Tag Archives: chip

Qualcomm Faces Probe in China Tied to Antimonopoly Law

Investigation Comes Amid Rising Tensions Affecting U.S. Companies in Fast-Growing Market Qualcomm Inc. said a Chinese government agency is investigating the chip maker under the country’s antimonopoly law, a probe that comes amid rising tensions affecting U.S. companies in the … Continue reading

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Serial disrupter

MediaTek has burst into the market for smartphone chips TAIWAN has a paradoxical claim to fame. The island of 23m people is home to many leading information-technology companies—few of which are well known abroad. Most of the world’s personal computers … Continue reading

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Yoshida in China: How ST and Renesas blew it on mobile

SHANGHAI – Let’s face it. All along, we knew how this movie would end. The game is over for Western chip companies — except for a sole survivor and the mobile chip industry leader, Qualcomm. Earlier this week, upon returning … Continue reading

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Providing a Template to Challenge Apple

TAIPEI — In the China smartphone market, Apple has seen better days. Despite having reported record sales of the iPhone 5, the U.S. technology giant’s presence on the mainland flagged in 2012; it was pushed out of the top five … Continue reading

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Broadcom closes DTV, Blu-ray chip units

NEW YORK – Broadcom has quietly shut down its digital TV operations, including offices from Toronto to Pennsylvania to China. The closures began earlier this week (Sept. 19), EE Times has confirmed. More than 100 of Broadcom’s DTV engineering and … Continue reading

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TI buys National Semiconductor for $6.5B

TI will combine its 30,000 analog products and advanced manufacturing capabilities with National’s offerings IDG News Service – Texas Instruments announced on Monday that it has agreed to acquire National Semiconductor for $6.5 billion in an all-cash transaction. TI, which … Continue reading

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Inside Broadcom’s bid for Beceem

SAN JOSE, Calif. – Beceem Communications has a solid team and solid financials, but not exactly the right product to get Broadcom Corp. into mainstream LTE markets quickly. But given Broadcom belief the 4G technology won’t be widespread in handsets … Continue reading

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報價 1 年跌 50% 新思、義隆讓出觸控 IC 領先優勢

近一年包括觸控面板模組及晶片的價格跌幅高達 50%,讓先前以技術領先自豪的新思國際(Synaptics)及義隆電,雖然搶到了先機,卻因市場成長過快,加上公司力人不足而漸讓出領先優勢。 若以 iPhone 觸控面板及 IC 價格為指標,1 年前 3.5 吋觸控面板模組報價仍在 16 ~ 18 美元,晶片價格亦在 4 到 5 美元間。不過,時到今日,隨模組廠生產良率已有效改善,加上晶片市場競爭者如雨後春筍般冒出,目前 3.5 吋觸控面板模組價格已可壓在 9 ~ 11 美元間,晶片報價亦在 2 美元以下。 由此可見,面對觸控面板功能已全數侵入手機、NB、MP3、MP4 及 DSC 等消費性電子產品身上,甚至被列為必備功能後,觸控面板市場需求在 2009 年的大爆發及 2010 年的高成長,已可樂觀預期。 不過,相較於全球觸控面板市場需求的快速成長,原先在觸控 IC 市場明顯領先的 Synaptics 及義隆電卻沒討到多大的便宜,反而因晶片及模組價格直直落的走勢,有點將技術領先優勢拱手讓出的味道。 Synaptics … Continue reading

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MediaTek rallies as Vodafone picks chips for phones

Shares of MediaTek Inc (聯發科) rallied to nearly a two-year high yesterday after the nation’s biggest mobile phone chipmaker said European telecom operator Vodafone would use its chips for two new phones. That may take MediaTek one step closer to … Continue reading

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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,聯發科與 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。 繼樂金(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及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 … Continue reading

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