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 【求助】中国或是世界上哪一家3G手机设计公司最好或是最大？华尔街有没有中国的3G手机概念上市？给个ticker! |
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【求助】中国或是世界上哪一家3G手机设计公司最好或是最大？华尔街有没有中国的3G手机概念上市？给个ticker! -- 安普若 - (120 Byte) 2007-4-06 周五, 10:10 (3341 reads) |
haiou
头衔: 海归中尉
声望: 学员
性别: 
加入时间: 2005/08/21
文章: 35
来自: Chicago, New Jersey, Shanghai
海归分: 6920
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作者：haiou 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
no IDH has the capability or capital to get into new techs. 100% China based IDH supply 黑手机 market, even Techfaith. That's why IDH chose HK or Singapore to be listed. Techfaith was confident that it can get orders from tier 1 vendors when it filed for IPO in US. Techfaith was kicked out by every tier 1 vendors after 1 model. Techfaith cannot go all out in 黑手机 market neither since it is list in US.
If by tier 1/2 vendor's (i.e. Motorola or NEC) quality standards, 黑手机 defect rate is from 15% to 30% comparing to tier 1/2's 2-3% (quality goal). So far no Chinese IDH is capable to supply designs to tier 1/2 companies.
ZTE, Huawei, HTC are possible winners in 3G (W-CDMA). Forget TD - which is at the 2002 level of W-CDMA.
If you want to make money in IDH, be an active owner, don't just be an equity investor. You cann't exit. On the othe hand, 黑手机 makes up about 40- to 50% total China handset market in '06. There is huge market. The start-up capital needed is low ($500 K to $1 M).
Also, stay away from 3G. No one had a penny yet on 3G (WCDMA) except a few carriers in Europe or Japan, let alone TD-SCDMA.
作者：haiou 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
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