十年內台灣科技業大概要掰了 - 工程師
By Edith
at 2015-07-27T13:41
at 2015-07-27T13:41
Table of Contents
本不想來打臉的 外行人充內行
※ 引述《wartwo (wartwo)》之銘言:
: 展訊4G方案明年就很完整了,因此在4G中低階市場,聯發科的市佔率會
: 重演幾年前2G被展訊吃掉的戲碼。
: 至於中高階市場,目前在中國市佔率最高的華為是用自己的麒麟系列晶片
: 因此也不可能使用聯發科的晶片。
1.華為3月才出了 G628 MT6752(8 core) 1200RMB 中階手機
http://www.mtksj.com/m/view.php?aid=10691
請問不可能的依據是 華為任董告訴你的?
2.中國手機市占(2015 Q1)
http://iknow.stpi.narl.org.tw/post/Read.aspx?PostID=11123
前五名依序為蘋果、小米、華為、三星以及聯想。
華為第一的來源請告訴我?
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by the way, 所有業界都知道 Apple水貨的量更大. 我認識的26
幾乎都是用iPhone. 華為 小米利潤有幾何?
: 聯發明年也許EPS要面臨10元保衛戰。
: IC設計中技術含量最高的聯發科都是這種情況了,其他IC設計公司可想而知了。
: 至於TSMC雖然很穩,但是10年後製程應該到了物理上的極限,台積的優勢到時會
: 慢慢的消失。
: 所以10年後TSMC可能要開始走下坡了。
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