Communications - Mobile Handheld Devices Application IC
Leading Chinese Mobile Phone Vendors' Component Supply Chains
February 13, 2008 / China Research Team
18 Page, Topical Report
US$1,880 (Single User License)

Abstract

The growth of the Chinese mobile phone industry has encouraged international component suppliers to establish a presence in China. Chinese mobile phone vendors such as Lenovo, Bird and Amoi, whose operations are heavily oriented towards the Chinese domestic market, have turnkey solutions provided by MTK or Spreadtrum in order to maintain their competitiveness vis-a-vis the smaller mobile phone brands. At the same time, they have also been using IC solutions supplied by companies such as TI, Broadcom and Agere Systems to develop mid-range and high-end EDGE phone products, so as to differentiate their mobile phone models from those of competitors and avoid becoming bogged down in vicious price competition. This report will analyze the component supply chains of six leading Chinese mobile phone vendors: Lenovo, Bird, Amoi, TCL, ZTE, and Huawei.
  •  List of Topics
  •  List of Figures
  •  List of Tables

As regards baseband IC suppliers, whereas leading international mobile phone vendors such as Nokia, Motorola, Samsung and Sony-Ericsson generally have a stable, long-term relationship with a single baseband solution provider, Chinese mobile phone vendors tend to use multiple suppliers and to change them frequently. Bird has used five different broadband solution providers -TI, Broadcom, NXP, Freescale and Infineon -at various times. This difference is mainly due to the limited R&D capabilities of most Chinese mobile phone vendors, which make them heavily dependent on their IC suppliers. The Chinese vendors' relatively small scale of operation makes it difficult for them to secure comprehensive support from first-tier IC suppliers; as a result, Chinese mobile phone vendors' supply chains are susceptible. This situation has created significant business opportunities for second- and third-tier IC suppliers such as Broadcom, Agere Systems and NXP.

Besides voice service, demand for mobile data services has also been growing steadily in China, driven by aggressive promotion by mobile operators China Mobile and China Unicom. Sales of Smartphones and of mobile phones equipped with GPS, Wi-Fi and mobile TV functionality are expected to increase rapidly in the future. However, most Chinese mobile phone vendors have only limited hardware and software R&D capabilities, and this situation is unlikely to change significantly in the near future. It can be anticipated that vendors will continue to outsource both industrial design and application software design for mid-range and high-end mobile phone models to mobile phone design houses. Mobile terminal software firms seeking to develop the Chinese market will therefore need to focus on building close relationships with local mobile phone design houses.

Appendix

Research Scope

This report examines component supply chains in the Chinese mobile phone industry, focusing on five leading Chinese mobile phone vendors: Lenovo, Bird, Amoi, TCL, ZTE and Huawei.

Glossary of Terms

CDMA

 

Code Division Multiple Access

CKD

 

Completely Knocked Down

CMOS

 

Complementary Metal-Oxide Semiconductor

CSTN

 

Color Super Twisted Nematic

EDGE

 

Enhanced Data rates for GSM Evolution

FPC

 

Flexible Printed Circuit

GPRS

 

General Packet Radio Service

GPS

 

Global Positioning System

GSM

 

Global System for Mobile Communications

HDI

 

High Density Inverter

HSDPA

 

High Speed Downlink Packet Access

HSPA

 

High Speed Packet Access

LCD

 

Liquid Crystal Display

LCM

 

LCD Module

ODM

 

Original Design Manufacturer

OEM

 

Original Equipment Manufacturer

PA

 

Power Amplification

PCB

 

Printed Circuit Board

SKD

 

Semi Knocked Down

SMT

 

Surface Mount Technology

STN

 

Super Twisted Nematic

TD-SCDMA

 

Time Division Synchronous Code Division Multiple Access

TFT

 

Thin Film Transistor

WCDMA

 

Wideband CDMA

List of Companies

Access

 

 

ADI

 

 

Agere Systems

 

 

Amoi

 

夏新

Anadigics

 

 

Aplix

 

 

BAK

 

 

BHflex

 

 

Bird

 

波導

Bitfone

 

 

Broadcom

 

 

BYD

 

深圳比亞迪

Calcomp

 

泰金寶

Career

 

 

China Mobile

 

中國移動

China Unicom

 

中國聯通

Chinpoon

 

敬鵬工業

Chipnuts

 

智多微電子

Chongyou Information Technology

 

重郵信科

Commit

 

凱明

Comtech

 

 

CSR

 

 

Cypress

 

 

Dalian Eastern Displays

 

大連東顯

Desay

 

惠州德賽

EMP

 

 

Enea

 

 

Fostex

 

 

Foxlink

 

正崴精密

Freescale

 

 

Friwo

 

 

Gabeul Plastic

 

 

GalaxyCore

 

格科微電子

Guangdong Goworld

 

汕頭超聲

Hebei Jiya Electronics

 

河北冀雅

Huawei

 

華為

Infineon

 

 

LDI (Lanser Displaytech Inc.)

 

長春聯信

Lenovo

 

聯想

Meerae

 

 

Merry

 

 

Microsoft

 

 

Motorola

 

 

MTK

 

 

Murata

 

村田

Nokia

 

 

NXP (Philips)

 

 

Omni Vision

 

 

Omronlighting

 

 

Phenix Optical (Guangdong)

 

中山鳳凰光學

Picsel

 

 

Qualcomm

 

 

RFMD

 

 

Rohm

 

羅姆

Sagem

 

 

Samsung

 

 

Sasken

 

 

Shennan Circuits

 

深南電路

Shenzhen Tianma Microelectronics

 

深圳天馬

Siano

 

 

Silicon Laboratories

 

 

Skyworks

 

 

Sony-Ericsson

 

 

Spansion

 

 

Spreadtrum

 

展訊

Suizhou Tiancheng

 

隨州天成

SuperPix

 

思比科

TCL

 

 

Tegic

 

特捷通訊

Tenwei

 

騰威電子

TI

 

 

Toshiba

 

 

Trolltech

 

 

Vimicro

 

 

Vodafone

 

 

Wintek

 

勝華

Yamaha

 

 

ZTE

 

中興

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