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Spreadtrum Communications, AŞ Message Board

  • echen1961 echen1961 May 4, 2012 5:43 PM Flag

    Anyone know the unit price for sc8810?

    If the unit price is known, the total 2012 TD-SCDMA sales can be derived. I searched the net, can not find the info. Anyone care to share the info?

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    • How many unit sales is SPRD looking to sell? I asked because a morningstar analyst made this comment:

      Meanwhile, we think Marvell has some solid growth opportunities in the years ahead. The firm's early investments in wireless baseband chips that work with China's 3G TD-SCDMA network should bode well for the firm, as TD-SCDMA smartphone sales could exceed 20 million units as soon as 2013.

      • 2 Replies to panamax950
      • If market share no change as mentioned earlier by SPRD 50%. We are looking at around 40 ~ 50 million units for year 2012. JMHO.

      • This was mentioned in earlier thread, worth mentioning again in light of the ramp up coming second half of the year:

        March 23, 2012 (so we'll probably get a new upgrade from Jefferies after this stellar earnings report)

        Jefferies & Co.’s Hong Kong-based chip analyst Robert Lea today
        offers an update on the battle for smartphone chips between Spreadtrum
        (SPRD) and Taiwan’s MediaTek (2454TW), writing that while he has a Sell
        rating on both stocks, it would appear Spreadtrum is in a relatively better
        position than MediaTek.The backdrop is that intense competition for
        smartphone baseband processor prices, and other IC prices, are under
        pressure in some segments:

        Our latest checks suggest W-CDMA Smartphone ASPs are currently close to
        US$10, versus our Q1 estimate of US$12 and US$15+ at the beginning of Q4
        2011. Within the featurephone segment, GPRS ASPs are currently in the range
        of US$2.00 to US$2.20, versus our Q1 estimate of US$2.40 and US$2.5 as at
        the beginning of Q4 2011.

        Lea suggests competition is only going to intensify over the next several quarters.

        Spreadtrum has gotten the jump on both MediaTek and Marvell Technology
        Group (MRVL) with chips for China’s home-grown “TD-SCDMA” wireless standard:

        SPRD is currently sampling a new, low- cost, 40nm, 1GHz TD-SCMDA Smartphone
        Android IC (SC8810) to customers. SPRD’s new TD-SCMA chip will be the first 40nm,
        single-chip solution on the market, providing Spreadtrum with a significant cost
        advantage versus competitors Mediatek and Marvell, in our view.

        MediaTek, meanwhile, doesn’t appear to have the goods:

        We retain a negative view on Mediatek’s prospects in TD-SCDMA and see its
        newly launched MT6513 and MT6515 (both are dual chip) as somewhat crude,
        interim products that will struggle to compete against more highly integrated,
        low cost solutions from SPRD, MStar [Semiconductor (3697TW)] and
        Qualcomm (QCOM). We expect MTK’s TD-SCDMA unit shipments to be flat
        YoY, at best, in 2012.

        Shares of MediaTek today fell $1.50 in New Taiwan dollars, or half a point,
        to $302.50 in Taipei trading. Spreadtrum shares today are down 22 cents, or
        1.4%, at $15.17.