「以夷制夷」？進軍中國低價機，HTC繼年初與BYD合作後，再傳『山寨』精神，串連白牌手機最大資源的IDH - 龍旗（紅米2）及聞泰（紅米1），正面承認中國低端機市場的價值。



年出貨量逾4,000萬支的SONY，有3個中低價機種的ODM代工廠；年出貨量約2,000萬支的HTC也準備了3家，誰為強者，半年後見分曉。

PS：
獨立手機方案商很多是出自中興，如龍旗、聞泰、華勤、鼎為、優思、展英通等十數家。2012年Top 10方案商中，有五家是中興系（龍旗、華勤、聞泰、鼎為、銳嘉科），一線廠龍旗、華勤算是引領風騷。

一改過去只專注於開發旗艦機種的策略，HTC由華寶代工的MTK方案的中低價智慧機將在下一季正式上市銷售；亦擬與主營中低階白牌智慧機代工的陸廠陸廠龍旗、聞泰合作。

HTC轉盈為虧，威盛已連虧7年。「反敗為勝」，2013年是挑戰的一年，進入2014年則是可以期待的一年，王雪紅不會讓大家失望？

TSMC大將加持，acer首支4G手機Liquid S2，聖誕節開賣。


Samsung Galaxy Note 3 vs. LG G Pro vs. Acer Liquid S2

今年在台灣推出6款智慧型手機，整體銷售量達7萬支，預計明年推出至少6款手機，目標銷售量倍增至14萬支。今年全球智慧型手機銷量為100萬至150萬支，目標明年達到500萬支。
- 謝金全, acer企業客戶事業處副總經理

mtk。。。。。。下海跟山寨機拼嗎？ :jolin: :jolin: :jolin:

雖然大陸機也一堆ODM
人家規格很敢給價格又低
如果做不到的話,只會很難看

:mad: :mad: :mad: :mad: :mad:

人家紅渣店也要去對岸找人代工了歐...

應該是會賺更多... XD :laugh:

黑莓財報悽慘，分析師振奮？

Blackberry上季財報慘賠，並同時宣布與鴻海旗下富智康(FIH Mobile Limited)策略聯盟，未來五年委其代工手機。鴻海指出，與黑莓『策略合作夥伴關係新創業務』，計畫在2014年初，針對印尼等快速成長智慧型手機市場，以及包括墨西哥在內的其他新興市場，展開合作。據悉，此款產黑莓代號Jakarta的手機，由於鴻海尚未拍板印尼設廠地點，將先在富智康的中國大陸廠製造。

台媒引述MarketWatch報導，Constellation Research分析師Ray Wang指出，投資人並不是因為黑莓有救了而感到興奮，而是富士康具抬轎作價功能，將有利黑莓尋找合作其它夥伴，並順勢找機會嫁入豪門。

外媒另外指出：

Analysts are heartened to some extent by what is seen as substantially less risk to the balance sheet by making Foxconn carry the risk for handsets. That partnership should allow the company to remove some of the liability for inventory, which has led to huge write-downs for BlackBerry this year.


The five-year partnership with contract manufacturer Foxconn will remove our exposure, at least a big part of the exposure, if not a majority of our exposure, of inventory, so I’m hoping we never have to have a conversation going forward about inventory write downs.
- John Chen, CEO of BlackBerry

Foxconn will take on inventory risk and BlackBerry will pay Foxconn for each unit when it is sold.
- Michael Genovese of MKM Partners

史無前例，令人驚艷的『新創業務』模式，客戶無不趨之若鶩，預期富智康明年訂單將如雪片般飛來，營收大補。

戰場如此殺戮，強如蘋果亦折腰！

The agreement includes the lowest price that Apple has ever offered a carrier, according to a source close to the matter.
- Wan Yang of Brightwire

Happy ever after？Apple、中移動雙方修成正果，iPhone在中國是否從此一飛沖天，投資圈看法分歧，引人深思！

據稱，中移動2013上半售出6600萬支TD手機，其中九成為智慧機，而中移動亦表示提供補貼予2500萬支（約40%占比）TD手機。

Apple’s press release does not provide any color on the pricing. We are not changing our forward estimates; however, our model leaves us to think about the potential for up to +10M incremental iPhone sales to materialize into the March 2014 quarter.
- Aaron Rakers with Stifel Nicolaus

We don’t know what the pricing will be for the phone at China Mobile. While we have a high degree of confidence that China Mobile will be additive to Street numbers in 2014, we are taking a conservative approach and leaving our estimates unchanged until Apple reports.
- Gene Munster of Piper Jaffray

We have assumed a 20 million run rate of incremental iPhone demand from China Mobile is achievable, but given the lack of details on pricing, we are assuming, conservatively, 10 million additional iPhone sales in 2014 on China Mobile, or 8 million in fiscal 2014, which ends in September.
- Tavis McCourt with Raymond James

由於Apple的高單價政策，中移動對iPhone的補貼力道將是影響其往後銷售的關鍵；在定價仍未公開的情形下，部分分析師對未來中移動銷售成績仍未能下定論。

We estimate China Mobile will have less than $1.65 billion handset subsidies for iPhone in FY14 with close to 10m unit iPhone sales, and over 50% through 3rd channels without subsidies.
- Citigroup Asia tech team

We are currently modeling 12mn units of iPhone 5s and 5c sold through China Mobile channels, and handset subsidies of RMB42.4bn (including iPhone related subsidies) in FY14. This is 6.8% of FY14 total service revenue, up from RMB27bn in FY13.
- Cynthia Meng of Jefferies & Co.

We believe China Mobile will initially procure 10-12 mln iPhone 5s/5c models and will also launch the iPhone 6 later in 2014. We believe China Mobile’s subsidy rate will be slightly higher than that of China Unicom (CHU), but lower than China Telecom (CHA) […] We think China Mobile’s total handset subsidies in 2014 will be 32 bln RMB, up from 27 bln RMB in 2013. We expect total handset procurement to increase from 120 mln units in 2013 to 170 mln units in 2014.”
- Jun Zhang and Brian Blair of Wedge Partners

Apple can incrementally penetrate 7.5% of our estimate of 224M average 3G/4G China Mobile subscribers in C2014. Apple will sell an incremental 17M units to China Mobile (on top of the roughly 42M China Mobile subscribers that already use the iPhone)” in calendar 2014.
- Shebly Seyrafi of FBN Securities

iPhone units to China Mobile could be in the range of 2 million per quarter in the initial stages. While we think China Mobile can be a bigger source of iPhone sales over time, we prefer to be cautious for a couple of reasons. One reason is that there are already more than 40 million unlocked iPhones running on China Mobile’s network. Secondly, the high-end segment is a smaller portion of China Mobile’s subscriber base.
- Mark [email protected]. Morgan

Our 2014 estimates assume 10 – 15 mln iPhones at China Mobile, which would provide Apple with about 10% smartphone share at that operator at their current run rate. A large number of unlocked iPhones already operate on the China Mobile network using GSM voice and WiFi data – but since those phones aren’t able to access China Mobile’s cellular network, we think all of those phones represent potential upgrades.
- Christopher Caso with Susquehanna Financial Group

Given the entrenched iPhone population already on the China Mobile network that are candidates for iPhone upgrades, we believe Apple is well positioned to increase its market share at the carrier in 2014. We are confident that a larger iPhone (approximately five inches) will become a reality in Calendar 2014, providing further market share growth opportunities for Apple in the country . Incremental units could be as high as 24 million in calendar 2014.
- Brian White of Cantor Fitzgerald

We“feels good” about Apple selling perhaps 55 million iPhones this December-ending fiscal Q1, and another 39 million in the March quarter. We continue to see China Mobile representing ~20MM unit opportunity in ’14 (with upside to 30MM).
- Timothy Arcuri with Cowen & Co.

The value of Apple’s prospects at China Mobile are vastly undervalued. The Chinese have a tremendous demand for communications services provided by Tencent and Alibaba.
- Larry Haverty of Gabelli Funds

The need for subsidies in China is important, and how that could hamper adoption of the iPhone versus cheaper devices. Apple needs to get into other things. I think Apple should get into the play of content, and possibly buy Yahoo. They have this huge market here, but they have to get into the content and the commerce.
- Larry Fishelson, CEO of competitive local access carrier Dynalink

智慧機正火『熱』，來哈一『管』吧！

應用處理器速度有增無減，被動散熱已然無法完全紓解手機需求，降頻頻見。自今年五月中NEC-Casio全球首發熱管式水冷手機Medias X N-06E後，手機廠瞬見曙光。半年後，『熱管』效應發酵，眼見熱管手機即將到來。








source：Medias X N-06E by NEC-Casio Mobile

石墨片加銅箔的傳統散熱方式僅能有效導熱至熱源附近，在高速化的處理器與基頻普及之際，逐漸難以應對。比Ultrabook中的1~1.2mm類型更纖細的0.6mm超薄熱管，挾其更優異的散熱效率（13倍）運用在手機中，便得以依規畫布局將廢熱更均勻分流至手機表面區域，散熱成果較石墨片平均少2度。

雖然熱管的手機應用早有投入，但宥於技術門檻與良率，ODM廠未敢貿然採用。據稱，目前日系FujiKura、Furukawa與台系CCI、Tyso四廠家已通過認証並具量產能力，而熱管與石墨片兩方案的成本範圍各在US$1.2~2.0、US$1.0~2.0，差距不大，可望被大幅採用；而更先進的0.4~0.5mm類型也在開發中。

順勢而上，連手機用的超薄風扇，都有人端出來了。散熱模組的傳統產業，再現風華，CCI與Tyso股價同慶。

只是超薄熱管半年前良率僅30%，如今精進幾何？還有當年NB用熱管漏水失效頻傳的隱憂，ODM廠已然釋懷？

哇!以後帶手機去當兵,會不會連熱管都要擦得跟銅環一般亮?嗯,太冷了,洗洗睡覺去.

4,5年前
我提過手機散熱

當時不被重視,不是在pcdvd...
一笑置之