Shengqun is facing the impact of the overall MCU market by the trade war, so the traditional double eleventh and pre-Christmas solicitation is not as prosperous as in previous years, and Shengqun 32-bit in the lack of mobile phone customer contribution, but also into the Chinese brand wireless headphone charger, looking forward to other new cases can be released as soon as possible. For the whole year, the industry estimates that revenue will be a small year, profit will be superior to last year's results; next year, the market is fuzzy, the first year to stabilize the performance of this year.

South Korean chip maker SK Hynix Inc. (SK Hynix Inc.) reported Q3 earnings for the third quarter of 2018 on Oct. 25: revenue rose 41% (quarterly increase 10%) to 11.417 trillion won, a record high; revenue increased 73% (quarterly increase 16%) to 647.2 trillion won; earnings increased 11 percentage points (quarterly increase 3 percentage points) to 57%; net income increased 54% (quarterly increase 8%) to 4.692 trillion won Trillion won.

According to the latest report issued by the Asian Department of Foreign Investment, the three major engines of the IC Design Factory will be ASIC, Internet of Things and 12-nanometer high-end smartphone chip combinations, which will maintain steady growth in the growth of mobile chips and non-mobile chips. It is better to hold the joint venture branch than the market rating, but the target price is reduced from 400 yuan (NT $350 to the same below) to $350.

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Guoju (2327), a large passive component manufacturer, reported a record monthly high of NT $9.812 billion in combined revenue including Junyao-KY in July. Guo said that the order visibility was as high as several quarters, and the order delivery ratio was nearly 3 times.

MLCC, chip resistance and other products of passive components, ceramic capacitors (MLCC), chip resistance and other products continue to be continued in July, and the price trend is still upward. The industry is promising. The revenue of GB and Huaxu will be synchronized for five months in July. The monthly increase rate is from two to 30%. The country is expected to exceed NT $9 billion (the same) and move towards a hundred billion. Huaxu is also expected to stand up to 5 billion yuan for the first time.

According to Taiwan media reports, a few days ago, the MediaTek announced its revenue in June, with a monthly revenue of 21 billion 60 million yuan. Accumulating 110 billion 135 million yuan in the first 6 months, NT $3.53%.

The company announced April revenue of 19 billion 15 million yuan (NT, the same), the monthly decrease of 5.45%, and the annual increase of 7.14%. Looking forward to the second quarter, the unit shipments of the smart phone chipset are expected to grow in two figures, and the second quarter revenue is expected to increase by 12~20% in the first quarter. MediaTek 1~4 total revenue of 68 billion 689 million yuan, a 6.99% decrease compared with the same period last year.

Benefited from the strong stock demand of the new mobile phone, the second quarter revenue will increase by 19% to 23% in the first quarter of the driver's leading chip factory, and the revenue increase is more than the market expectations. In addition, Wang Shouren, the general manager, also revealed that the second half of the year will be better than the first half of the year. The second quarter operating target is quite optimistic. The single quarter combined revenue is estimated to be between 12 billion 500 million yuan (NT, the same) to 12 billion 900 million yuan, 19% to 23% in the quarter, and the second quarter gross interest rate is expected to be between 28% and 29.5%, while the single season operating interest rate is expected to fall between 12% and 13.5%.