return more than 300 yuan mark, legal person estimates, MediaTek third season or there will be peak season effect, performance is expected to be better than The second quarter improved.
Under China's policy of suppressing Shanzhai handsets, coupled with market competition, the market share of MediaTek’s main products, 2G mobile phones, has declined. Profits have also decreased. Since this year, legal corporate bearish voices have continued, causing the stock price to fall below 300 yuan.
Cai Mingjie, chairman of MediaTek, believes that the semiconductor industry will hardly see strong growth in the second half of this year compared with the traditional peak season in previous years, but there will still be basic demand in the third quarter.
Although tablet PC sales are hot and the general computer market space such as notebooks are squeezed, foreign-funded legal persons are not optimistic about the operating performance of IC design companies around the PC in the third quarter. However, the IC design is cautious to watch the follow-up market conditions.
The second quarter was a light season for Lianyang (3014), but it was warmer than in the first quarter. It is expected that the traditional peak season will come in the third quarter. The legal person estimates that Lianyang has shipped touch ICs and other products. Driven by growth, revenue will have the opportunity to grow double-digitly in the second quarter.
Tablet PC sales hot, squeeze notebook and other general computer market space, foreign-funded legal person PC peripheral IC design company operating performance is not optimistic about the third quarter.
Lai Junhao, general manager of Creativity (3443) also pointed out that in the second half of the year, with the arrival of demand in the peak season, the demand for TVs, mobile phones, and tablet computers will increase. The company’s orders will be smooth, and the third quarter will be better than the second quarter. It will continue to grow and rise upward quarter by quarter.
Li Zhi (6286) deputy general manager Zhang Guocheng stated that the demand in the terminal market is not strong, and the client is cautiously conservative after the daily shock due to the increase in inventory levels. It is expected that the market will not expect the peak season effect in the third quarter of this year, but he looks The third quarter is still the peak season, but it is only a question of how much growth.
Lei Ling (3534) has strong growth momentum in the second quarter. The double-digit growth target in the second quarter will be achieved. The gross profit margin will also be adjusted due to the product shipment mix, which is expected to increase compared with the previous quarter. The third quarter is expected to continue Growth; Ruiqi (2379) performed well in the second quarter. It is estimated that the third quarter is still the peak season, but the growth rate is not as good as in previous years.
Leading share in IC design MediaTek (2454) recently released smart phones and television orders to benefit more, incentivize stock prices to return more than 300 yuan mark, legal person estimates, MediaTek third season or there will be peak season effect, performance is expected to be better than The second quarter improved.
Under China's policy of suppressing Shanzhai handsets, coupled with market competition, the market share of MediaTek’s main products, 2G mobile phones, has declined. Profits have also decreased. Since this year, legal corporate bearish voices have continued, causing the stock price to fall below 300 yuan.
Cai Mingjie, chairman of MediaTek, believes that the semiconductor industry will hardly see strong growth in the second half of this year compared with the traditional peak season in previous years, but there will still be basic demand in the third quarter.
Although tablet PC sales are hot and the general computer market space such as notebooks are squeezed, foreign-funded legal persons are not optimistic about the operating performance of IC design companies around the PC in the third quarter. However, the IC design is cautious to watch the follow-up market conditions.
The second quarter was a light season for Lianyang (3014), but it was warmer than in the first quarter. It is expected that the traditional peak season will come in the third quarter. The legal person estimates that Lianyang has shipped touch ICs and other products. Driven by growth, revenue will have the opportunity to grow double-digitly in the second quarter.
Tablet PC sales hot, squeeze notebook and other general computer market space, foreign-funded legal person PC peripheral IC design company operating performance is not optimistic about the third quarter.
Lai Junhao, general manager of Creativity (3443) also pointed out that in the second half of the year, with the arrival of demand in the peak season, the demand for TVs, mobile phones, and tablet computers will increase. The company’s orders will be smooth, and the third quarter will be better than the second quarter. It will continue to grow and rise upward quarter by quarter.
Li Zhi (6286) deputy general manager Zhang Guocheng stated that the demand in the terminal market is not strong, and the client is cautiously conservative after the daily shock due to the increase in inventory levels. It is expected that the market will not expect the peak season effect in the third quarter of this year, but he looks The third quarter is still the peak season, but it is only a question of how much growth.
Lei Ling (3534) has strong growth momentum in the second quarter. The double-digit growth target in the second quarter will be achieved. The gross profit margin will also be adjusted due to the product shipment mix, which is expected to increase compared with the previous quarter. The third quarter is expected to continue Growth; Ruiqi (2379) performed well in the second quarter. It is estimated that the third quarter is still the peak season, but the growth rate is not as good as in previous years.
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