Mediatek's Post 4g Era: Ai Is Just A Painkiller, 5g Is The Recipe.

Even as early as the end of 2017, the co development division offered the AI (Artificial Intelligence) application, upgraded the AI function, and helped the company's smartphones and tablet computer chips global market rate to stop and pick up, even at one time. However, the main competition was in the major competition. The rivals also urgently put their mobile phone chip platform on AI's clothes, and continue to take the political, price dual edge to compress the recovery trend of the chip market share of the Federation. In the current inter industry, the AI cell phone chip solution is not very different, and AI appears to be a Another Indifference no difference in the instant. After the innovative function, the global mobile phone market demand growth slowed down ceiling pressure, and chips gradually become the Red Sea market worries, once again moved to the table, the only 5G antidote, the fastest will have to wait until 2019 to begin to take. The global mobile chip market spring water seems to be in a mess after being disturbed by the AI, and return to light.

The Department has settled a second - quarter revenue of NT $60 billion 481 million, more than 21% in the first quarter, which is the first successful release of the first AI Helio P60 mobile phone chip solution. However, as the next half of the market in 2018 is unknown, plus apple (Apple) new version of iPhone in 2018 raging, Android brand customers in the short term slightly conservative, the unit's initial estimated operating device chip product line shipments will be only 1~1.1 billion levels, not significantly longer than the second quarter, the single quarter revenue is expected to be in 623~671 billion yuan. The interval increased by 3 to 11% compared with the second quarter, and the gross profit margin was 36.7~39.7%. Such a financial version is of course lower than the original optimistic expectation of the market, but also let the joint development division take the lead in the Helio P60 chip solution of the AI function. After successful and effective expansion of the global market share, the Helio P22 and A22 chip introduced by victory and pursuit have been significantly reduced to the marginal contribution of the company's revenue growth.

Although the AI chip solution is designed with an innovative architecture designed to effectively optimize chip computing efficiency and power saving, it is much larger than the industry of AI, but the AI function or innovation topic is not clearly set off in the end market. The ripple of the demand of the machine, or the AI differentiation benefit that has been expected, becomes the basis of the price competition, which is almost the basis of the price competition. Before the global demand for the mobile phone market in the 5G era, it may be a kind of pure market, the domestic and foreign mobile phone chip suppliers can't have the obvious difference of competitive pressure. There seems to be no better way to think about the sole goal of end market share. Fortunately, growth based product lines, such as the IOT, intelligent voice devices and car electronics, still support a certain revenue growth basis, plus the company's first AI functionality, and the 5G chip solution seems to have not been too much ahead of the leader, and the federation or a better cost to stay up after the 4G era. Days, waiting for the next wave of innovative applications and technology to start again.