Q2 Low-end Smart Phones, Automotive Electronics And Internet Of Things Ic Company To Pull Cargo Key

Time series entered the electronics industry "five poor six" traditional off-season, the first season of the upper reaches of the science and technology industry will reveal the weakness of the apple iPhone demand and the uncertainty of the virtual currency receipt. The second quarter performance of the apple group is hard to show, while the virtual currency also falls in the bitcoin, and the related virtual goods are not increased. The coins were flameout with the bitcoin. On the contrary, low and medium smart phones, vehicle electronics and Internet of things have grown steadily, and have gradually become the new highlights of the second quarter.

After the first two quarters of the stock to change, the second quarter of China's smartphone demand recovery, especially the middle and low end of the most powerful, China's top three mobile phone brands HUAWEI, OPPO, vivo have launched new machine to attack the market opportunities. The low cost architecture Helio P23 chip gradually gets back to the market share. It can be seen that the middle and low end models have a strong recovery.

The first half of the first half of the first half of the P60 chip, has been recaptured by OPPO, millet and other important customers, the industry is expected that the 2 quarter of the unit's mobile chip shipments increased, expected to see more than 100 million shipments in the season, and the second quarter gross profit rate will also be expected to rise to more than 37% by season.

Although the current revenue accounts for less than the mobile phone chip, the Department of development has hit a hundred billion yuan in the research and development of the Internet technology, which is the most fruitful in the current IC design group, and establishes a global partnership with Alibaba, Amazon, apple, Google and Microsoft. It develops several chips in smart home, vehicle networking and other applications. The car layout, the first heavy vehicle internal communication, the entertainment system, the millimeter wave radar development smoothly, in 2017 has been developed with the car factory, 2018 will continue to develop new products for the first wave customers, the benefits gradually show.
In addition, the recovery of China's mobile phone demand also led to the rapid delivery of mobile phone chips, including the 2 quarter operation of -KY, Jon, Wei Quan, Sheng Qun and Lingtong.