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Huawei is going into the chip market? Qualcomm, what do you think
Time£º2016/1/7 9:03:19

China huawei in 2015 is expected to reach the global sales of more than 100 million smartphones, according to will become the world of intelligent mobile phone, the other can not be ignored as huawei's chip industry haisi semiconductors (HiSilicon) is developing its own system of single chip (SoC), and also appears to be to build their own graphics chips (gpus) and memory products, show the future haisi has its own application processor (AP) may rise.

The huawei mobile phone chip suppliers mainly Qualcomm, Qualcomm, faces a huawei chip order out of stock, even in turn into a competition pressure, huawei and rise of haisi alliance, not Qualcomm.

According to Seeking Alpha site analysis, issued by huawei has the ability to develop market competitiveness and the low cost of SoC, such as huawei was to build a model based on their own "Kirin 950" (950) Kirin AP, shows have competition with other competitors solutions of the specifications of the power. Kirin 950 USES the 900 MHZ Mali T880 MP4 specification, and design for double ISP 14 yuan, can improve device photo and video performance.

In addition, huawei also has been able to make the overall solution, such as huawei i5 coprocessor can reduce the energy consumption of the lowest mA from 6.5 to 90 mA, 16 USES nanometer technology production, the built-in LTE Cat - 6 and has (support, can reduce from deferred up to 8, and provide from 50 hz ~ 70 hz audio support.

From huawei camp has the ability to develop advanced SoC, shows have in the AP market competition strength, coupled with the recent rumours is developing its own GPU, huawei will keep pace with Apple (Apple) and Samsung Electronics, Samsung Electronics development steps.

See if the future development of huawei has its own IP, or even to develop their own specifications and other semiconductor products such as memory, then passed on to other foundries to assist production, seem to be a surprise. This development model is like apple developed its own AP, then passed on to TSMC and samsung foundry production, let huawei more autonomy in the development of the mobile AP.

Based on the above reasoning, and then observe huawei could reach 2015 global handset shipments of more than 100 million scale, due to the high order huawei mobile phone still more mining qualcomm products, if the sustainable development in accordance with the above process, the final huawei is expected to fully use their AP, qualcomm fear losing a big orders for customers.

If future huawei to provide the AP to other companies, further compressed qualcomm or mediatek industry occupies a space, means that the company could face market attack, besides the current company in mainland China also face some tort lawsuit.

Future qualcomm to turnaround, in addition to expand health care and the emerging field of business opportunities, such as unmanned aerial vehicle (uav) (Drone) released from qualcomm has cooperation with manufacturers, a new generation of chips or help to transferred qualcomm Snapdragon 820 more big achievements, and reverse Snapdragon 810 bad impression.

It is worth mentioning that huawei is also developing code "Kirin OS" (Kirin OS) of its own mobile operating system, although also have the huawei mobile phones in the future to give up the potential of using Android system. But to give up the price of mainstream mobile platform could be far higher than without the use of an AP effect, after all, the world has high city share of Android, and make today's vast application ecosystem.

But from the current Microsoft (Microsoft) mobile platforms, share is still low, face a dilemma, the future of huawei mobile device from the Android system will not be easy, and even Microsoft all existing city example of breakthrough is not easy.