Text/Ball Review/Zi Yang Correction/Zhi Qiu
On January 14, Aiji Micro News, Tsinghua Unigroup Zhanrui announced the annual operating income of 2021, and the company earned 11.7 billion yuan in 2012, an increase of 78% compared with the same period last year.
From the perspective of revenue data, the performance of Tsinghua Unigroup Zhanrui in the chip market in 2021 is also extremely outstanding, rising strongly with a dark horse posture.
Purple light is rising sharply
Not only the revenue performance, in the global chip market, the market share of Tsinghua Unigroup Zhanrui is also rapidly increasing, according to the market research agency Counterpoint released the global third quarter of 2021 smart phone chip data, Unigroup Zhanrui won 10% of the market share, surpassing Samsung, ranking fourth in the world.
Why has Unigroup ZhanRui been able to rise successfully?
According to the author's understanding, Tsinghua Unigroup Zhanrui is a very strong chip design enterprise, although the popularity is not as good as MediaTek and Huawei HiSilicon, but Tsinghua Unigroup Zhanrui is one of the few companies in the world that has mastered many scene communication technologies such as 2G-5G, WiFi, Bluetooth and satellite communications, and has the ability to design various chips.
In 2021, Tsinghua Unigroup Zhanrui seized the opportunity of the 5G era and began to launch 5G mobile phone chips for the market, and was favored by many mobile phone manufacturers, such as glory, Samsung, Transsion, ZTE and other well-known mobile phone brand giants, all of which have established a deep cooperative relationship with Tsinghua Unigroup Zhanrui.
It is worth mentioning that at the end of 2021, Tsinghua Unigroup held a flagship chip conference, released the second generation of 5G mobile platform Tanggula T770 and Tanggula T760 chips for the market, and adopted a 6nm process process, both in terms of performance and integration, compared with the previous generation has a comprehensive improvement.
Obviously, the second-generation 5G chip released by Tsinghua Unigroup Zhanrui has demonstrated its strong strength in semiconductor technology and communication technology to the outside world.
Tsinghua Unigroup ZhanRui succeeds Huawei
Tsinghua Unigroup's outstanding performance in the chip market is regarded by the industry as Huawei's successor. It is undeniable that Tsinghua Unigroup can rank fourth in the world and does have excellent chip design capabilities, but to some extent, Unigroup Zhanrui still has a certain gap with Huawei.
For example, chip design capabilities, at present, Unigroup Zhanrui only has the ability to design 6nm chips, and the positioning is still a low-end chip. In contrast, Huawei, in 2020, Huawei HiSilicon has the strength to design 5nm mobile phone chips, if there is no sanction, it is expected that Huawei HiSilicon already has the ability to design 4nm chips.
The author believes that the lag of Tsinghua Unigroup's chip technology behind Huawei is only temporary, and advanced chip products should be launched in the future.
The reason why the author is so confident in Tsinghua Unigroup Zhanrui is mainly to see that its operating income has been constantly reaching new highs, for example, in 2021, Tsinghua Unigroup Zhanrui will achieve a revenue of 11.7 billion yuan, so that it has enough funds to have the research and development of chip technology and continuously carry out technology iteration.
In addition, Tsinghua Unigroup Zhanrui is not completely behind HiSilicon, in the segmented children's smartphone chip market and feature phone chip market, UNIGroup Zhanrui is more dominant than Huawei HiSilicon.
Write to the end
As Tsinghua Unigroup continues to increase its R&D investment in 5G chips, the company is bound to launch industry-leading 5G processors in the future, especially in the context of the domestic replacement tide, which should be favored by more customers.
In short, look forward to Tsinghua Unigroup zhanrui to become the next Huawei HiSilicon.