The recent mobile phone market is the processor, the CPU chip has been used in a number of samsung (the Po) in smart phones. Broadcom CEO Scott mike Greg (Scott McGregor) said, intelligent mobile phone has become a broadcom of an important business.
Dabbling in smart phones processor
When mainstream mobile phone manufacturer rolls out high-end phones, they usually that used the mobile phone, Nvidia or qualcomm Texas instruments (the Po) chip. However, these are not the only chip in cell phones. Samsung and huawei have their own chip products, Intel is also in development related technology. And broadcom also focus on the development of this field.
Earlier, broadcom main production bluetooth, WiFi and other communications chip. In the past few months, the company has started to market in the processor, and broadcom chip integrated application processor and baseband processor.
Mike Greg last week, in an interview, said: "smart phones has become one of the most important broadcom business." He declined to give any more details. But jpmorgan chase recently in a report estimates that the baseband and broadcom application processor has been used in the third of the smart phone samsung.
Jpmorgan chase said, use broadcom chip smartphone including Galaxy Y, Galaxy Mini and Galaxy Ace, etc. These cell phones quarterly sales of about 12 million to 13 million units, which is equivalent to $500 million a year revenue.
In addition, in the smartphone and tablet computers use the WiFi, bluetooth and GPS chip market, broadcom has about 70% of the share. According to the information taken apart IHS iSuppli, new iPad also use broadcom chip. Jpmorgan chase analyst in the report says: "the next few years, broadcom will become mobile phone market of semiconductor/one of the main manufacturers."
Aimed at entry-level products
Wedge Partners analyst Brian Blair (Brian Blair), says that in the last month by mobile world congress in Barcelona (MWC) of observation, he think broadcom has a good prospect. He said: "we had thought, the next 10 years, the most important is the low end of the trend will smartphone. Surprisingly, entry-level products has become very good, and the reason is the one of the YuBo."
Blair said, some without subsidies for $150 smart phone has the low end of two years ago to realize the function of high-end smartphones. These cell phones usually by 1 GHz processor, in addition, it also includes baseband and other communication, and power management chips, and these functions are integrated in the price of $20 to 22 bo TongXin slices.
Before, broadcom aim at end of the market. But mike Greg says, broadcom this year will enter the high-end equipment market. He said: "we will cover the entire market." He admitted that, in the application processor and high-end modem areas, such as application of equipment in 4 G chips, broadcom to chase other manufacturers.
Mike Greg also said, Android system is rapid development, but other operating system there is still a certain development space, especially when you consider that Microsoft (the Po) has forced several mobile phone manufacturer for Android mobile payment is a patent license fee.
He said: "one of the challenges facing the Android is Microsoft is targeting all mobile phone manufacturer, request the dinner party 'KaiPingFei'. I think that this is the mobile phone industry facing an interesting challenge."
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