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HJ88
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Freelancer
Re: Ambitious goals
HJ88   8/20/2014 4:35:54 PM
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China becoming no. 1 in handset volume in 2015 is a given.

Do not expect Apple and Samsung to stop innovating, but Apple's unit volume market share is around 15%.

Samsung's handset volumes are, however, declining, and they need to turn this around.

I agree the goal of 50% of semiconductor supply in China by 2020 is a big stretch, but there is access to large funding to support this growth.

A key question is how effective a government-industry partnership can be within fast moving markets.

There are a number of business models that can be adopted which can have relatively high levels of probability. The proposed acquisition of OmniVision is a radical new step.

Anand.Yaligar
User Rank
Rookie
China has it all
Anand.Yaligar   8/20/2014 2:13:58 PM
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Not only does China have a booming electronics market, it also has a booming electronics export centre. Not only that, it has automation, labour, lesser costs and flexible man-machine hours. It will be number one sooner or later.

rick merritt
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Author
Ambitious goals
rick merritt   8/20/2014 1:25:47 PM
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Expecting to deliver 50% of its chips by 2020 sounds like the kind of stretch I used to here the China Post predict routinely.

Expecting Samsung and Apple to stop innovating and decline in China handset sales sounds like someone's smoking something ;-)

That said, there's no doubt China is on a growth curve.

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