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The chip is out of stock, and the top three IC design companies in Taiwan take orders until one year later

There is a huge shortage of global chips. Taiwan’s top three IC designers MediaTek, Novatek, and Realtek reported that they are being chased by customers. In order to meet customer needs, the three major factories simultaneously broke the convention and are now cooperating with the foundry. The production orders for the first quarter of next year not only highlight the strong market demand at the stage, but also revealed that the orders from the three major factories have seen the first quarter of next year all the way.

The relevant IC design vendors will not respond to the number of wafer foundry production in the first quarter of next year, just one year after the finalization.

MediaTek is the leader in IC design in Taiwan, China. In the third quarter of last year, it overtook Qualcomm and became the world's largest smartphone chip supplier, with a market share of 31%. Novatek is the second largest IC designer in Taiwan, China, with driver ICs as its main business. Its Touch and Driver Integration IC (TDDI) shipped nearly 730 million units last year. It continues to grow this year, and its market share is expected to increase. Four percent. Realtek takes network chips as its largest business and is the third largest IC designer in Taiwan, China. Its market share of WiFi chips in the tablet market in Mainland China exceeds 60%.

The industry pointed out that MediaTek, Novatek, and Realtek respectively have a place in the three major areas of mobile phone, panel-related, and network communications. The three major factories have placed orders in advance and are "appointed" for production capacity after one year, highlighting mobile phone, panel, and network communications. Terminal applications in major electronics industries such as Netcom have strong momentum.

The supply chain revealed that since last year, MediaTek, Novatek, and Realtek have had strong shipment momentum. The past quarterly talks with wafer fabs about the volume of wafers have changed due to strong customer demand. Recently, they began to discuss with UMC for the first quarter of next year. The foundry orders are mainly due to the serious shortage of 0.11 micron production capacity for 8 inches, including driver ICs, power management ICs, etc., not only to discuss with UMC on how to increase production capacity, but also to cover the production capacity in the first quarter of next year.

MediaTek, Novatek, and Realtek are all optimistic about the market outlook. MediaTek Chairman Cai Lixing previously stated that even if the New Taiwan dollar continues to appreciate, this year will still be a year of strong growth in MediaTek’s revenue, and products in various fields will be better than the market. Achievement. While actively expanding the market and increasing market share, this year's gross profit margin can be maintained at 43% to 44%, and the amount of operating net profit and operating net profit margin are expected to grow strongly.