Counterpoint Research Discusses MediaTek's Growth Strategy, Industry Partnerships and Challenges

In this video, Jeff Fieldhack from Counterpoint Research talks to Eric Fisher, MediaTek VP and GM of Corporate Sales, who outlines the company’s latest highlights, including a year of strong performance alongside a series of investments in future growth areas.

In 2025, the company reached a record $19.1 billion in revenue, delivering around 16% year-over-year growth. Momentum came primarily from its flagship mobile segment, supported by continued expansion in the smart edge business. Both areas remain key drivers as the company builds on its current position.

The automotive sector is becoming an increasingly important focus, even with a longer path to meaningful returns. MediaTek expects near-term traction from the Chinese market, while larger contributions tied to partnerships are projected to emerge towards the end of the decade; a strategy that reflects patience and a willingness to invest early in a market with significant long-term potential.

Industry-wide memory constraints continue to present challenges, though MediaTek has managed to secure the capacity it needs through proactive supply-chain planning. Even with this stability, the company remains watchful of pricing fluctuations and the possibility of softer demand in PCs and smartphones during the second half of 2026.

Expansion into data centers is another priority. MediaTek is working toward a $1 billion revenue run rate in this segment by the fourth quarter, however this target that depends on strong execution and close coordination with manufacturing partners. Progress here signals a broader effort to diversify beyond its traditional core businesses.

At the same time, manufacturing strategies are evolving. Automotive customers are increasingly pushing for onshore production and dual-sourcing approaches, aiming to reduce exposure to disruptions like those seen during the pandemic. These shifts point to a more resilient, though more complex, supply chain environment.

Overall, MediaTek is combining solid current performance with steady investment in areas expected to shape its next phase of growth.