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Silicon Motion Technology Corp. Message Board

  • Geezer31 Geezer31 May 1, 2012 9:27 PM Flag

    Some quotes from the Conf Call

    This quarter our new growth products, which consists of our LTE and SSD plus Embedded products, increased 20% sequentially. The sequential growth of our new growth products was driven by our eMMC controllers for major NAND flash maker going into production and the commercial launch of four new Samsung LTE smartphone using our LTE transceivers.

    We are pleased by the momentum of our new growth products and believe this momentum will continue over the next many quarters as our pipeline of design wins go into production and scale up.

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    • It seems to have been announced, no major surprise I guess. I'll bet SIMO's eMMC controllers are in it.

    • I read it was being introduced in London today...

    • Where's the Galaxy s3?

    • Would like to add my appreciation also for your work...that took some time, even if you were able to cut & paste from the CC.

      I'm convinced even more that this is a winning situation. The company overall sounds extremely optimistic about what's ahead, especially with the number of carriers they're working with, along with new design wins to be implemented in the months to come. Coupled with their sound financial condition, this is obviously a stock to hang on to.

    • Galaxy S3 is being let out tomorrow....if SIMO chip is inside it would be a very nice feather in their it begs the question......why will this be down another 8% today?
      Is it simply because the shorts "love" to short fabless co.'s??
      If so i would like to state i"love" to see co.'s that have good products with increasing sales and great margins actually reflect that good work in their share price.
      Wouldn't that be special??
      I would just "love" that....wouldn't you just "love" that too?

    • I've read that 'theory' about Anobit as well. It sounds ridiculous. If it were true, then which ever company has been providing Apple with controller technology since 2000 will have it's sales to Apple plummet, right? Any idea which company that might be? Me neither. Don't believe all this nonsense you read.

      I expect SIMO's eMMC controllers to be in Galaxy s3, everything in their commentary and press releases indicate as much. I think that's probably why SIMO's inventory jumped so much in Q1.

    • from what I've read and I'm certainly no expert in this, buying Anobit allowed Apple to save buckets of cash by buying the cheapest nand out there, customizing it with their own proprietary code, and increasing their margins significantly as a result.

      any guesses what it would mean for SIMO if they're in the Galaxy SIII being launched on May 3?

    • Yeah, that sounds like they have used Anobit's technology in the iPhone and iPad. But it's hard to say - did Anobit supply 5% of Apple's NAND flash controllers, or 100%? I have no idea.

      SIMO didn't even list Anobit as a competitor in its SEC filings. I had never heard of them until the Apple acquisition. If at the time of acquisition Anobit was large enough to supply more than 20% of Apple's NAND flash controllers, we would have heard about them, and also why wouldn't they have sold to Samsung, Sandisk, etc.?

      We know that SIMO will supply embedded NAND controllers to five major cell phone makers, but that doesn't mean SIMO will supply most of their required embedded NAND controllers.

      My guess is that Anobit was more of a "future technology" acquisition than an acquisition of a significant ongoing supplier.

      But I don't know.

    • Thanks Geezer for this post and the others citing highlights from the quarter/call. I know that took a lot of time and effort and it was very much appreciated. There are folks understandably going a little nuts on this board and it takes posts like your to help everyone stay focused. Group hug? Nah...just kidding. Great job.

    • Tom Sepenzis - Northland Securities - Analyst
      As capacity, people slowed down the capacity builds in the NAND business. Do you this maybe it bounces back a little bit Q3-Q4?

      Wallace Kou - Silicon Motion Technology Corporation - President and CEO
      I think we cannot comment who is really reducing the capacity because some they do increase their capacity for the NAND. But overall, we see
      that new model smartphone going to try more -- absorb more than NAND inventory as inventory in the market today.We believe the current
      situation probably would be gone by before end of Q2.We are looking for a very more exciting in the second half of 2012 because there are a lot
      of new device that will consume new NAND including our Ultrabook and more tablet.

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