MediaTek (2454) and F-Morning (3697) will complete the merger in the first quarter of next year, but next year's TV chip orders have been passed by the newly entered Taiwanese manufacturers, Novatek (3034) and Realtek (2379). Yesterday (24), the market reported that Lianyong split from F-morning star to Samsung ’s annual TV chip orders, and Realtek divided it into MediaTek and Morningstar ’s orders for color TV brands in mainland China. Entering the chip industry has also brought a new wave of TV chip card wars to the scene. Lian Yong, a panel driver IC manufacturer, successfully entered the Samsung TV chip market by supplying panel driver ICs. The legal person interpreted it as a big profit. Lian Yong's stock price jumped sharply yesterday (24), opened higher, and ended at 109 yuan. , Rose 6.34% to close, the transaction volume surged to 14,134. In addition to being supplied by F-Morning, Samsung TV chips are also partly self-made, and may not be the order with the best gross margin among TV chips, but even so, the average gross profit of TV chips is still higher than that of panel driver ICs. Therefore, Samsung's orders still have a plus effect on Novatek; in addition, winning index customer orders will help Novatek's layout in the TV chip market. As for Netcom ’s IC manufacturer Realtek, the TV chip layout came earlier than that of Novatek. The company ’s integrated single chip has more network chip integration functions than Novatek ’s products. Therefore, Realtek focuses on mainland TV brands. Market, and networked TV has become a new battlefield. As mainland TV brand manufacturers also intend to reduce their reliance on dual M (MediaTek and Morningstar), Realtek ’s TV chip shipments are growing quarter by quarter this year. It is estimated that the fourth quarter will not be affected by the bleak PC market. . NPD DisplaySearch observes that in the future, New MediaTek will still have the advantages of integrated information streaming of smart TVs, tablets, and smartphones, so how strong will TV manufacturers cultivate new chip entrants? Follow-up needs to be observed again.
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