MediaTek TD chips shipped over one million, and domestic 3G terminal leaders have four commonalities

MediaTek TD chips shipped over one million, and domestic 3G terminal leaders have four commonalities

The last two weeks of April are a busy and happy week for TD players. First, China Mobile's TD netbook customization dust settled. 29 netbooks from 17 PC manufacturers such as Lenovo, Haier, HP, and Dell were finally shortlisted. The first 7 models were in the China Mobile business hall and Gome on the last weekend of April. Wait for the store to put on the counter; subsequently, although China Mobile has not officially announced, the news that "ZTE, Yulong Coolpad, and LG three companies have entered the first batch of China Mobile's first TD deeply customized mobile phones" is still spreading.

Good news for TD came one after another. Luo Zhongsheng, general manager of ZTE ’s TD-SCDMA product line, later revealed in an interview with the media: As of now, ZTE ’s TD data card shipments have exceeded 250,000, and TD mobile phone shipments have also exceeded 180,000—the first brand of TD terminals The status has surfaced; then more people familiar with the matter broke the news: The 4 mobile phones deeply customized by China Mobile all use chips provided by MediaTek. Up to now, the cumulative shipment of MediaTek TD chips has exceeded 1 million sets.

Careful persons have discovered that Chinese companies have continued their outstanding performance in the previous two TD terminal tenders. However, there are still some industry commentators who believe that the current opportunity for Chinese companies to take the lead in the TD terminal industry chain is due to the “early moon in the near-water tower”.

Is it just that?

There are four common characteristics of leading companies

In fact, in all areas of the TD terminal industry, whether it is ZTE, which leads the mobile terminal, or MediaTek, which is a leader in chips, and Himtone, which is a leader in the IDH field, etc., although its field, The qualifications of enterprises are quite different, but they have four identical corporate genes in the matter of TD.

First of all, these companies have maintained a good continuity of investment in TD R & D. ZTE is one of the earliest companies in the TD business in China. Since 2003, it has never stopped investing in TD; MediaTek has accumulated more than 3 billion in the past four years. Even at the end of 2008, the company encountered global finance. When the crisis hit severely, he still firmly stated that "TD will be the top priority of the company's R & D work in 2009, and TD R & D investment will only increase but not decrease." MediaTek spokesman Yu Mingduo believes that it takes a long-term determination and courage to see one thing right. It is not easy to get good results if you suffer or lose too much and short-term gains and losses.

Secondly, these leading companies' behavior style is to talk less and do more-over the years, public opinion and domestic enthusiasm for TD has continued to decrease, but looking back, those companies that have been in the public opinion may not finally be able to hand over the order. A satisfactory answer. Taking chip companies as an example, today, MediaTek has the most complete TD chip product line in the industry: this includes LeMans, the most mature TD chip platform on the market, and the fastest TD-HSDPA chip in mass production. Laguna, and the TD-HSUPA chip Laguna-U that supports 2.8M uplink rate and 2.2M downlink rate-in fact, in the process, other peers have claimed more than once that they have made a technological breakthrough "leading to MediaTek", however After the autumn inventory, it was discovered that MediaTek is already in a leading position in terms of product richness or the technology and marketization process of a single product line. People in the industry believe that apart from the objective factors of peer companies, in addition to technical factors, human resources and other objective factors, in fact, the mentality of the company largely determines the final victory and defeat, "If a company or enterprise manager is on other matters Old moving flowers and intestines often waste what they should do. "

Furthermore, these leading companies are regarded as outstanding in their respective fields. On the one hand, due to the support of the existing business, the human and material resources for these companies to invest in TD research and development are fully guaranteed; on the other hand, these companies are good at applying the previous successful experience to the TD field. Luo Zhongsheng, general manager of ZTE ’s TD-SCDMA product line, said: "ZTE has cooperated with well-known operators at home and abroad since the 2G era, and has accumulated valuable experience. These experiences have played a very important role in our TD business. The synergies enable ZTE to understand the needs of operators and consumers more deeply and respond quickly to these needs with our more than 6 years of research and development accumulation in the TD terminal field. "

Finally, it is commendable that these companies can keep a clear head when they achieve results. ZTE's ambition is to become one of the world's top five mobile phone manufacturers in the future, so it will obviously not stop at the current achievements; and MediaTek has repeatedly low-keyed to avoid the war of words in public opinion, even when the shipments exceeded one million. "This can only be regarded as just starting."

Where is the next TD wind blowing

There are no constant rivers and lakes, and no constant cities.

"For enterprises in the field of TD terminals, the next year will be a year of hard work and peace of mind"-this is the trend that most people can see right now: the technical evolution and marketization of TD terminal chips in the next year There will be key changes.

First, the technical progress of TD terminal chips will show two important trends.

On the one hand, from a vertical perspective, TD-HSDPA will become the focus of market competition in 2009, which can be seen from China Mobile ’s third bid for TD network equipment. It is expected that by the end of 2009, 2.8M bps TD-HSDPA will be widely popularized in the market, and then TD-HSUPA will become a new market hot spot-by then TD's advantages in network speed and resource cost savings will initially appear Therefore, it is likely to become a watershed in the development of TD terminals.

On the other hand, from a horizontal perspective, the form of TD terminals will not be limited to mobile phones or handheld devices, "For example, the recent development of TD netbooks and Internet cards in some places is quite good, which means that for companies in the terminal field Many development opportunities also put forward higher requirements on the technical capabilities and market resilience of enterprises. "On April 10, ZTE Corporation released the" Very Good Meeting "3G strategy in Beijing, and launched mobile phones, netbooks, and mobile phones for the global market. Nine categories of 3G terminal products, such as Internet cards and digital photo frames, make ZTE the "most versatile" Chinese 3G terminal company.

In terms of the marketization process, whether the promotion of TD terminals will change from operator customization to social channel promotion is also a topic of great concern. In fact, in the summer of 2008, China Post, one of the country's largest mobile phone channel providers, joined the TD-SCDMA industry alliance, and MediaTek, which joined the TD alliance in the same period, also has rich successful experience in marketization, so this topic has already caused various guess. According to media reports, China Mobile will also include cooperation with channel providers in its TD in-depth customized mobile phone project.

"The marketization of TD terminals requires the joint efforts of all links in the industry chain, and timing selection will also be a key issue," Yu Mingduo said that in the past, some people believed that MediaTek would still follow the previous Turnkey SoluTIon model in the TD field. The core of MediaTek ’s successful business model is to help customers meet the needs of end consumers. Turnkey is only the way and method adopted in the specific market environment at that time, not fundamental. Turnkey may not be suitable for the development needs of the TD industry at this stage. "

In addition, TD "going out" will also be another topic of great concern in the process of marketization. In early April, the Taiwan media disclosed that the two sides of the strait will cooperate to form a TD experiment network in the local area.

Of course, seeing the opportunity does not mean that everyone can seize the opportunity. Even for the current leader, "This number (selling 1 million sets) is certainly an incentive for us, but we are clearly aware that this can only be regarded as just getting started. We ca n’t have any slack for this. "Said Yu Mingduo, a spokesman for MediaTek.

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