Tag Archives: Ericsson

ST-Ericsson 宣布熄燈 弱肉強食又一例

意法愛立信(ST-Ericsson)宣布解散的消息,或許沒替全球手機晶片產業帶來太多的震撼效果,但 ST-Ericsson 不斷在市場上尋求賣家,卻始終無法順利出售的現象,顯示毛利率日益稀薄及投資持續增加的手機晶片產品線,某種程度已成為各家 IDM 大廠的燙手山芋。 在「賣不掉」的警訊已提前浮現下,是否要繼續投資手機晶片產品線,已成為一些過去持續堅持「好死不如賴活著」策略的國外手機晶片供應商,近日心中最難的決定。 台系 IC 設計業者表示,其實晶片供應商的生存發展宿命,多是跟著下游客戶的生命線在走,客戶若過得好,晶片供應商沒吃到肥肉,多少也撿得到肉末,再不,也至少喝得到湯;但若客戶過得不好,則覆巢之下無完卵的命運,就會籠罩在晶片供應商身上。這一刻不是不到,只是時侯未到而已。 隨著歐系品牌手機業者勢力不斷消失的時刻,坐落在歐洲市場的晶片開發商,這幾年在全球手機晶片市佔率的表現,均是明顯下滑,一再苦撐的原因,當然是希望能找個好買家,但在買家日少、但賣家日多下,「賣不掉」已成為市佔率日低的晶片供應商,心中一個最不願接受,但卻可能是最現實的結局。 ST-Ericsson 宣布解散,顯示毛利率日益稀薄手機晶片產品線,某種程度已成為 IDM 廠的燙手山芋。圖為 ST-Ericsson CEO Hans Vestberg。法新社

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ST-Ericsson 熄燈 開啟了誰的黑暗世界?

由愛立信 (Ericsson) 與意法半導體 (STMicroelectronics) 合資成立的 ST-Ericsson,終因不堪連續虧損而宣告結束營運。對於兩家母公司而言,這是個沈重的決定,但無人願意接手 ST-Ericsson,卻是一個觀察行動通訊產業未來發展的重要指標。當三星電子 (Samsung Electronics) 與蘋果 (Apple) 都自行開發晶片,獨立供應商又形成高通 (Qualcomm) 與聯發科寡頭壟斷,一個缺乏多元競爭的行動通訊晶片時代可能已經提早來臨。 ST-Ericsson 是手機晶片業界非常罕見的合資公司,儘管兩家母公司都很有來頭,但這家晶片公司在主要客戶諾基亞 (Nokia)、索尼行動通訊 (Sony Mobile Communications) 訂單下滑、智慧型手機崛起等轉變的衝擊下,最終還是難以走出一條活路。該公司累計虧損達 27 億美元,未來將由愛立信與意法分別接手部分團隊與資產,並大幅裁員 1,600 人。 儘管未來愛立信與意法還是可以繼續發展 3G/LTE 數據機及應用處理器的業務,但因為智慧型手機平台早已走向處理器與數據機整合的趨勢,獨立數據機或應用處理器的市場空間都不大,因此,ST-Ericsson 熄燈,意味著兩家公司自此在行動通訊晶片市場的重要性將大幅滑落,甚至可能逐步淡出。 對於愛立信與意法而言,這絕對是個難堪且沈重的決定,但在 ST-Ericsson 乏人問津的情況下,也只能說是形勢比人強。 事實上,無人願意接手 ST-Ericsson 一事相當出乎業界預料。原本業界預期,ST-Ericsson 擁有多核心高時脈處理器、3G/4G 基頻晶片及整合型平台等完整產品線,應該會有國際大廠或大陸晶片業者願意接手,特別是對僅擁有處理器而缺乏 4G 數據機技術的業者而言,ST-Ericsson 的產品與專利組合應該頗具吸引力,況且 … Continue reading

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Ericsson and China Mobile make the world’s first dual mode HD voice over LTE call based on multi-mode chipsets

The world’s first dual mode HD voice over LTE call between TD-LTE and LTE FDD demonstrated Based on ST-Ericsson Thor LTE modem and Renesas Mobile’ quad-mode chipsets LTE TDD/FDD converged network infrastructure provided by Ericsson Ericsson has successfully supported China … Continue reading

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Ericsson tests LTE in extreme conditions

What happens with an internet connection via LTE/4G on board of a jet plane flying 700km/h? Ericsson’s tests reveal that 4G is robust enough to handle extreme situations. 4G is the fastest developing system in the history of mobile communication. … Continue reading

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How do you test the limits of LTE? EXTREME FIELD TESTING!

Flying LTE with 700km/h speed Ericsson research and development experts put the company’s LTE system to the test: they measured key performance indicators from the back seat of a small jet plane, while flying at low altitude in speeds of … Continue reading

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ITU holds patent roundtable

Apple, Google, Motorola, RIM, Microsoft, Ericsson and Nokia discuss fallout from smartphone wars The meeting, held at the UN agency’s instigation, is trying to find ways to let companies which own the key patents benefit from them, while preventing their … Continue reading

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Huawei sues ZTE for patent violation

Huawei has thrown a spanner in the works of rival ZTE’s mobile devices plan, suing for patent and trademark infringement in a handful of European courts. The Chinese vendor claims infringement of patents covering data card and LTE technologies, and … Continue reading

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凱明倒地 TD-SCDMA 骨牌效應才剛開始

遲到多年的大陸自有 3G 標準 TD-SCDMA,4 月才正式對消費者展開門號及手機銷售,結果晶片業者凱明就因資金無以為繼而宣布終止營運,其他多家晶片業者也被點名是下個凱明,部分外商也可能趁勢退出此行列,近來一向支持 TD-SCDMA 的大陸媒體都湧出悲觀的聲浪,產業正瀰漫一種詭譎的氣氛。 凱明的大股東包括諾基亞(Nokia)、德州儀器(TI)、普天、大唐移動及樂金電子等,都是大有來頭,最後竟然落到斷炊的命運,主要是 TD-SCDMA 商用化時程一延再延,從 2006 ~ 2007 年再到 2008 年,大家從原本的信心滿滿到後來轉趨保守,凱明部分大股東支持態度鬆動,使得凱明增資不順,向外求援也並未獲得具體回應,終於掀起此風暴。

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First Sunplus mMobile 3GPP Rel-8 (LTE) CR accepted in RAN2 61bis meeting

I heard this LTE CR is also the first one among all Taiwan based 3GPP RAN2 participators! Sunplus mMobile‘s DRX documents presented and agreed in 3GPP TSG-RAN WG2 #61bis meeting, in Shenzhen, China. R2-081879 is the original version, while R2-081997 … Continue reading

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The LTE/SAE Trial Initiative (LSTI)

The companies participating in this initiative will collaborate on demonstrating the potential of 3GPP LTE/SAE mobile broadband technologies through a series of joint tests including radio transmission performance tests, early interoperability tests, field tests and full customer trials. Joint activities … Continue reading

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