MediaTek's revenue in April was NT$487.54 billion, an annual increase of 16%. It is estimated that second-quarter revenue will remain stable with a gross margin of 47%.

MediaTek announced on May 9, 2025, that its April revenue was NT$48.754 billion, a decrease of 12.93% compared to March, but an increase of 16% compared to the same period last year, marking the second highest for the same period in history. The cumulative revenue for the first four months was NT$202.067 billion, an annual increase of 15.15%. The estimated revenue for the second quarter is between NT$147.2 and NT$159.4 billion, remaining stable compared to the first quarter, with an annual increase of 16% to 25%. The gross margin is estimated to be 47%, with a variance of plus or minus 1.5%, and the expense ratio is estimated at 29%, with a variance of plus or minus 2%. The company emphasized the growth momentum of smart devices and PMIC, and highlighted its AI collaboration strategies at the supplier conference.

April Revenue Declines but Shows Strong Annual Growth, Second Highest for the Period

According to MediaTek's announcement, the consolidated revenue for April 2025 was NT$487.54 billion, a decrease of 12.93% from March's NT$559.96 billion. However, compared to the same period in 2024, which was NT$420.28 billion, there was a 16% year-over-year increase. Despite the noticeable monthly decline, the annual growth indicates that MediaTek remains resilient in its operations, supported by an optimized product mix and market demand.

Cumulatively for the first four months of 2025, MediaTek's revenue reached NT$2,020.67 billion, a 15.15% increase from NT$1,754.86 billion in the same period of 2024, marking the second highest for the same period historically. MediaTek noted that the revenue growth was mainly driven by steady demand for flagship smartphone chips and continued momentum in shipments of smart device platforms and power management ICs (PMICs).

Second Quarter Revenue Estimated to be Flat with First Quarter, Annual Growth Could Reach Up to 25%

In a previous investor conference, MediaTek stated that despite ongoing market uncertainties, the current supply chain inventory levels are healthy, with no significant order adjustments observed. Based on this, MediaTek estimates that the second quarter revenue for 2025 will range between NT$1,472 billion and NT$1,594 billion. Compared to the first quarter's NT$1,533.12 billion, this represents a quarter-on-quarter change of -4% to +4%, with overall performance expected to be roughly flat with the first quarter.

Compared to the same period in 2024, the second quarter revenue is estimated to have an annual growth rate of 16% to 25%. This estimate is calculated using an exchange rate of 32.5 for USD to NT$, reflecting MediaTek's ongoing advantage from structural growth momentum through an optimized product mix and expansion into diverse application fields.

Gross Margin Maintains at 47% Range, Expense Ratio Remains Stable

In terms of profitability, MediaTek estimates that the second quarter gross margin will remain in the range of 47% plus or minus 1.5%, which is between 45.5% and 48.5%. This level is comparable to the performance in recent quarters, indicating MediaTek's continued stability in cost control and the increased proportion of high-value-added product shipments.

Meanwhile, the expense ratio is estimated to be 29% plus or minus 2%, which is between 27% and 31%. MediaTek also disclosed in its annual report that exchange rate fluctuations have a certain impact on profitability. For example, a 0.1% appreciation of the NT$ against the USD would reduce profits by approximately NT$44.897 million and NT$31.382 million for 2023 and 2022, respectively.

Growth Momentum in Smart Devices and PMIC Supports Second Quarter Performance

MediaTek noted that the performance of various product lines will be differentiated in the second quarter. Revenue from smartphone chips is expected to be flat or slightly decline compared to the first quarter, but revenue from smart device platforms and power management ICs is expected to outperform the first quarter. This reflects MediaTek's gradually maturing strategy in non-smartphone application fields, helping to mitigate the impact of fluctuations in a single product line on overall operations.

Supplier Summit Held, Emphasizing Cooperation Strategies in the AI Era

In addition to financial data, MediaTek held its annual supplier summit on May 9, themed "Stronger Together - Build tomorrow’s AI ecosystem with MediaTek," inviting over 60 suppliers and nearly 200 industry partners to participate. Multiple supplier awards were presented at the summit, and MediaTek shared its strategies and technological blueprint in the AI era.

MediaTek's Co-COO, David Ku, stated that the pervasive trend of AI presents significant opportunities for the semiconductor supply chain. Whether it's edge AI or cloud AI, a strong supply chain's continuous breakthroughs and support are essential. MediaTek will leverage its advantages in key computing, AI, networking technologies, and cross-product line integration to build a robust AI ecosystem with supply chain partners.