China Mobile's TD chip with 30 million users is responsible for innovation
There is a view in the industry that Lianxin has in fact the ability to fly alone, but MediaTek has not yet solved the protocol stack problem. When will it be resolved? It will determine how long the two parties can work together. After all, China Mobile has put down its "ruthless words" and will develop 30 million TD users this year, a goal 10 times that of 2009 and a market that is 10 times that of 2009.
Recently, MediaTek and AoStone Technology (Suzhou) Co., Ltd. (hereinafter referred to as "AoStone") announced the signing of a strategic cooperation memorandum that will integrate the advantages and resources of both parties, and look forward to pushing MediaTek's key application technology level in 3G and B3G to a new level height.
Ao Shitong was originally not well-known in the industry. The company was founded by the former Kaiming technical director Fang Ming and partners in September 2007 with an investment of 3 million yuan. At the end of 2009, Aistron began to appear in the media's field of vision. It was rumored that Qualcomm intends to enter the TD-SCDM A by acquiring the company, but the acquisition has not been publicly concluded yet.
It is worth noting that in this cooperation, MediaTek also particularly emphasized its relationship with Datang's subordinate TD technology development company, Lianxin, and said that the two sides will continue to maintain stable cooperation. Prior to this, the industry had repeatedly heard of the "look and feel" between MediaTek and Lianxin. As China Mobile further increased its TD investment in 2010, the relationship between the two does not seem to be as "unbreakable" as described by MediaTek.
Left hand alliance Ao Shitong, right hand throws a pill
As the backbone of the development of the TD-SCDMA industry, after launching the industry's first commercial chip to enter the Olympics and supporting TD-HSDPA downlink 2.8M bps, MediaTek launched the world's first commercial H SPA chip Laguna at the Beijing International Communications Exhibition -U has entered mass production and supports large-scale commercial use of TD-HSPA in 2010.
As the commercialization of TD-SCDMA evolves, the market demands for different types of products continue to expand. MediaTek hopes to provide a market for the market through the strategic alliance with Aspire and the various technical advantages that MediaTek has accumulated in the wireless communications market over the years. Provide more abundant and diversified products with the majority of users, and work together with industry colleagues to make TD-SCDMA better and bigger.
MediaTek emphasized that Ao Shitong specializes in TD-SCDMAMODEM chip development. Other than that, there are no other details.
While cooperating with Aspire, MediaTek also emphasized that the long-term stable cooperation with Lianxin Technology is also an important factor for MediaTek's success in the TD field. "The joint venture with Lianxin to participate in multiple China Mobile terminal centralized procurement and China Mobile TD terminal special incentive fund joint R & D projects has achieved remarkable results. In the past five years, the win-win cooperation based on the respective advantages of both parties has promoted TD-SCDMA technology. Evolution and commercial market development have yielded many achievements, and this successful partnership and the progress of all cooperative projects will not change. "
Xu Zhiqiang, executive vice president of MediaTek, said that MediaTek will work more closely with Lianxin to jointly promote the development of TD-SCD MA technology towards more international competitiveness. "
On the occasion of cooperation with Aistron, it seems that the cooperation with Lianxin Technology is stable, because of recent industry rumors, MediaTek and Lianxin are about to "divide", because Lianxin Technology's own TD chip has entered the final stage. It is expected that TD mobile phones using Lianxin chips will land on the market in April and May, and MediaTek's TD mobile phone solution using its own protocol stack will also be available soon. This means that the partners will face off against each other in the market, can the cooperation continue?
TD chip development "willow dark flower bright"
Recently, at the "2010 China Mobile Communications Industry Summit and Mobile Phone Enterprise Symposium", Lu Yu, Director of the Marketing Department of the TD-SCDMA Industry Alliance, revealed that as of the end of 2009, the overall shipment of TD chips exceeded 13 million.
"The rapid development of TD terminals is mainly based on the development of the entire terminal industry chain. The development of TD chips is a very important part of it." Lu Yu said that now TD chips are rapidly developing towards high integration, and the third one was launched in 2009. Substitute products, catch up with the other two chip technologies within a year or two, and quickly reduce costs, the chip industry chain will be more robust.
She also revealed that TD chips using 65-nanometer process technology will be commercialized in 2010, which will help reduce the cost of chips, improve performance and reduce power consumption, and these factors are the difficulties that trouble TD development.
In the TD network, the main chip suppliers include Lianxin Technology, T 3G, Spreadtrum and China Post. Among them, Lianxin Technology has the largest market share.
On the other hand, there is news that MediaTek ’s revenue in January is expected to rebound and exceed the level of revenue in December last year. In addition to the continued growth of 3G mobile phone chips, smart phone chips and TD mobile phone chips this year, the growth rate also exceeded its Originally expected, the market is full of imagination for MediaTek's growth this year.
At the end of last year, MediaTek signed a CDMA and WCDMA mutual licensing agreement with Qualcomm, a mobile phone chip maker. Among them, small shipments of WCDMA chips began at the end of last year, and shipments are expected to continue to grow this year. In the TD part, China Mobile's TD users have increased significantly. MediaTek's recent TD chip shipments are indeed being enlarged month by month, and the growth rate has exceeded the company's original expectations. Since this year will be the sprint period for China Mobile's TD users, the industry has now heard that MediaTek It is expanding the amount of TD investment in TSMC, UMC and other fabs in the first quarter of this year. TD will become the highlight of MediaTek this year.
Who will be "forever friends"?
Previously, MediaTek entered the TD market through the purchase of ADI's TD department. In 2009, the combination with Lianxin occupied about half of the market. Since MediaTek itself does not have a protocol stack, the cooperation with Lianxin can be said to solve the most headaches. .
There is a view in the industry that Lianxin has in fact the ability to fly alone, but MediaTek has not yet solved the protocol stack problem. When will it be resolved? It will determine how long the two parties can work together. After all, China Mobile has put down its "ruthless words" and will develop 30 million TD users this year, a goal 10 times that of 2009 and a market that is 10 times that of 2009.
There are no eternal friends and no eternal enemies. Although Xu Zhiqiang indicated the relationship between MediaTek and Lianxin, the industry does not seem to have taken it for granted, and even believes that even if the two parties break up, it is reasonable.
As early as September 2009, Taiwan media reported that China Mobile and MediaTek will establish a joint venture in the mainland to jointly produce TD-SCDMA terminal chips.
China Mobile hopes to establish a joint venture to bypass the terminal manufacturers and directly develop the customized chips needed by MediaTek to help China Mobile provide more value-added services on TD; in return for MediaTek ’s full support, China Mobile is focusing on the 3G procurement And 2G mobile phones will also give priority to the use of MediaTek chips.
At the time, a MediaTek spokesman said, "There is no such investment case in the near future, and it is purely general cooperation with China Mobile." But to this day, the speculation is still circulating in the industry, and has triggered another layer of speculation-China Mobile and MediaTek are waiting for MediaTek's protocol stack.
Although this claim has not been confirmed by China Mobile and MediaTek. But what is certain is that MediaTek's layout on TD is accelerating.
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