MediaTek Performance degli utili passati
Criteri Il passato verificati 3/6
MediaTek ha registrato una crescita degli utili a un tasso medio annuo di 1.6%, mentre il settore Semiconductor ha registrato utili in diminuzione a un tasso medio annuo di 5.2%. I ricavi sono stati in crescita a un tasso medio annuo di 5%. Il ritorno sul capitale proprio di MediaTek è 25.3% e ha margini netti di 16.9%.
Informazioni chiave
1.57%
Tasso di crescita degli utili
1.36%
Tasso di crescita dell'EPS
| Semiconductor Crescita del settore | 19.89% |
| Tasso di crescita dei ricavi | 4.99% |
| Rendimento del capitale proprio | 25.34% |
| Margine netto | 16.92% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • Jun 18
2454: AI Partnerships Support PCs And Devices But Hype Will Eventually Ease
Analysts have kept their fair value estimate for MediaTek steady at NT$4,130.70 while adjusting underlying assumptions such as a slightly higher discount rate and a marginally different future P/E. This reflects updated views on risk and longer term earnings visibility.Aggiornamento della narrazione • Jun 03
2454: Edge AI And Data Center Hype Will Eventually Disappoint
Analysts have raised their price target for MediaTek from about NT$2,295 to around NT$4,131, citing updated assumptions that include higher forecast revenue growth, a slightly adjusted discount rate, a modestly lower profit margin, and a higher future P/E multiple. What's in the News MediaTek is collaborating with NVIDIA on the RTX Spark processor class for Windows 11 PCs, combining MediaTek SoC and connectivity expertise with NVIDIA's AI platform to target thin laptops and small form factor desktops for agentic AI, content creation, and gaming.Aggiornamento della narrazione • Apr 29
2454: Edge AI And Data Center Hype Will Eventually Disappoint
Analysts have adjusted their fair value estimate for MediaTek from NT$2,085.62 to NT$2,294.74. The revision reflects updated views on revenue growth, profit margin and forward P/E assumptions.Aggiornamento della narrazione • Apr 13
2454: Edge AI And Data Center Solutions Will Drive Future Upside Potential
Analysts have slightly reduced their fair value estimate for MediaTek from NT$2,099.16 to NT$2,085.62, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News MediaTek, Microsoft Research and partners introduced an Active MicroLED Cable design for data centers that targets lower power use, copper-like reliability and extended reach, with a path to 800 Gbps and higher within standard optical form factors (Client Announcements).Aggiornamento della narrazione • Mar 29
2454: Edge AI And Data Center Chips Will Support Future Upside Potential
Analysts have modestly adjusted their fair value estimate for MediaTek to NT$2,099 from NT$2,077, reflecting updated assumptions on revenue growth, profit margins, and future P/E levels. What's in the News MediaTek, Microsoft Research, and partners revealed a next generation Active MicroLED Cable design that targets lower power use, longer reach, and copper like reliability for data center interconnects, using hundreds of low speed MicroLED channels instead of traditional laser links (Key Developments).Aggiornamento della narrazione • Mar 12
2454: Edge AI And Automotive Chips Will Support Future Upside Potential
Analysts have kept their fair value estimate for MediaTek steady at around NT$2,076, while slightly adjusting inputs such as the discount rate and assumed future P/E to reflect updated views on risk and long term earnings potential. What's in the News MediaTek, MiTwell and RGo Robotics introduced a visual real time localization solution for warehouses, logistics and industrial sites, using the Genio 720 edge AI platform to turn forklifts, robots, drones and other machines into perception enabled agents that share data across facilities (Key Developments).Aggiornamento della narrazione • Feb 25
2454: AI And Automotive Chip Advances Will Drive Future Upside Potential
Analysts kept their fair value estimate for MediaTek broadly unchanged at around NT$2,076.95, with only small tweaks to assumptions for discount rate, long term revenue growth, profit margin, and future P/E informing a largely steady view on the company. What's in the News MediaTek introduced its Dimensity 9500s flagship mobile chipset, built on a 3nm process with an All Big Core CPU architecture, Immortalis-G925 GPU and an NPU tuned for generative AI and multi-modal models.Aggiornamento della narrazione • Feb 10
2454: AI And Automotive Chip Expansion Will Drive Future Upside Potential
Analysts have raised their fair value estimate for MediaTek from $1,674.90 to $2,076.95, reflecting higher assumed revenue growth and a richer future P/E multiple, partly offset by a lower profit margin outlook and a slightly reduced discount rate. What's in the News MediaTek introduced its Dimensity 9500s and Dimensity 8500 chipsets, targeting flagship and premium smartphones with a focus on performance, power efficiency, AI features, imaging, gaming, and wireless connectivity, including a 3nm process and All Big Core CPU designs (Key Developments).Aggiornamento della narrazione • Jan 26
2454: AI And Automotive Partnerships Will Support Balanced Future Return Potential
Analysts have raised their fair value estimate for MediaTek to NT$1,674.90 from NT$1,584.51, citing slightly stronger assumptions around revenue growth, profit margins and future P/E multiples. What's in the News MediaTek introduced its Dimensity 9500s flagship SoC, built on a 3nm process with an All Big Core CPU architecture.
Nuova narrazione • Jan 26
AI And Automotive Catalysts Will Drive A Powerful Multi Year Upswing
Catalysts About MediaTek MediaTek designs and supplies semiconductor solutions for smartphones, edge devices, automotive systems and data center customers. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Jan 10
2454: Automotive And AI Partnerships Will Drive Future Upside Potential
Analysts have nudged their price target on MediaTek higher to reflect modestly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E, which together suggest a slightly different balance of risk and return than before. What's in the News MediaTek is working with DENSO on a custom automotive SoC for Advanced Driver Assistance Systems and cockpit systems, targeting ISO 26262 ASIL-B/D functional safety, AEC-Q100 qualification, and support for multi sensor fusion across camera, radar, and lidar (Key Developments).Aggiornamento della narrazione • Dec 26
2454: AI Platform Partnerships Will Drive Future Upside Potential
Analysts have slightly increased their price target on MediaTek, citing modest improvements in projected fair value to $1,584.51, along with incremental upgrades to long term growth, profitability, and valuation assumptions. What's in the News Kynetics forms a strategic partnership with MediaTek to deliver customized Android deployments and long term support for Genio platforms, accelerating development and deployment for industrial and consumer applications (Key Developments) MediaTek collaborates with NVIDIA on the GB10 Grace Blackwell Superchip for DGX Spark, a desktop AI supercomputer enabling developers to fine tune and deploy large AI models with up to 1 PFLOP of performance (Key Developments) MediaTek and Airoha unveil a new AI Fiber Gateway platform at Network X 2025, combining Wi Fi 7 and XGS PON to boost network efficiency by over 30 percent and cut recovery times by 40 percent for telecom operators (Key Developments) Valuation Changes The fair value estimate has risen slightly to NT$1,584.51 from NT$1,576.25, reflecting a modest upward revision in intrinsic valuation.Aggiornamento della narrazione • Dec 12
2454: AI Platform Partnerships Will Drive Long-Term Upside Potential
Analysts have nudged their price target for MediaTek higher, lifting fair value by roughly 1 percent to about $1,576, citing slightly stronger long term revenue growth expectations and modestly lower discount rates that together outweigh a small downward tweak to projected profit margins. What's in the News Kynetics formed a strategic partnership with MediaTek to deliver custom Android deployments for Genio platforms, promising faster development cycles, long term support, and enhanced security for industrial and consumer devices (client announcement).Aggiornamento della narrazione • Nov 28
2454: Next-Gen AI Platform Collaboration Will Drive Long-Term Upside Potential
Analysts have raised their price target for MediaTek from $1,547.72 to $1,565.22. They cite expectations of stronger revenue growth and slightly improved profit margins as factors driving future performance.Aggiornamento della narrazione • Nov 14
2454: AI Partnerships And Platform Launches Will Drive Future Opportunity
Analysts have revised their fair value estimate for MediaTek downward, from NT$1,579.95 to NT$1,547.72, because of slight reductions in projected revenue growth and profit margin expectations. What's in the News MediaTek and NVIDIA are collaborating on the GB10 Grace Blackwell Superchip, powering the DGX Spark personal AI supercomputer for desktop developers.Aggiornamento della narrazione • Oct 31
2454: AI Alliances And Next-Gen Connectivity Will Drive Stronger Performance Ahead
Analysts have slightly lowered their price target for MediaTek to $1,579.95 from $1,600.40. This reflects marginal adjustments in growth forecasts and profitability expectations.Aggiornamento della narrazione • Oct 17
Edge AI SoCs And 5G Connectivity Will Transform Markets
Analysts have slightly lowered their price target for MediaTek from $1,620.85 to $1,600.40, citing modest adjustments to revenue growth and profit margin forecasts. What's in the News MediaTek partnered with NVIDIA to co-design the GB10 Grace Blackwell Superchip, which powers NVIDIA DGX Spark, a personal AI supercomputer for developers.Aggiornamento della narrazione • Sep 23
Edge AI SoCs And 5G Connectivity Will Transform Markets
MediaTek’s consensus price target has seen a marginal downward revision to NT$1621, reflecting slightly lower future P/E and revenue growth forecasts. What's in the News MediaTek launched the Dimensity 9500, a flagship mobile platform featuring significant gains in performance, AI capabilities, gaming efficiency, and power management, with integrated support for advanced imaging, adaptive display, and next-generation connectivity technologies; devices using this chip are expected in Q4 2025.Aggiornamento della narrazione • Sep 04
Edge AI SoCs And 5G Connectivity Will Transform Markets
With no major changes in key valuation metrics such as the discount rate and future P/E, MediaTek’s consensus analyst price target remained stable at NT$1645. What's in the News MediaTek forecasts Q3 2025 revenue between TWD 130.1-140 billion, representing a 7% to 13% sequential decline but a year-over-year range from -1% to +6%; in USD, revenue is expected at $4.49-4.83 billion, down 1% to 8% sequentially and up 10% to 18% year-over-year.
Nuova narrazione • Nov 07
Unleashing AI Innovation To Drive Growth In The Mobile, Cloud, And Automotive Sectors
MediaTek's edge AI SoC and strategic alliances enhance its market position, driving potential revenue growth through high-end mobile devices and AI applications.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come MediaTek guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 591,804 | 100,148 | 31,149 | 150,869 |
| 31 Dec 25 | 595,966 | 105,319 | 31,304 | 148,306 |
| 30 Sep 25 | 583,821 | 106,183 | 31,958 | 145,810 |
| 30 Jun 25 | 573,537 | 106,309 | 31,609 | 142,719 |
| 31 Mar 25 | 550,440 | 104,176 | 30,381 | 136,628 |
| 31 Dec 24 | 530,586 | 106,387 | 28,981 | 131,993 |
| 30 Sep 24 | 522,105 | 108,260 | 27,552 | 125,713 |
| 30 Jun 24 | 500,389 | 101,391 | 26,336 | 120,694 |
| 31 Mar 24 | 471,253 | 91,641 | 25,696 | 116,049 |
| 31 Dec 23 | 433,446 | 76,979 | 24,183 | 111,385 |
| 30 Sep 23 | 412,078 | 69,804 | 22,902 | 108,960 |
| 30 Jun 23 | 444,142 | 82,281 | 23,831 | 110,824 |
| 31 Mar 23 | 501,737 | 101,753 | 25,527 | 114,816 |
| 31 Dec 22 | 548,796 | 118,141 | 27,241 | 116,875 |
| 30 Sep 22 | 569,256 | 129,704 | 28,812 | 115,238 |
| 30 Jun 22 | 558,169 | 127,037 | 29,441 | 109,496 |
| 31 Mar 22 | 528,092 | 119,110 | 28,363 | 102,195 |
| 31 Dec 21 | 493,415 | 111,421 | 27,484 | 96,081 |
| 30 Sep 21 | 461,166 | 96,117 | 25,251 | 91,695 |
| 30 Jun 21 | 427,366 | 81,080 | 23,539 | 89,878 |
| 31 Mar 21 | 369,316 | 60,774 | 21,788 | 84,416 |
| 31 Dec 20 | 322,146 | 40,917 | 20,991 | 77,325 |
| 30 Sep 20 | 290,449 | 32,497 | 20,395 | 71,697 |
| 30 Jun 20 | 260,399 | 26,116 | 19,213 | 65,740 |
| 31 Mar 20 | 254,363 | 25,342 | 18,877 | 63,731 |
| 31 Dec 19 | 246,222 | 23,033 | 17,477 | 63,001 |
| 30 Sep 19 | 242,405 | 20,830 | 17,388 | 61,675 |
| 30 Jun 19 | 242,211 | 20,698 | 17,342 | 59,974 |
| 31 Mar 19 | 241,125 | 21,647 | 17,851 | 58,839 |
| 31 Dec 18 | 238,057 | 20,760 | 17,992 | 57,549 |
| 30 Sep 18 | 237,569 | 26,798 | 18,647 | 58,337 |
| 30 Jun 18 | 234,190 | 25,161 | 18,047 | 57,646 |
| 31 Mar 18 | 231,788 | 20,150 | 17,646 | 56,998 |
| 31 Dec 17 | 238,216 | 24,333 | 17,896 | 57,171 |
| 30 Sep 17 | 246,488 | 19,218 | 18,157 | 55,347 |
| 30 Jun 17 | 261,240 | 21,908 | 19,535 | 55,740 |
| 31 Mar 17 | 275,689 | 26,040 | 20,030 | 55,757 |
| 31 Dec 16 | 275,512 | 23,701 | 19,429 | 55,685 |
| 30 Sep 16 | 268,549 | 23,083 | 18,328 | 57,088 |
| 30 Jun 16 | 247,108 | 23,245 | 17,264 | 54,839 |
| 31 Mar 16 | 221,625 | 23,096 | 16,255 | 52,095 |
| 31 Dec 15 | 213,255 | 25,958 | 16,743 | 49,529 |
| 30 Sep 15 | 206,995 | 31,923 | 16,378 | 46,573 |
| 30 Jun 15 | 207,505 | 37,268 | 14,940 | 45,768 |
Guadagni di qualità: 2454 ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di 2454 (16.9%) sono inferiori rispetto allo scorso anno (18.9%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di 2454 sono cresciuti del 1.6% all'anno negli ultimi 5 anni.
Accelerare la crescita: 2454 ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: 2454 ha avuto una crescita negativa degli utili ( -3.9% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Semiconductor ( 3.4% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 25.3% ) di 2454 è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/20 10:35 |
| Prezzo dell'azione a fine giornata | 2026/06/18 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
MediaTek Inc. è coperta da 41 analisti. 23 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| S. H. Lin | Aletheia Analyst Network Limited |
| Stefan Chang | Aletheia Analyst Network Limited |