My Opera is closing 3rd of March

Vincent Neil

The exhibition news catches up with industry's historical opportunity of the chip of the mobile phone (Part One)

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In in withdraw from one after another, in which giant control mobile phone chip market, as the latecomer's exhibition news communication (Spreadtrum) Caught 2G last bus and put up and got on 3G morning bus, becomes in the past 10 years the whole world only goes on the market (IPO)s magically Mobile phone base band chip manufacturer.

In in withdraw from, in which giant control mobile phone chip market, as the latecomer's exhibition news communication (Spreadtrum) Caught 2G last bus and put up and got on 3G morning bus, becomes in the past 10 years the whole world only goes on the market (IPO)s magically Mobile phone base band chip manufacturer. However, in Wuping's view, the exhibition news is still " the teenager Guo Jing " who has status of towns and villages all over the country ,Still need to defy death and dash forward, plus some " schemes " --The former reflects on the ambitious products street map of the following two years of exhibition news, expand from hitting the centripetal high side of low-end longitudinally, expand from 2G and TD to markets such as WCDMA cell-phone, mobile phone TV and digital television,etc. horizontally; But the latter is the late coming technical superiority (experience and lesson of summarizing forefathers) of the exhibition news ,Including single chip, developing and extendible framework in coordination of software and hardware,etc.. Continue dashing forward with the exhibition news after merchandizing, integration technology platform, platform on the market and capital platform may become one of the Chinese mobile phone relevant chip and engine of the industry in the future in the integrative exhibition news platform.

The historical opportunity of the listing back: 2G last bus +3G morning car

The reason why the exhibition news succeeds tentatively, besides the news strong undertaking group of the exhibition and modal newcoming advantage of technological commercial affair, the very important one is that the exhibition news has obtained the spanking historical opportunity - -Meet the intersection of 2G and last bus and take, pay the intersection of 3G and morning train.

Because the global 3G market has not taken off even after stalling for a long time, in the past few years, the base band technical development of the mobile phone can be said and stayed cool - -Though has integrated the increasingly many multimedia function on the base band chip of the mobile phone, but base band of 2G cell-phone has been already ripe, there is no great change, this is grown up and improved for MTK and exhibition news sufficient time of such Asian manufacturers, and rush to finish before the crash of market of 2G cell-phone " The primitive accumulation " . Certainly, another historical background is the taking off of markets of mobile phone of new focal area such as China and Latin America, Asian-Africa,etc., these markets are far more than quality and characteristic to price, new function and physiognomic sensitivity in initial stage, MTK and exhibition news very good chance that also given.

On market of the whole world 3G chip, the exhibition news is a latecomer too. But exhibition news determine, develop the intersection of TD-SCDMA cell-phone and chip in 2003, counterpart bitter when 3G market took off in the whole world, have caught the morning bus of China 3G. 2G achievement +3G concept, the exhibition news can succeed in going on the market.

Holding recently " The technological forum of the exhibition news in 2007 " Have, news president of the exhibition and concurrently CEO Wuping show, the news mode of the exhibition is unable to duplicate, except that the commercial mode is unique, the more important thing is the historical opportunity can not be duplicated. He explain first, exhibition news start an undertaking group the intersection of China and batch foreign student under the Culture Revolution, work abroad for several decades, come back to start an undertaking; Second, GSM and the intersection of TD and the intersection of industrialization and process, news historical opportunity to exhibition, and such historical opportunity duplicate while being impossible, " the integrate by the intersection of multimedia and base band, the intersection of software and hardware and develop, globalized technology and talent in coordination " Such a commercial mode, all finish under such historical opportunity.

Wu Ping shows: "We in the past 10 years, global to make the intersection of base band and chip, accomplish listing Company while being only, this kind of chance is very difficult to appear, last five years early, it is impossible for us to complete this enterprise, if come to do until today, can not succeed either. We are exactly to begin to do when being to 2001 in 2000, catch up with the historical opportunity " .



Exhibition news CTO Chen Da Tong adds too, when the exhibition news develops into certain stage, VC of the exhibition news and some VC not throwing the exhibition news, look for the news mode of the exhibition -like start-up company in China everywhere, but not found, because industry characteristic and historical opportunity of the exhibition news, have determined the unique mode of the exhibition news.

The changed situation of chip industry two major of the mobile phone brings the new chance

In Wuping's view, not only history in the past had brought the opportunity for the exhibition news, the changed situation of the global mobile phone chip industry, bring the chance too at present. As industry's competition of the mobile phone being more and more miserable, chain reaction has appeared too in the mobile phone chip industry of the upper reaches, one is that a lot of manufacturers, especially medium and small manufacturer retreat on the market of base band chip of the selling machine one after another, over the past several years, American-European manufacturer's numerous and complicated backout such as Wavecom, Skyworks/Rockwell, Intel, Silicon labs and Agere/LSI, a firm one of position is only a few several giants such as TI and high pass; Second, firm relations among mobile phone manufacturer and chip manufacturer are broken one after another, such as Motorola and Freescale, Nokia and TI are both no longer that kind of close relation of the past.

Approve these two main trends too in Wuping, and think this is the chance of exhibition news. He shows to " international electronic market conditions " reporter, in recent years, the mobile phone trade, especially mobile phone base band chip industry has changed enormously, when the exhibition news begins to do the base band chip, there were more than ten suppliers at that time, has come down during these years, so much home has all retreated out, mobile phone base band chip supplier of today, except " lack the arm leg-broken " (have 2G and have no 3G, or there is 3G that has no 2G) And there are manufacturers of possible backout, several left are all the strongest, " the exhibition news is still luckier, though is a up-and-coming youngster, there are 2G and 3G, arm legs are also relatively sound " .

Point out, the competitive miserable intensity of the market far exceeds everybody's imagination in Wuping, bring the great challenge to such new developing company of ours, very difficult and working hard, but this kind of challenge is an opportunity to the exhibition news, especially the market of 2G cell-phone, because should " survive in the miserable competition, this company must be vigorous, it seems that the exhibition news has been robbing the food from the big crocodile's mouth all the time, and it is more difficult for those companies coming out from the greenhouse to survive. "

He explains to " international electronic market conditions " reporter, the mobile phone was the era of a piece of sudden huge profits in the past, it is longer too, the American-European manufacturer makes a mobile phone to even take one year more in two years, odd ten million needn't transfer to the shell at one mobile phone can sell, but this kind of phenomenon does not exist now, because the Asian manufacturer does the shape of the mobile phone to change very fast, the response rate of the Asian base band chip manufacturer is very fast. For example, exhibition news work out TD chip in 8 months, the American-European manufacturer wants needn't think, it was good that can work it out in 3. Manufacturers such as Nokia and MOTO,etc. can not continue depending on its in fact the chip supplier's rhythm, need to choose the new supplier, so mobile phone manufacturer and chip manufacturer disconnect is a trend, this must be a good chance of exhibition news. Wuping reveal: "We are cooperating with some manufacturers in foreign countries too now, but not easy to announce now. "

There is no " position of towns and villages all over the country " ,The exhibition news continues defying death and dashing forward

The exhibition news occupied the share of the Chinese mobile phone base band chip market production 10% in 2006, second only to TI and MTK, ranks the third, the market share of the exhibition news can be expected to rise to 20% this year. But Wuping thinks, the exhibition news has been just become into a teenager by the child now, the so-called status of towns and villages all over the country by far, the exhibition news will continue defying death and dashing forward. He smiles: "We do not want to keep the status of towns and villages all over the country now, should say we also have no status of towns and villages all over the country now, but eat others' status of towns and villages all over the country, when we do the products at present, the feeling of dashing forward somewhat like defying death, washing out just prints out, what has been never wanted to keep, our thinking of today is like this too. "



He still shows, according to news developing history of the exhibition, have all been a lot big crocodiles in the front all the time, seem, fight, we whether even primary school have child at initially, with some being between twenty and fifty to fight, the ones that obviously fail will hit, so was just very difficult to begin, will go to today, we one teenager and between twenty and fifty to play, seem kungfu novel (" Hero Shooting Vulture ") The teenager of China Guo Jing, the teenager always has one's own methods a bit, but we have no status of towns and villages all over the country, the position of towns and villages all over the country is far from to, does not exist and keep any.

Old Da Tong does not worry about the association of dealers of American-European factory for attacking in retaliation. He shows, exhibition news is all chasing others when doing 2G, on TD, if American-European major companies come in, also it is they that chase the intersection of exhibition and news, how about chase us, they should have mental preparation. He emphasizes: "In semi-conductive industry, appear the Asia manufacturer drive the American-European manufacturer away yet, situation which the American-European manufacturer can kill back. There is not this situation now, this is a kind of trend too. "

Wuping smiled too, our efficiency in the past is higher, researched and developed it faster, but was still adjusting oneself within us constantly, hope for efficiency a bit faster, start running and run, others chase us and can not catch up with, this feeling is very good.

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