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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (23961)	6/20/2002 11:04:42 AM
From: pcstel	Respond to of 197031

In fact, I heard rumors that Nokia is leasing some of their space in Helsinki to ZTE and lending them some marketing staff so ZTE can sell their GSM handsets in Europe. Is this a great world or what? (With John Lennon's "Imagine" playing in the background) PCSTEL

To: Ramsey Su who wrote (23961)	6/20/2002 11:10:55 AM
From: JohnG	Read Replies (1) \| Respond to of 197031

NOK 1X in China. Most likely, NOK would love to dump low end 1X ASICS in China to damage QCOM's ASIC sales and build NOK's own volume. However, I doubt that NOK has a license to be a merchant seller of 1X ASICS -- probably just to incorporate in NOK phones with the NOK custom interface. I am sure China would love to purchase the least expensive ASICS possible. Whether any cost less than the MSM6000 is an open question. NOK's moves aften appear to be aimed at damaging QCOM as much as helping NOK. If QCOM grants such a license to NOK, iI am sure that its terms would be stiff. Typically NOK makes a big mess for QCOM as for example, on the sync channel issue. The plus might be that Unicom would get some economical phones if China allowed non-Chinese companies to compete.

To: Ramsey Su who wrote (23961)	7/21/2002 2:42:39 PM
From: waitwatchwander	Respond to of 197031

WTO entry seen as benefit, challenge to China etaiwannews.com Mainland to rely on imported ICs to meet rapid growth of electronics equipment makers 2002-07-20 / Taiwan News, Staff Reporter / By Marie Feliciano China's entry into the World Trade Organization will bring not just opportunities but challenges to its thriving electronics sector, online trade facilitator Global Sources said in its recently released study. In its "Electronics Industry Outlook: China" report, Electronic Engineering Times-China and Electronic Buyers' News-China - two Global Sources-owned Internet publications - said the entry of foreign original equipment manufacturers into the mainland had eroded the cost advantage of domestic makers. "In terms of product mix, China concentrates heavily on mobile handsets, color TVs, and switching equipment," the research said. It added however that although local makers were small-scale and lacked research and development funds, the gradual reduction of IC import tariffs to zero and the establishment of foreign-invested R&D centers were expected to increase the ability of Chinese electronics companies to design ICs and high-end electronics components. "Also, the 2008 Olympics in Beijing is expected to add momentum to the economy and the demand for electronics and IT products," the report said. Taiwanese IT players were well-positioned to ride on this growth, said Michael Liu, editor-in-chief of EETimes-China and EBN-China. In a telephone interview, Liu said Taiwan's electronics companies possessed not just the technology and value-added manufacturing experience, they also enjoyed cultural links with their mainland counterparts. A boom in China's consumer electronics sector would mean greater demand for Taiwan-made ICs, he added. According to China's Ministry of Information Industry, the mainland's electronics and IT output value this year would reach US$195 billion, up 20 percent over last year. By 2005, its so-called "Triple Networking Project" - e-governance, corporate Local Area Networks, and e-households - was projected to more than double PC ownership from 30 million to 70 million units. Fixed line telephone and mobile phone subscribers were expected to increase annually by 20 million and 33 million respectively, reaching 260 million and 300 million from 2002 to 2005, it added. "China possesses a fairly solid manufacturing base for finished products but the supply of ICs ... falls far short of demand," the study said. "Since membership in the WTO is expected not only stimulate the import of such components but to also reduce export barriers, China's electronics equipment makers are expected to enter the ranks of global purchasers." In the mid-term, domestic and overseas markets would remain equally important to Chinese electronics manufacturers, it added, although the sustenance of rapid growth of the electronics equipment industry was expected to rely heavily on the import of ICs. China's integrated circuit imports were expected to reach 42 billion units by 2005. Study results showed that electronics equipment assembled in China last year contained 98 percent imported ICs. Consumption was expected to increase with demand for imported ICs reaching 42 billion units by 2005, a compound annual growth rate of 20 percent. The most significant demand for ICs would come from the consumer electronics segment this year at 9.4 billion units, growing 22 percent to reach 11.5 billion units next year, the study said. In the desktop PC segment, the report said only China manufacturers with large-scale production capabilities, strong application development know-how, and a wide network of distribution channels were viable in the face of an industry slump. "With the standardization of PC components and ramp-up production, China's PC makers have maintained a competitive edge over popular foreign makers such as IBM and Dell. This is primarily due to lower labor and land costs, and familiarity with the market," the report said. Multinational companies such as Acer, IBM and Dell had already established assembly facilities and sales offices in China. The study also noted that Chinese PC makers were heavily dependent on motherboard imports from Taiwan. Among China's computer makers, only Legend and the Great Wall Group were said to be the only ones with motherboard production capabilities, it said.