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Google adding a style guide (design guidelines) to Android (4 years late)
While it is still quite distant from Microsoft’s achievements in design, and taken together with Nokia even more so, it is better to be late than never come to that discipline at all. And Google is definitely here by any accounts now. A couple of quite impressive illustrations:
– “Pure Android” dialer, action bar and settings design solutions in the upper row vs. the corresponding iOS designs:
– “Pure Android” sampling of UI elements from Android, iOS and Windows Phone 7:
– “Pure Android” sampling of icons from Android, iOS and Windows Phone 7:
Introducing the Android Design site [Android developers, Jan 12, 2012]
[This post is by Christian Robertson, who leads the Android visual design group. He is also the designer of the Roboto font family. —Tim Bray]
Ice Cream Sandwich (Android 4.0) is our biggest redesign yet — both for users and developers. We’ve enhanced the UI framework with new interactions and styles that will let you create Android apps that are simpler and more beautiful than ever before.
To help you in that mission, we’re introducing Android Design: the place to learn about principles, building blocks, and patterns for creating world-class Android user interfaces. Whether you’re a UI professional or a developer playing that role, these docs show you how to make good design decisions, big and small.
The Android User Experience Team is committed to helping you design amazing apps that people love, and this is just the beginning. In the coming months, we’ll expand Android Designwith more in-depth content. And watch this blog for a series of posts about design, and invitations to Google+ hangouts on the topics you care about most.
So head on over to Android Design, and make something amazing!
Matias Duarte interview: Android Design guidelines announcement [TheVerge, Jan 12, 2012]
Four essential twitter reflections on that:
mjeppsen Matt Jeppsen
4 yrs after Android was released. Brilliant. RT@verge: Google introducing UI & style guidelines for Ice Cream Sandwich http://bit.ly/zfgXSFrazvanpetru Razvan
Reading the Android UI guidelines, one thing’s clear – they’re not in the same league as iOS/WP7 yet.JCDunn Jonathan Dunn
I like the intent behind the Android design guidelines. Content too. Adoption’s the nut. Especially w. an uncurated app ecosystem.nickheer Nick Heer
“Please stop making iOS-style apps” is a good call from Google: http://developer.android.com/design/patterns/pure-android.html
Please note that before Android had only rudimentary User Interface Guidelines [June 1, 2009]:
- Icon Design Guidelines and Android Icon Templates Pack»
- Your applications need a wide variety of icons, from a launcher icon to icons in menus, dialogs, tabs, the status bar, and lists. The Icon Guidelines describe each kind of icon in detail, with specifications for the size, color, shading, and other details for making all your icons fit in the Android system. The Icon Templates Pack is an archive of Photoshop and Illustrator templates and filters that make it much simpler to create conforming icons.
- Widget Design Guidelines
- A widget displays an application’s most important or timely information at a glance, on a user’s Home screen. These design guidelines describe how to design widgets that fit with others on the Home screen. They include links to graphics files and templates that will make your designer’s life easier.
- Activity and Task Design Guidelines
- Activities are the basic, independent building blocks of applications. As you design your application’s UI and feature set, you are free to re-use activities from other applications as if they were yours, to enrich and extend your application. These guidelines describe how activities work, illustrates them with examples, and describes important underlying principles and mechanisms, such as multitasking, activity reuse, intents, the activity stack, and tasks. It covers this all from a high-level design perspective.
- Menu Design Guidelines
- Android applications make use of Option menus and Context menus that enable users to perform operations and navigate to other parts of your application or to other applications. These guidelines describe the difference between Options anontext menus, how to arrange menu items, when to put commands on-screen, and other details about menu design.
This is in sharp contrast to the other platforms as per:
UI Guidelines for mobile and tablet web app design [Mobile Web Programming, Oct 15-20, 2010]
Official user interface (UI) and user experience (UX) guidelines from the manufacturers, links to which you can find below, are a source of inspiration for mobile web and app design. Here, you will find guidelines, samples, tips, and descriptions of common mistakes. Many of the guidelines focus on native application development, but we can apply most parts of them to mobile web design too.
Remember to provide the best possible experience on each platform. Do not deliver an iPhone experience to a BlackBerry user. Every platform has its own UI and usability guidelines that every user is expecting on your app.
- iOS Human Interface Guidelines (iPhone, iPod and iPad) – PDF version
iPad Human Interface GuidelinesiPad HIG was merged with iPhone in iOS HIG (see above)- UI Guidelines for BlackBerry 6.0 Smartphones – PDF version
- UI Guidelines for BlackBerry 4.x, 5.x Smartphones – PDF version
- Android User Interface Guidelines
- Nokia N9 & Meego 1.2 Harmattan UX Guidelines
- UI Guildelines for BlackBerry PlayBook – PDF version
- BlackBerry Browser Content Design Guidelines (PDF)
- Motorola’s Best Practices for Android UI
- Nokia Design & User Experience Library
- Symbian^3 UI Style Guidelines (PDF)
- Nokia Developer Design Portal (PDF)
- Symbian UI Wiki
- Nokia Series 40 UI Style Guide
- Bada Application UI Guide
- Sony Ericsson UI Rulebook
- UI Guidelines for Windows Mobile
- Windows Touch UI Guideline
- UI Design & Interaction Guide for Windows Phone 7 (PDF)
- webOS UI Guidelines
- Hildon UI Guidelines for Nokia Maemo
- MeeGo UI Design Guidelines (shared by Mark Jones)
More tips on mobile web design on the Programming the Mobile Web book.
Do you know any other UI Guideline? Insert the link on the comment area.
Now a verdict on the new Android Design Guideline from the maturity point of view:
Half-Assed [Nick Heer, Jan 12, 2012]
On one hand:
Android OEMs and app developers will be provided with a set of in-depth guidelines on how to build atop of Android.
The initial version of the guide includes information like typography, color palettes, and other stylistic advice, as well as a breakdown of the components making up the Android UI.
That’s great for everyone. Developers get a clear idea of what an Android app should look like, and how it should behave. Users get a consistent, reliable experience.
On the other hand, though:
Matias stresses that what we’re seeing today is a purely optional aid for Android designers, not something that Google will seek to enforce.
Half-assed.
The Pure Android page is a wise attempt to note Android conventions and to try to convince developers not to adopt iOS conventions. It’s a good guide throughout, but without more direct intervention from Google, Android will remain a convoluted and fragmented platform.
Exclusive: Google Launches Style Guide for Android Developers [WIRED, Jan 12, 2012]
Matias Duarte, the head of user experience at Android, aims to change the way developers design for the platform.
…On Thursday, Google launched Android Design, a web site created specifically to help aid developers in the creation of applications for ICS [version 4.0, also known as ‘Ice Cream Sandwich’]. The site offers a comprehensive visual to third-party application developers, giving suggestions on everything from how to implement different visual elements to overall back-end patterns for the OS itself.
In theory, it will help developers better understand just how the Android team thinks about layout and implementation, while simultaneously giving suggestions to interaction designers on how to maintain visual integrity. Basically, it will help both first-time developers and Android veterans make apps look less crappy.
“We haven’t really had a style guide,” Duarte says. “We haven’t really given you a lot of guidance on how to migrate your application from a phone, perhaps, to a tablet. We’ve done so only by example.”
Which has been a chief complaint of developers whenever another version of the OS is released. Developers are forced to reverse engineer the code from the new version and translate that to the previous version of Android to figure out how to move their app to the new software environment. What’s more, Android averages a new version launch about twice a year. It’s an incredibly fast pace in the mobile world, not to mention a pain in the ass for mobile developers who just want to keep their apps up to speed.
…
“This is the second part of our Ice Cream Sandwich launch,” he says. As this site goes up, I can feel like it’s finished. Like ICS is truly complete.”
Continuing with some more twitter reflections on the style guidelines:
gameshints Erik
Will crappy android apps be a thing of the past? New style guidelines from the android team: http://developer.android.com/design/index.htmlandroid.com/design/index.h…Godzilla07 Jacob
Another thing for Android porters to ignore “@verge: Google introducing UI and style guidelines for Ice Cream Sandwich http://bit.ly/zfgXSF”PANCAKESo Terry
#Android#Design site. Finally a good resource for patterns, style guidelines and building blocks of android UI design. http://developer.android.com/design/index.htmlandroid.com/design/index.h…
A few other twitter reflections on the style guide:
tsuki_chama Ian Renton
Wow, Android finally has a UI style guide. Shame that didn’t arrive four years ago!noscope Joen
From the Android style guide (http://moc.co/8b): “Don’t mimic UI elements from other platforms” — Amen!Meza Meirion Williams
Android’s UI grows up: A decent style guide for UI, UX and designers of Android applications http://developer.android.com/designandroid.com/designDeveloper_Tech Developer Tech News
Developers get design help from#Android, thanks to new style guide http://bit.ly/ylxLSg#Dtech#appdev#google#design
More on the UI guidelines:
sanderwehkamp Sander Wehkamp
Android has proper UI guidelines, Finally#late http://developer.android.com/design/index.htmlandroid.com/design/index.h…Still well donerennarda Andy Rennard
Also, the fact that Android’s UI guidelines have only just been published speaks volumes.satyesh Satish Pamidimarthi
Thank you#Google for finally giving us a decent UI guidelines http://ow.ly/8rXiu . Now give us a better#AndroidIDEandrew_k Andrew K
Haven’t looked at it closely yet, but any official Android UI guidelines is better than nothing http://developer.android.com/design/index.htmlandroid.com/design/index.h…#devsmakeuglyuimaxt3r Max Al Farakh
Oh look, it’s been just four years and Android already has UI guidelines: http://developer.android.com/design/index.htmlandroid.com/design/index.h…
A few more twitter reflections on the design guideline:
techknow Juixe TechKnow
Google took yet another page from Apple and released a Android design guideline document.taylorling Taylor Ling
I am truly impressed with the new@AndroidDesign Guideline. A good guide for me to improve my Android GUI Design Kit.brunning Benjamin Running
Sick of ugly design, Google launches Android design guideline site: http://bit.ly/wF9mHC
The first appraisal: Notes From the Android Design Guidelines [Nick Heer, Jan 12, 2012]
I posted earlierabout Google’s new Android Design Guidelines. This is a great guide to help developers understand the platform and all its own peculiarities, especially when an app is developed for multiple platforms. I disagree with a number of these conventions, but that’s another topic entirely. The guide itself is well-written, though I have some thoughts and comments for some of the points.
The Themes page:
Android provides three system themes that you can choose from when building apps for Ice Cream Sandwich:
- Holo Light
- Holo Dark
- Holo Light with dark action bars
Pick the system theme that best matches the needs and design aesthetics for your app.
Like Apple’s infamous brushed metal look, the Holo Light with dark action bars theme is an ill-defined third choice. There seem to be no guidelines on its use. The Light and Dark themes are easy enough to interpret, as the former is for text-based apps — the Gmail app is shown as an example. The Dark theme is clearly geared towards multimedia and utility applications. Google uses Settings as their example, but Photos also uses this theme. They’ve chosen Google Talk, however, to represent the dark action bars variant of Holo Light, and I don’t understand the context of its use.
From the Metrics and Grids section:
Touchable UI components are generally laid out along 48 [display pixel] units.
This is much clearer than iOS’ layout.
The section on icon design is decidedly less clear, especially in the Launchericon style. There’s an ill-considered mix of photorealistic icons, ones that look like clipart, and others that are effectively flat. Nothing lines up. The colours are inconsistent. This makes any view with those icons look cluttered and messy.
The App Structure page reinforces this system-wide inconsistency:
Google Books’ detail view is all about replicating the experience of reading an actual book. The page-flip animation reinforces that notion.
This counters what Matias Duarte said when interviewed by Josh Topolsky:
“Right now if you look at all of these applications that are designed in this real-objecty, faux wood paneling, faux brushed metal, faux jelly button kind of thing… if you step back and you really look at them, they look kind of juvenile. They’re not photorealistic, they’re illustrations.”
He’s on a roll now. Clearly Matias has spent a lot of time thinking about what he doesn’t like.
“If you look back at the web, people did the same thing. All these cartoony things hanging off a page. If you tried that today, people would be laughing, unless you were doing it in a kitsch, poking-fun-at-yourself, retro art way.”
He then goes on to say that taking the Microsoft approach of stark minimalism is too constraining, but in the opposite direction. The threshold for Android is clearly somewhere along those lines, but what Google is recommending is clearly more cartoonish than the actual UI that Apple ships, and which Duarte called “cartoony”.
From the Writing Style page:
Be friendly. [This d]ialog that appears when an application crashes [is] confusing and annoying — “Sorry” just rubs salt in the wound.
I don’t know when it became trendy to make error messages cuddly, but it’s irritating. Good on Google for clarifying this. On the other hand, I’m surprised Android apps display any crash dialogue at all. It isn’t 1998 any more; applications have the ability automatically send crash reports.
Speaking of crash messages, Google seems to be unclear on what they intend. On the Writing Style page, they would like developers to be clear, concise and friendly. However, on the Dialogspage, one of the examples notes that “the process com.android.phone has stopped”. How is that friendly?
The Pure Android page cracked me up. It’s clearly an attempt to caution developers that Android is not iOS, and designing for it requires different elements with different conventions. For the most part, it avoids ragging on iOS, but there’s a cute dig on one of the items:
A common pattern on other platforms is the display of right-pointing carets on line items that allow the user to drill deeper into additional content.
Android does not use such indicators on drill-down line items. Avoid them to stay consistent with the platform and in order to not have the user guess as to what the meaning of those carets may be.
But barely-readable sliders and unclear WiFi connection status is not confusing. Got it. Unclear, convoluted difference between back and up? Not a problem. An up arrow that causes a descending action? Perfectly fine.
By the way, what about the reverse, where an application is developed for Android and then ported to iOS? Shouldn’t a Google-developed app adopt the conventions of the platform too? As Alan Zeino points out, this doesn’t seem to be a priority.
I recommend flipping through the entire guide, if only for the use of Hipster Ipsum on many of the pages. It’s too bad these guidelines won’t be enforced. It’s an incredibly well-written and clearly annotated site, but it bears little relevance if these principles don’t gain widespread adoption.
[I posted earlier about Google’s new …]
Half-Assed [Nick Heer, Jan 12, 2012]
On one hand:
Android OEMs and app developers will be provided with a set of in-depth guidelines on how to build atop of Android.
The initial version of the guide includes information like typography, color palettes, and other stylistic advice, as well as a breakdown of the components making up the Android UI.
That’s great for everyone. Developers get a clear idea of what an Android app should look like, and how it should behave. Users get a consistent, reliable experience.
On the other hand, though:
Matias stresses that what we’re seeing today is a purely optional aid for Android designers, not something that Google will seek to enforce.
Half-assed.
The Pure Android page is a wise attempt to note Android conventions and to try to convince developers not to adopt iOS conventions. It’s a good guide throughout, but without more direct intervention from Google, Android will remain a convoluted and fragmented platform.
Nokia’s Lumia strategy is capitalizing on platform enhancement opportunities with location-based services, better photographic experience etc.
Updates: – Bing Translator on Nokia Lumia [Nokia Conversations, April 27, 2012]
When travelling overseas there are sometimes barriers that get in the way of having fun, or just being able to survive in far-away lands. The main one is often the language. Bin that old dog-eared phrase book and instead step into the future, with the Bing Translator app – your very own personal assistant when it comes to understanding what’s being said, or what’s the menu.
Gone are the days of looking blankly at the menu in a foreign restaurant and relying on the pictures for reassurance. No longer do we need to thumb our way through an out-of-date travel guide for something that resembles a translation of “Which way to the train station?”. With the Bing Translator app for your Nokia Lumia 610, Nokia Lumia 710, Nokia Lumia 800 and Nokia Lumia 900, you’ll be able to spend more of your holiday-time with your feet up, relaxing.
…
As useful as that is, sometimes you need to get your point across using the spoken word rather than a written one. This is when thevoice function comes in very handy.
If you need to ask somebody where the nearest public toilet is, for example, just say it into the phone and you’ll be presented with a written version along with a speaker icon. When pressed this will read out your translated phrase in the language you’ve selected.
Alternatively, if you just want to quickly translate something, it may be easier to type the words in manually. You can do this using the keyboard function. Select what language you’re translating from and to, type in your text and voilà! The text has been deciphered.
…
Bing Translator is free and is available for your Nokia Lumia 610,Nokia Lumia 710, Nokia Lumia 800 and Nokia Lumia 900.
– Lumia 900 Introduction to Trigger Smartphone Renaissance for Nokia and Microsoft [IHS iSuppli’s press release, Jan 18, 2012]
With the introduction of its critically acclaimed Lumia 900, Nokia Corp. has set the stage to regain some of its lost smartphone market share—and to re-establish Microsoft Corp.’s Windows Phone as a leading contender in the cellphone operating system (OS) business.Largely based on Nokia’s strong support, Windows Phone is set to regain the No. 2 rank in the smartphone operating system in 2015. Finnish-based Nokia in 2009 lost its second-place worldwide ranking because of rising competition from Google Inc.’s Android and Apple Inc.’s iOS.In 2015, however, Windows Phone will account for 16.7 percent of the smartphones shipped, up from less than 2 percent in 2011, according to the IHS iSuppli Mobile & Wireless Communications Serviceat information and analysis provider IHS (NYSE: IHS). This will allow Windows Phone to slightly surpass Apple’s iOS to retake the market’s second rank behind Android, as presented in the table below.Meanwhile, Nokia stands to stem its plunge in smartphone market share.
Once the perennial leader in global smartphone shipments, Nokia by the second quarter of 2011 had fallen to the third rank in the market behind Samsung and Apple.
“One of the hottest new products unveiled at the Consumer Electronics Show was the Lumia 900, a Windows Phone-based smartphone sporting a flashy set of features that makes it competitive with the best alternatives offered by the Android camp,” said Wayne Lam, senior analyst for wireless communications at IHS. “This hot product represents Nokia’s first step to reclaim its market share. Combined with Nokia’s efforts to drive the development of the Windows Phone ecosystem, the Lumia 900 and its successors will help Microsoft to reclaim its No. 2 ranking in smartphone operating system market share in 2015.”
Coming to America
The Lumia 900’s flashy feature set, along with Nokia’s strategy for selling the product, shows that the company is targeting the North American region, a market that, even in the height of Nokia’s dominance, historically had been an Achilles’ heel for the company.“The introduction of the Lumia 900 shows that Nokia believes the road back to smartphone dominance runs through North America,” said Francis Sideco, senior principal analyst for consumer and communications at IHS. “And the way to win North America is through its operator channels.”
The Lumia 900 was developed with North American market dynamics and smartphone users in mind, with the product having been designed in and launched first in the region—another departure from Nokia’s historical approach of repurposing devices designed in and for other parts of the world. The smartphone’s large 4.3-inch organic light-emitting diode (AMOLED) touch screen display, 12-megapixel camera as well as partnerships with Rogers, Telus, AT&T and T-Mobile are concrete examples of Nokia executing on this strategy.
LTE to the Party
Another feature of the Lumia 900 also illustrates how serious Nokia is about addressing the North American market: its support of the high-speed Long Term Evolution (LTE) 4G standard.“In the past, Nokia always introduced new technologies in its home European market first,” Sideco said. “However, for the Lumia 900—Nokia’s first LTE phone—the company initially is rolling it out in North America. This demonstrates Nokia’s commitment to re-enter the region.”
Furthermore, Nokia is targeting the mobile network operator (MNO) channel to sell its phones in North America. Nokia previously eschewed the MNO approach, limiting its penetration into the region.
The company likewise is leveraging Microsoft’s business/enterprise sales channels to appeal to corporate customers in the region, offering value-added services in a play for the enterprise sector. Such moves will position Nokia to compete with Research In Motion Ltd., whose Blackberry phones are popular among corporate users.
Opening Windows of Opportunity
Although Nokia is not the only seller of Windows Phone smartphones, the company is expected to dominate the market, accounting for 50 percent of all Microsoft OS-based handsets sold in 2012, IHS iSuppli predicts. The company’s share then is set to rise to 62 percent in 2013. Nokia’s portion of the market will begin to decline in 2014, as other companies increase their sales of Windows Phone products.Nonetheless, Nokia will drive the development and expansion of the Windows Phone market, opening up opportunities for other players, Lam said. “Because of Nokia’s support, apps developers will eagerly shore up the Windows platform. This will cause other makers of Windows Phone devices, such as Samsung and HTC, to offer more products supporting the OS—further expanding the market.”
Read More > Apple Leads with Mixed 3G Technology Adoption in Mobile Handsets
– Windows Phone will overtake iPhone in just three years’ time, say respected tech analysts [Daily Mail, Jan 20, 2012]
Windows Phone will become the number two smartphone operating system in the world by 2015, predict analysts iSuppli.
The analysts say that Android will remain the top operating system – as it is now – but Windows Phone will steadily rise until it overtakes iOS, the operating system used in Apple’s iPhones and iPads.
The key to the revival will be Nokia – and in particular its U.S.-focused Lumia 900 handset, which launched at this year’s Consumer Electronics Show in Las Vegas.
End of Updates
Congratulations, Nokia, now get to work [c|net, Jan 12, 2012]
On Monday, during an afternoon crowded with other press conferences, Nokia pulled in a packed house to introduce the Lumia 900 for AT&T. Given the leaks that preceded the announcement, the news wasn’t surprising. But that didn’t stop the Lumia from taking CNET’s Best of CES award in the smartphones category.
…The Lumia 900 won because it’s a great device (I’ll get to why in a moment), but there’s more to it than that. It’s also exciting because it marks the first clear and strong collaboration between a manufacturer, carrier, and Microsoft. And that’s something that the OS has missed for a long time.
Consider that unless you actually turned them on, it wasn’t clear that the earlier devices even had WP7. For the most part, it was almost as if the OEMs just took an Android phone, cleared the memory, and installed the new OS. Indeed, there was little unique about them beyond what was inside.
…
Two other authorative appraisals:
– Why Windows Phones Are the Most Exciting Handsets at CES [Wired, Jan 12, 2012]
– Best phone of CES 2012: Nokia Lumia 900 [ZDNet, Jan 12, 2012]
And finally the company itself Interview: Chris Weber of Nokia [TheVerge, Jan 12, 2012]
With Nokia’s second announcement “milestone”, now for the North American market I was astonished to find quite another article even subtitled as NEWS ANALYSIS: Nokia has its sights set on becoming the most important company in the Windows Phone 7 ecosystem. The only trouble is its strategy will fall short for a number of reasons. [eWEEK, Jan 11, 2012]. Since the title goes as “Nokia’s Windows Phone Strategy Will Fail: 10 Reasons” I need to only list the reasons here and let people to read the article itself:
- The product designs are subpar
- Nokia’s brand loyalty is waning
- Microsoft has lost mobile customer trust
- Windows Phone 7 can’t attract enterprise customers
- Consumers would rather go with Android
- The price is cheap (but that’s not a good thing)
- The marketing is off
- The first device should have been the winner
- There’s no fanfare
- There’s a general lack of market understanding
Then I suggest an indeed in-depth analysis of Nokia’s strategy which should go as far as clear understanding of Nokia’s differentiators both within the Windows Phone offerings and outside of them. As a result of that the reader him/herself could decide what is the truth about the Nokia smartphone strategy.
Before looking into Nokia’s key differentiators for Windows Phone based Lumias here is a good presentation of the company’s latest overall approach with Lumias, especially for North America which is the lead market for them in the developed countries space:
Chris Weber on Nokia Lumia 900, Lumia 710 and North America [nokia, Jan 10, 2012]
Here “beautiful design” is mentioned as one of the most important differentiators for Lumias. We have already discussed this extensively in a separate post: Best practice industrial and user experience design – Nokia and Microsoft [Dec 17, 2011]. The second thing mentioned specifically here is the screen technology. Again, this has already been discussed quite extensively in The leading ClearBlack display technology from Nokia [Dec 18, 2011].
Although not specifically mentioned in the above video interview there were three unique differentiators already introduced with Lumia announcement in October:
– Free Nokia Music and MixRadio
– Free Navigation (i.e. location-based services, Nokia Drive and Nokia Maps)
– Free ESPN Sports Hub
which were described as part of the Nokia Lumia (Windows Phone 7) value proposition [Oct 26 – Nov 2, 2011] post.
Then we had an extensive post on Nokia’s North America centric approach for Windows Phone 7 [Aug 11 – Dec 20, 2011] from which a specific positioning information should be highlighted here as well: “Nokia and T-Mobile deliver a leading entry-level Windows Phone experience to the nearly 150 million Americans still to make the transition to smartphones.” Chris Weber is just mentioning that in the interview above so you could quite easily come by that if not included here.
So please keep in mind all those things when getting familiar with this next step in Nokia’s Windows Phone based smartphone strategy!
Nokia Lumia 900 [press.nokia.com, Jan 10, 2012]
Coming exclusively to AT&T in the coming months in cyan and matte black, the Nokia Lumia 900 has a 4.3-inch AMOLED ClearBlack Display for rich, bright images both indoors and out, faster connection speeds based on cutting-edge 4G LTE technology, and a long-lasting 1830 mAH battery for enjoying content all day.
The primary camera includes Nokia’s exclusive Carl Zeiss optics, with large aperture (F2.2) and wide angle focal length (28mm) for high-quality, uncropped images even in low-light conditions. In addition, the Nokia Lumia 900 includes a front-facing camera boasting a large aperture and a wide angle lens that ensures sharp, bright images for high-quality video calling, right out of the box
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Lumia 900’s unique “dual wide mode function” based on large aperture (F2.2) and wide angle focal length (28mm) camera for high-quality, uncropped images as was demonstrated by Nokia SVP, Kevin Shields on the Nokia CES press conference: Nokia Lumia 900 [Jan 9, 2012] from [11:26] on:
First Nokia smartphone designed specifically for the US features LTE, large display and exclusive applications [Nokia press release, Jan 9, 2012]
Las Vegas, US – Today at the 2012 International Consumer Electronics Show (CES), Nokia and AT&T announced the Nokia Lumia 900, the first of Nokia’s Windows® Phone-based range to feature high-speed LTE* connectivity. With Nokia’s largest display, the Nokia Lumia 900 delivers a rich content experience from a phone that still fits easily in your hand.
…
Nokia’s third Lumia smartphone, the Nokia Lumia 900 builds on Lumia’s head-turning design on the outside and a rich social and Internet experience on the inside. People Hub is the quickest way to connect with friends with Live Tiles for real-time updates and a fast Web browsing experience with Internet Explorer Mobile.
“The introduction of the Nokia Lumia 900 with AT&T is another significant milestone in the ongoing rollout of Nokia’s global smartphone strategy,” said Chris Weber, president of Nokia Americas. “The Nokia Lumia 900 is designed specifically with the US in mind and the announcement of this collaboration with AT&T, in addition to other recent announcements, signifies a new dawn for Nokia in the US.”
The Nokia Lumia 900 benefits from a range of leading content experiences:
– The AT&T U-verse Mobile** app lets U-verse TV subscribers browse the U-verse TV program guide, schedule and manage their DVR recordings, and watch hit TV shows while on the go. The U-verse Mobile library includes more than 100 TV series and more than 700 TV shows from a variety of genres.
– Nokia Drive, available to download from Windows Phone Marketplace, provides free voice-guided, turn-by-turn navigation with a dedicated in-car user interface that turns the Nokia Lumia 900into a GPS navigation device.
– The exclusive ESPN sports hub is pre-loaded on Nokia Lumia smartphones, and provides a one-stop sports application for news, videos and scores.
– The CNN App for Windows Phonesprovides the latest news and video from CNN’s reporting around the globe and direct access to iReport, CNN’s participatory news community. Launching globally for free in the next month, the CNN App will be exclusive to Nokia users for 90 days.
– The Univision App will be exclusive to Nokia Lumia users in the U.S. and Puerto Rico for 18 months, delivering unique and exclusive Spanish-language content experiences, including Univision entertainment, sports and soccer coverage, plus news, cooking and local content for different U.S. markets – all in one App.
– A partnership with EA to bring over 20 of the world’s most popular games to the Windows Phone marketplace, coming first to Nokia Lumia devices.
“Nokia and AT&T worked hand in hand to bring the Nokia Lumia 900 to market. Our powerful 4G networkreally amplifies the benefits of the Nokia Lumia 900. Sharing high quality images and videos with its integrated social networking functions is faster than ever; content from U-verse Mobile is more enjoyable on the crisp 4.3-inch screen, and with its huge battery people can do more without worrying about recharging,” said Jeff Bradley, senior vice president of devices for AT&T. “Together, we are working to supercharge the ecosystem around the Nokia Lumia 900 and the Windows Phone platform.”
*Limited 4G LTE availability in select markets. 4G speeds delivered by LTE or HSPA+ with enhanced backhaul, where available. Deployment ongoing. Compatible data plan required. LTE is a trademark of ETSI. Learn more at att.com/network.
**U-Verse Mobile: Access to select content requires qualifying U-verse TV plan or monthly subscription fee, and WiFi connection and/or cellular data connection. Available content may vary by device and/or U-verse TV subscription and is subject to change. Data charges may apply.
Read more about the Nokia Lumia 900 on Nokia Conversations.
http://conversations.nokia.com/2012/01/09/nokia-lumia-900-born-for-the-usa
From the above listing of services you may miss the Free Nokia Music and MixRadio announced in October. In fact you shoul look into Lumia 900 US specification to find the equal (or even better) replacements:
Music Services
- Zune
- AT&T Radio
The Verge noticed a quite important hardware differentiator not mentioned anywhere:
Lumia 900 doesn’t have a Pentile Matrix display, Nokia confirms [The Verge, Jan 11, 2012]
Nokia’s official US Twitter stream and our own photos have confirmed a commonly held suspicion: the Lumia 900 doesn’t have a Pentile Matrix subpixel layout. Unlike the Lumia 800, its AMOLED display has its subpixels in an RGB arrangement instead of RGBG. The effect of this change is that you’ll get better fine-grain detail on the 900 while also avoiding the subtle color-fringing that the Lumia 800 exhibits on high-contrast edges (such as between black and white). Nokia has been somewhat evasive about this issue up until that tweet, perhaps in an effort not to diminish its other AMOLED displays. Still, we’d say this is easily the best undocumented upgrade of CES 2012.
Edward @mobile_ed 11 Jan 12
@NokiaUS is the Lumia 900’s display PenTile? No one has been able to get a straight answer so far.
Nokia US @NokiaUS 11 Jan 12
@mobile_ed No, the display isn’t Pentile.
Although Nokia calls the displays on all three of its Lumia devices ClearBlack — with that branding referring to the anti-reflective polarizer — the underlying display tech differs. See below for a comparison.
More information
On differentiation strategy:
The best report in my view is The Engadget Interview: Nokia CEO Stephen Elop at CES 2012 (video) [Myriam Joire, Jan 11, 2012]. Suggest to watch on the linked page since there is no possibility to embedd that here. Some quite important answers:
– Photography, cameras and that all experience is core part where we intend to differentiate in the future.
– A large amount of software development [is] happenning at Nokia to support our efforts on Windows Phone because we build on that platform. Something like Nokia Drive, as an example of location based services. Even in the are of photography, one can imagine that even (sic!) all Windows Phones have cameras, all will take pictures and all will have gallery, you can imagine an environment where unique software included in a Nokia environment, a Lumia product, to make sure the quality of photographic experience is better than evrybody else’s.
– So when you have a platform you can do a lot of things in and around of that.
– Differentiation with location based services, such as Nokia Drive, is just the beginning. There is so much more to come.
– Nokia specific APIs are possible later because Nokia has reserved the rigth to have such, although very much aware of the dangers of [platform] fragmentation.
– Lumia 900 will be available in a couple of months. Nokia will be very aggressive with the price. Even for the first time smartphone purchasers will be introduced.
The next on the list of best reports is PC Magazine’s Nokia CEO: MS Purchase Rumors Bogus [Jan 11, 2012]. Some exerpts from that written report which add information to all that given above:
PCMAG: How should we expect to see promotion and marketing for Windows Phone here in North America?
Elop:I think what you will see, and you’ll see us emphasize, is the most important thing for us to do is to introduce people to the concept that defines the Lumia experience, including the Windows Phone elements. What our work shows is that when someone has a Lumia device in their hand…their overall willingness to recommend the device to a friend goes up very high. People really enjoy the experience. But they have to see it to experience it.
We’ll take the steps in stores to make sure that sales associates understand how the products are differentiated. We’re seeding a large number of devices into the markets where we introduce the products, so large numbers of sales people and sales managers in stores have the devices in their hands…you’ll see us really try and connect the consumer with that first experience of Windows Phone, and any step that we need to take or any barrier that needs to be knocked over between those two points is what we’ll focus on in our marketing.
PCMAG: Within the Windows Phone ecosystem, there are other vendors who are putting out other phones with fancier specs.
Elop:I’m going to differentiate on “fancier specs,” because the specs that I appreciate are who takes the best picture, who has the best video-conferencing imagery and so forth. What we’ve done with the Lumia 900 is we’ve done a lot of work around the optics of the camera. We demonstrated this during our press conference; for example, with the primary camera, we showed how with a variation in focal length and wide aperture, our pictures…get a much wider collection of the information, regardless of pixel count or anything like that.
Part of this is part of our marketing opportunity, to help show people the results. Where is the best picture? And that is the spec I’m most interested in.
PCMAG: How do you communicate quality, as opposed to just “higher numbers are better?”
Elop: It’s the same argument on many different functional specs. You’ve got N+2 of these, we have N; is that better? Often it doesn’t matter, or it’s even worse. Part of our marketing opportunity is to help explain and show the experience, so when you pull out a Lumia and see the experience with that processor, with that screen and say, wow, this is fast, it doesn’t matter that someone else has something that appears to have more of something.
Then cnet’s Nokia CEO talks of Windows Phone foothold in U.S. [Jan 10, 2012] comes on the list. The notable excerpts giving additional information are:
The Lumia 900 was supposedly designed specifically for the U.S. market, but what does that mean? Which features were more critical to U.S. consumers versus others around the world?
Elop: For one, LTE is really important in the U.S. And it’s not as relevant right now in Europe, because there aren’t as many commercial LTE networks deployed. But here in the U.S. LTE is the centerpiece. But adding LTE costs more, and it also impacts the design of the product. You need a bigger battery, which drives the size and thickness of the device.
But larger screens are also much more popular here in the U.S. than in other parts of the world.
Years ago, Europe and Japan were much more advanced than the U.S. But that’s changed in the last 4 or 5 years. The U.S. is where we see much of the innovation and application development.
We also want to move the emphasis away from feeds and speeds. That’s what we were trying to show during the event yesterday when we showed the camera. There are a lot of things you can do to improve the camera on a cell phone through the science of photography with focal length and aperture.
…
How important is the U.S. market to Nokia?
The U.S. is very important. This is where the innovation and app development is happening, and it’s being echoed around the world. So it’s very important for us to participate and be right in the middle of the innovation. We need to compete here so that when the innovations developed here land elsewhere we aren’t a step behind.
You’ve mentioned that LTE is very important in the U.S. market, and it will eventually be important elsewhere. But the frequencies that U.S. carriers are using for LTE are different than the frequencies used in other other parts of the world. And there was a recent report from the GSM Association that warned of a fragmentation issue. How does that affect Nokia as a device maker?
A similar thing happened when 3G was first deployed, and over time carriers around the world became more aligned. It’s to their benefit to get commonality. But for us it’s not an impossible technical problem. It creates more work for us. And it may be more expensive to build devices. But it can be done.
The bigger problem is around spectrum shortages. This is a problem that varies dramatically region to region. And different countries are handling it in different ways. I don’t know how to solve the problem, but it does land in the price of products.
Following that there is The Wall Street Journal with Nokia’s Chief Takes Aim at U.S. Market [Jan 10, 2012] with the following excerpt here:
…
WSJ: Nokia has been a failure in the U.S. for years. What’s changed this time?
Mr. Elop: The very specific approach we’ve taken—and this does represent a shift in strategy for Nokia—is we’ve been more deliberate in the introduction of a device that’s specifically targeted at U.S. consumers. Start with the work we have done jointly with AT&T to ensure that it’s a 4G device, taking advantage of high-speed networks. That’s a crucial requirement for the U.S.
We have added capabilities like front-facing cameras, a long-lasting battery and a larger screen. In the U.S. that is an important part of consumer consideration.
WSJ: How can you expect to compete against Apple and Google in the U.S.?
Mr. Elop: Yes, there are some strong contenders on the field. But a key part of the reason behind selecting the Windows Phone platform for our smartphones was that we felt there was a fresh and different and contemporary user experience that stood apart from what has become common across both Apple and Android.
WSJ: Why would anyone buy this phone instead of an iPhone?
Mr. Elop: People are selecting these products [with the Windows operating system] because of ease of use. What you’re able to get is that complete experience without going into an application and coming out and then going into another. Instead, things like Facebook, Twitter and LinkedIn are integrated deeply into the experience. People look at that and see that’s a far smoother experience. There are people who are looking to make switches. I won’t say whether it’s specifically [from] iPhone or Android.
WSJ: Why not just forget the U.S. market altogether?
Mr. Elop: The first and primary battlefront is in the U.S. It’s in that market where a lot of the new thoughts are being delivered, where new applications are being generated. It allows us to take advantage of some of the innovation starting first in the U.S., for example the 4G networks.
…
Finally a video Interview: Nokia CEO Stephen Elop [TheVerge, Jan 10, 2012]:
On the current Microsoft thinking alongside the increased market presence thanks to Nokia:
Interview: Joe Belfiore of Microsoft [TheVerge, Jan 11, 2012]
A “must to watch” for every serious person. Therefore no excerpts are possible. A “fundamental” interview with information not available before.
Interview: Microsoft’s Aaron Woodman talks Windows Phone [TheVerge, Jan 11, 2012]
Notable remark by Aaron Woodman about the business approach (not exact transcript):
1. Great products, because if not there will be no more excuses for sure
2. Retail, in …some places like US via carriers, because without it actual customers won’t meet Windows Phone
3. General market awareness, including the extension of general Windows brand awareness to the phone as well, since without as large as only possible the first two efforts could not succeed either, and also because this is the task Microsoft is expected to do (while the previous two are with partners)
Finally on “beautiful design”:
The Nokia Lumia 900 is simply better by design [Conversations by Nokia, Jan 10, 2012]
An in-depth look at the design of the world’s greatest Windows Phone with Jamie Langford from Nokia Design
LAS VEGAS, USA – The Nokia Lumia 900is designed with people in the United States in mind and Nokia Conversations has a unique insight into how it was crafted for one of the world’s most discerning mobile markets.
Jamie Langford explains how the Nokia Design team met the brief for the latest addition to the Lumia range of phones – which includes the Nokia Lumia 710 and Nokia Lumia 800.
“It’s all about media, with the large screen and sleek unibody, delivering a powerful statement.”
Jamie, who leads the industrial design team working on Symbian and Windows Phone products, says the Nokia Lumia 900 is a phone which puts content first, making it “instantaneous, responsive, and intuitive”.
“With faster network access, Nokia Lumia 900provides consumers noticeably faster Internet browsing and better video streaming,” he says.
“The large display is fantastic for any number of experiences from imaging to gaming to video chatting.”
He is talking about the Nokia Lumia 900′s stunning 4.3-inch AMOLED ClearBlack screen, which not only delivers superior viewing and touch experiences, but is also designed to reduce reflections. So you get crystal clear images, indoors and out.
“US consumers seek convenient access to multimedia content, so the combination of 4G LTE and the large display is very compelling.”
“As a matter of fact, Nokia Lumia 900 comes preloaded with AT&T’s U-verse Mobile which allows U-verse subscribers to browse TV program guide, schedule and manage their DVR recordings, and watch TV shows.
“And Nokia Lumia 900 has been designed with a large customized 1830 mAh battery in support of all-day usage.”
The blueprint is even more impressive when you realize that the advanced hardware which powers the mobile phone sits in a unibody case not much bigger than the display itself. The shape is cleverly crafted to sit comfortably in the hand.
This harmonious fusion of design and technology has all been achieved in a very short time.
Jamie continues:
“Our design team started work on Nokia Lumia 900 about a year ago. The challenge was to take the Nokia Lumia 800 to a larger display size with LTE architecture and re-enter the US market with AT&T.”
Luckily the potentially most challenging aspects of the joint venture were already taken care of, he says.
“When we started the collaboration with the Windows Phone design team, we discovered amazing similarity in the principles and approach with Nokia design.
“Reduction and simplicity drove the design of both the user interface and the hardware. The first result was the Nokia Lumia 800, and Nokia Lumia 900 extends this approach to a larger display.”
It’s a powerful combination. The Nokia Lumia 900 represents the full potential of these great brands working together. With AT&T’s high performance LTE network, that potential will now be experienced broadly in the US market.
And the Windows Phone user interface is a fantastic experience on the larger screen. With bold graphics, clear typography, and fast navigation, the phone allows people to spend less time figuring out what to do with it, and more time using it.
The success of previous Nokia designs has helped to achieve the seamless experience offered by the Nokia Lumia 900, says Jamie.
“The lineage from the Nokia N9 and Nokia Lumia 800 is evident in the Lumia 900. We continue to challenge how we make products – just like the Nokia N9 did.
“We are in a continuous learning and refinement mode, so we took lessons from both these previous devices.
“We spent lots of time with the program team to solve the physics of packaging a 33 per cent larger display with a larger battery and complex antenna architecture while meeting the product requirements of the US market. To do this in less than a year is a significant achievement.”
It’s the same approach, insisting on a human minimalist design, which has worked so well for Nokia giving their handsets a purity that others fail to match. And, it’s this incredible attention to detail which has resulted in a product that is beautifully balanced and easy to use.
“The Nokia N9 and Lumia 800 were derived from the same approach of extreme product making based on the principle of reduction and simplicity,” says Jamie, who joined Nokia in 1999. “The learnings and discoveries will continue to influence the way we design going forward.”
When you see the Nokia Lumia 900, you can’t resist picking it up and touching it. The unibody is a single piece of injection-molded polycarbonate plastic which somehow feels like metal. That’s because the premium plastic has been worked on by using machining techniques used for metals. And it provides a killer property not open to phones with metal cases. The specially-developed plastic allows outstanding antenna performance, resulting in fewer dropped calls and lost data connections.
The attention to detail is impressive. Even the product specs are printed on the internal SIM drawer to avoid any visual clutter on the external surface. The speaker holes have been individually milled to make them as small as possible, so they are less likely to collect fluff from a pocket.
And the audio jack is perfectly concentric to the form, and has been custom-made so it can be in the best place for use.
The framing around the active display minimizes any “dead banding” to give the highest area of visual screen in the most compact space possible.
The polycarbonate material gives the Nokia Lumia 900 yet another design advantage. Color. Color has always been at the heart of the Nokia brand. It has been taken to a new level. The unibody case is dyed all the way through, so it can never scratch off or wear away. It looks newer longer.
Early versions come in a stealthy matte-black and a bright cyan, or blue as most people call it. More colors will follow later in the year.
And the color thread runs through the accessories including Nokia speakers, Bluetooth headsets, even the protective soft covers; creating an end-to-end story that is coherent and consistent.
The signs are already good that people will love Nokia Lumia 900.
“Based on early customer reactions in the US, the design is considered very sleek and modern,”
“The LTE, 8 megapixel camera, and noise cancelation resonates well with people. Strong battery life was particularly appealing as well. And everyone appreciates the front-facing camera for video chatting.”
The Nokia Lumia 900 is simply better by design.
The new, high-volume market in China is ready to define the 2012 smartphone war
Follow-up: Boosting the MediaTek MT6575 success story with the MT6577 announcement [June 27, 2012]
– China TD-SCDMA and W-CDMA 3G subscribers by the end of 2011: China Mobile lost its original growth momentum [Jan 21, 2011]
Updates: China market: Local vendors to roll out CNY300 smartphones [DIGITIMES, July 13, 2012]
China-based handset makers are ready to begin volume shipments of smartphones priced at CNY300 (US$50) in the second half of 2012 compared to the previous focus on CNY600 models in the first half of the year, according to industry sources.
Competition among chipset solution vendors, promotions by telecom carriers, and the rise of new brands in China have contributed to the rapid decline in prices of smartphones in China, the sources revealed.
The top-3 telecom carriers had previously focused purchases on smartphones with a price tag of CNY1,000, but some local handset makers are now willing to offer quotes at around CNY500 in order to win orders, said the sources, adding that the pricing will serve as an indication for channel operators to follow.
While quotes for 2G smartphones in China have already dropped to below US$50, prices for 3G models currently range from US$60-80 and are expected to reach US$50 soon, the sources asserted.
Sub-CNY1,000 smartphones accounted for 21% of all smartphones sold in China in the first quarter of 2012, compared to a ratio of 12% a year earlier, according to IDC.
– China market: Nearly 195 million handsets shipped in 1H12 [DIGITIMES, July 10, 2012]
There were 194.913 million handsets shipped in the China market during the first half of 2012, consisting of 106.874 million (54.83%) 3G handsets in 801 models and 88.039 million (45.17%) 2G handsets in 1,298 models, according to statistics published by the China Academy of Telecommunication Research (CATR) under the Ministry of Industry and Information Technology (MIIT).
Of the shipment volume, 94.855 million or 48.67% were smartphones in 822 models of which 801 models or 97.44% were based on Android. China-based vendors accounted for 75.16% of the half-year shipment volume, and international vendors 24.84%.
The monthly shipment volume of smartphones exceeded that of feature phones for the first time in April 2012, with the corresponding proportion increasing to 56.9% in June.
China market: Breakdown of total handset shipment volume, 1H12 Generation Technology standard
Number of models
Shipment volume (m handsets)
3G WCDMA (China Unicom)
476
53.099
CDMA2000 (China Telecom)
174
28.197
TD-SCDMA (China Mobile)
151
25.578
2G GSM
1,272
81.915
CDMA1x
26
6.076
Source: CATR under MIIT, compiled by Digitimes, July 2012
– Second- and third-tier handset makers in China may not adopt Windows Phone 8 platform [DIGITIMES, July 5, 2012]
Microsoft has been eager to promote Windows Phone 8, Windows 8 and Windows RT. Despite having partners such as Nokia, Samsung, and HTC for Windows Phone 8, severe price competition in China will likely prevent second- and third-tier handset makers from switching from Google’s Android.
China-based handset makers have been aiming at customers switching from feature phones to smartphones for the first time and hence have little desire to adopt new platforms.
Industry sources indicated that competition in China’s smartphone market has been cutthroat. First-tier brands such as ZTE, Huawei, Coolpad and Lenovo have been introducing models at the price range of CNY1,000 (US$157). To increase market exposure, second-tier brands such as Haier and Konka have been introducing models below CNY500 in efforts to obtain cooperation with telecommunications service providers. The price difference is significant, said industry sources.
Microsoft hopes to increase market share in China’s smartphone market. However, Windows Phone 8 is unlikely to compete with Android in features such as localized applications and marketing resources, added industry sources.
Nevertheless, Microsoft has been adding new alliances such as Huawei and ZTE. Industry sources believe the two firms hope to generate more profits by providing products with different platforms.
– China smartphone market 2012: Trends and analysis [DIGITIMES Research, July 3, 2012]
Abstract
The China handset market has exhibited strong growth, with the total number of mobile users in the country reaching 980 million people according to figures from the Ministry of Industry and Information Technology (MIIT), an increase of 130 million over the 2010 figure. Digitimes Research estimates that mobile user numbers could top 1.13 billion in 2012.
Digitimes Research estimates that the China handset market reached some 390 million units in 2011, representing 16% growth on 2010; the market is likely to grow to 430 million units in 2012, representing further growth of 9%. Thanks to the expansion of 3G service coverage and further falls in budget smartphone prices, the share of the handset market accounted for by smartphones is likely to reach 32% or around 143 million units, 70% of which will be Android handsets.
Digitimes Research believes that market share rankings for the China smartphone market will change significantly during 2012. Samsung and Apple will take the top two places, while the big four China-based brands – Huawei, ZTE, Lenovo and Coolpad – will take third to sixth places, while Nokia will drop to seventh; these seven firms will collectively account for 85% of shipments.
In other words, the many other brands hoping to seize a share of the market will essentially be confined to competing for a potential market of just 15% of overall shipments or around 21 million handsets. Given such a situation, Digitimes Research projects that many of China’s best known smaller brands such as Xiaomi, TCL, Gionee, Tianyu, Oppo and BBK will see shipments of no more than a few million handsets.
– China-based white-box vendors expected to ship 200 million smartphones [DIGITIMES, April 17, 2012]
China-based white-box vendors, mainly due to the availability of inexpensive new chip solutions, have been increasing the production of smartphones, with the total shipment volume expected to reach 200 million units in 2012, according to industry sources in Taiwan.
Taiwan-based MediaTek is offering the makers its MT6575 a chip solution for use in entry-level smartphones in the first quarter of 2012 and will offer the MT6577, a solution for high-level smartphones, in the middle of the third quarter of 2012, the sources indicated. MediaTek will ship 50-70 million chips to China-based white-box vendors to account for nearly 30% of smartphones to be shipped by these vendors in 2012.
In addition, Qualcomm has strengthened its marketing in the China market by offering turn-key solutions to white-box vendors, with prices for a chips lowered to US$6, the sources cited eMedia Asia as indicating.
China-based white-box vendors sell more than 60% of their smartphone output to overseas markets, including 2.5G models for markets where deployment of 3G networks is not mature yet, the sources indicated. White-box vendors are expected to see larger market demand if their production costs for entry-, medium- and high-level smartphones drop to US$60, US$85 and US$130 respectively, the sources pointed out.
– China market: Handset makers upgrading hardware specifications of sub-CNY1,000 smartphone models [Feb 17, 2012]
China-based handset makers, including ZTE, Huawei Device, Lenovo and Coolpad, have continued to upgrade the hardware specifications of their sub-CNY1,000 (US$159) smartphone models due to intensifying competition in the segment, according to industry sources.
With the introduction of dual-core 1GHz CPUs for high-end models in 2011, the single-core 1GHz CPU is likely to become one of the standards for entry-level smartphones in China this year, the sources indicated.
Additionally, some vendors have also begun to adopt 4-inch displays for their sub-CNY1,000 models, instead of 3.5-inch displays used previously, the sources added.
Coolpad has recently launched a 4-inch model, the 7260, and saw sales of the model reach 30,000 units a month in the initial period, the sources revealed, adding that monthly shipments of the 7260 may top 100,000 units soon.
– China handset makers to push sales of sub-CNY1,000 smartphones to mature markets [Feb 16, 2012]
Having mass-produced smartphones with a price tag of around CNY1,000 (US$159) for the China market since 2011, China-based handset makers ZTE, Huawei Device, Lenovo and Coolpad plan to push the sale of sub-CNY1,000 smartphones to mature markets including North America and Taiwan, according to industry sources.
Sales of smartphones by Coolpad, Lenovo, ZTE and Huawei combined currently account for 30-40% of China’s smartphone market, with the ratio likely to surpass 50% by year-end 2012, the sources estimated.
In the Taiwan market, Coolpad has recently a WCDMA model with a suggested retail price of NT$5,990 (US$203). However, the company plans to launch more entry-level smartphones later and aims to take up a 3-5% share in the segment. Coolpad shipped about 270,000-280,000 CDMA models in Taiwan in 2011, the sources revealed.
– Chinese smartphone market sees explosive growth [Feb 16, 2012]
Judging from the structure of the smartphone market in 2011, Chinese smart terminals brands such as ZTE and Huawei seem to be on a trend of full-scale explosion. Having been suppressed by foreign brands for a long time, Chinese smartphones begin to take a solid footstep in the smartphone market by working closely with telecommunication operators and making full use of their “Chinese characteristics”, breaking the old pattern of market that has long been dominated by foreign brands. According to industrial participants, Chinese brands are rising in the 3G era.
According to media report, the Coolpad 7260, one of China Unicom’s 1000-Yuan smartphones, created a record sales of 110,000 units three days after it was put on the market, refreshing the shipment volume record of 1000-Yuan Chinese 3G smartphones, scoring a victory in its first battle. Also, this number gives the market more expectation for Unicom’s 8 new models of 4.0 series “WO 3G” 1000-Yuan smartphones that are co-launched by China Unicom and technology-intensive Chinese mobile phone manufacturers.
It is learned that these new 4.0 series 1000-Yuan phones boast three major features: big, fast, and HD. Big screens, previous 3.5-inch screens are replaced by 4-inch screens; fast processing speed, previous 600MHz CPUs are replaced by CPUs that are higher than 800MHz now; fast upload speed, supporting HSUPV; fast running speed, memory upgrades from 256M in the past to 512M now. High-definition picture taking, camera are required to increase from 2-3 million pixels to 3-5 million pixels.
According to person from China Unicom, the re-defined 1000-Yuan smart terminals introduced by China Unicom in May, 2011, and the numerous star terminals subsequently co-produced by China Unicom and Chinese mobile phones manufacturers have won excellent market response. Among these products, ZTE’s V880 scored daily sales of more than 10,000 units and monthly sales of more than 300,000 units. After months of promotion, the 1000-Yuan smartphones strategy remains effective, propelling the fast growth of China Unicom’s 3G subscribers.
In November, Unicom’s net growth of 3G subscribers was as high as 3.384 million with total 3G subscribers amounting to 36.534 million, making it the operator with the fastest 3G subscriber growth rate. This indicates that 1000-Yuan phones have accumulated significant subscriber base in the market and have established some brand effect. Presently, China Unicom makes use of the favorable conditions and defines the standards of 4.0 series 1000-Yuan smartphones, and offers high subsidy for the newly defined 4.0 series phones, with the purpose of making deployment in the middle-end market and grab a say of Chinese smart terminals in advance.
According to industrial participants, “users-friendly price and high-end experience” is the key to the success of China Unicom’s customized 1000-Yuan smartphones. Consumers’ favor for China Unicom’s customized terminals comes from its preferential subsidy policy, rather high-end configuration, and the user experience brought by the WCDMA network. Market research statistics show that the number of 3G subscribers worldwide in 2011 approached 1.3 billion, of which WCDMA subscribers accounted for 76 percent. In China, as per October 2011, WCDMA smartphones accounted for 69 percent of all 3G smartphones. Currently, China has become the largest smartphone market in the world, with nearly 70 percent of the phones being WCMDA. It is thus quite clear that WCDMA mobile phones are the mainstream in China and even all over the world.
Industrial participants point out that with the rapid development of smart terminals in the 3G era, the competition pattern of the mobile phone market will become even more complicated. In the meantime, the industry thinks positively of the marriage between domestic mobile phones and China Unicom’s WCDMA. Amidst the fierce competition of the terminal market globally, however, Chinese smartphones need to understand the market better, and puts more efforts in products R&D and brand image improvement, hoping to evolve from the “copycat” image to a national brand as soon as possible.
End of updates
The new high-volume smartphone market has been established by China Unicom with Lenovo and ZTE involvement from August 2011 on under the so called ‘RMB 1000’ [US$158] inititiative of the carrier.
As visible on the chart (see left) China Unicom was able to return to the previous 10% month/month growth rate of the 3G subscribers as the result of this approach. Unicom’s main rival the much bigger China Mobile was, however, unable to sustain that growth rate. One of the reasons is certainly the fact that China Unicom has so far been the only Chinese operator with official iPhone offerings. By looking to the enlarged picture of the chart for the August-November period one can nevertheless see that the gap in month/month growth rates of the two companies has been steadily growing. This cannot be explained in other ways than by this 1st stage of the ‘RMB 1000’ initiative. Since in the end of December the initiative has been extended to the RMB 1500 [US$238] price cap with not less than 8 models joing the offerings under this umbrella, this will define an obvious smartphone war for 2012.
The first stage of this initiative has already radically redefined the 3G smartphone market for W-CDMA customers in China:
– the ‘RMB 1000’ [US$158] Android phone (Lenovo A60) has slightly better graphics performance than either the 4.26x more pricey iPhone 3G S or the 1.62x more pricey best classic Android phone (Sony Ericsson WT19i)
– the Dhrystone performance of that phone is quite enough comparing to both (2/3d of the iPhone and 4/10th of the Sony Ericsson device)
| Smartphone and its availability (+ recent price) |
Lenovo A60
|
Sony Ericsson WT19i
|
Apple iPhone 3G S
|
| DMIPS | 812.5 | 2100 | 1200 |
GLBenchmark 2.1 Egypt High
|
|||
|
2787 (3174) | 2653 (4806) | 2714 (3352) |
|
2765 (3159) | 2653 (4806) | 2646 (2913) |
|
2757 (3155) | 2653 (4806) | 2646 (3257) |
| Screen size | 480 x 320 | 480 x 320 | 480 x 320 |
| SoC w/ core inside |
MediaTek MT6573 w/ 650MHz ARM11 |
Qualcomm MSM8255 w/ 1GHz Scorpion |
Samsung S5PC100 w/
|
| GPU inside the SoC |
PowerVR SGX 531 |
Adreno 205 |
PowerVR SGX 535 |
Note: For realistic graphics performance the results of the ‘High’ version of the GLBenchmark 2.1 are used here since this is showing how the GPU is performing in high-quality rendering with “multi-sample anti-aliasing and at least 24 bits of color- and Z-buffer depths”. Also the results are shown here for the so called ‘Egypt’ benchmark as it “tests OpenGL ES 2.0 and represents the newest and most demanding benchmark” according to Anandtech. To understand what we are talking about here is also a video demonstration of the 2.1 Egypt benchmark by the globally recognized and accepted creator of it, Kishonti Informatics Ltd:
Since China Unicom launched the second stage of its ‘RMB 1000’ in the end of December, when not less than 8 models with a higher, 1500 [US$238] price cap have been joining the offerings, we can safely argue that what is happening now in China will apply to the global markets as well. We have already shown in an earlier post that China becoming the lead market for mobile Internet in 2012/13 [Dec 1, 2011], so there is no question about that.
Please find below a collection of all related information. It is necessary to highlight here the fact that with the higher, 1500 [US$238] price cap we are already in the 1.0 GHz Cortex-A9 and A5 CPU performance territories which mean 2500 and 1570 DMIPS respectively. The screen is also larger, 4” as well as the resolution is 800×480.
Another thing that needs to be highlighted here is China Unicom’s very attractive contract plan, described below as:
Customers who select the RMB 96 [US$15] per month two-year contract plan can receive the handset for free with a RMB 1,599 prepaid deposit. Users who purchase a smartphone without a contract plan for RMB 1,299 can later select a two-year contract plan starting at RMB 46 [US$7.3] per month and receive free calling credit.
NOW THE DETAILED COLLECTION
China Unicom Releases Eight Low-cost 3G Smartphones [Marbridge Daily, Jan 4, 2012]
During a recent [Dec 26, 2011] event in Beijing, China Unicom (NYSE: CHU; 0762.HK; 600050.SH) unveiled eight new “RMB 1,000” smartphones with 4-inch displays and CPUs clocking up to 1 GHz, as well as announcing its 3G smartphone policy for 2012.
The eight phones, all priced under RMB 1,500 [US$238], including China Wireless Technologies (2369.HK) subsidiary Yulong’s Coolpad 7260, the Hisense (600060.SH) HS-U8, ZTE (0763.HK; 000063.SZ) V889D, Huawei U8818, Lenovo (0992.HK) A750, TCL Communication Technology (2618.HK) W989, Amoi N89, and Philips W635. The Coolpad 7260 and Hisense HS-U8 hit the market in late December 2011.
Unicom expects China’s RMB 1,000 smartphone market to reach 90 mln units sold in 2012, while 60 mln smartphones priced between RMB 1,000 and RMB 2,000 will be sold, including both well-known domestic and international brands. Unicom expects the iPhone to continue to be the carrier’s flagship strategic product in the high-end RMB 2,000 or more smartphone market, and Unicom will continue to strengthen its line-up of operator-customized Android smartphones as well as a range of Windows Phone handsets. Unicom will also push dual-mode, dual-standby, dual-SIM smartphones.
The WCDMA/GSM dual-SIM, dual-standby Coolpad 7260 features a 4-inch WVGA 16 mln color HD multitouch display, Android 2.3, and Coolpad’s secure cloud services. The Hisense HS-U8 WCDMA/GSM dual-SIM, dual-standby smartphone is 1.6 mm thick and features a 5 MP autofocus camera and 3 MP front-facing camera. Both are available with contract plans. Customers who select the RMB 96 [US$15] per month two-year contract plan can receive the handset for free with a RMB 1,599 prepaid deposit. Users who purchase a smartphone without a contract plan for RMB 1,299 can later select a two-year contract plan starting at RMB 46 [US$7.3] per month and receive free calling credit.
China Unicom’s 3G network already covers 341 cities and over 95% of county towns nationwide. HSPA+ peak downlink speeds reach up to 21 MB in 56 key cities. Nearly 20,000 Unicom service centers offer 3G services, as well as nearly 10,000 non-operator stores run by hundreds of major retail chains. Unicom 3G service is also available through mainstream e-commerce channels. According to a source within Unicom, non-operator channels contribute over 50% of China Unicom’s 3G growth.
According to an industry source, China has 900 mln handset users, 90% of whom have a handset priced under RMB 2,000.
Regarding the full contract plan the only available information is from the Chinese press release: China Unicom released eight new definition of thousands of intelligent machines new 4.0 series [translated by Google, Dec 26, 2011]
Attachment: Cool 7260, Hisense HS-U8 contract plans
(A) “Stored send phone calls” contract plan
(B) “purchase mobile phones to send calls” contract plan
China Unicom releases low-end smartphones to woo 3G users [Want China Times, Dec 28, 2011 ]
A China Unicom promotion offers free smartphones paired with 3G service packages.China Unicom, one of China’s three major state-run telecom operators, has teamed up with several local cell phone vendors to launch its latest low-end smartphone in a bid to attract more 3G users.
Along with eight handset vendors — including Hisense, ZTE and Huawei — China Unicom on Monday unveiled its latest low-end smartphone, marketed as the “1,000-yuan (US$158) smartphone 4.0.” The new smartphone is equipped with a 1GHz processor and 4.0-inch screen, an improvement over the 3.5-inch screen of an earlier model.
The launch is widely seen as a move to attract more phone users to 3G smartphones. The number of [W-CDMA i.e. China Unicom’s] 3G users in China has increased to over 36 million, just three years after 3G licenses were made available in 2009.
“(The phone) is a win-win situation for chip makers, cell phone manufacturers and distribution vendors, and the boost in the 3G business is attributable to inexpensive cell phones,” said China Unicom general manager Lu Yimin.
“The launch of the inexpensive 4-inch-screen phone signals that the battleground has shifted from high-end phones to mid- to low-end phones,” said Fu Liang, an independent analyst.
Telecom operators agree that lowering the prices of 3G smartphones will be key in bringing the technology to 2G subscribers, who mainly use mobile phones to make calls, the analyst said. They realize that a price tag of 1,000 yuan will be instrumental in initiating that shift, the analyst said.
The boost to business is most obvious among handsets jointly launched by Chinese electronics makers Lenovo and ZTE. The two companies currently lead the market for phones that use the WCDMA network standard, with Lenovo selling 340,000 of its A60 phones and ZTE selling 240,000 of its V880 handsets per month, according to an analyst. In 2012, the analyst estimated, the number of phones priced under 1,000 yuan will climb to 90 million, while those priced between 1,000 and 2,000 yuan (US$316) will number around 60 million.
China Unicom has seen its 3G subscribers rapidly increase since it partnered with cell phone vendors such as Huawei and Lenovo to roll out inexpensive models in China. According to data from the three major telecom operators in China — China Unicom, China Telecom and China Mobile — 3G subscribers using China Unicom’s network increased to by 3.38 million in November, while China Mobile and China Telecom saw their 3G users rise to by 2.68 million and 2.16 million, respectively.
China Unicom today released an upgraded version of the new definition of thousands of intelligent machines 4.0 [Google translation, Dec 26, 2011]
… The first listing contains the models are Coolpad 7260 [酷派 Yulong], Hisense [海信] HS-U8, ZTE [中兴] V889D, Huawei [华为] U8818, Lenovo [联想] A750, TCL A996, Amoi [厦新] N89 and Philips* W635 …
…
* Sang Fei [桑菲通信]:
Sang Fei is one of China’s biggest mobile communication enterprises with a large export market and a fast-emerging domestic brand presence. A core subsidiary of China Electronics Corporation (CEC) [a highly specialized contract manufacturer in Taiwan] and SED Group [Shenzhen SED Industry Co., Ltd., a state-owned enterprise, which contains 20 solely-funded enterprises and Joint Ventures enterprises, is a publicly listed company on the Shenzhen Stock Exchange [from: the staff is over 5000, the yearly turnover is over 1000 million of U.S Dollar]] …
…
Sang Fei has evolved into a multi-million mobile communications player on the international stage since it was established in 1996 as a joint venture between electronics giant Royal Dutch Philips Electronics Ltd and SED. In 2007, its official buyout of Philip’s global mobile phone businessof Philips, backed by decades of knowledge transfer from the Dutch company, marked the beginning of a new chapter in Sang Fei’s history.
Although it has retained the world-famous Philips brand for its mobile phone products, Sang Fei has stamped its own mark on the business. With an accumulated output exceeding tens of millions, its mobile phones are well recognized by both the industry and customers from home and abroad …
Platform Qualcomm Snapdragon S1 [Google translation, Dec 26, 2011]
… Five models are using Qualcomm Snapdragon S1
- Coolpad 7260
[MSM7227T based with 800 MHz ARM11 processor, 4” display],- Hisense HS-U8
[MSM7227A based with Cortex A5 processor],- ZTE V889D
[MSM7227A based with 1.0 GHz Cortex A5 processor, 4” display],- Huawei U8818 [MSM7227A based with 1.0 GHz Cortex A5 processor, 4” display] and
- Philips [Sang Fei] W635 [MSM7227A based with 1.0 GHz Cortex A5 processor, 4” display]. …
[i.e. Lenovo A750, TCL A996 and Amoi N89 are not:
- Lenovo A750 has MediaTek MT6575 SoC with a 1.0 GHz Cortex-A9 core and HSPA+ support, and 4” display
- Amoi N89 quite probably has MediaTek MT6575 SoC with a 1.0 GHz Cortex-A9 core … as well
- TCL A996, meanwhile has the following specifications:
- Network standard: GSM / WCDMA
- Size: 123 × 65.5 × 12.9mm
- Screen: 4.0 inch IPScapacitive screen resolution of WVGA (480 × 800)
- Battery Capacity: 1500mAh
- Standby time: 300 hours
- Talk time: 4 hours
- Operating System: Android 2.3
- Processor: [Broadcom ARM11-based] BCM 21552
- Memory: RAM 512MB/ROM 512MB, support Micro SD expansion (up to 32GB)
TCL increases smartphone sales 24x to over 1 mln units [Dec 9, 2011]
Chinese handset maker TCL shipped 1.1 million smartphones as part of the 39.15 million units of mobile phones and other products it sold in January-November, 24 times more than the 42,384 smartphones it shipped in the year-earlier period, when total product shipments stood at 39.15 million units. Due to the increasing popularity of handsets that carry social networking functions, the group continued to launch more Facebook phones, strengthening its brand reputation and expanding market share. In November, FrenchTelecom-Orange announced that it would launch the first of three new phones featuring a Facebook key, the Alcatel One Touch 908F. TCL said that the Alcatel phones with Facebook keys are set to be launched across Africa and Europe before the end of the year. TCL, which produced the Vodafone 555 Blue phone as a white-label product, expects its Alcatel One Touch branded phones to raise the product mix towards higher revenue-earning smartphones. TCL is also involved in future mobile technologies, including Terahertz spectrum (0.1-10THz). Still not fully utitilised, the band is being considered in China where TCL has produced a phone supporting THz communications, the Xianguyn A919.
Top TCL Executive Visits Taiwan’s Electronics Makers With Huge Procurement Hint [Dec 7, 2011]
Taipei, Dec. 7, 2011 (CENS)–TCL Corp. Chairman and Chief Executive Officer Li Dongsheng said his company will not limit spending on procurements of Taiwan’s electronics products when recently visiting some Taiwanese electronics heavyweights, including chip vendor MediaTek Inc.
TCL, currently the world’s 25th biggest producer of household appliances, plans to ship 12 million LCD TVs and 50 million mobile phones in 2012. Industry executives estimated the company to budget more than US$1 billion for sourcing Taiwan’s electronics products next year.
Among Taiwan’s contract suppliers on TCL’s outsourcing lists are MediaTek Inc., AU Optronics Corp. (AUO), and Chimei Innolux Corp. Li visited MediaTek’s and AUO’s Taiwan headquarters a few days ago. He said his talk with MediaTek Chairman M.K. Cai mainly focused on cooperation over smartphone development.
However, both AUO and MediaTek executives declined to comment on the meetings.
TCL is now MediaTek’s biggest customer, purchasing up to 30 million mobile phone chipsets from MediaTek in 2010. Li touted that TCL is already among the mainland’s first-tier handset makers, shipping around 45 million systems in 2011. The company shipped 36.2 million mobile phones in 2010.
Taiwan’s industry executives noted that TCL is also one of MediaTek’s major customers of TV chips. TCL has reportedly designed MediaTek MT6573 chip, MediaTek’s first 3.75G 3.5G smartphone chip unveiled early this year, into its mobile phones. MediaTek’s 3D TV chip launched early this year has also entered into TCL TVs.
Handset chips and TV chips have accounted for over 90% of MediaTek’s revenue.
Li pointed out that unlike tepid LCD TV demands in Europe and North America, the mainland’s LCD TV market will grow at least 10% in 2011. He estimated the mainland to turn out a total of 90 million LCD TVs throughout this year, with nearly half of which set aside for the mainland’s domestic market. Although TCL has secured supply of 30 million LCD panels with LCD maker BOE Co., Ltd. of the mainland, the volume is far short of its demand.
Li stressed that his company has entered into cooperation with LCD maker AUO and several Taiwanese LED makers to ensure steady supplies for its TVs.
Backend firms gearing up for new MediaTek solution [Dec 23, 2011]
IC packagers Advanced Semiconductor Engineering (ASE) and Siliconware Precision Industries (SPIL), and substrate makers Unimicron Technology and Kinsus Interconnect Technology are all getting ready for the launch of MediaTek’s MT6575 single-chip solution, according to industry sources.
The upcoming MT6575 will run at 1GHz – an upgrade from 650MHz that the predecessor MT6573 has – targeting growing demand for low-cost smartphones. MediaTek adopts the advanced 40nm process for its MT6575 chip line, and uses wire bonding instead of flip-chip packaging in the products for cost reasons, the sources indicated.
[from: MediaTek MT6575 chips [are] using the new 40-nanometer process, compared with the previous generation chip [the] MT6573 [is] smaller, [the] single-wafer die production is up to 1,200 pieces, [which is] an increase of nearly 50%, [thus] help[ing to] reduce costs.]MediaTek has delivered samples of the new MT6575 solution for design-in to about 40 companies since December, the sources said. It expects to start shipping in volume to customers between January and February 2012, the sources noted. [from: first in December for a small amount of trial production, about 400,000 single month]
Shipments of MediaTek’s MT6575 solution are likely to top 1.5 million units in January, and further expand to three million in February, the sources estimated. The anticipated boost in shipments will buoy sales at its backend suppliers in the first quarter of 2012, the sources said.
ASE remarked at its most recent investors meeting that shipments would decrease 3-4% sequentially in the last quarter of 2011. Looking forward, fewer working days in January might affect the company’s sales performance, said ASE, without elaborating further.
Kinsus has estimated flat sequential growth in fourth-quarter sales. Sales for the first quarter of 2012 would slide as a result of seasonal factors, the company said.
From a MediaTek product document:
MT6573(ap+modem+pmu) + MT6162(rf) + MT662(wifi,gps,bt,fm)
MT6573: ARM11 AP, ARM9 Modem processor,HSPA。
MT6573: 8 Mega pixel camera, OpenGL ES2.0MediaTek MT6573 is a highly integrated 3G system-on-chip (SOC) which incorporates advanced features like HSPA R6 modem, 650MHz ARM11 CPU, 3D graphics(OpenGL|ES 2.0), 8M camera ISP, LPDDR 400MHz, FWVGA(854×480) video decoder. MT6573 can helps phone manufacturers build high performance 3G smart phone with PC-like browser, 3D gaming and cinema class home entertainment experience.
World-Leading Technology:
Based on MediaTek’s world-leading mobile chip SOC architecture and 65nm advanced process, the MT6573 is the grand new generation smart phone SOC. It integrates the MediaTek HSPA R6 modem, 650MHz CPU, 3D graphics, FWVGA video decoder and power management unit.
Rich Feature for High Valued Product:
To enrich camera feature, MT6573 equips a 8M camera ISP with advanced features like auto focus, anti-handshake, continuous video AF, face detection, burst shot, optical zoom, panorama view and 3D photo.
Incredible Browser experience:
The 650MHz CPU brings PC-like browser experience and help accelerate OpenGL|ES 2.0 3D Adobe Flash 10 rendering performance to an unbeatable level.
3G chip market opening price war or acceleration of intelligent mobile phone [Dec 15, 2011]
… With MT6573 scenery, MediaTek then released their latest MT6575, treatment efficacy faster, as high chip MSM7227A. Frequency up to 1GHz, using ARM CortexA9, support for HSPA+. By comparison, MT6573 is inferior many, the chip using ARM11 AP processor frequency is 650 MHz, modem support HSPA speed of 7.2Mbps / 5.76Mbps. …
MediaTek reiterates 4Q11 sales guidance [Dec 29, 2011]
Following a report regarding falling feature phone and smartphone demand in China, MediaTek has said its sales guidance for the current fourth quarter should remain on track. MediaTek expects fourth-quarter sales to fall somewhere between a decrease of 2% to an increase of 5% sequentially.
MediaTek’s consolidated revenues for October and November totaled NT$15.16 billion, already making up 62-66% of the company’s targeted NT$22.9-24.5 billion for the fourth quarter.
Industry sources were quoted in a recent report suggesting a recent slowdown in chip orders from China’s handset market would imply an early arrival of the low season. Many Taiwan-based handset chip suppliers, which rely heavily on the China market, might report 5-10% sequential decreases in December revenues, the sources were quoted as saying.
Qualcomm cuts chip prices for Chinese smartphones [Dec 25, 2011]
Deep price cuts in new dual-core chips produced by American telecom equipment manufacturer Qualcommand used in smartphones produced in China could intensify competition between the company and Taiwan-based integrated circuit designer MediaTek.
The move marks the beginning of a new round of price slashing, Gao Guiming, senior vice president of A’Hong Communication & Digital Information, told the Shanghai-based First Financial Daily.
The US$7 reduction in the price of Qualcomm’s new dual-core chips will pit the company in direct competition with MediaTek in the market for smartphones priced at around 1,000 yuan (US$158). Gao pointed out that MediaTek remains a follower in the smartphone market and that Qualcomm’s price cut will force the Taiwanese firm to follow suit in order to expand its market share in China.
Smartphone shipments in China reached 24 million units in the third quarter of 2011, surging 58% from the second quarter and leading the country to pass the US as the world’s biggest market for the devices, according to data compiled by research and consulting firm Strategy Analytics. Total sales volume in China is projected to expand to 153 million phones in 2012.
Qualcomm’s latest price cut signals its plan to supply smartphone manufacturers with “public boards” designed for common use by various producers to quickly develop low-cost handsets.
Qian Zhijun, product director at Qualcomm China, revealed at a summit on smartphones held in Shenzhen last month that his company’s new research and development center in Shanghai will help producers shorten the time needed to roll out new products. Qualcomm aims to use its QRD development platform to help producers put new models on the market within 30-60 days, compared with the more than six months required today.
Sources at MediaTek say there is still no news about the company’s possible plans to cut prices in response. MediaTek president Hsieh Ching-chiang stressed in November that providing customers with low-cost customized chips has long been the company’s forte and that the smartphone sector will see little change.
Hsieh implied that MediaTek still has an advantage over Qualcomm in terms of offering more comprehensive services to clients. He revealed that MediaTek has shifted most of its resources to the smartphone sector. Hsieh expects the company’s shipments of dual-core chips for intelligent handsets to double to 20 million sets in 2012.
Liu Wenquan, an industry analyst based in Shenzhen, says an intense price war is unlikely in the near future as aggressive promotion by Chinese telecom service carriers has brought about skyrocketing demand for low-cost smartphones. MediaTek’s MT6573 chips are still in short supply, he said.
Analysts said Qualcomm’s major targets in China are larger smartphone producers, not mobile phone copycats. Senior vice president Jeff Lorbeck stated that the QRD development platform will be open mainly to companies that have already won Qualcomm technology certification and authorization.
Further, Qualcomm’s price still hovers about US$10 higher than similar products from MediaTek, which maintains the advantage of higher flexibility as well as closer and smoother communication with Chinese smartphone manufacturers.
Gu Wenjun, an analyst at market research firm iSuppli, said the Chinese market is too big and diverse for any single chip supplier to maintain a dominant role. The best policy for Qualcomm and MediaTek is to take better care of their largest clients, he suggested. Smartphone manufacturers are expected to continue the policy of choosing two or even three core chip suppliers in order to produce a variety of smartphones to satisfy consumers’ tastes, added Gu.
ZTE Skate [V960] Review CNET [cnetuk, Nov 23, 2011]
In this video review, Amie Parker-Williams does a double take when she gets her mitts on the ZTE Skate, the identical twin of the Orange Monte Carlo. While the two phones may have been cast in the same mold in terms of design, the Skate thankfully comes without the Orange bloatware, and is better off for it. Hit play to take a closer look at this glossy Android blower.
China Unicom Hopes To Sell Cheaper Phones Next Year [Dec 20, 2011]
Chinese telecom operator China Unicom announced its strategic focus for 2012 and said it will focus on the sales of phones with the prices between CNY1,000 and CNY2,000.
On December 12, 2011, China Unicom and ZTE, the Chinese telecom equipment maker, jointly launched a customized phone named Skate V960, which is recognized as a strategic productby Yu Yingtao, general manager for the sales department of China Unicom.
Yu previously revealed during an interview that many manufacturers were developing phones with the prices between CNY1,000 and CNY2,000 and China Unicom will bring surprises to users in 2012. The company plans to introduce more cost-effective products then.
Following the launch of Skate V960, other Chinese and International makers such as Huawei, Motorola, HTC, and Samsung will provide more options in this price range, said Yu. Products of this price range hold a 20% share of the market in China, which means a user group of about 50 million people. Therefore, China Unicom will cooperate with first-class makers in China and the world to meet the demands of these consumers.
However, Yu pointed out that it does not mean the company will focus less on smartphones with prices lower than CNY1,000, because these products own 63% share of the market and more international brands expressed their intention to launch CNY1,000 smartphones. According to Yu, for the year 2011, China Unicom’s sales of CNY1,000 smartphones made by ZTE, Huawei, Lenovo, Coolpad, and Amoi is expected to be over 10 million units.
ZTE SKATE [V960], Smart Choice, Bright Life [ZTEGlobal, Sept 22, 2011]
ZTE Smartphone Sales Top 12M Units [Dec 13, 2011]
ZTE Corporation (000063, 0763.HK) has met its 2011 annual sales target of 12 million smartphones, reports 163.com, citing company vice president He Shiyou. The companysold three million smartphones last year.
He said ZTE is currently planning its 2012 sales target, and that there will be more than a doublingof the smartphone sales target.
ZTE and China Unicom (600050, 0762.HK) jointly launched the Skate V960 smartphone priced at 1,499 yuanon December 12.
The Skate V960 mobile phone was first rolled out in overseas markets, including Brazil, Spain, Hong Kong, Germany and the U.S., before its launch in the domestic market.
He said ZTE will continue to cooperate with operators in terminal sales, and will develop other sales channels as well.
ZTE Skate – Light your smart world [ZTEGlobal, Oct 13, 2011]
ZTE V960 [= Skate] product page[translated by Google, Sept 23, 2011]
- Frequency range GSM: 900/1800/1900 UMTS: 900/2100 HSDPA: 7.2Mbps DL
- Chipset Qualcomm MSM7227-T [800 MHz]
- Size 126.5 * 68 * 11.2mm
- Weight 140g (with battery)
- Antenna comes with built-in antenna modeling straight memory
- Memory: 200 MB of available space is greater than the available expansion card memory MicroSD memory card expansion (up to 32 GB)
- The main screen 800 * 480 pixels, 262K TFT color screen, 4.3-inch external screen without camera
- 5M pixel camera take a picture: up to 2560 * 1920,
- Shooting video: up to 640 * 480
- Digital zoom: 1.6 times
- Battery Standard battery: Li-ion 1400 mAh
- Side keys (volume keys) with the keyboard menu, home, back
- Touch-screen full-touch capacitive touch-screen interface,
- Bluetooth extension, MicroSD card, USB 2.0 Full Speed
- SIM card insertion, 3V, 1.8V
- Stereo headphones with a microphone headset hands-free speaker with charger 5pin Micro-USB
- Sensor support gravity sensor, light sensor, proximity sensor
China-based branded smartphone vendors to produce sub-US$100 models [Nov 3, 2011]
China-based branded handset vendors including Lenovo, ZTE and Huawei Technologies are expected to venture into the production of smartphone models with a price tag of around US$100 in 2012 – a move which will add pressure on white-box vendorsin China as well as on upstream parts and components suppliers, according to industry sources.
The China-based makers are responding to growing competition from foreign branded smartphones vendors including HTC, Apple and Samsung Electronics, which have recently expanded their product lineups for the entry-level and mid-range markets, the sources noted.
Although HTC has refuted market rumors that it plans to launch smartphones for the US$100 segment, the sources said HTC has been trying to reduce its production costs by introducing models with comparable hardware specifications but running on different operating systems.
Taking the HTC Titan and HTC Sensational XL for example, the hardware specifications of the two models are comparable, but the HTC Titan runs on Windows Phone platform, while the HTC Sensational XL is powered by Android 2.3.4.
Apple’s launch of 8GB iPhone 4 and iPhone 3GS is also a vivid indication of the vendor’s ambition to expand its share in the entry-level and mid-range smartphone segments, the sources commented.
Qualcomm competing with MediaTek in China market with price competition [Dec 6, 2011]
In view of increasing adoption of the MT6575, a 1GHz chip solution developed by Taiwan-based MediaTek for use in 3G handsets and smartphones, by several China-based vendors and white-box clients, Qualcomm has lowered its quotes by keeping them close to MediaTek in order to strengthen its price competitiveness, according to China-based white-box vendors.
Following selling the 650MHz chip MT6573 in the China market during early October peak sales period, MediaTek has begun offering the MT6575featuring mainstream a computing speed of 1GHz and four functions, GPS, FM, Bluetooth and Wi-Fi, in one chip. The specifications plus price and rich content available on MediaTek’s handset development platform have made M6575 strongly competitive in the China market, the sources indicated.
Qualcomm has had its MSM7727 and MSM7727Acompete with MediaTek’s MT6573 and MT6575 respectively, the sources noted.
Based on a general price level of about US$10 for a 3G handset chip, the MT6575 is competitive enough in price, the sources indicated. To be competitive, Qualcomm has to decrease prices because its quotes for 3G handset chip solutions are mostly higher than MediaTek by more than 20%, the sources pointed out.
The competition for 3G handset chip solutions between Qualcomm and MediaTek will extend from China to emerging markets in 2012, the sources indicated.
The new frontier in mobile computing: Q&A with Qualcomm EVP Steve Mollenkopf [May 31, 2011]
…
Q: Convergence has been talked about for years, why is now such a critical time in the evolution of the market?
A: If you look at the current market situation, there are there are three areas that have driven the industry to reach critical mass.
First of all, advancements in semiconductor designhave substantially increased the amount of computing power that you be put into the small thermal envelope needed to efficiently power a mobile phone or portable device. What this means is that you can now put the same processing power in a smartphone or another type of handheld device that used to be in a notebook, and that is really opening up the market to new designs and usage models.
The second thing that is shaping the current market is that the shift to next-generation mobile networkshas meant that a lot of data can be quickly delivered to – and enjoyed by – mobile devices, with multimedia and Internet content driving demand. High-speed 3G and 4G networks really enable an enormous amount of connectivity to occur with mobile devices.
The third area where the market is really evolving is that the dynamics of the software markethave changed a great deal. Most developers used to focus on the PC ecosystem, and a major priority driving software vendors in the past was making sure that they maintained backward compatibility for their applications. If you look at the market now, most people are developing for smartphone platforms and those platforms are migrating up. This has broken the link of being encumbered by legacy applications. This phenomena is only going to accelerate even more as we move into cloud computing and most user data and applications end up being positioned somewhere in the cloud.
So what this means is that currently there is a kind of perfect stormin the mobile environment that is bringing the best of all worlds together. It is really going to change the way mobile devices are used and it is also going to change the technology in them.
Q: While users are expecting more from their mobile devices, system providers have to deal with more complexity, making it harder to quickly deliver products to market. Can you explain how Qualcomm can help enable its partners in this area?
A: It’s true. What you see, particularly as you start moving into mobile computing is that the devices are very complex. For market players, this means that your solution needs to excel along many different vectors. It has to have a high-performing processor. It has to have a high-performing graphics engine. It has to have a high-performing modem. It has to be a high performing connectivity solution.
Moreover, all of those areas need to be blended together in an optimal manner. It doesn’t make sense for a device to simply be a collection of assets. All the areas need to work properly together for that system to be a success. What that means for semiconductor solution providers is that you need to have all of these assets in house in order to best enable your customers.
Really, when the complexity of the solution becomes quite high, it is going to be very difficult for many players to deliver that system solution efficiently and at the speed that is required in order to be competitive in the market. A lot of solution providers may excel in one area or another, but not really in all areas. This makes things more difficult for downstream system providers. What Qualcomm has endeavored to achieve is to try to excel across multiple vectors. We have been lucky in that we have had the scale to invest, to allow us to be successful.
Q: Can you tell us a bit about your hardware features, especially Snapdragon?
A: Referring back to Qualcomm being able to succeed across multiple vectors, the Snapdragon is a perfect example. One misconception many users have about Snapdragon is that it is a processor but Snapdragon is an integrated system. It doesn’t refer solely to the processor or to the graphics engine. It doesn’t refer to the connectivity assetsor the modem individually. It refers to all of them together in an integrated solution.
Looking back at the first Snapdragon we did, which was really the first 1GhHz processor in a mobile phone; that was when we really began enabling the market with a much differentiated product relative to what the market had seen before. We are now on our fourth generation productand we will continue investing heavily in the platform as we move forward.
In terms of processing on the ARM-based Snapdragon platform, we currently have a mix of the highest performance and lowest power mix in the industry with our 28nm versions of the device. On the network side, Qualcomm has always been known as a leading modem company and we integrate the modem into the processor. Together with the GPU, the SoC (system on chip) family of solutions delivers one of the most integrated solutions today. In addition to providing us with a leadership position, this is pretty important because it allows our partners to develop unique designs. For example, the first LTE smartphone from Verizon is built around our Snapdragon platform.
And it is not just about hardware. A solution provider needs to be able to deliver software support as well. For example, currently we deliver Android over multiple chipsets at the same time. This is important because there are many tiers of devices, from high-end tablets down to entry level smartphones. With Qualcomm being able to deliver solutions that cover all market segments, we enable our partners to be competitive with a full range of products as well.
We started talking about complexity and finished with integration, but integration is really just the ability to pull together many different types of technologies into one easily deliverable package, whether it is one physical package or one system solution tied together by one set of software. As the market progresses and becomes more complex, fewer companies can deliver on this. That is why Qualcomm is leading the way.
Q: How does this level of integration help you enable your partners?
A:Combining all the levels of integration in our family of solutions allows for more creativity for system houses. OEMs can spend their resources and investment in areas that help differentiate their products. It is a much more efficient way to deliver technology.
In addition, our highly integrated solution actually expands the market by enabling more partners to participate in system design. By providing so much to our partners, we don’t limit our customer base to companies with very large engineering teams only. Many more companies are able to go to market with our products.
…
Taiwan foundries cut prices 10-15% [Dec 30, 2011]
Taiwan-based foundry service providers have cut their prices for wafers built on mature node processes to reflect lower production costs, according to sources at IC design firm. The move is also aimed to encourage customers to build inventory, the sources said.
Some fabless IC firms tend to accept their foundry partners’ low-price offerings in consideration of their long-term relationships, the sources indicated.
Chip inventories throughout the supply chain have actually been lowered to safe levels, the sources said. However, companies hold a wait-and-see attitude rather than restocking because of an uncertain business outlook, the sources pointed out.
Inventories climbed to excessive levels between the end of the second quarter and the beginning of the third quarter, due to a combination of negative macroeconomic factors such as weak consumer confidence in the US and the European crisis.
In other news, despite slow demand for mature process manufacturing, Taiwan Semiconductor Manufacturing Company (TSMC) continues to see orders heat up for advanced 28nm technology, according to sources at non Taiwan-based chip suppliers.
Foundry orders losing momentum [Nov 22, 2011]
Foundry chipmakers have seen short lead-time orders lose momentum, according to industry sources. Short lead-time orders were a key factor contributing to their revenue growth in October and better-than-expected results in the third quarter.
A surge of short lead-time orders was previously expected to emerge around this time amid low inventories in the semiconductor supply chain, the sources pointed out.
But fabless IC clients are now unable to meet order estimates placed earlier with the foundries, and have requested delivery to be delayed until after the first quarter of 2012, the sources indicated.
Major foundry players including Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics Corporation (UMC) might post double-digit sequential dips in revenues for the first quarter of 2012, due to a slowdown in orders, the sources said. Gross margin and operating margin for the quarter will also come under downward pressure along with their utilitzation rate declines, the sources added.
But starting from the middle of the second quarter, foundries are expected to see orders pick upwith clearer order visibility, the sources believe.
TSMC at its most-recent investors meeting estimated consolidated sales for the fourth quarter of 2011 would slip 1-3% sequentially. The firm reported higher-than-expected results for the third quarter driven short lead-time orders.
UMC has guided wafer shipments for the fourth quarter would decrease about 10% sequentially with ASPs up 5%. It did not provide a revenue guidance.
Both TSMC and UMC have not disclosed their revenue forecast for the first quarter of 2012.
China market: Handset demand weak [Dec 26, 2011]![]()
Demand for feature phones in China has turned weaker than expected since the middle of October, according to sources at Taiwan’s LCD driver IC design houses. Smartphone demand in China is also slowing down recently, bringing further adverse impact to some firms’ sales performance, the sources indicated.
The slowdown in orders reflects an early arrival of the low season, the sources observed.
Many of Taiwan’s handset chip suppliers which rely heavily on the China market are likely to report 5-10% sequential decreases in December revenues, the sources estimated, citing falling demand from the region. Sales might further decline 10% or more sequentially in the first quarter of 2012, as a result of fewer working days during the long Chinese New Year holiday and seasonality, the sources noted.
However, most of Taiwan’s handset chip designers will see their sales recover starting the second quarter of 2012 when China-based handset firms’ inventories will be low, the sources said.
MediaTek likely to post higher revenues in December [Dec 21, 2011]
Brisk orders from China-based smartphone vendors who are preparing for Lunar New Year sales campaignsare buoying MediaTek’s sales in December, according to industry sources. The IC design firm is expected to post sequential growth in consolidated revenues for the month, the sources said.
The sources estimated MediaTek’s December consolidated revenues at between NT$7.7 billion (US$255 million) and NT$9.2 billion [US$305 million].
MediaTek previously guided consolidated sales for the fourth quarter would be NT$22.9-24.5 billion, compared to NT$23.38 billion in the third quarter.
MediaTek accumulated NT$79.36 billion [US$2,628 million] in consolidated sales from January through November, a 24.8% decline from 2010.
MediaTek posts lower-than-expected sales in November [Dec 8, 2011]
MediaTek has reported consolidated revenues grew 1.2% sequentially to NT$7.63 billion (US$252.9 million) in November. The figure came below market watcher estimates of NT$8.5-9.5 billion.
MediaTek’s November sales were affected by its China-based white-box clients’ lower-than-expected smartphone shipments, according to industry sources. Shipments were disrupted by tight supplies of ambient light sensorsfrom Texas Advanced Optoelectronic Solutions (TAOS), the sources revealed.
TAOS’ back-end operations in Thailandhave been suspended causing disruptions to its ambient light sensor shipments to customers, which also include brand-name consumer electronics vendors such as Apple, HTC and Nokia, the sources indicated. With its ambient light sensor availability becoming tight, TAOS is giving priority to orders placed by the first-tier brands, at the expense of those from second-tier and China’s white-box companies, the sources said.
TAOS is unlikely to provide adequate supplies of its ambient light sensors by the end of 2011, which would continue to disrupt certain CE manufacturers’ deliveries, the sources noted.
Previous reports quoted industry sources saying MediaTek had enjoyed brisk demand for its solutions targeting low-cost smartphones, and an influx of short lead-time orders from clients in China after the country’s National Day holidays.
MediaTek sales to top NT$9 billion in November [Dec 5, 2011]
Buoyed by an influx of short lead-time orders from handset clients in China, MediaTek will report better-than-expected sales results for November 2011, industry sources have said.
MediaTek’s consolidated revenues are likely to top NT$9 billion (US$298 million) in November, hitting the highest monthly level for 2011, according to the sources. The company saw its sales decrease about 5% sequentially to NT$7.53 billion in October.
MediaTek reportedly has enjoyed brisk demand for its MT6573 smartphone solution – targeting low-cost smartphones. In particular, demand received a boost driven by orders from China during the country’s National Day holidays in Octonber, the sources observed. Next-generation MT6575 is scheduled to start shipping prior to Lunar New Year, the sources indicated.
The upcoming MT6575 single-chip solution will run at 1GHz, an upgrade from 650MHz that its predecessor has, the sources revealed. In addition to white-box handset makers, a number of brand-name firms targeting the China marketreportedly will adopt the solution from MediaTek, the sources indicated.
MediaTek previously reiterated that its sales estimate of NT$22.9-24.5 billion for the fourth quarter remains unchanged. The company posted consolidated revenues of NT$23.38 billion in the third quarter, up 11.4% sequentially but down 17.1% on year.
Motorola increasing orders to Taiwan production partners, say sources [Dec 6, 2011]
Motorola Mobility has been strengthening its ties with Taiwan-based handset ODMs and parts and components suppliers with procurements from those production partners to increase 10% sequentially in the second half of 2011 and to further expand by 10-15% in 2012, according to sources in the supply chain.
Motorola’s increased orders to Taiwan production partners reflect a steady integration process between Google and Motorola as well as the vendor’s stepped-up efforts to launch new models, including the Razr XT910 flagship model [(Dec) TI OMAP 4430 based, with dual Cortex-A9 @1GHz], the high-end Milestone 3, [ME883 (July), XT860 (Sept) and ME863 (Sept) – all OMAP 4430 based, with dual Cortex-A9 @1GHz], the DEFY+ [MB526 (Sept) OMAP 3620 based, with Cortex-A8 @ 720 MHz] social networking phone and the entry-level XT319 [XT319 (Oct) with Qualcomm MSM7227T @ 800 MHz], in the fourth quarter of 2011, revealed the sources.
Motorola’s ODM handset orders to Taiwan production partners are expected to total 11-13 million units in 2011, of which over 90% are feature phones, estimated the sources, noting that Taiwan ODMs may receive more orders for smartphones from the vendor in 2012.
Motorola’s ODM partners include Arima Communications, Compal Communications and Foxconn International Holdings (FIH), while parts and components suppliers include Merry Electronics and Chi Cheng Enterprise.
Merry has reported consolidated revenues of NT$880 million (US$29.1 million) for November, increasing 25.47% on month and 9.67% on year and representing the highest monthly figures in 47 months, according to a company filing with the Taiwan Stock Exchange (TSE).
MediaTek, Spreadtrum, MStar sharing China market of handset chips [Dec 13, 2011]
Taiwan-based IC design house MediaTek and MStar Semiconductor and China-based fellow company Spreadtrum Communications are sharing the market demand for handset chips, according to China-based white-box vendors of handsets.
MediaTek, following victorious sales of its 3G chip MT6573 during the peak sales period in early October 2011, has launched 1GHz 3G chip MT6575 and received good market response, the sources pointed out. MediaTek’s shipments of MT6575 are expected to peak prior to the 2012 Lunar New Year in late January, the sources indicated.
Spreadtrum has dominated the market segment of TD-SCDMA, China-developed 3G standard, chips, with shipments of TD-SCDMA chip SC8800G on the rise, the sources noted.
While MediaTek and Spreadtrum have shifted focus to 3G chip solutions, MStar has focused on marketing of 2.5/2.75G chips with many new products, the sources indicated. MStar’s monthly shipments of 2.5/2.75G chips have climbed to 5.0 million units, more than triple the level in the first half of 2011, the sources pointed out.
Currently, MediaTek has a market share of 60% for 2.5/2.75G chips, while Spreadtrum and MStar have those of 25% and 10% respectively, the sources noted.
MStar reports on-year revenue growth for November [Dec 9, 2011]
MStar Semiconductor has announced consolidated revenues of NT$3.25 billion (US$107.7 million) for November, down 4.4% on month but up 6.5% on year, according to a company filing the Taiwan Stock Exchange.
For the first 11 months of 2011, revenues amounted to NT$32.52 billion [US$1,077.7 million], increasing 3.5% from a year earlier.
MStar taping out 3.75G [?3.5G?] handset solutions in 4Q11 [Nov 9, 2011]
Taiwan-based IC design house MStar Semiconductor will begin to tape out 3.75G [?3.5G?] handset solutions supporting TD-SCDMA and CDMA technologies soon with end market devices to hit the market in the first quarter of 2012, according to company chairman Wayne Liang.
Shipments of handset solutions will increase 30-50% sequentially in the fourth quarter, pushing handset solution revenues to 15% of the company’s total revenues in the quarter compared to 10% in the third quarter, Liang predicted.
Fourth-quarter revenues are expected to top US$311-329 million, up or down in a range of 3% from the previous quarter, Liang said at an investors conference. Gross margin will range 40-42% in the fourth quarter compared to 42.1% in the last quarter.
Shipments of TV chips will drop slightly in the fourth quarter, and demand for TV chips is expected to continue growing in emerging markets in 2012, but the prospects in the US and Europe are still unclear, said Liang.
MStar posted net profits of NT$1.62 billion (US$53.8 million) in the third quarter, up 7.2% sequentially. Third-quarter earnings translated into an EPS of NT$3.06 compared to NT$3.73 posted by rival MediaTek, according to data from the companies.
China market: 2.5G handset chipset prices falling [Nov 24, 2011]
Prices for 2.5G handset chipsets have slipped more than 10% in the fourth quarter of 2011, and will continue to fall at the same rate in first-quarter 2012 due to continued oversupply in the market, according to sources at white-box handset makersin China.
With branded and white-box handset vendors shifting their focus to smartphones, demand for 2.5G feature phones in China is decelerating, the sources said. Taking sales during China’s National Day holidays last month as an example, supplies were tight for many top-selling smartphones while 2.5G devices were unremarkable, the sources indicated.
As end-market demand began to fall, chipmakers including MediaTek, MStar Semiconductor and Spreadtrum Communications decided to lower their prices for 2.5G solutionsto stimulate demand and protect their market shares, the sources pointed out.
Another cause of the intensified price competition is high similarity of products. MediaTek’s 40nm-made 2.5G chipset that comes with a high level of integration enabled the company to stand out from the crowd in the first half of 2011, when competition with rivals was less fierce, the sources said. However, with MStar and Spreadtrum both launching 40nm, highly-integrated solutions, competition has intensified leading prices to fall in the second half of the year, the sources noted.
In addition, MediaTek, MStar and Spreadtrum have stepped up R&D efforts for the development of 3G WCDMA and TD-SCDMA chipset solutions, according to the sources.
Motorola to adopt MediaTek solutions for WCDMA smartphones, says paper [Oct 14, 2011]
Motorola Mobility will adopt MediaTek’s MT6573 solutions for its WCDMA-enabled smartphones, the Chinese-language Commercial Timescited Daiwa Securities analyst Chen Hui-ming as indicating.
Motorola’s order volume to MediaTek is still unclear as it will depend on market demand during the upcoming Lunar New Year holidays as well as Motorola’s cooperation with China-based telecom carriers, Chen was quoted as saying.
In addition, China-based Huawei Technologies is also likely to adopt smartphone solutions from MediaTek in early 2012, said Chen, but added that Huawei is going to buy MediaTek’s new 3.75G solution, the MT6575, instead of the MT6573. Huawei previously purchased most of its handset solutions from Qualcomm.
MediaTek Pursuing Japan’s 4G Biz [Nov 30, 2011]
… MediaTek President C.J Hsieh touted that MediaTek chipsets are not inferior to Qualcomm’s. MediaTek MT6573, for instance, supports EDGE and WCDMA specifications with its Bluetooth, LAN, GPS and FM wireless designs.
The company plans to ship 20 million smartphone chipsets in 2012, 10 million more than its goal for 2011. Totally, the company will deliver 550 million chipsets for various types of handsets this year. The shipment increase comes against the backdrop of the forecast that global market penetration of smartphones will increase to 50% from 2011’s projected 30%.
Hsieh believed that his company’s smartphone chipsets will be quickly flowing into global markets along with its mainland Chinese customers striving to ship mobile phones to Europe and North America.
Orders for MediaTek 3.75G 3.5G smartphone chip soaring [Oct 13, 2011]
China’s brand-name handset vendors, including Lenovo, ZTE and TCL, have ordered more MT6573 3.75G 3.5G smartphone chips from MediaTek, according to industry sources. To meet the continued rising demand, the fabless IC firm has asked for additional foundry capacity equivalent to 6,000-8,000 12-inch wafers from United Microelectronics Corporation(UMC), the sources indicated.
Backend service providers including Advanced Semiconductor Engineering (ASE), Siliconware Precision Industries (SPIL), King Yuan Electronics (KYEC) and Sigurd Microelectronics are also pinpointed by the sources as beneficiaries of the increased orders.
MediaTek released additional orders to UMC as well as Taiwan Semiconductor Manufacturing Company (TSMC) for foundry services in August – equivalent to a combined 25,000 12-inch wafers – to satisfy brisk demand for its MT6573 solution, which is gaining acceptance from the company’s principal customers in China, the sources revealed.
MediaTek is expected to see monthly shipments of its MT6573 chipset solutions to reach 1-1.5 million units in October and November, and continue expanding to 3.5-4 million in December, the sources estimated. The growing shipments will boost the company’s sales in the fourth quarter of 2011, the sources said.
In addition, acknowledging the MT6573’s popularity, Huawei Technologies reportedly is asking MediaTek to accelerate development of the chip’s successor, the sources said. Dubbed the MT6575, the next-generation single-chip solution could start shipping as early as the first quarter of 2012, the sources indicated.
MediaTek shares closed up 2% at NT$336 (US$11.10) on the Taiwan Stock Exchange on October 13. The price scored the highest in eight trading days.
In other news, ASE, SPIL, KYEC and Sigurd are likely to see their revenues for the fourth quarter of 2011 stay flat sequentially, the best-case scenario amid a global economic downturn, according to the sources. Orders from MediaTek as well as the depreciation of the NT dollar are seen as the major contributing factors.
MediaTek asks for additional capacity from UMC due to increased orders for MT6573 chip [Aug 24, 2011]
Due higher than expected orders for its MT6573 3.75G smartphone chip, MediaTek has asked for additional foundry capacity equivalent to several thousands of wafers from United Microelectronics Corporation (UMC), according to industry sources.
MT6573 has been adopted by Lenovo and other China-based vendors because its FOB price of US$60-70is much lower than US$100-120 quoted by MediaTek’s competitors and functional performance is better, the sources said. Based on orders received, MediaTek will ship more than one million MT6573 chips in September 2011, with monthly shipments to increase to 2-3 million chips in November and December, the sources indicated.
Due to the additional orders for foundry services, UMC has offered a 10% discount for all orders from MediaTek, the sources indicated. Similarly, MediaTek has asked Advanced Semiconductor Engineering and Siliconware Precision Industries to offer a 10% discount on IC packaging and testing services for the fourth quarter in exchange for additional orders, the sources said.
MediaTek profits improve sequentially in 3Q11 [Oct 28, 2011]
MediaTek has announced net income of NT$4.07 billion (US$135.38 million) for the third quarter of 2011, an increase of 22.4% from the prior quarter, but down 41.6% from the year-ago quarter. Third-quarter EPS were NT$3.73, compared with NT$3.05 in the previous quarter and NT$6.39 of a year earlier.
Consolidated revenues amounted to NT$23.376 billion [US$777.6 million] in the third quarter, up 11.4% sequentially but down 17.1% from a year earlier. The on-quarter revenue growth was mainly driven by seasonality and the increase of handset sales volume.
Third-quarter gross margin was 45.1%, or 0.8pps and 7.1pps lower than the previous quarter and the same period of last year, respectively, due mainly to decreased handset chipset prices.
MediaTek 3.5G-chip shipments likely to hit 1 million mark in September [Sept 30, 2011]
Shipments of MediaTek’s MT6573 3.5G chipset solution approached one million units in August, and are likely to exceed the mark in September, according to industry sources. Shipments have been fueled by roll-outs of new 3G handsets in China.
Monthly shipments of MediaTek’s MT6573 chips are expected to reach 1.5 million units in the fourth quarter, and climb further to two million in 2012, the sources said.
However, MediaTek has internally estimated that its sales for September will decrease slightly from August levels, the sources indicated. The company also maintained its revenue guidance for the third quarter at NT$22-23 billion (US$721.5 million-754.3 million), the sources revealed.
The sources previously predicted that MediaTek’s September sales would post another on-month growth following the 16.3% sequential rise in August. But a number of clients in China had actually made advance orders, which constrained the company’s sales growth in September.
MediaTek’s sales for the fourth quarter are set to decline about 10% sequentially, due to generally low order visibility, the sources said. The company has not given its outlook for the quarter.
Lenovo places short lead-time 3G chipset solution orders with MediaTek, says paper [Sept 27, 2011]
Lenovo has placed short lead-time orders for MT6573 3G solutions with MediaTek recently as the first batch of 500,000 units of its A60 smartphone, priced at CNY1,000 (US$156), have nearly sold out since the device launched in August, according to a Chinese-language Commercial Timesreport.
Due to strong sales of the A60, other vendors in China, including ZTE, Huawei Technologies, and Beijing Tianyu Communication Equipment, plan to launch low-priced smartphones soon, with chipset solutions also coming from MediaTek, the paper said.
MediaTek’s shipments of MT6573 chips are expected to top 1.2-1.3 million units a month prior to the arrival of the Lunar New Year holiday, which begins on January 22, 2012, added the paper.
Short lead-time orders buoying TSMC sales [Sept 14, 2011]
Taiwan Semiconductor Manufacturing Company ((TSMC) has disclosed that its consolidated revenues for the third quarter of 2011 are expected to exceed its guidance given in July, thanks to some “rush” orders from customers.
Industry sources speculate that the short lead-time orders were placed by the foundry’s fabless clients including Qualcomm, Broadcom, MediaTek and MStarSemiconductor, which enjoyed rising demand for their smartphone solutions targeting China and other emerging markets.
However, demand for smartphones coming from the Europe, Japan and US markets remain sluggish, the sources indicated. The major chip providers actually are bracing for unusual weak demand during the Christmas and year-end shopping season, the sources added.
TSMC’s sales and utilization rate for the fourth quarter may come under downward pressure, as order visibility remains opaque, the sources said.
TSMC reported NT$37.64 billion (US$1.29 billion) in consolidated revenues for August 2011, up 6.2% sequentially. Consolidated sales for July and August totaled NT$73.08 billion, already making up 69-72% of the company’s targeted NT$102-104 billion for the third quarter.
LENOVO LePhone A60 [Sept 9, 2011]
Price: USD169.00
Specifications
- Features
Android 2.3 / Capacitive / Dual-SIM Dual-stanby- Network
GSM + GSM or GSM + WCDMA, WCDMA:900/2100, GPRS/EDGE:900/1800/1900- Processor
MTK MT6573 650MHz / GPU PowerVR SGX 531- RAM
256MB RAM- Flash Memory
512MB ROM- Expansion Memory
Extend Memory up to 32GB micro sd card- Operating System
Androind 2.3- Languages
Multi-language: English, Chinese- Screen
3.5 inch 320x480pixels, Capacitive Multi-Touch screen- Video
rm,.rmvb,rv,.wmv,.mp4,.3gp,.asf, .m4v,.avi,.mov,.mpg.mpeg,.flv,.f4v,.asf,.mkv- Audio
RA, AAC, AAC+, MP3, WMA, WAV, OGG, MIDI, AMR NB,AU,AIFF, M4A, F4A- Peripherals Support
3.5mm Stereo Interface, Micro USB v2.0- Wireless
802.11b/g, Bluetooth, FM radio- GPS
Yes- Camera
Front: 0.3MP, Back: 3.2MP- Color
Black / White- Battery
1500mAH, 3.7V- Size & weight
116.5×60×13.2mm, 135 grams- Package Content
110-230V USB Charger, Battery, USB cable, Earphone
MediaTek buoyed by rising demand for Lenovo smartphones [Sept 15, 2011]
Brisk sales of Lenovo’s A60-series smartphone in China has been boosting MediaTek’s shipments of its 3.5G solution, the MT6573, according to market sources. Order momentum is expected to remain strong to sustain the chip supplier’s sales growth in September and the third quarter.
The new Lenovo smartphone hit store shelves in China earlier in the third quarter, but has been selling well thanks to its rich feature set and affordable price point, the sources said. With demand outpacing supply, the A60 has been quoted at as high as CNY1,100 (US$172) by local channel operators, up about 30% from the just over CNY800 original priced, the sources indicated.
Meanwhile, in view of the Lenovo A60’s rising popularity, China’s channel operators have released more orders for the device prior to China’s National Day holidays, the sources observed. The booming demand will simultaneously push up MediaTek’s sales generated from the orders placed by Lenovo, the sources said.
MediaTek began to ship its MT6573 3.5G chipset solution to China in August. The company was quoted as saying in previous reports that it aims to ship 10 million 3G smartphone solutions in 2011.
MediaTek has estimated consolidated revenues at NT$22-23 billion (US$743-777 million) for the third quarter of 2011. Sales grew 16.3% sequentially to NT$8.31 billion in August, and are expected to post another sequential growth in September.
Market watchers now expect MediaTek to enjoy a more than 15% sequential increase in third-quarter sales, exceeding its guidance of 5-10% growth given previously.
Spreadtrum increases TD-SCDMA chip orders to TSMC, says paper [Sept 29, 2011]
China-based handset solution vendor Spreadtrum Communications will increase its orders for TD-SCDMA baseband chips to Taiwan Semiconductor Manufacturing Company (TSMC) in the fourth quarter of 2011, according to a Chinese-language Commercial Times report.
Spreadtrum has avoided directly competing with MediaTek in the 3G and 4G segments and instead focuses on TD-SCDMA chips in cooperation with China Mobile. Spreadtrum currently holds 56% of the TD-SCDMA chip market in China, the paper said.
The TD-SCDMA chips will be made on a 40nm process at TSMC, while Advanced Semiconductor Engineering (ASE) will handle the backend packaging and testing, said the paper.
Handset solution vendors competing neck and neck in 3G smartphone market in China [Sept 13, 2011]
Demand for smartphone solutions in emerging markets, particularly in China, is gaining momentum, pushing chipset vendors to compete neck and neck to grab a large piece for the growing market, according to industry sources.
Qualcomm and MediaTek are both targeting the WCDMA solution market in China, and the two companies have landed orders from some branded handset vendorsin China, the sources noted.
China-based chipset vendor Spreadtrum Communications has received orders for TD-SCDMA solutions from Samsung Electronics, while rival Taiwan-based MStar Semiconductor has ventured into the EDGE solution segment.
Qualcomm’s launch of QRD (Qualcomm reference design) in 2010 paved the way for the company to gain more 3G solution orders in 2011, and the US-based solution vendor is expected to further enhance its market leadership with the launch of its next generation QRD, said the sources.
HTC, a strong supporter of Qualcomm, also plans to strengthen its marketing in China in 2012which will also help Qualcomm expand its share in China’s smartphone market, the sources added.
MediaTek has continued to exert efforts to reduce its production costs through integration of hardware, software, firmware and even applications, said sources, noting that MediaTek also reportedly plans to cut the prices of 3G solutions by 10-20% at the end of the third quarter in order to compete with Qualcomm’s forthcoming second-generation QRD.
Meanwhile, MStar‘s shipments of EDGE solutions have reportedly reached over five million units a month recently and will soon become a growth driver for the company, the sources added.
Smartphones moving toward hardware competition [Aug 30, 2011]
The global market competition among iOS, Android, Windows Mango and BlackBerry platforms is expected to heat up in the fourth quarter as international vendors are going to launch flagship smartphone models, with hardware specifications expected to develop toward 1.5GHz dual-core processors, large screens over 4-inch, ultra-slim form-factors and supporting HSPA+download speeds of 21Mbps, according to Taiwan-based handset makers.
Given some mid-range smartphones have already adopted 1GHz processors, the new flagship high-end smartphones are trended towards processors clocking at 1.2-1.5GHz, the sources noted.
In addition to market speculation of dual-core A5 processors for Apple’s forthcoming iPhone 5, new flagship models from Samsung Electronics, HTC and Sony Ericsson will also be powered by dual-core CPUs, the sources added. However, Nokia and RIM (Research in Motion) are not expected to roll out dual-core models until 2012.
HTC, Samsung and LG Electronics (LGE) are also expected to roll out models with display sizes ranging from 4.3- to 4.5-, or even up 4.7 inch, the sources indicated.
Taiwan handset ODMs bracing for structural upheaval [Aug 23, 2011]
Taiwan-based handset ODMs are bracing for repercussions of structural upheaval to be brought by Google’s intention to buy Motorola Mobility and Hewlett-Packard’s (HP’s) plan to stop selling WebOS-based smartphones, according to sources at Taiwan’s handset industry.
Even before the announcements of the latest deals in the hectic smartphone industry, Taiwan-based handset ODMs have mostly failed to perform well due to lackluster sales of smarphones of their branded handset clients, including HP, Dell, Acer, Lenovo and even Motorola and Sony Ericsson, the sources noted.
Although Taiwan handset ODMs have diversified their product roadmapsto include models supporting Android, Windows Mobile and WebOS platforms, their operations would still be affected by Google’s and HP’s stunning announcements, said the sources, adding that Compal Communications and Foxconn International Holding (FIH) are expected to suffer the most.
While some handset ODMs have also ventured into the development of tablet PCs, shipment volume of tablets from those handset ODMs have been smaller than expected due to the dominance of the Apple iPad in the market, the sources pointed out.
Handset vendors reportedly cutting back chipset orders for 4Q11 [Aug 19, 2011]
Some handset solution suppliers have indicated that a number of handset vendors, including Apple and HTC, have scaled down their chipset orders for the fourth quarter as compared with the third on concerns of the global economy, according to sources at Taiwan-based chipset makers.
While most smartphone vendors are likely to reach their shipment targets for the third quarter, they have begun to reduce orders for parts and components for the fourth quarter in preparation for a possible impact from changing economic conditions, the sources noted.
HTC raised its internal shipment target for 2011 to 70 million units in the first quarter, from 50 million units it projected at the end of 2010. However, the company has recently revised downward the target to 50-60 million units, according to sources familiar with HTC’s roadmap.
Sources in the supply chain of iPhone have revealed that Apple has also scaled down its orders for handset parts and components to be shipped at the end of third quarter.
MediaTek to increase investment in 3G, says chairman [July 19, 2011]
MediaTek will further strengthen its deployment in the global 3G chipset market by pouring more capital and resources into the development of platform products and application software, according to company chairman Tsai Ming-kai.
Buoyed by rapid growth in applications for mobile connectivity, the 3G industry and market in China has been developing in a fast manner, and MediaTek aims to grow in tandem with China’s booming 3G industry, Tsai said at a WCDMA supply chain conference held by China Unicom in China recently.
MediaTek will also cooperate with the WCDMA operators and makers of the WCDMA supply chain in China on technology development and marketingto accelerate the advancement of the WCDMA industry in China.
MediaTek has offered its highly integrated MT6268 WCDMA solution plus multiple application software platforms to handset makers to develop and manufacture high performance WCDMA handsets.
MediaTek to ship 3G solutions in August [July 13, 2011]
MediaTek has confirmed that it will begin to ship its HSUPA solution, the MT6573, to clients in August, but the company declined to comment on market speculations that it has landed orders for a quantity of over one million units each from clients including Lenovo and ZTE.
The specifications and performance of the MT6573, which is set to run on Android 2.3.3 platform, are similar to those chips adopted by Apple’s iPhones and HTC’s 3G smartphones, indicating that MediaTek has begun to make inroads into the global 3G chipset market, commented industry sources in Taiwan.
Other China-based handset makers, including Ningbo Bird, China Tianx and Shanghai Ragentek Communication Technology, have also decided to adopt the MT6573 solutions, the sources added.
Qualcomm likely to slash 30% off entry-level 3G solutions in next 9-12 months, says paper [June 16, 2011]
Qualcomm is likely to slash its prices for 3G smartphone solutions by 30% in the next 9-12 months in order to prevent other chipset makers from grabbing its share in the entry-level 3G solution segment, the Chinese-language Commercial Times quoted Michael Chou, a semiconductor analyst with Deutsche Securities in Taipei, as indicating.
More first-tier branded handset vendors are likely to adopt Qualcomm’s solutions for the production of entry-level and mid-range 3G smartphones in the next 12 months as Qualcomm has migrated the production of its chipset solutions to a 40nm processat Taiwan Semiconductor Manufacturing Company (TSMC), Chou said.
Qualcomm’s price-cutting strategy will affect the performance of Asia-based chipset makers, including MediaTek and MStar Semiconductor. Deutsche Securities has recommended a sell rating on shares of MediaTek and a hold rating on MStar, said the paper.
MT6573 Innovative Platform for Mainstream Smartphones [Feb 11, 2011]
Overview
The MediaTek MT6573 platform incorporates a highly-integrated core chipset, a full range of connectivity solutions and supports the latest versions of the popular AndroidTM operating system. The MT6573 platform supports a quad-band, 3G/HSPA modem with mobile broadband rates of 7.2Mbps in the downlink and 5.76 Mbps uplink, as well as quad-band EDGE. The integrated applications processing system combines a 650 MHz dedicated ARM®11 subsystem for the Android operating system; support for advanced 3D graphics; multi-format video capture and playback up to FWVGA 30fps; high-resolution camera support to 8MP and a high-end FWVGA, touch-screen display. This platform chipset is completed with a full range of connectivity solutions for Bluetooth, WiFi, GPS, FM and Mobile TV from MediaTek.
Key Features
• The core chipset of the MT6573 integrates the modem, applications & multimedia subsystem and all necessary power management functions into a single SOC.
• Combined with a single-chip, multi-mode, multi-band transceiver, it enables extremely small footprints that allow for smaller, more innovative industrial designs and form-factors.
• Additionally, the integrated 3D graphics capability brings gaming and user interface capabilities that were previously available only to high-end smartphones.
• Finally, the platform provides for advanced camera and multimedia features that include smile and face detection, panorama and burst shot, as well as high-resolution video capture and playback.
• The platform can be delivered as a full system solution consisting of hardware reference design and fully-tested, compliant software suite that can improve design efficiency and speed time to market for customers in the rapidly changing smartphone market.
MediaTek’s newly announced MT6573 application processor integrates POWERVR graphics [March 8, 2011]
New SoC brings advanced graphics to mass-market smartphones
MediaTek Inc., a leading fabless semiconductor company for wireless communications and digital multimedia solutions, and Imagination Technologies, a leading multimedia and communications technologies company, announce that MediaTek’s new application processor, features POWERVR graphics acceleration.
The MT6573 incorporates a POWERVR Series5 SGX GPU (graphics processing unit) from Imaginationto enable advanced smartphone graphics applications including gaming, navigation and location-based services, augmented reality and highly visual and dynamic user interfaces for the mainstream volume phone market.
MediaTek delivers innovative, feature-rich yet cost-effective solutions to meet consumer’s entertainment, communication and information needs. MediaTek is launching the MT6573 platform to address the accelerating demand for smartphones with features that can delight users at price points that meet the needs of operators in developed markets and consumers in emerging markets.
Says Hossein Yassaie, CEO, Imagination: “We are delighted that MediaTek has delivered this highly capable new mass-market application processor, which will enable its customers to address new levels of capabilities and meet emerging consumer demands for advanced performance in lower-priced smartphones. We look forward to building on our strategic relationship with this important semiconductor partner.”
Says Jeffrey Ju, General Manager of the Smartphone Business Unit at MediaTek: “MediaTek is committed to ensuring that wireless consumers across the globe can access the most advanced mobile technologies. Imagination delivers industry leading graphics technology and support, as well as an extensive and strong ecosystem of developers capable of utilising the technology. We are thrilled to have POWERVR graphics acceleration in MT6573, and the benefit of Imagination’s insight and experience as a strategic partner going forward.”
MediaTek announced the MT6573 platform for mainstream 3G smartphones [Feb 11] (emphasis is mine):
The MT6573 platform incorporates a highly-integrated, core chipset, a full range of connectivity solutions and supports the latest versions of the popular AndroidTM operating system. The MT6573 platform supports a quad-band [i.e.: all 4 GSM bands, the 850 and 1900 MHz bands – used in Americas – and 900/1800, used elsewhere], 3G/HSPA modem with mobile broadband rates of 7.2Mbps in the downlink and 5.76 Mbps uplink, as well as quad-band EDGE. The integrated applications processing system combines a 650 MHz dedicated ARM®11subsystem for the Android operating system; support for advanced 3D graphics; multi-format video capture and playback up to FWVGA 30fps; high-resolution camera support to 8MP and a high-end FWVGA, touch-screen display. The platform chipset is completed with a full range of connectivity solutions for Bluetooth, WiFi, GPS, FM radio and Mobile TV from MediaTek.
The core chipset of the MT6573 integrates the modem, applications, multimedia subsystem and all necessary power management functions into a single SOC. Combined with a single-chip, multi-mode, multi-band transceiver, it enables extremely small footprints that allow for smaller, more innovative industrial designs and form-factors. Additionally, the integrated 3D graphics capability brings gaming and user interface capabilities that were previously available only to high-end smartphones. Finally, the platform provides advanced camera and multimedia features that include smile and face detection, panorama and burst shot, as well as high-resolution video capture and playback. The platform can be delivered as a full system solution consisting of hardware reference design and fully-tested, compliant software suite that can improve design efficiency and speed time to market for customers in the rapidly changing smartphone market.
… The MT6573 platform is currently sampling to lead customers and will be in mass-production by mid 2011.
Shrinking capital investment in the worldwide LCD industry
Updates: Samsung board approves LCD business spin-off [Feb 21, 2012]
Samsung Electronics has announced that plans to spin off the company’s LCD display business have been approved by its board of directors. The new body will be 100%-held by Samsung, concentrating on developing future display technologies such as OLEDs.
“The display market is undergoing rapid chances with OLED panels expected to fast replace LCD panels to become the mainstream. Amid this structural change of the display industry, adopting measures for change and innovation, including business restructuring, are essential to improve our competitiveness for our display business,” Samsung said in a statement.
The spin-off is scheduled to take effect on April 1, 2012, subject to approval by company shareholders, according to Samsung.
Samsung indicated that running its LCD unit separately will also allow it to make investment and other business decisions efficiently, while strengthening its technological capability and competitiveness.
Tentatively named Samsung Display Company, the new company will be built with paid-in capital of KRW750 billion (US$667.8 million), Samsung disclosed. Going forward, the entity will consider adopting various restructuring measures including a merger with Samsung Mobile Display (SMD) and S-LCD, Samsung indicated.
Samsung’s display panel unit – including its LCD business and subsidiary SMD – reported KRW750 billion [US$667.8 million] in operating losses for 2011, while its other businesses stayed profitable. The firm saw its overall operating profits slip 6% to KRW16.25 trillion [US$14.5 billion] in 2011.
Samsung also makes memory chips and mobile phones.
– Samsung to invest more into display technologies [Feb 15, 2012]
Industry sources indicated that Samsung Electronics continues to expand its TV product lines and is aiming for smart TV shipments to reach 50 million units in 2012. In particular, Samsung may invest up to KRW6.6 trillion (US$5.9 billion) into LCD display products.
LG also plans to introduce OLED TV products at the end of 2012. The market believes LG will adopt white OLED display technology.
Industry sources noted that Samsung will likely focus on producing OLED TVs after merging Samsung Mobile Display into the group.
Taiwan-based panel maker AU Optronics (AUO) also has OLED technology. However, the firm indicated that large-size OLED panels will only be produced in small amounts. The firm will focus its OLED technology towards small- and medium-size products such as smartphones and tablet PCs. AUO showcased a 32-inch OLED TV at the end of 2011.
AUO added that yields from producing large-size OLED panels continues to be a problem. Currently, the price of OLED TVs is still quite high. Taiwan-based TV brands believe that low-priced models will continue to take over the TV market in 2012, hence it is unlikely for consumers to try out OLED TVs while the price is still high.
– China government reportedly plans to raise import tariffs for LCD panels [Feb 6, 2012]
The China government plans to raise import tariffs for LCD panels by 3-5% in the second quarter of 2012 in order to safeguard the development of the domestic flat panel industry, according to industry sources.
While acknowledging the speculation, most Taiwan-based panel makers stated that they have not heard any official announcement from the China government and expect the new tariff policy to become more clear in May.
If the new tariffs are realized, China-based flat panel makers BOE Technology and China Star Optoelectronics Technology (CSOT) will benefit from the adjustment as the two companies are ready to ramp up their output this year, the sources commented.
The possibility is high for the China government to raise tariffs for LCD panels at a time when its 8.5G lines begin volume production and domestic 10G lines have gradually been established, Jason Hsuan, chairman of TPV Technology, said earlier.
See also the updates as of January 4, 2012 in the ending part of this post.
End of updates
Digitimes Research: Samsung may cut LCD panel orders for Taiwan after Sony exit from S-LCD [Jan 2, 2012]
Sony has been cooperating with Samsung Electronics on the TFT LCD business since 2004 when the Japan vendor was optimistic about the growth of the LCD TV market. Large-size panel makers in general were able to achieve gross margin of 20% and some even had 35% in the period between second-half 2003 and first-half 2004. This further hardened Sony’s determination to invest in large-size LCD TV panel production, forming a joint venture, S-LCD, with Samsung in April 2004.
But the price of LCD TVs and related panels have been dropping rapidly and growth of the market is also slowing down. Accumulated loss for Sony’s TV business unit has reached JPY650 billion (US$8.4 billion) since 2003. Hence, lowering the cost of procuring panels and the cost of running S-LCD has become a priority.
Due to the loss incurred by the TV business unit and the rising popularity of smartphones, Sony decided to buy back all shares of Sony Ericsson to expand its own smartphone department, but at the same time exit the cooperation in S-LCD. The departure from S-LCD can help Sony decrease losses and obtain a certain amount of cash.
Taiwan firms have seen Japan vendors such as Sharp, Panasonic, Toshiba and Sony increase panel procurement and TV orders. Sony may now decrease the amount of panel procurement from Samsung, and rely even more on Taiwan suppliers. As for Samsung, it is possible that it may move one of S-LCD’s 8.5G production lines to Suzhou, China to avoid tariffs.
Samsung is the world’s largest LCD TV vendor. In 2011, about 40% of its TVs used LCD panels from AU Optronics (AUO) or Chimei Innolux (CMI). So once Sony decreases the amount of panel procurement from Samsung, it is predictable that Samsung will decrease the number of panels procured from Taiwan-based panel makers. Therefore, Sony’s exit of S-LCD cooperation is not completely beneficial to Taiwan-based firms.
Reinvent the display–again [Dec 27, 2011]
By Mary Lou Jepsen, Founder and CEO, Pixel Qi (as told to Barb Darrow)
Mary Lou Jepsen could be called the queen of screens. Her pioneering work on computer displays took her from graduate studies in holography at MIT and optical science at Brown to MicroDisplay to Intel to One Laptop Per Child. Today, she is the founder and CEO of PixelQI, where she works on creating energy-stingy, bright, and lightweight screens for laptops and smaller devices, including phones. In her view, the screens are not an after thought, they are key to the user experience.
The LCD industry is in meltdown. The losses are huge and have been for the last five years or so. It’s unclear how some of the large companies are going to make it through.
The recession’s different in the hardware industry. I think it’s much worse today than in 2008 and early 2009. For the tier one companies, it’s not about the hardware anymore. It’s abouthardware, software, content. And content suppliers are king right now. A lot of the hardware suppliers won’t survive unless they restructure. It’s a bit like the airline industry. Many of the airlines we fly are bankrupt. We’re dealing with that kind of scenario. They all make the same products and compete on price. You can only do that for a number of years before the consequences get worse and worse. E-ink stands alone, as a category that is doing relatively well.
In 2011, it became apparent to the executives that they need to do something different. That made our life easier at PixelQI. Now we can get into the factories. Before it was a struggle, with us trying to say, “We know more about designing an LCD than you do.” They’d look at us and say, “How many people are you? We’ve got 50,000 people. Where’s your fab? How many engineers do you have?” For me to say, “Well, my engineers have Ph.D.s from MIT and Stanford” — they don’t care about that.
Over the course of our company’s life, we’ve shipped three million units, including the One Laptop Per Child units. No one’s ever done that before for a novel display company. It usually takes decades. We’ve shown our stuff can be mass-produced in volume and deal with the price structure inside existing factories.
We may move into the cell phone space next year, but for that we need to demonstrate volume in multiple fabs, because the volume in cell phones is so large.
…
One challenge for next year is whether the industry, our customers, find an interesting tablet that isn’t just like the iPad but cheaper. Certainly Amazon is making a go of it. The competitive landscape has been tough on our big customers, the ones in Best Buy who compete with Apple. There are a lot of products that haven’t made it.
We’re also working on some displays that will be rollable, flexible, put anywhere displays, and look better than OLED and don’t need power cables or data cables. That’s pretty cool, because then you can solve some problems in portable computing. With rollable displays you can look at more data. You can write notes in one area and view things in other areas. Digital signage needs it. TV needs it.
LCD is a bit like low-end DRAM these days and it doesn’t have to be. There’s so much more we can do to use it like we use
DCMOS. With what we’re doing, we’ll show you that you don’t need batteries. Or it might be more like a watch where you might change a small battery.I’ve also been thinking about the way we perceive images. When you see something really striking, it feels like it’s burnt on your retina. There’s some data that suggests that it kind of is. Not the retina exactly, but right behind it, on the LGN [lateral geniculate nucleus]. There’s research that shows that it’s possible to extract that information, suck it out. Two thirds of our brainpower is allocated to processing visual images. What are they? Do they look like what we think they are? Can we get those out to people? How will communication change? Will it be better, worse? Will it shock people? In the ultimate future of display technology, there is no display. We will communicate with images that are in our minds already.
Mary Lou Jepsen of Pixel Qi at TEDxTaipei [May 9, 2011]
You have to consider, while it has been 23 months ago that I [i.e. Charbax] published my first Pixel Qi interviews from Taiwan (2), (3), (4), (5), (6), (7), (8), (9), (10), (11), (12), (13), (14) while that might sound like a long time, in the display industry, 2 years is peanuts. Things move rather slowly there. Since then, there has been an economic crisis and a sort of re-focus from netbooks to tablets, although netbooks have sold more than 100 million units in 3 years, the display investments are focused on tablets. The display business can be considered to be the worlds biggest non-profit industry, the 5 biggest LCD makers who produce 90% of the worlds LCDs, produce for $120 Billion in screens every year but can only make small profit margins out of that because of the strong competition and the large volumes shipped. Those companies that produce the worlds LCD screens have very high costs, very high risks, little flexibility. Let’s hope Pixel Qi has amply well convinced the big LCD makers like Quanta, CPT, Chi Mei, Samsung, LG, Sharp, Sony, Foxconn, let’s hope that they have all signed with Pixel Qi and that they are all right now in the process of tuning the mass manufacture of millions of these screens for all the worlds upcoming Chrome OS notebooks, ARM Powered Macbooks, Kindle4s, iPad3s, a solution for using the interactive UIs of Android on all the worlds e-readers. It would also be nice to double the battery runtime and improve outdoor readability on all the worlds Smartphones using Pixel Qi.
More information:
– Pixel Qi’s first big name device manufacturing partner is the extremely ambitious ZTE [Feb 15, 2011]
– Pixel Qi’s second investment round concluded by the 3M investment [Sept 19, 2011]
– Reflectivity/Sunlight readability category of posts on this blog (14)
Anticipated Tablet Growth Alters TFT LCD Manufacturing Strategies, NPD DisplaySearch Reports [Dec 13, 2011]
In response to falling large-area TFT LCD panel prices in 2011, panel makers have minimized their 2H’11 production, but preparation for 2012 models and gradual clearing of supply chain inventories are encouraging panel makers to take a more positive stance in their production strategies. According to the NPD DisplaySearch Quarterly Large-Area Production Strategy Report, global TFT LCD glass input peaked in Q2’11, achieving a record 42.1 million square meters, but then fell to 36.5 million square meters in Q3’11, and is expected to reach 37.8 million square meters in Q4’11.
In Q1’12, panel makers are expecting to increase glass input by 5%, to 39.8 million square meters. The forecast capacity utilization is 77% in Q1’12, which is 7% higher than previously expected. This is partly based on expectations that prices have bottomed out in this cycle. Also, panel makers are planning for new models, such as larger size multi-function monitor panels, ultra-slim notebook PC panels, new TV panel sizes including 39”W, 43”W, 48”W and 50”W with cost effective CCFL and LED backlights, and slim bezels. However, with 2012 market demand still unclear, panel makers foresee the possibility of adjusting capacity utilization again in Q1’12.
Table 1: Global TFT LCD Glass Input by Application (Million m²/Quarter)
|
Application
|
Q1’11
|
Q2’11
|
Q3’11
|
Q4’11
|
Q1’12
|
|
LCD Monitor
|
7.9
|
9.2
|
7.8
|
7.5
|
8.1
|
|
LCD TV
|
22.8
|
25.4
|
21.6
|
23.3
|
24.4
|
|
Notebook PC
|
3.7
|
4.3
|
4.0
|
3.9
|
4.0
|
|
Tablet/Mini-Note PC
|
0.7
|
1.0
|
1.1
|
1.2
|
1.4
|
|
Small/Medium
|
2.0
|
2.0
|
1.9
|
1.8
|
1.9
|
|
Others
|
0.1
|
0.2
|
0.1
|
0.1
|
0.1
|
|
Total
|
37.2
|
42.1
|
36.5
|
37.8
|
39.8
|
Source: NPD DisplaySearch Quarterly Large-Area Production Strategy Report
According to Shawn Lee, Senior Analyst for NPD DisplaySearch, “Increasing production does not necessarily increase shipments, as panel prices are close to cash costs in many cases. However, improved inventory and price outlooks, as well as the launch of new panel models, are leading panel makers to be more optimistic.” Lee added, “Other factors leading to the increased production forecast include the need to increase utilization rates in order to cover depreciation costs, and the fact that new panel producers in China are starting to ramp up their fabs, contributing to the increased input. Lee concluded, “After a long oversupply period, panel makers are still cautious about glass input and utilization rates, and they do not plan to increase utilization to more than 80% in Q1’12.”
Tablet Panel Production on the Rise, While Mini-Notes Slide
In mobile PC applications, panel makers plan to decrease production of mini-note PC panels while increasing production of tablet PC panels, with area production of tablet PC panels expected to double from Q1’11 to Q2’11. Panel makers are also reshaping their tablet PC panel production strategies, with Sharp using its Gen 8 fab to produce tablet PC panels with oxide TFT backplanes, and Samsung, LG Display, and Sharp producing tablet PC panels with more than 200 pixels per inch.
Other panel makers, including AUO, Chimei Innolux, BOE, CPT and HannStar, are planning to apply more production resources to tablet PC panels in 2012. Although Gen 5 and smaller fabs will mainly produce mini-note and tablet PC panels, more than half of these will be produced in Gen 6 and Gen 8 starting in Q1’12.
Table 2: TFT LCD Glass Input for Mini-Note and Tablet PC by Generation (Million m²/Month) [emphasis in red is mine]
|
Generation Fab
|
Q1’11
|
Q2’11
|
Q3’11
|
Q4’11
|
Q1’12
|
|
Gen3.5
|
10.8%
|
13.0%
|
8.1%
|
5.9%
|
0.1%
|
|
Gen4
|
1.4%
|
0.4%
|
0.1%
|
0%
|
0%
|
|
Gen5
|
83.9%
|
83.9%
|
74.1%
|
57.1%
|
49.4%
|
|
Gen6
|
3.2%
|
3.2%
|
17.7%
|
16.8%
|
10.1%
|
|
Gen8
|
0.7%
|
0.7%
|
0%
|
20.3%
|
40.5%
|
Source: NPD DisplaySearch Quarterly Large-Area Production Strategy Report
The NPD DisplaySearch Quarterly Large-Area Production Strategy Report offers the industry’s most complete view of large-area panel production by analyzing panel makers’ quarterly production plans. Subscribers receive production plans by application in different generation fabs, with granular detail down to the size by aspect ratio and by country. With 100% coverage of panel makers, the Quarterly Large-Area Production Strategy Report provides reliable information and insight needed to evaluate production strategies, understand current capacity, spot key supply trends before it is too late and manage inventory. Please contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mail contact@displaysearch.com or contact your regional NPD DisplaySearch office in China, Japan, Korea or Taiwan for more information.
About NPD DisplaySearch
Since 1996, NPD DisplaySearch has been recognized as a leading global market research and consulting firm specializing in the display supply chain, as well as the emerging photovoltaic/solar cell industries. NPD DisplaySearch provides trend information, forecasts and analyses developed by a global team of experienced analysts with extensive industry knowledge and resources. In collaboration with The NPD Group, its parent company, NPD DisplaySearch uniquely offers a true end-to-end view of the display supply chain from materials and components to shipments of electronic devices with displays to sales of major consumer and commercial channels. For more information on NPD DisplaySearch analysts, reports and industry events, visit us at www.displaysearch.com. Read our blog at www.displaysearchblog.com and follow us on Twitter at @DisplaySearch.About The NPD Group, Inc.
The NPD Group is the leading provider of reliable and comprehensive consumer and retail information for a wide range of industries. Today, more than 1,800 manufacturers, retailers, and service companies rely on NPD to help them drive critical business decisions at the global, national, and local market levels. NPD helps our clients to identify new business opportunities and guide product development, marketing, sales, merchandising, and other functions. Information is available for the following industry sectors: automotive, beauty, commercial technology, consumer technology, entertainment, fashion, food and beverage, foodservice, home, office supplies, software, sports, toys, and wireless. For more information, contact us or visit www.npd.com and www.npdgroupblog.com. Follow us on Twitter at @npdtech and @npdgroup.
Low Temperature Polysilicon and IGZO Production Forecast to Skyrocket 150% in 2012 [Dec 19, 2011]
Adoption of High Mobility TFT LCD Backplanes in the iPhone and iPad Create a New Paradigm in FPD Manufacturing
Santa Clara, California, December 19, 2011—The explosive growth of smart phones and tablets has made high performance TFT technologies, particularly LTPS (low temperature polysilicon) and IGZO (indium gallium zinc oxide), critical to production of the high resolution displays used by these devices. These TFT technologies employ high mobility semiconductor materials, which allow panel manufacturers to shrink TFT dimensions and increase light transmission. LCDs with greater than 230 ppi (pixels per inch) resolution, such as Apple’s Retina Display, are enabled by high transmission because it minimizes power consumption, allowing mobile devices to run longer without recharging.
According to the NPD DisplaySearch TFT LCD Process Roadmap Report, high mobility backplane production is forecast to grow 150% from 5.6 million square meters in 2011 to 14.1 million square meters in 2012. Drivers for this tremendous growth include multiple Gen 5 and larger LTPS fabs starting production in 2012, as well as expected IGZO production on existing lines by Sharp, LG Display and Samsung.
Figure 1: Manufacturing Capacity Devoted to High Resolution Backplane Production
Source: NPD DisplaySearch TFT LCD Process Roadmap Report
“Smart phones, tablets and cost reduction are expected to be the key drivers pushing the FPD industry in 2012,” stated Charles Annis, NPD DisplaySearch Vice President of Manufacturing Research. “With FPD profitability under extreme pressure, LCD makers are focusing development efforts on rapidly-growing mobile segments and a wide array of cost reduction strategies. Because of this, high mobility backplanes, optical alignment, high resolution lithography and advanced LC modes are expected to be some of the most important manufacturing technology trends over the next year.”
All of these technologies target increasing panel transmission. With only about 4-9% of illumination generated by LCD backlights making it to the front of screen, very powerful light sources are required to meet LCD brightness specifications. In addition, backlight units are the single most expensive components in large-area LCD modules. Thus, by increasing transmission, panel makers can trade off power consumption and costs.
“However, a lot of know-how and proprietary technology are required to successfully increase transmission without sacrificing yield. Panel makers and their suppliers are racing to create competitive advantages through manufacturing technologies to increase profitability in 2012,” Annis added. “Any technology, such as IGZO, that may simultaneously lower costs while improving performance offers a double competitive advantage to panel makers, and potentially can create a new standard in FPD manufacturing.”
The new NPD DisplaySearch TFT LCD Process Roadmap Report offers a unique and unprecedented guide to these rapidly evolving FPD manufacturing technologies. The report provides technical discussions, process flows, production status by maker, adoption forecasts for 57 technologies and analysis of benefits, opportunities, negatives and challenges. Additionally, LCD cost and performance specifications for manufacturing technologies are projected through 2016.
For more information about the new NPD DisplaySearch TFT LCD Process Roadmap Report please contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mail contact@displaysearch.com or contact your regional DisplaySearch office in China, Japan, Korea or Taiwan for more information.
Apple to utilize IGZO panels for its new products [Dec 30, 2011]
Apple is expected to push forward the adoption of IGZO (indium gallium zinc oxide) flat panels, instead of IPS (in-plane switching) panels used currently, for its next-generation mobile display products, according to sources in Apple’s supply chain.
Starting with the new iPads, Apple will utilize IGZO panels from Sharp in order to upgrade the display resolution of the new tablets to full HD level, the sources indicated.
To enter the supply chain of iPads, Sharp has switched some of its capacity for large-size panels to the production of small-size panels for smartphones and tablet PCs, said the sources, adding that Sharp will also continue to roll out its Galapagos tablet lineup in 2012 using IGZO panels.
Most Taiwan-based flat panel makers are capable to produce IGZO panels, but the yield rates of such panels still remain a major concern for the makers, said the sources.
Digitimes Research: iPad pricing to change tablet game [Jan 3, 2011]
Market watchers have mostly expected Apple to follow its traditional pricing strategy for its next-generation tablet device, which is likely to start from US$499 with the present iPad 2 to drop to US$399. But if Apple releases two versions of the new iPad, as reported by Digitimes, the vendor’s pricing strategy may change.
Sources from Apple’s supply chain have claimed that there will be two versions of the new iPad, one targeting the high-end segment and the other the mid-range. Digitimes Research believe the two new iPad models will both be equipped the A6 processor with high-end model coming with a high resolution panel (2048×1536) and the mid-tier model featuring the same grade of panel as iPad 2 (1024×768).
With the existing iPad 2, the Apple tablet series may cover all price segments – from entry-level to high-end. Apple’s pricing strategy for its iPad series is crucial to the tablet market. It remains to be seen at what price level Apple will set its entry-level iPad. For Wi-Fi only models, US$299, US$349 or US$399 may all be possible.
Currently, the non-Apple camp is maneuvering in the US$199-399 range. If Apple drops its iPad price to US$299, it could seriously affect the non-Apple camp’s pricing strategy and even Amazon’s Kindle could also be affected.
Apple to unveil two versions of next-generation iPad in January, sources claim [Dec 29, 2011]
Apple is set to unveil its next-generation iPad – which will come in two versions – at the iWorld scheduled for January 26, 2012, according to sources at its supply chain partners. The new models will join the existing iPad 2 to demonstrate Apple’s complete iPad series targeting the entry-level, mid-range and high-end market segments, the sources claimed.
The iPad 2 will be competing directly with Amazon’s kindle Fire in the price-sensitive market segment, while the new models will focus on the mid-range and high-end segments respectively, the sources said.
Apple officials declined to comment.
Instead of the previously-rumored 7.85-inch, the upcoming iPad models will still feature 9.7-inch screens but come with QXGA resolution (1,536×2,048 pixels), the sources indicated. Dual-LED light bars are designed for the new iPads to strengthen the brightness of the panels, the sources added.
Sharp will be the major panel supplier for Apple’s next-generation iPad series, while Samsung Electronics and LG Display are also responsible for a part of the orders, the sources said. Minebea, from which Sharp sources backlight units (BLUs), has accordingly entered the supply chain for the new iPads, the sources pointed out.
Apple continues to contract Samsung to manufacture its quad-core A6 processors, which will be used in the next-generation iPads, the sources revealed. The existing iPad 2 is based on the dual-core A5.
Samsung is also among the CMOS image sensor (CIS) suppliers for one of the versions of the new iPad that comes with a 5-megapixel lens, marking the Korea-based vendor’s first time to grab CIS orders from Apple, the sources noted. Sony is the other CIS supplier for the other model with a higher 8-megapixel lens, the sources added.
In addition, Simplo Technology and Dynapack International Technology have both secured orders for batteries with a capacity of as high as 14,000 milliampere-hour (mAh) used in the new iPads, according to the sources.
Updates:
Chimei Innolux to Cut Capital Spending to NT$30B. in 2012 [Jan 4, 2011]
Chimei Innolux Corp., the largest thin film transistor-liquid crystal display (TFT-LCD) panel manufacturer in Taiwan, plans to keep 2012 capital spending to under NT$30 billion (US$1 billion) compared to about NT$50 billion (US$1.67 billion) in 2011, according to CEO Tuan Hsing-chien.
The panel maker aims to utilize its capital spending to develop new technologies, including IPS (In-Plane Switching).
Chimei Innolux claims that all its businesses, including large-sized, small- and medium-sized and touch panels, will grow clearly in 2012, especially when the touch-panel shipments are forecast to increase 40%.
Tuan stressed that Chimei Innolux`s system-integration (assembly) business unit will totally spin off in 2012. The company`s system assembly business once generated revenues of about NT$10 billion (US$333.3 million) per year, and now about NT$5 billion to NT$6 billion (US$166.7 million to US$200 million), with revenue expected to rise regardless in 2012.
The CEO pointed out that the maker engaged in many basic works in 2011, including development of LED-backlighting and three-dimension (3D) panel products, as well as new TV-panel sizes as 39- and 50-inch. He added that Chimei Innolux`s shipments of small- and medium-sized panels will grow 20% to 30% in 2012, backed by added capacities of two of the company`s 4.5th-generation (4.5G) factories.
Tuan said that the company will continue to accelerate the development of active matrix organic light-emit diode (AMOLED) panels, which are to be small-volume produced in the third quarter.
Chimei Innolux to Supply Panels to 2nd-Gen. Kindle Fire [Dec 21, 2011]
Chimei Innolux Corp., the largest maker of thin film transistor-liquid crystal display (TFT-LCD) panels in Taiwan, recently won Amazon`s order for panels used in its Kindle Fire second-generation tablet PCs.
The company is already a panel supplier to Apple`s iPad 2, and the new order from Kindle Fire would further consolidate Chimei Innolux`s leading position in Taiwan in supplying tablet-use panels.
Industry sources said that tablet-PC panel is one of a few panel models still generating profits now for panel suppliers, so the new order is expected to have positive effects on Chimei Innolux`s operation.
The first-generation Kindle Fire was contract assembled by local Quanta Computer Inc. using panels supplied by Korean company LG Display and Taiwanese maker E Ink Holdings Inc. (formerly known as Prime View International Co., Ltd., who contracted local Chunghwa Picture Tubes, Ltd., or CPT to produce the panels).
Hon Hai Group [i.e. Foxconn] of Taiwan reportedly won the contract-assembly order for the second-generation Kindle Fire, allowing its affiliate Chimei Innolux to supply the panels.
Data compiled by market research firm iSuppli showed that Chimei Innolux ranked as the world`s No. 3 supplier of tablet-PC panels, trailing only LG Display and Samsung. With the new order from Amazon, Chimei Innolux`s market share is expected to rise further, industry sources said.
Chimei-Innolux Plans to Sell Production Equipment to Brazil [Dec 19, 2011]
Eike Batista, the richest person in Brazil, has reportedly planned to join hands with a Brazilian bank and Hon Hai Group in establishing an FPD (flat panel display) plant in Brazil by procuring existing 6th or 7.5G equipment from Chimei-Innolux at several tens of billions of NT dollar.
The project, if materialized, will enable Hon Hai to expand its deployment, while helping Chimei-Innolux weather its financial plight.
In response to the news, Chimei-Innolux reported yesterday (Dec. 18) that the company is evaluating related projects. Hon Hai failed to respond to the report. The Brazil side reportedly dispatched a delegation to Taiwan to study the feasibility of the project recently.
Brazilian media revealed that Batista already signed an agreement with Brazilian bank BNDES and Hon Hai [i.e. Foxconn] for the project recently. Initial investment will top US$4 billion, including US$500 million from Batista and US$1.2 billion from BNDES. Hon Hai intends to provide technology, without contributing fund. The investors intend to purchase the existing production equipment of Chimei-Innolux.
Chimei is considering selling its sixth- or 7.5th- generation plant to the project, with the former capable of turning out panels for use in tablet PC and TV and the latter mainly for the production of TV panels.
Sixth-generation plant is not the mainstream equipment on the market but still worth several tens of billions of NT dollar. The sales will greatly alleviate the financial pressure for Chimei-Innox, which has suffered red inks for six quarters in a row and is having difficulty in obtaining syndicated banking loans.
Brazil has a huge consumption market, with local sales of LCD TV topping 8 million units this year, for 40% growth. The country, however, doesn’t have FPD plants. Hon Hai, therefore, has planned to set up LCD TV production base in the country.
Foxconn denies rumors of Chimei takeover [Dec 9, 2011]
Foxconn, the world’s largest contract manufacturer of electronic products, has denied rumors that the companu is to play a larger role in Chimei Innolux’s operations after the Taiwanese flat panel maker’s chairman Frank Liao resigned Thursday.
Chimei’s stocks were boosted this week on the rumor that Liao’s resignation signifies a personnel shakeup that could include more influence from stakeholder Foxconn. If Foxconn were to play a larger role in the company, their success in the technology manufacturing industry could help give Chimei Innolux an edge.
Foxconn said the speculation about its future role at Chimei is just rumors and that Chimei Innolux will still be run by its own board.
Foxconn also stressed that it is only a shareholder of the company, holding 11% of Chimei shares, fewer than Chimei Corporation‘s 13.57%. Of the 11% holdings, 2.9% are personal investments by Foxconn founder Terry Gou. Foxconn says Gou’s holding are separate from the company’s investments. Foxconn remains the second largest shareholder of Chimei Innolux after Chimei.
Chimei Innolux to come under management of Foxconn [Dec 4, 2011]
Chimei Innolux chairman Frank Liao, right, has resigned and may be succeeded by CEO Tuan Hsing-chien, left, or Foxconn founder Terry Gou.Electronics contract manufacturer Foxconn may gain full management rights over flat panel maker Chimei Innolux as chairman Frank Liao resigned for health reasons and vice chairman and CEO Tuan Hsing-chien stepped down from the board but remained as CEO on Saturday. Foxconn founder Terry Gou and Tuan are the most popular candidates to succeed Liao at the Taiwan-based company.
There has been sepculation regarding the timing of Liao’s resignation. The flat panel maker has been struggling to secure a NT$40-$60 billion (US$1.3-$2 billion) consortium loan to save its faltering business, which has been blamed as the main cause of 74-year-old Liao’s deteriorating health.
Chimei has also struggled to cope with corporate infighting since it merged with Innolux Display in 2010. The two companies have a very different corporate culture and their similar organizations have seen an overlap in each other’s authority, creating constant leadership fights. They have therefore not seen much benefit from the consolidation of the flat panel sector that Taiwan’s government has called for since 2008. The tensions between them were raised even higher recently as Chimei Innolux attempted to split up its touch screens and medium and small display departments.
Liao’s resignation is widely viewed as signifying an end to Chimei’s influence over the company and the rise of a new leadership headed by Foxconn, where it is believed Terry Gou may take the helm himself.
The Taiwan-based Foxconn is the world’s largest contract manufacturer of electronic products, which counts Apple among one of its biggest clients.
LCD makers look to gain from growth in Chinese market [Dec 30, 2011]
Taiwanese display panel manufacturers AU Optronics and Chimei Innolux have benefited from the growing sales of LCD TVs in the Chinese market, which looks set to continue expanding in the near future.
Chimei has held the top spot in terms of market share in China for eight months straight, closely followed by AU. As of November, Chimei accounted for 30% of the Chinese market, while AU followed with 21.9%. South Korea-based LG and Samsung rounded out the top four, accounting for 21.7% and 20%, respectively. BOE, a Chinese brand, has also seen good performance in recent months, with a growth rate of 53% in November and market share of nearly 6%.
According to a report by LCD market research firms WitsView and Eintell, total shipments for the six largest TV brands came to 4.2 million in November, a figure that was higher than previously expected and is estimated to rise in December. Display panels sales also saw a higher-than-expected growth rate — 32.9% — in November.
WitsView also indicates that one of the important focuses for LCD makers next year will be TV size. Chimei will continue to develop and manufacture TVs of different sizes for the Chinese market, following its new 39-inch and 50-inch models. Samsung plans to produce 39-inch and 52-inch TVs.
An official at WitsView said that although LCD sales had increased thanks to Black Friday in the United States, it is still not clear whether demand for TVs will match supply after Chinese New Year.
Taiwan flat panel production value tops NT$1.39 trillion in 2011, says PIDA [Jan 2, 2012]
The production value of TFT LCD panels produced by Taiwan flat panel makers totaled NT$1.39 trillion (US$45.89 billion) in 2011, including NT$797 billion for large-size panels and NT$241.8 billion for small- to medium-size panels, according to an estimate of the Taiwan Photonics Industry and Technology Development Association (PIDA).
In terms of production volume, shipments of small- to medium-size panels reached 1.694 billion units for 2011, an increase of 21% from a year earlier, PIDA said.
Chunghwa Picture Tubes (CPT) was the top vendor in the small- to medium-size panel segment with shipments totaling about 500 million units, accounting for a 30% share, PIDA added.
Chimei Innolux (CMI) came in second in the same segment with shipments totaling 425 million units in 2011, accounting for a 26% share, down from 31% of a year earlier.
HannStar Display‘s shipments of small- to medium-size panels soared 67% to 414 million units during the year, but shipments of small- and medium-size panels from AU Optronics (AUO) slid 14% to 190 million units in 2011.
Shipments of small- to medium-size panels will continue to grow in 2012, since smart mobile devices will remain the mainstream products in the year and more low-priced smartphone will be rolled out, PIDA concluded.
Chunghwa Picture to be Taiwan’s top maker of small and medium panels [Dec 29, 2011]
Chunghwa Picture Tubes, Ltd. (CPT) will replace Chimei Innolux Corp. as Taiwan’s biggest maker of small and medium panels by the end of this year thanks to a shift in product mix, a Taipei-based industry association predicted Thursday.
The Photonics Industry and Technology Development Association (PIDA) said that shipments of small and medium panels in Taiwan will amount to around 1.69 billion units in 2011, up 21 percent year-on-year from the 1.4 billion units recorded in 2010 in light of strong demand from the smartphone and tablet PC markets.
Shipments of CPT’s small and medium panels in 2011 will increase by 42 percent from 352 million units last year to reach 500 million units, moving the Taoyuan-based company into the top spot in the market with a 30 percent share, the PIDA said.
Last year, CPT took 25 percent share of the market and ranked the second-largest vendor behind Chimei Innolux, according to the association.
CPT’s huge growth can be attributed to a transformation of its Generation 6 plant to produce high-end small and medium panels for smartphones, the PIDA said.
CPT Steps into Smartphone Panel Biz [Nov 2, 2011]
Chunghwa Picture Tubes, Ltd. (CPT), a major thin film transistor-liquid crystal display (TFT-LCD) panel manufacturer in Taiwan, recently announced to venture into the cellphone-display panel field, claiming also to utilize a sixth-generation (6G) production line to produce projected capacitive touch panels.
CPT said that it had modified a 4.5G production line specially for production of capacitor touch panels and 0.3T glass. To meet strong demand, the company has been aggressively adjusting product mix and upgrading technological capability, having successfully developed 3.5-inch panels for smartphone application and will begin mass production of such product at its 6G line in November.
CPT also aims to produce over-4-inch WVGA (400×800 and 400×864) smartphone panels, expecting to complete the project by year-end.
According to the panel manufacturer, it has been raising shipment of small- and medium-sized panels, hence successfully evading impacts from oversupply in the third quarter by shipping less TV and consumer-electronics panels. In the fourth quarter, CPT`s area of small and medium panels shipped is expected to rise to 70% to 80%, helping to improve profitability.
In the third quarter, CPT shipped 137 million small- and medium-sized panels, a record quarterly high, as well as a 22.8% quarter-on-quarter (QoQ) and 35.3% year-on-year (YoY) increase, with such shipments accounting for 60% of CPT`s total shipments during the period.
In the first three quarters, CPT shipped 346 million small- and medium-sized panels, up 41.2% YoY, and is expected to ship some 500 million such products this year.
China’s flat-panel queen calls for further industry cooperation [Jan 3, 2012]
Bai Weimin, vice president of the China Video Industry Association. (File Photo/Yen Chien-lung)Taiwan’s flat-panel sector should further its cooperation with China so that both sides of the Taiwan Strait can jointly establish industry standards for smart televisions, tablet computers and next-generation AMOLED display technology, says Bai Weimin, vice president of the China Video Industry Association.
In an interview with our Chinese-language sister newspaper Want Daily, Bai, who has been dubbed “China’s flat-panel queen,” said there was a large gap between the number of flat panels supplied by Chinese manufacturers and annual demand in the mainland market. China produced 100 million color televisions annually, while local manufacturers such as BOE could only supply over 20 million panels, Bai said.
Therefore, Bai said she encourages Chinese companies to import flat panels from Taiwan. She expects procurement in 2012 to total US$4 billion, the same amount as last year.
Last June, Bai announced a flat-panel procurement deal worth up to US$5.5 billion, when she visited Taiwan. It was difficult to implement nearly 80% of the deal towards the end, Bai said, given the poor market environment prevailing in western countries, the leading export market.
Bai also said that China’s purchases of Taiwanese flat panels doubled between 2008 and 2010. The average size of panels had also increased from 2009’s 30.3 inches to an estimated 39.5 inches in 2011.
Bai hopes that the Taiwanese government’s restrictions — only allowing flat-panel makers to adopt production technology one generation behind Taiwan’s in their Chinese operations — will be lifted soon.
Furthermore, she said several Taiwanese flat-panel makers had established joint ventures with Chinese television manufacturers, such as AU Optronics‘ collaboration with Haier and TCL, and Chimei Innolux‘s venture with Hisense and Konka. These companies, along with six others, were also members of a task force set up in 2008 to promote the flat-panel display industry across the Taiwan Strait.
Bai added that cross-strait cooperation should be further strengthened and should focus on improving post-sales service, standardization of technology, closer exchange and capital cooperation.
Speaking of her forecast for the global television market, Bai said she expects global demand to fall between 220 million and 230 million units in 2012, while China will produce 120 million units. Although a great push was still required for Chinese television manufacturers to establish a global brand, Bai said, 70 million units produced in China would be sold overseas.
World’s lowest cost, US$40-50 Android smartphones — sub-$100 retail — are enabled by Spreadtrum
Updates: Spreadtrum selects CSR connectivity and Location for Smartphone reference designs [CSR press release, Feb 27, 2012]
CSR plc (LSE: CSR; NASDAQ: CSRE) today announced that Spreadtrum Communications, Inc. (NASDAQ: SPRD), a Chinese fabless semiconductor company, has chosen CSR plc to provide wireless connectivity and location technologies for the Spreadtrum® SC8805G TD-SCDMA and SC6810 EDGE/WIFI low cost smartphone reference designs in order to meet market demand in China and emerging markets for internet access, data transfer, and location. Specifically, CSR will provide its CSR6027™ Wi-Fi solution, the SiRFstarIV™ location platform and Bluetooth for the reference designs. This is an extension to CSR’s relationship with Spreadtrum on feature phone platforms on which CSR connectivity, location and Bluetooth technologies are already in volume shipment.
“Spreadtrum has been instrumental in helping Chinese manufacturers to capitalise on the smartphone revolution by offering low-cost, easy-to-integrate processors and reference designs that speed time-to-market for wireless communication products,” said Ahmet Alpdemir, senior vice president of CSR’s Mobile Business Group “We view this partnership as an excellent way to continue to expand our market presence in China and other emerging markets for cost effective smartphones.”
Part of CSR’s UniFi® product line, CSR6027/6030 is a WAPI-qualified version for the Chinese market of the CSR6026™ single-chip solution delivering Wi-Fi 802.11n support for mobile embedded devices such as smartphones. The product provides manufacturers with low-cost, high performance Wi-Fi support without compromising battery life or space. CSR6027 offers a PowerSave feature ensuring that mobile devices can achieve optimal battery life, and offers a very small system footprint and very low eBom (electronic bill of materials), enabling easy integration into mobile devices.
SiRFstarIV is the market-leading location platform, now deployed in hundreds of consumer products worldwide, offering high acquisition and tracking performance and accuracy, low battery consumption, and active jammer removal. These features will bring to consumers of SC8805G and SC6810-enabled devices the ability to get a position fix with optimal speed, in varying conditions such as under dense foliage or in urban canyons, with very low battery consumption.
About the SC8805G and SC6810
The SC8805G for TD-SCDMA and the SC6810 for EDGE/Wi-Fi both come with a hardware reference design and compliance-tested software, which will accelerate time to market. Both are based on an ARM-9 600MHz processor which supports Android 2.2, 2D graphics, camera support up to 5MP, MPEG4 decoder and encoder, an HVGA touch screen LCD display and a range of connectivity options including Wi-Fi, GPS, Bluetooth.
About CSR
CSR is a global provider of innovative silicon and software solutions for the location-aware, media-rich, cloud-connected world. Our platforms are optimised for the automotive navigation and infotainment, digital cameras and imaging, connected home infotainment and wireless audio markets. We provide solutions to complex problems in the audio-visual, connectivity and location technology domains across a broad range of markets, with a technology portfolio that includes GPS/GNSS systems, Bluetooth®, Wi-Fi®, FM, NFC, aptX® and CVC™ audio codecs, JPEG, MPEG, H.264 imaging, IPS printing, microcontrollers, DSPs and broadband receivers. CSR’s technology solutions and market platforms enable its customers to deliver a superior user experience and are adopted by leaders in the auto, computer, home and mobile markets. More information can be found at www.csr.com. Keep up to date with CSR on our blog, or follow us on Twitter at twitter.com/CSR_plc.
– Spreadtrum Introduces 1GHz Low-Cost Smartphone Platform For TD-SCDMA & EDGE/WiFi [Spreadtrum press release, Jan 4, 2012]
Delivers 1GHz Smartphone Performance to US$100 Handsets
Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company”), a leading fabless semiconductor provider in China with advanced technology in 2G and 3G wireless communications standards, today introduced a 1GHz Android smartphone platform for TD-SCDMA (SC8810) and EDGE/WiFi (SC6820) and announced that both products are now sampling with customers. With these two new solutions, Spreadtrum is redefining the performance standard for low-cost smartphones, enabling OEMs to deliver 1GHz performance at US$100 retail prices.
“Our 1GHz Android platform sets a new bar for low-cost smartphone performance,” said Dr. Leo Li, Spreadtrum’s president and CEO. “The graphics and web browsing performance of the SC8810 and SC6820 compares favorably to one of the most popular smartphone models globally, delivering a high performance applications and gaming experience for consumers. This type of experience has previously been available only in mid- to high-end handset models and can now be delivered by OEMs in US$100 smartphone models. This will reshape the definition of and consumer expectations for a low-cost handset.”
Spreadtrum’s 1GHz platform is the most highly integrated, lowest power smartphone platform for the TD-SCDMA market. The solution delivers the lowest chip count with a multimode single-chip RF transceiver supporting TD-SCDMA, EDGE, GPRS and GSM and integrates power management. The platform’s Cortex A5 processor architecture delivers more than 40% lower power consumption compared to ARM11-based products and more than 70% lower power consumption than Cortex A9 products, delivering differentiated standby and talk time performance relative to other smartphone models.
Designed with 40nm CMOS silicon technology, the SC8810 and SC6820 baseband platforms are powered by a Cortex A5 1GHz processor and incorporate an advanced multimedia subsystem which includes a Mali GPU with 3D/2D graphics acceleration and supports high definition video playback, a 5 megapixel camera, a WVGA touch panel and connectivity features including Bluetooth, WiFi and GPS. The SC8810 supports TD-SCDMA with HSDPA at 2.8Mbps, HSUPA at 2.2Mbps as well as quad-band GSM/GPRS/EDGE with dual-mode auto handover, while the SC6820 supports quad-band EDGE/GPRS/GSM. Both products combine silicon hardware with turnkey Android software that reduce both the design time and design resources required to deliver new handsets to market.
Spreadtrum’s expansion of its smartphone platform coincides with rapidly increasing demand in China for smartphone products. Industry analysts expect the smartphone market in China to exceed 100 million units in 2012, leading global demand for smartphone products.
Spreadtrum Introduces Single-Chip MultiMode TD-LTE/TD-SCDMA/GSM Baseband Modem at CES 2012 [Jan 9, 2012]
Highly Integrated TD-LTE Platform Places Spreadtrum at Forefront of 4G Evolution in China
Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company” ), a leading fabless semiconductor provider inChina with advanced technology in 2G, 3G and 4G wireless communications standards, today introduced its first TD-LTE baseband modem, the SC9610. Designed with 40nm CMOS silicon, the SC9610 integrates multiple communication standards into a single-chip design, including multiband TD-LTE and TD-SCDMA and quad-band EDGE/GPRS/GSM. The SC9610, which now expands Spreadtrum’s product portfolio to 4G standards, is sampling with customers who are evaluating the chip for use in high end smartphone and datacard designs.
“Our single-chip multi-mode TD-LTE solution is a highly integrated platform specifically designed for the communication standards in use inChina,” said Dr.Leo Li, Spreadtrum’s president and CEO. “We are launching our solution as China Mobile begins more extensive trials domestically. The depth of experience we bring in TD-SCDMA products, combined with our early leadership in China’s 4G network evolution, positionsSpreadtrumas a long-term leading provider of multimode baseband solutions.”
TD-LTE or “Time-Division Long-Term Evolution” is a 4G standard and the evolution path from 3G TD-SCDMA for China Mobile, China’s largest domestic operator with more than 640 million total subscribers and an expected 50 million 3G subscribers as of the end of 2011. China Mobile has begun trials and network investment in TD-LTE and will continue to do so until commercial licenses are granted by the China government, which has also required that TD-LTE handsets be backward compatible with TD-SCDMA. Spreadtrum’s leadership in the TD-SCDMA market and the maturity of its multimode technology for TD-SCDMA/EDGE/GPRS/GSM ensures strong performance across both TD-LTE and TD-SCDMA communications standards while the single-chip multi-mode design enables a more seamless handover experience than multi-chip solutions.
Spreadtrum’s SC9610 supports multiple bands, achieves downlink speeds of 100 Mbps and uplink speeds of 50 Mbps and supports 5, 10, 15 and 20 MHz channels and 2×2 MIMO. The SC9610 is currently progressing through field trials inChinain tandem with customer design-in activities.
End of updates
Competitive information:
– Huawei’s IDEOS U8150 smartphone for US$86 in Kenya: 350,000 units sold in 8 months [Aug 17 – 23, 2011] and that is an Android 2.2 smartphone based on Qualcomm SoC
– Blurring lines between smartphones and feature phones: the Muve Music Phone case from Cricket Communications [Dec 2, 2011] where the entry level, Qualcomm SoC based Android smartphone has an M.S.R.P. of $129.99 while on Amazon currently sold for $69.99
– OPhone 2.5 and beyond from Borqs for China Mobile [Dec 5, 2011] in which the current entry-level Ophone 2.5 (Android 2.2 compatible) TD-SCDMA smartphones (based on Marvell’s PXA918/920 SoC) have street price of ~$140
– First real chances for Marvell on the tablet and smartphone fronts [Aug 21 – Nov 23, 2011] where other Marvell related information is shown as well the fact is well illustrated that Marvell continues to be the only provider of a single-chip TD smartphone solution, the first to work with SoC customers to deliver $100 TD smartphones.
– High expectations on Marvell’s opportunities with China Mobile [May 28, 2011]
– ASUS, China Mobile and Marvell join hands in the OPhone ecosystem effort for “Blue Ocean” dominance [March 8, 2011]
Third Quarter 2011 Spreadtrum Communications Inc Earnings Conference Call [Transcript, Nov 11, 2011]
…
In the fourth quarter, Spreadtrum will be introducing a low-cost TD-SCDMA smartphone solution. This solution will be based upon 40 nanometer single core processor, running Android 2.2, that can enable a PCBA cost of less than $30. We believe that this low-cost solution will help to grow total smartphone volume next year.
We expect the TD-SCDMA market to grow significantly in volumes in 2012 and 2013. The TD network is continuing to improve, and China Mobile phase five deployment is now addressing the blind spots in cities and delivering nationwide coverage as well. The government has indicated that they do not plan to issue a commercial license for LTE until 2014. In the meantime, China Mobile needs to offload the voice and data traffic from the congested 2.5G network to the TD-SCDMA network, which has a greater capacity.
Consumers now have access to a wider portfolio of feature phones and smartphones, with the price and performance of TD-SCDMA feature phones close to the EDGE handset.We believe that in 2012 the TD-SCDMA market will grow to around 90 million units, up from the estimated 50 million units this year. We expect that 60 million units will be delivered through the China Mobile central and local channels. Another 30 million units will sell through the open channels.
…
With the 40 nanometer platform, we are now — is more than 50% of market share of total shipments of TD-SCDMA market. I hope we can maintain a dominant position moving next year, because continue with the 40 nanometers products.
On top of that, like I said in my script, we have introduced low-end smartphone platforms, so by the end of the year, to the TD-SCDMA market as well. So, in other words, we will be providing more products, a better portfolio to the TD-SCDMA market, so, hopefully, that we will still maintaining the leading position in TD-SCDMA market.
…
Bill Lu – Morgan Stanley – Analyst
I think you’re introducing some smartphone solutions right now. If we just focus on the EDGE solution, this is something that a couple of competitors have done in the past, and it hasn’t done very well, historically, right — the EDGE smartphone. I think part of it was maybe cost was too high. It sounds like you’re addressing that.
Your PCBA cost is quite low, but something that other people complain about is also the performance just isn’t good enough with a low velocity processor — that the whole thing is just too laggy. You’re going to do it with a single chip approach. I’m sure you’ve talked to many customers about this.What kind of feedback are you getting from customers, and how do you think (inaudible)?
… local kings and the brand names, operators in the emerging market. They all asked me the same question. They said, Leo, can you provide us with adequate performance? Not the best — not even say good performance — adequate, right? However, with the EDGE (inaudible), right? And the EDGE / WiFi, obviously, Android based.
Basically, the idea is it’s not necessary to say, hey, let’s, like, take more — customer away from high-end smartphones. Rather, I think this is to convert some of the high-end feature phone people to, say, affordable smartphones.
To address your first part of the question, you say, hey, Leo, why the competitors have a similar solution, and they’re not as successful as we think. There — you said one reason is the cost is not low enough. Second, we also compare our performance, which is 40 nano, about 600 megahertz, and on the same — the Android 2.2, right, what we found was the better or improved performance on our chip.
On top of that, one of the main things, also, is the 40 nano brings down the current consumption — power consumption, right. That also helps a little bit. However, yes, this is the first introduction to the market. I think it has the usage. I said it my script also.
If you want to say use WCDMA based smartphones, right. So, in addition to more expensive baseband chips, on top of that, you have to pay also the IP royalty to others, and that which is like a 6% to 7% of handset price, that is very, very high. So — and in the emerging market, the WCDMA signals is not that great. Coverage is very poor, so it’s no point to use the WCDMA.
Rather, if you have one of the faster communication, use WiFi, and then, the rest of the day, just use EDGE. So it seems to be attractive product.The feedback from customers, by the way, on this one, is very positive.
… could talk about your [smartphone] targets …
What I said in my script, with low-end introduction, 600 megahertz, single core. However, I think, around Q1 next year, we will be introducing a one gigahertz TD-SCDMA smartphone chip to the market, and also, 900 to one gig EDGE/WiFi Android 2.2 and Android 2.3 platforms to the market. Yes.
I think the smartphone is very important to everyone, so we also kind of try to speed up the smartphone development. So, the first ones are 600 megahertz, like I said, TD-SCDMA and EDGE/WiFi to both market.
…
Qin Zhang- JP Morgan – Analyst
I just have a follow-up question on this. So, for instance, my understanding is that Marvell actually has over 50% market share in the TD smartphone segment in the fourth quarter. I just wonder, like, what is the target market share that you think Spreadtrum can get in the TD smartphone space?
Yes. In Q3, even early part of the Q4, obviously, we do not have a low-end smartphone solution.Yes, the other people who had a solution enjoyed the show there. However, I think, next year, when we introduce the low-end 600 megahertz — and we will be introducing one gig in — like, an Android 2.3 product to the market. I mean, the cost will be very competitive, and yes, the performance will be attractive to regular consumers — a better performance. That’s my point.
I think we definitely can take market share away from the competitors — to exactly what number, obviously, the higher the better for us. However — my — the general point, really, is with the smartphone solution, we definitely will be able compete better — I mean, next year — a better position to compete next year.
Qin Zhang- JP Morgan – Analyst
Got it. And my second question is also on — it’s also on the timeline of the Android product. So, I just wonder, like, let’s say, for the fourth quarter, when we launch the TD-SCDMA, as well as EDGE Android platforms, how many months do we have to wait until we see these products in the retail market?
I think you should be able to see that in Q1, hopefully, on the — unfortunately, Q1, there is China — Chinese New Year, right — a delay, somewhat, for the action. I think, generally, the — in Q1 and early Q2, there definitely will see the product introduced to the market, both for TD and for EDGE/WiFi. And then, also, that — we’re talking about the one we introduce by the end of this year, Android 2.2. And then, I think, around Q2 timeframe, yes, we should be introducing 2.3 to the market as well. So we are addressing smartphones segment next year.
…
Bill Lu – Morgan Stanley – Analyst
… your EDGE smartphone … I think you have mentioned that this solution is including WiFi. Is that your own WiFi, or are you buzzing somebody else’s WiFi?
… I do not have my WiFi solution yet. I think that we will work with a partner. …
[they have selected CSR6027™ Wi-Fi solution for that, which was announced by CSR just on Feb 27, 2012 on MWC, but the decision should have been much earlier]…
Jessica Chang – Deutsche Bank – Analyst
Thanks. Hi, Leo and Shannon. Congrats on your good results again. I have a few questions. First, can you share with us how many TD smartphone customers have you been working with right now?
Five to six clients. … entering mass production … Q1 next year. … with the Android 2.2 platform.
Jessica Chang – Deutsche Bank – Analyst
And how about your — the EDGE/WiFi smartphone? How many clients do you have right now?
I have more clients. Maybe eight to ten customers.Yes. I think the introduction to the market will be also in Q1 timeframe.
…
Jessica Chang – Deutsche Bank – Analyst
… you have so many new products and different platform, different geometry and clock space. Can you help us to maybe rank your growth driver for next year — maybe, like, your first three, by the (inaudible)?
Yes, we have quite a few products, which will be — introduced or will be introduced to the market. That’s why I spent so much money in R&D. Anyway, I think the first one will be smartphones introduced to the market, like, 600 megahertz, right — clock speed wise.
And then, the second quarter, or Q3, will be one gigahertz, or 900 megahertz, smartphones solution to the market.The second, also, in next year — I think, around summertime next year, most of — almost all of our products will be 40 nano based, which is very good.
Thirdly, also, the driving factor will be — in the summer, or Q3, will be first to hopefully introduce a WCDMA solution to the market. That is revenue I never had before. Okay? So, it would be nice to have some new additional revenue. In other words, the driving factors, from technology product point of view, are smartphones and 40 nano based and thirdly,Ws.
Jay Srivatsa – Chardan Capital Markets – Analyst
Yes. Thanks for taking my question, Leo. There’s been a lot of questions on TD. Let me ask a question on WCDMA. As you look to next year to roll out your WCDMA solution, obviously, there’s a large incoming player there. How do you hope to be able to penetrate that market successfully with your solution?
The WCDMA position product — first of all, we’re going to use our 40 nano based platform to do the design, so that, not only the die size will be fairly small, right. Second, the current consumption will be fairly good, and also, in same time, to enhance the performance of WCDMA products. So — and also, with the — like, HSPA+ type of WCDMA, combined with the 2.5G platform of Spreadtrum’s, I think our products will be fairly competitive and attractive.
I know the WCDMA is a relatively mature — more mature market than TD. There’s more competitors out there. However, with a more advanced platform, and then, with the — with — so, with the turnkey solutions, and there’s some business models, and also, closeness to the handset makers that in China, and I think we are confident to compete in that area as well.
Jay Srivatsa – Chardan Capital Markets – Analyst
You’ve talked about Android quite a bit. Can you — and the other hardware development you’ve got coming. Can you talk a little bit on the software side? What is your plan to go after Windows Mobile or other operating systems, as you look ahead to some of the other products out there?
We have a plan also to engage with Windows. I think, maybe, not this year. Maybe — hopefully, we’ll start the next year.You can see the clear trend. Nokia and Microsoft, I think, want a more massive introduction to the market — the Windows — Window based — Windows 7, right? I think it started with 7. Maybe year after next year, it end up with 8.Who knows?
But, yes, I think that’s one of the things that we will catch up with. However, at the moment, for open market, the Android, free of charge — still a nicer thing to the customers.
Spreadtrum Introduces World’s Lowest Cost Android Smartphone Platform for TD-SCDMA and EDGE/WiFi, Reaffirms Q4 Guidance [Spreadtrum press releases, Dec 8, 2011]
Solutions Define New Entry Level for Smartphones, Increasing Affordability for China and Emerging Market Consumers
SHANGHAI, Dec. 8, 2011 /PRNewswire-Asia-FirstCall/ — Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company”), a leading fabless semiconductor provider in China with advanced technology in both 2G and 3G wireless communications standards, today announced the commercial availability of two low-cost Android smartphone platforms, the SC8805G for TD-SCDMA and the SC6810 for EDGE/WiFi. The two 40nm-based 600MHz solutions are based on a low power, cost efficient architecture that lower total phone cost to US$40-50, well below currently available smartphones and easily within reach of sub-$100 retail prices. This entry point can accelerate the overall footprint for smartphones in China and emerging markets by appealing to consumers who might otherwise choose a high end feature phone and by expanding smartphone distribution beyond operator channels to the open market.
“The SC8805G and SC6810 mark Spreadtrum’s entry into the smartphone category [via Android],” said Dr. Leo Li, Spreadtrum’s president and chief executive officer. “We have combined our expertise in 40nm baseband platforms [meaning SC88xx and SC68xx series of SoCs require an additional application processor chip as well] and highly integrated systems to deliver a low-cost solution in a new price segment that will make smartphone devices more accessible to consumers in China and emerging markets.”
Spreadtrum also reaffirmed previously-released Q4 revenue guidance of US$188 million – US$194 million and gross margin guidance of approximately 41%. Dr. Li added, “Our smartphone solutions for TD and EDGE/WiFi are now commercially available and have started shipping. Demand in our 2G and 3G business lines remains healthy and we are on track to meet or exceed our Q4 revenue outlook.”
The SC8805G and the SC6810 are based on Spreadtrum’s turnkey platform, which consists of a hardware reference design and compliance-tested software suite that reduces the engineering requirement and accelerates time to market for handset manufacturers. The two solutions incorporate an ARM-9 600MHz processor, integrate power management and support Android 2.2, 2D graphics, camera support up to 5MP, MPEG4 decoder and encoder, an HVGA touch screen LCD display, as well as connectivity and broadcast functions including Wi-Fi, GPS, Bluetooth, FM and mobile TV.
The SC8805G targets China’s growing demand for low-cost smartphones, supporting China Mobile’s TD-SCDMA standard. China Mobile estimates that next year more than 30 million TD-SCDMA smart phones will be sold to consumers, most in the low-cost segment. The SC6810 is designed for emerging markets, where 3G rollouts are still in development and EDGE/WiFi provides consumers interested in a smartphone experience with the best coverage available.
The two platforms have been designed into models by more than a dozen handset manufacturers, with the first models expected to ship this month. Designs with Spreadtrum’s SC8805G have passed China Mobile’s qualification testing, paving the way for product launch.
About Spreadtrum Communications
Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum”) is a fabless semiconductor company that develops baseband and RF processor solutions for the wireless communications market. Spreadtrum combines its semiconductor design expertise with its software development capabilities to deliver highly integrated baseband processors with multimedia functionality and power management. Spreadtrum has developed solutions based on an open development platform, enabling its customers to develop customized wireless products that are feature-rich to meet their cost and time-to-market requirements. For more information, visit www.spreadtrum.com.
Earlier comprehensive information about Spreadtrum: Marvell beaten by Chinese chipmakers in sub 1,000 yuan handset procurement tender of China Mobile [Nov 15, 2010]

Hisense N52 is a feature phone (with CMMB etc.) as New Postcom N332 and T-Smart Q1 are.
Also in the follow-up: Marvell’s single chip TD-SCDMA solutions beaten (again) by two-chip solutions of Chinese vendors [July 11, 2011]
Currently available, related products:
3G Series Baseband Chips:
– SC8800D : TD-SCDMA/GSM/GPRS Multimedia Baseband Chip with ARM926EJ-S® core, clock speeds up to 100MHz
– SC8800S : HSDPA/TD-SCDMA/GSM/GPRS/EDGE Baseband Chip with ARM926EJ-S® core, speeds up to 200MHz: can be used to develop the solutions of Feature phone and Smart phone; and it also can be applied for the PC data card solutions.
– SC8800G : TD-HSPA/TD-SCDMA/GSM/GPRS/EDGE Baseband Chip with ARM926EJ-S® core, clock speeds up to 400MHz:
>>> the world’s first 40nm low power TD-HSPA/TD-SCDMA dual mode communication baseband processor
>>> can be applied to develop the solutions of Feature phone and Smart phone at extremely low cost.2G Series Baseband Chips (all with ARM7TDMI® at either 78/80/104/192/200MHz) : SC6600D / SC6600H / SC6600I / SC6600L6 / SC6600L7 / SC6600R / SC6800D / SC6800H / SC6610/SC6620
Previous products:
SC8800H : HSDPA/TD-SCDMA/GSM/GPRS/EDGE Baseband Chip with ARM926EJ-S® core, speeds up to 200MHz: for enabling handset manufacturers and operators to offer powerful 3G applications.
Comparison of H, S and G baseband chips of the SC8800:
In more detail from SPRD Annual and Transition Report on EDGARonline [April 6, 2011]
The SC8800 series of baseband semiconductors was first commercially released in October 2005 and is designed for value multimedia and mid-range multimedia wireless terminals that support TD-SCDMA/HSPA and GSM/GPRS/EDGE. The SC8800 baseband semiconductors support dual mode functionality, which enables wireless terminals to support 2G, 2.5G, 2.75G, 3G and 3.5G technologies, and incorporate integrated power management. The SC8800 series supports up to 2.8Mbps HSDPA and 2.2Mbps HSUPA features. Additionally, the SC8800 series supports a digital still camera with a resolution of up to 5 mega-pixels. The SC8800 series incorporates multimedia functionality, which includes streaming video, video telephony, digital audio playback that supports MP3 and other music formats such as AAC and AAC+ and MPEG4 digital video playback, and 64-channel polyphonic ringtone playback.
Model Number Date of Initial Commercial Release • Target Wireless Handset
SC8800D October 2005 • Value TD-SCDMA handsets
[but developed SC880A as “world’s first single chip dual-mode TD-SCDMA/GSM baseband chip” in Apr, 2004 – see below]
- GSM/GPRS Class12, TD- SCDMA Downlink 384kbps
- ARM926EJ core.
- 16K I-Cache,16K D-Cache
- AMR-NB/Midi/ ADPCM/AAC
- Integrated with SDIO I/F
- Integrated touch panel driver
SC8800S September 2009 • Multimedia handsets [like the Lenovo O1 smart phone which also has a 624 MHz Marvell PXA310 application processor] [but developed SC8800H Feb, 2007 – see below]
- GSM/GPRS Class12, Edge class10 Quad-band; TD-SCDMA/ HSDPA 1.6Mbps Dual-band
- ARM926EJ 160MHz
- AMR-NB/Midi/ ADPCM/AAC/AAC+
- MPEG4/H.263 QVGA Decoding 25fps
- 2M YUV I/F, 5M JPEG I/F
- Integrated touch panel driver
SC8800H February 2010 • Videophone handsets [like the Hisense N51 or T-Smart Q1 feature phones] [but developed SC8800H Feb, 2007 – see below]
- GSM/GPRS Class12, Edge class10 Quad-band; TD-SCDMA/ HSDPA 1.6MbpsDual-band
- ARM926EJ 200MHz
- MPEG4/H.263 QCIF Codec 15fps
- 2M YUV I/F, 5M JPEG I/F
- Integrated touch panel driver
SC8800G December 2010 • CMMB handsets [rather for high-end feature phones [like the Hisense T36 and T39] – see the below CEO statement in Oct’11]
- GSM/GPRS Class12, Edge class10 Quad-band; TD-SCDMA/ HSDPA 2.8Mbps/HSUPA 2.2MbpsDual-band
- ARM926EJ 400MHz
- AMR-NB/Midi/ ADPCM/AAC/AAC+
- MPEG4/H.263 CIF Decoding 30fps
- H.264 QVGA Decoding 30fps
- 2M YUV I/F, 5M JPEG I/F
- Integrated touch panel driver
SC8801G December 2010 • Ultra Low-cost handsets [rather for low-end feature phones [like the Huawei T2011 or Hisense T30 TD, T11 and T51] – see the below CEO statement in Oct’11]
- GSM/GPRS Class12, Edge class10 Quad-band; TD-SCDMA/ HSDPA 2.8MbpsDual-band
- ARM926EJ 256MHz
- AMR-NB/Midi/ ADPCM/AAC/AAC+
- MPEG4/H.263 CIF Decoding 30fps
- MPEG4/H.263 QCIF Codec 15fps
- 2M YUV I/F
- Integrated touch panel driver
SC8802G December 2010 • TD Modem
- GSM/GPRS Class12, Edge class10 Quad-band; TD-SCDMA/ HSDPA 2.8Mbps/HSUPA 2.2MbpsDual-band
- ARM926EJ 192MHz16K I-Cache,16K D-Cache
- AMR-NB/Midi/ ADPCM
[SC8805G is for the Android smart phones – see the below CEO statement in Oct’11. ]
Related Milestones :
2001. Jul. Spreadtrum’s wholly-owned subsidiary established in Shanghai, China.
Apr. Spreadtrum incorporated in the Cayman Islands and its wholly owned subsidiary established in California, USA.2004. Apr. Developed the SC8800A, the world’s first single chip dual-mode TD-SCDMA/GSM baseband chip.
2007. Feb. Successfully developed the SC8800Hchip, a TD-SCDMA Chip that supports HSDPA.
2008. Jan. Acquired US-based RF designcompany – Quorum Systems, Inc.
2009. Feb. Spreadtrum launched the world’s first single-chip RF transceiverto support TD-SCDMA/HSDPA/EDGE/GPRS/GSM standards.
2011. Jan. Successfully launched the world’s first commercial 40nm TD-HSPA/TD-SCDMA multi-mode baseband processor-SC8800G.
My own additions:
The ARM926EJ-S® core is faster than the ARM7TDMI® one. But keep in mind that:
– The entry level ZTE smartphones (one of the leaders on the entry market) are using the Qualcomm MSM7627 chip which has Dual cores: the main one being a higher performing ARM1136EJ-S at 600MHz, and the second core is a 400MHz ARM926EJ-S processor dedicated to modem duties. See: Blurring lines between smartphones and feature phones: the Muve Music Phone case from Cricket Communications [Dec 2, 2011]
– The same is true for the Marvell 918/920/920H single-chip based TD-SCDMA phones introduced by a number of vendors on the Chinese market (ASUS, Coolpad, Hisense, Huawei, Guangdong Mobile, Lenovo, Motorola, RIM, Samsung, Sharp, Sony Ericsson, Yulong and ZTE) with its on-chip dedicated, Marvell-designed ARM9 Modem core and an associated Modem DSP core as well.
– The DMIPS/MHz values of other ARM cores used today is even much higher (in addition to their higher max frequencies for current low power versions shown beneath the DMIPS/MHz values):
ARM7 |
ARM9 |
ARM11 |
Marvell PJ1 Sheeva |
ARM Cortex A8 |
Marvell PJ4 Sheeva |
Qualcomm Scorpion |
ARM Cortex A9 |
0.94 |
1.1 |
1.25 |
1.46 |
2.0 |
2.5 |
2.1 |
2.41 |
200 |
600 |
1000 |
1000 |
1200 |
1200 |
1500 |
1500 |
Spreadtrum Communications, Inc. Announces Third Quarter 2011 Financial Results [Spreadtrum press releases, Nov 11, 2011]
…
BUSINESS HIGHLIGHTS:
Commenting on the results, Spreadtrum’s Chairman and CEO, Dr. Leo Li said, “We exceeded revenue guidance in 3Q 2011 as quarterly revenue grew in both our 3G and 2.5G product lines. In the TD-SCDMA market, we continued to gain market share with global and domestic handset manufacturers as a result of our breakthrough standby and talk time and high level of integration. Our basebands are powering the TD-SCDMA version of the Samsung Galaxy S II*, which launched in the third quarter and was well received by consumers. The overall TD-SCDMA market has continued to grow at a good pace given the combination of continuously improving network coverage and compelling portfolio of low-cost feature phones and smartphones that are now available to consumers. In the fourth quarter, we are on track to introduce our low-cost 40nm-based smartphone solutions for both TD-SCDMA and EDGE/WiFi, which we believe will drive further growth in both markets going into 2012. Through improvement in product mix, we have been able to mitigate ASP pressure in low-end feature phones. Looking ahead to 4Q 2011, with continuing growth vectors in both the TD-SCDMA and 2.5G markets, we expect revenue to be in the range of US$188 million – US$194 million with a gross margin of approximately 41%.”
Key business highlights include:
- Expanded Beyond 50% Market Share in TD-SCDMA: Spreadtrum expanded its market footprint with more than 30 customers with 72 handset models, including both global and domestic tier-1 handset manufacturers, by the end of September 2011. In the third quarter, Spreadtrum achieved a dominant market share position in both the feature phone and fixed wireless handset markets and entered the smartphone market with the Samsung Galaxy S II* launch.
- Increased Product Footprint at Samsung to Basebands: The TD-SCDMA version of the Samsung Galaxy S II launched in China in the third quarter and is powered by Spreadtrum’s RF and baseband solutions. This is Spreadtrum’s first entry in the TD-SCDMA smartphone market as well as its first shipping baseband design win with a global tier-1 OEM. The successful engagement with Samsung lays the foundation for Spreadrum to engage with other global tier-1 manufacturers.
- Mitigated Price Pressure in 2.5G Markets with Improved Product Mix: With higher ASP products such as the ARM9-based SC6800H and TD product portfolio, Spreadtrum has been able to mitigate price pressure in the 2.5G feature phone market and maintain revenue growth and margin stability.
- Completed Majority Acquisition of WCDMA Vendor MobilePeak: Spreadtrum completed the acquisition of a majority 85.6% ownership stake in MobilePeak, in preparation for delivery of WCDMA/HSPA+ solutions by mid-2012.
(*) Samsung Galaxy S II TD-SCDMA version (i9108) has a Samsung S5PV310 Exynos 4210 dual-core ARM Cortex A9 1.2GHz application processor as well. Its street price currently is ¥ 3100 (US$ 489) vs. ¥ 3750 (US$ 592) list price.
Strategically important, other information regarding Spreadtrum:
Spreadtrum and Sohu.com Partner to Deliver an App Store for Feature Phones [Spreadtrum press releases, Nov 3, 2011]
Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company” ), a leading fabless semiconductor provider in China with advanced technology in both 2G and 3G wireless communications standards, today announced a strategic partnership with Sohu.com Inc., China’s leading online media, search, gaming, community and mobile service group. Through this partnership, Sohu has developed a mobile app store for Spreadtrum’s WRE (“Windows Runtime Environment”) platform for feature phones. Sohu will also use the app store, which supports applications both from Sohu and other mobile developers, to deliver rich Internet applications and services to China consumers.
Spreadtrum’s WRE platform is middleware for feature phones that enables dynamic loading and updating of applications post-sale, providing the same experience to consumers as smartphone handsets. Sohu has leveraged Spreadtrum’s platform to deliver a complete app store solution, including its related server-side operations. Spreadtrum’s WRE platform with Sohu’s app store solution has been rolled out in volume by one of China’s top ten design houses and is now integrated into Spreadtrum’s standard feature phone platform solution.
“Sohu.com has more than ten years of experience in delivering applications to more than one hundred million users, and is a leading provider of online applications and games in China,” said Dr. Leo Li, Spreadtrum’s president and CEO. “By partnering with Sohu.com, we bring together their core competency in Internet services with our strength in feature phone platforms, bringing smartphone and app store capability to the highest volume phone segment in China and emerging markets. This expands Sohu’s and other application developers’ reach to a larger mobile user base and transforms the traditional definition of feature phones.”
Dr. Charles Zhang, Sohu.com Inc’s Chairman and CEO, said: “The strategic cooperation with Spreadtrum is far-reaching in impact to the mobile internet industry. As a global top five mobile phone chip supplier, Spreadtrum’s customers reach a large user base interested in the mobile Internet experience. By cooperating with Spreadtrum, we can provide a variety of mobile internet services to this group of users, including web, video, microblogging, search, maps and other applications.”
Spreadtrum’s WRE platform with Sohu.com’s app store is now shipping in volume with Spreadtrum’s SC6800H chip to one of China’s top ten design houses. Spreadtrum expects shipments to grow over the coming quarters.
About Spreadtrum Communications, Inc.
…
About Sohu.com, Inc.
Sohu.com Inc. is China’s premier online brand and indispensable to the daily life of millions of Chinese, providing a network of web properties and community based/web 2.0 products which offer the vast Sohu user community a broad array of choices regarding information, entertainment and communication. Sohu has built one of the most comprehensive matrices of Chinese language web properties and proprietary search engines, consisting of the mass portal and leading online media destination. Sohu corporate services consist of online brand advertising on its matrix of websites as well as bid listing and home page on its in-house developed search directory and engine. Sohu also offers wireless value-added services such as news, information, music, ringtone and picture content sent over mobile phones. Sohu’s online game subsidiary, Changyou.com and its subsidiaries currently operate over 10 online games that includes in-house developed MMORPGs, such as Tian Long Ba Bu, one of the most popular online games in China, and Duke of Mount Deer, as well as Web-based games such as DDTank. Sohu.com, established by Dr. Charles Zhang, one of China’s internet pioneers, is in its fifteenth year of operation.
Spreadtrum Introduces First TD-Dual-SIM Dual-Standby Solution for TD-SCDMA [Spreadtrum press releases, Oct 11, 2011]
Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company”), a leading fabless semiconductor provider in China with advanced technology in both 2G and 3G wireless communications standards, today announced the introduction of the industry’s first dual-SIM dual-standby technology for TD-SCDMA mobile phones. Spreadtrum’s TD-SCDMA dual-SIM technology allows consumers to receive calls and texts, or browse data, on either number while the phone is turned on.
For consumers, dual-SIM TD-SCDMA provides flexibility in the choice of voice or data plan, allowing them to retain or use different China Mobile subscriptions for different purposes. Dual-SIM provides the added convenience of allowing for two “local” numbers, enabling users to place local-rated calls while traveling between provinces, without carrying two phones. And, it enables users to use phone and data functions from two different SIMs simultaneously, allowing users to optimize their voice or data usage to a preferred plan. Consumers are able to use the dual-SIM capability across both the 3G TD-SCDMA and the 2G GSM/GPRS/EDGE networks and use SIMs from different carriers in the same phone.
Spreadtrum’s dual-SIM dual-standby feature is the latest in its series of innovations for the China TD-SCDMA market, following the introduction of its SC8800G seriesof basebands on an advanced 40nm platform whose low power consumption delivers breakthrough standby and talk time performance relative to other solutions available in the market. Spreadtrum currently commands greater than 50% market share of TD-SCDMA baseband shipments, and its wireless communications solutions are being used in fixed wireless, feature phone and smartphone handsets sold by both global and domestic tier-1 brands.
“Dual-SIM enabled by a single baseband is a technology innovation that Spreadtrum was the first to develop for the 2.5G market,” said Leo Li, Spreadtrum’s president and chief executive officer. “Now, by bringing dual-SIM to TD-SCDMA, we are simplifying the 3G handset purchase decision by allowing consumers to take on new subscriptions while retaining their existing plans. We believe this attractive feature will contribute to further growth in TD-SCDMA handset shipment volumes.”
Dual-SIM dual-standby will be available as an option on Spreadtrum’s SC88xx series of TD-SCDMA basebands as well as future products, beginning in 4Q11.
Spreadtrum Completes Majority Acquisition of WCDMA Provider MobilePeak [Spreadtrum press releases, Oct 3, 2011]
Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company”), a leading fabless semiconductor provider in China with advanced technology in both 2G and 3G wireless communications standards, today announced that it has completed a majority acquisition of WCDMA solutions provider MobilePeak Holdings, Ltd. (“MobilePeak”) on September 30, 2011.
The acquisition of MobilePeak allows Spreadtrum to enter the global 3G and LTE markets with WCDMA/HSPA+ technology. MobilePeak’s 3G technology combined with Spreadtrum’s advanced 40nm baseband platform will enable Spreadtrum to deliver low-cost, high-performance WCDMA solutions for the global market and serve as a foundation for the Company’s next-generation multi-mode 3G/4G solutions. MobilePeak’s technology supports 3GPP standards through Release 7, including a full-rate 384Kbps modem and HSPA+ technology up to Category 14 at 21Mbps maximum downlink speed and 11Mbps maximum uplink speed. Spreadtrum anticipates that its first WCDMA baseband platform introduction leveraging MobilePeak’s technology will be in the first half of 2012, targeting consumers in emerging markets as well as 3G subscribers on the China Unicom network.
Spreadtrum increased its equity ownership in MobilePeak to approximately 85% as a result of the acquisition. Spreadtrum expects to purchase the remaining outstanding shares by year end. Spreadtrum expects the total cash consideration for the ordinary shares, including shares purchased on September 30, 2011 and shares that remain to be purchased, to be approximately US$5 million. Spreadtrum may also pay additional cash and grant restricted share units to MobilePeak team members as they meet certain product development milestones.
Li Liyou: Spreadtrum push WCDMA Smartphone chips next year [Oct 17, 2011]
(updated from Leo Li, Spreadtrum, WCDMA, smart phone chip, LTE as well)
Spreadtrum, Chairman and CEO of Li Liyou revealed, Spreadtrum launch [of] WCDMA Smartphone chips [is] planned for 2012, and will push the TD+WCDMA dual-mode chips [as well]. At the same time, Spreadtrum will from 2012 [do] research and development [of] 28-nanometer LTEchip products.
Prior to [this,] Spreadtrum launches [of] chip products are [were] mainly concentrated in the area of GSM and TD.
It is understood that, since 2003, [as the] Spreadtrum TD chip [was] put into research and development, and in 2005 developed the industry’s first TD-chip, nearly half of the existing R & D efforts [were] in the development of TD-related products.
Currently, Spreadtrum series chips and solutions [are] including: SC8800G for high-end feature phones and SC8801G for low-end feature phones, as well as the Modem chip SC8802G and SC8805G for the Android smart phones. The SC8800G, launched by Spreadtrum in early 2011, was the world’s first 40 nanometer TD baseband chip, this chip will enhance the development of telecommunications technology capabilities to the forefront of the industry. It is reported that shipments of this 40 nm chip were more than 10 million.
Push the TD+WCDMA dual-mode chips
Leo Li introduced [that] in the domestic TD field Spreadtrum’s market share has reached about 50%, its chip product line has been adopted by international brand mobile phone manufacturers, for example, Samsung GALAXY S II has the TD Spreadtrum baseband chip SC8802G.
Continue to increase input of the field of TD, Spreadtrum also plans to enter the field of WCDMA. Li Liyou revealed that “next year will have WCDMA Smartphone chip shipments. ”
“I communicate with overseas operators found that the other party want to have more expensive to call WCDMA handsets.” Li Li, Yu explained that in addition to better use of data services in addition, 3G networks are often ignored, another a little – a very high efficiency of call, the network capacity is much higher than 2.5G networks.
Based on this demand, that Leo Li, TD + WCDMA chip solution Spreadtrum will also become the mainstream of future product launches. In fact, Spreadtrum has recently introduced the industry’s first TD dual card dual standby mobile phone program to meet the users a mobile phone and TD, GSM / WCDMA networks twenty-two switch.
Based on this market demand, Li Liyou believes that TD+WCDMA chip solution will become the mainstream of of future product launches. In fact, Spreadtrum has recently launched the industry’s first TD dual card dual standby mobile phone program, [which] can meet the userusing a cell phone and switch between TD and GSM/WCDMA networks.
Plan to research and develop 28-nm LTE chips
Leo Li introduced the [plans for] products in the future planning. Spreadtrum will invest more in the field of smart phones. In addition, Spreadtrum also plans to launch in 2012 baseband and radio frequency in one single chip, and in the future to support TD-LTE/FDD LTE / TD-SCDMA / GSM [in a] multi-mode single-chip.
“The current 40-nanometer chips may not be able to meet the LTE network computation, therefore, Spreadtrum will from 2012 commence product research and development of 28-nanometer chips to meet future demand for the use of LTE products.” Li Liyou believes that world’s first 40 nm TD baseband chip has made the launch of Spreadtrum technology to go beyond the traditional European and US companies, but research and development [of] 28-nanometer chips will remain a major challenge [for] Spreadtrum.
“LTE’s development will also have some time [to happen]. Before this the way to ease pressure on the GSM network is to promote TD-SCDMA network.“ Li Liyou stressed that ”China Mobile has more than 600 million users, [with] an average of about two years for a machine there is nearly 200 million of replacement, [so] the market potential is huge. ”
It is understood that Spreadtrum TD-chip products are currently used in custom machines [by] operators and open market, and custom machines accounted for one third of the total market. “I hope that operators will cancel subsidies for customizing machine, and use this money as phone bill, subsidies to purchase TD cell phone users, allowing consumers to select the end product.” Li Liyou believes that this approach would eliminate a number of mobile phones, to make the healthy development of the community channel, and thus accelerate the TD in the open market instead of GSM phones.
Spreadtrum Meets Milestone for China Mobile TD-SCDMA Grant [Spreadtrum press releases, Sept 30, 2011]
Shipment growth continues with more than 50% market share and technology leadership in TD-SCDMA, with 40nm single-chip with TD-SCDMA/EDGE/GPRS/GSM, multi-media and power management features
Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company”), a leading fabless semiconductor provider in China with advanced technology in both 2G and 3G wireless communications standards, today announced that in 3Q 2011 it has met the last major milestone of a TD-SCDMA research and development grant awarded by China Mobile to the Company in 2009. This marks successful completion of the project and will enable the Company to recognize more than US$8 million in research and development grantsas an offset to operating expenses in the third quarter of 2011, including subsidies recognized from both the China Mobile and other government projects. Spreadtrum’s TD-SCDMA customers include more than 30 global and domestic tier-1 manufacturers and design houses who have introduced more than 72 feature phone and smartphone models in 2011 using Spreadtrum’s baseband solutions.
Spreadtrum now commands more than 50% market share of TD-SCDMA shipment volumes. Dr. Leo Li, Spreadtrum’s president and CEO commented, “We are the clear leader in the feature phone and fixed wireless segments of the TD-SCDMA market, which account for the majority of industry shipments so far this year. Our 40nm-based single-chips with TD-SCDMA/EDGE/GPRS/GSM, multi-media and power management features have enabled customers building handsets on our platform to achieve breakthrough standby and talk times, at a retail price point that is attractive to 3G handset buyers. We further expect to expand our footprint in the smartphone segment following the launch of our low-cost single-chip smartphone product.”
Dr. Li added, “In addition to today’s news and in response to recent shareholder inquiries, we would like to provide additional clarification on our corporate structure. Our primary operations in China are conducted through a wholly foreign owned enterprise (WFOE), distinct from the variable interest entity (VIE) structures that are common in the China Internet sector and that have been the subject of recent press speculation with regards to possible PRC or US government review. There is no active investigation that we are aware of by either the China government or the US Department of Justice of our corporate structure or accounting practices, which adhere to conservative interpretation of US GAAP.”
Samsung Taps Spreadtrum as Baseband Supplier for High Performance TD-SCDMA Smartphone [Spreadtrum press releases, Sept 2, 2011]
Spreadtrum’s SC8802 Shipping in Newest Samsung GALAXY SII Smartphone for China Mobile Subscribers
Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company” ), a leading fabless semiconductor provider in China with advanced technology in both 2G and 3G wireless communications standards, today announced that its newest TD-SCDMA baseband chip, the SC8802G, is shipping in Samsung’s top-of-the-line GALAXY S II smartphone targeting China Mobile subscribers.
Designed with 40nm CMOS silicon technology, the SC8802G is the newest chip in Spreadtrum’s SC88xxG series for the TD-SCDMA market. Spreadtrum’s advanced 40nm platform delivers groundbreaking levels of performance and integration while simultaneously reducing power consumption, delivering standby and talk times that are a first in TD-SCDMA 3G. Spreadtrum’s SC8802G enables TD-HSUPA, TD-SCDMA as well as GSM, GPRS and EDGE operation and supports TD-HSDPA at 2.8Mbps, TD-HSUPA at 2.2Mbps. In combination with Spreadtrum’s RF transceiver, the SR3200LS, which is also shipping in the Samsung GALAXY S II, the SC8802G achieves a small modem footprint of less than 530mm2 enabling slim, sleek designs.
“We are honored to be selected by Samsung as a TD-SCDMA baseband chip supplier,” said Dr. Leo Li, Spreadtrum’s president and CEO. “We are seeing accelerating growth in the TD-SCDMA market as handset features and performance and network coverage align with consumer preference and expectations. Handsets such as Samsung’s GALAXY S II will raise the bar in terms of what consumers can expect from a 3G experience.”
Spreadtrum Secures Leadership Position in TD-SCDMA Market [Spreadtrum press releases, Aug 23, 2011]
Spreadtrum Achieves More than 50% Market Share, Sets New Standard for Standby and Talk Times in TD-SCDMA
Spreadtrum Communications, Inc., (Nasdaq: SPRD; “Spreadtrum” or the “Company”), a leading fabless semiconductor provider in China with advanced technology in both 2G and 3G wireless communications standards, today announced that it has achieved a leadership position in China’s TD-SCDMA market. TD-SCDMA is the China 3G standard adopted by China’s largest telecom operator China Mobile. Spreadtrum’s low-cost, high performance baseband solutions based on its advanced 40nm platform have enabled the Company to secure design wins with both tier-1 OEM handset manufacturers and independent design houses serving this market, with significant growth in the first half of 2011 resulting from shipments in the feature phone segment.
“In the first half of 2011, Spreadtrum secured more than 50% market share of TD-SCDMA shipments,” said Kevin Wang, Director, China Research of analyst firm IHS iSuppli. Spreadtrum expects TD-SCDMA uptake to accelerate in the second half of 2011, bringing the overall market from 34 million units shipped in 2010 to more than 50 million units shipment this year.
“Our advanced 40nm platform enables us to deliver a superior 3G experience on handsets,” said Dr. Leo Li, president and CEO of Spreadtrum. “The low power consumption of our TD-SCDMA baseband solutions enables up to 15 hours talk time and 17 days standby time off of 1000mAh batteries.”
Spreadtrum further expects that shifts in China Mobile’s purchasing strategy will help drive faster growth. As more phone models have become available, China Mobile’s purchasing has shifted from central procurement tenders, in which the head office negotiates for certain models and volumes, to purchasing through local distribution channels. “Local purchasing enables regions to order handset models that are best matched to local consumer preferences, price points and styles,” added Dr. Li. “The ability of consumers to purchase 3G handsets with an attractive user experience, feature set and design, at close to EDGE handset prices, is accelerating market uptake of TD-SCDMA handsets.”
Spreadtrum Acquires Telegent Systems [Spreadtrum press releases, July 19, 2011]
Acquisition expands patent and product portfolio with advanced mobile TV technology
Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company”), a leading fabless semiconductor provider in China with advanced technology in both 2G and 3G wireless communications standards, today announced that it has signed a definitive agreement to purchase Telegent Systems, Inc. (“Telegent”), a provider of semiconductor and software solutions for the reception of live, broadcast television on mobile phones. Spreadtrum does not expect significant impact to either its cash position or operating expenses as a result of the transaction.
“Broadcast mobile TV is a popular feature with consumers in emerging markets, which is a target market segment for Spreadtrum and one in which we are experiencing rapid growth,” said Dr. Leo Li, president and chief executive officer of Spreadtrum. “The acquisition of Telegent enhances the value proposition we can deliver to the supply chain serving this market segment from handset manufacturer to end market brand and accelerates our international footprint.”
Telegent’s technology portfolio delivers more than 70 patents granted or pending and a product line consisting of analog mobile TV ICs, hybrid analog/digital mobile TV ICs, mobile TV internal antenna technology, TV player software, and entertainment services software that enables the delivery of applications and advertising to handsets post-sale. Telegent’s newly introduced product line, the TLG12xx series, introduces new innovations to the mobile TV market, including integrated internal antenna technology and a single-chip analog mobile TV receiver with the lowest power consumption and the lowest external bill of materials. Following the acquisition, Spreadtrum will explore integration opportunities with the basebandthat deliver further performance and cost benefits.
In connection with the acquisition, approximately twenty hardware and software engineers from Telegent’s Shanghai office will join Spreadtrum. The transaction has been approved by the Spreadtrum and Telegent boards of directors and is subject to customary closing conditions, including the approval of Telegent stockholders.
Questions and answers regarding Spreadtrum’s acquisition of Telegent can be found at: http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9MTAwMTk3fENoaWxkSUQ9LTF8VHlwZT0z&t=1
About Telegent Systems, Inc.
Telegent Systems is a fabless semiconductor company that enables the reception of live, free-to-air analog and digital broadcast television in mobile handsets and other portable consumer devices. Telegent’s television-on-a-chip solutions solve the long-standing technical challenges that have precluded mobile reception of analog broadcast TV, enabling manufacturers and operators to benefit from the convergence of broadcast TV with mobile and portable devices. Telegent’s products are the most widely sold broadcast television solutions for mobile handsets in the world. For more information, visit www.telegent.com.
Spreadtrum Announces High Performance Multimedia Mobile Phone Solution [Spreadtrum press releases, July 19, 2011]
Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company”), a leading fabless semiconductor provider in China with advanced technology in both 2G and 3G wireless communications standards, today announced the introduction of a high performance multimedia mobile phone solution based on ARM9 CPU processor, the SC6800H. This product, which features enhanced application and multimedia processing capabilities, is designed to meet customers’ growing demand for video, photo, music, games and other entertainment requirements within the mid-end multimedia mobile phone market.
The SC6800H is more than twice as fast as ARM7 based chips, and its ARM9EJ-S processor core with multimedia and GPU engine provides an enhanced user experience in mid-end feature phone. The solution supports JAVA, Internet access, GPS navigation, mobile stocks, MSN/QQ and many other popular applications in addition to a High-definition video player, and a 5 megapixel camera. It enables HVGA screen resolution with a fashionable user interface, such as the 3D UI and Flash UI, further improving the user experience. In terms of communication, the SC6800H integrates multi-SIM card engine and controller, which enable Dual-SIM standby, Triple-SIM standby and Quad-SIM standby solutions in a set of baseband and RF chipset. Furthermore, the SC6800H provides interfaces for a number of mainstream peripheral components such as Wi-Fi, GPS, Bluetooth, and analog TV.
Dr. Leo Li, Spreadtrum’s President and CEO said, “In line with our commitment to delivering innovative technology in order to help customers differentiate their products, the SC6800H provides handset manufacturers a powerful and stable mobile phone solution that we believe will be an attractive and essential platform for the emerging mobile business. Along with our other pipeline products that offer enhanced multimedia features, the SC6800H is accelerating the growth of feature phone market, enabling our customers to launch more products with unique features to capitalize on increasing demand for mobile handset business, mobile internet applications, and mobile games/entertaining business.”
Spreadtrum and TSMC Achieve 3G TD-SCDMA Baseband Processor Milestone [Spreadtrum press releases, Jan 27, 2011]
First 40nm baseband chip to support China’s 3G standard
Spreadtrum Communications, Inc. (Nasdaq: SPRD; “Spreadtrum”) and TSMC (TWSE: 2330, NYSE: TSM) today unveiled their achievement on the first commercialized 40nm Time Division – Synchronous Code Division Multiple Access (TD-SCDMA) basebandprocessor. First time silicon success for this baseband processor was achieved by the two companies jointly optimizing design, process and manufacturing. The chip is in initial production at Fab 12, one of TSMC’s GIGAFAB(TM) facilities in Taiwan.
The new processor supports TD-SCDMA and other telecommunication 3.75G to 2G specifications including High-Speed Uplink Packet Access (HSUPA), Enhanced Data GSM Environment (EDGE), General Packet Radio Service (GPRS) and Global System for Mobile Communications (GSM). It also features up to a 2.8Mbps bandwidth that is more than one hundred times faster than the 2G standard.
The baseband processor leverages TSMC’s 40nm low power (40LP) process technology to extend battery lifetime in mobile telecommunication. The 40LPprocess also supports other leakage-sensitive applications such as application processor, portable consumer and wireless connectivity devices.
Dr. Leo Li, Spreadtrum’s President and CEO said, “40nm process technology is a critical element to Spreadtrum’s next-generation product portfolio. The success of the world’s first commercialized 40nm baseband processor demonstrates our design and time-to-production ability to deliver the cutting-edge technology in the 3G communication industry. TSMC is the clear foundry leader in 40nm process technology. With its excellent technical advantages and strategic support for Spreadtrum since 2003, TSMC ensures the quality and performance of our chips, which allows us to provide stable and superior products to our customers.”
“Spreadtrum is to be commended for bringing to production the first 40nm 3G baseband chip to meet China’s TD-SCDMA specification,” said Jason Chen, senior vice president of worldwide sales and marketing. “The achievement of this milestone underscores TSMC’s ongoing role as the foundation for logic IC innovation, including that of China’s IC design companies.”
Spreadtrum Announces the World’s First Commercial 40nm Low Power TD-HSPA /TD-SCDMA Multi-mode Communication Baseband Processor [Spreadtrum press releases, Jan 18, 2011]
Spreadtrum Communications, Inc. (Nasdaq: SPRD; “Spreadtrum” or the “Company”), a leading fabless semiconductor provider in China with advanced technology in both 2G and 3G wireless communications standards, today announced the world’s first 40nm low power TD-HSPA/TD-SCDMA multi-mode communication baseband processor, the SC8800G. The new product was announced during a technology forum jointly held by Spreadtrum, China Semiconductor Industry Association, Qingdao Hisense Communication Co., Ltd., HuaweiDevice Co., Ltd. and Shenyang New Postcom Equipment Co., Ltd. at the Great Hall of the People, Beijing, China. At the forum, Spreadtrum successfully demonstrated its latest commercial mobile handsets based on the SC8800G.
Designed with 40nm CMOS silicon technology, the SC8800G achieves groundbreaking levels of performance and integration while simultaneously reducing power consumption, lowering overall costs and meeting the need for next generation communication experience. Spreadtrum SC8800G enables TD-HSUPA, TD-SCDMA, GSM, GPRS and EDGE operation and supports TD-HSDPA at 2.8Mbps, TD-HSUPA at 2.2Mbps. This product will enable the price of TD-SCDMA mobile terminals to be close to that of 2.5G products. At the same time, it will offer a reliable platform for various 3G services and will play an integral role in driving the development of TD-SCDMA, TD-LTE and 4G technology. The TD-HSPA/TD-SCDMA multi-mode mobile phones developed based on SC8800G have already passed the network access testing of Telecommunication Bureau of Ministry of Industry and Information Technology and the market entry testingof China Mobile, meeting all commercial standards.
SC8800G achieves great speed advancement while significantly reducing power consumption. The chip is an ideal solution for customers to develop competitive low power consumption mobile handsets. Furthermore, this world’s first commercial 40nm low power TD-HSPA/TD-SCDMA multi-mode communication baseband processor will contribute to the development of Intelligent City, Internet of Things, Mobile Internet and the integration of telecommunications networks, cable TV networks and Computer network in China.
Dr. Leo Li, Spreadtrum’s President and CEO said, “As the inventor of the world’s first commercial 40nm low power TD-HSPA/TD-SCDMA multi-mode communication baseband processor, we are proud of our cutting-edge technology in 3G communication standards, our design capability in advanced technology and our world-class engineering team. The commercial TD-HSPA/TD-SCDMA mobile phones developed based on the SC8800G are representative of the progression from ‘made in China’ to ‘invented in China’. China’s IC design companies are presented with tremendous opportunities as the country undergoes a major upgrade in industry and economy development. Spreadtrum is dedicated to the continuous technology innovation in order to capitalize on these opportunities and play an instrumental role in the growth of China’s IC industry.”
Spreadtrum and Hisense Jointly Launched the World’s First Affordable TD-SCDMA Phone Supporting CMMB Digital TV [Spreadtrum press releases, Jan 10, 2011]
Spreadtrum Communications, Inc., a leading fabless semiconductor company that develops baseband and RF processor solutions for the wireless communications market (hereinafter referred to as “Spreadtrum”, Nasdaq Stock code: SPRD), and Qingdao Hisense Communication Co., Ltd., a subsidiary of a world leading provider of flat panel TVs, household appliances and mobile communications (hereinafter referred to as “Hisense Communication”), jointly launched the world’s first TD-SCDMA feature phone — Hisense N51 — with retail price below 1000 RMB. Hisense N51 is the only affordable TD-SCDMA mobile phone that supports CMMB digital TV among all existing 3G phones that are available through China Mobile’s “TD-SCDMA Terminal Special Incentive Fund Project” program. With the increasing demand for affordable 3G phones in the Chinese market, the launch of Hisense N51 will greatly accelerate the adoption of the TD-SCDMA platform and further enrich TD-SCDMA terminal products and services.
Hisense N51 was jointly developed by Spreadtrum and Hisense in a highly collaborative technical partnership. Executive Vice President of Hisense Communication, Ms. Wenlin Yang, said: “Hisense and Spreadtrum share a long history of co-operation. Partnering with Spreadtrum, we successfully won the bid of ‘thousand-yuan 3G mobile phones’ project of China Mobile’s ‘TD-SCDMA Terminal Special Incentive Fund Project.’ Through our six-month joint effortsand Spreadtrum’s very competitive TD-SCDMA and CMMB solutions, the Hisense N51 was introduced. The excellent localized technical support and quick customer service response from Spreadtrum’s team have not only greatly shortened the time to launch Hisense N51, but also ensured that Hisense TD-SCDMA products will be competitive in the 3G phone market. Hisense has always been at the forefront of the TD-SCDMA industry. At present, China Mobile has completed the construction of a national network, by investing huge resources to support the end-products, especially affordable G3 handsets. Compounded with its huge customer base and mature terminal operating experience, I believe, in 2010, China’s TD users will show explosive growth and our partnership with Spreadtrum will move further in the next level.”
President and CEO of Spreadtrum Communications, Inc., Dr. Leo Li, said: “We are very pleased to be working with Hisense to develop affordable TD-SCDMA products targeting China’s 3G market. Hisense has an extensive research and development experience and leading technology, as well as a close partnership with Spreadtrum. Spreadtrum provides highly integrated TD-SCDMA/HSDPA/GSM/GPRS/EDGE baseband chip SC8800H and RF chip QS3200, which effectively reduce the cost of development and manufacturing of Hisense Communication products. Therefore, Hisense Communication is able to introduce cost-effective handsets such as N51 by targeting the Chinese 3G market quickly to meet the needs of consumers. Spreadtrum CMMB mobile TV chip SC6600Vprovides Hisense N51 with vast application space. Particularly, Hisense N51 is currently the world’s only 1000 RMB level TD-SCDMA phone that supports CMMB.”
Chief Scientist of Spreadtrum Communications, Inc., Dr. Xiaojian Dong, also remarked: “Spreadtrum has maintained a close cooperative partnership with mobile terminal manufacturers during the implementation process of China Mobile’s ‘TD-SCDMA Terminal Special Incentive Fund Project.’ Under the guidance of China Mobile, we jointly overcame difficulties and achieved our goals. Hisense N51 has successfully passed China Mobile’s testing, which marked Spreadtrum’s great leap forward in phone platform, TD-SCDMA/GSM wireless performance and 2/3G mutual operation and stability. The outstanding results fully confirmed that the performance and maturity of Spreadtrum’s TD-SCDMA solutions is at the forefront of its industry.
About Hisense N51:
Hisense N51 uses Spreadtrum’s highly integrated SC8800H-baseband, QS3200-RF and SC6600V-CMMB chips to support TD-SCDMA/HSDPA/GSM/GPRS/EDGE and mobile TV functionality. Hisense N51 is based on a slim design with a thickness of only 13.3mm and comes with a 2.4-inch screen and a 2 million pixel (HD) camera. Furthermore, Hisense N51 supports TD-SCDMA/HSDPA high-speed data services, TD-SCDMA/GSM dual-mode, WWW/WAP browser for fast Internet access, and has built-in Fetion, music player, cell phone securities, mobile maps, MMS, DM, and PIM, etc. Hisense N51 has a maximum downlink speed of up to 1.6Mbps and uplink speed of up to 384Kbps. For the function of CMMB mobile digital TV, Hisense N51 can receive and send TV broadcasting and communications signals simultaneously without mutual interference and provides maximum TV viewing experience with TD-SCDMA mobile digital TV service.
About CMMB:
For more information on China Mobile Multimedia Broadcasting, please visit http://www.cmmb.org.cn .
Spreadtrum’s TD-SCDMA Chip Adopted in the World’s First 3G OPhone Lenovo O1 [Spreadtrum press releases, Dec 14, 2009]
Lenovo Mobile Communication Technology Co., Ltd. (hereinafter referred to as “Lenovo Mobile”) launched the world’s first TD-SCDMA standard-based OPhone smart phones – Lenovo O1, with immediate sales in all local markets in mainland China. The phone is based on Spreadtrum Communications, Inc. (hereinafter referred to as “Spreadtrum”, Nasdaq: SPRD) TD-SCDMA solution, and supports China Mobile OPhone OS smart phone operating system.
Spreadtrum and Lenovo Mobile, in a highly collaborative technical partnership, jointly developed Lenovo O1. This new handset runs on the China Mobile led developed Intelligent Terminal software platform – the OPhone platform. Lenovo 01 uses Spreadtrum’s TD-SCDMA/HSDPA / GSM / GPRS / EDGE baseband chip SC8800S and radio frequency (“RF”) chip QS3200. It is currently the first 3G OPhone-based smart phone that supports TD-SCDMA, combining China Mobile’s integrated applications, openness, comprehensive entertainment, business applications and other major features for the mobile Internet. Lenovo O1 is a leading example of successful partnerships among key corporations targeting China’s TD-SCDMA market.
As the world’s first TD-SCDMA OPhone-based smart phone, Lenovo O1 adopted Spreadtrum TD-SCDMA chip technology to support GSM / GPRS / EDGE / HSDPAand meets the demand for convergence of video, interactive e-mail and web browsing among others. The introduction of TD-SCDMA OPhone-based smart phones, represented by Lenovo O1, should greatly push forward the development cycle for China’s TD-SCDMA devices.
Regarding Lenovo O1, Spreadtrum President and CEO, Dr. Leo Li said: “The newly introduced Lenovo O1 is an integration of advanced technology and in-depth research work and an outstanding achievement of the intensive cooperation between Lenovo Mobile and China Mobile. Spreadtrum provides highly integrated TD-SCDMA/HSDPA/GSM/GPRS/EDGE baseband chips SC8800S and RF chip QS3200, which fully meets the functional and business needs of the operators, while effectively reducing product development and manufacturing costs. Leveraging Lenovo Mobile’s excellent technology platform, O1 products possess an outstanding industrial design with an attractive look and feel at a far smaller thickness than other current available smart phone products. We believe that Lenovo O1 has undoubtedly opened the highly potential Chinese 3G market for future and further developments. The personalization and openness features of OPhone will set the standards for mainstream development of future mobile phones.”
Lenovo Mobile president and CEO Yan Lv, said: “We are very happy to work with Spreadtrum. Lenovo O1 is the result of complete independent research and development by Chinese companies. Spreadtrum provides Lenovo O1 a very competitive TD-SCDMA solution in both baseband and RF, with highly integrated features at an outstanding cost structure. Additionally, the localized services of Spreadtrum team greatly shortened the time for Lenovo O1 to enter the market. Leveraging Lenovo Mobile’s core business product development and methodology, O1 seamlessly integrates features of PC and cell phone. Its introduction will propel the China Telecommunication Industry towards the new 3G mobile Internet era. We also believe that, fully utilizing the 3G wireless Internet network, Lenovo O1, after its entrance into the market, will deliver enhanced mobile Internet user experience to end consumers.”
About OPhone OS:
OPhone OS uses Linux as its system kernel and Google Android as its reference. It is compatible with Google Android platform, integrating flexible and efficient Java application framework. OpenGL ES, SGL and other advanced 3D/2D graphics processing system has been applied in its design, as well as powerful multimedia systems based on PacketVideo’s and the open-source Webkit browser engine. OPhone OS fully draws on good user experience of mainstream operating system, providing a complete set of telephony solutions and a variety of mobile data operation solutions.
About Lenovo Mobile:
Lenovo Mobile Communication Technology Ltd. (hereafter referred to as “Lenovo Mobile”), established in 2002, is a well known player in the Chinese mobile phone industry that specializes in the R&D, production and marketing of mobile phones. Lenovo Mobile is dedicated to provide “Stylish, Simple Innovative & High Quality” products value-added service which will satisfy the personalized needs and enhance the joy of mobile communication. Relying on its independent R&D and powerful sales channels, Lenovo Mobile has become a fundamental influence in the Chinese handset industry. For more information, please visit www.lenovomobile.com
Blurring lines between smartphones and feature phones: the Muve Music Phone case from Cricket Communications
Related information: Continued Toshiba-SanDisk dominance for flash memories [Feb 26, 2012]
slotMusic and slotRadio has been, like you said, some of that we did in the content area, we don’t continue these products anymore. … However, we did take these security capabilities of using DRM for securing the content into some more interesting applications that we’ve had. One of them, we presented last year. It’s the Muve Music card that Cricket is offering to their subscribers. So it’s based on the very same technology. And actually, it takes the content, that they bring into [indiscernible] this package and they sell to their customers a package of data, voice and content combined. So the technology is coming from us, the content is bought by them.
CTIA December Wireless at Work: Music on the Go [Nov 22, 2011]
Muve Music is the first music service designed specifically for the mobile phone. For your regular monthly phone bill which includes unlimited talk, text and web you get unlimited music dowloads with Muve Music. Music is available from all four of the major record labels [Universal Music Group, Warner Music Group, Sony Music Entertainment and EMI Music] in the world and accounts for millions of songs.
Our customers download about four hundred songs a month. They listen to their device with Muve Music for about two-and-a-half to three hours a day. Included in this are unlimited ringtones and ring back tones which are very very popular with our customers. We’ve got about two hundred thousand customers rigth now of Muve Music and again it’s part of your regular monthly rate plan from Cricket.
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With Nokia Lumia introductions we got free Nokia Music and MixRadio as the key feature. Now two ZTE phones are available as well at rock bottom prices of $50 and $70 with an unlimited Muve Music service plan at $45 and $55 per month from Cricket Communications (U.S.).
See: Introducing the newest Muve Music phone – The ZTE Chorus [Dec 1, 2011].
Feature phone:Cricket ZTE [D930] Chorus™ |
Android smartphone:Cricket ZTE [X500] Score™ M.S.R.P. $129.99 see also:
|
|
| Muve Music service: (description of the service is below and also after the press releases, under the “Cricket’s Muve Music introduction” heading) |
Yes, $55 per month ($45 per month in Best Buy [?and Amazon?]) • Dedicated Muve Music key • Only Muve Music device with a premium audio experience (SRS WOW-HD) |
Yes, $65 per month ($55 per month in Best Buy and Amazon) • Access to Millions of songs to download to your phone • My DJ creates a personalized playlist • Unlimited ringtones and ringback tones |
| Other software features: | • Mobile Web, MyBackup • MyAccount, Cricket Storefront and 3 customizable idlescreens |
• Access to over 200,000 apps on the Android market • Google Maps and Navigator • Email, MyAccount, Cricket411, and much more |
| Processor: | 600MHz dual ARM processor [MSM7627] | Qualcomm MSM7627 chip [ARMv6: ARM1136EJ-S] 600MHz Dual ARM Processor [the second core is a 400MHz ARM926EJ-S processor dedicated to modem duties, there is an additional DSP and an Adreno 200 GPU as well] |
| Technology: | 1xRTT / EVDOrA [3G] | 1xRTT / EVDO rA [3G] Cell/PCS/AWS |
| Wi-Fi: | No | 802.11 b/g |
| Bluetooth: | 2.1 + EDR | 2.1 + EDR |
| Memory: | 512 x 256 MByte (SD up to 32 GB) | 512 x 512 MByte (Supports up to 32 GB microSD card) |
| Touch screen user interface: | 3.2” WQVGA [420×240] TFT 262K colors Resistive Touch | 3.5” |
| OS Platform: | Linux based OS optimized for easy personalization [Android 2.3 deprived of Android accounts and applications assistance] | Android 2.3.4 Gingerbread OS |
| Camera: | 2 MP Camera Fixed Focus | 3.2 MP Camera Fixed Focus |
| Camcorder: | MPEG4 (15fps QVGA [320×240]) | MPEG4 (15fps QVGA [320×240]) |
| Speaker Type: | Stereo – audio codec – SRS Surround Sound certificate | Stereo – audio codec – SRS Surround Sound certificate |
| Music: | Standard 3.5mm headset | Standard 3.5mm headset |
| TTY / TTD : | Yes | Yes |
| HAC: | Compliance (M4/T3) | Compliance (M4/T3) |
| Connectivity: | Standard micro USB charging | Standard micro USB charging |
| Accelerometer: | Yes (full video view) | Yes |
| GPS: | GPS, aGPS, sGPS | GPS, aGPS, sGPS |
| Battery: | Li-ion 1000 mAh (Talk: 250 mins. Standby: 200 Hrs) | Li-ion 1200 mAh (Talk: 240 mins. Standby: 250 Hrs) |
| In-Box Contents: | •ZTE Chorus™ Phone •Li-ion Battery •4 GB SanDisk® Muve capable Memory Card (3GB for MUVE Music) •Travel Charger/USB cable •Quick Start Guide •Enhancement Guide •Quick Reference Manual •Muve Music User Guide |
•ZTE Score™ Phone •Li-ion Battery •4 GB SanDisk® Muve capable Memory Card (3GB for MUVE Music) •Travel Adapter/Data Cable •Quick Start Guide •Enhancement Guide •Quick Reference Manual •Muve Music User Guide |
Muve Music from Cricket Commercial on Cricket Samsung Suede feature phone [Leap Wireless – Cricket Commercial, Sept 19, 2011]
Cricket Introduces First Wireless Rate Plan with Unlimited Music Included [Dec 20, 2010]
The Muve Music service also includes a new technology solution from SanDisk that’s a key part of the service. Muve Music content is downloaded DRM-free over the air to the phone. It is stored and protected on a special flash memory card. This alleviates the need for any cumbersome digital rights management (DRM) scheme and results in a greatly improved user experience, better handset performance and longer battery life.
Muve Music demo on Cricket Samsung Vitality Android smartphone [Oct 19, 2011]
More introductory information is after the press releases, under the “Cricket’s Muve Music introduction” heading.
The complete value proposition site [from Dec 20, 2010 on, excerpted on Dec 2, 2011 corresponding to Muve Music v2.4]:
Mobile Music | Unlimited Music Downloads | Muve Music | Cricket Wireless
Muve Music Features
Get Music
This is where all the music is. We’re talking millions of songs, ringtones and ringback tones ready for you to seatrch, explore and download. [For the first time anywhere in the U.S. – see the below service announcement.]
My Music
Once you’ve downloaded the music you love, My Music automatically organizes it for you. Listen to songs, create playlists, cut ringtones amd manage your music experience.
Get Social
Get Social is all about connecting with friends and other Muve Music users. You can check out their music collections, download their songs and share what’s on your phone too.
My DJ
This is where you’ll discover new music. My DJ creates playlists for you and sends them to your phone. It does all the work, while you just enjoy the new music.
Shazam™
Hear it. Like it. Identify it. Download it.
Ever hear a song somewhere that you didn’t know but liked?
Press Shazam™ to identify the title and artist instantly. Then download the song with the touch of a button.Android™-powered
Move Music + Android™ power
– The best selling smartphone OS in the world*
– Access over 250K apps in the Android Marketplace
– Navigate with built-in GPS & Google Maps
– Stay social with Facebook & Twitter
– Only Cricket puts Android and Muve Music together* Canalys, Google’s Android becomes the world’s leading smart phone platform, (31 January 2011)
Muve Music Phones
Browse Artists
Select from the menu above to browse through the artists available on Muve Music.
Top 5 Ways Muve Music Releases You
Wouldn’t It Be Amazing If…
…#1 I didn’t have to carry a phone and an .mp3 player
With Muve Music from Cricket, your phone and your music are one. So you can download millions of songs directly to your phone from anywhere. No computers. No cords. No syncing.
…#2 I didn’t have to pay for phone service and song purchases
With Muve Music, you get unlimited song downloads, plus nationwide talk, text & web. No paying extra fees for music and no contracts required.
…#3 I could create my own ringtones and ringback tones
You got it. Muve Music gives you the ability to create your very own ringtone and ringback tones. Just download, create and assign to your contacts. It’s that easy.
…#4 I had new music sent automatically to my phone each and every day
Awake every morning to new music from Muve Music. My DJ creates playlists for you and sends them right to your phone. It does all the work, while you just enjoy the new music.
…#5 I could share my love of music with all my friends
Muve Music can be freely shared with other Muve Music users. See what they’re listening to, download their favorite songs, view their ringtones and more. Talk about being social!
Below there is more information, mainly from press releases:
Leap Reports Third Quarter Results [Oct 31, 2011]
…
– ARPU Increases by More Than $4.00 Year-Over-Year, Primarily Due to Smartphone Customers
…… said Doug Hutcheson, Leap’s president and chief executive officer. “… ARPU increased to $41.25, reflecting the adoption of smartphones and Muve Music™ devices and related service plans by a third of our voice customers. We continue to pursue initiatives to build on this customer growth, including efforts to increase our distribution presence, enhance our already-compelling device line-up, improve customer awareness through a new nationwide marketing campaign and expand awareness and distribution of our successful Muve Music offering. We are pleased with our progress and believe we have attractive service plans and devices as we move into our stronger selling seasons.”
…
- Nearly 50 percent of the Company’s new handset sales in the third quarter of 2011 were for smartphones and Muve Music devices and approximately 10 percent of the Company’s customer base upgraded their handsets during the quarter, typically to better devices coupled with higher-ARPU service plans.
…
Capital Expenditures
- Capital expenditures during the third quarter of 2011 were $103.1 million.
- Total capital expenditures for 2011 are expected to be between $425 million and $475 million, primarily to support the ongoing maintenance, development and growth of the Company’s network in its operating markets and the initial deployment of LTE network technology.
- Annual capital expenditures for 2012 to support the ongoing maintenance and development of the Company’s network and other business assets are expected to be in the mid-teens as a percentage of annual service revenues.
- The Company currently plans to deploy LTE across approximately two-thirds of its current network footprint over the next two to three years, with a commercial trial market scheduled to be launched in late 2011. The Company plans to cover approximately 25 million POPs with LTE network technology in 2012. Aggregate capital expenditures for LTE deployment are expected to be less than $10 per covered POP, excluding capitalized interest. Approximately half of the estimated capital expenditures for LTE deployment are included in the amounts estimated to be necessary to support the ongoing maintenance and development of the Company’s network. The actual amount the Company spends to deploy LTE will depend upon multiple factors, including the scope and pace of the Company’s deployment activities.
…
Other Quarterly Highlights
- Announced a major retail expansion that will result in Cricket products and services being available to consumers nationwide. By mid-November, Cricket’s innovative products and services are expected to be launched in key major retailers including Best Buy, select Walmart locations, Dollar General and through one of America’s most popular interactive multi-channel retailers, the Home Shopping Network.
- Introduced Muve Music, new, nationwide all-inclusive service plans and new Android handsets, including the introduction of the Samsung Vitality and the ZTE Score into more than 1,300 Best Buy and Best Buy Mobile specialty stores nationwide. These new products enable Cricket to bring its industry-leading value proposition to an expanded nationwide audience.
- Surpassed the 200,000 customer threshold for Muve Music in early September, a doubling of its subscriber base in less than 60 days. In addition, the Company recently gained its 250,000th Muve Music customer.
- Announced Muve First™ and Muve Headliner™, two new monthly music programs exclusively for Muve Music customers. Muve First offers subscribers exclusive content before any other digital music service. Muve Headliner is a monthly program that features A-list artists and provides Muve Music users with exclusive and featured music.
- Launched the Huawei Ascend II, the successor to Cricket’s highly-successful deployment of its first low-cost Android device, the Ascend, which was launched in October 2010.
- Introduced two feature-phones, the Samsung Comment and the Kyocera Luno.
…
About Leap
Leap provides innovative, high-value wireless services to a young and ethnically diverse customer base. With the value of unlimited wireless services as the foundation of its business, Leap pioneered its Cricket service. Cricket products and services are available nationwide through company-owned stores, dealers, national retailers and at MyCricket.com. Through its affordable, flat-rate service plans, Cricket offers customers a choice of unlimited voice, text, data and mobile Web services. Headquartered in San Diego, Calif., Leap is traded on the NASDAQ Global Select Market under the ticker symbol “LEAP.” For more information, please visit www.leapwireless.com.
Cricket’s Muve Music Debuts Nationwide on Amazon.com [Nov 21, 2011]
Amazon.com customers now have the opportunity to order Muve Music on either the Samsung Vitality or the ZTE Score Android phones. In addition to the Vitality and the Score, the Huawei Pillar [intro at $69.99: Sept 22, 2011] feature phone is available now and will soon be joined by other Cricket feature phones including the ZTE Chorus, Kyocera Domino [intro at $99.99: Jul 20, 2010] and the Samsung Chrono [intro at $39.99: June 10, 2011].
[only the ZTE Chorus feature phone is a Cricket Muve Music Phone]With the Muve Music Smartphone rate plan, Amazon.com customers will enjoy unlimited song downloads, ringtones, and ringback tones, as well as nationwide calling; unlimited text, picture, video messaging and 3G mobile data; mobile video; data back-up, and 411 assistance all for just $55 per month. The feature phones will be available on the recently announced Cricket PAYGo service plans at $25 and $35 per month. Both plans include unlimited text, picture and video messaging and unlimited mobile web. The $25 plan includes 300 minutes of US calling per month while the $35 plan includes 1,000 minutes of US calling.
Operating on the Android 2.3 Gingerbread platform powered by an 800MHz processor, the fast and affordable Samsung Vitality is easy to use and features Muve Music as well as the Android Market™, Gmail™, Google Maps™ and Google Talk™.
The ZTE Score is a full-featured Android smartphone providing speed and ease of use, making it particularly appealing for those customers looking to upgrade to a device with today’s newest technologies.
Cricket Introduces ZTE Chorus™ with Muve Music [Nov 23, 2011]
The ZTE Chorus™ is ideal for value-conscious consumers looking for a single device to simultaneously manage their mobile and music needs. The bar-style feature phone delivers high functionality with 3G web browsing capabilities and 600 megahertz of processing power while serving as an ideal platform for Cricket’s innovative and unlimited Muve Musicservice. The ZTE Chorus incorporates SRS WOW HD technology for advanced audio playback quality and a dynamic 3D entertainment experience with a deep, rich bass and high-frequency clarity. Users can customize their sound preferences with SRS sound settings that complement popular music styles including acoustic, blues, hip hop, pop and rock.
The ZTE Chorus provides a robust multimedia experience with its vibrant 3.2-inch WQVGA TFT display with resistive touch screen, 2.0MP camera/camcorder, music and video players, stereo Bluetooth™, and speech recognition capabilities. XT9 Trace technology and a virtual keypad provide a convenient messaging experience with fast and easy text entry. In addition to Muve Music, the ZTE Chorus comes preloaded with Mobile Web, MyBackup, MyAccount, Cricket Storefront and three customizable idlescreens.
…
The ZTE Chorus, with an MSRP of $119.99, is available for as low as
$39.99[$49.99] for a limited time at www.mycricket.com, Cricket branded retail stores and dealers.With the $55 per month Muve Music planfor the ZTE Chorus, Cricket Wireless customers will enjoy unlimited song downloads, ringtones, and ringback tones, as well as unlimited text, picture, and video messaging, 3G mobile data, mobile video, data back-up, and 411 assistance.
Muve Music is the first unlimited music service to be included as part of a wireless rate plan and now has more than 270,000 customers. By applying its philosophy of unlimited services and value innovation, Cricket and Muve Music have given their customers a new music experience that ranks high in customer satisfaction.
Cricket ZTE Chorus™ FAQ (ZTE USA)
…
Can ZTE Chorus Smart Phone be upgraded from Android 2.2 operating system to Android 2.3?
Currently ZTE Chorus Smart Phone directly uses Android 2.3 operating system. It does not need to upgrade.
…
Comparing to the previous version, what improvements and characteristics does Android 2.3 operating system have?
- Large-scale improvement on the overall performance.
- 3G network sharing;
- Support Flash;
- App2sdfunction;
- Brand new application store;
- Development of more Web application API interfaces.
…
How to add Android account in Chorus Smart Phone?
The Phone doesn’t support this function.
[vs. the Cricket ZTE Score true Android smartphone:
Method 1. When you use the handset for the first time, the handset will prompt the user to enter a g-mail account to bind with the handset.
Method 2. It doesn’t matter if you forget to bind a g-mail account with the handset at the first time, and you can also go to Menu—Settings—Accounts & sync to select “Add account”.
X500 Smart Phone doesn’t support g-mail account binding because it has no GMS application. ]How to install the applications to my Android handset?
You can’t connect to the PC to install the applications through 91 handset assistant because there is no built-in driver in the phone. You can download APK application alone into the SD card in advance, insert the SD card into the phone, and install apk application in Myfiles on the desktop.
[vs. the Cricket ZTE Score true Android smartphone:
Please use 91 handset assistant for Android newly published on the 91 handset website. ]
…
Does Android belong to Linux operation [sic] system?
Strictly speaking, Android doesn’t belong to Linux operation system and it runs based on Linux2.6. kernel. The levels of Android system can be described like this, the bottom is Linux, the middle is java virtual machine called Dalvik, and the top is Android running time library. The applications in Android system are the Java applications running on Dalvik, but Dalvik is running in Linux. Therefore, it can be said that Android is the operating system that runs on the Linux operating system, and Android itself is not any version of Linux.
What is “Android Market”?
The new Android Marketis described as an “open content distribution system”, which can help Android handset end-users search, purchase, download and install all kinds of contents. Unlike the platform of Microsoft and Apple, Android Market can provide users with diversified contents, including the contents from every large media company and the programs from amateur developers.
…
Cricket to Introduce Unique New Nationwide Cricket Products Into Best Buy and Best Buy Mobile Locations Nationwide [Sept 22, 2011]
…
The recently launched Samsung Vitality smartphone will be available for $199.99 (MSRP). In addition, Muve Music will be available on the newly-launched ZTE Score smartphone for $129.99 (MSRP). A new Muve Music feature phone will also be introduced in Best Buy, the ZTE Chorus, which will be available later this year at $99.99 (MSRP).
[It has been introduced 2 month later at $119.99 but for a limited time (as an introductory promotion) it is available for $39.99 only (so after that $99.99 could be well established).]With the Muve Music Smartphone rate plan, Best Buy customers will enjoy unlimited song downloads, ringtones, and ringback tones, as well as nationwide calling; unlimited text, picture, video messaging and 3G mobile data; mobile video; data back-up, and 411 assistance all for just $55 per month. The Muve Music feature phone rate plan in Best Buy will be available for $45 per month.
In addition, Cricket is introducing two additional standard feature phones at Best Buy, the Huawei Pillar ($69.99 MSRP) and the Samsung Chrono($39.99 MSRP). The Pillar features a QWERTY keyboard for fast and easy text and picture messaging. Customers can enjoy easy talk and test with one simple flip with the Samsung Chrono.
Both feature phones will be available on two new Cricket PAYGo service plans at $25 and $35 per month. Both plans include unlimited text, picture and video messaging and unlimited mobile web. The $25 plan includes 300 minutes of US calling per month while the $35 plan includes 1,000 minutes of US calling.
Cricket Announces Upcoming Launch of Muve Music on the Android™ Platform [Sept 8, 2011]
Optimized for a superior music experience, the Samsung Vitality is Cricket’s first Muve Music enabled Android smartphone. Operating on the Android 2.3 Gingerbread platform powered by an 800MHz processor, the fast and affordable Samsung Vitality is easy to use and features Muve Music as well as the Android Market™, Gmail™, Google Maps™ and Google Talk™. The Samsung Vitality comes preloaded with a special Muve Music 4GB SanDisk flash memory card, which holds up to 3,000 songs and has 1GB set aside for other multimedia content such as photos and videos. An 8GB Muve Music memory card will be available for purchase and holds up to 6,000 songs from the Muve Music service.
Other key features include:
- Real web browsing at 3G speeds
- 3.5″ HVGA Touchscreen display
- 3.2MP camera/camcorder
- Stereo Bluetooth wireless technology
- Wi-Fi®
- Access to more than 250,000 apps through the Android Market™
- Social networking capabilities
- Email applications for both consumer and business email
- Voice search
With the Muve Music Smartphone plan, Cricket Wireless customers will enjoy unlimited song downloads, ringtones, and ringback tones, as well as unlimited nationwide calling, text, picture, and video messaging, 3G mobile data, mobile video, data back-up, and 411 assistance all for just $65 per month.
…
Muve Music will be available next week at Cricket company-owned stores and at www.mycricket.com, as well as through select partner retail outlets. The Cricket Muve Music wireless unlimited plan is $65 per month on the Samsung Vitality and $55 per month on the Samsung Suede. The Samsung Vitality has an M.S.R.P of $219.99, but will be available with a $20 instant rebate. The Samsung Suede has an M.S.R.P. of $199.99, but prices may vary by market and by promotional programs.
Cricket Introduces ZTE Score Android™ Smartphone [Sept 22, 2011]
~ First ZTE Smartphone Launched by Cricket ~
Cricket is the first carrier to launch the ZTE Score, which will be available beginning Sunday, September 25 in Best Buy and Best Buy Mobile locations across the United States and will soon be available through Cricket stores and dealers.
The ZTE Score is a full-featured Android smartphone providing speed and ease of use, making it particularly appealing for those customers looking to upgrade to a device with today’s newest technologies. The phone is based on Android 2.3 (Gingerbread) comes with 600 MHz of processing speed and features a 3.5″ HVGA capacitive touch display, accelerometer and virtual qwerty keypad, 3.2MP camera/camcorder, WiFi capable, 3G real web browsing and XT9 Trace for easy text entry. The ZTE Score also includes the new and innovative Muve Music service, and it also offers access to more than 200,000 apps on the Android market, Google Maps and Navigator, Email, MyAccount, Cricket411, and much more. The smartphone will be available for $129.99 (MSRP).
With the Muve Music smartphone plan, Cricket Wireless customers will enjoy unlimited song downloads, ringtones, and ringback tones, as well as unlimited text, picture, and video messaging, 3G mobile data, mobile video, data back-up, and 411 assistance.
Cricket’s Muve Music introduction
The Muve Music datasheet at the announcement [Dec 19, 2010]
Muve Music is like no other mobile music service. It was designed exclusively for the mobile phone. With Cricket’s Muve Music rate plan, there are no download fees, no monthly music subscriptions, no streaming music that impacts customers’ data and no contracts or credit cards are required.
Muve Music was created by Cricket in collaboration with the four major record labels: Universal Music Group, Sony Music Entertainment, Warner Music Group, and EMI Music, and technology partners Samsung Mobile and SanDisk. Muve Music will launch with a robust catalog of music content from each of the four labels.
Muve Music, the first wireless rate plan with unlimited music. For just $55 per month Muve Music customers get:
• Unlimited nationwide calling
• Unlimited nationwide text, picture & video messaging
• Unlimited global text messaging
• Unlimited 3G mobile Web
• Unlimited email
• Unlimited data back up
• Unlimited video
PLUS
• Unlimited full track downloads
• Unlimited ringtones
• Unlimited ringback tonesMuve Music will be available in January 2011 on the Samsung Suede™ (SCH-r710). It features a dedicated music button, prominently displayed on the front of the device that takes customers to the Muve Music experience with one touch. Other highlights include:
- high-end 3G multi-media device
- full 3-inch touchscreen display
- HTML web browser
- virtual QWERTY keyboard
- easy-to-navigate user interface
- 4GB SanDisk flash memory card included
- $199 M.S.R.P.
The cadence of nationwide introduction:
– Cricket Launches Muve Music in Las Vegas [Jan 20, 2011]
– Cricket Expands Availability of Muve Music to 13 New Markets Nationwide [Feb 14, 2011]
– Cricket Launches Muve Music Unlimited Wireless Rate Plan in New Markets [March 31, 2011]: “… With the addition of these new markets, Muve Music will be available in 26 Cricket markets across the country.”
– Cricket Passes Three-Quarter Mark in Launching its Muve Music Unlimited Wireless Rate Plan in New Markets across United States [April 12, 2011]: “… With the addition of these new markets, Muve Music is now available in 48 Cricket markets across the country.”
– Cricket Turns up the Volume: Muve Music Now Available in All Cricket Markets [May 2, 2011]
– Cricket’s Muve Music Hits a High Note; Surpasses 100,000 Customer Mark in Five Short Months [July 7, 2011]
Cricket Introduces First Wireless Rate Plan with Unlimited Music Included
~ Innovative, New Digital Music Service Muve Music™ will Debut
at the 2011 Consumer Electronics Show in Las VegasSAN DIEGO – December 20, 2010 – Cricket Communications Inc., a leading provider of innovative and value-driven wireless services and a wholly owned subsidiary of Leap Wireless International, Inc. (NASDAQ:LEAP), today announcedit is the first U.S. wireless carrier to offer consumers unlimited music as part of a new wireless rate plan. This product offering features an innovative new digital music service called Muve Music. It is the first music experience designed specifically for the mobile phone.
“Cricket was the first to introduce an unlimited wireless rate plan and now we are the first to introduce a new unlimited wireless rate plan that includes unlimited music. With Muve Music, Cricket is bringing together the best of wireless and music in a way no one has ever done before,” said Doug Hutcheson, president and chief executive officer of Cricket Communications. “Our recent experience with smartphones has shown us that the right products offered at the right price will be successful with value-oriented customers. We are excited and confident that Muve Music will provide a superior mobile experience for customers who want to create a personal music experience without being tethered to a computer. The result of our collaboration with the music industry during the past two years allows unlimited music downloads, ringtones and ringback tones to be included in a wireless service for a flat monthly rate. We believe the high quality Muve Music experience is the right product at the right time for value oriented customers.”
“Muve Music from Cricket is a game changer for everyone,” said Ben Bajarin, director of Consumer Technology Practice at Creative Strategies. “By tightly integrating the music service into the handset and the billing plan everyone in the value chain benefits and consumers have a complete music service where the phone is the hub not the PC.”
The Muve Music Rate Plan
For just $55 per month, Muve Music customers will get the following features on Cricket’s nationwide 3G network:
- Unlimited nationwide calling
- Unlimited nationwide text, picture & video messaging
- Unlimited global text messaging
- Unlimited 3G mobile Web
- Unlimited email
- Unlimited data back up
- Unlimited video
And for the first time anywhere in the U.S.
- Unlimited full track downloads
- Unlimited ringtones
- Unlimited ringback tones
With Cricket’s Muve Music rate plan, there are no download fees and no monthly music subscriptions. Customers’ data plans will not be impacted by streaming music over the wireless network and customers won’t be required to use a credit card to purchase music. Unlimited Muve Music is included in the flat rate monthly wireless service plan.
Introducing the Muve Music Service Experience
Two years ago Cricket, in collaboration with key music industry and technology partners, began to create new IP and design a new music experience to meet the needs of customers for whom the phone, not their computer, is the center of their digital life. Muve Music brings the functionality that resides on many online digital music services to the palm of the customer’s hand. The service also delivers innovative new features and functionality that only a wireless network and true mobile offering can provide. With Cricket’s new service there are no cables, no drivers, no synching and no complexity. Everything happens over Cricket’s nationwide 3G network to deliver a robust music experience to music lovers on the go.
Muve Music will have a robust catalog of music content which includes the four major record labels: Universal Music Group, Warner Music Group, Sony Music Entertainment and EMI Music. This groundbreaking new music service and business model was brought about through a unique collaboration, led by Cricket, between the music industry labels, as well as technology partners Samsung Mobile and SanDisk.
“When we first began working with Cricket to model this new service, we quickly realized what a great opportunity it was to develop the first-ever US unlimited music service that comes bundled with a mobile voice, text, and web plan and is fully integrated into the phone itself,” stated David Ring, executive vice president of business development and business affairs for Universal Music Group, eLabs. “There has been nothing like this product or business model ever attempted in this country.”
“Cricket has developed a very compelling experience for their customers which is extremely well integrated into the device and wireless service plan through a new business model that establishes a great approach to partnership in the mobile music space,” said Michael Nash, executive vice president, digital strategy and business development, Warner Music Group. “We’re thrilled to work with their talented team and hope their innovative Muve Music service proves to be influential as we continue to work with the wireless industry to transform the way consumers experience music on mobile phones.”
“Muve Music is a first-of-its-kind solution for US consumers,” said Thomas Hesse, president, global digital business, U.S. sales and corporate strategy, Sony Music Entertainment. “The inclusion of a premium digital music service in the wireless plan is an exciting new opportunity to expand the market for commercial digital music.”
“Muve Music is a truly new kind of mobile music experience, and we’re excited about its potential to connect fans to the artists they love in a unique and innovative way,” said Mark Piibe, executive vice president of global business development, EMI Music.
The Samsung Suede Debuts as the First Muve Music Phone
At launch, Muve Music will be available on the Samsung Suede™ (SCH-r710), marking the unique integration of an innovative new music service and a phone from a leading global handset manufacturer. The Suede is a high-end 3G multi-media devicewith a full 3-inch touchscreen display, HTML web browser, virtual QWERTY keyboard and an easy-to-navigate user interface. Most notably, it features a dedicated music button, prominently displayed on the front of the device, that takes customers to the Muve Music experience with one touch.
The Muve Music service also includes a new technology solution from SanDisk that’s a key part of the service. Muve Music content is downloaded DRM-free over the air to the phone. It is stored and protected on a special flash memory card. This alleviates the need for any cumbersome digital rights management (DRM) scheme and results in a greatly improved user experience, better handset performance and longer battery life.
Muve Music: Meeting the Customers’ Needs
Muve Music is Cricket’s latest innovation. It had its genesis in 2007 when the Company observed interesting customer behavior surrounding its newly launched basic ringback tone service. Within a few quarters of launch, Cricket was generating more revenue for the music industry from ringback tones than most U.S. wireless carriers even though Cricket had a much smaller customer base. Continued analysis led the Company to conclude that Cricket’s customers loved music but they were not having a good music experiencethus prompting the development of Muve Music to provide customers with a way to get the music they love on their wireless phones through a flat-rate plan served by a network they can rely upon.
See Muve Music at CES
Muve Music and the Samsung Suede will debut at the Consumer Electronics Show (CES) in Las Vegas, January 6-10, 2011 and can been seen at South Hall 4, upper level, Room S210 at the Las Vegas Convention Center. The service will be available in January 2011, at select Cricket company-owned stores and at http://www.mycricket.com, as well as through select partner retail outlets. The Cricket Muve Music wireless unlimited plan is $55 per month. The Samsung Suede has an M.S.R.P. of $199.
For more information about Muve Music visit http://www.muvemusic.com and for Cricket’s dynamic device lineup, please visit http://www.mycricket.com.
About Cricket
Cricket is the pioneer of simple and affordable unlimited wireless services with no long-term commitments or credit checks required serving more than 5 million customers in 35 states and the District of Columbia. Cricket offers wireless voice and broadband Internet services over the latest technology, high-quality, all-digital 3G CDMA2000 1X and 1xEV-DO wireless network. Cricket’s nationwide wireless voice service plans include unlimited anytime minutes, unlimited U.S. long distance, unlimited text and picture messaging, unlimited text to Mexico, unlimited Mobile Web, unlimited directory assistance, as well as a variety of calling features and feature-rich mobile applications such as popular games, ringtones and wallpapers. Cricket Broadband provides unlimited Internet access anywhere within Cricket’s coverage areas at speeds comparable to DSL. For more information on Cricket, visit http://www.mycricket.com. Cricket is offered by Leap Wireless International, Inc., headquartered in San Diego, Calif. For more information on Leap, visit www.leapwireless.com.
Web apps for the open web from Mozilla
Mozilla releasing new version of Firefox for Android [Nov 22, 2011]
The new version is strategically important for Mozilla for multiple reasons. First, smartphones and tablets are at the center of a mobile-first transformation of the computing industry, and Firefox isn’t preinstalled anywhere right now. Second, with Firefox shut out on Apple’s iOS and Microsoft’s Windows Phone, Android is effectively the only route for Mozilla to bring its browser to the mobile market.
Last, Mozilla’s objective–to ensure an open Web–relies on Firefox. Right now, Apple and Google browsers based on the open-source WebKit project dominate mobile browsing.
Release manager Christian Legnitto announced the move Friday. Initially the new version was geared just for phones, but Mozilla expanded it to tablets, too, after concluding it couldn’t offer separate versions.
Firefox for personal computers, and many of the add-ons that helped make the browser popular by making it more customizable, use an interface called XUL (XML User Interface Language). But because the XUL-based version of Firefox took so long to start up on Android and isn’t as responsive, Mozilla instead embraced Andoid’s built-in technology.
Mozilla releases roadmap for Boot to Gecko project [thinq, Nov 7, 2011]
Mozilla is continuing its assault on the operating system, releasing an updated roadmap for its Boot to Gecko (B2G) project that sees its developers using the mobile platform as their primary phone device by the end of the year.
Mozilla’s Boot to Gecko project first appeared back in July, when researcher Andreas Gal posted a message to the mozilla.dev.platform Usenet group asking for volunteers to help develop a new mobile platformthat brings the concept of the open web to smartphones as well as the desktop.
“We propose a project we’re calling ‘Boot to Gecko’ (B2G) to pursue the goal of building a complete, standalone operating system for the open web. We will do this work in the open, we will release the source in real-time, we will take all successful additions to an appropriate standards group, and we will track changes that come out of that process. We aren’t trying to have these native-grade apps just run on Firefox,” Gal claimed at the time, “we’re trying to have them run on the web.”
As well as a standalone platform, Gal explained that initial versions of the software would operate as a “low-level substrate for an Android-compatible device,” allowing tablets and smartphones based on Google’s popular mobile platform to boot into B2G as well.
The B2G project stands as an apparent answer to the success of Google’s Android and the work the advertising giant has done on the Chrome OS project for so-called ‘Chromebook’ devices. A combination of the two – a smartphone platform and a web app platform – B2G promises to appeal to those looking to offload their processing from a mobile device to the cloud.
In the latest version of the B2G roadmap, Mozilla claims that the first milestone is to get developers using a B2G device as their day-to-day smartphone – a goal it aims to achieve by the end of the year.
The project has a way to go, however: while B2G currently has access to smartphone features including the camera and the ability to make outgoing calls via Android, work has yet to be completed on messaging and full telephony functionality, along with power management, Android contacts integration and screen management.
Once complete, the team is planning to turn its attention to the nicer aspects: support for Bluetooth, USB and Near-Field Communications hardware is planned – although not yet scheduled – while plans to release an open web apps store= much like Google’s own Chrome Store, which lists web apps solely for use with its own browser – and add full Firefox-like functionality to the web browser are scheduled.
Once complete, that work will result in a public demonstration of the project as early as Q1 2012, the team claims, followed by “productisation” in Q2 – at which point the public at large will be given their chance to play with Mozilla’s creation.
The company has a long road ahead, however: Google’s Android is a popular platform, and while B2G promises to maintain compatibility with the system – likely by integrating a dual-boot functionality or using B2G as an overlay on top of the still-running Android OS where possible – it’s likely to struggle to convince non-technical types that it’s worth the effort.
Should the company secure a deal with a major handset manufacturer to ship B2G as standard with a smartphone, however, that could rapidly change.
Full details of the B2G project are available on the official wiki.
B2G/Roadmap [Nov 4, 2011]
This page is edited by brendan, cjones. Please don’t change without permission. DRAFT
[Brendan Eich co-founded mozilla.org and is currently the CTO of Mozilla. He is widely known for his contributions to the evolution of the Web, including inventing JavaScript and spearheading its ongoing standardization and evolution. See also: Mozilla’s Brendan Eich on the Birth of Firefox [Nov 9, 2011].]Milestone 1: Developer Phone Q4 2011
Developers will use B2G as their day-to-day phone.
Gecko
Gecko implements standard and proposed Web APIs.
- Accelerometer
- Geolocation
- Camera
- Visibility
- Messaging: (filed 7/27)
- android backend (ON TRACK, first patch 8/11)
- RIL backend (ON TRACK)
- SMS IndexedDB database (ASSIGNED)
- Telephony: (filed 7/27)
- outgoing calls on android
- RIL backend (ON TRACK)
- mute and speakerphone-toggle through libaudio (ON TRACK, landing estimated 11/15)
- Battery: (filed 8/12)
- android backend (ON TRACK)
- Linux upower backend (ON TRACK)
- sysfs backend (ON TRACK)
- Contacts: (ON TRACK)
- android backend (ON TRACK)
- native IndexedDB backend (ON TRACK)
- Screen/power management: (SCHEDULED)
- Settings: (SCHEDULED)
- Intents/Actions interface (SCHEDULED)
System (Gonk)
Gonk provides the OS kernel and lower-level native-code libraries that Gecko depends on.
- Boot into Gecko-based runtime
- Basic developer tools
- debugger (gdb)
- profiler
User Interface (Gaia)
Gaia is Mozilla’s phone user experience.
- Home screen
- Lock screen
- Dialer
- SMS application
- Basic web browser
- Contacts manager
Integration and testing
Infrastructure to collaborate with partners on source using established tools from Android ecosystem. Test correctness and performance.
- Project Eideticker(performance testing): (ON TRACK, prototype finished)
- Control B2G devices: (ON TRACK)
- git.mozilla.org and gerrit server: (ASSIGNED)
Milestone 2: Product Demo Q1 2012
Gecko
- Open Web Apps and Store (ON TRACK)
- Network status
- Network management
- Vibrator(ON TRACK)
- android backend (ON TRACK)
- sysfs backend (ASSIGNED)
- Lights
- Sensors(ON TRACK)
- proximity and ambient-light sensors (ON TRACK)
- android backend (ON TRACK)
- gonk backend (ASSIGNED)
- Bluetooth(STRETCH)
- USB(STRETCH)
- NFC(STRETCH)
- Completed port to Gonk
- widget backend built on GL context for screen (ON TRACK)
- user-input processing (ON TRACK)
- gonk backend for all device APIs
- audio and video playback
- Developer tools: remote debuggers
- JS
- DOM (STRETCH)
- CSS (STRETCH)
System (Gonk)
- Dalvik removal
- Developer tools
- valgrind
- OpenGL debugger
- OpenGL profiler
profilers
User Interface (Gaia)
- Full-featured web browser
- Settings manager
- Apps store
- eBook reader
- Camera
- Gallery
- Media player
- Distinct look-and-feel
Integration and testing
- Automated correctness testing
Milestone 3: Productization Q2 2012
Gecko
- Update mechanism
- WebRTC
Boot To Gecko (B2G) [A Minute With Brendan, Oct 19, 2011]
Back from JSConf EU and other travels, the minute with team is happy to return with a special episode from Brendan about the new Boot To Gecko (B2G)system. This is targeted to allow users of mobile devices to boot directly to a Gecko based browsing interface and to run web applications. It is really doing some stunning work around the new web APIs and privilege model that all developers should be aware of. Enjoy!
- Mobile discussions (more about Mozilla’s mission)
- Boot to Gecko wiki
- JS APIs for cameras, USB, and possibly Near Field Communication (NFC)
- HP WebOS
- ChromeOS
- Brendan discusses the benefit of coop-atition between webkit and gecko, working together and keeping separate is a good thing.
- Nitobi
Crowd Sourced Full Transcript: http://piratepad.net/amwb-20111019 [Brendan Eich, Oct 19, 2011]
When I last spoke about the whole area of the rise of mobile smartphones and tablets really, and how Mozilla needs to climb the stack, use the Firefox desktop-heavy user-base to grow and make new product offerings, new projects, I did not talk about Boot To Gecko, but it’s, it was latent in what I, I did talk about, because we, we look around the world of mobile devices, and we see different operating systems that are increasingly locked in, vertically in terms of browsers or app models, or, even down to the OS and hardware, and that goes against Mozilla’s mission.
So what we really want is an offering that allows you to use the web to access all those great device APIs, with security, with user, user’s permission, with the principle of least-authority, so that there’s not a big security nightmare. But we do expect that the web languages, JavaScript especially, are capable of doing the high level sequencing and operations that you want, for things like your camera, USB connectivity, even futuristic stuff like Near Field Communication. That can all be just APIs exposed to JavaScript. You shouldn’t have to write native code that’s like Java interfaced on Android, or Objective-C, on, on, or C or C++ on another platform.
And so Boot To Gecko really is trying to make a thin OS layer, using open-source stacks like the linux kernel that’s in Android, or some similar linux kernel, and lib-c, and, you know, the Bluetooth open stack, and other things, to have a completely unencumbered operating system that gets you straight into the web languages as fast as possible. The, the launchers, home-screen, or the front-end of the user experience of the OS will really be realized with web technologies.
And, you know you might think this is similar to webOS, from Palm originally, now HP, and ChromeOS, there’s a lot similar in spirit. I would, I would say there’s some differences strategic for Mozilla and in what users will see there. What we’re trying to provide is not a new big fat JavaScript library or stack, but the web libraries that you find on Github, the ones you’re already using in your front-end development. We want web developers to be right at home, we don’t want to give them yet another, sorta framework. And I think that the webOS has some of that going on, which you know, may or may not be a strike against it, but it’s different from what we intend. We intend to be totally aligned with the grain of the web.
ChromeOS is fully open source, as fully as it can be, I think, more so than Android, at least Android Honeycomb, and that’s, that’s a good thing about it. It’s currently targeting you know notebooks, machines with keyboards, I think it’s, it’s also being brought up on some tablets, I’m not sure where that stands. And maybe even some phones, so the telephony, you know the dialer and the signaling stuff will be there. And not sure how that’ll play out. But ChromeOS is kind of Chrome, and therefore Chromium Webkit, and sort of Google dominated, to be fair. And I, so inspite of the philosophical alignment I feel with ChromeOS, it needs to be something like Android, which is really linux plus some Java stuff, I think Mozilla has to take a shot at something like Boot To Gecko.
We want to keep the Gecko code base relevant, even as it sort of dissolves into the operating system, becomes part of the ambient functionality you find on devices. So we’re looking for interoperation between Webkit and Gecko. We’re not just saying: “one open-source widely-used renderer is enough”. And, of course, as, as I mentioned last time, there’s a lot of, sort of, implicit version forking or vendor specific, you know, bug injection going on with Webkit. This is inevitable with any widely used codebase, it’s not something peculiar to Webkit.
But it, I think it even more raises the temperature on having another rendering engine, ideally open-source, like Gecko, out there, with a lot of users, even in the future where tablets and smartphones dominate the desktop population of devices, of PC’s and Macs.
So, Boot To Gecko is trying to differentiate by bringing web developers all those APIs that are going to take awhile to standardize. The stuff that Phonegap, from Nitobi, does well, we want to bring it as quickly as possible and feed it into the standards body, and, bodies, and iterate on it, and we want to run well on certain, certain devices. Now, this also requires making choices, because you can’t just say this is gonna be something users can download for any old phone. It, it, all the phones are different, you really have to flash into ROM, and you know, to burn, burn a ROM with this code. That’s part of the challenge, because for tablets, you might need some, some extra support that isn’t yet open-source. I mentioned Android Honeycomb.
We’re gonna persevere, and try to get this to be completely open-source, and running on relevant devices. There’s some really sweet hardware out there that we like a lot. We like the Samsung devices, the Galaxy II-S, we went with the Galaxy Tab 10 inch. Getting up on those right now with fully open-source stacks is a little hard. So part of our mission is to overcome that obstacle, and then interface the device APIs in the OS and down in the linux layer directly to the web.
And, so we won’t run equally well on every device, but we will pick devices that we think are likely to be popular, that are well executed hardware, that, you know, can actually give Apple a bit of a run for its money, and try to get something up and demonstratable in a few months.
So, I will be talking about this at least in, in October at a couple of conferences, probably Web 2.0 Expo in New York, and another one. And that, that puts a short fuse on the initial prototyping work for Boot To Gecko, so it’s paramount that we leverage what’s out there as open-source already, and then build on it with the Gecko technology that allows web developers to get at the device APIs. And I’ll have more to say about this as it progresses, but it’ll be exciting, and I, it’ll, I hope be really awesome on certain well designed hardware.
Booting to the Web [Andreas Gal, Director of Research at Mozilla Corporation, Jul 25, 2011]
Mozilla believes that the web can displace proprietary, single-vendor stacks for application development. To make open web technologies a better basis for future applications on mobile and desktop alike, we need to keep pushing the envelope of the web to include — and in places exceed — the capabilities of the competing stacks in question.
We also need a hill to take, in order to scope and focus our efforts. Recently we saw the pdf.js [http://github.com/andreasgal/pdf.js/] project expose small gaps that needed filling in order for “HTML5” to be a superset of PDF. We want to take a bigger step now, and find the gaps that keep web developers from being able to build apps that are — in every way — the equals of native apps built for the iPhone, Android, and WP7.
To that end, we propose a project we’re calling “Boot to Gecko” [http://wiki.mozilla.org/B2G] (B2G) to pursue the goal of building a complete, standalone operating system for the open web. It’s going to require work in a number of areas.
* New web APIs: build prototype APIs for exposing device and OS capabilities to content (Telephony, SMS, Camera, USB, Bluetooth, NFC, etc.)
* Privilege model: making sure that these new capabilities are safely exposed to pages and applications
* Booting: prototype a low-level substrate for an Android-compatible device;
* Applications: choose and port or build apps to prove out and prioritize the power of the system.We will do this work in the open, we will release the source [http://github.com/andreasgal/B2G] in real-time, we will take all successful additions to an appropriate standards group, and we will track changes that come out of that process. We aren’t trying to have these native-grade apps just run on Firefox, we’re trying to have them run on the web.
This project is in its infancy; some pieces of it are only captured in our heads today, others aren’t fully explored. We’re talking about it now because we want expertise from all over Mozilla — and from people who aren’t yet part of Mozilla — to inform and build the project we’re outlining here.
brendan, cjones, gal, shaver
Boot To Gecko misconceptions [Luke Wagner, Sept 16, 2011]
I’m all jazz hands about Boot To Gecko (B2G). I think B2G is really important to the Mozilla mission. Perhaps stemming from the early-and-open nature of B2G, there are some misconceptions about B2G that I’ve seen in articles and forums. I am not closely involved in the project, but I do know enough to identify and correct a few of these misconceptions with the following three B2G facts:
- B2G will not run in kernel mode. To be clear, B2G will run on top of the Linux kernel; Gecko will run as user-mode processes. Furthermore, a crash in Gecko will not take down the entire phone: with Electrolysis (already being used in Firefox Mobile), different apps/sites will run in different processes.
- B2G will (ultimately) not run on top of Android. To bootstrap the project, work is currently being done on top of Android. However, the goal is to incrementally remove each dependency on Android, leaving only drivers and low-level libraries. In particular, this means B2G would not contain the Dalvik Java VM which should significantly improve the patent–encumbered Java situationas well as reduce the number of VMs needed to browse the web from 2 to 1.
- B2G will use Gecko, but it’s not just about Gecko. A clearer name might have been “Boot to Web platform”. Gecko will, of course, be the engine used to prototype new Web APIs but since these are targeted at open standards developed in the open (as opposed to dumped in the open) [referring to a Dart presentation], a possible/desirable outcome is a separate “Boot To Webkit” implementation able to run the same home screen and apps as B2G.
If you are excited, feel free to contribute to the project; it’s just starting and there are many important problems to be solved.
1st search: HTML5 CSS3 Javascript “Windows 8” Chrome Firefox Apple Opera “web apps”
2nd search: “web apps” Mozilla
The State of Mozilla Annual Report – Opportunities [Oct 10, 2011]
…
Improving Web Capabilities
Mozilla has long been at the forefront of making the Web a more capable, rich and compelling platform. We continue this leadership today.
Identity
…
Apps
Apps represent a new, convenient way of interacting with the Internet, but they lack a number of the features that are great about the Web. The Mozilla open app ecosystemwill let users take their apps with them across platforms and devices. It will bridge contact lists and social graphs from different providers across the Web. It will allow users to discover apps in open and flexible ways, just as we discover other content on the Web.
Education
…
Media
…
WebFWD
…
Boot to Gecko
…
The State of Mozilla Annual Report – FAQ [Oct 10, 2011]
FAQ
What are the key projects for Mozilla in the next year? How do you plan to influence the market going forward?
Firefox continues to be a fundamental lever in driving the Web forward and advancing the Mozilla mission. At the same time, the Web is evolving and moving into new areas and so is Mozilla. In addition to delivering Firefox on mobile phones and tablets, we will focus on new projects in the important areas of Apps, Identity, Education, and more.
Do you see a continued need for an independent player like Mozilla, now that competition in the browser market has accelerated?
Absolutely, Mozilla’s public benefit mission and nonprofit nature enables us to advocate for the user and remain committed to keeping the Web open and participatory, rather than focusing on market share or profits. The desktop browser market is innovative and competitive, but no one other than Mozilla is organized solely for the good of the Web as a whole, and we believe that as people become increasingly aware and informed online citizens that more and more people will look for a Web browser, like Firefox, that answers only to them.
What was Mozilla’s total revenue for 2010?
Mozilla’s consolidated reported revenue (Mozilla Foundation and all subsidiaries) for 2010 was $123 million, up approximately 18 percent from 2009.
How does Mozilla generate revenue?
The majority of Mozilla’s revenue is generated from search functionality included in our Firefox product through all major search partners including Google, Bing, Yahoo, Yandex, Amazon, Ebay and others. Mozilla’s reported revenues also include very important individual and corporate donations and grants as well as other forms of income from our investable assets.
What is the status of the organization’s search partnerships?
We currently have partnerships with a number of search providers that differ by market. Our largest contract, with Google, comes up for renewal in November. We have every confidence that search partnerships will remain a solid generator of revenue for Mozilla for the foreseeable future.
Do Mozilla’s partnerships affect its independence?
Our mission and development process are completely unrelated to revenue or revenue generating relationships. Our open development process is governed by Mozilla’s mission and our commitment to improving the Web.
Are you exploring partnership opportunities to diversify your revenue stream?
We currently have several key business partnerships and are actively exploring search partnership opportunities and other potential revenue opportunities. We’ll continue to build great products that help people enjoy the richness of the Internet, and we’re confident that this allows us to identify appropriate sources of revenue.
Prototype of an Open Web App Ecosystem [Mozilla Labs, Oct 19, 2010]
The open Web is a great platform for rich applications. It would be even better if it had additional capabilities to ease discovery, acquisition, installation and use of apps, while also enabling monetization for developers. We designed and built a prototype of a system for open Web apps: Apps built using HTML/CSS/JavaScript that work both on computers and mobile phones, have many of the characteristics that users find compelling about native apps and provide developers with open and flexible distribution options.
Today, we are releasing technical documentationof the proposed system and a developer preview prototype that allows you to install, manage and launch Web apps in any modern desktop or mobile browser (Firefox 3.6 and later, Firefox for mobile, Internet Explorer 8, Chrome 6, Safari 5, Opera 10 and WebKit mobile). This prototype provides a simple mechanism to support paid apps and authentication features to allow apps to log users in upon launch.
The design proposed here provides the following capabilities and enables a new category of what we call “Open Web Apps” — apps that are truly of the Web.
Open Web Apps:
- Are built using HTML, CSS and JavaScript.
- Can be “installed” to a dashboard within your mobile or desktop Web browser, or to your native OS desktop or mobile home screen.
- Work in all modern Web browsers, while enabling each browser to compete on app presentation, organization and management user interfaces.
- Support paid apps by means of an authorization model that uses existing identity systems like OpenID.
- Support portable purchases: An app purchased for one browser works in other browsers, and across multiple desktop and mobile platforms without repurchase.
- Can request access to one or more advanced and/or privacy-sensitive capabilities that they would like access to (like geolocation) which the system will mediate, giving the user the ability to opt-in to them if desired.
- Can be distributed by developers directly to users without any gatekeeper, and distributed through multiple stores, allowing stores to compete on customer service, price, policies, app discoverability, ratings, reviews and other attributes.
- Can receive notifications from the cloud.
- Support deep search across apps: Apps can implement an interface that enables the app container (generally the Web browser) to provide the user with a cross-app search experience that links deeply into any app that can satisfy the search.
Mozilla Labs | Open Web Apps [Oct 19, 2010]
Q: Why is Mozilla building an Open Web App platform?
Web apps are becoming a commonly used class of applications – often directly competing with native apps. Web apps offer similar features to native apps and are available through any modern Web browser (both desktop and mobile) from any place in the world. Yet, Web apps lack certain essential features around the user experience, including installation and launch, app discovery, monetization and some platform features, such as notifications and unified search through installed apps. App experiences are usually a tightly vertically integrated (e.g. iPhone/iTunes) with problems such as an opaque approval processes, lack of choice for developers, platform lock-in, high(er) development cost when going cross-platform, etc. Realizing these gaps and issues, Mozilla decided to build the underlying system to enable Open Web Apps – these apps are fundamentally built upon the Web infrastructure.
Q: Is Mozilla creating an Open Web App store?
At this point in time, Mozilla has no intention to build our own store or distribute apps ourselves. We expect to see app stores develop, which will provide access to both free and paid Open Web Apps. Developers will be able to publish their apps on their own sites and, if they choose to do so, charge for them.
Q: How are Open Web Apps different from add-ons?
Open Web Apps are applications produced on and delivered through the Web. Open Web Apps are complete applications such as office applications, productivity applications, image processing applications, games, etc. Open Web Apps run in any modern Web browser (both on desktop as well as mobile). Add-ons are extensions to your Firefox browser, which provide specific functionality to the browser itself.
Q: How will people discover new apps? Will there be recommended apps?We expect that we will see a whole array of directories and stores being developed to aid in discovery. This will be another area where stores will compete with each other. Further – as you can link into apps – a developer can market an app through the established online marketing channels such as keyword advertising.
Q: Will developers need to submit or create a new app?
All developers have to do to make their apps work in the proposed system is to provide a short manifest (as text document consisting of a few lines of JSON code). There is no submission process – the simple existence of a manifest is enough for the system to understand that the particular URL is an app. If the developer chooses to sell her app, she has to add some boilerplate code for purchase verification. We will provide example code and libraries for this purpose.
Q: Will the apps be localized and available globally?
This is completely up to the developer. An app can be distributed globally in exactly the same way you publish a website today – once the app is available through its URL, anyone around the world can access it. It’s up to the developer to decide if they want to localize, provide special features for certain geographies, etc.
Q: What is important about Mozilla’s proposed Open Web App infrastructure?
Apps are fundamentally of the Web; they live on the Web and you can link into them.
– Apps can be published without limitations (on your own site, in directories, in stores), fostering innovation on the store fronts/directories, remove problems with approval processes, etc.
- The system provides mechanisms for identification and authentication.
– You can easily charge for apps, similarly to experiences you have today on the iPhone or Android devices.- Apps run in any modern Web browser.
– You are not tied to a specific browser, your apps travel with you from browser to browser independent from the underlying OS (e.g. desktop to mobile). For developers, this means that they develop once and can deploy on every device that runs a modern Web browser.
Open Web Apps – An Update [Nov 30, 2010]
There has been a lot of discussion and progress in the month since we announced our proposal for an “Open Web App Ecosystem”, and we wanted to provide a snapshot of our progress and current thinking. This post outlines a new feature, “Application Sync”, as well as several proposed technical changes to Open Web Apps.
Syncing Apps
The way the Web works today, changes made on a site are often transparently visible across all of a user’s devices, changes such as photos posted to Flickr or updates sent to Twitter. Given that many popular sites use server based storage behind an authenticated user account, this “feature” is quite natural for the Web.
Open Web Apps, on the other hand, are more similar to browser bookmarks than they are to photos on Flickr. The set of applications that a user has installed is persistent in a browser’s storage on the client, and is not stored on any central server by default.
A problem in user’s expectations arises here: the more and more the dashboard ends up feeling like a hosted Web application, the more a user will expect to see her stuff wherever she is.
To address this problem, we have included “application synchronization” as a first class feature. The goal of this feature is to allow a user to synchronize their applications between devices and browsers if they choose. We’ve begun prototyping synchronization, and you’re welcome to follow our progresson github.
Refining the Manifest
The application manifest format for Open Web Apps is a specification of JSON encoded meta-data that describes the presentation, launch, and capabilities of an Open Web App. This specification is central to the system we propose, as it will be an important integration point for application developers, browser vendors, and application stores.
Given the central role of the manifest, it has been the focus of a commensurate amount of attention. We have received feedback from standards groups, engineers working on “Installable Web Apps” at other browser vendors, companies and individuals interested in running application stores, application developers, and our own security experts here at Mozilla.
All of this discussion has culminated in a handful of concrete proposed revisions to the manifest format which attempt to build a more secure platform for Web apps that serve all parties involved in the ecosystem. You can learn more about the current proposed changes, and join the discussion, in a separate blog entry dedicated to refining the manifest.
Defining the Application Repository
One key component of Open Web Apps is what we’re calling the Application Repository. This is a client side entity that exposes an API to Web content: applications, stores, and dashboards. Its primary responsibilities are to manage the collection of installed applications and ensure that the user remains in control of them.
One interesting element of the application repository is that it is the piece that we propose be built into browsers as a native component. In the past month we’ve completed a first pass proposal and proof of concept (in the form of browser add-ons) of the API that the application repository will expose. This API can also be provided by a JavaScript library to support browsers that have no special support for Open Web Apps.
You can view the latest versionof this API specification on github, and we’re especially interested in feedback from browser developers on this API. Our hope is that it will be possible to implement this API on browsers across mobile and desktop environments alike.
Upcoming
In the upcoming weeks we hope to complete a first prototype of application sync, and we will have a complete revision of the application manifest ready for further community review. Finally, we should have prototype add-ons complete for multiple browsers available for people to try out.
Our longer term goal is to have an Integration Release of the Open Web Apps concept ready by early next year, which will serve as a blueprint from which we can work with members of the community to help spark a vibrant new ecosystem of rich applications for your browser.
Building the Open Web App Ecosystem [Dec 6, 2011]
Editor’s Note: Today, Mozilla Labs posted an update on the Open Web App Ecosystem project. Included below is an excerpt from this post. You can read the full details from Director of Mozilla Labs, Pascal Finette here.
The Web needs support for the co-existence of multiple Open Web App stores, and to enable users to use applications from these stores in a consistent manner. People buy their shoes, food and music from different stores on the Web today, and we see the same need for diversity and choice with Open Web Apps. We are excited to build a truly free and open market which is the basis for innovation and fundamental to the Web.
We recently launched a project to build the infrastructure for an Open Web App Ecosystem because we want to enable many different stores to exist and work in any modern browser across devices and platforms. The Open Web App Ecosystem will allow app developers to publish apps on their own website under their own terms, and will provide opportunities for individuals and companies to develop innovative services.
Building the Open Web App Ecosystem [Dec 6, 2010]
The Web needs support for the co-existence of multiple Open Web App stores, and to enable users to use applications from these stores in a consistent manner. People buy their shoes, food and music from different stores on the Web today, and we see the same need for diversity and choice with Open Web Apps. We are excited to build a truly free and open market which is the basis for innovation and fundamental to the Web.
We recently launched a project to build the infrastructure for an Open Web App Ecosystembecause we want to enable many different stores to exist and work in any modern browser across devices and platforms. The Open Web App Ecosystem will allow app developers to publish apps on their own website under their own terms, and will provide opportunities for individuals and companies to develop innovative services.
Concretely, the system consists of a machine readable format to describe applications (the manifest), a client side collection of the apps a users has installed (the app repository), a user facing application launcher (the dashboard), as well as the interactions to support commerce (such as proving a user’s ownership of an app).
Progress
Numerous app developers and companies have shared plans to build stores and services (search, recommendations, etc.) based on the Open Web App Ecosystem prototype we released.
On the technical side, we are in the process of finalizing the APIs and the manifest format for developers (read more about the details of this work here).
We are experimenting with new app capabilities such as notifications, app sync and the possibility for apps to exchange data directly if permitted by the user(allowing your email app access to your address book and calendar app for example). We also continue to work on multi-browser specific integrations of the user-facing application launcher (currently referred to as the Dashboard).
What’s next?
Our “integration release” is on track to be available in Q1 2011, and will have a stable manifest format and APIs, and will include initial custom browser support for most popular browsers (via extensions), application sync, and an application dashboard. Additionally we are actively working with developers of apps and stores to help them integrate a presence within the Open Web App Ecosystem into their plans.
Find out more
To stay up to date on the development or get in touch with the team,
- Follow our GitHub account
- Check out our developer preview
- Contact us on irc.mozilla.org #openwebapps
First developer release of Web Apps Project [March 3, 2011]
We are excited to announce the availability of the first milestone release of Mozilla’s Web Application project. Web Apps are applications that run on any device, and can be distributed through any store or directly by the developer. This release contains stable APIs, developer utilities and documentation to help you get a jumpstart on building Web Apps and stores.
Developers can use this release to publish their application to users, or to create a Web App store or directory. Users can review a gallery of user experience ideas and beta-quality versions of Firefox and Chromeadd-ons that integrate the Web App experience more tightly with the browser.
To get started, watch this short video which describes the main features of the release, then head over to our landing page to learn more.
Web Apps are applications that run on any device, and can be distributed through any store or directly by the developer.Ready. Set. Build!
Head on over to the Mozilla Developer Network to understand how to:
- Build a Web App
- Describe your Web App using the stable manifest description
- Use our stable JavaScript APIs to let your Web App interact with the browser
Check out this gallery of some of the cool Web Appsthat developers have already started building using our APIs.
If you are interested in building a Web App Store, we have documentation to help you get started.
Further we have some nifty utilities that will help you test how your new Web App works in modern browsers:
- Download the Mozilla Web App extension for Firefox and/or Chrome. This extension implements the application launch and application management APIs.
- Use the Manifest Validatorto ensure your Web App manifests are working.
- Check out this proof-of-concept Web App dashboard written in HTML5. You may even be inspired to write your own dashboard!
To give you a taste of how we envision Web Apps will enable rich, immersive user experiences, head over to the user interface concepts gallery
What’s next?
In the coming weeks, we plan to pursue several new ideas, including:
- A deeply integrated “in browser” experience that spans the entire find, install, launch, use and manage flow.
- Syncing your Web Apps to your mobile devices.
- Supporting native browser controls and OS integration.
- Support for widgets and notifications to make your Web Apps more lively.
- and many more.
Give us feedback!
As always, we would love to hear from youas you build and deploy Web Apps. In particular, we’d love to hear if:
- You have feedback on improvements you’d like to see in our APIs and documentation.
- You have built an awesome Web App and want to show it off.
- You have an amazing dashboard you’ve built.
- You have an idea for a cool Web App.
We believe Web Apps enable us to package all the generativity of the Web as rich, immersive experiences that delight users. We look forward to building this world with you.
—
The Mozilla Web Apps team
Web Apps Update – experiments in Web Activities, App Discovery [July 7, 2011]
At Mozilla Labs, we’ve been experimenting with several concepts and ideas to build a Web of Apps. Today, we’re proud to release a new version of the experimental OpenWebApps add-on for Firefox that allows you to easily install and manage web applications in Firefox and aims to provide a tightly integrated app experience.
These features are aimed at developers and adventurous users and give you an idea of what to expect in the future. You can download the latest version of the add-on here.
With this release, you can try two new experimental features – Web Activities and App Discovery.
v0.3 release of the Mozilla Open Web Apps projectWeb Activites
This experiment is focused around the concept of linking apps together.
For example, if you use Flickr to share photos, then the Flickr Web App should let you easily share and integrate your Flickr photos with other Web Apps. If you use Twitter to share links with your friends, then other Web Apps should allow you to easily share via Twitter.
To try out Web Activities, do the following:
- Install the Rainbooth Add-On.
- Take an awesome photo.
- Install and Authorize the Flickr Connector Web App(you’ll need a Flickr account).
- Click Send To in the Rainbooth Web App to automatically send the photo over to Flickr.
We’re working with Google’s Chrome team on this new feature.
App Discovery
This experiment is built around the notion that you should be able to discover interesting Web Apps as you browse the web. To try this, once you have installed the OpenWebApps add-on in Firefox, visit nytimes.comand you will see a prompt to install the awesome NY Times web app.
Note:We have faked this for the NY Times site to give you a sense and idea of what the experience might be as more web sites add support for browser-based App Discovery.
What Next?
As a developer, you can:
- turn your web page into an Open Web App by publishing a manifest
- play with Web Activites by declaring that you support certain services in your manifest, and implementing the service handlers.
As always, we would love to hear your feedback. Check out our github repository. File bugs. Join us on irc and join our Google Group.
—
The Mozilla Web Apps team
Marvell’s single chip TD-SCDMA solutions beaten (again) by two-chip solutions of Chinese vendors
Follow-up: First real chances for Marvell on the tablet and smartphone fronts [Aug 21 – Sept 25, 2011]
Suggested preliminary reading:
– China Mobile repositioning for TD-LTE with full content and application aggregation services, 3G [HSPA level] is to create momentum for that [June 18, 2011]
– High expectations on Marvell’s opportunities with China Mobile [May 28, 2011]
– ASUS, China Mobile and Marvell join hands in the OPhone ecosystem effort for “Blue Ocean” dominance [March 8, 2011]
– Marvell beaten by Chinese chipmakers in sub 1,000 yuan handset procurement tender of China Mobile[Nov 15, 2010]
ZTE, Huawei & Lenovo Jointly Won New Mobile Bidding [July 8, 2011] (emphasis is mine)
ZTE Corporation (SZSE: 000063), Shenzhen Huawei Technologies Co., Ltd. and Lenovo Group Co., Ltd. (SEHK: 000992) jointly won the mobile bidding launched by China Mobile Communication Corp (China Mobile in short, SEHK: 00941) last month.
At the beginning of June, China Mobile launched a new round of mobile bidding, with bidding products being CNY 1000 [US$152] intelligent mobiles and purchase scale being 7 million popular G3 mobiles and 3 million G3 wireless telephones.
The bidding result came out on July 6 evening, ZTE, Huawei and Lenovo won the bidding while foreign brands got nothing.
China Mobile Commissions Three Million+ Mobile TV Smartphones [July 7, 2011] (emphasis is mine)
China Mobile, the country’s biggest mobile telco, has announced the winning bidders for its tender of three to four million mobile TV smartphones, with Lenovo, Huawei, and ZTE being the selected hardware makers.
The order is believed to be for six different handsets, of 500,000 to 600,000 units each. All of them will be 3Gsmartphones, on the homegrown TD-SCDMA frequency that China Mobile uses, and they will all be low- to mid-level phones on the cheaper end of the smartphone scale.
Mobile TV is the most unique feature that the phones will bring. Again, this is a China-developed technology – the CMMB standard for mobileTV transmission – that is being pushed by the state-owned China Mobile.
The mobile TV roll-out started in March of this year, across 300 cities and to huge fanfare in (state) media – see this Sina Tech reportfrom the time (article in Chinese).
It’s not clear which OS this new batch of mobiles will be running, but it is very likely that they’re also rocking China Mobile’s own Androidmodification, dubbed OPhone, which has mobile TV support baked in – as seen in the two photos of the OPhone-powered Lenovo O1 in this post.
China Mobile has struggled to get appealing handsets onto its TD-SCDMA network, but this year finally got some attractive top-end Motorola and HTC smartphones.
Domestic Vendors Win China Mobile TD-SCDMA Handset Tender [July 6, 2011] (emphasis is mine)
China Mobile (NYSE: CHL; 0941.HK) has released a list of winning bidders in its TD-SCDMA handset procurement tender. The tender is for six handset models, approximately 500,000 to 600,000 of each for a total of 3-4 mln units. The orders are divided between Lenovo (0992.HK), ZTE (0763.HK; 000063.SZ), and Huawei, with chips to be supplied by Spreadtrum (Nasdaq: SPRD), Leadcore and MediaTek. Spreadtrum and Leadcore will provide chipsets for two models each, while MediaTek will provide for one, and MediaTek and Leadcore will provide one they have jointly developed.
According to an industry source, the tender is for low-end and mid-range entry-level TD-SCDMA handsets equipped with CMMB mobile phone TV capability slated for launch in Q3 2011. Nearly 100 handset products were offered by over a dozen manufacturers in the bidding. Marvell was among the chipset bidders, but was not selected since its products are aimed at high-end TD-SCDMA handsets.
The source said that overseas handset and chipset makers did not participate in the tender because they are more focused on the low-end and mid-range TD-SCDMA smartphone market, and China Mobile’s unit price range was simply too low to attract their interest.
Spreadtrum Rides China TD-SCDMA Wave, Says Wedge; More On China Mobile iPhone [July 8, 2011] (emphasis is mine)
Wedge Partners analyst Brian Blair this morning writes that he thinks wireless chip maker Spreadtrum (SPRD) won half of a recent 4 million-unit order by China Mobile (CHL) for chips based on the country’s home-brewed “TD-SCDMA” wireless standard, and that the orders should continue to flow for the company.
Based on checks by contacts in China, writes Blair, Spreadtrum’s overall TD-SCDMA chipset shipments probably exceeded expectations in June, while the GSM flavors of its chipsets probably “recovered” in the month, bringing total chipset shipments to 17 million units. He thinks the company will probably forecast the current quarter about in line with the Street consensus of 57 cents per share in profit.
“We believe there will be more low/middle-end TD handset procurements in the second halfand we continue to believe that Spreadtrum has the best position in that market.”
… On another note, Blair tells me that he and his team were reviewing a photo put online on a Chinese blog this week that appeared to show an Apple (AAPL) iPhonethat was stamped with the China Mobile designation.
That picture yesterday was interpreted by Ticonderoga’s Brian White as further evidence that a version of the iPhone for China Mobile’s TD-SCDMA network is “imminent.” …
Spreadtrum: Extremely Compelling After Broad Chinese Stock Sell-Off [July 9, 2011] (emphasis is mine)
We believe that there will be approximately total 55M TD-SCDMA units sold in 2011 and 90M in 2012. Spreadtrum should have approximately 40% market share in 2011 and 40 – 45% share in 2012.
Pricing is extremely competitive in China and we expect ASPs to continue to decline. ASPs on TD chips are currently approximately $7. Spreadtrum has a cost advantage since it is the only supplier producing chips on 40nm lithography. Other chip suppliers are producing chips using 60nm or 90nm lithography and above. Spreadtrum’s smaller die results in an approximate 40% cost advantage, enabling Spreadtrum to sell at a lower ASP and to maintain gross margins at/above 40%. For Spreadtrum, 3G chipsets should increase from 20% of total revenue at the end of 2010 to 40% by the end of 2012.
Spreadtrum is viewed by the Chinese government as a local Chinese company vs. MediaTek which is Taiwanese. Spreadtrum receives R&D grants of a few million US dollars annually from the Chinese government. Spreadtrum is a preferred vendor to promote the TD-SCDMA standard. The Chinese government wants a strong Chinese domestic chipset supplier.
Jianzhou Wang, the Chairman of China Mobile:
Single-chip may also fail, but the two-chip is no problem, that is coupled with a single-chip chip to do the TD call, without any problems. TD’s current dual-core chip has not done such a grade, but it can take the iPhone with a TD-chip chip.
[In response to the reporter’s question: From the technical point of view, TD maturity of the chip is able to meet the needs of the iPhone’s design?]
From: Wang: 4G is no timetable … [July 6, 2011, via Google translate]
Behind Spreadtrum’s Improbable Turnaround [July 10, 2011] (emphasis is mine)
The first opportunity came as a 90 million RBM TD-SCDMA research contract offered by China Mobile in May 2009. It was recalled by Chen Datong (see the interview) that “Leo Li and five other VPs of the company made an agreement, that if the product cannot meet the technical requirements by May, they would resign together.” (Note that Spreadtrum developed the first TD-SCDMA chip in China under Wu Ping’s management.) The 90 million contract helped Spreadtrum’s top line reflected in 2009 Q2 financial statements. (Chinese media reported this contractin 2009.)
… In June 2009, Spreadtrum ramped up a 6600L baseband chip developed under Wu Ping and launched the product aiming to compete against Mediatek’s MT6225. With comparable performance, the 6600L chip was cheaper by $1 USD on its own and by $2 USD in terms of integrated solution. The price advantage is huge given that the average profit on a low-end cell phone is about $1.4 USD. As a result, Mediatek, the market leader that enjoyed over 90% of market share back then, was forced to participate in this price war in the second half of 2009.
China T&T trip: Structural changes in China handset market [The Goldmann Sachs Group, May 24, 2011] (emphasis in paragraphs is mine)
…
Muted group procurement result of TD smartphone in May, indicating backend loaded demand with low SP mix in 2011
Leadcore, Huawei, and Borqs indicated that China Mobile (CM) procured only 1.2mn TD smartphone (SP) with a minimum order of 200,000 for each model, well below the market
expectation of 12mn units with minimum guaranteed order of 800,000 per model. CM has selected six models (three Ophone, two Android, and one feature phone) from Huawei, ZTE, Samsung, Lenovo, Motorola, and Coolpad. They attributed the disappointing central procurement result of TD smartphone to relatively poor quality of phones.…
CM would like to give 60% of its SP orders to Marvell. However, in a recent stability test by CM, Leadcore scored at 95% pass rate, with T3G at 93% and MRVL at only 65%. …
China market: TD-SCDMA device makers reportedly urged to slow cooperation with Marvell [March 31, 2011] (emphasis is mine)
Some TD-SCDMA end market device makers in China have reportedly urged their fellow local companies not to rush to adopt TD-SCDMA chips from Marvell Technology on concerns of stability and instead should use similar chips offered by China-based chipmakers, according to industry sources.
Device makers in China stated that the development of TD-SCDMA chips by China-based chipmakers has matured with most solutions having been used in volume commercially without problems regarding to stability.
Although Marvell has been eager to develop TD-SCDMA chips and also cooperated closely with China Mobile, China-based device makers are still skeptical about the stability and commercialization of TD-SCDMA chips from Marvell, claimed the sources.
Despite the concerns from China-based device makers, Asustek Computer has unveiled recently in Beijing a number of TD-SCDMA enabled handsets built using chipset solutions from Marvell, the sources indicated.
China handset and solution makers form alliance to push global image and sales [April 27, 2011] (emphasis is mine)
More than 30 makers in the upstream and downstream handset industries in China have recently formed an alliance, aiming to promote brand image as well as to push sales of China-made handsets globally, according to industry sources in Taiwan.
Participating members include Lenovo, ZTE, TCL, Beijing Tianyu, G’Five, Coolpad, SIM Technology and chipset makers Spreadtrum Communications and RDA Microelectronics, but do not include MediaTek and other Taiwan-based handset makers, the sources noted.
The exclusion of Taiwan-based chipset solution vendors and handset makers may encourage alliance members to adopt handset solutions and parts and components from suppliers in China, the sources indicated.
Update: Huawei Joins Group of Global OEMs Accelerating Adoption of China’s TD-SCDMA Standard with New Ultra-Thin ‘Super’ Smartphone Powered by Marvell’s Single-Chip Solution [Aug 10, 2011]
Marvell (Nasdaq: MRVL), a worldwide leader in integrated silicon solutions, today announced that Huawei’s new T8300 ultra-thin smartphone, powered by Marvell’s industry’s first commercially available TD-SCDMA single chip solution, has passed China Mobile’s rigorous testing requirements and has shipped to its stores throughout China. The ultra-thin Huawei T8300 measures only 11.2 millimeters thick with Marvell® PXA918 processor and is one of the six new smart phones selected by China Mobile in its first round of procurement this year.
…
“Marvell’s TD-SCDMA single chip solution was the only semiconductor that offered the high-performance processing power and low power consumption we required to deliver a powerful, stylish, multimedia TD smartphone at the right price,” said Mr. Wang Yanmin, President of Mobile Phone Product Line, Huawei Device. “With its long-term commitment to TD and its leadership in the market, we were confident that Marvell could seamlessly deliver the right technology efficiently and be a true partner in bringing our new T8300 smartphone to market.”
Huawei’s T8300 is also equipped with Marvell’s latest 802.11n Wi-Fi solution and runs OMS 2.5, the newest Ophone operating system. It features a 3.2 inch capacitive touchscreen, 720p video decoding and gravity, light and proximity sensors.
Note that T8300 is the TD-SCDMA specific redesign of the IDEOS X3 smartphone announced at MWC’11 (but only delivered since June’11, for around US$240 in Singapore and for around US$200 in Malaysia). The Qualcomm MSM7227 SoC (announced in Feb’09 for sub-$150 smartphones) used in X3 was not able to support TD-SCDMA so the only available SoC was Marvell’s PXA920/918 SoCs family available since Sep’09 (although capable of passing the rigorous TD-SCDMA tests only almost 2 years later as on can see from Marvell’s above press release).
Update: The PXA920 opportunity was realized only in September 2011, two years later than the September 2009 launch. See: First real chances for Marvell on the tablet and smartphone fronts [Aug 21, 2011]
Marvell Drives New Rollout of TD-SCDMA Smartphones from China Mobile, the World’s Largest Mobile Operator [June 28, 2011] (emphasis is mine)
– ZTE Launch Signals New Era of TD-SCDMA Smart Devices in China Powered by Marvell’s Industry-First Single Chipe Solutions
Marvell (Nasdaq: MRVL), a worldwide leader in integrated silicon solutions, today announced the introduction of four new TD-SCDMA (Time Division Synchronous Code Division Multiple Access) smart devices by ZTE, including two smartphones, a mobile tablet and a mobile hot spot device. All four devices are customized for China Mobile’s 3G TD-SCDMA market, and feature Marvell’s industry-first TD-SCDMA single chip solution and the most advanced mobile 802.11n Wi-Fi technology with beam-forming capability.
…
The ongoing collaboration between Marvell and ZTE, one of China’s most prominent and innovative communications companies, delivers highly cost-effective smart devices to Chinese end users that are tailor-made for China Mobile’s TD-SCDMA standard. Marvell and ZTE have also worked together to develop end-to-end TD-HSPA+. In the future, the two companies intend to further cooperate to develop creative mobile phone solutions and emerging mobile Internet applications. In recent years, the two companies have also collaborated on a passive optical network (PON), network switches, WLAN and CPUs.
ZTE Product Highlights
- Blade U880, one of ZTE’s flagship smartphones, is powered by the Marvell® PXA920 and features a 3.5 inch WVGA capacitive touchscreen at a resolution of 800 x 480 pixels, delivering exquisite pictures with rich colors and multi-touch. Other features include Android 2.2 support, a TD-SCDMA +WLAN dual wireless Web connection, WLAN-AP wireless routing, CMMB (MBBMS) mobile phone TV, a 5 megapixel auto-focus camera, 720p high-definition video, GPS/AGPS navigation and a 3D graphics processing accelerator.
- Light Tab T9, powered by the Marvell PXA920, is a 7-inch tablet with a WVGA capacitive touchscreen that is only 12.6 millimeters in thickness. It supports phone calls, China Mobile’s CMMB+MBBMS mobile TV, WLAN, Bluetooth and FM. The device also ships with GPS, an electronic compass, an eBook reader and a camera.
- U802 is a highly affordable (sub 1,000 Renminbi [RMB]), all-white smartphone powered by the Marvell PXA918. It features a 2.8 inch touch screen, WLAN/WAPI data connection, CMMB TV, accelerometer for UI auto-rotate, 3 megapixel and 0.3 megapixel dual cameras, a 3D graphics accelerator, Android 2.2 support and a customized Widget desktop.
- A6 is a highly affordable mobile hot spot device customized for TD-SCDMA networks powered by the Marvell PXA920. It ensures smooth switching between TD and Wi-Fi and self-creation of hotspots. It supports up to eight terminal access points and is small, portable and easy to operate.
中兴U880 ZTE U880 (ZTE中兴U880) (ZTE ZTE U880) [extracted on July 11, 2011]
(via Google translate)
- 参考价格: Price:
- ¥ 1180 [北京] ¥ 1180 [Beijing]
网络模式: GSM,TD-SCDMA Network mode: GSM, TD-SCDMA
- 外观设计:直板 Design: Straight
- 主屏尺寸: 3.5英寸480×800像素 The main screen size: 3.5 inches480 × 800 pixels
- 触摸屏:电容屏 Touch screen: capacitive touch panel
- 摄像头像: 500万像素CMOS Camera head: 500 million pixel CMOS
- 操作系统: Android OS v2.2 Operating System: Android OS v2.2
- 机身内存: 512MB Body Memory: 512MB
- 电池容量: 1250mAh Battery capacity: 1250mAh
中兴U880参数 ZTE U880 parameters [extracted on July 11, 2011]
(via Google translate)
Listing Date
纠错 2011年05月 in May 2011手机类型 Phone type
纠错 3G手机 3G mobile phone主屏尺寸 The main screen size
纠错 3.5英寸 3.5 inches触摸屏 Touch Screen
纠错电容屏 capacitors screen主屏材质 The main screen material
纠错 TFT TFT主屏分辨率 The main screen resolution
纠错 480×800像素 480 × 800 pixels主屏色彩 The main screen color
纠错 26万色 262K网络模式 Network mode
纠错 GSM , TD-SCDMA GSM , TD-SCDMA数据业务 Data services
纠错 GPRS,EDGE,TD-SCDMA,HSPA GPRS, EDGE, TD-SCDMA, HSPA支持频段 Support band
纠错 2G:GSM 850/900/1800/1900 2G: GSM 850/900/1800/1900
3G:TD-SCDMA 1880-1920/2010-2025MHz 3G: TD-SCDMA 1880-1920/2010-2025MHz操作系统 Operating system
纠错 Android OS v2.2 Android OS v2.2CPU频率 CPU frequency
纠错 800MHz 800MHz机身内存 Body memory
纠错512MB 512MB存储卡 Memory card
纠错MicroSD卡,支持App2SD功能 MicroSD card support App2SD function电池容量 Battery capacity
纠错1250mAh 1250mAh键盘类型 Keyboard type
纠错 虚拟QWERTY键盘 the virtual QWERTY keyboard机身颜色 Colors
纠错黑色 Black手机尺寸 Phone Size
纠错114×56.6×11.8mm 114 × 56.6 × 11.8mm手机重量 Phone Weight
纠错 115g 115g
中兴U802 ZTE U802 [extracted on July 11, 2011]
(via Google translate)
- 网络模式: GSM,TD-SCDMA Network mode: GSM, TD-SCDMA
- 外观设计:直板 Design: Straight
- 主屏尺寸: 2.8英寸 The main screen size: 2.8 inches
- 触摸屏:支持 Touch screen: Support
中兴U802参数 ZTE U802 parameters [extracted on July 11, 2011]
(via Google translate)
Listing Date
纠错 2011年05月 Correction in May 2011手机类型 Phone type
纠错 3G手机 , 智能手机 ,电视手机 Correction 3G mobile phones , smart phones, TV mobile phone外观设计 Design
纠错 直板 Correction straight主屏尺寸 The main screen size
纠错 2.8英寸 Correction 2.8 inches触摸屏 Touch Screen
纠错 支持 Error correctionsupport主屏材质 The main screen material
纠错 TFT Correction TFT网络模式 Network mode
纠错 GSM , TD-SCDMA Correction GSM , TD-SCDMA数据业务 Data services
纠错 GPRS,EDGE,TD-SCDMA CorrectionGPRS, EDGE, TD-SCDMA支持频段 Support band
纠错 2G:GSM 850/900/1800/1900 Correction 2G: GSM 850/900/1800/1900
3G:TD-SCDMA 1880-1920/2010-2025MHz 3G: TD-SCDMA 1880-1920/2010-2025MHz操作系统 Operating system
纠错 Android OS v2.2 Correction Android OS v2.2CPU频率 CPU frequency
纠错 624MHz Correction 624MHz存储卡 Memory card
纠错 MicroSD卡,支持App2SD功能 CorrectionMicroSD card support App2SD function键盘类型 Keyboard type
纠错 虚拟键盘 Correcting the virtual keyboard机身颜色 Colors
纠错 黑色 Black
http://shop.zte.com.cn/main/mobile/shop_mob_partinfo.jsp?pid=3427&listName=&catalogId=13381 [extracted on July 11, 2011]
(via Google translate)
ZTE Light Tab T9 ZTE Light Tab T9
2480元 2480 yuan
TD-SCDMA HSDPA/HSUPA/GSM/EDGE 智能终端 TD-SCDMA HSDPA / HSUPA / GSM / EDGE smart terminal
7 寸WVGA电容式触摸大屏 7-inch WVGA large capacitive touch screen
厚仅12.6mm,纤薄便携,质感十足 Thickness of only 12.6mm, slim, portable, full texture
超长续航能力:21天待机,5.5小时视频播放 Long battery life: 21 days standby and 5.5 hours of video playback
采用Android 2.2操作平台,支持更多业务应用 Using Android 2.2 platform, support more business applications
支持中国移动CMMB+MBBMS移动电视,特有智能视频增强技术有效提升画面质量 China Mobile CMMB + MBBMS support mobile TV, unique intelligent video enhancement technology to effectively improve the picture quality
支持中国移动深度定制的宽带互联网、飞信、音乐随身听*、DM*等增值业务 The depth of customization to support China Mobile’s broadband Internet, flying letters, music player *, DM * and other value-added services
最高支持32G扩展卡、U盘功能 Up to 32G expansion card, U disk function
支持WLAN、蓝牙、FM功能 Support for WLAN, Bluetooth, FM function
支持重力传感、光敏感应、GPS导航 Support for gravity sensing, light-sensitive sensors, GPS navigation
Andorid2.2 custom blade moving ZTE U880 TD evaluation [June 17, 2011]
China Mobile repositioning for TD-LTE with full content and application aggregation services, 3G [HSPA level] is to create momentum for that
Follow-up: – Good TD-LTE potential for target commercialisation by China Mobile in 2012 [July 13, 2011]
See also: Mobile Internet (Aug’11) which is a total update on Aug 26, 2011 with a lot of additions to the original July 19, 2010 content on the following subjects:
– LTE and LTE Advanced — HSPA Evolved (parallel to LTE and LTE Advanced) — Heterogeneous networks or HetNets — Femtocells and Picocells — Qualcomm innovations in all that — Ericsson’s LTE Advanced demo — Current roadmaps on evolutions of current 3G+ broadband mobile networks
China Mobile to accelerate TD-LTE commercialization [June 10, 2011] (emphasis is mine)
China Mobile reportedly has decided to accelerate its investment in TD-LTE technology aiming to push the commercialization of TD-LTE networks one year ahead of its original schedule, according to industry sources.
The affects of poor sales on the commercialization of its 3G TD-SCDMA networks has pushed China Mobile to move forward into the 4G segment, the sources indicated.
The move by China Mobile has attracted attention from a number of chipset makers including Qualcomm, Sequans Communications, MediaTek and VIA Technologies as well as China-based Spreadtrum Communications, Hisilicon Technologies and Innofidei, as they have all been eyeing the 4G chipset market in China, the sources noted.
MediaTek has decided to expand its R&D team for the development of LTE and WiMAX chips in Taiwan and China, with plans to raid talent from other wireless chipmakers as well as from HTC, said the sources, noting that MediaTek also does not rule out the possibility of acquiring related LTE R&D teams at home and abroad later.
Global opportunities for LTE TDD [Ovum, February 2011]
Quite often, LTE TDD (also known as TD-LTE) is wrongly presented as a Chinese technology. … However, unlike TD-SCDMA, which was originally a Chinese technology that was subsequently adopted by 3GPP, LTE TDD has been part of the 3GPP standardization effort since its inception. … China Mobile learned at its cost with TD-SCDMA that being a 550 million customer mobile operator helps to attract vendor attention but is not enough to make a technology a global success. The operator consequently built a strategy to position LTE as the next GSM, making LTE the de facto global standard for mobile broadband – something most cellular operators would welcome for cost reasons.
…
China Mobile is facing several challenges with TD-SCDMA. One of the most acute relates to the smaller economies of scale associated with a weaker device ecosystem compared to UMTS/HSPA. This is why China Mobile quickly oriented its long-term mobile broadband strategy towards LTE TDD. … In terms of LTE TDD network expansion, we believe that it could be faster than TD-SCDMA as the network will leverage many aspects of the current TD-SCDMA network including cell site facilities, backhaul, and even parts of the base stations. … Despite the large scale of the trials, the drawback of a 1H12 launch is the impact it may have on the development of the LTE TDD ecosystem. Fortunately for the technology, another significant market, India, may launch commercial LTE TDD services before the end of 2011.
…
It is Ovum’s view that LTE TDD will become widely adopted in the global market, but this will take time, as exemplified by our forecasts. There will be a delay of 12–18 months between the take-off of the two LTE variants. For LTE FDD take-off should be around 2012–13, while it is expected that this will be around 2013–14 for LTE TDD. We forecast 89 million LTE TDD connections by 2015, representing roughly 25% of total LTE connections.
First Pre-commercial LTE TDD/FDD Uni-Mode Single Chipset USB Dongle to be Launched in June [June 9, 2011]
In June 2011, the world’s first pre-commercial LTE TDD/FDD uni-mode, multi-band, single chipset USB dongle supporting LTE TDD/FDD idle mobility (cell reselection) will be launched by Huawei Hisilicon. Successful completion of the IOT tests with all of the 10 infrastructure vendorsindicated that it had fully satisfied the Uu IOT and terminal test requirements of MIIT and CMCC.
Detailed design parameters are as follows:
The TD-LTE USB Dongle makes an unprecedented advance in functionality, performance, form factor, and interoperability. Prior to the launch of this pre-commercial TD-LTE dongle, 3 other critical development stages were completed:
- The first release of TD-LTE single-mode USB dongle test samples were released at the Shanghai World EXPO in mid 2010. All the terminals were custom-designed for the trial/ demonstration with the 65nm chipset design. Most of them passed the IOT tests with 1-2 infrastructures.
- The first release of LTE TDD/FDD dual-mode Single Chipset USB (65nm design) dongle test samples were released at GSMA MWC 2011 in February 2011. The USB dongles provided by Huawei Hisilicon and Qualcomm can support TD-LTE and LTE FDD in a single chip. The dongle is designed to support TD-LTE or LTE FDD based on the software that is loaded. IOT tests with 3-4 infrastructrues were passed during this phase.
- The pre-commercial TD-LTE single-mode multi-band USB dongles (45nm design) were launched during the GTI 1st workshop in April 2011. These were targeted for trial applications and installations. More than 20 TD-LTE USB dongles from ZTE provided problem free services during the two-day GTI workshop. The DL peak data rate reached 80Mbps and the average single user DL data rate reached 4Mbps. The dongle demonstrated the commercial readiness, stable performance and rapid development of the TD-LTE dongle.
The development quickly progressed from a 65nm test sample to a pre-commercial, Full IOT, Uni-mode, 45nm solution in less than a year. TD-LTE Large Scale Trials in China and commercial deployment in India and Japan will speed up its commercial readiness. The TD-LTE dongle will be commercially available in 2011.
Spreadtrum Communications Acquired Stake in MobilePeak Holdings, Ltd., a Leading UMTS/HSPA+ Modem Chipset Designer [June 9, 2011] (emphasis is mine)
Spreadtrum Communications, Inc. (NASDAQ: SPRD; “Spreadtrum” or the “Company”), a leading fabless semiconductor provider in China with advanced technology in both 2G and 3G wireless communications standards, today announced that it has acquired approximately 48.44% of the total outstanding shares of MobilePeak Holdings, Ltd. (’MobilePeak’), a privately held fabless semiconductor company based in Shanghai and San Diego that specializes in the design of highly integrated UMTS/HSPA+ modem chipsets.
Spreadtrum acquired approximately 48.44% of MobilePeak’s total outstanding shares, and provided a short-term loan to MobilePeak for the repayment of MobilePeak’s outstanding convertible bridge loans, for an aggregate cash consideration of approximately US$32.58 million. Spreadtrum intends to purchase all of MobilePeak’s issued and outstanding shares, and expects to complete the acquisition in the third quarter of 2011. Thanks to MobilePeak’s efficient operations, Spreadtrum expects the acquisition to have a minor impact on its earnings per share in Q2 and the remaining quarters in 2011, and Spreadtrum maintains its Q2 2011 guidance in terms of revenue, gross margin, and operating expenses as a percentage of revenue.
Commenting on the transaction, Spreadtrum’s Chairman, President and CEO, Dr. Leo Li, said, ’We are very pleased and excited to welcome the MobilePeak team. The synergies between the two companies and the opportunities created by this transaction are clear. With MobilePeak’s complete UMTS/HSPA+ solution, we will broaden our portfolio of worldwide wireless handset technologies, and make inroads into the WCDMA feature phone, smart phone and tablet markets.
“Utilizing our advanced 40nm technology, mature GSM/GPRS/EDGE and TD-SCDMA platforms, and working closely with MobilePeak’s Shanghai and San Diego teams, we will be well equipped to expand our international market shares. These capabilities are also a solid foundation for developing the next generation multi-mode FDD-LTE/WCDMA and TDD-LTE/TD-SCDMA technologies over the next two years.”
Mr. Qiuzhen (Joe) Zou, Chairman and President of MobilePeak, said, ’ We are eager to work with the Spreadtrum team. Since MobilePeak’s inception in 2005, our team has developed world-class baseband chipsets with support for 3GPP Standard through Release 7, including HSPA+ technology up to Category 14 with 21Mbps maximum downlink speed and 11Mbps maximum uplink speed. MobilePeak has more than 100 patents granted or pending worldwide, and its solutions have passed GCF tests and top-tier handset makers’ strict in-house tests. We are confident to roll out the first 40nm HSPA+ solution platform for feature phones and smart phones by 2012.’Mr. Zou will assume the role of Chief Technology Officer at Spreadtrum.
Mr. Zou founded MobilePeak in 2005 and has since served as MobilePeak’s Chairman. He served as MobilePeak’s Chief Technology Officer from 2005 to 2010 and assumed the position of President in 2010. Mr. Zou has more than 18 years of experience in the wireless communications industry. From 1993 to 2003, Mr. Zou held various positions with QUALCOMM, Inc., where he became a Vice President of Engineering in 2000. At QUALCOMM, Mr. Zou led various semiconductor design projects, including multiple generations of CDMA baseband chipsets. Mr. Zou received a BSEE from Southeast University in Nanjing, China in 1992, followed by an MSEE from Stanford University in 1993.
China market: 3G network investment totals CNY289 billion [June 14, 2011]
China Mobile, China United Telecommunications and China Telecom have cumulatively invested a total of CNY289 billion (US$43 billion) in setting up 3G networks consisting of 697,000 base stations around China, China-based http://www.xinhua.com has cited Ministry of Industry and Information Technology officials as indicating.
The three carriers had 67.57 million 3G subscribers in total as of the end of April 2011, the report indicated.
Goal for domestic 3G network set at 50m users [June 9, 2011]
The Chinese government has set a target of achieving more than 50 million third-generation (3G) mobile users by the end of 2011 for its homegrown telecommunication standard, but analysts predict the technology may not be the biggest winner in the 3G era.
Zhao Bo, deputy director of the electronics and information department with the Ministry of Industry and Information Technology, said on Wednesday that China should continue to push forward its TD-SCDMA (Time Division-Synchronous Code Division Multiple Access) 3G technology.
“The TD-SCDMA technology should realize its strategic target of acquiring at least one-third of China’s market, and grab 50 million users by the end of this year,” Zhao said.
He said he is confident that China Mobile Ltd, the world’s biggest telecom carrier by users, will achieve the goal within the schedule.
China Mobile is building the TD-SCDMA 3G network in China, while its domestic rivals, China Unicom Ltd and China Telecom Corp Ltd, adopted the WCDMA and CDMA2000 3G technologies.
Ye Lin, an official from the technology department of the Ministry of Industry and Information Technology, said since the three Chinese telecom operators obtained 3G licenses in early 2009, China has made major progress in 3G network development.
The three carriers have invested a total of 289 billion yuan ($44.6 billion) in 3G network construction in the past three years, Ye said. More than 697,000 3G base stations have been set up in the same period, he added.
The ministry recently announced that the number of 3G users in China reached 67.6 million by April.
China Mobile topped the list with 29.4 million, and China Unicom followed with 20.4 million. The smallest telecom carrier, China Telecom, had 17.8 million by April.
The great leap forward: How the world’s largest operator aims to jump one generation [Ericsson Business Review, June 10, 2011] interview with Bill Huang, GM of the China Mobile Research Institute (emphasis is mine)
China Mobile is pushing the time division (TD) flavor of LTE hard. Why is it necessary to have more than one kind of LTE, and what benefits does TD offer end users?
To understand, you must look back at what caused this technology evolution. There was an understanding that to go digital we must have a global standard. There were many candidates but they fell apart. GSM was a very good effort and succeeded in becoming the first real global standard. Then came 3G. In retrospect, 3G was a questionable development. It optimized voice capacity and quality but data traffic was kind of an afterthought. GSM did the job just fine. The best example is China Mobile. We deployed the world’s largest GSM network with the lowest tariffs, and never saw the need for a better voice service. 3G was a solution looking for a problem. And indeed, WCDMA did not take off until HSPA was developed. So from a historical perspective, HSPA was the only killer application for WCDMA, and internet access is the only reason HSPA took off.
Mobile internet is the only growth area for mobile communication … LTE carries the heritage of GSM and WCDMA with it … the selection of TD technology as a strong candidate in the evolution of LTE gives us an internet advantage. Historically, mobile communication has been symmetrical, dominated by voice. Internet traffic is not symmetrical. Downlink is typically 10 times faster than uplink, and addresses this. TD is unique in the way you can adjust the uplink and downlink ratio. And that’s why TD has become very useful – not only does it allow operators to use spectrum more efficiently, it also offers consumers a better user experience and lower costs.
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How will China Mobile use 3G?
We will accelerate. For China Mobile 3G is an important licensing issue, and we are building a 3G infrastructure to create the momentum [with 3G HSPA level?] with which we move towards 4G.
Isn’t that a long way off in the future? Don’t you need to develop mobile broadband now?
Completely wrong! We are targeting commercialization next year, not in five years. In fact, operators in India and Japan plan to go commercial this year, but we are not that aggressive. So you see: 4G is not being pushed by the vendors, like 3G was. 4G is being pushed by the carriers. LTE is the only standard in the industry where, if you have a product, people will buy it right away. It’s the reverse of how things used to be, and very interesting. LTE is being developed fast, but not fast enough.
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Instead of looking at data volume, we can charge for downloading a movie, regardless of size, or a song or a book. We have all of that already in place. But frankly I don’t think consumers are used to content based billing, so we need to educate them – in many cases. … China Mobile’s strategy is that we will be a content and application aggregator, therefore becoming a smart pipe – not a dumb pipe that just provides access without aggregating anything. So we become the Walmart of information.
Instead of charging for content or traffic we can create a club. People are familiar with that concept. You pay one monthly charge and everything is free. It’s very effective; Netflix is a good example of a subscription based service that I think has a very good future as a business model. At China Mobile we can do anything with scale, but we can’t do everything in a niched or personalized way. So, if we provide a club we get to leverage that scale. We have 600 million subscribers. If only 10 percent sign up, that’s already 60 million members. If just 1 percent sign up, that’s 6 million members.
How do you handle the threat from the over-the-top (OTT) players, the internet companies?
It is a very real threat: OTT services can now replace almost any communications service imaginable. ott services are usually free, so this business model is based on backward billing. … What we hope to entice the user with is the quality of service – that’s our most important competitive advantage. … we must also look to reduce the cost of our services, potentially making them free as well. If we use other ways to generate revenue – like advertising or the club concept, and the user subscribes to a bandwidth bundle – we could provide the voice club service for a fixed fee, while guaranteeing the quality. Then I think we could kill off OTT very easily.
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What do you expect from the cloud?
For mobile internet we have established a three-front strategy: LTE; the smartphone (operating Ophone, which is based on Android plus); and cloud computing. Only by combining all three can we create a really competitive and successful mobile-internet business.
We believe the cloud is an infrastructure technology that can address the cost of computing, reduce energy consumption and become a common platform for society, consumers and companies. Historically telecom operators have been reluctant to embrace it, but this was a mistake. In the US, I think carriers have already given up. They allow Google, Amazon and Microsoft to run cloud computing. But there are opportunities for China Mobile. If anything, we can do infrastructure on a large scale, data centers and so on. We do not have to develop all of the internet services in the world to compete with Google or Facebook. What we could do is build a cloud-computing infrastructure and invite all the internet companies to partner with us.
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The most important phenomenon that will drive change in the mobile communications industry today is the evolution of smart phones. What used to be a communications device is now an all-purpose computing device. Today, fewer than 20 percent of our subscribers use smartphones. We think that in three to five years over 80 percentof our subscribers will use smartphones.
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Have tablets changed this picture?
No, I see them as just bigger smartphones. In fact, Microsoft and others have tried for many years to introduce tablets and failed. But when Apple introduced the iPad, which is just a big iPhone, everybody loved it. So, this proves that a successful tablet is a big smartphone. The look and feel is very similar to that of a phone.
How do you work with the app store concept?
We embraced it completely and the way we differ from Apple is that we support all operating systems – including iOS if Apple wants us to. … We hope to create a platform that is independent of operating systems. … The reason China Mobile chose Android was that we need the flexibility to differentiate. We need to add components, APIs and functionality to Android. That’s why we call it Android plus.
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I don’t know if video is going to be a major revenue stream, but I am sure it’s going to be a major application. I say that because making video calls on IMS [IP Multimedia System]will become an internet application, so it depends on how we charge for it. It opens up the potential for more creative billing strategies. We would be able to deliver a level of quality that would be very difficult for an ott player to achieve.
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We studied what kind of apps users download and you’d be surprised how similar people’s tastes are. The top 1,000 apps have a 99-percent share of the market. That’s very good news for operators. We are not very good at long tail, but we are definitely good at short tail.
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We want a mobile phone to be able to transmit TV to a large screen – so you can watch the program on your phone’s small screen or your computer screen, but also take it with you when you visit someone and watch it together on a large screen, in high definition. You won’t need the DVD. The mobile becomes the set-top box. So China Mobile doesn’t need a three-screen strategy – we only need a one-phone strategy. We are working on a wireless multimedia transmission technology called WiMo for this, and expect it to be available in two to three years.
Are you ready for mobile banking?
To be frank, we have not figured out which technology’s the right one to get the credit card or the payment mechanism into the phone. The most viable one for phones would be near-field communication (NFC). We have already established our architecture for mobile commerce and an account system with connections to all the banks, so from a service point of view we already have everything in place. What we need right now is for more phones to have the capability to carry the mobile payment and transaction engine – the right chip and components to support it, along with NFC.
Is banking a comfortable area for operators?
We don’t necessarily have to compete with the banks. We can rather just be the wallet and charge a monthly fee for the service. In other words, the banks can issue the cards and put them into our phones. We will make our platform open for all the banks. We don’t have to issue our own cards; all we have to do is to become the channel for the credit cards. And then we can make money. It is a great service – to sign up you don’t have to fill in a lot of forms; we have all the customer data that is needed.
How China institutional changes influence industry development? The case of TD-SCDMA industrialization [May 25, 2011]
… in view of that China state capitalizing on different SOEs and accompanying institutional changes, we further break framework into two time-periods:
– During stage 1 (2002- 2008) that China central government started to support Datang Group, aiming to commercialize TD-SCDMA technology into products. State also assigned Datang to lead TDIA [TD-SCDMA Industry Alliance designed to function as the platform of TD-SCDMA development, involving the activities of setting standard, sharing IPR, organizing supply chain, and coordinating among members] for TD-SCDMA industrialization.
– In stage 2 (2009-present), China state turned to mandate China Mobile to promote TD-SCDMA, not only responsible for networking building and service providing, but also for organizing of mobile handset supply chain (Wang and Tsai, 2010).…
The R&D capacity of Datang Group as a whole is questionable, despite that Datang set home-grown TD-SCDMA standard (interview ES1). Since 1992, CATT had received national grant to undergo the earliest home-grown standard (SCDMA, 2G), but failed to commercialize due to weak R&D capacity in commercialize large-scale system development (Chen, 2005; Soh and Yu, 2010)11. Second, Datang XiAn, founded in 1993 and specializing for telecommunication equipment manufacturing for digital automatic switching (SPC) product, can not compete with local minying enterprise Huawei and mixed enterprise ZTE since late 90’s to early 2000’s (Fuller, 2005: 201; Harwit, 2007; Liu, 2008).
… the Datang Group is state-owned enterprise spin off from CATT, and they didn’t directly confront market and no pressure for survival(interview ES1and IS1). Although state continuously channeled national resources to compensate the loss (cf. Table 1 2004 negative profit) from developing TD-SCDMA and that Datang Mobile indeed deployed on R&D and accomplish some patents, Datang Group as a whole can not develop innovation capacity in designing parts and testing whole TD-SCDMA network system. One of the reason is that Datang Group lacked of associated knowledge and experience before (Soh and Yu, 2010).
The same situation occurs in TD-SCDMA mobile terminal products. The joint ventures IC design firms of Datang and MNCs, such as T3G or Commit, launched none of TD-SCDMA products to the market and ended up merged by ST-Ericsson or bankrupted. Likewise, Datang Mobile fruited no complete TD-SCMDA handset, so the state turned to university and public-sector research institutes to support the development of TD-SCDMA (Liu, 2008, 2009).
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TDIA also confronted frustration in knowledge sharing and organizing of supply network. There’s no patent license-out or cross-license among member (Sumtttier et al., 2006; Whalley et al., 2009), except occasional license out from Datang to ZTE and Putian (Soh and Yu, 2010). Theoretically, Datang supposed to invite and global companies, such as Huawei and ZTE, into the supply chain of TD-SCDMA and leverage on their experience. But Datang, as the father of TD-SCDMA, tried to protect and guard their child (interview ES1). On the other hand, the R&D capacity of Huawei and ZTE outperformed Datang, so Huawei and ZTE won’t bother to join Datang on patent sharing and further on TD-SCDMA technology/product (interview RS4 and RS6).
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State pick winner [and looser] SOE as national team
By contrast to Datang, the state evolves to pick China Mobile as the new national team by assessing past performance as selection criteria. First, China Mobile has near 500 million (end of 2008) users, making it as the largest telecom operator worldwide (BMI, 2010). So it’s a feasible path to migrate most China users from 2G (GSM) to home-grown standard (Interview, ES1). Second, China Mobile is most profitable and potential operator in China that China Mobile had the capacity and capital to promote TD-SCDMA (Interview ES1, SS2, ES1).
… the state threatens China Mobile: TD-SCDMA or none of 3G licenses. Coupled with impact on Mr. Wang’s political career, China Mobile has no choice but to promote TD-SCDMA (Interview ES1). On the other hand, the state also subsidizes RMB$10 billion (SinoCast, 2009) to compensate for potential loss estimated RMB $30 billion each year (Interview RS5).
In short, China state changes institutional means of supporting core SOE by both subsidies and threat, rather than carrot without stick. The state also changes to assess SOE’s past performance for prospects of TD-SCDMA. Despite the mandatory mission, China Mobile indeed starts to recruit R&D staff with high salary (Interview RS5) and experiments several innovations on TD-SCDMA network deployment, mobile phone launch, and service package to users (Interview IS1).
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For the particular case of TD-SCDMA development, this paper contributes to discover that China state experiments and adapts institutions, along with the mentality adjusted from ‘standard matters’ to ‘R&D capacity rules’. More, the macro-level institutional learning also leads to meso-level institutional adaptation in the telecommunication industry. China Mobile acts as a mediator between state and network of firms, with the resources re-distribution and demand for collective action through the whole supply chain. Therefore, China Mobile not only managed to offer users with innovative service and networking build through in-house R&D, but also to organize the preliminary formation of TD-SCDMA production networks.
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China Mobile, as a customer rather than rival of equipment manufacturers, had invested RMB$148 billion during 2008 to 2010 through four stages bids of infrastructure construction (BMI, 2010; IEK, 2010). Both local and global firms, such as SOEs Datang and Putian, minying Huawei and MNCs Nokia-Siemens, all compete for TD-SCDMA network building (Wang and Tsai, 2010). The final winners are Huawei and ZTE, for their cheaper but good product quality than MNCs’ and SOEs’ (Interview ES2). It indicates that China Mobile also selects their cooperating partners basing on market performance as the foremost criteria. This is different from the previously protectionism signal that Datang sent, since the SOE was targeted to dominate China market under the umbrella of MIIT, and which formulated the national industrial policy.
China Mobile also realizes that the biggest problem of TD-SCDMA industrialization is the shortage of TD-SCDMA handsets in the market. Under the pressure from mission and profit, China Mobile urges their current partners (e.g. Nokia and Motorola) to produce TD-SCDMA products through replicating the same incentives tools that state imposed upon China Mobile. That is, China Mobile, basing on their market significance, threatens their main suppliers (e.g. Nokia and Motorola): TD-SCDMA products or none of other business (Interview IS1). On the other hand, China Mobile first offered RMB$ 600 million to three chipsets designers and nine handset suppliers, to induce these leading firms to offer cheap products to penetrate China market. Thus, Nokia, HTC, Samsung and some local firms started to launch TD-SCDMA handsets. Most of all, China Mobile plays as a coordinator to integrate the supply chain, from upstream IC design firms to downstream manufacturers (Interview IS1).
China Mobile awards 12 companies TD-SCDMA research grants [May 17, 2009] (p. 4, emphasis is mine)
China Mobile will provide funding of RMB 600 million ($87.77 million) to 12 mobile phone and chip manufacturers for the research and development (R & D) of terminal devices based on the homegrown TD-SCDMA standard, China Mobile announced on May 17.
According to the announcement, the 12 companies include nine mobile phone manufacturers, namely Motorola Inc., Samsung Corp., Yulong Computer Telecommunication Scientific Co. Ltd., Dopod Communication Corp., LG Electronics (China) Co. Ltd., ZTE Corp., Hisense Group, Guangzhou New Postcom Equipment Co. Ltd. and Huawei Technologies Co. Ltd. along with three chip makers, namely T3G Technology Co. Ltd., MediaTek Inc., and Spreadtrum Communications Co. Ltd.
As China Mobile stipulated that chip makers and mobile phone manufacturers pair up in the R & D project, T3G will work with Motorola, Samsung, Dopod and Huawei while MediaTek will work with Yulong, ZTE and LG. Spreadtrum will collaborate with Hisense and New Postcom.
Motorola, Samsung, Yulong, Dopod and LG, together with their chip maker partners [T3G and MediaTek], will receive combined funding of RMB 310 million ($45.35 million) from China Mobile for R & D of high-end TD-SCDMA mobile phones. The remaining mobile phone manufacturers [Huawei, ZTE, Hisense and New Postcom], together with their chip maker partners [T3G, MediaTek and Spreadtrum], will be responsible for R & D of low-end TD-SCDMA mobile phones and will receive combined funding worth RMB 290 million ($42.42 million) from China Mobile, the announcement said.
China Mobile Reveals TD-SCDMA Handset Subsidy Bidding Results [May 17, 2009] (emphasis is mine)
On May 17, China Mobile (NYSE: CHL; 0941.HK) held a signing ceremony for subsidies targeted at joint TD-SCDMA handset R&D, with nine handset manufacturers and three chip manufacturers signing a “cooperative R&D” agreement. China Mobile will invest RMB 600 mln in the subsidies, driving total investment of over RMB 1.2 bln in TD-SCDMA R&D, with the remaining contributions coming from participating vendors.
6 joint bids won subsidies for China Mobile’s “Flagship Broadband Internet Handset” project: Motorola and 3G chip manufacturer T3G; Samsung and T3G; mobile handset manufacturer Yulong and TD-SCDMA chipmaker Leadcore Technology; Smartphone manufacturer Dopod and T3G; LG Electronics and Leadcore; and ZTE and Leadcore. China Mobile will invest approximately RMB 310 mln in the project.
For the “Low Cost 3G Handset” project, the five successful bids were ZTE and Leadcore; LG and Leadcore; Hisense and wireless baseband chipset provider Spreadtrum Communications (Nasdaq: SPRD); Guangzhou New Postcom and Spreadtrum; and handset manufacturer Huawei and T3G. China Mobile will provide approximately RMB 290 mln of funding for this project.
7 months later these 11 handsets were shown [as per China Mobile’s Dec 17, 2009 press release in Chinese
China Mobile‘s 200 Models of TD Mobile Phone Listing This Year [March 18, 2011]
Recenly Li Yue, president of China Mobile, attended the Results Announcement said that China Mobile has an adequate supply in the 3G mobile phones. Currently, 50 companies are available to TD phones, and another 200 models will be able to supply soon.
At the end of last year, China Mobile has conducted 6 million low-end TD mobile phones tender. And in February this year, China Mobile has conducted 12.2 million high-end TD mobile phones procurement, of which, about 150 million units flagship Internet terminals, 30 million units dual card dual standby terminals, 320 million units multimedia intelligent terminals, 400 million units fashion and entertainment terminals and 320 million units universal intelligent terminals.
Xue Taohai, vice president of China Mobile, said the group will control the handset subsidies in 17.5 billion yuan. It is reported that China Mobile set a new goal for 25 million 3G users this year, and the current 3G network has covered 656 cities.
China Mobile Changes Strategy in Terminal Procurement [April 22, 2011]
Foreign mobile phone makers that has been disappointed in the bidding invitation of China Mobile Ltd. (SEHK: 0941 and NYSE: CHL) for centralized procurement of 6 million TD-SCDMA terminals last year, have turned things around in this year’s first round of centralized procurement kicked off by the leading telecommunications carrier.
Reporters find out that foreign mobile phone makers have won more than half of the share in recent centralized procurement, indicating that China Mobile has adjusted its philosophy in terms of the development of TD-SCDMA terminals, pointed out an insider who declines to reveal his name, saying that the company is not satisfied about current situation for the distribution of TD-SCDMA mobile phones.
A top executive of China Mobile opens out that the sales volume of TD-SCDMA terminals is small, indirectly confirming the report, saying that TD-SCDMA mobile phones have bad quality and high prices.
In the opinion of a researcher of iSuppli, China Mobile has changed its strategy to snatch market share and enlarge user base through low-end TD-SCDMA terminals and will improve the brand influence and boost the sales volume of TD-SCDMA mobile phones through the promotion of flagship terminals.
At the end of 2010, a domestic TD-SCDMA chipmaker has begun preparing for the next year’s centralized procurement of TD-SCDMA mobile phones by China Mobile, since the distribution of TD-SCDMA terminals completely relies on telecom carriers.
The top management of the chipmaker has been determined to win the centralized procurement. However, in February 2011, the announcement of China Mobile about the result disappointed them.
China Mobile has focused on medium- and high-end mobile phones in this year’s first round of centralized procurement while bid winners were all domestic TD-SCDMA terminal makers last year.
The changing philosophy of China Mobile is unfavorable to domestic mobile phone makers, which are mostly oriented to the manufacturing of medium- and low-end TD-SCDMA terminals.
Take the example of upstream chipmaker Leadcore Technology Co., Ltd., its shipment of TD-SCDMA chips topped 13 million in 2010. In last year’s centralized procurement, the company took over half of the share.
In contrast, US IC designer Marvell Technology Group Ltd. (Nasdaq: MRVL) that is oriented to the medium- and high-end TD-SCDMA smart phone market is likely to snatch more than half of the share in the latest centralized procurement.
Whatever strategy China Mobile adheres to, its aim will not change. That is to attract more customers for TD-SCDMA mobile phones. A top executive of Leadcore Technology believes that high-end TD-SCDMA terminals will help China Mobile improve its brand influence. But, to boost sales volume, the company still has to rely on medium- and low-end mobile phones.
(1 USD = CNY 6.51) Source: http://www.nf.nfdaily.cn (April 22, 2011)
Muted group procurement result of TD smartphone in May, indicating backend loaded demand with low SP mix in 2011 [May 24, 2011]
Leadcore, Huawei, and Borqs indicated that China Mobile (CM) procured only 1.2mn TD smartphone (SP) with a minimum order of 200,000 for each model, well below the market expectation of 12mn units with minimum guaranteed order of 800,000 per model. CM has selected six models (three Ophone, two Android, and one feature phone) from Huawei, ZTE, Samsung, Lenovo, Motorola, and Coolpad. They attributed the disappointing central procurement result of TD smartphone to relatively poor quality of phones. That said, Leadcore believes that MIIT has required CM to add 30mn TD-SCDMA subs in 2011 and TD terminal or chipset shipment is likely to be 53mn in 2011. Leadcore is hopeful that feature phone and SP could represent most of the TD phones with fixed wireless terminals at only 3-4mn in 2011. Leadcore expects CM to shift to open channels, which also receives a subsidy through contracts with provincial or local CM subsidiaries; and we predict the mix of open channel and central procurement to increase from 30% and 70% in 2011 to 70% and 30% in 2012, respectively. Similarly, Spreadtrum also expects TD chipset market to reach 45-50mn in central procurement (fixed wireless 35%, feature phone 50%, smartphone 10-15%), and 60mn-70mn units in total (including the open channel). Spreadtrum has seen strong recent demand from open channel. We note that open channel tends to sell more feature phones and fixed wireless phones.
Leadcore and Spreadtrum aim to gain TD market share in 2011
Leadcore believes that it has 50% of TD market share together with Mediatek. Marvell has relocated some of its R&D resources to China and is getting support from OEM. CM would like to give 60% of its SP orders to Marvell. However, in a recent stability test by CM, Leadcore scored at 95% pass rate, with T3G at 93% and MRVL at only 65%.
Rumor: China Mobile Establishes National Handset Procurement Arm [May 27, 2011]
An industry source said recently that China Mobile (NYSE: CHL; 0941.HK) has circulated a memo internally announcing the establishment of a terminals center, to be announced officially in August, that will operate as a national-level handset procurement subsidiary. The operator is currently making necessary internal adjustments in order to transfer staff to the new center.
The new terminals center will be operated like a division of China Mobile, overseen directly by China Mobile headquarters, and will focus on terminal procurement and sales. The center will be comprised of several departments, including products, procurement, marketing, channels, systems support, general services, and finance. While it is being referred to internally as the “mobile terminals center,” externally it will operate like a company.
Previously, the source said, China Mobile’s headquarters had been separate from provincial-level procurement operations, which it will now unify under the new terminals center. If a handset manufacturer is not on the center’s supplier list, it will be unable to promote its handset through provincial subsidiaries.
Earlier reports claimed that China Mobile had planned to transform handset distributor Topssion, which it acquired in March, into a terminal sales subsidiary.
Borqs Unveils Latest OPhone Handsets at 14th China Beijing International High-tech Expo [May 20, 2011] (emphasis is mine)
With the coming of the World Telecommunications Day, the 14th China Beijing International High-tech Expo (the Expo) opened at China International Exhibition Center from May 18th to 22nd, 2011. This Expo was co-organized by several state departments of China, including the Ministry of Science and Technology, Ministry of Commerce, Ministry of Education, and Ministry of Industry and Information Technology. Many innovative enterprises participated into the Expo with their innovation achievements. Borqs, one of the members of China’s National Special Key Projects, were also invited and exhibited the new serial of TD smartphones running on OPhone OS 2.0 or higher.
From “Made in China” to “Created in China”, and then to “China Standards”, enterprises based in Zhongguancun have always been committed to innovation and development since their establishment. As technology advancement and industry transfer are seen everywhere around the world, China Mobile developed and launched the first 3G standard in China, TD-SCDMA, a decade plus ago. As of today, China Mobile has maintained 61.9 million 3G mobile users as well as 26.99 million TD-SCDMA users. Recently, Mr. Jianzhou Wang, the Chairman of China Mobile, pointed out that TD system was no longer a test network but a commercial one covering 656 cities around China with the joint efforts of China Mobile and its industry partners from within and outside the country. Especially, the TD-SCDMA industry chain has emerged in recent years,, consisting of near 50 telecommunication enterprises, including many manufacturers and providers of network, terminals and chips, in and outside China.
OPhone OS is closely related to TD. Up to now, OPhone smartphones account for 50% of TD smartphones. At the Expo, a wide range of TD terminals are exhibited, including many new OPhone-based models. Following its receiving recognition from the state officials at the prior 11th Five-year Plan Major Science & Technology Achievements Exhibition, OPhone OS continued to be all the rage and attracted many visitors at the Expo.
TD-LTE Industry Briefing – May 2011 by China Mobile [May 27, 2011]
TD-LTE Large Scale Trial in China Update –All 6 Cities Have Launched Base Stations
- All 6 cities have launched base stations. The number of launched Base Stations has reached 20% of the planned ones.
- The planning of continuous coverage in hot spot areas has been completed in all 6 cities. The constructions are under way:
– 78% supporting facilities modification accomplished
– 69% equipments arrived
– 35% equipments installed
- Transmission tests have been completed in several cities
- EPC and Security tests initiated in several cities in April 2011
- RANtests are planned to start in the end of May 2011TD
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GTI Official Website: http://www.lte-tdd.org
The GTI official website was launched during the 1st GTI Workshop [on 27-28 April 2011 in Guangzhou, China]. The website shares the latest information about TD-LTE related News, Events, Reports and Statistics. GTI operators have the rights to access the Working Space on GTI website for technical presentations and further deliverables of GTI.
China Mobile Almost Finishes Pilot TD-LTE Network Deployment [June 7, 2011]
China Mobile, one of the Big Three telecom operators in the country, has completed deployment of a pilot TD-LTE network in most of the cities selected for a planned test, disclosed people familiar with the matter today.
Most of the system equipment makers have completed the first TD-LTE call in cooperation with the branches of China Mobile, according to one of the people, noting that additional telecom equipment makers are expected to make a presence in the program for an expansion of the test.
The TD-LTE network test, kicked off on March 24 with the releasing of document from the Ministry of Industry and Information Technology (MIIT), has been going on smoothly reflected by a group of telecom equipment makers’ success in TD-LTE call.
Huawei Technologies Co., Ltd., one of the top-ranking telecom equipment makers in the country, helped launch the first TD-LTE wireless connection in Shenzhen on April 6, facilitating the rollout of high-speed download service and high-definition video service based on the TD-LTE data card.
TD LTE to revolutionize wireless broadband [May 31, 2011] (emphasis is mine)
During the second international LTE conference held in New Delhi, the industry said that it has become imperative to deploy LTE technology to set standards. With numerous benefits of TD LTE, the industry is graping with deployment challenges while early availability of devices has become another area of concern. Bharti Airtel is conducting trial in Chandigarh. The deployment of TD LTE at right time as well as availability of devices will be a challenge, and it is coming out with a lot of hope.
Speaking at the event, J Gopal, Advisor (Technology), DoT said that they are looking forward for this technology to bridge digital divide and facilitate economic growth. With various consumer-centric advantages, TD LTE is becoming an important tool for every operator today while some of them have already begun trials.
“Eventually we see migration from WiMax to TD LTE and significantly there is a global initiative to promote it. India and China are the leading contenders of this technology, which is mature now,” said Sujit Bakre, head, 4G business development and product management (APAC), Nokia Siemens Networks. Large investments have already been done on 2G/3G and now we should leverage voice onto TD LTE, he added. Bakre reiterated that they bagged two commercial deals in Middle-East and Latin America but however couldn’t name the operators.
Puneet Garg, VP, Networks, Bharti Airtel said that TD LTE is a next step towards broadband wireless and is the fastest BWA technology and has become a realty now. “It will make high speed wireless broadband affordable to urban and rural consumers. This technology facilitate low TCO”, he added.
Rajan S Mathews, director general, Cellular Operators Association of India said that broadband is the single big imperative for the country. “As we are poised to be the largest economy by 2050, therefore we couldn’t afford to miss the broadband bus,” he said. Mathews said that the government is aggressively implementing the national policy on broadband and TD LTE is a great opportunity for the country to get into building standards.
20 Operators Have Joined GTI [May 19, 2011]
Following the 1st GTI Workshop, GTI has gained strong momentum. Till May 19th, 20 operators from Europe, Asia, America and Oceania have formally joined GTI.
These 20 GTI operators are:
Aero2, Belltell, Bharti Airtel, China Mobile, Clearwire, Datame, E-Plus, FarEastone, First International Telecom Corp,KT, Omantel, Nextwave, Packet One, Smoltelecom, SoftBank, Tatung Infocomm, Vividwireless, Vodafone, Voentelecom, Woosh.
GTI was formed to promote the TD-LTE ecosystem as a major standard in mobile broadband technology and drive the early development TD-LTE networks. Seven operators including Aero2, Bharti Airtel, China Mobile, Clearwire, E-Plus, Softbank Mobile and Vodafone jointly kicked off GTI activities in February during Mobile World Congress in Barcelona.
GTI objectives are:
1) Energizing the creation of a world-class and a growth-focused business environment;
2) Delivering great customer experience and bringing operational efficiencies;
3) Promoting convergence of TD-LTE and LTE FDD in order to maximize the economy of scale;
4) Facilitating multilateral cooperation between and/or among operators.
GTI has started preparing the 2nd Workshop and initiated the discussions on the technical areas which will be investigated among GTI operators.
Vividwireless joins global TD-LTE promotion initiative [May 19, 2011]
vividwireless a Seven Group Holdings Limited [media-related] company, owns and operates Australia’s first 4G wireless broadband network. vividwireless launched in Perth in March, 2010. The network has since been expanded to cover select parts of metropolitan Sydney and Melbourne, Adelaide, Canberra and Brisbane.
Vividwireless – which presently operates mobile WiMAX networks in capital cities – has joined the Global TD-LTE Initiative (time division long term evolution) launched at Mobile World Congress in Barcelona in February.
GTI, which held its first working meeting in Guangzhou earlier this month, was formed to promote the TD-LTE ecosystem as a major standard in mobile broadband technology and drive the early development TD-LTE networks. Its founding members were ChinaMobile, Bharti Airtel, Softbank Mobile, Vodafone, Clearwire, E-Plus, and Aero2. Vividwireless says it was invited to join at the launch.Commenting on the launch of GTI at the time, Julien Grivolas, principal analyst at Ovum said: “A certain scale for LTE TDD was guaranteed by strong support from China Mobile, the largest operator in the world. However, as TD-SCDMA [China’s 3G mobile standard] proved to its cost, this is not necessarily enough to make LTE TDD technology a global success. China Mobile consequently considered it strategically vital to garner support from other key players.”
He added: “This LTE TDD evangelism started years ago, often behind the scenes, and finally came to fruition with the creation of the GTI. As a consequence, the main merit of the GTI announcement really lies in the official support for LTE TDD (and better harmonisation with LTE FDD) from a number of international players.
“With heavyweights such as China Mobile, Bharti Airtel, Softbank Mobile, and Vodafone Group – serving more than 1.1 billion subscribers in total at the end of 2010 – the GTI is certainly heading in the right direction. However, to further contribute to the virtuous cycle that the GTI aims to fuel, the organisation remains fully open to all operators and technology vendors interested in promoting LTE TDD.”
Vividwireless said that the GTI would “organise a series of activities to bring TD-LTE operators and vendors together to share development strategies and technology know-how, expediting the development of terminals and fostering global roaming and low-cost terminals.”
Vividwireless trialled LTE in Sydney earlier this year and says “The trials…demonstrated that TD-LTE can deliver wireless broadband that is faster than ADSL2+, with peak speeds as high as 128Mbps and consistent ‘real world’ speeds between 40 – 70Mbps.”
Following the trial the company said it was sufficiently impressed to consider using TD-LTE rather than WiMAX for its planned major east coast network rollouts. CEO Martin Mercer said “The technology is far more mature than we had expected. The Huawei SingleRAN solution [used in WiMAX mode in Vividwireless’ networks today] is basically ready to go today and is at a price point that would enable us to take service to market at prices comparable to what we offer today.
“We could deploy this technology in our east coast rollout and provide customers with services superior to those we provide today and equivalent prices. The question for us now based on the results of the trial is: do we rollout TD-LTE on the east coast…and do we deploy it in other markets as well?“
vividwireless First To Trial 100Mbps Broadband TD-LTE In Australia [Nov 10, 2010] (emphasis is mine)
Leading 4G wireless broadband provider, vividwireless, today announced the first
Australian trial of superfast mobile wireless broadband – TD-LTE – (Time-Division
Duplex Long Term Evolution) which can deliver peak speeds of more than 100Mbps.
vividwireless CEO Martin Mercer said the trial with technology partner Huawei Australia
was part of the company’s continuing technology roadmap assessment.“vividwireless is trialing the advanced TD-LTE technology to evaluate and determine the
very best mobile voice and broadband service to meet our customers’ future needs.
vividwireless is determined to ensure that it retains its ranking as Perth’s fastest wireless
broadband provider,” he said.Huawei’s global experience with the technology has found TD-LTE can deliver wireless
broadband that is much faster than ADSL2+, with peak speeds of more than 100Mbps.
The trial will cover the market readiness of TD-LTE, including the technology’s capacity,
coverage and ‘real world’ performance.“Demand for high speed wireless connectivity is increasing rapidly. Customers want fast,
reliable HD video streaming, gaming, communications, transactions and other
entertainment to be available wherever they are,” said Mr Mercer.“Our current network satisfies this demand and this trial will help us to ensure that we
continue to be Australia’s leading wireless broadband provider,” he added.The trial will commence in December 2010 in inner-city Sydney around Redfern, as well
as Western Sydney around Horsley Park. These locations will allow vividwireless to test
the performance of the technology in high demand, high density, inner city conditions
such as apartments and cafes, as well as suburban conditions.Huawei Australia Chief Technology Officer Peter Rossi said, “Having worked with
vividwireless in rolling out its Perth network and the initial footprints in Sydney,
Melbourne, Adelaide, Canberra and Brisbane, we are delighted to be working on this
TD-LTE trial.“Huawei’s SingleRAN solution allows vividwireless to make a smooth transition from
WiMAX to TD-LTE to suit its network requirements, and with Huawei holding the title of
the world’s number-one LTE essential patent holder, vividwireless will always have a
cutting-edge mobile network,” he concluded.
Ovum encourages operators in developed countries to be pragmatic [May 6, 2011] (emphasis is mine)
Ovum has highlighted the potential of LTE TDD on many occasions, but has also pointed out the various challenges it faces. In particular we have highlighted that the current status of the device ecosystem may negatively impact the pace of rollout. Devices are always a crucial success factor for any kind of technology, but for LTE TDD they are even more important. This is largely due to the fact that most of the operators that have announced aggressive LTE TDD plans are based in emerging markets (China, India, and Russia).This means that low-cost devices will have to be made available quickly to serve these markets. In that sense, the creation of the Global TD-LTE Initiative at Mobile World Congress 2011 is a step in the right direction.
Launch of the GTI accelerates ecosystem development
In February 2011, China Mobile, Bharti Airtel, Softbank Mobile, Vodafone, Clearwire, E-Plus, and Aero2 officially launched the Global TD-LTE Initiative (GTI). The organization will focus on promoting the fast development of LTE TDD technology, promoting the convergence of LTE TDD and FDD modes to maximize economies of scale, and sharing the ecosystem with other TDD technologies, such as the Japanese eXtended Global Platform (XGP) technology.
In the mobile telecoms industry, scale is vital – something that WiMAX can testify to. A certain scale for LTE TDD was guaranteed by strong support from China Mobile, the largest operator in the world. However, as TD-SCDMA proved to its cost, this is not necessarily enough to make LTE TDD technology a global success. China Mobile consequently considered it strategically vital to garner support from other key players (as stated in our report TD-LTE, China Mobile’s long-term engagement with ‘TD’, OVUM051850). Attracting vendors’ interest was the easy part given China Mobile’s size, but making sure that other operators would consider the LTE TDD option required more imagination. This LTE TDD evangelism started years ago, often behind the scenes, and finally came to fruition with the creation of the GTI. As a consequence, the main merit of the GTI announcement really lies in the official support for LTE TDD (and better harmonization with LTE FDD) from a number of international players. With heavyweights such as China Mobile, Bharti Airtel, Softbank Mobile, and Vodafone Group – serving more than 1.1 billion subscribers in total at the end of 2010 – the GTI is certainly heading in the right direction. However, to further contribute to the virtuous cycle that the GTI aims to fuel, the organization remains fully open to all operators and technology vendors interested in promoting LTE TDD.
China Mobile will not be the first to launch commercial LTE TDD services
The GTI launch event in Barcelona confirmed what we expected (see the report Global opportunities for LTE TDD, OT00063-016): with a launch expected in 2012, China Mobile will not be the first operator in the world with commercial LTE TDD services. However, it is true that the operator’s large-scale trial networks to be deployed in seven cities in 2011 will be much bigger than the majority of LTE (TDD and FDD) commercial networks available at that time.
Among the LTE TDD frontrunners, the GTI event confirmed Aero2 from Poland as a candidate to become the first with commercial services, in as early as May 2011. The operator will use equipment from Huawei to construct a converged LTE FDD/TDD network. Softbank Mobile also unveiled plans to commercially launch LTE TDD services in Japan before the end of 2011. Like Aero2, the Japanese operator will use the 2.5GHz spectrum band. Softbank Mobile recognizes that the timeline set for its LTE TDD project is aggressive, but claimed that it has full confidence in vendors to overcome the various challenges. In Softbank’s opinion, LTE TDD is better suited to handle mobile data services. This is because the technology’s asymmetric nature fits well with mobile broadband data usage patterns and because of the greater technical efficiency of LTE TDD versus LTE FDD in terms of smart antenna systems. Finally, the official support of LTE TDD by Bharti Airtel means that there are now three 2.3GHz broadband wireless access spectrum owners committed to rolling out the technology in India. Speaking at the event, the CEO of Bharti Airtel, Sanjay Kapoor, stated that support from operators in India and China will ensure scale for LTE TDD and definitely signals the end of WiMAX’s hopes.
Ovum encourages operators in developed countries to be pragmatic
So far, operators have continued to favor the FDD variant of LTE, especially in developed markets. However, we recommend that these operators, which sometimes own unused TDD spectrum, closely monitor the development of the LTE TDD market. The reason is simple: given the rise of data traffic, all spectrum is valuable. They should continue to adopt a very pragmatic approach to LTE TDD. This consists of ensuring LTE FDD/TDD integration into network equipment now and into devices once the LTE TDD device ecosystem is sufficiently mature. If LTE TDD becomes widely adopted, by 2014-15 LTE FDD operators may well be tempted to leverage LTE TDD cost benefits to add extra capacity to their networks.
The E-Plus Group, China Mobile and ZTE sign a MOU for TD-LTE field trial in Germany [Feb 14, 2011]
The E-Plus Group, China Mobile Communications Corp. and ZTE will work together to launch a TD-LTE field trial in Germany in Q1 2011. The trial is based on 2.6 GHz spectrum that E-Plus acquired in the German spectrum auction. China Mobile, with its leading position and rich experience in the operation and maintenance of TDD networks, will empower this trial. ZTE will provide base stations developed on the advanced SDR platform and co-siting solution of LTE FDD/TD-LTE, which is a breakthrough in the industry.
The E-Plus Group is the third largest mobile network operator in Germany. The E-Plus Group has been one of the most innovative mobile operators during years. After revolutionizing the mobile voice market for larger user groups E-Plus is now opening the mobile data market for the masses with low-priced data tariff schemes and the roll-out of a HSPA+ network with speeds up to 21.6 Mbps. On top of the high speed mobile data network roll out, E-Plus will now test TD-LTE in the field. The E-Plus Group is one of the founding members of the Next Generation Mobile Networks (NGMN) Alliance.
The E-Plus Group and ZTE agreed and scheduled a field trial program for 2011 consisting of several streams to investigate the capabilities of ZTE’s commercial SDR equipment and best utilisation of the spectrum holdings of E-Plus in 1.8 GHz, 2.1 GHz and 2.6 GHz, both TD-LTE and LTE FDD.
China Mobile claims the largest number of mobile subscribers in the world. From TD-SCDMA to TD-LTE, China Mobile is devoted to promoting TDD industry being equipped with rich experience in TDD network deployment. Furthermore, China Mobile is pro-active in TDD technology globalization and convergence of TD-LTE and LTE FDD industry by seeking cooperation with overseas operators in Europe, Asia, America and Australia.
With joint effort of the E-Plus Group, China Mobile and ZTE, this trial will not only demonstrate the latest progress of TD-LTE/LTE FDD convergence in standards and industry development, but also lay an excellent ground for the full commercialization of TD-LTE.
About the E-Plus Group
The E-Plus Group is the challenger on the German mobile communications market. Simple services tailored to customer needs and a major reduction in call and data charges can be traced back to the initiative of the third-largest mobile network operator in Germany. After revolutionizing the voice market for larger user groups now the company opens the mobile data market for the masses by its massive network roll-out and highly attractive low-priced data tariff schemes. As a result of innovative business models, modern structures and strong partnerships the E-Plus Group was able to significantly strengthen its market position and show a more dynamic and profitable development than the market. Since 2005 E-Plus Mobilfunk GmbH und Co. KG has developed into a family of brands offering target group-specific services and thus breaks new ground in mobile communications in Germany. More than 20 million customers are using the network of the E-Plus Group to make calls and send text messages or data. The Group generates an annual revenue of €3.2 billion (2010) and employs more than 2,500 people (FTE) in Germany.
326 Million Dual-Mode 4G Devices to be Activated by 2016 [May 31, 2011]
326 Million Dual-Mode (3G + LTE) Devices will be Activated by 2016 according to Maravedis’ latest research titled “Global 4G Device Forecast 2011-2016”.
“All LTE devices activated during 2010, including USB data cards, modems and notebooks, were single-mode,” said Cintia Garza, author of the report. “However, LTE+3G smartphones have emerged during 2011 as more LTE operators begin to add LTE to their device offering, in particular smart phones whose adoption will be key to LTE uptake.”
In the United States, Sprint’s early success with WiMAX smart phones suggests a very promising uptake for LTE smart phones. Many other carriers around the world are also looking at introducing smart phones in their LTE device portfolio by the end of 2011, such as NTT DoCoMo (Japan), and Yota (Russia).
“By 2013, more than 50% of LTE devices activated worldwide will support both FDD and TDD duplex modes, once TD-LTE deployments consolidate in China, India, Malaysia, Korea and other APAC countries,” continued Garza. “On the other hand, 75% of the LTE devices will support legacy systems (2G/3G) and 9% will support WiMAX technology; these devices will mainly include smart phones, tablets and USB dongles”.
Tablets are also one of the most promising devices in the 4G device market. Maravedis’ report predicts tablet shipments will grow from 46 million in 2011 to nearly 150 million by 2016. Apple iOS is expected to remain the most popular tablet for the coming years, reaching 46% market share by 2016.Additional Research Findings:
- 260 million dual-mode (TD LTE + FDD LTE) devices will be activated by 2016
- Android will account for 48.5% of the smart phone market, Windows 21% and iPhone (iOS) 16.5% by 2016.
- APAC and Europe will account for the largest number of smart phones and tablets activated by 2016.
- By 2016, 95% of the tablet installed base will be 3G/4G enabled.
Source:Maravedis
LTE Subscriptions to Experience Growth of over 3,400% Between 2011 and 2015 [June 9, 2011]
Between mobile applications, data, voice, and streaming and broadcast video, global wireless bandwidth usage has increased ten-fold since 2008, and there are no signs of it stopping. This obsession to connect anywhere, any time, on any device, viewing any type of digital content is about to have a very real and sudden impact on the wireless world. In-Stat (www.in-stat.com) forecasts that LTE subscriptions will experience a 3,400% explosion of growth between 2011 and 2015.
“Although there are regional variations in the adoption of cellular services, due in part to current available technology, LTE will clearly be the 4G service of choice moving forward,” says Chris Kissel, Analyst. “3G will remain the predominant service subscription, also with robust growth, but over the next 5 years things will trend toward LTE as 4G service availability is ramped up.”
Recent research by In-Stat found the following:
- North American FDD-LTE subscriptions are set to increase roughly 2100% from 2011 to 2015. In 2015, the ratio of North American FDD-LTE subscribers to TDD-LTE subscribers will be almost 14 to 1.
- 3G subscriptions remain dominant with WCDMA technology capturing 26% of 3G subscriptions. CDMA Rev B will be the smallest segment of the 3G technologies based on subscriptions.
- 2G service subscriptions will peak in 2012, then they will begin a slow decline during the remainder of the forecast period.
- More than half of all new deployments are LTE.
Mobile broadband subscribers overtake fixed broadband [June 7, 2011] (“in the text” emphasis is mine)
Market research firm Infonetics Research today released excerpts from its latest Fixed and Mobile Subscribers market forecast report
ANALYST NOTE
“As we predicted, mobile broadband subscribers surpassed wireline broadband subscribers in 2010 (558 million vs. 500 million). Fixed-line services are not dead, though, especially with China giving a boost to the worldwide wireline broadband base with its massive fiber-based program led by the Chinese government, which has set a 20Mbps benchmark for all broadband subscribers, where most today receive 2Mbps to 3Mbps at best,” notes Stéphane Téral, Infonetics Research’s principal analyst for mobile infrastructure.
FIXED AND MOBILE SUBSCRIBERS MARKET HIGHLIGHTS
- Infonetics forecasts the number of mobile phone subscribers to grow to 6.4 billion in 2015 (the current global population is 6.9 billion)
- In 2010, Asia Pacific accounted for nearly half of all mobile subscribers
- The number of cellular mobile broadband subscribers jumped almost 60% in 2010 to 558 million worldwide and should top 2 billion by 2015
- Access lines (residential, business, and wholesale PSTN, POTS, and ISDN connections) are forecast to continue declining, falling to 759 million worldwide by 2015
- As access lines disappear, new forms of wireline broadband continue to thrive; the number of wireline broadband subscribers (DSL, cable, PON, Ethernet FTTH, FTTB+LAN) hit 500 million worldwide in 2010
- WiMAX, in high demand in many regions with inadequate wired infrastructure, remains modest in scale but not growth: despite the global recession, the number of WiMAX subscribers grew 75% in 2010, with more strong growth ahead, reaching 126 million in 2015
- The number of VoIP subscribers (including VoIP over access lines and over other broadband lines, such as cable) is forecast to grow from 157 million in 2010 to 264 million in 2015
- While growth in the number of video subscribers is being challenged by over-the-top (OTT) and free-to-air services, telco IPTV subscribers are forecast to triple between 2010 and 2015, and digital and satellite cable subscribers will see healthy annual growth as analog cable video subscribers continue their inevitable decline
REPORT SYNOPSIS
Infonetics’ report provides worldwide and regional market size and forecasts through 2015 for access lines and fixed and mobile subscribers, including cable broadband, DSL, PON and Ethernet FTTH, residential and SOHO VoIP, telco IPTV, cable video, satellite video, mobile (GSM, W-CDMA, TD-SCDMA, cdmaOne, CDMA2000), cellular mobile broadband (W-CDMA/HSPA, CDMA2000/EV-DO, LTE, WiMAX, phone-based, PC-based), WiMAX (802.16m, 802.16e, 802.16d), and IMS subscribers. See report prospectus for details.
The report includes customizable pivot charts and analysis comparing subscriber types, regional service provider subscriber highlights, fundamental drivers of the market, technology developments, excerpts from Infonetics’ service provider capex reports, and analysis of overall market conditions for service providers, enterprises, subscribers, and the global economy.




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