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联发科:AI ASIC明年有望创收10亿美元 非旗舰移动平台均价预计不涨
Sou Hu Cai Jing· 2025-07-31 06:22
Core Viewpoint - MediaTek reported an 18.1% year-on-year revenue growth for Q2 2025, indicating a robust development trend and highlighting key business areas such as AI ASIC, mobile platforms, and automotive chips [1] Group 1: AI ASIC Business - AI ASIC is identified as a crucial growth driver for the company, with multiple client projects already secured, expected to contribute significant annual revenue starting in 2026, potentially reaching $1 billion (approximately 71.97 billion RMB) by late 2026 [1] - The first AI ASIC product, set for mass production next year, will utilize the company's proprietary SerDes interconnect IP solution [1] - Early discussions have begun with NVIDIA regarding NVLink IP collaboration, alongside investments in optical packaging technology to strengthen the business's technical foundation [1] Group 2: Mobile Platform - The average selling price (ASP) of the Dimensity 9000 flagship series continues to rise, while the ASP of other non-flagship products is expected to remain stable [1] - A slight decrease in pricing for the Dimensity 8000 series reflects the company's strategic adjustment to market demand [1] Group 3: Automotive Chip Business - The automotive chip segment is projected to experience sequential revenue growth in 2025, with a strong year-on-year percentage increase, marking it as another significant contributor to the company's performance [1]