联发科（MediaTek）近日公布2023年11月营收数据，单月销售额达469.0亿元新台币，环比增长约7.5%，同比增长约23.8%。这一成绩不仅创下近13个月以来的新高，也反映出公司在智能手机、物联网及车用芯片等多元业务领域的强劲复苏势头。分析指出，联发科业绩回暖主要受益于全球智能手机市场逐步回温，尤其是中高端5G芯片需求上升。此外，其天玑系列处理器在海外市场获得多家主流手机品牌采用，进一步推动出货量增长。与此同时，公司在AI PC、Wi-Fi 7和车用电子等新兴领域的布局也开始显现成效，为未来增长注入新动能。展望第四季度，随着年底购物旺季的到来以及客户库存调整接近尾声，联发科有望延续增长态势。公司此前已上调全年营收预期，并强调将持续投入先进制程与AI相关技术研发，以巩固在全球半导体产业中的竞争力。
MediaTek recently announced its November 2023 revenue, reporting NT$46.9 billion in sales—a month-over-month increase of approximately 7.5% and a year-over-year surge of about 23.8%. This marks the company’s highest monthly revenue in nearly 13 months, signaling strong recovery momentum across its diversified business segments, including smartphones, IoT, and automotive chips.Analysts attribute this rebound primarily to the gradual recovery of the global smartphone market, particularly rising demand for mid-to-high-end 5G chipsets. MediaTek’s Dimensity series processors have gained broader adoption among major international smartphone brands, significantly boosting shipment volumes. Additionally, the company’s strategic investments in emerging areas such as AI PCs, Wi-Fi 7, and automotive electronics are beginning to yield tangible results, laying a solid foundation for future growth.Looking ahead to the fourth quarter, MediaTek is well-positioned to sustain its upward trajectory, supported by the year-end shopping season and the nearing completion of client inventory adjustments. The company has already revised its full-year revenue forecast upward and emphasized continued investment in advanced process technologies and AI-related R&D to strengthen its competitive edge in the global semiconductor industry.
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