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Winners, losers in cell-phone baseband biz

7/9/2010 11:15 PM EDT
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elctrnx_lyf
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re: Winners, losers in cell-phone baseband biz
elctrnx_lyf   7/12/2010 4:15:54 PM
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Even with the advanced technologies like 3G-WCDMA and 4G-LTE are already in implementation in most parts of Europe and USA, there is still a huge demand for the EDGA base stations in India. This is because majority about 95% of the subscribers in India use the mobile for voice communication. Even now there is a huge competition among the mobile phone makers to provide the low cost mobiles and serve the demand. As per the recent study in India 10million phones are sold per month. So there is more pressure on the base band chip companies to bring out products with much more integration and enable the mobile companies to simplify the design and reduce the time to market. But one interesting thing is every week I hear a new company releasing mobiles :)

Sanjib.A
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re: Winners, losers in cell-phone baseband biz
Sanjib.A   7/10/2010 5:57:59 AM
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I agree with Dave that it is time consuming and expensive to upgrade the exiting infrastructure to support newer technology. I'm from India and you might already be aware about the news that the 3G spectrum auction for allocating bands to the service providers completed just a month ago. This part of the world is lagging a bit. Though the 3G service is not available from all the service providers yet, the 3G capable handset consumption has started to pick up sometime back.

kdboyce
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re: Winners, losers in cell-phone baseband biz
kdboyce   7/10/2010 5:20:04 AM
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Also, often the older technologies have benefited from successful cost reduction programs, as well as integration, which allows quicker and lower development cost design ins for a larger number of models. As long as the market exists, which is also a function of the costs to provide products for, then you will see this type of response. Suppliers need to find ways to extend participation in such markets while actively ensuring their future positions as the technologies advance.

Dave.Dykstra
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re: Winners, losers in cell-phone baseband biz
Dave.Dykstra   7/10/2010 4:53:27 AM
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Very interesting. This article serves to remind us that the "old" is often where the action is even though we understand the benefits of the newer technology and would like to believe that is where we should be focused. Often the older technology must continue to be supported and even improved for some time before the the new technology can be fully adopted. Simple economics plays a pivotal role since it is seldom easy, and very often expensive, to adapt the existing infrastructure to the newer technology.

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