IC design out of the bottom of the 2nd quarter or see strong growth

The IC design leader MediaTek (2454) estimates that the 1th quarter of this year is the industrial boom, bullish on the 2nd quarter visible momentum of growth. At present, most IC design plant also homology reaction, including F-Morningstar (3697), accumulation (3527), the original phase (3227), Silicon Chong (8016), Xu Yao (3545), Rui Yu (3697), Holtek (6202), Zhiyuan (3035) and many IC design plants agree that the 2nd quarter results are expected to be better than the 1th quarter.

MediaTek is aggressively launching new chips in the 1th quarter of this year, with the first-quarter shipments challenging between 8 million and 13 million, but with weaker demand for functional handsets and price pressures, as MediaTek forecasts 10% to 15% of its combined revenues in the 1th quarter of this year. But as the industry has bottomed out, the corporate estimate is that MediaTek's 2nd quarter combined revenue shows a 2-digit quarterly growth rate.

F Morningstar in the 1th quarter by the TV off-season demand cooling effect, estimated the first quarter of the combined revenue will be reduced by 8% to 13%, panel-driven IC factory Lian Yong (3034), Silicon Chong (8016), Xu Yao (3545) Initial estimate of the 1th quarter combined revenue of about 2-digit quarterly reduction rate.

With the demand back to the television market, the legal person of the F-Morningstar, Lian Yong in the 2nd quarter of this year combined revenue can be more than 1th quarter growth 2 digits. Asahi Benefits Smart Mobile Phone Panel driver IC new products benefit, silicon to benefit from the touch control chip, optical sensors and other new products, such as amplification drive, legal person bullish on the 2 small and medium-sized panel driver IC Factory 2nd quarter revenue Tizan Rate Challenge 20%.

The original phase (3227) due to the weakness of game consoles and mouse market demand, the 1th quarter revenue fear will reduce the quarter 30%. With the peripheral, mobile phone market demand back to warm, the 2nd quarter is expected to resume growth momentum.

LED drive IC factory accumulated into the 2nd quarter, the beneficiary led market demand back to the temperature, LED display and lighting orders back to the temperature, and the Olympic outdoor Kanban related orders into the peak, the legal personality accumulation in the 2nd quarter of this year's performance than the 1th quarter growth rate is expected to exceed 10%.