Christian Louboutin Rolando Pinch Toe Pump Black MediaTek Qualcomm 3G chip patte
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[Communications industry, according to Reuters, Analysts have participated. In order to restore the confidence of foreign circles, MediaTek chairman Tsai Ming-Kai newly appointed CFO with much care, all questions of foreign analysts
five hours fierce side bullish
legal only every other day to buy ultra-forty-eight
MediaTek's analyst day meeting, opened by the nine in the morning to the afternoon two point and a half, five and a half hours of full open, the analyst day meeting the next day MediaTek shares rose five. Thirty-four%. However, foreign investors are still selling over one thousand five hundred and one,Christian Louboutin Rolando Pinch Toe Pump Black, but the investment trust and dealers to buy over the one thousand five hundred forty-nine.
In other words, Tsai Ming-Kai passionate show in the analyst day, although by foreign analysts to show a full sincerity, but so Taoxintaofei Tsai Ming-Kai, the final result only in exchange for the three legal The next day forty-eight net bought a sympathy vote.
in MediaTek's Analyst Day meeting, though handing out multi-channel Tsai Ming-Kai dishes, including last year's successful entry into South Korea's LG (LG) and Motorola (Motorola) supply chain, in the year feature phone will launch 3.75G (feature phone) baseband chip MT6276, and support the Android platform 3.75G smart phone (smart phone) baseband chip MT6573, the second half of the mass production stage.
ram this year is the tablet computer, MediaTek MT6573 will also use the R & D infrastructure, the introduction of ARM architecture applications processor, is expected to be MediaTek scored tablet computer processor market, the killer application products.
new theme problems
3G chip shipments this year, is still limited
but the beef looks delicious, but still not favored by foreign analysts. Daiwa Securities head of research at technology industry in Asia Ming Chan in the report that this year is the MediaTek Analyst Day held since the product roadmap and market strategy of a transparent, such as 3.75G chip execution enough, smart phone business strategy is very clear.
But Ming Chan pointed out,Christian Louboutin Yolanda Suede, including MediaTek coche into the flat-panel computer processors, etc., most of the bullish theme, must wait until next year before fermentation, and this year, white card smart phone supply chain The environment is not mature, it is difficult to increase its smart phone baseband chip shipments, and therefore did not push up the price of power.
this point of view, although the estimate MediaTek mobile phone chip shipments this year will reach more than five hundred fifty million units, representing growth of about 10%, but from the analyst day meeting as described in the , this year more than in the generation of 3G mobile phone chip shipments are still very limited, this year sales of more than Bacheng 2G generations will continue to chip-based.
2G chips decline in value of the pressure is still great
Tsai Ming-Kai admitted at the meeting, although the 2G chip price decline has been seen for generations to narrow, but there is still a great drop of pressure there. Therefore, foreign ring couplet Fake expected to remain pessimistic about this year's operation, because the fundamentals do not see a bottom reversal signs, gross margin return 五 ○% this year, more than greatly increased the difficulty, and no new themes or critical point (catalyst ) is sufficient to push up stock prices, so the
so the only way to save the stock MediaTek chip 3G products only sustenance, but equally bad way to go. November 2009, although MediaTek and Qualcomm (Qualcomm) reached a franchise agreement, but to use MediaTek chips, 3G mobile phone factory, but have to pay Qualcomm royalties.
After nearly a year and a half, even before Qualcomm 3G chips MediaTek enlarge the volume, but its business model has to learn it. Lunar New Year has just passed, Qualcomm has launched five WCDMA handsets public board, and receive, including ZTE, Huawei, Sky and many other brand mobile phone manufacturers use.
Qualcomm copy of MediaTek's business model, as long as the mobile phone factory in accordance with the public board design, the product can be listed within three months. To MediaTek in the 3G market, the progress of product development point of view, even years 3.75G chip began shipping to be finalized until the public board design is complete, the fastest thing this year in the fourth quarter. From this, MediaTek shares of stock again show the king glory IC design, I am afraid to wait until the end of the.
MediaTek there are five major challenges to be overcome!
challenge: 2G-generation chip prices fell non-stop
in MediaTek Analyst Day meeting held the same day, the Taiwan stock market after shares Morningstar semiconductor IC design and invite the domestic media also drink liquor in the past but not the tail of the dragon head, Morningstar chairman Lianggong Wei, also cast aside to meet with the media, save stock.
Morningstar has not been listed previously in Taiwan can be said that most low-key IC design company, due to confidentiality of messages home, after the market are rendered in non-listed shares of the stock market for many years king of the throne sat, may Because when the king as long unlisted shares, listed in the pre-underwriting period, the management there is still very proud, not to the media, access to professional investment institutions.
Morningstar listed last, although the three hundred yuan, but the highest price listed after the first growing all the way down, had participated in the underwriting of small shareholders, still, still scolding, Liang Gongwei During this time, should have been fully appreciate the small shareholders and the investment corporation
for media relations, Morningstar has a review system in the past. First, the media must take the initiative to contact the public relations Morningstar window, window and floor systems of public relations for the media in the past about the friendliness of Morningstar reports to decide whether to take the initiative to contact the media or other media just walk passive.
However, Morningstar's system, this set of media review,Christian Louboutin No Prive 120, let it eat enough natural bitterness, from underwriting to the market, market rumors everywhere, negative than positive, but Morningstar because self-imposed restrictions, but can not find appropriate media channel sound, rumors continued to ferment in the market and lead to stock collapse. So, Liang Gongwei now learn to deal with the media, to the positive media coverage in recent days, the results point of view, the media, please put the table to drink liquor in public relations activities, should be considered value of the fare.