MediaTek Analyst Summit: Focus on Widening Portfolio

Mar 21, 2023

MediaTek held its annual analyst day in Austin, Texas on April 27th. The general theme of the event was the company's positive stance on the future, despite steep year-over-year declines in its quarterly results and diversification of its portfolio as well as regional revenue. In fact, the company has had zero layoffs during the recent turbulent times within the semiconductor industry. The company is rapidly transferring resources to automotive and AI computing areas.

Here are the key takeaways from the summit:

Mobile

Source: MediaTek

Automotive

Source: MediaTek

Broadband

VR and metaverse

Source: Sony

Satellite and NTN

Satellite is a new and exciting space which MediaTek has emphasized on more than on mmWave opportunities. There are different implementations adopted by various providers. MediaTek is taking an open standards approach.

Source: MediaTek

Q1 2023 results and 2023 outlook

Source: MediaTek

As 2023 global smartphone volumes will likely decline over 2022 volumes, MediaTek is striving for growth in other areas such as hardware within consumer/home/broadband, gaming/XR, connected PCs, AI and automotive.

Research DirectorJeff has 25+ years experience in technology research, business development, competitive intelligence, and business management. Prior to joining Counterpoint Research, Jeff held various research & product development roles at Microsoft, Nokia, Roth Capital Partners, and Gartner. Jeff is a member of many telecom industry organizations including Colorado Wireless Association, repair.org, CommNexus, and is a regular speaker at major telecom industry events. He was a 4x NCAA all-American in tennis and is a 12-time finisher of the Hawaii Ironman World Championships.

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