话题:中国移动或与联发科成立合资公司 务实推动TD发展
9月1日消息,据台湾媒体报道,中国移动将与联发科在大陆合资成立新公司,生产TD-SCDMA关键零部件。预计一旦TD市场做大,中国移动所采购的3G和2G手机,都将以联发科芯片为主要来源。

        分析人士认为,中国移动此举将有推升联发科坐上全球手机芯片一哥的宝座。联发科依靠山寨机市场,成为大陆手机芯片龙头,逼退德仪与飞思卡尔(Freescale)等欧美手机芯片商退出大陆市场。

        外资预估,联发科8月营收将挑战110亿元的历史新高,其出货量将与全球手机晶片龙头高通(Qualcomm)相当。

        由于大陆是全球最大手机市场,约有6.5亿的规模,是美国与欧洲加起来的总和,一旦联发科与中移动联手,联发科有机会挤下高通,成为全球手机芯片一哥。

        消息人士指出,中国移动与联发科合资力推的TD公司,将由中移动占据七成以上的股权。

        中移动希望通过与联发科合资企业,直接开发所需要的定制芯片,帮助中移动在TD上提供更多的增值服务;而中移动所采购的终端手机,也优先使用联发科芯片,有助联发科TD营收与市场占有率的扩大。

        联发科发言人昨(8月31日)日表示:“近期并没有这项投资计划,与中移动之间纯属一般性的合作。”

        据了解,联发科董事长蔡明介与中移动总裁王建宙上周会面时,中移动主动与联发科谈合资新公司,希望以此营运模式推动TD。不过,当时联发科仅说明,双方针对TD与4G 技术(TD-LTE)等议题进行全面交流,并切入4G领域,成为战略合作伙伴。

        王建宙多次提及联发科在芯片上的研发能力,并称许联发科有能力,将手机功能都内建在芯片上,希望藉此降低TD手机的价格,刺激TD市场的起飞。中移动已拿出人民币6亿元,提供宏达电等11家手机厂进行研发生产,目前TD手机约有50款,明年目标是200款。

        联发科目前是大陆手机芯片龙头,也是大陆主要TD-SCDMA芯片供应商,其他切入大陆TD芯片厂商还包括:美商恩智浦(NXP)、当地的展讯科技,及北京大唐电讯所投资的联芯科技等。

王绍福 发表于 2009-09-30 17:34
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