“In the world, sold 36 per second Qualcomm chips.” Qualcomm (Qualcomm) Paul Jacobs, chairman and CEO in early June in “The Wall Street Journal” published on the Conference organized by the D8, said. This figure shows the high pass as the world’s largest wireless chip provider’s strength. According to research firm Strategy Analytics, the global statistics in the field of wireless base-band, high pass to the 2009 already has nearly 40% market share, is the second MediaTek (MediaTek, called MTK) twice. Of course, MediaTek is still a hero wireless chips. In 2009, its revenue, profit both reached a new high, is the world’s top 10 IC design companies in the very small number of revenue growth, with a global ranking rose to No. 5 from No. 4 (according to iSuppli data), and for the first time among the world’s top 15 semiconductor companies in the world. June 15, MediaTek chairman Tsai Ming-Kai at the shareholders meeting that “a good index of the second half of the economy”, China and other emerging mobile phone market quite well, a lot of positive factors to promote the emergence of mobile consumer, “couplet Fake Future operations will have no small help. “No most powerful opponent of the war battleIt is this two-chip design company, may be continued to dominate the wireless chip market in the main. In the evolution of intelligent wireless terminal, the chip has the advantage of computing into the business opportunity, the traditional wireless communications chip companies adjust their strategies, mergers and acquisitions, many of them joined forces, but the “China Electronics News” correspondent that, no matter how the process to finally end the era of mobile Internet firm foothold in the chip area, it is likely that only two companies: one is to lead the market with sophisticated technology companies, one is with a high degree of integration, performance and low cost to maintain the excellent balance of business. The Qualcomm and MediaTek is just able to see these two types of company representatives. From now on it seems, Qualcomm and MediaTek is not yet in a competitive level: Qualcomm is the largest provider of 3G chip for WCDMA and CDMA-based, it has by far the world’s most powerful smart phone platform, is currently the largest smart mobile phone chip provider Qualcomm’s Android platform and the WindowsMobile smartphones sold worldwide, especially in Europe and other mature mobile markets. And MediaTek’s current clients is still concentrated in China and other emerging markets to 2G GSM and EDGE chip-based, although there WCDMA chips and smart phones, but there is no scale, MediaTek is currently the most large scale 3G technology TD-SCDMA, while Qualcomm has no such product available … … However, it is undeniable, Qualcomm and MediaTek are each other as the greatest potential “trouble”, Qualcomm fear of MediaTek in the maturing of technology will take away their customers, while the latter is the expansion of emerging high-pass the market’s biggest competitor; MediaTek is more worried about the evolution to 3G, contributed more to the high-pass, but do not do 3G can not form a continuous development and growth, somewhat strategic “entangled.”Qualcomm: firmly in the high-end prospects “look beautiful”“Qualcomm is in the 6 to 7 years ago, on the development of the chip have a clear strategy, smart phones and development strategy is consistent with our overall strategy of the chip, that is highly integrated strategy.” This is the end of last year an interview, Qualcomm’s global marketing and investor relations Bill Davidson, senior vice president of strategy for its smart phone to answer the “China Electronics News” and other media questions. Beginning last year, Qualcomm’s technology for the future layout of the perfect beauty of the flowers began to bloom. If the bedding in the 3G area and efforts were not enough to bring peace of mind through high profits, then (from around the world say, 3G is better than the industry as successful as originally anticipated, which, 3G stand by those who knew the input), The sudden outbreak of smart phones (iPhone is a strong force to be recognized) allows high-pass unexpected riches. Have to admit, Android and WindowsMobile operating system such as the first beneficiaries of war Qualcomm. According to Qualcomm’s own statistics, the majority of the world and the WindowsMobile platform based on the Android smart phone use the Qualcomm chipset solution. Currently in the major operating systems, Qualcomm’s relative weakness is not supported Symbian, but with the Nokia 2008 high through the end of protracted litigation with the two sides and well into the period. In 2009, Nokia 3G/3.5G design award awarded Qualcomm, Qualcomm agreed to its MSM7000 and 8000 Series platform porting Symbian OS, Nokia’s first mobile phone using Qualcomm chips is expected to be launched in 2010. With the launch of this phone, if the two sides into the “honeymoon period”, but will allow even more powerful high-pass. Qualcomm’s chip strategy is highly integrated, including multi-band, multi-standard and multi-functional integration. Although theoretically this high level of integration enables enterprises to reduce the cost of the terminal, but now it seems the user does not appreciate its contribution to the cost. The fact is, smart phones Qualcomm chipset powerful multimedia performance and so expression (performance) win its Snapdragon chip platform has been launched into the third generation, with more than two-GHz CPU and processing power, a high-end smart phone symbol. As the field of global semiconductor leader Intel has never given up efforts to enter the wireless space, as has been working hard in the wireless Qualcomm also hope to take the tide of mobile Internet access to other areas, so Qualcomm’s understanding of the intelligent terminal is not just Zhineng phone. In fact, Qualcomm has been in the wider area of ​​the layout. Qualcomm Snapdragon face not only mobile phones, as well as the intelligence, navigation and other products. Connection with any increase in demand for Qualcomm’s wireless module also has a broader application space. Qualcomm for notebooks, netbooks, e launch of wireless communication module Gobi2000, now in dozens of terminal applications, recently Gobi technology has also been a clear evolution path, including the current to see all mobile connectivity. The rise of things brought to the high-pass opportunity, public safety, wireless medical, smart grid and remote information processing and so is the object of Qualcomm to expand. “The new terminal includes a wide range, like e-reader e-books and other wireless connected consumer electronic end product. Now, the new terminal on the proportion of income Qualcomm is a relatively small number, but we that this number will increase greatly in the future, representing the proportion of our overall revenue will be higher and we have always maintained that if any consumer electronics products with the Internet via wireless connection to the interactive access to information for consumers to that would be a better product. “Bill Davidson said.MediaTek: a careless move smart market “a little frustrated.”Qualcomm in the evolution of high-end smart chip technology and communications’ mouths first “position, which entirely from high R & D investment, which is a typical research-driven company. 2009 fiscal year, Qualcomm’s revenue was 104.2 billion U.S. dollars in R & D investment reached 24.4 billion U.S. dollars, accounting for 23% of fiscal revenue, while the figure in five years ago only 10% now, high through a potential competitor, it is little more than a MediaTek (MTK was established in 1997, Qualcomm was founded in 1985) is in more than five years ago, Qualcomm’s R & D investment level of the stage. Thanks to China and other fast-growing emerging markets, MediaTek in recent years maintained good profitability, according to its 2010 first quarter financial report, in the quarter compared with the previous quarter, gross margin declined in the case, 56.7% remained at the level of operating income compared with 12.4 percent the previous quarter, but MediaTek for semiconductor giant Qualcomm and other terms, or “epigenetic earners.” Currently, wireless communications, MTK is still in the 2G GSM / EDGE baseband chip as the main source of income. From smart phones to see support WindowsMobile6.0 6516 platform version of the MTK chip market last year, the first half of this year, supporting Android chip sampling has begun to offer. MTK official told the “China Electronics News” reporter, is expected in the third quarter or fourth quarter will be Android products to market, and, like the previous product, MTK in the smart phone still adopt a “turnkey” type of totalsolution strategy. Have to admit, MTK in the smart phone in a few detours. MediaTek has never been the kind of rush to cut into the new areas of business, according to Tsai Ming-mediated S-curve theory, MediaTek will usually choose the curve close to the significant growth of the intermediate stage as an entry point. For the smart phones, MediaTek to determine the time and yes, 2009 is the smart phones began to scale development period, but MTK R & D in 2008, the selection of the Microsoft platform, give it some problems. Qing Mu Hua in its latest research report describes: MediaTek to promote smart mobile phone chip is extremely difficult because it is in decline WindowsMobile bundled together, does not support 3G, and its performance is far from the mainstream of the smartphone CPU compared multimedia performance, 3D graphics generation, floating-point computing power, these are not good at MediaTek, which requires a long period of accumulation and early layout. According to “China Electronics News,” to understand, MTK lost on the Microsoft BI platform and Microsoft, another reason is the failure of the negotiations. MTK has created for its own ecosystem, its desire to the ecosystem as a whole model from Microsoft get more favorable licensing package, but unfortunately Microsoft has refused to make concessions too, adhere to the final couplet Fake authorized customers directly This ecosystem of MTK members still have to pay Microsoft’s high costs, and these enterprises are SMEs. So to some extent, MediaTek 6516 platform Consequently most of the MTK and its partners have consciously left out of this platform. Fortunately, with the Android platform matures, MTK quickly choose a free Android platform. This year MTKAndroid will directly determine the performance of the product it as a smart phone.Battle: the emerging markets is difficult to avoid encountersBill Davidson, senior vice president of Qualcomm speaking on Qualcomm’s short and medium term development plan, said, “The recent addition to efforts to develop smart phones, intelligent terminals of the other new addition, a number of markets in emerging countries is that we should pay attention to development opportunities to live. “Once involved in emerging markets, and MediaTek have to confrontation occurred. Interestingly, the emerging market for high-pass weapons, or smart phones. Both high-pass or MTK, are trying to break away from traditional smart phone operating system, launched its own definition of intelligent terminals. The target market of this initiative, it is in the emerging markets as the representative of the broader mass market. Brew is Qualcomm launched in 2001 to run value-added business development platform, providing scalable application execution environments, the CDMA network has been successfully applied, but by the market environment, the development is not successful. Beginning in 2010, Qualcomm Brew business will formally incorporated into the company’s most profitable part of QCT, the technology packed into BrewMP open operating system embedded in QCT chip, in order to expand one for the mass market, easy to use the new smart phone category. This is also a high pass in the low-end products to the market offensive weapon. Now, this platform is the mobile phone by HTC Smart, ZTE mobile phones to play Bingo and other products to explore the market before the war performance. Meanwhile, Qualcomm in February this year with the acquisition of Sun’s Oracle agreement, Oracle’s SunJava wireless client will be preinstalled on BrewMP, so Java developers can enter the wireless market, make an inventory of existing large application development Resources. To some extent, the smart phone is only a concept, the concept is presented in order to create the threshold, raise the price, it’s a small number of techniques to master the game. If Qualcomm’s Brew MP also tried to keep “smart phone” concept, then, MediaTek’s more radical move, a great play down the intelligence of the concept of mean. March 19, 2009, MediaTek fertile ground technology and software company announced a close partnership to launch VRE (VirtualRuntimeEnvi-ronment) application development platform, which is actually a middleware for mobile terminal equipment solutions through dynamic loading technology applications over the air and dynamic loading, so as to solve the ordinary phone system features closed, memory limitations can not be updated in real time application of the chronic illness. It is reported that MediaTek has a 75% stake in the fertile ground. By the VRE platform, MediaTek actually want to be expanded, the essence of multi-application smart phone functions directly ported to mobile phones, smart phones and blur the traditional concept of functional differences between handsets, which can be extended in terms of couplet Division 2.5G life cycle, to avoid the patent issues 3G, development time for their own gain, is the best expedient. In theory, iPhone owner, Block 20 although tens of thousands of applications, consumers really frequent use only a small part of MediaTek’s mobile phone through the VRE platform, providing a selection of simple interactive applications, should have a market space. But it’s difficult is, after all, MediaTek is currently only able to do the chip, VRE platform is has been selected, depending on the customer’s own choice, and mobile phone companies and design firms tend to have a middleware platform, some linked to products and carriers also Operators need to adopt a platform, VRE can be recognized by the market, depending on the operating mode MediaTek is radical or conservative, but we all know, MediaTek has always been conservative. Of course, this does not mean that Qualcomm, MediaTek to give up the perfect opportunity. The moment, apart from a few brands, the high-pass and do not directly touch the MediaTek existing customers, and more through the resurgence, high pass close partner, grab MediaTek customers in the global market. In terms of high-pass, BrewMP biggest risks is the alternative to its high-end products, may lead to the formation of “capricious” situation, it does not say a curse is a blessing. iSuppli analyst Review and prospect to the “China Electronics News,” said: “Qualcomm’s ceiling will depend on the industry to bear on the degree of monopoly.” According to overseas media June 17 reported that Qualcomm has once again suffered in the European antitrust charges, the United Kingdom Icera said it’s patent-related incentives to use the consumer and hinder the Icera to do business. Just six months ago, Qualcomm by EU competition regulators up to four-year investigation has only just ended. High leading to the mass consumer market, and may again challenge its monopoly of the industry’s tolerance.Control technology evolution vitalityMediaTek spokesman Yu Ming duo several times in the interview the reporter described the survival of elements of chip design company: First, there is no continuing new product, and second, these products are not competitive. For the communications chip business, the communication standard represents the next evolution of the smartphone’s future evolution of competition also based on these technologies. Qualcomm in the evolution of a technological edge is the industry recognized. Three kinds of 3G standard, Qualcomm has a CDMA2000 and WCDMA standard two evolutionary lines of all technology, CDMA2000 technology from EV-DO Revision A to version B, WCDMA technology from HSPA to HSPA + to dual-carrier HSPA +. In LTE, the high through the master who is older technology, high-pass multi-mode chip currently supports FDDLTE. The late start did not MediaTek CDMA2000 product lines, its WCDMA MTK6268 already available, mainly for overseas markets. In TD-SCDMA, Qualcomm has yet to launch the product, but it is not the suspense involved in the field of TD, but when it announced the problem. Qualcomm executives in early June, the NGMN conference held in Shanghai, said in the second half of this year, the TD-LTE products. Meanwhile, the recent high-pass printing is rumored Spreadtrum and collaborate on TD-chip multi-million dollar investment in R & D center in Shanghai, the news seems to further confirm this. In fact, in November last year, Qualcomm For once came under negotiation Suzhou Fate, into the development of TD. Fate old unit established by the Commit, R & D in TD-chip quite accumulation. But in the end, in January this year, MediaTek announced Fate signed a strategic cooperation memorandum. It is reported that initially had Spreadtrum from MediaTek’s investment, if today’s high-pass co-operation with Spreadtrum rumors conclusive, then MediaTek and Qualcomm’s competing in the TD will be very dramatic. MediaTek has been in the TD and the core technology cooperation, but with the launch of its own core chips together, MediaTek must seek measures to have the cooperation with Fate. Chips for LTE, it is learned, MediaTek 2006 WiMAX R & D investment has been held in October last year, broadband communications in Taiwan showcasing a variety of WiMAX chipsets and applications, including GSM / EDGE + WiMAX dual-mode smart phones, and WiMAX and TD-LTE has a high degree of similarity, I believe MediaTek to launch LTE products will not have too much difficulty. Qualcomm in the CDMA field has many patents, which the industry race to rise up against Qualcomm, will be pushed to early to LTE a commercial stage. If the time in the future to reduce its royalty Qualcomm, the CDMA market cycle may not be extended, WCDMA life cycle will be extended. At the same time, Qualcomm is currently the most powerful business LTE, sooner commercial LTE, Qualcomm gains on LTE will be greater. So to some extent, how fast the pace of the communications industry will move toward LTE, Qualcomm has a decisive role in the decision-making. Similarly, MTK hold a lot of client resources in emerging markets, emerging markets, most of the resources from the open market under the control of ecological groups of MTK, MTK launched WCDMA terminal intelligent terminal or the progress of emerging markets will also be decided from 2G to 3G, from feature phones to smartphones process. Although not yet directly intersection, Qualcomm and MediaTek are two very distinctive enterprise, they look great contrast actually quite similar, two have the ability to control the communications industry, so it’s worth a good attention .