According to the report of the "Financial Information" double-week issue, in the first half of this year, the consumer electronics landscape was unknown. On July 29 and 30, the chip factory joint development department and Qualcomm held legal meetings respectively. Comparing the financial reports of the two companies, you can understand the latest trends of consumer electronics factories.
In this quarter, the joint venture capital revenue was NT$150.3 billion, a decrease of 1.9% from the previous quarter, but an increase of 18.1% from the same period last year. During the same period, Qualcomm's single quarterly revenue was US$10.3 billion, or about NT$300 billion, which is twice the size of that of Joint Development Corporation. Qualcomm's revenue grew by about 10% compared with the same period last year, of which the QCT department designed the chips grew by 11%. In comparison, the proportion of harvest of joint-department departments is higher.
Compare business interest rate again. The business interest of the joint venture department this quarter was NT$28 billion, with a business interest rate of 19.5%, a decrease of 2 percentage points from the previous quarter and an increase of 17 percentage points from the same period last year. Qualcomm's operating profit this quarter was US$2.76 billion, or approximately NT$81 billion, up 24% from the same period last year, but decreased by 8% from the previous quarter, and the operating profit rate also fell by 4 percentage points compared with the previous quarter. In comparison, the decline in the rate of profit of joint ventures in the industry is smaller.
Obviously, the performance of Joint Development Technology in terms of revenue growth and maintaining profitability this quarter was better than that of Qualcomm. However, although the Chinese government purchased mobile phones in the first half of this year, the sales volume of mobile phones was still sluggish. How can the joint-development department maintain long harvests and keep making profits?
The best performance of the Joint Technology Smart Edge PlatformThe best growth performance of CTK this season is not mobile chips, but smart edge platforms. This part of the products include tablet computer chips. This year, the joint venture technology industry has entered the supply chain of mainstream computers including Samsung, and has been making great efforts to change it for many years. Therefore, in the second quarter of this year, the joint venture technology's smart edge platform revenue increased by 26% year-on-year and 7% quarter-on-quarter, accounting for 43% of the joint venture technology revenue.
In contrast, the mobile chip business of Joint Development Corporation increased by 19% year-on-year and 3% quarter-on-quarter, and its growth force is more stable. In the next quarter, NVIDIA's GB 10 chips jointly used by DGX SPARK will be shipped soon. However, Joint Development Corporation said that since some purchases were shipped in advance in the first half of this year, the purchase of smart edge departments will be slightly lower in the next quarter.
Overall, the joint development department continues to develop high-level flagship mobile chips, which drives profitability to rise; at the same time, vigorously develops the data center ASIC chips and vehicle seat chips to start making profits next year. The joint development department's expansion strategy has worked, making the growth of the harvest and profitability outstanding.
Qualcomm vigorously develops chips for vehicles and physicsQualcomm is in the mobile phone market and is also in a transition period of impact. Qualcomm is still the leader in mobile chips. The mobile chip department alone has collected US$6.9 billion, which has exceeded the company's revenue, but mobile chips have only grown by 11% in the same period last year.
But Qualcomm is vigorously developing vehicle chips and network chips, and these two businesses are growing rapidly. Qualcomm's vehicle chips earned $950 million in the first quarter, and have entered the mainstream vehicle platforms, and are developing faster than that of Joint Development Technology.
Qualcomm's vehicle chip business revenue this quarter increased by 59% compared with the same period last year, and Qualcomm's Internet department also achieved US$1.68 billion in this quarter, up 24% compared with the same period last year. Qualcomm executive director Amon revealed that he is currently actively deploying the cloud market and wearable devices, which are all commercial machines that are actively attacking by the United Technology Corporation.
From this quarter's financial report, it can be seen that IC design companies are currently planning the post-mobile phone era. There are many opportunities for vehicle chips, lithography and PC processors, header display devices, cloud terminals, etc. How to seize the machine of a new business is the focus of observing the development of these two companies.
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