Digi Times — Pure-play foundry Taiwan Semiconductor Manufacturing Company (TSMC) is expected to see 50% of its 2016 revenues generated from orders placed by its fabless customers based in China and Taiwan, according to industry sources. TSMC used to have more than 80% of its total revenues generated from orders placed by its non-Greater China customers, but the proportion has declined in recent years, said the sources.
Digi Times — Competition among smartphone-use SoC providers is expected to heat up in 2016 as companies are gearing up for their new 8- or 10-core solution rollouts. MediaTek will roll out a new series of 64-bit 10-core processors built using 16nm FinFET process technology in the second quarter of 2016, according to industry sources. Codenamed Helio X30, the upcoming 10-core solution will be targeted at the high end of the smartphone market, said the sources.
Digi Times — Shipments of smartphone-use application processors in China are expected to grow 14.6% sequentially to 161 million units in the fourth quarter of 2015 as handset vendors are building up inventories to meet year-end seasonal demand in the US and Europe, according to Digitimes Research.
Digi Times — With cooperation with Intel, China-based smartphone application processor (AP) supplier Spreadtrum is expected to start pushing 64-bit 8-core 5-mode 4G products for the mid-range and high-end sectors in the second half of 2015. The China-based supplier is also expected to become the official distributor of Intel’s SoFIA chips in China for 4G smartphones and tablets with phone functionality and is expected to become a big threat to MediaTek and Qualcomm, according to Digitimes Research’s latest report about the China AP industry.
Digi Times — China-based HiSilicon Technologies and Spreadtrum Communications have been aggressively hiring engineering talent at their local offices in Taiwan, according to industry sources. Both HiSilicon and Spreadtrum already have R&D teams in Taiwan, said the sources. Located in Hsinchu, HiSilicon’s Taiwan office has a team of almost 500 R&D engineers engaged in the development of handset chip solutions, the sources indicated.
Leading mobile phone chip suppliers have seen the impact of a price war that has led to consolidation in the sector, according to Shanghai’s China Business News. Taiwan-based chip designer MediaTek recorded a 13% year-on-year sales decline and a 49.2% drop in net profits when reporting its second-quarter results, while US-based Qualcomm saw sales and net profit drop 14% and 47%, respectively, during its fiscal third quarter, the paper said.
Digi Times — Shipments of smartphone application processors in the China market are expected to grow 9.7% and 16% on quarter, respectively, in the third and fourth quarters of 2015, according to Digitimes Research. Overall, China’s smartphone-use AP shipments will increase 23.5% on year to 300 million units in the second half of 2015, Digitimes Research estimated.
Digi Times — Spreadtrum Communications has announced that its quad-core mobile chipset, the SC7730SE, has been adopted by Samsung Electronics in a tablet series designed for launch in India and European markets. The SC7730SE is now shipping in the Samsung Galaxy Tab E tablets which will be available with WCDMA (SM-T561 series) and Wi-Fi (SM-T560 series) features.
PRNewswire — SHANGHAI: Spreadtrum Communications (“Spreadtrum”), a leading fabless semiconductor company in China with advanced technology in 2G, 3G, and 4G wireless communication standards, today announced that its quad-core mobile chipset, the SC7730SE has been adopted by Samsung’s tablet products that combine advanced features with affordability and portability, designed to launch into India and European markets.
Digi Times — The global smartphone applications processor (AP) market registered a solid 20% year-over-year growth to reach US$5.3 billion in the first quarter of 2015, according to Strategy Analytics. Qualcomm, Apple, MediaTek, Samsung LSI and Spreadtrum grabbed the top-five revenue spots in the global smartphone AP market in the first quarter of 2015, said Strategy Analytics.
Shipments of smartphone-use application processors in China are expected to reach 122 million units in the second quarter of 2015, up 17.6% sequentially and 18.4% on year, according to Digitimes Research. Among the top-three AP suppliers in China, MediaTek, which saw its market share slide to 46.8% in the first quarter of 2015 due to competition from Spreadtrum Communications in the 3G segment, is expected to ramp up its share to 48.4% in the second quarter, buoyed by rising shipments of LTE and 3G products, said Digitimes Research.
Spreadtrum Communications has announced that its quad-core mobile chipset, the SC7730ST, and its dual-core mobile chipset, the SC7727S, have been adopted by Samsung Electronics in a series of tablets and smartphones. The SC7730ST is now shipping in Samsung’s Galaxy Tab 3 V tablets, which are 7-inch models available with WCDMA (SM-T116 series) and Wi-Fi ( SM-T113 series) features. These tablets, designed with Spreadtrum’s 1.3GHz quad-core processor, feature a 7-inch WSVGA display, a 2MP camera, 8GB internal memory and 1GB RAM, a 32GB MicroSD slot and extended battery life of up to eight hours on video playback.
After lagging behind its rivals in chip development for mobile devices, US chipmaker Intel has been gearing up to assign more resources to enter the low- to mid-range mobile communications chip turf by joining forces with Chinese counterparts, Guangzhou’s 21st Century Business Herald reports. In turn, a move by Intel to cooperate with Spreadtrum Communications and Fuzhou Rockchips Electronics is expected to help the two Chinese integrated circuit designers take on competition from Taiwan-based counterpart MediaTek in the mobile communications chip market.
China-based Spreadtrum Communications expects to enjoy significant growth in shipments for 3G and 4G LTE smartphones in 2015, according to company chairman and CEO Leo Li. Sales generated from the company’s smartphone solutions are set to account for more than 40% of its overall revenues during the year. Spreadtrum shipped about 200 million smartphone chips in 2014, said Li, adding that it has specialized in the design of low- to mid-range smartphone chip solutions.
Spreadtrum Communications has introduced two new quad-core SoC platforms, the SC9830A, which supports 5-mode LTE, and the SC7731G, which supports WCDMA. Both solutions were designed with 28nm process technology. Spreadtrum has achieved volume shipments of these new smartphone solutions, which are now shipping in handsets launched by leading global brands designing smartphones for both China and global markets, the company said.
Intel has closely cooperated with China-based IC design houses Spreadtrum Communications and Rockchip Electronics to promote its platforms in the China market in order to compete with Qualcomm and MediaTek for smartphone- and tablet-use chip solutions, according to Taiwan-based supply chain makers. Intel is set to ship 44 million tablet processors in 2015 and the volume is estimated to account for one-third of non-Apple tablet shipments.
In the China market, China-based vendors have a significant advantage in pricing for TD-LTE smartphones compared with international vendors and therefore are seeing combined shipments that soon stand a chance of exceeding international vendors, according to China-based handset supply chain makers. Qualcomm, Marvell, Taiwan-based MediaTek and China-based Spreadtrum Communications have offered multi-mode and multi-band TD-LTE chips solutions in hot price competition, the sources said.
Intel (NASDAQ:INTC) confirmed today that it’s paying RMB 9 billion (US$1.47 billion) to take a 20 percent stake in Chinese chip-maker Spreadtrum (NASDAQ:SPRD). Spreadtrum is part of Beijing-based Tsinghua Unigroup. That’s the state-owned spin-off of the renowned Tsinghua University, which owns the CPU maker as well as RDA Microelectronics. “The purpose of the agreements is to expand the product offerings and adoption for Intel-based mobile devices in China,” says today’s announcement by the company.