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中国手机市场现状:高出货,低毛利

恐怕没有哪位算命仙的水晶球,能比展讯的最新一季财报,更能清楚透露出中国手机市场的现况以及未来发展。目前来自中国移动的低价 TD-SCDMA 智能手机需求强劲,但也透露了功能手机的平均销售价格(ASP)出现惊人衰退。

恐怕没有哪位算命仙的水晶球,能比中国大陆通讯芯片设计业者展讯(Spreadtrum Communications)的最新一季财报,更能清楚透露出中国手机市场的现况以及未来发展。展讯 2012年第二季营收为1.731亿美元,较第一季成长7.5%,较去年同期成长8.1%,不过当季净利来到2,100万美元,较第一季减少13.6%、较去年同期减少35.4%。 展讯的最新财报说明了目前来自中国移动(China Mobile)的低价 TD-SCDMA 智能手机需求强劲,但也透露了功能手机的平均销售价格(ASP)出现惊人衰退。2012年第二季展讯的毛利(gross profit)达到6,420万美元,较前一季增加300万美元,较去年同期减少300万美元,当季毛利率37.1%,较上一季的38%与去年同期的42%都略为减少。 在 财报发布会上,展讯首席财务官Shannon Gao 强调该公司的智能手机芯片组出货呈现成长:“我们认为公司的毛利现在已经稳定。“回顾第二季,该公司CEO李力游(Leo Li)表示,该公司的1GHz TD-SCDMA Edge智能手机芯片组出货量,如预期达到了100万颗以上的目标;他列出了一长串OEM客户名单,包括华为(Huawei)、联想(Lenovo)、 海信(Hisense)等等。 李力游指出,其客户都已通过中国移动认证测试,并推出了采用展讯芯片的低价智能手机,价格区 间在500~700人民币(79~100美元)之间;显然,TD-SCDMA智能手机在中国市场是越来越平价的产品,对消费者来说也更具吸引力,但预期未来价格还会进一步下滑。展望第三季,展讯预期当季营收可达1.78亿美元至1.86亿美元,较第二季成长2.8%~7.5%,毛利则与上一季持平。 展讯近日也宣布,该公司的SC8803G基频调制解调器芯片获得华为Ascend P1 TD-SCDMA智能手机采用;该款Android 4.0平台产品,搭载双核心1.5GHz处理器、1GB RAM、4.3吋AMOLED qHD显示器、4GB储存容量、800万画素的自动对焦摄影镜头。采用展讯的芯片,让华为能将Ascend P1推向中国移动的用户。 本文授权编译自EE Times,版权所有,谢绝转载 编译:Judith Cheng 参考英文原文:Yoshida in China: Spreadtrum sees higher volumes, lower profits,by Junko Yoshida

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{pagination} Yoshida in China: Spreadtrum sees lower profits Junko Yoshida There might be no clearer crystal ball offering a vision of what’s up and what’s next in the Chinese mobile handset market than Spreadtrum Communications’ latest financial results. In the second quarter of 2012, Spreadtrum Communications, a Shanghai-based fabless chip vendor specializing in mobile handset chipsets, reported revenue of $173.1 million, a 7.5 percent increase over the first quarter and an 8.1 percent uptick compared to the same period in 2011. The company’s net profit, however, has decreased to $21.0 million, a 13.6 percent drop over the first quarter and a 35.4 percent one-year decline. Spreadtrum’s latest financial results illustrate what appears to be a robust demand by China Mobile for low-cost TD-SCDMA-based smartphones, while exposing the amazing shrinkage in average selling price for feature phones. Spreadtrum recorded gross profit for the quarter at $64.2 million, up by $3 million sequentially and down by $3 million year-to-year. Gross margin was 37.1%, down from 38% in the previous quarter and 42% since a year ago. Emphasizing Spreadtrum’s increased smartphone chipset shipments, Shannon Gao, the company’s CFO, said during a recent conference call: “We believe that our gross margin has now stabilized.” Looking back on Q2, Leo Li, Spreadtrum’s CEO, claimed that the company achieved a strong volume ramp-up of its 1 GHz TD-SCDMA Edge smartphone chipset. “We shipped more than 1 million units as expected,” he said. Rattling off names of the company’s OEM customers, including Huawei, Lenovo, Hisense and others, Li noted that they have all completed China Mobile's certification test and launched low-cost smartphones based on Spreadtrum’s products – in the price range between “RMB500 ($79) to RMB700 ($110).” Clearly, TD-SCDMA smartphones are getting even more affordable and attractive for mass- market consumers in China, but expect more price cuts in the future. As for Q3, Spreadtrum expects revenue to be in the range of $178 million to $186 million, an increase of 2.8% to 7.5% over the second quarter, “with a flat gross margin relative to Q2,” according to Li. Huawei's Ascend P1 goes to China Mobile Separately, Spreadtrum announced Monday (Aug. 13th) that the company’s baseband modem, the SC8803G, is shipping in Huawei's TD-SCDMA smartphone, the Huawei Ascend P1 TD-SCDMA. Huawei Ascend P1 is what Huawei claims as its flagship smartphone series. The Android 4.0 Ice Cream Sandwich device incorporates a dual-core 1.5GHz CPU, 1GB of RAM, a 4.3-inch Super AMOLED qHD display, 4GB of built-in storage and an 8 megapixel Backside-Illuminated camera with auto focus. Spreadtrum’s TD-SCDMA modem chip makes it possible for Huawei to extend its Ascend P1 sales to China Mobile consumers. Spreadtrum's SC8803G, designed with a 40-nm CMOS process technology, enables TD-SCDMA, EDGE, GPRS and GSM operation and supports TD-HSDPA at 2.8Mbps and TD-HSUPA at 2.2Mbps, according to Spreadtrum. “The SC8803G achieves a small modem footprint and can be coupled with third-party application processors to drive high-end smartphone performance,” the company added.
责编:Quentin
本文为国际电子商情原创文章,未经授权禁止转载。请尊重知识产权,违者本司保留追究责任的权利。
Junko Yoshida
ASPENCORE全球联席总编辑,首席国际特派记者。曾任把口记者(beat reporter)和EE Times主编的Junko Yoshida现在把更多时间用来报道全球电子行业,尤其关注中国。 她的关注重点一直是新兴技术和商业模式,新一代消费电子产品往往诞生于此。 她现在正在增加对中国半导体制造商的报道,撰写关于晶圆厂和无晶圆厂制造商的规划。 此外,她还为EE Times的Designlines栏目提供汽车、物联网和无线/网络服务相关内容。 自1990年以来,她一直在为EE Times提供内容。
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