IC Design Leading MediaTek (2454) actively attacked the TV market, the market spread, the next phase of the target to lock the Korean factory LG, have the opportunity to grab next year's TV chip orders, add momentum for performance growth.
The TV chip supply chain stated that MediaTek was also one of the TV chip suppliers of Samsung in South Korea many years ago. It was later replaced by KY Morning Star (3697); if MediaTek can successfully enter this year, it will have the opportunity to supply with Broadcom, Morningstar, etc. Business.
MediaTek declined to comment on the single customer situation yesterday, but its view on September's performance outlook remains unchanged. This month will be influenced by the client's early pull in August, monthly revenue slightly decreased from the previous month, the overall third quarter results Will fall within the estimated value.
The TV chip supply chain pointed out that MediaTek’s main brand TV customers are Sony Corporation (SONY), Ruixuan (2489), etc., as well as Genesis, Hisense and other home appliance brand factories in mainland China, as well as Japanese plant Sharp and Europe. Philips and so on.
Among them, TVs that are manufactured by TPV are approximately up to 80%. They use MediaTek's TV chip solutions and still have advantages in the DTV market. MediaTek surged 17 yuan yesterday and closed at 326.5 yuan.
In addition to sticking to the mobile phone chip market this year, MediaTek’s attitude towards TV chips has also become more positive. As the market has spread out, MediaTek intends to return to the Korean TV brand factory market, and has already made the LG, which is already a mobile phone chip customer, a key target. Received design certification, hoping to grab next year's orders.
The TV chip supply chain pointed out that October will be the starting time for shooting orders for TV orders in the next year. By then, whether MediaTek can successfully win LG orders will be announced and the fastest delivery will be next year.
The TV chip supply chain stated that MediaTek was also one of the TV chip suppliers of Samsung in South Korea many years ago. It was later replaced by KY Morning Star (3697); if MediaTek can successfully enter this year, it will have the opportunity to supply with Broadcom, Morningstar, etc. Business.
MediaTek declined to comment on the single customer situation yesterday, but its view on September's performance outlook remains unchanged. This month will be influenced by the client's early pull in August, monthly revenue slightly decreased from the previous month, the overall third quarter results Will fall within the estimated value.
The TV chip supply chain pointed out that MediaTek’s main brand TV customers are Sony Corporation (SONY), Ruixuan (2489), etc., as well as Genesis, Hisense and other home appliance brand factories in mainland China, as well as Japanese plant Sharp and Europe. Philips and so on.
Among them, TVs that are manufactured by TPV are approximately up to 80%. They use MediaTek's TV chip solutions and still have advantages in the DTV market. MediaTek surged 17 yuan yesterday and closed at 326.5 yuan.
In addition to sticking to the mobile phone chip market this year, MediaTek’s attitude towards TV chips has also become more positive. As the market has spread out, MediaTek intends to return to the Korean TV brand factory market, and has already made the LG, which is already a mobile phone chip customer, a key target. Received design certification, hoping to grab next year's orders.
The TV chip supply chain pointed out that October will be the starting time for shooting orders for TV orders in the next year. By then, whether MediaTek can successfully win LG orders will be announced and the fastest delivery will be next year.
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