Core Insights - MediaTek reported a year-on-year revenue growth of 18.1% for Q2 2025 [1] - The company highlighted AI ASIC as a key growth driver, with expected annual revenue of $1 billion starting in late 2026 [3] Group 1: AI ASIC Developments - MediaTek has secured multiple customer projects for AI ASIC, which is anticipated to contribute significantly to revenue [3] - The first product utilizing MediaTek's proprietary SerDes interconnect IP solution is set to enter mass production next year [3] - Early discussions regarding NVLink IP collaboration with NVIDIA are underway, alongside investments in CPO co-packaged optics technology [3] Group 2: Mobile Platform Insights - The average selling price (ASP) of MediaTek's Dimensity 9000 flagship series continues to rise, while ASP for other products is expected to remain stable [3] - A slight decrease in pricing is anticipated for the Dimensity 8000 series [3] Group 3: Automotive Chip Revenue - MediaTek's automotive chip business is projected to see sequential revenue growth in 2025, with a strong year-on-year percentage increase [3]
联发科：AI ASIC 明年有望收入 10 亿美元，料非旗舰 AP 不会涨价
Sou Hu Cai Jing·2025-07-31 02:01