MStar mobile phone chip impulse ready to fly, how to MTK Spreadtrum third of the world?
International Electronic Business News MStar (Morningstar semiconductor) For the mobile phone market over MTK (MediaTek) are a distant or close? low in China end mobile chips one-third of the world market is relatively clear what has been, however, MTK, MStar and Exhibition News how the third world, is one of many in the industry have been speculating about the topic.
MTK currently holds more than Bacheng Chinese GSM market share, and design of mobile phones from here, sold in 120 countries worldwide (MTK data), in which clients are Lenovo, ZTE, Huawei such brands, there are hundreds cottage manufacturers. There is no doubt, MTK has firmly ruled the Kingdom of the world's low-end GSM mobile phones.
However, the history, very few undefeated general. As a first MTK, Spreadtrum currently being from two strong competitors with MStar the chase. Spreadtrum has recently surrendered to the world a proud Q1 earnings (Related reading: Spreadtrum Communications the first quarter of year 2010 revenue rose 534% ), which promote in order to make MTK alert. What is even more MTK is worried about the latter - with the same ferocity with MTK gene Taiwan IC makers MStar.
"We are fully prepared, the cost advantage from the chip itself, to how to protect customers the late delivery. From the amount of mass is imminent." MStar company executives on an "International Electronic Business," told reporters, "In fact, To think of the amount is very simple, just pull the price down can be a quick impulse, but from the output in the user's availability and how to ensure technical support to users will be faced with enormous challenges competitors. "he said, "We see some of the competitors will face follow-up to production capacity issues. and we had to prepare for the user."
Yes, in the current serious shortage of capacity under, MStar a very important advantage is the key material for the MCP memory devices such as delivery mode by binding to solve the small problems and delivery of customers to worry about. And this is the soft underbelly of the present MTK, the MT6253 platform thanks to a dedicated flash memory MCP (admux), has become the biggest bottleneck MT6253 from the volume. It is reported that, MTK is urgent R & D MT6253D, to direct the ordinary MCP. However, MTK of the serious mistakes have been enough to counter his opponent the opportunity. Originally, MT6253 MTK this year is the killer sent pre-expectations, and now the whole game of chess has an impact on MTK lost a step.
But MCP bundling only a first step MStar chess, chess will be the second step is a comprehensive price war. MS8535 claims will provide MT6235 MT6225 price performance, and to support RMVB MS8535 Mountain Cypriot companies are also very welcome feature. MTK low for the 6223D, MStar also staged a low of MS8533. Allegedly MS8533 package size smaller, so the price can be lower. PCB traces and its more in the future may be 4 layers PCBA, and continue to cost down.
MStar is the third moves for various reasons in the current MTK offended a lot of small customers, when even some big customers, MStar Yi Goodwill Ambassador of the image of the Chuxian for these customers to a very good original Zhi Chi. "MStar customer support to be very large, less expensive chip, patented a low threshold. And a new platform to bring differentiation and new opportunities." MStar customers that commented.
Therefore, MStar starting amount of first place to produce from these medium-sized customers. "In fact, we have started a number of medium-sized clients on a large number of walking out of stock, but outsiders can not see." MStar executives of the "International Electronic Business," told reporters, he hinted that the current mobile phone chip shipments more than 1KK. Next, we must look at Sky, news and other giant Thai design company, though the two companies have been taking goods in small quantities, but is confident that a large number of shipments on the MStar platform, small and medium sized customers who may depend on feedback . Rumor, MStar goal is in July washed 3KK / month, the end of 2010, reaching 5KK / month shipments.
Sources close to MStar company said, MStar employee morale Aung Yang, claiming to be in the hands of 1-2 years, winning 5 percent from MTK share, at the latest within three years, achieving this goal. Clearly, the current mobile phone business has become a top priority of the strategy MStar. According to the executives said, the current manager of China MStar Lin Yongyu work personally manage mobile phone business, the person's ability is unusual, he was the first employee MStar China in 2003 to join MStar, several years into his hand to MStar China Now such a successful empire. "Our mobile phone chip that is defined by his leadership, the Chinese market entirely according to need." The executive said "Many customers are with him personally."
In fact, the mobile phone market in order to fully, MStar two years ago to begin preparations for: the acquisition of well-known GSM / EDGE module manufacturers in the GSM Wavecom was the important field of IP; acquired from the Motorola TTPCom protocol stack vendors received GSM / WCDMA technology, the important IP; from RFMD cuts RFIC gained valuable team members; acquisition of TD Digimoc access technology and patent ... ...
"For now, MTK very powerful. But from the perspective of historical events, often a battle can turn things around. We have seen a number of opportunities waiting for us, and we are ready." He said. For example the next two years, China Mobile will become the standard for GSM + TD? If so, they provide single-chip GSM + TD turn key program is the greatest weapon, because the MTK and the associated sub-core subjects has become an open secret, and MTK and the Fate of cooperation through the patent there are too many factors of insecurity .
"For MStar current fierce momentum in the industry to look forward to many colleagues have said. "Users need to choose the second platform, with MTK have more bargaining chips." A friend that said the industry, "MTK has not yesterday Da Jiangshan of MTK, and now the MTK some arrogant, some bias still some arrogance."
However, MStar such cheap tactics, MTK not agree. "MStar to replace us, our products must be differentiated, as we had to replace Europe as the company's programs. If you just play a low price, they'll have a miserable." MTK spokesman said Yu Ming duo.
However, regardless of MTK is not recognized, the next in the low-end mobile phone market MTK, MStar and Spreadtrum inclination would form, as this ratio, I think it will not be A: A: B. As in any mature, highly concentrated market, one or two will share gap in the 2-5 times, or even more, there is little tied for first in the situation, such as CPU, DSP, FPGA, Memory and so on the market. Then, years later, here who is the first, it is really difficult to predict. However, there are a number of adverse factors on the MTK, MTK is a very positive factor - that is the slow progress of China 3G market, which left for the MTK enough time to adjust strategy.
