Order early and early leave more than one IC design 1Q fear small month

Thanks to the effect of the Chinese Lunar New Year in late January 2012, the Taiwanese IC designers settled their December 2011 revenue performance, showing that they were flat or even slightly smaller than the same year in November, but most Taiwanese IC designs The company has no optimism about short-term performance improvement. Because the visibility of customer orders in the Mainland has obviously affected the situation of food, grain, and grains, coupled with a significant reduction in the number of work days in January and February of 2012, the Taiwan-based wafer suppliers have feared that they will receive revenue in January and February. With only 60% to 70% of the December earnings, the 1Q12 revenue will also be dragged down. This will result in a 5% more transcript than the 4th quarter of 2011.

MediaTek has announced that its December 2011 revenue was NT$7,463 million, not only a 2.19% decrease from November of the same year, and accumulated company revenue for the fourth quarter of 2011 was RMB22,624 million, which was also 22.9 billion to 24.5 billion yuan more than the original fiscal target. The meta goal is low. As MediaTek’s speech system continued to face the outside world until the end of 2011, it also repeatedly insisted that the fourth quarter of fiscal 2011 has no change in financial targets, but after the company’s December settlement revenue figures are not expected to be as expected, the fourth quarter The financial targets are also dragged down. Similar foreign-funded analysts consider the company's operating performance better than the company's speech system. Although not unprecedented, it is very rare for Taiwan’s blue-chip electronics stocks.

As for Rui Qi, Yang Zhi, and the original phase, it is the representative of the Taiwanese IC design company that settles the sales exceeding the standard in December 2011. Ruisuan settled a total of 1.838 billion yuan in revenue in December 2011, which was 9.8% more than in November. The company frankly stated that it was mainly due to it! Prior to the Chinese Lunar New Year, customers actively contributed to the contribution of goods. In the fourth quarter of 2011, the cumulative revenue of the company reached 5.15 billion yuan, a 2.7% increase over the third, which was significantly better than the original expectation of a recession. As for the original phase, the increase in Japanese gaming machine customers pulling goods movements, the fourth quarter of 2011 revenue of 903 million yuan, but also quarterly increase of 11%, better than the original estimate of the level of stability.

And Mediatek's investment in ALi has been the most prominent. After the company had stated in advance that due to November 2011, the European and mainland customers had digital STB chips. D increased, has already raised the first-quarter fiscal fourth-quarter 2011 fiscal target, and the company’s December 2011 revenue was significantly more than 36% growth from November, after reaching 467 million yuan, ALi settled In the fourth quarter of 2011, the revenue was as high as 1.12 billion yuan, which was 19.4% higher than in the third quarter. It represented the first person in Taiwan IC design company.

Compared to the strong rebound of revenues of some niche-type Taiwanese IC designers in December 2011, as a top-tier manufacturer, Lishui and Licensor continued to submit syllabus scores for Satsuki, including Liszou 2011 In December, the revenue was 805 million yuan, a decrease of 2.03% over the month; Licensing announced that the December performance was 2.552 billion yuan