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daleste
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re: Insufficient baseband chip supply hurting LTE smartphone sales
daleste   6/4/2012 12:44:26 AM
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Hi Joe. No, I would say that this is normal in the industry. The component makers are usually at a lower margin than the final product makers for consumer electronics. There may be some exceptions, but it is a supply and demand market. It will stay this way as long as the customer is driving the supplier. Note that the final consumer has little impact.

anon3860072
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re: Insufficient baseband chip supply hurting LTE smartphone sales
anon3860072   6/3/2012 8:15:30 AM
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Please be aware that only Apple is making 50 or more points of margin. HTC, Nokia, Samsung, LG, Lenovo, Motorola are either losing money or making peanuts in comparison.

Joe Spisak
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re: Insufficient baseband chip supply hurting LTE smartphone sales
Joe Spisak   6/1/2012 5:43:51 PM
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28nm capacity is definitely an issue but I believe yields at this point aren't stable either leading to an artificial lack of capacity.

Joe Spisak
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re: Insufficient baseband chip supply hurting LTE smartphone sales
Joe Spisak   6/1/2012 5:41:51 PM
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Howdy stranger! BTW, this is the case in every segment where the semi supplier is fighting for 30 points of margin on components and the end OEM like Apple is making close to 50 points of margin on the end product. Something is wrong here..

CityChipMan
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re: Insufficient baseband chip supply hurting LTE smartphone sales
CityChipMan   6/1/2012 10:33:47 AM
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All the potential suppliers use TSMC for Foundry capacity. The problem is that TSMC doesn't have enough 28nm capacity for Qualcomm multimode let alone any of the others. This is why TSMC recently hiked their capex plans for 2012.

sdfs
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re: Insufficient baseband chip supply hurting LTE smartphone sales
sdfs   6/1/2012 3:57:46 AM
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How far away are other Asian suppliers Hisilicon/MTK/etc from commercial multi-mode LTE?

cedricfau
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re: Insufficient baseband chip supply hurting LTE smartphone sales
cedricfau   5/31/2012 9:38:07 PM
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This is why Samsung signed on with ST-Ericsson recently.

daleste
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re: Insufficient baseband chip supply hurting LTE smartphone sales
daleste   5/31/2012 2:59:03 AM
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There would be other suppliers of these devices if the if the handset makers had not run them out of the business. They created their own demise.

Kinnar
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re: Insufficient baseband chip supply hurting LTE smartphone sales
Kinnar   5/30/2012 8:11:47 PM
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If only one player is there in the entire market, this situation was expected to happen. Some other company will have to design the base-band chip sets to over come this condition.



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