Under the strong renewal of the 11th National Changchun Holiday in the mainland, Taiwanese IC designers generally made strong performances during the sales in August and September 2011. In line with the third quarter’s NTD’s devaluation, the Taiwan Department of IC It is highly probable that the design report's fiscal third quarter profit margin and double-happiness of profit recovery will be extremely high.
Looking forward to the fourth quarter of 2011, due to the fact that the replenishment effect of China's pre-lunar period was still in force at the end of January 2012, Taiwan-based IC design companies with higher levels of correlation with the mainland market are currently estimating their fourth-quarter earnings performance. Continuation of the jaggedness in August and September, the first in October, the first in November, and the second in December. If you come back to the industry in October, November and December may slow down.
The MediaTek speech system stated that the demand for replenishment before the 11th National Changchun Holiday in 2011 actually showed signs of early arrival in August. After the customer had already prepared a sufficient level of inventory in advance, the emergency single effect in September became Not too obvious, it also dragged down the company's revenue in September and retreated. It fell 4.6% compared with August, leaving only NT$7,926 million.
Although MediaTek is currently reluctant to put forward its opinions on the fourth quarter operational outlook, according to the upstream wafer foundry and downstream closure testing plants, the company's recent pull-in actions are much better than in September, and there are more signs of concentrated firepower in November. According to the report, MediaTek’s single-month revenue peak in 2011 is expected to fall in November.
Observing the trend of MediaTek's stock price, it is quite expected that the fourth quarter of 2011 is not expected to be off-season in the off-season, and even the company's follow-up single month revenue is still peaking ahead of schedule, especially in the company announced September camp! With no increase in income, domestic and foreign corporations have chosen to enter the market at the same time. If Mediatek does not have any predictable bullish effect, the legal circle should not be such a tacit buyer.
The surge in 3G mobile phone replacement in the mainland and emerging countries has already emerged ahead of schedule. = With the early 2012 Chinese Lunar New Year, the pull-in effect will appear in the fourth quarter of 2011, and MediaTek’s fourth quarter revenue, gross profit margin and profitability There is no shortage of opportunities on the floor.
Since Mainland customers are currently thinking about pulling stocks with low inventory, the operating performance of observing Taiwanese IC designers in the second half of 2011 can be seen after three consecutive digests of inventory levels in May, July and July. From the beginning of August and September, Taiwan-based IC design company began to experience a hop-on-jump trend. It was good in August and weakened in September. It was weak in August and stronger in September. The situation that urgent orders are constantly coming up and stopping is expected to continue into the fourth quarter of 2011. The main reason is that even if the inventory level of customers' components is already low, the confidence is obviously insufficient. Unless there is an iron ticket, everyone is extremely Do not want to pull goods.
The iron ticket comes from the mainland domestic market. Under the effect of the 11-day long holiday in mainland China, the pre-construction inventory needs of the Chinese Lunar New Year will occur every year. The downstream customers are determined to implement the pressure of beautifying the financial report before the end of the year. Iron alone, or never pulling the goods under the strategy, the Taiwanese IC design industry, said that the fourth quarter of a certain single month revenue must have a new high, but the difference in the mainland customer restocking tide will be ahead of schedule to appear in November, or will Delayed until the last month of December, and foreseeable replenishment demand will allow Taiwan IC design company's fourth-quarter revenue decline to be limited. Single-month revenue will continue to appear one high and one low, or one low one. High phenomenon.
Looking forward to the fourth quarter of 2011, due to the fact that the replenishment effect of China's pre-lunar period was still in force at the end of January 2012, Taiwan-based IC design companies with higher levels of correlation with the mainland market are currently estimating their fourth-quarter earnings performance. Continuation of the jaggedness in August and September, the first in October, the first in November, and the second in December. If you come back to the industry in October, November and December may slow down.
The MediaTek speech system stated that the demand for replenishment before the 11th National Changchun Holiday in 2011 actually showed signs of early arrival in August. After the customer had already prepared a sufficient level of inventory in advance, the emergency single effect in September became Not too obvious, it also dragged down the company's revenue in September and retreated. It fell 4.6% compared with August, leaving only NT$7,926 million.
Although MediaTek is currently reluctant to put forward its opinions on the fourth quarter operational outlook, according to the upstream wafer foundry and downstream closure testing plants, the company's recent pull-in actions are much better than in September, and there are more signs of concentrated firepower in November. According to the report, MediaTek’s single-month revenue peak in 2011 is expected to fall in November.
Observing the trend of MediaTek's stock price, it is quite expected that the fourth quarter of 2011 is not expected to be off-season in the off-season, and even the company's follow-up single month revenue is still peaking ahead of schedule, especially in the company announced September camp! With no increase in income, domestic and foreign corporations have chosen to enter the market at the same time. If Mediatek does not have any predictable bullish effect, the legal circle should not be such a tacit buyer.
The surge in 3G mobile phone replacement in the mainland and emerging countries has already emerged ahead of schedule. = With the early 2012 Chinese Lunar New Year, the pull-in effect will appear in the fourth quarter of 2011, and MediaTek’s fourth quarter revenue, gross profit margin and profitability There is no shortage of opportunities on the floor.
Since Mainland customers are currently thinking about pulling stocks with low inventory, the operating performance of observing Taiwanese IC designers in the second half of 2011 can be seen after three consecutive digests of inventory levels in May, July and July. From the beginning of August and September, Taiwan-based IC design company began to experience a hop-on-jump trend. It was good in August and weakened in September. It was weak in August and stronger in September. The situation that urgent orders are constantly coming up and stopping is expected to continue into the fourth quarter of 2011. The main reason is that even if the inventory level of customers' components is already low, the confidence is obviously insufficient. Unless there is an iron ticket, everyone is extremely Do not want to pull goods.
The iron ticket comes from the mainland domestic market. Under the effect of the 11-day long holiday in mainland China, the pre-construction inventory needs of the Chinese Lunar New Year will occur every year. The downstream customers are determined to implement the pressure of beautifying the financial report before the end of the year. Iron alone, or never pulling the goods under the strategy, the Taiwanese IC design industry, said that the fourth quarter of a certain single month revenue must have a new high, but the difference in the mainland customer restocking tide will be ahead of schedule to appear in November, or will Delayed until the last month of December, and foreseeable replenishment demand will allow Taiwan IC design company's fourth-quarter revenue decline to be limited. Single-month revenue will continue to appear one high and one low, or one low one. High phenomenon.
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