We have a little conundrum on our hands, people.
Two weeks ago, radio-chip specialist Spreadtrum
But then Marvell Technology
Uh-oh. This sounds like two companies owning 120% of the TD market. Should we call one or the other a liar? What's going on here?
To me, it looks like a bit of gerrymandering gamesmanship from both Spreadtrum and Marvell. The companies don't seem to define the TD market exactly the same way -- Spreadtrum very specifically talks about 50% share in TD-SCDMA handsets while Marvell broadens the scope to everything TD. That includes the older TD-CDMA standard and also the upcoming TD-LTE technology. Slice these various flavors of market pie just so, and you might end up with more than a full pie between these two.
In any case, it's clear that TD-SCDMA is helping both companies. Marvell's TD sales helped drive 6% sequential growth in total revenue and $0.40 of non-GAAP earnings per share.
It's not all wine and roses for Marvell, though. The company is a huge player in controller chips for hard drives, and will suffer alongside major customers Western Digital
We've also invested in another less-than-obvious play on the mobile market, seizing the opportunity as that company moves out of the aging computer systems industry and into "The Next Trillion-Dollar Revolution." There's a free report right here with your name on it, itching to explain the whole trillion-dollar market play in great detail.
Fool contributor Anders Bylund holds no position in any of the companies mentioned. The Motley Fool owns shares of Marvell Technology Group, China Mobile, and Western Digital. Motley Fool newsletter services have recommended buying shares of China Mobile. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinion, but we all believe that considering a diverse range of insights makes us better investors. Check out Anders' holdings and bio, or follow him on Twitter and Google+. We have a disclosure policy.