MediaTek, a major IC design company, announced revenue in October, which amounted to NT$52.026 billion, a decrease of 4.2% from September and an increase of 1.7% from the same period in 2024. Cumulatively, consolidated revenue in the first ten months of 2025 was 497.804 billion yuan, an increase of 12.2% compared with the same period in 2024.
Recently, MediaTek announced its third-quarter revenue of NT$142.097 billion, a decrease of 5.5% from the second quarter and an increase of 7.8% from the same period in 2024. The gross profit margin was 46.5%, a decrease of 2.6 percentage points from the second quarter. The net profit after tax was NT$25.221 billion, a decrease of 9.4% from the second quarter and a decrease from the same period of 2024. 0.5%, EPS is 15.84 yuan. Cumulatively, revenue in the first three quarters was 445.778 billion yuan, an increase of 13.6% from the same period in 2024, gross profit margin was 48%, a decrease of 2 percentage points from 2024, net profit after tax was 82.394 billion yuan, a decrease of 0.3% from the same period in 2024, and EPS reached 51.76 yuan.
Regarding the outlook for the fourth quarter, MediaTek also expects revenue from flagship smartphones, GB10 projects, and automotive chips to grow in the fourth quarter compared with the third quarter. The growth of these businesses is expected to offset the seasonal revenue decline of consumer electronics products in the fourth quarter. MediaTek expects fourth-quarter revenue to be calculated based on the U.S. dollar to Taiwan dollar exchange rate of 1:30.6. Single-quarter revenue will be between 142.1 and 150.1 million yuan, with quarterly flat to growth of 6%, and a decrease of 3% to growth of 9% compared with the same period in 2024. The operating gross profit margin in the fourth quarter is estimated at 46%, plus or minus 1.5 percentage points.
As for the full-year outlook for 2025, based on the midpoint of the fourth-quarter revenue target, the full-year revenue is expected to reach a new high, reaching a scale of more than 19 billion US dollars, of which flagship smartphone revenue in 2025 is expected to exceed 3 billion US dollars, with an annual growth rate of more than 40%. There will continue to be good growth opportunities in 2026. In the face of tight production capacity, prices will be strategically adjusted and production capacity will be allocated to various product lines to reflect rising manufacturing costs.