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China fabless: RDA for sale at 'fair price'

3/26/2013 05:01 AM EDT
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sranje
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re: China fabless: RDA for sale at 'fair price'
sranje   3/27/2013 4:03:56 PM
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Very interesting views of Messrs. Tai and Li of RDA and Spreadtrum - thank you Junko. RDA is now a leading vendor of silicon-integrated feature phone basebands (BB + XCVR + PMU + WLAN + BT) and RF PAs -- about $500M+ run rate. What impresses me with the fast growing mainland China IC vendors are their enterpreneurial and innovative approaches, including in IC packaging. One can be certain that RDA will soon be a major user of low-cost high-performance wafer-level solutions, leading, like Spreadtrum, the industry transition from wire-bond to wafer-level packaging. All are warning signs to their global IC competitors in the fast changing mobile landscape.....

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