4G當道,人人搶進基頻領域,熱鬧非凡。
看好MTK在中國市場的未來發展潛能,華爾街分析師唱好其成為基頻市場的二當家。
Dominant share in local markets (China / Asia) positions MediaTek to benefit from stronger Local unit growth vs. Export. Growth in China will be bootstrapped to LTE as 3G hands the reins over to LTE over the next few years. The largest OEMs in China (Lenovo, ZTE, Huawei, and Coolpad) are all current customers […] We expect MediaTek to be ready with an LTE thin modem (MT6590) in 1H14, ship its first LTE SOC (MT6595) mid-year, and sample worldmode chipsets in 4Q14.
Others have struggled and the path to certification is not easy. If they do succeed, our estimates are likely to prove very conservative given
their existing relationships and large customer footprint in China. Currently sampling a 5-mode LTE thin modem (MT6590) with shipments in 1H14. However, we see
a tough comp against Qualcomm’s thin modem (MDM96x5) given their time to market advantage.
- Patrick Wang of Evercore Partners
看法與digitmes線報相左,不過MTK在國際品牌客戶的進展的確醒目,雖然多是針對中國或新興市場的機種。
