MediaTek 過去の業績
過去 基準チェック /26
MediaTekの収益は年間平均-0.8%の割合で減少していますが、 Semiconductor業界の収益は年間 減少しています。収益は年間4.5% 4.2%割合で 増加しています。 MediaTekの自己資本利益率は22.5%であり、純利益率は16.3%です。
主要情報
-0.85%
収益成長率
-1.05%
EPS成長率
| Semiconductor 業界の成長 | 19.89% |
| 収益成長率 | 4.21% |
| 株主資本利益率 | 22.54% |
| ネット・マージン | 16.28% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • Aug 13
2454: AI Partnerships For PCs And 5G Will Drive Future Upside
Analysts have lifted their MediaTek price target from about NT$4,967 to around NT$5,553, reflecting updated assumptions for revenue growth, profit margins, and future P/E multiples in their models. What’s in the News for MediaTek MediaTek issued earnings guidance for the third quarter of 2026 with expected revenue between TWD 152.2b and TWD 159.8b at a forecast exchange rate of TWD 32 to US$1, and indicated an expectation to reach the high end of its full year 2026 revenue target range in U.S. dollars.ナラティブ更新 • Jul 30
2454: AI And 5G Partnerships Will Support Devices As Expectations Normalize
Analysts have lifted their price target for MediaTek from about NT$4,642 to around NT$4,967, reflecting updated assumptions for modestly higher revenue growth, a slightly lower discount rate, a small adjustment to profit margin, and a higher future P/E multiple. What’s in the News for MediaTek Ericsson, AT&T, and MediaTek completed what is described as North America’s first in-field trial of Ericsson Low-Latency Mobility with Layer 1 and Layer 2 Triggered Mobility on the AT&T 5G network, targeting smoother handovers for applications such as XR, time-critical communications, and AI-driven services.
ナラティブ更新 • Jul 16
2454: Future AI Partnerships Will Likely Fail To Justify Current Optimism
Analysts have lifted their fair value estimate for MediaTek from NT$1,230 to NT$1,751, citing updated assumptions around revenue growth, profit margins and the P/E multiple applied to future earnings. What's in the News Ericsson, AT&T and MediaTek completed what is described as North America's first in-field trial of Ericsson Low-Latency Mobility with Layer 1/Layer 2 Triggered Mobility on the AT&T network, targeting smoother 5G handovers for real-time applications and AI-driven use cases.ナラティブ更新 • Jul 02
2454: AI Partnerships Will Support Devices As Expectations Gradually Normalize
Analysts have increased their fair value estimate for MediaTek from about NT$4,130.70 to roughly NT$4,641.57, citing updated assumptions that include higher revenue growth, stronger profit margins and a slightly lower future P/E multiple. What's in the News MediaTek outlined earnings guidance for Q2 2026, projecting revenue between TWD 140.2b and TWD 149.2b, described as flat to a 6% sequential decline and down 1% to 7% year over year at a forecast exchange rate of TWD 31.5 to US$1.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.
新しいナラティブ • 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?ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
新しいナラティブ • 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.収支内訳
収支内訳
MediaTek の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 593,618 | 96,635 | 31,653 | 153,307 |
| 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 |
質の高い収益: 2454は 高品質の収益 を持っています。
利益率の向上: 2454の現在の純利益率 (16.3%)は、昨年(18.5%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: 2454の収益は過去 5 年間で年間0.8%減少しました。
成長の加速: 2454は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: 2454は過去 1 年間で収益成長率がマイナス ( -9.1% ) となったため、 Semiconductor業界平均 ( 42.7% ) と比較することが困難です。
株主資本利益率
高いROE: 2454の 自己資本利益率 ( 22.5% ) は 高い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/22 00:17 |
| 終値 | 2026/08/21 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
MediaTek Inc. 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44
| アナリスト | 機関 |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| S. H. Lin | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |