The major domestic giants attach great importance to self-developed chips, in addition to worrying about the future development of domestic mobile phone brands, the most important thing is to no longer be subject to people. After all, the core technology of mobile phone SoC is in the hands of others, and no one will be at ease.
As we all know, the homogenization competition of mobile phones is very serious, and it is impossible to bring users some new features that are eye-catching. In order to enhance the product strength of mobile phones, self-developed chips have gradually become a new track for mobile phone manufacturers.
However, with the domestic mobile phone manufacturers in the direction of self-developed chips have made achievements, the dilemma of lack of core mobile phones will be solved sooner or later, we may wish to wait for the future domestic mobile phone self-developed chips!
Although the impact of missing cores is all-round, not all chips can "make a lot of money". Low-end chip capacity is actually overcapacity, the price of these chips is not only difficult to rise, but also likely to fall. Only chips with better performance, related to 5G and electric vehicles, are the chips that are really needed and will increase in price, and their upstream raw material suppliers can also enjoy the dividends of the long-lost "chip super inflation cycle".
For example, after the shortage of HiSilicon security chips, the entire security surveillance camera market has been affected; it is worth mentioning that big brands like Le Orange can still maintain the original price even in the case of chip shortage and camera shortage, and do not raise the price indiscriminately. The tide of chip shortages cannot be completely solved in the short term.
In the short term, the development of the domestic chip industry does face challenges. Since semiconductor companies need a relatively long cycle from construction and installation to production, and the technical requirements of self-developed chips are high, it is still difficult to alleviate the tight supply of semiconductors in the next 1 to 2 years.