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Marvell Technology Group Ltd. Message Board

  • tvn601 tvn601 Feb 9, 2013 5:25 PM Flag

    Seeking Honest Advise - Is This a Good Entry Point? Should I Buy or Wait? Thank You in Advance!

    Thank you again!

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    • (CNN) -- Android continues to dominate in the battle to be the top smartphone system in the world, thanks in part to Samsung, which reigned as the top phone manufacturer for 2012.

      Android grew its already significant chunk of the smartphone market to 68.8% last year, while Apple's iOS operating system stayed comfortably in second place with 18.8% of smartphone shipments, according to new stats from research firm IDC. Together, the two operating systems accounted for 87.6% of all new smartphones in 2012, leaving struggling competitors BlackBerry and Windows far behind.

      It's no surprise that Android has surged so far ahead of iOS. There are are thousands of Android handset models in every size and at every price imaginable, while Apple has released only six versions of the iPhone. Apple sold 130 million smartphones last year, according to Gartner.

      "Even with the Apple Maps debacle, iPhone owners were not deterred from purchasing new iPhones," said IDC research manager Ramon Llamas in a statement.

      Obama: Apple will make Macs in the U.S.
      Locals dominate China smartphone market
      Samsung takes a bite out of Apple Apple released one new iOS phone in 2012, the much-anticipated iPhone 5. However, according to Gartner it was previous iPhone models, which dropped in price enough to make them a more appealing option in emerging markets, that accounted for much of Apple's smartphone success. Even though Apple's sales are growing, IDC points out that its year-over-year growth is actually slower when compared with the rest of the smartphone market.

      Samsung sold 384.6 million phones in 2012, only 53.5% of which were smartphones, according to Gartner. Chinese phone maker Huawei climbed to the No.3 smartphone vendor spot in the final quarter of 2012. Nokia has been struggling and 2013 will be a key year for the company. Its fate is largely tied to that of Windows Phone 8, which runs on Nokia's latest Lumia phones.

      Both BlackBerry and Windows are compteting to win over smartphone customers with their new offerings. BlackBerry just released its long-awaited new smartphone operating system and two new handsets in January, and Microsoft debuted its Windows Phone 8 update at the end of 2012. BlackBerry must persuade its existing users to make the upgrade and win back some large companies, which were previously its biggest customers.

      Unlike BlackBerry, Windows Phone 8 unveiled its new products and marketing campaign early enough to make some progress last year. Though it only made up 2.6% of the smartphone market in 2012, it did grow its number of shipments an impressive 98.9%, according to IDC. BlackBerry plummeted 36.4% from the previous year, but we'll have to wait and see how its latest products do in the fresh year.

      Overall, the number of phone sales in 2012 actually dropped 1.7% from the previous year, the first drop since 2009.

      "Tough economic conditions, shifting consumer preferences and intense market competition weakened the worldwide mobile phone market this year," Gartner analyst Anshul Gupta said in a statement.

    • Cannot advise you on how you should spend your hard earned money, however, I can tell you I DID get in a few days ago based on:
      - Very strong earnings from Samsung in the last few quarters (Samsung sells phones with Marvel chips in the Chinese market)
      - Marvel chips also used in ZTE phones -- again big market is China (low cost phones, but sell LARGE volumes to a market that is looking for cheap alternatives ... probably same going on in India/Pakistan/Indonesia .... all large populations who want to buy CHEAP and where mobile subscribers are growing at crazy rates).
      - Jan 8th press releases about Marvel chips being used in Google TV devices (mutiple contracts/OEMs signed)
      - Large cash balance (~$2B) regardles of the $1B patent verdict -- where Marvel is still fighting verdit and there is at least a 50% chance to turn it around.

      Sentiment: Strong Buy

      • 1 Reply to well_informed71
      • Note: I have links to back up the above points, but this forum is not allowing me to post the links (keeps deleting the message with links embedded).
        Go to China Mobile website and look at "operations" data wher they show number of 3G subs. Look at increase in number of 3G subs ~11.5M increase from Sept 30 (75M subs) to Dec 31 (87M)
        Sure, there are other manufacturer phones too (like iPhone) in those numbers, but you can bet there was a large number of Samsung and ZTE phones in those numbers with Marvel chips inside.

        Also, you can find press releases about China Mobile Q3 results where they discuss a push with smartphone subsidies to increase mobile smartphone subscribers.

        Lastly, the ZTE phone was announced in May 2012 but was released in September 2012, so sales should have been during China Mobile Q4.

        Sentiment: Strong Buy

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