Text/Di Lin Review/Zi Yang Proofreader/Zhi Qiu
Since mid-February, there have been important personnel changes at the top of Tsinghua Unigroup, and the positions of CEO and chairman have changed.
The high-level personnel changes of Tsinghua Unigroup Exhibition have attracted widespread attention inside and outside the industry, after all, this domestic chip is the only company that can rank among the top five in the world in addition to Huawei HiSilicon.
Catch up with Samsung, second only to Apple
According to the survey report released by counterpoint, a well-known market research agency, in the fourth quarter of 2021, in the global smartphone processor market share ranking, Unigroup Zhanrui surpassed Samsung Electronics and Huawei HiSilicon and ranked fourth in the world.
The company's market share reached 11% in the fourth quarter of 2021, an increase of 175% compared to the same period in 2020.
In addition, the position of Tsinghua Unigroup in the global market has approached Apple, and if it can maintain its growth momentum, it is expected to catch up with Qualcomm and MediaTek.
The reason why Tsinghua Unigroup Zhanrui can have such an outstanding performance in the fourth quarter of 2021, the author believes that there are two main aspects, on the one hand, it is the "Huawei dividend".
Affected by the ban, Huawei HiSilicon was cut off by the world, Huawei has chip design capabilities, but can not find a wafer foundry for its mass production processor, so Huawei HiSilicon will fall so far, the market share is only 1%.
At the same time, Huawei's smartphone business has also been implicated, and now it has fallen out of the top six and is classified as "Others", which is even worse than the situation of Huawei HiSilicon.
On the other hand, it is thanks to the efforts of Unigroup Zhanrui itself. In recent years, the company has played a stable role in the low-end processor market, and has mastered the design capabilities of 6nm chips, and the performance of the products launched is relatively excellent.
Because of this, Tsinghua Unigroup Zhanrui was able to enjoy the dividend of "Huawei's fall", taking advantage of the momentum to surpass Samsung Electronics and rank fourth in the world.
In addition, the author also believes that MediaTek has used the "Huawei dividend" to impact the high-end market, and to a certain extent, it has also vacated a lot of low-end smart machines and functional machine markets.
This just provides a broader space for the development of Tsinghua Unigroup, which is currently focusing on the low-end market.
It is worth mentioning that the customer structure of Tsinghua Unigroup Has also been significantly upgraded, which can also lay the foundation for the substantial growth of the company's market share.
The author understands that since 2021, the company will gradually enter the supply chain system of Honor, Realme, Vivo and Samsung Electronics.
Why can't Tsinghua HiSilicon become Huawei?
In addition, Tsinghua Unigroup's customer base also includes well-known brands with relatively low popularity such as Motorola, ZTE and Transsion.
However, even if Tsinghua Unigroup Zhanrui can achieve a greater breakthrough in market share, the author believes that this domestic chip leading enterprise cannot completely replace Huawei HiSilicon.
First of all, there is a big gap between Unigroup Zhanrui and Huawei in terms of brand value and influence, which leads to certain limitations in the process of Tsinghua Unigroup Zhanrui's march to the mid-to-high-end market.
Of course, Tsinghua Unigroup Zhanrui may also have been focusing on the low-end market, so that this domestic chip and Huawei HiSilicon are completely incomparable, after all, there is an essential difference between the positioning of the two sides.
Secondly, the model of Tsinghua Unigroup Zhanrui is different from Huawei HiSilicon. The chips designed by the latter can be applied to a variety of smart devices under Huawei, and even if there is no third-party customer, Huawei HiSilicon can also achieve internal digestion, avoiding many risks in commercialization.
However, Tsinghua Unigroup does not have a reliable terminal business, let alone a smartphone, which is a very important business in the era of Internet of Everything.
Therefore, Tsinghua Unigroup needs to always pay attention to the quality and health of the customer base, and find good sales channels for various types of chips independently developed.
Write at the end
On the whole, the author believes that it should be difficult for Tsinghua Unigroup to completely replace Huawei HiSilicon, but it is not completely impossible. After all, the future direction of the development of Unigroup Zhanrui cannot be conclusive at present.