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中聯通補貼3G 聯發科樂

http://udn.com/NEWS/STOCK/STO3/6074498.shtml

【經濟日報╱記者謝佳雯/台北報導】

中國大陸三大電信營運商之一的中國聯通,今年針對3G手機客戶端出更積極的補貼方案,有助提升WCDMA系統市場,與主打TD-SCDMA的中國移動較勁。市場預期,將有助拉抬WCDMA晶片供應商聯發科(2454)和凌陽(2401)旗下恆通高科的出貨量。

圖/經濟日報提供
市場傳出,恆通高科近日已拿到中國聯通最新版WCDMA的認證,成為第一家台灣晶片供應商,有利於今年第三季出貨量,可望達到每月300萬套的目標。

台灣手機晶片供應商布局3G市場,均以大陸為首要戰場,再藉以轉進印度市場。根據大陸工信部統計,至去年11月底,中國3G用戶數超過4,000萬,每月新增3G用戶從10年初的158萬,增加到11月的400萬以上,成長快速。

中國聯通引進蘋果iPhone更是一炮而紅,去年9月新增104.3萬戶創下歷史新高,用戶總數至11月底已達1,277.6萬戶。中國聯通去年底宣布進一步降低3G優惠方案門檻,由人民幣96元(約新台幣423元)大舉降到46元(約新台幣202元),降幅高達52%,有助今年擴大吸引用戶。

中國聯通3G系統主打全球主流規格WCDMA,在擴大補貼方案下,晶片供應商看好今年表現,有機會趕上中國移動的TD-SCDMA。國內布局WCDMA的晶片供應商,主要為聯發科和恆通高科。

市場傳出,新切入3G手機晶片市場的恆通高科,近日已拿到中國聯通最新版WCDMA認證,成為認可的供應商,有利今年出貨量放大。根據恆通高科的目標,至第三季,單月晶片出貨量將以每月300萬套為目標。

在大陸2G晶片市場有六成市占率的聯發科,今年布局3G的重心,由去年的TD-SCDMA轉移至WCDMSA。聯發科總經理謝清江曾指出,今年WCDMA將是3G晶片的主要成長動能。

晶片供應商認為,今年大陸3G市場不見得是智慧型手機的天下,也可能是提供較多應用的功能型手機。


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