Digitimes Research: Taiwan handset solution revenues grow 30% on quarter in 2Q12
Eric Lin, DIGITIMES Research, Taipei [Friday 17 August 2012]
Combined revenues of handset related solutions generated by Taiwan-based IC design houses grew 30% sequentially to NT$13.7 billion (US$456.36 million) in the second quarter of 2012, according to Digitimes Research.
In terms of applications, sales of 2G handset chips totaled NT$6.66 billion in the second quarter, inching up 1% from the previous quarter, while those of 3G solutions, mainly from MediaTek, reached NT$7.03 billion, increasing 79.2% on quarter.
Although VIA Telecom also boasts production lines for 3G solutions and application CPUs, its sales account for only a small portion of Taiwan's overall IC design industry.
MediaTek's launch of a 3G solution, the MT6575, contributed significantly to the sequential growth in the second quarter. Meanwhile, demand for the dual-core 3G solution, the MT6577, released in late June, has been strong.
Although shipments of 2G chips from MediaTek and MStar Semiconductor in the second quarter were maintained at first-quarter levels, the 2G solutions face increasing challenges for further market expansion, since the market has shifted focus to smartphones.
The merger between MediaTek and MStar will bring competitive advantages in terms of market and technology developments that will enable the merged company to compete neck and neck with Qualcomm and other international players.
Digitimes Research: Taiwan makers see decrease in 4Q12 handset shipments (Jan 8)
Digitimes Research: Taiwan makers to ship over 17 million handsets in 4Q12 (Nov 2)
Digitimes Research: Taiwan makers see decreased 3Q12 handset shipments (Oct 23)
Qualcomm announces new quad-core Snapdragon S4 processors with reference design counterpart for smartphones (Oct 1)
IC vendors experiencing influx of orders (Sep 3)
Handset vendors unlikely to benefit from indoor location-based service, say sources (Aug 28)
MediaTek expects flat August revenues due to wafer shortages (Aug 22)
Competition in smartphone market to heat up in peak season (Aug 20)
MediaTek assures steady RF chip shipments in 3Q12 (Jul 23)
Digitimes Research: Merger with MStar to boost MediaTek presence in digital TV segment (Jun 26)
MediaTek 2Q12 sales expected to meet guidance (May 15)
MediaTek lands short lead-time orders for handset solutions, say sources (Mar 3)
MediaTek reiterates 3G chip shipment goal for 2012 (Feb 20)
MStar sees 8-13% sales drop in 1Q12 (Feb 10)