联发科抢攻WiFi 8商机

Group 1 - MediaTek aims to capture a significant share of the WiFi chip market, with a projected market opportunity of $11 billion for WiFi 7 chips, expecting a penetration rate increase from 15% last year to 30% this year [1] - The company plans to launch its next-generation WiFi 8 chip, utilizing a 6nm process, with mass production expected to begin in Q4 of this year, which will further enhance its market position [1] - MediaTek's WiFi 7 chip currently holds over 30% market share, with an estimated demand for 4 billion devices to upgrade, indicating strong growth potential in the WiFi market [1] Group 2 - MediaTek is not affected by the rising prices of DRAM, as the cost increase is absorbed by chip customers, and the company will continue to use DDR4 DRAM with its WiFi chips in the short term [2] - The demand for high-reliability connections is at an unprecedented peak, driven by the rapid growth of AI and low-latency applications [2]