星期日, 8月 09, 2009

The mother of shanzhai mobile - the fastest growing ic design house

Lesson 1 -
It starts from CD-ROM drives to DVD ROM drives/Players (the first tier co. lose lot of market and revenue, include Big-brand: Pioneer, Plextor, Sony, LG, Philips).
Consumer benefit: NTD$15000 DVD players -> NTD$1500

Lesson 2 -
Now it's the No. 2 Phone chipset maker. (1st is QCT).
Base on Feature phone[Low end] -> Extends to Smartphone[High end] (For those big brand or cost management not good enough niche based Phone maker will be impacted seriously soon: Nckia, Sumsung, hTO?)
Consumer benefit: NTD$25000 heavy mobile -> NTD$2500?

reference: Economist MediaTek and mobile-phone chips
Fabless and fearless.

ambitious TAIWAN!

沒有留言: