關(guān)鍵字:聯(lián)發(fā)科技 開曼晨星半導(dǎo)體 收購
對于此消息,昌旭已與MStar負責(zé)人確認屬實,不過,他表示收購還會走幾個階段,并且中間仍存在諸多可變因數(shù)。同時,他指出,即使收購合并成功后,MStar的中國區(qū)運營仍不會變,還是由林永育來主管,集團公司將會分為兩個Group運作,在董事會層面進行協(xié)調(diào),以緩解目前越來越無底線的價格戰(zhàn)。
要把MStar收購,總共分三步
具體來說,第一階段,在接下來的50-60天內(nèi),MTK必須按益價(約20%)收購MStar股票的40-48%,不得低于40%,不得高于48%,如果低于40%,此次收購不成立。如購買成功后,MStar的手機業(yè)務(wù)并入MTK。
第二階段,由于接下來MTK的電視業(yè)務(wù)要并入MStar,兩家合并后可能帶來壟斷的市場份額,所以要走很多法律程序。商務(wù)上來看,這兩家在電視業(yè)務(wù)上的合并可能遇到較大的挑戰(zhàn),所以這階段法律程序能否走通是此次收購能否成功的關(guān)鍵,存在不少變數(shù)。
第三階段,如果在商務(wù)、法律上獲得通過,則會在明年初實現(xiàn)兩家的合并。如上所述,MTK的電視業(yè)務(wù)劃到MStar。但是兩家公司仍是獨立運作,只是董事會層面統(tǒng)一管理。據(jù)MStar這個負責(zé)人表示,MStar中國區(qū)負責(zé)人還是林永育,粱公偉仍是負責(zé)整個MStar集團。但是公司名稱會統(tǒng)一為MTK。
“此次收購主要是兩家對于目前競爭激烈的手機市場達成一致看法,認為不能沒有價格底線,特別是MStar近期也強勢推出單芯片TD智能機方案和EDGE智能機方案,如果不合作,會再次導(dǎo)致市場的價格戰(zhàn),兩家公司已認為沒有必要如此競爭。”這個負責(zé)人表示。
他們的合并和合并目的,昌旭是認可的,因為業(yè)界已到了殺紅眼不分死活的階段,需要大家冷靜下來思考一下了。這一對臺灣地區(qū)大小M絕對“勁敵”的合并,會大大改變手機/消費類IC市場的格局,上對高通、Marvell、博通,下對展訊、RDA和聯(lián)芯科技都帶來較大的挑戰(zhàn)。而他們合并的背景則是一個多屏互動、移動互聯(lián)網(wǎng)的大前提。昌旭認為,3-5年后的勝者一定是能絕對掌控多屏互動的廠商,只在一個單一的平臺上擁有優(yōu)勢已很被動,所以,我們可以看得見的是現(xiàn)在高通、Marvell也在往TV和TV盒子上布局,當然,還有布局這些多屏互動需要的無線傳輸技術(shù)。
雙方高層的說法
對于此案,聯(lián)發(fā)科技董事長蔡明介表示:“聯(lián)發(fā)科技與開曼晨星在無線通訊與數(shù)字家庭領(lǐng)域皆居于領(lǐng)導(dǎo)地位, 有鑒于近年來產(chǎn)業(yè)走向整合的趨勢,相信此次合并案可為 IC設(shè)計產(chǎn)業(yè)樹立新的里程碑。未來兩家公司將結(jié)合各自的競爭優(yōu)勢,優(yōu)化資源配置,得以更專注于新產(chǎn)品的開發(fā),及下一世代技術(shù)的發(fā)展。此外,面對全球化的競爭及快速變化的產(chǎn)業(yè)態(tài)勢,相信合并后的公司將站在更佳的位置上,以因應(yīng)下一階段的挑戰(zhàn),更進一步提升聯(lián)發(fā)科技的全球競爭力。”
開曼晨星董事長梁公偉表示:“開曼晨星與聯(lián)發(fā)科技皆擁有扎實的研發(fā)實力與優(yōu)良的執(zhí)行力,過去兩家公司分別在各類產(chǎn)品領(lǐng)域里深耕,都有優(yōu)異的表現(xiàn),透過此次強 強聯(lián)手的合并案,相信可以更有效地整合雙方公司的資源,為未來的長期全球成長布局。此外,也希望透過此一合并,促進產(chǎn)業(yè)整合,加強亞洲IC設(shè)計產(chǎn)業(yè)的全球競爭力。”
關(guān)鍵字:聯(lián)發(fā)科技 開曼晨星半導(dǎo)體 收購
這兩家公司在業(yè)界中經(jīng)常被稱為“M兄弟”。MTK收購MStar,可鞏固合并而成的新公司在數(shù)字消費市場中的優(yōu)勢地位,至少在未來幾年可以做到這點。
目前,MTK是手機、DVD/藍光播放器和光驅(qū)等領(lǐng)域中市場份額最大的公司,而在數(shù)字電視領(lǐng)域則位居第二,排在MStar之后。MTK在寬帶DSL市場排名第三。
顫抖吧!博通、意法半導(dǎo)體、ST-Ericsson還有Renesas Mobile
盡管在移動領(lǐng)域MTK與高通還不能相提并論,但MTK的穩(wěn)步成長正在提高全球數(shù)字消費電子市場的集成度。
永遠不要低估臺灣企業(yè),認為他們只是低成本的芯片仿制者。他們早就今非昔比了。
MTK目前的優(yōu)勢在于其整合能力,能夠把硬件和軟件整合成真正的完整解決方案交給系統(tǒng)OEM廠商。聯(lián)發(fā)科技的做法尤其符合中國眾多新興手機與數(shù)字電視廠商的需求,使其得以擴大用戶范圍。
Renesas Mobile的一名高管幾個月前在接受《EE Times》采訪時對MTK能夠開發(fā)與自己的硬件相配的完整軟件頗為驚嘆。他說:“當我們進入中國的時候,所有優(yōu)秀的軟件工程師都已經(jīng)被MTK網(wǎng)羅走了。”
在數(shù)字電視市場,MStar和MTK都利用自己與中國大陸的密切聯(lián)系來擴大市場份額,并支配全球數(shù)字電視SoC市場。
據(jù)說MStar在利用自己的分銷網(wǎng)絡(luò)從越來越多的中國ODM廠商中贏得設(shè)計訂單,而MTK則顯得比較挑剔。“他們不是與所有的人合作。他們在選擇客戶方面比較謹慎,”一名要求匿名的電視芯片公司的高管表示。
MTK為其全面的客戶支持感到自豪。“我們不僅向客戶提供參考設(shè)計,我們還提供‘全部解決方案’,從低層軟件、批量生產(chǎn)一直到測試與驗證,”MTK總經(jīng)理謝清江上次的消費電子展上接受《EE Times》采訪時表示。
MTK在并購方面也是高手
實際上,MTK在結(jié)盟與收購方面的膽識經(jīng)常被產(chǎn)業(yè)分析師所稱道。其中一次重大交易是,2008年以3.5億美元收購亞德諾半導(dǎo)體(ADI)的基帶芯片產(chǎn)品線,此舉不僅增強了MTK的產(chǎn)品線,而且使其打入一線手機生產(chǎn)商。
也許略微有些牽強,但絕對有聯(lián)系,MTK的成功與諾基亞最近幾年的沉淪有密切關(guān)系。許多產(chǎn)業(yè)觀察家認為諾基亞的失誤在于沒有及時抓住智能手機潮流,也沒有采納安卓系統(tǒng)。其實在出現(xiàn)這些失誤之前,諾基亞早已在功能手機市場落敗。把諾基亞推到懸崖邊上的是功能手機,而不是智能手機。
誰贏得了這場戰(zhàn)斗?
當然是MTK。
當諾基亞還在繼續(xù)堅持自己開發(fā)硬件/軟件整合型解決方案時,MTK卻已經(jīng)利用中國大陸的軟件開發(fā)大軍,向手機廠商提供高度集成的軟件/硬件全套解決方案,再由這些廠商在中國生產(chǎn)功能手機。
而他的身份,只是臺灣的一家芯片廠商而已。
Dial 'M' for MediaTek
Junko Yoshida
PARIS – MediaTek’s bid to buy Mstar is likely to cement the supremacy of the combined power of the two Taiwan-based companies -- often described as the “M brothers” -- in the digital consumer market, at least for the next several years.
Today, MediaTek alone claims the global number one position in terms of market share in mobile phones, DVD/Blu-Ray players and optical disc drives. MediaTek is the runner-up -- after Mstar -- in digital TV, and holds the number three position in the broadband DSL market.
Move over, Broadcom, STMicroelectronics, ST-Ericsson, and Renesas Mobile.
Although it’s a stretch to compare MediaTek with Qualcomm in the mobile world, MediaTek has steadily risen, to the point where the company is getting the global digital consumer electronics market pretty much wrapped up.
Never underestimate Taiwan-based companies, thinking that they are just low-cost, me-too chip vendors. Those days are long gone.
The strength of MediaTek today lies in its ability to integrate software and hardware as a genuine turnkey solution for system OEMs, to an unprecedented extent. The MediaTek playbook has worked particularly well with a number of emerging handsets and DTV companies in China, allowing MediaTek to extend its reach.
A Renesas Mobile executive, during an interview with EE Times several months ago, marveled at MediaTek’s power to develop complete software to go with its own hardware. “By the time we showed up in China, all the good software engineers were already picked over by MediaTek,” he said.
As for the digital TV market, both MStar and MediaTek have used their proximity to China to build market share and dominate the global digital TV SoC market.
While MStar is said to have exploited its distribution network to gain design wins among a growing number of Chinese ODMs, MediaTek is viewed as being more selective. “They don’t work with everyone. They are much more careful about choosing their customers,” said a TV chip company’s executive who spoke on condition of anonymity.
MediaTek takes pride in its comprehensive customer support. “We give our customers not just reference designs. We offer them ‘total solutions’ from lower-level software, mass production to testing and validation,” crowed MediaTek President C.J. Hsieh during an interview with EE Times at the last Consumer Electronics show.
MediaTek is no stranger to the M&A world, either.
In fact, MediaTek’s aggressiveness in forming partnerships and for its acquisitions is often praised by industry analysts. One significant deal was 2008’s $350 million acquisition of Analog Devices Inc.’s baseband chip product lines, which not only strengthened MediaTek’s product line but also gave the company access to tier 1 handset makers.
Slightly off-topic, but totally relevant, is that MediaTek’s success has everything to do with the downfall of Nokia in recent years. Many industry observers blame Nokia for not catching onto the smartphone trend soon enough, or for not embracing Android. Regardless of these missteps, Nokia had already lost the battle in the feature phone market. It wasn’t the smartphone, but the featurephone that pushed Nokia to the brink.
And who won the battle?
MediaTek.
While Nokia continued to insist on developing hardware/software-integrated solutions on its own, MediaTek, a mere chip vendor from Taiwan, leveraged an army of software developers in China and put together a well-integrated software/hardware turnkey solution for mobile handset vendors who make feature phones in China.