TSMC + Lens + Spreadtrum

choi

本文通过一路BBS站telnet客户端发布

(1) Ingrid Lee and Jessie Shen, TSMC Expects to Ramp 14nm process in 2015, Says R&D Head. DigiTimes, Sept 8, 2011
http://www.digitimes.com/news/a20110907PD217.html
(The head says: (a) TSMC will use 18-inch wafers to process 14nm chips, and (b) TSMC is actually facing a shortage of engineers rather than technical issues)

(2) Peter Clarke, China's Fabless Turn to Taiwan, Says Survey. EETimes, Sept 6, 2011
http://www.eetimes.com/electronics-news/4219634/China-fabless-Taiwan-survey
(A EETimes-China survey indicates of China's fabless in 2011: "63 percent use foundries based in Taiwan * * * And 33.1 percent work with TSMC . Meanwhile 18.9 and 15.0 percent say they work best with the Chinese foundries SMIC and CSMC respectively)

Note: CSMC is acronym of
Central Semiconductor Manufacturing Corporation  无锡华润上华半导体有限公司.

(3) Steve Chuang, Taiwan’s Optical Lens Makers Profit from Popularity of PCDs. CENS, Sept 5, 2011
http://cens.com/cens/html/en/news/news_inner_37605.html
(Dominance of Japanese optical lens makers are eroded by Taiwanese, which are "expected to command a 40% global share this year"; "The two [Taiwanese] companies [Largan and Genius] are reported to continue supplying lenses for Apple’s newest iPhone 5 with an 8-megapixel camera")

Note:
(a) PCD is acronym of portable communication device.
(b) Fujinon is a division of Fujifilm that specialises in the production of optical lenses.
(c) Kantatsu Co, Ltd  カンタツ株式会社
http://www.kantatsu.co.jp/
(founded in 1979 as a subsidiary of Sharp; headquatrters in Yaita, Tochigi 栃木県 矢板市; 240 employees in Japan and 2,500 employees (at the end of September 2008) at China's plant 浙江省平湖経済開発区 as 関東辰美電子（平湖）有限公司)

Pinghu 浙江省嘉兴市 平湖市
(d) Largan Precision Co, Ltd 大立光電股份有限公司
(e) Genius Electronic Optical Co, Ltd  玉晶光電
http://nexnet.com.tw/demo_02/genius/pro.html
(f) Newmax Technology Co, Ltd  新鉅科技股份有限公司
http://www.newmax.com.tw/
(g) Kinko Optical Co, Ltd  今國光學工業股份有限公司
http://www.kinko-optical.com/
(h) The VGA in "VGA camera lens" stands for Video Graphics Array
http://en.wikipedia.org/wiki/Video_Graphics_Array
(VGA was the last graphical standard introduced by IBM that the majority of PC clone manufacturers conformed to, making it today (as of 2010[update]) the lowest common denominator that all PC graphics hardware can be expected to implement without device-specific driver software)

(4) Inyoung Hwang and Richard Davenport, A Clue to Apple's Sale? Check the Suppliers. Bloomberg Businessweek, Sept 1, 2011 (cover date Sept 12; title in print)
http://www.businessweek.com/news/2011-08-31/apple-suppliers-show-how-wall-street-helps-manage-expectations.html
(suppliers include Hon Hai, Samsung, Quanta and Broadcom)

(5) Bruce Einhorn, Qualcomm Rewires for India; The chipmaker wants a sub-$100 smartphone for the world’s second-largest mobile market. Bloomberg Businessweek, Sept 8, 2011 (cover date Sept 12)
http://www.businessweek.com/magazine/qualcomm-rewires-for-india-09082011.html
("In the late 2000s the company [Qualcomm] lost a step to Taiwanese rival MediaTek, which made a splash in 2G phones by working closely with cheap, no-name producers in China that had little experience making handsets")

(6) Bruce Einhorn, A Chip Industry Takes Off in China; Chip designer Spreadtrum is challenging Taiwan's dominance. Bloomberg Businessweek, June 16, 2011
http://www.businessweek.com/magazine/content/11_26/b4234042829458.htm
("In the past two years, Spreadtrum has come out of nowhere to become the second-largest supplier of chips for mass-market phones, behind Taiwanese rival MediaTek. * * * Demand is especially strong in China and India, where Spreadtrum offers chips and software at prices between 10 and 30 percent lower than what MediaTek offers")

Note:
(a) Leo LI  李力游博士
("李博士在中国合肥的中国科学技术大学获得学士学位；在中国北京的中国科学院电子学研究所获得硕士学位；在美国马里兰州的马里兰大学获得电子工程博士学位；在美国加利福尼亚州的拉荷亚的国立大学获得工商管理硕士学位")

Spreadtrum Communications (Shanghai) Co, Ltd  展讯通信有限公司
http://www.spreadtrum.com
, which is "以山寨机崛起."

(b) MobilePeak Holdings 摩波彼克


--