What about the exhibition? -Advice to Leo

Often with the industry to talk about the exhibition, talk about Wu Ping, Lili Tour, although this year, the good news of the exhibition has increased a lot, Lili Tour relative to Wu Ping is also more concerned about the company's internal management, and Samsung in the RF chip cooperation shipments have more than tens of millions of pieces of gratifying, and China Mobile in the TD information terminal cooperation progress is CMMB also has begun to supply, but in many industry, these results do not guarantee that the future good industry, the exhibition should also be better than the present.

, CEO Li Li (LEO)

For MediaTek, it is a dream to be able to work with multinationals like Samsung, but the old Yao to say that the company should not focus on companies such as Samsung cooperation, and Samsung cooperation is the exhibition can be famous, but for listed companies most concerned about the profits may not be comparable with the cottage factory cooperation, after all, with large companies, Product margins are much lower.

Thousands of Chinese mobile phone design companies, most of them using MTK solutions, are not the design company engineers unpatriotic, but relative to the exhibition solution, MediaTek's program is more turnkey, more mature, the use of the exhibition of the project needs to be the strong support of the exhibition, as a company with only hundreds of people , the exhibition can support the manufacturers, after all, limited, so the design of their own plan is more mature is the fundamental.

A few days ago met a classmate from the United States, a few years ago will start a wireless company to sell and MTK, has worked in MediaTek for more than two years, the old Yao also really have the opportunity to understand the beginning of MTK, in fact, MediaTek into the mobile phone chip market at the beginning is not more than the current The reason for MediaTek to launch the turnkey scheme is also because its chip design does not highlight the need for software to make up, so the beginning of MediaTek only software developers have hundreds of people, MediaTek's software investment to ensure that the turnkey model, but also created MediaTek in with Ti, Infineon and even NXP and other companies in the competition to stand out, now because of the contrast of MediaTek, the industry has some people think that the baseband chip quality is not good, in fact, to look at the old Yao, rather than the software as MediaTek, so the exhibition should vigorously strengthen the input in the Software field, As soon as possible to launch their own turnkey solution, so that more mainland mobile phone design companies can use their own chips, compared to Samsung, such as cooperation, old Yao think that more urgent to increase software investment, but also more favorable.

China Mobile is still sucking up to MediaTek's investment in TD. Not only the sadness of the exhibition, but also the sadness of China's movement, people do not want to increase investment, but also to provide subsidies, it is better to give this money to the exhibition more appropriate, but as the exhibition should see the future of TD first in the data card, and not the information terminal, At least from the current market reaction, the data card market a bright, TD information terminal is not necessarily, do not think that China Mobile's new business will be successful, in fact, China Mobile new business success is not much, to see the current MMS, Java games and other business will be at a glance, To bring the data card business up to MediaTek is vastly wrong, the TD is located in the information terminal is not appropriate, the exhibition should increase the data card business investment and as soon as possible with data card manufacturers such as ZTE, Huawei Cooperation, TD mobile phone at present, although Lenovo and other companies are also far from enough, if the exhibition in GSM Turnkey plan on the backwardness of MediaTek, the exhibition has the opportunity to seek the initiative on the TD.

The mainland issued 3G license for us to provide opportunities, but also brought more challenges, because the more opportunities, the more traps, in the face of TD, WCDMA, CDMA2000, the company's strategic focus on TD and GSM, more and more signs that TD will not lose at least, At the beginning of the exhibition in TD investment also to the harvest of the season, do not let MediaTek at the last minute to rob their own labor results.

Said TD has the opportunity not only for China Mobile's largest and strongest, but also because of China Mobile's overall planning, including OMS operating system and mobilemall application download platform, but also because of the 2009 local IC manufacturers, especially processor manufacturers breakthrough, There are already Heiss and Rui-core micro-solutions for smartphones, as an application processor vendors, because of the existence of competition with MTK, in the baseband cooperation is to find a third party, the current use of the NXP is the baseband chip, Rui core micro-specific cooperation with the old not clear, But as soon as possible with Heiss and Rui Core Micro cooperation for the exhibition is very important, from the current market analysis, regardless of Heiss or Rui Core micro are likely to rise in the AP market, the exhibition should not be this opportunity to NXP or other companies. If it is said that the current software overall ability to enhance the need for time, concentration and Heiss and Rui-core micro-cooperation should not be difficult, it can be done.

After years of development, to show the baseband chip, RF chip as the core, coupled with RDA FM, PA, Geco micro-camera, DSP and Aiwei D-class audio amplifier and other local chips, through with Heiss, Rui-core micro-and other AP manufacturers to cooperate, Completely can launch a completely localization of mobile phone turnkey solution, not only to the exhibition, to China's domestic integrated circuit industry is a great promotion, the exhibition should sidelines this local alliance do well, do strong.

Turnkey, cottage, local cooperation, strengthen the base belt business should be the current focus of attention and investment, as for the cooperation with Samsung, information terminals should not become the company's business core, in addition to the old Yao, many people concerned about the exhibition so think. (author, Lao Yao)

Old Yao Related blog article: Wu Ping times the work of the exhibition and over 70 million U.S. dollars knock open Samsung mobile phone door, MediaTek lost territory China Mobile rejected the iphone, because OPhone is about to release April 6 Bird's Nest Northern China Science and Technology Museum fire scene OPhone the eight hot applications Which IC design companies in the CMMB competition in the breakout? What about godson? --to the godson of the proposal Qiao Xing acquisition Freescale Wireless division is a false news mobile occupy the initiative, TD get the best start

Tags: Exhibition, Lili Tour, Wu Ping, Heiss, Rui-core micro, MediaTek

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