4Q13業績超級比一比：Qualcomm vs Mediatek

2013全年出貨量：6.99億顆___2.2億套
4Q13單季出貨量：2.13億顆___0.7億套
4Q13單季營收：66.22億鎂___NT$397.98億
4Q13單季營益：14.93億鎂___NT$84.03億
4Q13單季GPM：59.1%___45.7%
4Q13單季OPM：22.5%___21.1%
4Q13單季淨利：18.75億鎂___NT$86.16億
4Q13單季研發：13.28億鎂___NT$73.72億

2014出貨展望：？億顆___3億套
1Q14出貨展望：1.8~1.95億顆___0.65億套
1Q14單季展望：61~67億鎂季減，季減1.1~7.9%___NT$358~390，季減2~10%

Mediatek今年營收中，LTE占比約5%。獨立型AP和Modem第二季會有終端上市；整合型SoC第三季送樣，第四季終端上市。四核、八核都會有產品，入門款、中低階和高階都有；製程也將以20nm甚至16nm推進。

Qualcomm has been expecting to get a revenue bounce later in the year as carriers in China broadly offer LTE services.

It's still early as far as recording any revenue from that expansion.
- Steve Mollenkopf, Qualcomm CEO

Qualcomm’s gross margins have taken a hit in recent years, declining from around 65% in Q1 2011 to 59% last quarter due to growing chipset competition from rivals such as MediaTek, Nvidia and Broadcom.

Qualcomm近期收購了HP手上當年自併購Palm而來的行動科技專利，共計約1400項美國專利與1000項海外專利。此舉似乎呼應Qualcomm將以自有品牌進軍終端市場的傳聞。