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junko.yoshida
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Re: RDA/Spreadtrum
junko.yoshida   3/28/2014 6:28:40 PM
@bankerguy, thanks. Yes, I was thinking of exactly the same thing. I need to check the expiration date for NDRC approval. Thanks for your reminder. I will keep you posted.

bankerguy
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Rookie
Re: RDA/Spreadtrum
bankerguy   3/28/2014 4:30:27 PM
NO RATINGS
When does the first NDRC approval expire, clearing the way for the next application/approval?

The stock (RDA:NYSE) moved up into the close today strongly but on low volume.  Will we see news or rumors next week?

Thank you for the article.  For overseas observers this has been somewhat confusing.  There are very few takeover battles for China based stocks. My understanding is bidding wars are discouraged by the bureaucrats.  Rgds,

junko.yoshida
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Blogger
Re: RDA/Spreadtrum
junko.yoshida   3/25/2014 12:13:31 AM
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@Scudrunner, that may be so in certain segments of the mobile handset market in China; but i wouldn't rule out other players. 

Yes, TI left the market long time ago; ST-E is not in the pix; but this is a dynamic market. Never say the game over.

sprite0022
User Rank
Manager
Re: RDA/Spreadtrum
sprite0022   3/23/2014 8:35:52 PM
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I bet most ppl read title and comments only :)

 

 

junko.yoshida
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Re: RDA/Spreadtrum
junko.yoshida   3/21/2014 9:02:35 PM
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Thanks for your keen observation. I agree.

What I meant by "battle" in this context, however, is the battle between Shanghai vs. Beijing, the battle over who gets RDA.

 

baybal
User Rank
Rookie
Re: RDA/Spreadtrum
baybal   3/21/2014 3:33:12 PM
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There is not much of a battle here. Mediatek's biggest competitors are standalone AP makers http://www.petrovgroup.com/pdfs/March%208%20-%20DT%20-%20Standalone%20application%20processors%20are%20winin..pdf . Their solutions are much more less integrated, with bigger portions of 3rd party block, and are akin to mainland integrator type fabless brands.

Spreadtrum would've been a better match for Qualcomm, but Qualcomm has stepped out of "dumphone" market years ago, while Spreadtrum still pours resources on it. Spreadtrum has gained dominance in ARM9 based devices, but solely because other competitors either went extinct in "dumbphone" to smartphone transition or switched to upper market segments

Scudrunner
User Rank
Rookie
RDA/Spreadtrum
Scudrunner   3/21/2014 11:45:03 AM
NO RATINGS
Must make Mediatek happy!

Actually the China market is looking a bit like the developed market; where Qualcomm makes all the money and Broadcom, Intel, Nvidia, ST-Ericsson, Texas Instuments etc fall about wondering how to mount any effective competition? I know ST-E and TI have left the market - perhaps the other should consider doing the same?

Qualcomm and Mediatek have won this one - the other are left to argue in the bar! 



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