Watch out Qualcomm, Broadcom and AMD. MediaTek’s bid for MStar vaults the Taiwanese chipmakers into fourth place by fabless (that is, designing and selling the chips, but not actually making them) sales. If they can redeploy their research and development overlap and use MediaTek’s market-creating savvy, they could just pose a threat.
高通(Qualcomm)、博通(Broadcom)和AMD超微公司要留神了。联发科(MediaTek)对晨星(MStar)的收购要约,令这家台湾芯片商一跃成为Fabless芯片(即设计和销售芯片,但并不从事芯片制造)销售排名第四的公司。如果他们能重新部署重叠的研发资源,并利用联发科在开辟市场方面的精明,他们很可能构成威胁。
MediaTek’sreputation rests on its innovative packaging of full chip “solutions to Chinese makers of cheap phones. After the early iPhone knock-offs, this spawned the legitimate low-cost smartphone industry that has overtaken the high-end market by sales globally. MStar competes (poorly) in phone chips but its strength lies in the television market.
联发科的声誉缘于其为中国廉价手机制造商提供创新的一站式芯片整体解决方案。在早期仿制iPhone的山寨版手机之后,这已催生了合法的低成本智能手机行业,在全球销售上已超越高端市常晨星也参与手机芯片竞争,但表现不佳,其优势是在电视机市常
The financial rationale for the merger is simple: keeping up with the Americans is expensive. In its China-leading profits heyday in 2007, MediaTek generated $9 in sales for every $1 spent on R&D. Now it gets $4, in line with the biggies. Operating margins have tumbled from two-fifths to about 14 per cent – still double that of AMD, but only half of Qualcomm. MStar, meanwhile, is still getting an impressive $6 for every R&D dollar. The challenge for the new company will be retaining and refocusing more than 1,000 handset-focused engineers (Nomura estimates) on next-generation projects.
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