Mobile phone industry is actually a two big things happened recently, is a qualcomm sued meizu, mediatek into samsung supply chain. The two things that mobile phone chips into the left for the king's age...
In addition to selling hammer technology to sell mobile phone industry is actually a two big things happened recently, is a qualcomm sued meizu, mediatek into samsung supply chain. The two things that mobile phone chips into the left for the king's age. In fact, since last year, the semiconductor industry as a whole into the stronger, the strong left for the king's cycle.
Besides apple samsung huawei itself development chip, along with the nvidia's exit, broadcom's exit, satisfying the exit, Intel's exit of science and technology, market shipments to two big LTE solution provider qualcomm, mediatek chips concentrated, even if the global smartphone market growth is slowing.
At present, the pattern is still not changed, is the world's largest mobile phone manufacturing base in China, millet, huawei, OPPO, VIVO, zte, TCL, lenovo, gionee worldwide top ten eight seats used brand, and the meizu, one plus, hammer, Letv, 360, hot pepper and so on a large number of small and medium-sized brands. These are qualcomm, mediatek's main customers, qualcomm's share of the flagship market than mediatek, mediatek in low-end market share than qualcomm, mid-market become the focus both sides fought, and the chip is a sharp drop in gross margins.
Mediatek at present in the mid-market advancing quickly, the sunrise brand become gionee, OPPO \ VIVO, meizu four light flagship of brand of homebred mobile phone chips, the major suppliers of OPPO R9 series become this year's domestic sales flagship's biggest dark horse. As is known to all, the offline channel buyers don't too concerned about performance parameters, but the mobile phone design brand preferred. Now into the samsung supply chain, combined with Taiwan's HTC, macro brands such as blessings, China and South Korea three big market into a bag. Mediatek chips iot in wearable device market share, cost-effective and one-stop solution or the most understand Chinese intelligent hardware manufacturers. Before a backgammon watches, huaqiang north after low-end VR equipment shop goods. Mediatek June revenue report to be released, the annual growth rate of close to fifty percent, not only written record highs in three consecutive months, the second half of the chip is still tight.
In contrast, qualcomm aspects, in addition to the chip, and the other revenue derived from authorization, both in the first quarter fell in. Antitrust on the charging machine, huawei, samsung, apple to tonghua significantly high, despite the zte, ZUK, TCL, Nubia, millet, Letv brand flagship model such as power, high-end market atrophy is inevitable. Qualcomm hand card or a lot, on the one hand, to obtain good start Xiao dragon 820 will be 4, 6, xx xx product line to adjust expansion, bring more differentiated experience for end products, it is not only the smartphone more is an unmanned aerial vehicle (uav), VR, robots and other fields. Gradually through the sticks and carrots strategy, with most of the Chinese mobile phone manufacturers to sign the charge standard, machine again unified front, although have the meizu this batman in the way them to the big picture. Qualcomm, on the other hand, bound more closely with the Chinese market, out of the shadows antitrust, licensing business no trouble back at home, with legal protection investment accelerated, set up new industry research and development center, smic 28 nm process, high performance or will attract a turning point.
With and 4 g + NB - IOT construction continues, the trend of mobile Internet to smart Internet increasingly clear, the purple light show sharp chips (LTE) (uav), zte, datang league core microelectronics (communication module) China IC design companies such as window of opportunity is deflation, how to find their own positioning is very important.
