Qualcomm via exhibition in TD "First arch a pawn"

Two years after Cheng Jurong TD tried business, the Chinese had 3G standards of independent intellectual property rights, and so came another belated foreign manufacturer, Qualcomm.　　May 24, the reporter learned from reliable sources, Qualcomm has a few days ago with the Exhibition Communications Co., Ltd. (hereinafter referred to as "exhibition") to reach a cooperation agreement, the two sides will cooperate in the development of TD chip.　　By the end of last year, Qualcomm's chip shipments accumulated more than 5 billion pieces, especially in the CDMA domain has a core patent, so that its communications chip market in the net profit and operating profits are ranked first in the industry. "In the short term, TD's benefits to Qualcomm are limited," he said. Layout TD, Qualcomm is more focused on the future of China 3G market.　　"Isuppli China research director Wang told the newspaper reporter.　　Undoubtedly, Qualcomm's joining will further enhance the TD camp's strength. "In order to develop TD, Qualcomm started recruiting a few months ago," he said.　　"A former T3G staff revealed that many of the original T3G employees were Qualcomm" digging horns.　　According to the reporter understand, in the TD Chip research and Development, Qualcomm did not take an independent development model, but the choice with China TD chip supplier exhibition cooperation. As the first to design a TD-SCDMA chip manufacturers, the exhibition in the field of TD Research and development has accumulated quite abundant.　　Especially in the low-end TD mobile phone market, the exhibition chip occupies a considerable advantage. "The co-operation between Qualcomm and the exhibition was quietly launched at the end of last year," he said.　　"There is a dedicated team within the exhibition to work with Qualcomm," a source close to the partnership said. According to our correspondent understand, this Qualcomm and the exhibition cooperation is TD-HSPA chip, belongs to TD-SCDMA evolution Technology. "The mode of cooperation should be the exhibition for Qualcomm to do design work."　　"These people said that if the progress is smooth, the end of Qualcomm's TD chip is expected to be shipped." "As a U.S. listed company's identity and background, it is suitable to cooperate with Qualcomm."　　Wang that through cooperation with the exhibition, Qualcomm can quickly cut into China's TD market at the lowest cost.　　In fact, on May 24, Qualcomm announced a millions of dollar investment in Shanghai to set up its second research and development agency in China.　　According to our correspondent understand, unlike Qualcomm in Beijing's CDMA research and Development Center, Qualcomm Shanghai Research and Development Center will be based on 3G chip research and development, which for the Chinese market TD chip, will be its research and development focus.　　Qualcomm Good? As early as last November, Qualcomm CEO Paul Yas has disclosed in Hong Kong, plans in 2010 to launch a Chinese local 3G standard TD-SCDMA chip.　　Since then, high-level Qualcomm in different occasions, have shown the willingness to enter China's TD chip market. One of the background of Qualcomm's foray into TD is its willingness to "show good" to the Chinese government. "There are communications industry analysis, as China's independent research and development of the 3G Standard, TD-SCDMA mainstream chip suppliers only core technology, T3G, exhibition three, the upstream industry chain participants are less, has been for the industry partiesWorried. In this context, China Mobile executives have repeatedly lobbied the major foreign chip, terminal manufacturers support TD.　　This, the world's largest provider of communications chip Qualcomm into the TD Chip camp, will enable high-end TD chip industry to further strengthen the power.　　In addition, the reality of China's 3G market is also Qualcomm, the WCDMA chip giant, to join the TD is an important reason.　　According to the forecast data from isuppli, the 2010 China market, TD chip shipments will be more than 30 million pieces, of which TD mobile phone chip shipments will break 15 million, higher than the WCDMA mobile phone chip 10 million shipments of the expected. "From the 3G mobile phone, TD will be the first to start." Wang believes that China Mobile's strong subsidy to TD terminals will greatly stimulate the sales of TD mobile phones.　　Earlier, MediaTek, another big communications chip giant, said that MediaTek would give priority to TD in China's 3G market. But the reality is that TD has a big growth outlook in China, the world's largest mobile phone market, but the TD market remains relatively small relative to the layout of Qualcomm in the global market. "Qualcomm cannot devote too much resources to the TD market." Choosing a partner will be a shortcut.　　"Wang analysis. Last November, once outgoing Qualcomm wanted to purchase Suzhou Ao Tong, into the TD's research and development. Ao Tong for the original Kaiming team was founded in the TD Chip research and development field quite accumulated.　　But in the end, it ended up with AO and MediaTek, and eventually Qualcomm chose to work with the team.　　Layout TD Follow-up evolution from the ISUPPLI data show that the first quarter of this year's domestic TD chip market, core technology shipments of about 3 million pieces, t3g about 3 million pieces, the exhibition about 2 million pieces. "TD Chip suppliers have already set the pattern, the future should be three points in the world." "Wang analysis, in fact, in the TD-SCDMA field, Qualcomm does not have much technical accumulation."　　And in the relationship with the operators, Qualcomm is more in the CDMA field with China Telecom cooperation, in the WCDMA field with the Chinese unicom cooperation, and mobile has not too much cooperation experience.　　Wang that Qualcomm's entry, the existing TD chip market pattern, will not be much change. A general speculation in the industry is that Qualcomm enters the TD field, and more will be combined with its own advantages. "The future Qualcomm may launch, support WCDMA and TD dual-mode 3G chips, for the high end of the market."　　"There is an analysis of the industry, TD users are restricted to go abroad is currently a market" soft rib, but the market size is limited. But another real dilemma is that in the initial stage of China's 3G market, the marketing of 3G terminals relies more on operator subsidies. "WCDMA and TD dual-network models, obviously with the interests of operators."　　"The above analysis. In fact, revenue from China's TD market is negligible relative to Qualcomm's tens of billions of dollars of revenue per year worldwide. "Into the TD, Qualcomm more for the nextOn behalf of Td-let (TD-SCDMA Long-term evolution technology) for layout.　　"Wang analysis. This reporter learned that for this year, China Mobile in Shanghai Expo Park construction LTE experience network, in addition to the traditional three TD-SCDMA chip manufacturers, MediaTek and Qualcomm have invested in the LTE chip market.　　Another source said that China Mobile this year's LTE test will cover three cities, 100 base stations, chip manufacturers on this very positive, MediaTek, Qualcomm, Granville Group's Wei Rui Communications, Marvell and so are interested in the LTE chip market. Wang analysis, through the cooperation with the exhibition, will be Qualcomm in the field of TD-SCDMA accumulation of technology and channel resources, "to the Td-let market mature, Qualcomm may own development."　　But that claim was not officially confirmed by Qualcomm. May 24, our correspondent on the Qualcomm Research and development of TD chips, Qualcomm and the exhibition two companies, both said they declined to comment.