The real rival is not MediaTek.

Since 2009, with the revival of the exhibition, MediaTek's unprecedented emphasis on and repression of the exhibition, MediaTek recently announced a substantial price reduction, but not for all customers, only now or are ready to use the exhibition plan of the big customers, although MediaTek sees the exhibition as a potential threat, The true rival of the exhibition, he thought, was not MediaTek, but himself, telling several reasons:

1, in fact, the chip cost of the exhibition is not much different from MediaTek, so do not worry about the price of MediaTek is suppressed, really dozen prices war, the loss is definitely MediaTek, from the earnings analysis, MediaTek baseband chip gross margin should be between stockpiles (overall gross margin of nearly 60%, TV chip relatively low), If the gross margin of the exhibition is well guessed, at present, it should be more than 50% (earnings report of the gross profit margin of nearly 40%, to remove the RF part), but the investment community on both the gross margin expectations and different, MediaTek once the baseband chip gross margin of less than 50%, it is difficult to support the current share price, relative even if the gross margin of There is nothing to worry about (the share price has risen to $5 trillion and still has less than 200 million dollars in market value).

2, the reason that MediaTek price is to obstruct the pace of development of the exhibition, because the current exhibition of the market expansion is mainly concentrated in the big design house, in the country thousands of IDH accounted for less than 5%, in 200 teaching aids in the scale of the IDH accounted for a small proportion, So MediaTek's price cuts for companies that use the exhibition plan are mainly market strategies.

3, the reason why there is no large-scale promotion is very sensible, after all, haste, hasty promotion may cause uncontrollable consequences, once the support is not in place results unimaginable. Many immature bosses always hope to occupy the market quickly, but once the shop is too wide, support is not in place will soon lose all of the customers, in addition, due to the first two years of the downturn of the exhibition to many people in the industry, especially the design house caused a bad impression, old Yao contacted many small design House boss of the impression of the exhibition with a few years ago changes are not big, even if some have seen Leo also very difficult to change in a short period of time, the show a slight operation error may be worse, Leo is now a little bit of a nibble on MediaTek's market strategy is very sensible, let the market speak more than This should be the basic reason why the 2009 is very low-key.

4, compared with MediaTek, the exhibition is small, in many areas such as technical support, development environment, the size of companies, such as large gaps, product quality and price in the competition of different scale companies is not the most critical, many of the current use of MediaTek E-service system customers have a unique advantage to MediaTek, in fact, relatively high Qualcomm service system, MediaTek is a long way off, so it's important to really beat MediaTek to improve its level and better serve its customers.

To sum up, the competition between the exhibition and MediaTek is actually the internal force of the competition, the exhibition's internal forces to improve how much, it can rob how much market share, rather than more concerned about competitors, than more concerned about their own. Leo's performance improved after taking office, and the management level of the exhibition is closely related to, in turn, Leo's ability also determines how far the future can go, and MediaTek's relationship is small. (author, Lao Yao)

. Hot posts this week Shanghai Zhuo Sheng Micro Front desk mm: Becky (Shenzhen-An-kai front mm:sunkist to create a visual monopoly CMMB supply, TD will be the next year IC field is expected to add 10多位亿 RDA to integrate the core, wisdom of the real opponents of the exhibition is not MediaTek Core Sheng won a big single, is crazy recruit The charm of the technology front Mm:joy Jie Beijing Enterprises Why the flight of Huawei is really black? It's a foreign company. Today's Hot posts biography Beijing June is the CEO won the annual venture up to the current TD Terminal shipping summary IC China 2009 about the release of the 2009 national encouraged by the IBM clarification cell termination of the old Continental MCU market originally, TD Mobile phone out of stock is a Taiwan product TD-SCDMA mobile phone sales to see 4 next year, Intel is about to the Atom processor Motorola in the male user brand


Let's go. Hot news this week Indians saw the Indian War: Nehru's strategy. (pictured) who pushed back the Sangui? Chen Yuan is just a. (picture) Stubborn Peng Dehuai Why finally lost and Mauze. Zhang Xueliang has 11 mistresses in his old age. (photo) November 23 IC concept unit: Fudan rose 8 slightly. (pictured) Why Americans say they smell Chinese food in North Korea. Gao: The 1937 Liu Shao supported by Mao Zedong. IC Design short-based ebook chip. China's first high-definition video chip next month in Chongqing. Dai Li and Zhou in the end there are many. (fig) Old Yao today hot news Datang's famous Wang Zhongsi: Tens of thousands of lives. November 25 IC Concept stocks: Torch force rose 2.54. (figure) MediaTek's broadsword, cut off the cottage machine market. Search for the Republic after the top ten: willing to farmers. Google free navigation services on the road PND. (figure) Taiwan accumulation of TD capacity Mainland want to pack a total of calamity: 1944 100,000 blood Knowledge green. Wafer Foundry, seal testing plant in the large levy. Editorial point: Apple will remain in the CE market. Forecast the most popular consumer action of the 2012.


Microelectronics Encyclopedia

Tags: exhibition, MediaTek

Old Yao: Integrated circuit community-to know the semiconductor dynamic, speed Laoyaoba "copyright notice": This article for Old Yao Original, welcome to reprint, but must be marked "Source of information: Old Yao" and other relevant information (author name, etc.), and retain the original link.