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The author:(作者)qqpublished in(发表于) 2014/6/4 9:09:00 Qualcomm mediatek yitong River’s Lake， twin Giants came，
Qualcomm mediatek unity of rivers and lakes, era-double giant Broadcom, Qualcomm, mediatek, mobile phone chips, baseband chip-IT news Qualcomm mediatek unity of rivers and lakes, double majors era
Once-bustling mobile phone chip business is rapidly cooling, following Texas Instruments announced after leaving, Broadcom also was taken aback.
On June 2, the United States listed Broadcom Corporation announced that it would relinquish its handset baseband chip business, seeking to sell or shut down. Due to give up the business expenditure savings of 700 million dollars a year for the company, this news stimulated Broadcom's share price was up more than 10%.
Smartphone shipments of explosive growth has promoted chip companies such as Broadcom, Texas Instruments's mobile chip business rapidly. But with the coming of 4G, mobile phone chip market concentration trends began to emerge.
The industry believes that, after Broadcom, may also have more firm exits cell phone chip market.
Broadcom de Tester footsteps
In October 2012, the Texas Instruments chip companies first announced its withdrawal from the fierce competition in the mobile phone chip market, instead focusing on other markets. At the time, shipments of smart phones are still rising sharply, but gross margins are too low or is Texas Instruments chose to give up.
After 1.5 years, the same reason why Broadcom also opted out. In the announced withdrawal from the mobile phone chip market after, Broadcom's share price was up more than 10% US stock trading day on Tuesday. It is clear that expenditure savings of 700 million dollars a year, still impressed Wall Street.
"Mobile phone chip investments growing on Wall Street's performance under pressure Broadcom to make decisions such as normal. "ISuppli semiconductor Chief Gu Wenjun, an analyst said, depends on a number of factors such as model standards, intellectual property rights and the production technology, mobile phone chip business also faced a growing challenge, Broadcom exits were not unexpected.
Prior to the announced withdrawal from the mobile phone chip market, Broadcom is actually for this part of the business has a lot of ambition. In anticipation of the coming of 4G, the company has spent $ 164 million acquisition of Renesas Electronics Corporation's LTE assets, based on research and development of 4G mobile phone chips.
But as the LTE chip research and development, and the resulting costs begin to rise sharply. In 2013, annual report, Broadcom indicated that due to increasing investment in 4G mobile phone chip business, mobile and wireless business operating profit was falling sharply.
Annual report shows that 2012 Broadcom implementation of mobile and wireless services revenue $ 3.809 billion, operating profit of $ 561 million in 2013, the portion of our business to achieve its revenue to 3.919 billion dollars, with operating profit plunged to $ 365 million. Significant cost growth, could eventually lead to Broadcom made up my mind, withdrawing from the mobile phone chip market.
"Wall Street is actually quite disgusted handset baseband chip chip companies do business. "Mobile phone League Secretary General Wang yanhui of China told Sina science and technology, United States ADI (52.47, 0.10, 0.19%) semiconductor technology a few years ago, the company has been under pressure on Wall Street to sell baseband chip business, because it will significantly drag down the company's overall businesses gross margin.
Disk access problem
Texas instruments and then exiting the cell phone chip market, Broadcom is now also looking for offer of challenges faced. According to the present position, optional companies can offer botongji chip is not much.
CodyAcree Ascendiant capital firm analyst said yesterday that Intel may buy Broadcom base-band mobile phone chip business. But it seems to perennially concerned Wang yanhui of the chip industry, which is highly unlikely. "Intel and Broadcom handset baseband chip business is not very complementary. "He said.
Information shows that Intel has acquired Infineon's wireless communications chip business, with the formation of "Intel Mobile" sector, also in research and manufacturing base-band chip. Currently, Intel has introduced integrated baseband processor Intel ATOM series, available for smart phones and tablets.
Smartphone chip, which is generally divided into the baseband and application of two kinds of chips, former mobile phone and data features, which is primarily responsible for running application software, multimedia, data, document processing and other work.
According to informed sources who declined to be named, Broadcom intends to sell mobile phone baseband chip business to National Tsinghua Unisplendour group, but negotiations appear to have been a breakthrough. Unisplendour group has acquired by Spreadtrum Communications and RDA both handset chip companies.
Broadcom handset baseband chip business is of two major customers are Samsung and Apple . Wang yanhui, because the baseband chip business lower gross profit, Apple takeover interest will not be great, but Samsung may buy it.
He further explained that, in the mobile phone chip business, Samsung's chip business, strong baseband chip has been used another company's product.
But analysts believe more, Broadcom wants to base-band chip business to find a buyer for it. Because of the difficulty of the enterprises willing to take such a heavy "burden". Broadcom should plan for the worst, like Texas instruments, after having deserted, straight cut.
Market concentration
With the exit of Broadcom, mobile phone chip market could usher in big changes. Many people in the industry, I think, Broadcom will not be the last company to exit this market, as competition intensifies, there will be more companies falter. Eventually, the centralizing trend in the mobile phone chip market as a whole.
Wang yanhui believes that mobile phone market in the future there will be a "three poles", which includes Apple, Samsung and China Mobile phones businesses regiments. "In the future if to baseband chip business enterprise can utilize any one, survival is likely to occur. ”
He said that if this logic is valid, it enterprises, such as Marvell and Intel may face a big challenge, but Qualcomm has established advantages, mediatek, Spreadtrum and other businesses may be more promising.
Currently, Qualcomm's leading position in the field of high-end mobile phone chip laid, it had won market share in the low-end market , Spreadtrum Communications due to factors, China market, also had very good development.
Latest market research firm Strategy Analytics reported that third quarter of 2013, baseband chip in the world market, up 10.3% from a year earlier, amounted to $ 4.9 billion. Qualcomm, mediatek, Intel, Spreadtrum, and Hiromichi columns baseband chip market revenue share of the top five. High throughput with 66% revenue market share continues to be de-throned, mediatek and Intel 12% and 7% respectively in second and third places.
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