2012年5月24日星期四

Bo common entry-level product into the smart phone processor market


When the mainstream mobile phone manufacturers to launch high-end mobile phones, they usually flaunt mobile phones using Qualcomm, Nvidia, Texas Instruments chip. However, these are not phone the only chip. Samsung and Huawei has its own chip products, Intel is also developing related technologies. Broadcom also hope to develop in this area.
Previously, Broadcom's main production of Bluetooth, WiFi and other communication chips. In recent months, the company has started to engage in the processor market, Broadcom chip integrates application and baseband processors.
McGregor said in an interview last week that: "The smart phone has become the Broadcom's an important business." He declined to give details. JP Morgan Chase in a report recently estimated that Broadcom's baseband and application processors used in the Samsung 1/3 of smartphone.
JP Morgan Chase, said that smart phones using Broadcom chips, including the Galaxy Y-, the Galaxy Mini and the Galaxy of Ace. These phones every quarter sales of about $ 12 million to 13 million units, equivalent to an annual revenue of $ 500 million.
In addition, WiFi, Bluetooth and GPS chips used in smart phones and tablet PC market, Broadcom to occupy about 70% of the share. According to the IHS iSuppli's teardown information, the new iPad also uses the Broadcom chip. JP Morgan analysts said in a report: "In the next few years, Broadcom will become one of the major manufacturers of mobile / cell phone semiconductor market."
Aimed at entry-level product
Wedge Partners analyst Brian Blair (Brian Blair) is observed in the last month Barcelona Mobile World Congress (MWC), he believes that Broadcom has good prospects. He said: "We have previously suggested that the most important trend in the next 10 years will be low-end smart phones. What is surprising is that the entry-level products have become very good, one of the causes is Broadcom."
Blair said some of the non-subsidized price of $ 150 low-end smart phones have been able to function two years ago, high-end smart phones. These phones are usually a 1GHz processor, in addition to including the baseband and other communications, and power management chip, and these functions are integrated in the price of 20-22 U.S. dollars in the Broadcom chip.
In the past, Broadcom is targeting mid-market. McGregor, Broadcom will enter the high-end equipment market. He said: "We will cover the entire market." He admitted that in the application processor and high-end modem, such as chips used in 4G devices, Broadcom need to catch up with other vendors.
McGregor also said that the Android system is growing rapidly, but other operating systems is still some room for development, especially considering that Microsoft has forced a number of mobile phone makers to pay patent licensing fees for the Android phone.
He said: "One of the challenges faced by the Android is that Microsoft is targeting all mobile phone manufacturers require 'Dinner corkage' I think this is an interesting challenge faced by the mobile phone industry."

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