TD-chip into the Warring States Period

In the TD-chip has an advantage of the MediaTek (2454) this year will face a strong challenge, the industry pointed out that, in addition to T3g (Acer and Spreadtrum days) in the first year, the rapid rise of a quarter, the CNC-chip factory Marvell announced in Q4 last year rush TD chips, followed by Qualcomm 3G chips will also be leading into the TD field, TD chip has entered the war clouds hanging over the current phase of the second half of this year, will officially enter the Warring States Period.

    In-Stat research coordinating body on the latest research report released yesterday that the 2010 TD-SCDMA mobile phone chip sales forecast to surge in 2009 compared with more than five times, while pushing for China Mobile TD predicts, the number of users this year, TD more than 300 from last year’s growth to nearly 5 million 10 million, although this year will show a multiple of TD-chip growth, but In-Stat identified as, ST-Ericsson (days of Acer’s major shareholder) and Spreadtrum Spreadtrum will be the rapid growth of TD biggest beneficiaries

    In-Stat said that at present, including Nokia, HTC and other manufacturers have begun to adopt a solution-day Acer launch TD-SCDMA mobile phones, and Spreadtrum TD markets will also be in the main low-end products to seize the opportunities, according to MorganStanley estimates, Spreadtrum this year, with China Mobile tie, with a positive subsidy policy, Spreadtrum will have the opportunity to acquire this year, 25% -35% of China’s share of TD will be a threat to MediaTek in the TD market share of more than half of the original.

    In addition, Spreadtrum and re-days supported by many international makers Acer, the CNC chip factory Marvell (Marvell) and China Mobile at the end of last year have also jointly issued the first TD-SCDMA single-chip solution PXA920, the industry said that this a PXA920 mainly used in OPhone on top, while the Marvell internal even claimed that they single-chip TD-SCDMA technology and related solutions, has surpassed the MediaTek.

    In addition, WCDMA to dominate the high-pass, it is understood also quite keen to enter the TD market, the industry and even the slowest in the second half came the high-pass TD chips will come out. For the high-pass to enter the TD, even the corporate circle outgoing local mobile phone brands in China, and even some international manufacturers tend to choose the TD-chip Spreadtrum or T3G, MediaTek, I am afraid this year, TD will face a larger challenges, MediaTek, said China Mobile’s TD out to chip shipments are still enlarge them month by month this year, MediaTek’s competitive posture in the TD will not be much change.

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