Text/JING
After the "Huawei incident", mobile phone manufacturers have realized the importance of mastering core technologies, and manufacturers such as Xiaomi, Google, vivo, and OPPO have launched self-developed chip products in 2021.
Enterprises that do not have the ability to develop chips themselves will improve their ability to resist risks by increasing suppliers. This decision has made many unknown chip suppliers begin to gain attention, and Tsinghua Unigroup Zhanrui is one of them.
Backed by telecom, ZTE
According to data released by CINNO Research, Tsinghua Unigroup is gradually replacing Huawei as a major chip supplier in China.
In October this year, the shipment volume of Tsinghua Unigroup Zhanrui chips reached 1 million pieces, an increase of more than 11238% year-on-year, while Huawei HiSilicon fell by 83% year-on-year, although Huawei is still leading Zhanrui in terms of shipments, but combined with the month-on-month changes, Unigroup Zhanrui replaced Huawei and climbed to the fourth position is only a matter of time.
The reason why the shipment of Tsinghua Unigroup Zhanrui chips has grown so fast is that in the author's opinion, there are two main reasons.
First, Tsinghua Unigroup has increased its emphasis on the 5G mobile phone chip business and continuously upgraded its products.
In the first half of this year, Tsinghua Unigroup announced a new 5G brand Tanggula and launched a variety of 5G chips. At the same time, the publicity of Tsinghua Unigroup Zhanrui on chips has also increased significantly compared with before. As fame continues to increase, it makes sense that product sales are growing.
Second, Tsinghua Unigroup Zhanrui obtained stable customer orders, and after the Honor mobile phone left Huawei, it was once unable to purchase a chip, and it was Unigroup Zhanrui who extended a helping hand to Glory.
Combined with the information released by the media, Honor will purchase the Unigroup Zhanrui processor for a long time according to the standard, which is the basis for the continuous growth of Unigroup Zhanrui chip shipments.
Of course, in addition to glory, Unigroup also has other partners in the market. According to the official information, the new generation of 5G mobile phones released by ZTE, Telecom, Hisense and other brands are all using Unigroup Tanggula 5G chips.
Not only that, some brands have also brought the application of Tsinghua Unigroup Zhanrui chip to the car tablet. The increase in customers and the development of application fields will help Tsinghua Unigroup to quickly gain a firm foothold in the chip market.
Compete with Qualcomm and MediaTek to grab the market
In essence, the market share that Tsinghua Unigroup zhanrui has obtained so far originally belonged to Huawei. Zigang Zhanrui chip shipments can be improved, not because the competitiveness of Tsinghua Unigroup Zhanrui chips is strong enough, but Huawei's withdrawal, resulting in a chip market demand greater than the supply.
From this point of view, whether Tsinghua Unigroup Zhanrui can still hold the market after Huawei's share is exhausted is the real test it has to face.
In terms of hard power, compared with Qualcomm and MediaTek, the gap between Tsinghua Unigroup and MediaTek cannot be bridged at all in the short term, and Tsinghua Unigroup Zhanrui does not have the capital to directly compete with the two manufacturers.
However, in the long run, it is not impossible for Tsinghua Unigroup to seize the market share of Qualcomm and MediaTek chips. After all, the Tsinghua Unigroup Zhanrui chip is currently the only domestic mobile phone chip that can be used and mass-produced.
In the case of the growing call for domestic substitution, the increasing sense of crisis of domestic manufacturers, and the long-term existence of chip shortages, the shipment of Tsinghua Unigroup Zhanrui chips is expected to continue to increase.
Moreover, the top management of Tsinghua Unigroup Has already expressed its position. Tsinghua Unigroup Zhanrui 5G products are about to enter the fast lane of development, Tanggula 6/7/8/9 series chips will go hand in hand, and there will be a product every year in the future.
With the launch of the high-end positioning Unigroup Zhanrui processor, the competitiveness and market appeal of Unigroup Zhanrui chips will be enhanced again.
Chip dark horse to take over Huawei
At present, Tsinghua Unigroup Has become a representative of the field of domestic chip design. In many fields, they have shown the meaning of taking over huawei. On December 27, UNIGroup released a new generation of 5G package solution, users can choose 5G main platform set and 5G RF front-end set according to their own needs. According to the information revealed by Tsinghua Unigroup Zhanrui, all the 5G platform products currently announced by Tsinghua Unigroup Zhanrui have achieved mass production.
Of course, it will take a long time for Tsinghua Zhanrui to catch up with Huawei HiSilicon. HiSilicon completed the design and production of 5nm chips in 2020, and Tsinghua Unigroup Zhanrui recently announced that Tanggula 6nm chips have achieved stable supply, and the technical gap between the two companies can be seen.
However, combined with the current situation of Huawei HiSilicon, it also has to hand over the chip domestic chip baton.
Write at the end
On the whole, the future of Tsinghua Unigroup Zhanrui will not be smooth sailing, although the market environment is good, customers and consumers are also very tolerant of Unigroup Zhanrui processors, but because Unigroup Zhanrui technology lags behind too much, want not to be eliminated by the market, take over Huawei, Unigroup Zhanrui also needs to make more efforts in technology research and development and capacity improvement.
In your opinion, can Tsinghua Unigroup Become a Leader in the Field of Chip Self-development in China?