IC design company in the second quarter Q2 shipments: gross profit margin turned over

According to Taiwan media reports, although the foundry capacity is tight, the future price also has a small upward pressure, however, the IC design company in Taiwan area in the second quarter (Q2) shipments for Q1 cheaper than the wafer case, the cost of many old products and reduce the scheme also began to show benefits. Most manufacturers are estimated, Q2 gross margin will be more obvious than that of Q1 goes up, single season increase up to 2 percentage points to 7.

MediaTek (2454), Sunplus (2401) and (2379) and other front-line Realtek design company for example, although Q2 revenue than Q1 only increased slightly, even a slight decline, but in the foundry cost reduction benefits, market forecast MediaTek Q2 average gross margin is to return to the 50% mark as for the opportunity; Sunplus Q2 gross margin is higher than the first quarter of 3 percentage points, to challenge the strength of 30% is expected to return to the 40% level of Realtek.

Although the prospect of Q3 foundry quotation has been canceled most discount measures, so that the previous very cheap foundry price in the market disappeared, however, because this season shipments still by Q2 wafer cost, plus the cost of continuing reduction scheme, the gross margin ratio of new product line performance contribution, will start to rise significantly, a design of Dachang Q3 view of the gross margin is still holding on to the flat view.

In addition to the first tier design companies Q2 gross margin was significantly higher, previously high wafer cost pressure suffocatively come second and small manufacturers, but in Q2 big turn, due to the wafer planes since 2004 Q4 and 2005 Q1, it greatly lowered the price of the foundry, therefore, second-line and small manufacturers have to design Q2 in 2005, was the first to enjoy the benefits of foundry price, gross margin is greatly improved.

In Xun Jie (6243) Peiheng (6291) and (8054) an 3 small design company as an example, because of its performance in the Q2 performance, has to give up close to a record high, or has made history work well, the foundry began to decline the collocation cost benefit, peihen Q2 gross margin than the breath the first quarter increased by more than 8 percentage points; as for the fast and the Jie Anguo has more than 7 and 6 percentage points of growth. The prospect of Q3 contribution proportion in the new product performance, is expected to more than Q2 and then sharply raised, with the foundry cost is still hovering in the low-grade, and this quarter monthly revenue to a record high chance, 3 IC design companies to Q3 average gross margin: partial than positive view, short-term to on the growth trend has not changed.