恐怕沒有哪位算命仙的水晶球，能比中國大陸通訊芯片設(shè)計業(yè)者展訊(Spreadtrum Communications)的最新一季財報，更能清楚透露出中國手機市場的現(xiàn)況以及未來發(fā)展。展訊 2012年第二季營收為1.731億美元，較第一季成長7.5%，較去年同期成長8.1%，不過當季凈利來到2,100萬美元，較第一季減少13.6%、較去年同期減少35.4%。 展訊的最新財報說明了目前來自中國移動(China Mobile)的低價 TD-SCDMA 智能手機需求強勁，但也透露了功能手機的平均銷售價格(ASP)出現(xiàn)驚人衰退。2012年第二季展訊的毛利(gross profit)達到6,420萬美元，較前一季增加300萬美元，較去年同期減少300萬美元，當季毛利率37.1%，較上一季的38%與去年同期的42%都略為減少。 在 財報發(fā)布會上，展訊首席財務(wù)官Shannon Gao 強調(diào)該公司的智能手機芯片組出貨呈現(xiàn)成長：“我們認為公司的毛利現(xiàn)在已經(jīng)穩(wěn)定?！盎仡櫟诙荆摴綜EO李力游(Leo Li)表示，該公司的1GHz TD-SCDMA Edge智能手機芯片組出貨量，如預期達到了100萬顆以上的目標；他列出了一長串OEM客戶名單，包括華為(Huawei)、聯(lián)想(Lenovo)、 海信(Hisense)等等。 李力游指出，其客戶都已通過中國移動認證測試，并推出了采用展訊芯片的低價智能手機，價格區(qū) 間在500~700人民幣(79~100美元)之間；顯然，TD-SCDMA智能手機在中國市場是越來越平價的產(chǎn)品，對消費者來說也更具吸引力，但預期未來價格還會進一步下滑。展望第三季，展訊預期當季營收可達1.78億美元至1.86億美元，較第二季成長2.8%~7.5%，毛利則與上一季持平。 展訊近日也宣布，該公司的SC8803G基頻調(diào)制解調(diào)器芯片獲得華為Ascend P1 TD-SCDMA智能手機采用；該款Android 4.0平臺產(chǎn)品，搭載雙核心1.5GHz處理器、1GB RAM、4.3吋AMOLED qHD顯示器、4GB儲存容量、800萬畫素的自動對焦攝影鏡頭。采用展訊的芯片，讓華為能將Ascend P1推向中國移動的用戶。 本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載 編譯：Judith Cheng 參考英文原文：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.