聚焦贝恩斯坦_中国智能手机追踪器(5月):历史新高ASP和库存水平。We rate MediaTek Outperform (report, model). We currently forecast the ASIC revenue to be US$2B,15B and 22B in 2026–2028, respectively, but see an upside risk to it, especially in 2028. Smartphone revenue should drop, but TPU revenue should be more than enough to offset that. Outperform.
聚焦贝恩斯坦_中国智能手机追踪器(5月):历史新高ASP和库存水平。We rate MediaTek Outperform (report, model). We currently forecast the ASIC revenue to be US$2B,15B and 22B in 2026–2028, respectively, but see an upside risk to it, especially in 2028. Smartphone revenue should drop, but TPU revenue should be more than enough to offset that. Outperform.
聚焦贝恩斯坦_中国智能手机追踪器(5月):历史新高ASP和库存水平。We rate MediaTek Outperform (report, model). We currently forecast the ASIC revenue to be US$2B,15B and 22B in 2026–2028, respectively, but see an upside risk to it, especially in 2028. Smartphone revenue should drop, but TPU revenue should be more than enough to offset that. Outperform.
覆盖 2026 年,全文共 25 页。
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重点分析了贝恩斯坦_中国智能手机追踪器、5月、历史新高ASP和库存水平等议题。