The Third Quarter Of Tsmc May Not Be Prosperous In The Peak Season, And Mediatek Is Turning Over With The Helio P Series.

In the third quarter of 2018, the third quarter, including the apple (Apple) order appears deferred, plus the Android camp after the second season Force push the new machine, also need some time to stimulate the change of the demand, with the global PC and NB market demand is still weak, the third quarter of the TV station is likely to be bad news, has been in the cross-strait semiconductor industry chain. Chip suppliers in Taiwan and other regions also believe that the third quarter customer orders have not been very active so far, and indeed increase the difficulty of the next quarter's performance prediction. However, compared with most of the global semiconductors' worries about the third quarter industry, AI chip related businesses have no doubt about it. The third quarter results of service providers have been cut off, and the company will also believe that the shipments of smart phone chip products equipped with AI will continue to expand.

Platform design service providers point out that from the global cloud service factory, car electronics industry and consumer electronic brand giant, Qing Yi is all in the self-made AI chip solution, the emerging AI application developers, more insensitive to their own AI chip, the research and development team work schedule within the TVU alliance members It has long been in the middle of the 2019. The 7 nanometer process technology is about to be shipped in the second half of the 2018, and the AI related chip customers have been obviously upgraded to VIP customers. Even after the production of the 7 nanometers of TSI, the proportion of AI chip customer orders will be under the third army, the AI chip business is still hot. The service providers, such as the world core and other platforms, believe that the performance of the second half of the 2018 will continue to go up, especially with the continuous increase in the proportion of 7/10 nanoscale orders, and will also begin to play a certain degree of added value effect to the company's revenue, gross interest rate and profit growth strength.

In addition to the chaos challenge of the third quarter of 2018, members of the TVT League were successful at the end of 2017 with the AI Helio P60 smart phone chip solution, which quickly caught the customer's eye contact section. Although it was in the face of the same industry, the company snatched a new generation of AI smartphones for half a year. Between the Helio P series of smartphone chip solutions and P22, P70, or P80 family members will also join the global mobile chip market AI, the AI series of the AI is still hot and must be carried on AI. The proportion of smart phone chip solutions that can and applications can be shipped from less than 10% to more than 50% in 2019, the Department temporarily draws the leading market leading advantage, and is also the company's largest number in the second half of 2018.

In the third quarter of 2018, the demand for the global PC and NB market is still flat, and the mobile equipment market will wait to wait for the new Apple products. In the customers' confidence in the delivery target of the mature product line, the traditional off-season effect of the 7 of the third quarter is hard to flash this year. However, under the iron law of the global technology industry for a new generation of new people, the IC design company, which has succeeded in connecting with the business opportunities of AI applications, is expected to be obviously superior in the third quarter of 2018.