MediaTek's latest revenue data for July 2025 shows that the world's leading fabless semiconductor company achieved revenue of NT$43.22 billion (approximately RMB 10.403 billion) that month, a year-on-year decline of 5.24% and a massive 23.41% month-on-month drop. This significant decline reflects the direct impact of weak demand in the consumer electronics market on the semiconductor industry, particularly the smartphone chip business, which is facing significant pressure.
Despite the poor performance in a single month, MediaTek's cumulative revenue for the first seven months of this year reached NT$346.901 billion (approximately RMB 83.497 billion), a year-on-year increase of 13.24%. This contrast between full-year growth and a single-month decline highlights the cyclical fluctuations inherent in the semiconductor industry. Notably, MediaTek achieved revenue of NT$150.369 billion in the second quarter of 2025, an 18.1% year-on-year increase, with a gross profit margin of 49.1%, indicating a shift in its business structure toward higher value-added sectors.
Industry analysts point out that the sharp decline in July's revenue may be due to seasonal factors and the global economic environment. As a major global supplier of smartphone chips, MediaTek's performance fluctuations often provide early indications of changes in the consumer electronics market. The company previously reported the impact of exchange rate fluctuations on revenue, and this 23.41% quarter-over-quarter decline further highlights the uncertainty of the external environment.
Over the full year, MediaTek maintained steady growth. With the continued growth in demand for edge AI chips and high-speed network chips, the company is accelerating the optimization of its product mix. In response to short-term market fluctuations, MediaTek continues to increase its R&D investment, with R&D expenses reaching NT$111.3 billion in 2023, accumulating momentum for future technological breakthroughs.
