MediaTek’s profit declined by 41.7% in the first half of the year, and the mainland mobile phone market shrank mainly

　　In the past two months, the market value of MediaTek (2454) has evaporated by 200 billion yuan. What happened to MediaTek?

Profits declined 41.7% in the first half of the year

MediaTek, which used to be the king of IC design stocks, made a big profit of three shares last year, but its share price has fallen by 38% since the beginning of this year. , What’s more, the Chinese mobile phone market has experienced a fever, resulting in MediaTek’s profit in the first half of the year almost halved compared with the same period last year, a 41.7% drop. This is not only a dilemma for MediaTek, an IC design company, but also reveals that Taiwan’s IC design industry is suffering. the predicament.

MediaTek, which used to be the king of IC design stocks, was chased by Qualcomm in the past and Spreadtrum in the back. It also encountered a fever in the Chinese mobile phone market. As a result, MediaTek’s profit in the first half of the year was almost halved compared with the same period last year, a sharp drop of 41.7%. Since the beginning of this year, the stock price has fallen. 38%, in just two months, the market value has evaporated by 200 billion yuan. Be


MediaTek, which used to be the king of IC design stocks, was chased by Qualcomm in the past and Spreadtrum in the back. It also encountered a fever in the Chinese mobile phone market. As a result, MediaTek’s profit in the first half of the year was almost halved compared with the same period last year, a sharp drop of 41.7%. Since the beginning of this year, the stock price has fallen. 38%, in just two months, the market value has evaporated by 200 billion yuan.

From the perspective of stock prices, the Taiwan stock market index fell 10.7%, but the IC design group fell even more horribly. MediaTek fell as much as 38.06%, Novatek (3034) fell 31.67%, Realtek (2379) fell 43.49%, Jinghao Technology (3006) fell by 40.3%, and Yili (3598) fell by 34.5%. Most of these IC design companies focus on China’s mobile phone market. The growth of China’s mobile phone market has slowed down. The red supply chain is on the rise, and the alarm bell of future prospects is ringing.

China’s mobile phone growth slows down

MediaTek and even Taiwan’s IC design industry have encountered two major difficulties. The first is that the growth of China and the global mobile phone market is slowing down. Last week, China’s Lenovo Group announced that it would lay off 3,200 people, which is the sluggish mobile phone market in China and Brazil, resulting in the first quarter of action. The department lost nearly 300 million US dollars (about 9.6 billion Taiwan dollars), dragging down Lenovo’s net profit by 51%.

In the past two to three years, China’s mobile phone market has played the largest operational growth driver in Taiwan’s IC design industry. According to IDC data, China’s mobile phone shipments in the first quarter of 2015 were 110 million units, of which smartphone shipments were 100 million units. Compared with the same period in 2014, they fell by 3.7% and 2.5% respectively. This is the first time that China’s mobile phone shipments have dropped in six years. The penetration rate of smartphones in China has exceeded 90%, and the market growth rate has slowed down, which means that price competition will be bloodier. Profit margins are increasingly limited.


China’s red supply chain is threatening, and it is the biggest nightmare of Taiwan’s IC design industry. Ye Yixu, chairman of ELAN, predicted, "The red supply chain will have the greatest impact on Taiwan’s IC industry, which is dominated by China’s mobile phone and panel-driven IC markets. , you can see a noticeable impact in as little as three years.”

A few days ago, Tsinghua Unigroup intends to acquire Micron, which has caused a big shock in the global technology industry. Last week, Xu Jinghong, chairman of Tsinghua Holdings, the parent company of Tsinghua Unigroup, said that the group will invest at least 30 billion yuan in research and development of mobile phone chips in the next few years, and has received 10 billion yuan from the government. At the same time, it will also strengthen cooperation with major US technology companies.

Taiwanese IC industry practitioners said that the scary part of the red supply chain is that the opponent is the powerful Chinese government national team. A single company has no ability to resist, and the Taiwan government has nothing to do. The industry can only be self-reliant and seek more happiness.