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junko.yoshida
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re: China Fabless: Resurgent Spreadtrum looks to expand
junko.yoshida   9/19/2012 10:33:49 AM
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I agree. You make all the good points here. TD-LTE will be the next battleground in 2013; and both Qualcomm and Marvell are already gunning for the multi-mode version, as that's China Mobile's requrement.

junko.yoshida
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re: China Fabless: Resurgent Spreadtrum looks to expand
junko.yoshida   9/18/2012 3:51:01 PM
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Exactly. I expect the battle among the Chinese fabless companies to heat up further. Consolidation is inevitable.

GREATTerry
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re: China Fabless: Resurgent Spreadtrum looks to expand
GREATTerry   9/18/2012 4:27:45 AM
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Turn-key solution is the only way for chip vendor to survive in phone market. Chinese companies surely has the advantages with better cost structure.



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