Not long ago, OPPO gave up the chip design team Zheku Technology, so that many people think that there is a bottleneck in China's chip deployment, but not long ago, Honor established its own chip design team, and Shanghai Honor Intelligent was officially established!
Obviously, the importance of the chip design team is still self-evident, and Qualcomm is making an important decision! Foreign media believe: Samsung and mobile phone manufacturers are very uncomfortable, Qualcomm's decision has made things bigger!
As we all know, at last year's Snapdragon Summit, Qualcomm released its own new generation of flagship chip Snapdragon 8Gen2, which uses 4nm process technology and far exceeds MediaTek's Dimensity 9200 processor.
It has to be said that in addition to Apple's A series chips, Snapdragon 8Gen2 has become the flagship chip of choice for global smartphone brands, and the endless products on the market in just over half a year have proved the strength of this chip.
But this has also changed the pattern of the chip market, and the share occupied by a number of chip supplier giants such as Qualcomm, MediaTek, and Samsung has almost been reshuffled, and the ranking has changed again.
According to the data of the first quarter of 2023 compiled by international market research institutions, the supplier occupying the first chip market share is still MediaTek, but due to the impact of the cold current in the market, the share fell to 32%, and shipments have suffered a considerable decline.
To know that although MediaTek occupies the top spot all year round, the main direction of its chip products is committed to mature processes and is widely used in various fields, although the smartphone chip Dimensity series also has considerable strength, but after all, it is not as good as the Qualcomm Snapdragon series.
On the other hand, Qualcomm has taken advantage of advanced process chips in smart phones, tablets and other products, occupying 28% of the market share, closely following MediaTek.
Especially after Qualcomm handed over the foundry of advanced process chips to TSMC, the heating problem was alleviated and became the first choice of chips in the global smartphone market.
The third supplier is Apple's A series chips, although not exported, but with the help of Huawei smartphones due to sanctions to lose a large number of high-end mobile phone market share, with its own high sales accounted for 26% of the share.
In addition, the Chinese enterprise Unigroup and Samsung Orion accounted for 8% and 4% respectively, the former as a new star in the market, revenue was also affected by the cold snap, but fortunately the proportion did not decline significantly.
On the contrary, Samsung, as an internationally renowned brand, now has 3nm process chip foundry technology, while developing 2nm and 1nm processes, but its Orion chip is not popular.
You must know that Samsung Electronics' Orion chip accounted for 8% of the market last year, and once boastfully claimed that it would increase the share of smartphone chips occupied by its Exynos SoC to 25%, becoming a giant like Qualcomm, MediaTek and Apple.
But it turns out that Exynos SoC is not popular with mobile phone manufacturers, and even their own Samsung flagship models are using Qualcomm's Snapdragon chips, which shows that what was once a bold statement has now become evidence of "slap in the face".
It is worth mentioning that Huawei's HiSilicon, which has been in the market, has almost zero share after the third quarter of last year due to the fact that US capitalism cut off chip foundry technology.
Without HiSilicon, a strong competitor, Qualcomm almost dominates the market with its powerful Snapdragon mobile phone general-purpose chip, and now it has made an important decision, that is, to increase prices!
It is understood that not long ago, Qualcomm announced changes to the 4nm process chip of Snapdragon 8Gen2, and the external price was increased to as high as $160 each, which is about 1140 yuan according to the exchange rate, and the price can be described as high.
For a high-end smartphone, it occupies a lot of components, such as Xiaomi 13, the value of general-purpose chips accounts for more than a quarter.
As foreign media commented, Samsung and mobile phone manufacturers are very uncomfortable! What is more noteworthy is that this cost is added to smartphone products, which means that whether it is Samsung or domestic smartphones, there may be price increases in the future.
However, this situation may not last long, because the mainland R & D department has now mastered the three core technologies of EUV lithography machine, it is likely that the Chinese semiconductor market will also have our EUV lithography machine in the future.
Then there are still HiSilicon, Honor Intelligence, and DJI in the market can obtain advanced process chip foundry services that are not "stuck in the neck", and these Chinese IC design companies will become the "focus" of changing the market pattern.
Not only that, the price of mainland smartphones will not be affected by US capitalism, and Huawei can break the current blockade and reappear! I hope this day can come sooner, so what do you think about this? Welcome to leave a message in the comment area!