HUGE for SPRD... Goldman rates China Mobile "Buy" - SURGE
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MaxKolbe
Mar 12, 2012, 7:24:15 AM3/12/12
to Spreadtrum Communications
MaxKolbe
Mar 12, 2012, 7:32:41 AM3/12/12
to Spreadtrum Communications
[For the uninitiated on SPRD / China Mobile connection]
http://www.spreadtrum.com/en/news/press-releases/pr2012-01-09
Spreadtrum Introduces Single-Chip MultiMode TD-LTE/TD-SCDMA/GSM
Baseband Modem at CES 2012 Highly Integrated TD-LTE Platform Places
Spreadtrum at Forefront of 4G Evolution in China
SHANGHAI, Jan. 9, 2012 -- Spreadtrum Communications, Inc. (NASDAQ:
SPRD; "Spreadtrum" or the "Company" ), a leading fabless semiconductor
provider in China with advanced technology in 2G, 3G and 4G wireless
communications standards, today introduced its first TD-LTE baseband
modem, the SC9610. Designed with 40nm CMOS silicon, the SC9610
integrates multiple communication standards into a single-chip design,
including multiband TD-LTE and TD-SCDMA and quad-band EDGE/GPRS/GSM.
The SC9610, which now expands Spreadtrum's product portfolio to 4G
standards, is sampling with customers who are evaluating the chip for
use in high end smartphone and datacard designs.
"Our single-chip multi-mode TD-LTE solution is a highly integrated
platform specifically designed for the communication standards in use
in China," said Dr. Leo Li, Spreadtrum's president and CEO. "We are
launching our solution as China Mobile begins more extensive trials
domestically. The depth of experience we bring in TD-SCDMA products,
combined with our early leadership in China's 4G network evolution,
positions Spreadtrum as a long-term leading provider of multimode
baseband solutions."
TD-LTE or "Time-Division Long-Term Evolution" is a 4G standard and the
evolution path from 3G TD-SCDMA for China Mobile, China's largest
domestic operator with more than 640 million total subscribers and an
expected 50 million 3G subscribers as of the end of 2011. China Mobile
has begun trials and network investment in TD-LTE and will continue to
do so until commercial licenses are granted by the China government,
which has also required that TD-LTE handsets be backward compatible
with TD-SCDMA. Spreadtrum's leadership in the TD-SCDMA market and the
maturity of its multimode technology for TD-SCDMA/EDGE/GPRS/GSM
ensures strong performance across both TD-LTE and TD-SCDMA
communications standards while the single-chip multi-mode design
enables a more seamless handover experience than multi-chip solutions.
Spreadtrum's SC9610 supports multiple bands, achieves downlink speeds
of 100 Mbps and uplink speeds of 50 Mbps and supports 5, 10, 15 and 20
MHz channels and 2x2 MIMO. The SC9610 is currently progressing through
field trials in China in tandem with customer design-in activities.
ALSO....
[The core/factual assumption shared by SPRD's institutional investors
(68% institutional) and Peter Lynch T/A analytical model (100% buy)
investment based upon expectation of fundamentals and outlook over
time, regarding factors that a current chart simply can't predict]
The stalling Chinese economy presents interesting future landscape for
SPRD- not simply in (1) offering the lowest-priced Smartphone's (vs.
all competitors), and (2) being positioned in the largest network
(China Mobile), and (3) on the front lines of full scale development
of 4G LTE, but (4) the discussed economic transformation itself bodes
very well for the "hometown hero"- in need to be optimized to compete
with the world (i.e., minimizing ADR weight).
Read the below articles (past two days) through the lens of this
recent release- corresponding to Chinese President Hu Juntao's visit
to Spreadtrum:
"Chinese President Hu Jintao has called for more efforts to promote
independent innovation and upgrading of the industrial structure
during his inspection tour to Shanghai which ended Sunday.
"At the Spreadtrum Communication, Inc., a high-tech company founded by
returned overseas students, Hu said independent innovation is the
lifeline of a company. He told the company staff "I hope you could
make further breakthroughs in core technologies, so as to boost
China's communication industry."
(http://www.spreadtrum.com/en/news/press-...
(1) Massive trade deficit > reinforce home-grown products/production
(http://online.wsj.com/article/SB10001424...
(2) China speeds economic transformation > trending toward a market
landscape that would benefit companies like Spreadtrum
(http://online.wsj.com/article/SB10001424...
(3) China doing less of the wrong thing (same as #2)
(http://online.wsj.com/article/SB10001424...
FINALLY - lest one be unduly pessimistic about China's economic
situation - here is some good/interesting commentary from WSJ
readers...
http://online.wsj.com/article/SB10001424...
On Mar 12, 7:24 am, MaxKolbe <gregschlue...@gmail.com> wrote:
> http://www.bloomberg.com/news/2012-03-09/china-mobile-leads-stock-gai...
http://www.spreadtrum.com/en/news/press-releases/pr2012-01-09
Spreadtrum Introduces Single-Chip MultiMode TD-LTE/TD-SCDMA/GSM
Baseband Modem at CES 2012 Highly Integrated TD-LTE Platform Places
Spreadtrum at Forefront of 4G Evolution in China
SHANGHAI, Jan. 9, 2012 -- Spreadtrum Communications, Inc. (NASDAQ:
SPRD; "Spreadtrum" or the "Company" ), a leading fabless semiconductor
provider in China with advanced technology in 2G, 3G and 4G wireless
communications standards, today introduced its first TD-LTE baseband
modem, the SC9610. Designed with 40nm CMOS silicon, the SC9610
integrates multiple communication standards into a single-chip design,
including multiband TD-LTE and TD-SCDMA and quad-band EDGE/GPRS/GSM.
The SC9610, which now expands Spreadtrum's product portfolio to 4G
standards, is sampling with customers who are evaluating the chip for
use in high end smartphone and datacard designs.
"Our single-chip multi-mode TD-LTE solution is a highly integrated
platform specifically designed for the communication standards in use
in China," said Dr. Leo Li, Spreadtrum's president and CEO. "We are
launching our solution as China Mobile begins more extensive trials
domestically. The depth of experience we bring in TD-SCDMA products,
combined with our early leadership in China's 4G network evolution,
positions Spreadtrum as a long-term leading provider of multimode
baseband solutions."
TD-LTE or "Time-Division Long-Term Evolution" is a 4G standard and the
evolution path from 3G TD-SCDMA for China Mobile, China's largest
domestic operator with more than 640 million total subscribers and an
expected 50 million 3G subscribers as of the end of 2011. China Mobile
has begun trials and network investment in TD-LTE and will continue to
do so until commercial licenses are granted by the China government,
which has also required that TD-LTE handsets be backward compatible
with TD-SCDMA. Spreadtrum's leadership in the TD-SCDMA market and the
maturity of its multimode technology for TD-SCDMA/EDGE/GPRS/GSM
ensures strong performance across both TD-LTE and TD-SCDMA
communications standards while the single-chip multi-mode design
enables a more seamless handover experience than multi-chip solutions.
Spreadtrum's SC9610 supports multiple bands, achieves downlink speeds
of 100 Mbps and uplink speeds of 50 Mbps and supports 5, 10, 15 and 20
MHz channels and 2x2 MIMO. The SC9610 is currently progressing through
field trials in China in tandem with customer design-in activities.
ALSO....
[The core/factual assumption shared by SPRD's institutional investors
(68% institutional) and Peter Lynch T/A analytical model (100% buy)
investment based upon expectation of fundamentals and outlook over
time, regarding factors that a current chart simply can't predict]
The stalling Chinese economy presents interesting future landscape for
SPRD- not simply in (1) offering the lowest-priced Smartphone's (vs.
all competitors), and (2) being positioned in the largest network
(China Mobile), and (3) on the front lines of full scale development
of 4G LTE, but (4) the discussed economic transformation itself bodes
very well for the "hometown hero"- in need to be optimized to compete
with the world (i.e., minimizing ADR weight).
Read the below articles (past two days) through the lens of this
recent release- corresponding to Chinese President Hu Juntao's visit
to Spreadtrum:
"Chinese President Hu Jintao has called for more efforts to promote
independent innovation and upgrading of the industrial structure
during his inspection tour to Shanghai which ended Sunday.
"At the Spreadtrum Communication, Inc., a high-tech company founded by
returned overseas students, Hu said independent innovation is the
lifeline of a company. He told the company staff "I hope you could
make further breakthroughs in core technologies, so as to boost
China's communication industry."
(http://www.spreadtrum.com/en/news/press-...
(1) Massive trade deficit > reinforce home-grown products/production
(http://online.wsj.com/article/SB10001424...
(2) China speeds economic transformation > trending toward a market
landscape that would benefit companies like Spreadtrum
(http://online.wsj.com/article/SB10001424...
(3) China doing less of the wrong thing (same as #2)
(http://online.wsj.com/article/SB10001424...
FINALLY - lest one be unduly pessimistic about China's economic
situation - here is some good/interesting commentary from WSJ
readers...
http://online.wsj.com/article/SB10001424...
On Mar 12, 7:24 am, MaxKolbe <gregschlue...@gmail.com> wrote:
> http://www.bloomberg.com/news/2012-03-09/china-mobile-leads-stock-gai...
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