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junko.yoshida
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Re: A big move
junko.yoshida   11/27/2013 4:35:21 PM
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We are now beginning to see more about how China wants to play this...  See the story below.

China investigates Qualcomm

http://www.eetimes.com/document.asp?doc_id=1320218&

junko.yoshida
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Re: A big move
junko.yoshida   11/27/2013 4:33:03 PM
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@KB3001, I am with you on this. I think we are all weary. And yet, the consolidation among China fabless was something that was in order for some time.

KB3001
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Re: A big move
KB3001   11/18/2013 2:53:55 PM
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I am very wary about politically motivated mergers and acquisitions though. They all tend to end up badly, sooner or later...

junko.yoshida
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Re: New Spreadtrum vs MTK
junko.yoshida   11/17/2013 3:33:47 AM
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Rick, it is true. It's taking far too long.

But in reality, I suspect that MTK has accomplished half its mission: By presenting itself as the CE chip giant of the future in the global market, it already killed off a lot of potential competitors, I believe. 

 

rick merritt
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Re: New Spreadtrum vs MTK
rick merritt   11/17/2013 1:58:31 AM
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@Junko: Interesting about Mstar/Mediatek:

This is taking far too long. I wonder if China is playoing politics. Pushing its colnsolidation forward while holding Taiwan's back. I may be giving China's bureaucracy credit for being more organized than it reall is!

junko.yoshida
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Re: New Spreadtrum vs MTK
junko.yoshida   11/15/2013 6:24:51 PM
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Just to be clear, the MTK/Mstar merger is still not done yet. They postponed its closing several times already.

With the approval of China's anti-monopoly authority announced late August, the merger finally seems to come together next Februrary.

However, that approval came with conditions, as China demanded that MStar's liquid-crystal display television-chip business must exist as a separate entity to ensure fair competition.

If the end game of the intended merger was to bring smartphone and TV technologies together, that won't be accomplished right away.

 

tektonikshift
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Sunplus + SiS
tektonikshift   11/15/2013 2:01:38 PM
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Rick,

Besides MTK-Mstar, Sunplus merged with SiS. Both are Taiwan TV chip vendors. 

Many like Novatek, Realtek, AMlogic remain independent chip vendors.

-Tek

rick merritt
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Re: New Spreadtrum vs MTK
rick merritt   11/15/2013 12:24:49 PM
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BTW, Isn't Taiwan doing a pretty good job getting its act together with the MediaTek/Mstar merger, too? It would be interesting to hear stories about any progress on that front and the outlook for further consolidation in Taiwan where there is also the trend to many small companies.

junko.yoshida
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New Spreadtrum vs MTK
junko.yoshida   11/15/2013 2:24:04 AM
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I think we need to take a look at this merger in China context. At a time when Taiwan's MTK is beating China fabless companies at their own game, it's understandable that China wants to see a stronger player than hundreds of small companies nibbling at the low end market.

tektonikshift
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Re: good deal for Spreadtrum, but far from threat to MediaTek
tektonikshift   11/14/2013 8:26:53 PM
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Rick

Good point, thanks for clarification. 

Cellular chipsets are a Kings game. Small fry need not apply. 

-Tek

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