聯發科打進 Vodafone 陣營

歐洲第一大電信服務業者 Vodafone 昨(3)日宣佈,與國內 IC 設計龍頭聯發科(2454)建立策略合作夥伴關係,其歐洲最新上市的兩款新機,將採用聯發科的手機晶片解決方案。由於 Vodafone 為全球第三大電信業者,共有 3.15 億用戶,聯發科打入 Vodafone 陣營,將快速成為該公司第一大手機晶片供應商。

本次,聯發科Vodafone 攜手讓「山寨變白牌」,其新款 Vodafone 541 將會是 Vodafone 在歐洲上市、首款具備觸控螢幕的入門機款,另一款則為傳統 2.5G 版手機,以低價多樣性取勝。由於利多加持,港商里昂證券昨天指出,聯發科的成長題材將更勝以往,以股東權益報酬率(ROE)超過 40%、2010 年本益比上看 11.4 倍,且現金收益率 5.9% 來看,本益比可望向過去 3 年平均本益比靠攏,因此將目標價進一步推升至 590 元。

樂金LG)與夏普Sharp)等品牌大廠相繼採用聯發科手機平台後,歐洲第一大電信服務業者 Vodafone 在新機發表會上宣佈,今年第四季主打耶誕旺季的八款自有品牌新機當中,有兩款將採用聯發科手機解決方案。

業者表示,Vodafone 自有品牌手機晶片以往多由英飛凌提供,而為其代工的大陸的中興華為為生產的白牌手機,則間接採用聯發科晶片,這一次 Vodafone 透過官網正式對外宣佈自有品牌採用聯發科晶片倒是頭一遭,也代表雙方未來合作關係將更為深厚。

Vodafone Extends Popular Own Branded Device Range With Eight New Devices In Time For Christmas

03 September 2009

Vodafone today announces eight new additions to its own branded consumer devices, building on the success of over 20 million handsets shipped so far under the Vodafone brand.

Patrick Chomet, Group Director of Terminals for Vodafone said: “I am delighted to be adding further diversity to the Vodafone own branded device range. From fashion-influenced mobiles to business tools, these new handsets will give our customers stylish, contemporary and great value choices.This new range of mobile phones will offer features such as a touchscreen experience and services like the mobile internet to a broad base of both European pre-pay customers and customers in emerging markets, many of whom will be using them for the first time.”

As part of Vodafone’s strategy to constantly improve the cost and efficiency of its own branded handsets, Vodafone has selected MediaTek chipsets for two of the new devices. The strategic partnership with MediaTek provides Vodafone with the opportunity to offer the Vodafone 340 camera phone at a very affordable price as well as its first entry level, low cost touchscreen device for prepaid customers – the Vodafone 541 – all without compromising our rigid quality standards.

摩根大通證券科技產業分析師郭彥麟表示,Vodafone 的作法等於將與聯發科的關係「化暗為明」,雖然市場大多已知道雙方的關係,但是顯示聯發科手機晶片的備受肯定,全球電信業者自有品牌手機市場規模已經由 2005 年的 1,800 萬支大幅成長至今(2009)年的預估 1.1 億支,顯示這塊市場夠大,聯發科未來成長潛能相當看好。

聯發科副總喻銘鐸表示,聯發科的手機解決方案已在全球超過 50 個國家與 150 個運營商完成完整路測(Field Trial),基於對效能與成本控制的嚴格要求,聯發科Vodafone 的合作不論是質與量都具備極大潛能。
 
 
工商時報 張瀞文、張志榮/台北報導

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I'm easygoing and sometimes sentimental, also can be very funny. Geek style but social. A Blogger, a Wikipedian and an Engineer.
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One Response to 聯發科打進 Vodafone 陣營

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