MediaTek
MediaTek 2G Market Share
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 [...]
Baseband Market Share by Revenue
Source: Merrill Lynch, BofA, IDC
The exit of Freescale and TI has left the baseband market concentrated around six vendors: Qualcomm, Mediatek, Infineon, Marvell, ST-Ericsson and Broadcom.
While we expect Qualcomm to further consolidate its high market share (through an increased presence at Motorola, share gains at Nokia), we believe that emerging vendors, namely Broadcom and Mediatek [...]