资料介绍
Handset IC- BB- China-2006China Handset Baseband IC Market
Industry Overview
Equity | Asia-Pacific | Semiconductors 04 October 2006
Trend toward localization
Jonah Cheng >> +886 2 2376 3733 +852 2536 3416
companies ramp up quickly Local During the past two years, foreign IC vendors such as Texas Instrument, ADI and
Philips kept losing market share to China/Taiwan fabless companies such as Mediatek and Spreadtrum. The local companies have the advantage of being able to integrate multimedia functions and provide total solutions.
Research Analyst jonah_cheng@ml.com
Daniel Heyler >>
Research Analyst Merrill Lynch (Hong Kong) daniel_heyler@ml.com
Mediatek ― Leader in China
Taiwan-based Mediatek (MTK) has dominated China’s handset IC market since 4Q05, and we believe it will remain the market leader well into 2007
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