Source: Morgan Stanley
The key messages from management on 2G handsets were: 1. MediaTek believes the 2G export market is still significant as its market share in most EM markets outside of China is still below 30-35%, 2. The transition to SoC should reach cross over in shipments around mid-2010, 3. The company will layer in peripheral chips such as mobile TV and WiFi to increase the content per handset, and 4. MediaTek will push software platforms such as Vogins to help differentiate from other handset IC companies that only sell the hardware.
