By Tiernan RayAs my colleague Shuli Ren , Deutsche Bank’s Jessica Chang late yesterday cut her rating on shares of MediaTek (), the Taiwanese maker of wireless chips that competes with Qualcomm () in the mobile phone business, to Hold from Buy, and cut her price target to $510 from $610, in New Taiwan dollars, writing that her “checks” of the mobile industry suggest that competition for baseband chip sales into China‘s phone market is “intensifying faster than we anticipated.”
“We see competition from both Qualcomm and Spreadtrum as heating up lately.” Chang’s Colleague Brian Modoff has a Buy rating on Qualcomm stock, and a $90 price target.
MediaTek had done very well in the last speed grade in China, 3G wireless, writes Chang, but the company now seems to have lost the advantage as Qualcomm got more smart about the local market and how to sell to it:
We think the LTE battle between MediaTek and Qualcomm is likely to be tougher for MediaTek this time, although MediaTek has become a much stronger company now compared to its status when it first entered the 3G smartphone business in 2010. We generally view QCOM as the leading player in overall 3G and 4G, and we attribute MediaTek’s triumph in China 3G smartphone to its deeper understanding on local customer requirements and stronger FAE and turn-key support in China that QCOM was unable to match. For instance, MediaTek introduced quad- and octa-core products ahead of QCOM with strong customer acceptance, which propelled MediaTek’s shipments, expanded its market share rapidly, and improved its GMs in the past two years. However, we believe QCOM has become more experienced in China now and has thus made great effort to address China LTE demand properly and make its solutions available earlier than MediaTek this time. We believe MediaTek has been running at full speed to narrow the gap (and as a matter of fact, it has launched several LTE SOCs to showcase its capability), yet we think QCOM’s early entry has benefited QCOM from more design wins in 2H14 for mass production in 4Q14-1Q15. Thus, MediaTek needs to speed up in product introduction to catch the next design cycle in 2Q15.
Chang writes that MediaTek is coming out with a bunch of LTE chips across a range of capabilities and prices — the “MT6595,” the “MT6752,” the “MT6732,” and the “MT; — and she writes “We believe the low-end product MT6735m will be important for MediaTek to increase its LTE market shares in 2015, but the likely ASP of US$8-10 suggests that its GMs may be barely around 40% initially, if not lower.”
Coming up fast behind is the low-price player, China’s state-owned Spreadtrum:
Our checks suggest that its new WCDMA products have decent performance and attractive ASPs. Therefore, this could start to impact MediaTek’s WCDMA business in both shipments and GMs from 4Q14. Moreover, our checks reveal that Spreadtrum aims to enter mass production for its LTE products in 1Q15. Although we have some reservations on such an aggressive target, we think competition from Spreadtrum is likely coming soon in 1H15. This is likely to dampen industry GMs of for entry-level LTE products earlier than expected.
MediaTek shares today declined $21, in New Taiwan dollars, or 4.3%, to close at $473.
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Tech Trader Daily is a blog on technology investing written by Barron’s veteran Tiernan Ray. The blog provides news, analysis and original reporting on events important to investors in software, hardware, the Internet, telecommunications and related fields. Comments and tips can be sent to: .
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如何查看服务器上有多少个CPU
发布时间： 15:11:39&&来源：Blog.ChinaUnix.net&&作者：Blog.ChinaUnix.net&&点击：1175
从DBA的角度来说，有时候需要考虑CPU的利用率的问题。那个服务器上有多少个CPU和利用率情况如何就是要考虑的问题了。查看有多少个CPU：#psrinfo -v结果显示如下：Status of processor 0 as of: 07/28/05 11:24:23& Processor has been on-line since 05/27/05 17:43:26.& The sparcvArray processor operates at Array00 MHz,&&&&&&& and has a sparcvArray floating point processor.Status of processor 1 as of: 07/28/05 11:24:23& Processor has been on-line since 05/27/05 17:43:26.& The sparcvArray processor operates at Array00 MHz,&&&&&&& and has a sparcvArray floating point processor.Status of processor 2 as of: 07/28/05 11:24:23& Processor has been on-line since 05/27/05 17:43:26.& The sparcvArray processor operates at Array00 MHz,&&&&&&& and has a sparcvArray floating point processor.Status of processor 3 as of: 07/28/05 11:24:23& Processor has been on-line since 05/27/05 17:43:12.& The sparcvArray processor operates at Array00 MHz,&&&&&&& and has a sparcvArray floating point processor.表明是有四颗CPU跑在该服务器上查看CPU的利用率：#topor#mpstat均可
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