MediaTek recently released its Q2 2025 financial report, which showed that the company's revenue increased by 18.1% year-over-year. During the post-earnings conference, MediaTek executives answered questions from analysts regarding the future development of AI ASIC and mobile platforms. AI ASIC is seen as a key point for future performance growth. MediaTek has already secured several customer projects, and it is expected to contribute significant annual revenue in 2026, with an estimated $1 billion (approximately 7.197 billion RMB) next year.
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MediaTek's first AI ASIC product is planned to go into mass production next year. This product will use the company's own SerDes interconnect IP solution. In addition, MediaTek has had early discussions with NVIDIA on NVLink IP and has made technical investments in CPO co-packaged optics. This indicates that MediaTek is gradually deepening its layout in the AI ASIC field, and it is expected to open up new markets in the future.
In terms of mobile platforms, MediaTek stated that the average selling price (ASP) of its flagship series, Dimensity 9000, is still rising, while the ASP of other series remains relatively stable. In particular, the pricing of the Dimensity 8000 series may slightly decrease. This strategy aims to cope with market competition and ensure MediaTek's continued development in the smartphone chip market.
Additionally, MediaTek mentioned that its automotive chip business will continue to grow in 2025, with expected quarterly revenue growth and a significant year-over-year increase. This shows MediaTek's expansion capabilities in multiple areas, especially in AI and automotive fields, where the future outlook is promising.
Overall, through the development of AI ASIC and strategic adjustments in mobile platforms, MediaTek aims to maintain its market position in the fierce competition and pave the way for future revenue growth.
Key Points:
🌟 MediaTek's AI ASIC project is expected to generate $1 billion in revenue next year.
📱 The selling price of the flagship mobile chip series is increasing, while the prices of other series remain stable.
🚗 The automotive chip business is expected to achieve significant growth in 2025.