@MediaTek David Ku on the inventory situation to ease as early as start of Q2. Already seeing some encouraging "sell-out" signs.
We believe the inventory situation will last through mid- to late Q2 23 (early June). All eyes on China.
#CPInsights$MDTKF#semiconductors#chipsets
Pandemic has propelled @MediaTek smartphone biz to be the key contributor to the overall top & bottom lines.
Smartphones segment revenues run-rate has gone from:
Pre-Pandemic: $3B/yr
Post-Pandemic: $10B/yr
#CPInsights$MDTKF#semiconductors#chipsets
@MediaTek also had a tough quarter similar to other semi peers.
💰Revenues: $3.45Bn (-25% Y/Y)
💰Gross income: $1.67Bn (-27% Y/Y) @ 48%
💰Operating Income : $0.6Bn (-46% Y/Y) @ 17%
The earnings back to pre-pandemic level!
#CPInsights$MDTKF#semiconductors#chipsets#5G
@Qualcomm R&D as a % of its Licensing business (QTL) has consistently been >100%.
Showcases, importance of monetizing the IP to continue to fuel the innovation, scale and diversification initiatives.
#CPInsights$QCOM#semiconductors#chipsets#5G
Since $QCOM - QCT (chipsets) biz now reports RFFE revenues folded into respective segments - gives more clear splits of chip revenues for $QCOM per segment.
🌟Auto IoT now consistently more than 25% of the total revenues.
#CPInsights$QCOM#semiconductors#chipsets#5G
Apart from closing the @Veoneer acquisition, @Qualcomm also spent $792 million in FY22 to acquire eight other businesses to strengthen QCT business.
Some of the key ones include:
🛒@cellwize (5G Infra Open RAN)
🛒@AugmentedPixels (XR)
🛒Clay Air Inc (XR)
and more..
I gave an interview for @radicalvcfund newsletter about Ukrainian AI - strong community, which works now under the bombs and creates high-tech AI startups regardless whatever.
I have featured
@ucu_apps, @ELEKSSoftware,
recently acquired
@AugmentedPixels@AposteraGmbH & others
Потужний початок року для нашої венчурної команди - компанію @AugmentedPixels з портфоліо ICU Ventures придбав американський технологічний гігант @Qualcomm!
Детально про угоду: bit.ly/3fuA6lh
Thank you so much for joining us, @vactivity, CEO of
@AugmentedPixels. It was a great session!
Don't forget to check Augmented Pixels!
Augmented Pixels: lnkd.in/erTYdehE
Vitaliy's Linkedin: lnkd.in/eKe65ye7
Upcoming events in a thread.