Why can the exhibition face the food of MediaTek?

From the beginning of the Li Li CEO of the 0.8 U.S. dollars, the exhibition stock less than half a year has climbed to 4.4 U.S. dollars, although there will inevitably be the ingredients of market makers, but in the do not believe the tears of Wall Street, the exhibition of future performance expectations should be the main reason for the rise in share prices.

This period of time has been to promote the stock of the exhibition, unfortunately, because many mainland investors in the United States are difficult to purchase, from 0.8 U.S. dollars, 2 U.S. dollars, 3 U.S. dollars, even now has risen 5 times times, the old Yao still recommended, the root cause is that the old Yao think the exhibition has the strength in MediaTek account extraction teeth, from MediaTek grabbed more market share.

Non-official news, September 2009 monthly Sales baseband chip breakthrough 5 million, in Q2 's earnings, the Q3 revenue is expected at 310.036 billion U.S. dollars, now appears to break limit, the exhibition Q3 revenue is likely to exceed 40 million U.S. dollars, although in previous years Q4 for mobile phone chip sales off-season, Believe that the 2009 Q4 will maintain even more than Q3 level, pessimistic estimate 2010 will exceed 200 million U.S. dollars in revenue, such a performance forecast, I believe that the next year will not only 4.4 U.S. dollars, a breakthrough of 10 dollars is definitely not a dream.

The above only spoke about the performance of the company from revenue and anticipation, and not long ago MediaTek had announced that it would slash its main GSM chip by 15% in 2009, although MediaTek's official view of the Q4 was a routine price cut, but Q3 's looting of the market was certainly the main reason.

At present, the current phase of the GSM baseband chip compared to MediaTek cheap nearly 1 U.S. dollars, the overall plan cheaper close to 2 U.S. dollars, according to the old know that there are many mobile phone design companies and brand manufacturers began to use or already use the chip (including just released China Mobile flagship TD mobile phone Lenovo OPhone), MediaTek can, of course, take back customers by lowering prices, however, as Taiwan and the world's well-known IC design companies, especially the so-called Taiwan stock King MediaTek difficult to carry out price war with the exhibition, said the extreme some, due to the first two years of poor performance, the exhibition can accept about 30% of gross margin, on the rate of more than 60% of MediaTek , the share price will be fatally hit once it drops to around 40%.

Although MediaTek's turnkey solution has created hundreds of or even thousands of mobile design companies in China, which are likely to be the grave diggers of MediaTek's performance in the interests of the company, more than half of China's top 10 mobile design companies have already started design-in or using the show And many small and medium-sized design companies will take the opportunity to seek opportunities to turn over, every opportunity will create a group of mobile phone design companies grow and develop, just like the two years since the introduction of the Thai scene of the simulation of mobile TV to create a good idea of communication, in front of the market is always the first, and seize the opportunity of the company always get the best interests.

At present, the strength of the exhibition and MediaTek, the exhibition does not have the strength to challenge MediaTek hegemony, but MediaTek occupies more than 90% of the market share in the Shanzhai market itself is very abnormal, and not conducive to competition in the industry, but also unfavorable to consumers, the company's CEO Leo has been a strong product quality, Not only the launch of the 6600L has been in the performance price than MediaTek's 6253, after a year of catch-up, 2009 Q3 exhibition TD chip shipments will be a breakthrough million, can be said today's exhibition, regardless of the product and morale from MediaTek horns from the confidence and strength. The next two years to gain market share of 20% or more is definitely not a dream, really so the exhibition will become the mainland's first revenue breakthrough 500 million U.S. dollars IC design company.

If, for years, the exhibition lost to MediaTek, it is better to say that the exhibition lost himself to the market with MediaTek, a few years ago, the top five Shanghai mobile phone design company has discussed with the exhibition to use the exhibition plan, but did not know whether the technical reasons for the exhibition more willing to support Chantai, such as a few, automatically gave up the opportunity to occupy , now under the leadership of the Li Li, the old Yao has seen from mobile phone design company to show respect and attitude change, after all, the MediaTek is not every mobile phone design companies are willing to see and endure.

The rise in share prices is Wall Street's endorsement of the future, mobile phone design company Design-in is the recognition of the products, the 2009-year low-key does not show the silence of the exhibition, 2009 to the exhibition is doomed to extraordinary, the 2010 mobile phone market will prove this point.

Finally add that the two days on the internet, many Motorola mobile phones will be full use of the MediaTek program news, and even media support Motorola has already used MediaTek chip, whether it is really so old do not know, but one thing is sure that based on the information program Motorola Mobile phone will soon go public, Motorola's low-end handsets are unlikely to be fully based on MediaTek's plan, and perhaps the Motorola mobile phone, which has an exhibition plan, may not be listed earlier than MediaTek's. (author, Lao Yao)

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