Market Comments
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Due to falling shipments of MediaTek handset chips in the fourth quarter of 2007, chip makers have been conservative about demand for handsets in the China market. However, industry sources recently noted that Nokia expects demand for handsets in the China market to increase about 15% this year, and that handset makers have not faced any inventory problems.
While heavy snowfall in late January did postpone handset demand partially, it also made consumers realize the importance of handsets, which should help contribute to increased shipments, China handset makers pointed out.
Demand for handsets in China totaled 250 million units in 2007, the sources indicated, making China's handset market the second largest in size after the US market.
IC design houses such as MediaTek, Elan Microelectronics, Richtek Technology, Global Media Technology, and Pixart Imaging would benefit from growing demand for handsets in the China market.
Meanwhile China's white-box handset makers are also determined to increase exports, and an increasing number of makers are already enjoying strong sales performance in Southeast Asia.
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digitimes.com
15% YoY growth in China would be 30Mio. units more alone. Not
that bad. Market looks healthy. Want to hear numbers from
India too ...
@TXN warning
Was is Nokia and/or Sony?
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"Although many will be tempted to blame the shortfall primarily on Nokia, based on our checks we are more worried about the pace of sales at Sony Ericsson, the other major wireless customer," said Matthew Hoffman, analyst at Cowen & Co in a note to clients.
But Didier Scemama, analyst at ABN Amro, fingered Nokia as the culprit. "We estimate that the $130 million revenue cut (at the mid point) announced last night is equivalent to a reduction of 4.3 million to 8.6 million third-generation handset unit shipments, as Texas Instruments derives between $15 and $30 per 3G handset," the broker said.
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eetimes.com
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