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Spreadtrum Communications, AŞ Message Board

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  • panamax950 panamax950 May 4, 2012 7:00 PM Flag

    Anyone know the unit price for sc8810?

    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.