According to Taiwan media reports, the market in mainland China has resumed work, and the industry has followed suit. As the three major operators publish the "5G News White Paper" and strive for large-scale 5G commercial transfers, there will be a wave of replacements, and MediaTek will of course become an inevitable beneficiary.

Taiwan media pointed out that mainland China officially urged 5G to be on the road. Recently, China Mobile, China Unicom and China Telecom jointly released the "5G News White Paper". Under this premise, the wave of 5G replacements can be expected. At the same time, under this trend, MediaTek Will become the inevitable beneficiary.

At present, MediaTek has launched Tianji 1000 and Tianji 800 in 5G SoC, and it has also been adopted by many smartphone manufacturers in mainland China. In addition, MediaTek also announced that the new Tianji series will be launched in the second half of the year. The market speculates that the new product should be Tianji 600, mainly to break into the mid-range 5G smartphones, so that the penetration rate of 5G smartphones will open faster. . The gross profit margin of MediaTek 5G products is better than the average product, and industry insiders are also optimistic that the gross profit margin of MediaTek 5G products can reach 50% to 55%, which will make a substantial contribution to the profit of MediaTek.

Looking forward to the second quarter, Taiwan media believes that with the resumption of mainland China, the recovery of terminal smartphones will help MediaTek's performance growth, but the overall market acceptance of 5G smartphones and competition with Qualcomm will become potential Uncertainties.