[转载] MidiaTek Giddy

choi

本文通过一路BBS站telnet客户端发布

【 以下文字转载自 ITNews 讨论区 】
【 原文由 choi 于 Wed Nov  4 18:46:50 2009 发表 】

News in reverse chronological order:

(1) John Boudreau, Cell phone chip maker MediaTek thrives during downturn. San Jose Mercury News, Oct. 29, 2009.
http://www.mercurynews.com/search/ci_13669529?IADID=Search-www.mercurynews.com-www.mercurynews.com

(2) The Lex Column of Financial Times does not allow a non-subscriber a free peek. So I typed the portion related to the company, which appeared on Nov. 24, 2009.

"Missing Chips

"Just how big is the mobile phone market? Most analysts believe handset makers will ship about 1.1bn phones this year--down 7 per cent from last year, making this the industry's first-ever fall in annual sales, but still about one new phone for every six people on earth. Others, eyeing boomingsales at MediaTek, a Taiwanese chipmaker, think that number may underestimate the true size of the market by a substantial margin.

"Little known outside Taiwan, MediaTek is on track to ship more than 300m mobile chips this year, double the number two years ago. Its sales have raised eyebrows at a time when the rest of the industry is struggling. Gartner, the market researcher, had only expected the group top move about 200m chips this year. Adjust for faulty chips and the use of multiple chips in one handset, and Credit Suisse thinks MediaTek's numbers suggest the mobile phone market could be 17 per cent larger than previous estimates suggest.

"Interestingly, of the world's top-five mobile phone makers. only Korea's LG uses MediaTek kit. Most of its chips go to phones made by small manufacturers in China and sold in cities where leading phone makers have only a small presence. More chips are also thought to be finding their way to the other emerging markets such as India and Middle East. The boom in MediaTek's business suggests this generic market has bucked the recession and is growing furiously.

"That could present a conundrum for handset makers. Finland's Nokia would hardly relish increased competition in low-end phones as it attempts to rebuild its battered margins, for example. More broadly, handset makers face the unpleasant prospect of entering supposedly virgin territory only to find stronger competition than expected already there.



--
※ 来源:．一路BBS http://yilubbs.com [FROM: 192.80.0.0]

--