Sufficient foundry support will boost MediaTek's March revenue to a record high, according to market sources.
MediaTek has secured capacity at TSMC's advanced manufacturing processes, and is expected to see market share rise in first-half 2021, and sales also grow further in second-half 2021, the sources said.
At the moment, most non-Taiwan first-tier chip designers worldwide have seen their delivery lead times from foundries extended with many now needing to wait for over 30 weeks to receive their supply, up from 20-30 weeks previously.
Since most Taiwanese IC designers are still able to have lead times under 20 weeks, the sources expect more brand vendors to begin shifting orders to their Taiwanese partners to ensure their supply will not be disrupted.
Thanks to surging 5G chip shipments and clients' robust short-term orders, MediaTek's revenues will grow sharply in March and its will first-quarter revenues are expected to reach NT$96.4-104.1 billion (US$3.34-3.6 billion), up 0-8% sequentially.
MediaTek sees robust 5G chip orders in 1Q21
Photo: Digitimes file photo
Article translated by Joseph Tsai
