Breaking News
Comments
Oldest First | Newest First | Threaded View
Page 1 / 2   >   >>
junko.yoshida
User Rank
Blogger
China's conditions
junko.yoshida   8/28/2013 9:39:09 AM
NO RATINGS
The restrictions placed by Chinese governments does look strict. I wonder what exactly this will accomplish. Better pricing deals for Chinese TV OEMs on TV chips they need to source, or buying time for china's indigenous chip companies to emerge before MTK totally dominates China's TV chip market?

Peter Clarke
User Rank
Blogger
Re: China's conditions
Peter Clarke   8/28/2013 10:03:01 AM
NO RATINGS
I wonder how effective this will be.

If MStar folds its handset and wireless business units into MediaTek it will leave it as a subsiduary that only does TV chips. Maybe MediaTek will just give up trying to compete with itself...and be the wireless, smartphone, tablet IC provider.

 

junko.yoshida
User Rank
Blogger
Re: China's conditions
junko.yoshida   8/28/2013 11:00:27 AM
NO RATINGS
My understanding is that Mstar has solid TV chip business in China. The reason why MTK wants that TV market segment (beyond their growing smartphone market) is that those two segments will continue to get interconnected. Look no further than Qualcomm. They too want to get into smart TV chip business.

Peter Clarke
User Rank
Blogger
Re: China's conditions
Peter Clarke   8/28/2013 11:10:20 AM
NO RATINGS
According to the Ministry of Commerce document MStar (referred to as Cayman MorningStar) has about 65 percent of the Chinese LCD TV main controller market and MediaTek has about 15 percent.

In other words the two between them have about 80 percent. If MediaTek stopped competing MStar would probably pick up most of the shortfall. 

Of course the Chinese authorities might not like that and it would not necessarily be wise for MediaTek to upset them.

One of the other conditions of the deal is that MediaTek has to report to the Chinese authorities on a quarterly basis.

elctrnx_lyf
User Rank
Manager
Re: China's conditions
elctrnx_lyf   8/28/2013 12:27:54 PM
NO RATINGS
These conditions might deter mediatek from the acquisition but still it would be great benefit for them to form a joint venture.

krisi
User Rank
CEO
$4B
krisi   8/28/2013 12:35:37 PM
NO RATINGS
$4 Billion, finally we are talking soem money...this is larger than any of the largest 5 semi deals story EE Timnes run very recently

rick merritt
User Rank
Author
Re: China's conditions
rick merritt   8/28/2013 1:25:13 PM
NO RATINGS
Methinks we are witnessing the birth of another Qualcomm or Broadcom, one plugged into one of the world's biggest emerging markets and living in the home of low cost system manufacturing.

That said, they have a lot of execution to do against some very savvy compeitors.

Peter Clarke
User Rank
Blogger
Re: China's conditions
Peter Clarke   8/29/2013 5:33:17 AM
NO RATINGS
As MediaTek already has an almost controlling interest I dont think a 5JV would make sense.

It would depend on the detail but MediaTek could end up with more than half the total equity but without overall control

Anyway a different understanding would have to be reached with the Chinese govt. as this approved plan with conditions is for a complete merger.

 

 

Frank Eory
User Rank
CEO
Re: China's conditions
Frank Eory   8/29/2013 2:03:26 PM
NO RATINGS
I was thinking the same thing -- are we seeing the creation of a Chinese Qualcomm or Broadcom?

Robert Syputa
User Rank
Rookie
Re: China's conditions
Robert Syputa   8/29/2013 8:11:13 PM
NO RATINGS
Junko, I was thinking much along the same lines as your post: it may take another 2-4 years for the LCD/TV landscape to change, however, I think the convergence of smartphones with consumer electronics devices (of all types) is now nearing a juncture where its finally ready to transform the TV. That will drive more overlap in chips and software.

The 'smart TV chip' business and mobile device chip business are being driven closer together and successful vendors must work to drive functionality across both environments.  I've called that the 'seat to the street' experience which focuses on mode of use rather than a particular device definition.  

A challenge for Mediatek will be to provide a more unified approach between to the rapidly gowing clone SmartPhone and consumer electronic markets.  That will require a greater focus on contributing to a comon software ecosystem.  

Page 1 / 2   >   >>


EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Max Maxfield

Fist Bumps & the Zombie Apocalypse
Max Maxfield
26 comments
Are you concerned about the possibility of a Zombie Apocalypse or do you scoff at the thought of such an eventuality? If the latter, would you be surprised to hear that the US military has ...

Rishabh N. Mahajani, High School Senior and Future Engineer

Future Engineers: Don’t 'Trip Up' on Your College Road Trip
Rishabh N. Mahajani, High School Senior and Future Engineer
8 comments
A future engineer shares his impressions of a recent tour of top schools and offers advice on making the most of the time-honored tradition of the college road trip.

Larry Desjardin

Engineers Should Study Finance: 5 Reasons Why
Larry Desjardin
41 comments
I'm a big proponent of engineers learning financial basics. Why? Because engineers are making decisions all the time, in multiple ways. Having a good financial understanding guides these ...

Karen Field

July Cartoon Caption Contest: Let's Talk Some Trash
Karen Field
151 comments
Steve Jobs allegedly got his start by dumpster diving with the Computer Club at Homestead High in the early 1970s.

Top Comments of the Week
Flash Poll
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)