The rise of another domestic mobile phone chip is close to the height reached by Huawei

Market organization counterpoint The published data show that ,2021 year Q4 The market share of Ziguang zhanrui continues to grow rapidly , It has gained more than 10% market share in the global mobile phone chip market , This is close to Huawei's market share of more than 10% that year , It shows that Ziguang zhanrui is bearing the banner of domestic mobile phone chips .

counterpoint This data shows that ,2021 year Q4 Ziguang zhanrui has a share in the global mobile phone chip market 11% Market share , Year on year 4% growth 175%, Among the top six mobile phone chip enterprises, the growth rate is the first , This is already its continuous 5 Quarter to quarter growth .

Ziguang zhanrui has formed a tripartite confrontation with MediaTek and Qualcomm in the functional mobile phone market , Since entering the era of smart phones , Ziguang zhanrui is in India 、 Africa and other functional mobile phone markets rank first , The annual chip shipments reached 6 Billion pieces .

Unfortunately, Ziguang zhanrui has gained little in the smart phone market in those years , Its share in the smart phone chip market lags far behind that of Qualcomm and MediaTek , Even Samsung and Huawei are inferior to , It is indeed a pity .

2020 year 9 month 15 After the day , TSMC can no longer manufacture chips for Huawei , Huawei quickly split the glory mobile phone , Glory mobile phone gives Ziguang zhanrui a chance , Glory Mobile has launched a number of smart phones with Ziguang zhanrui chips , Ziguang zhanrui's chip shipments surged , Its ranking in the global mobile phone chip market has risen steadily , Now, it has finally established a tripartite confrontation with Qualcomm and MediaTek in the smart phone chip market .

Second half of last year , Ziguang zhanrui's chip shipments in the domestic market have accelerated again , among 2021 year Q3 The shipment volume of has increased 100 times , The reason is that Chinese mobile phone enterprises realize that supporting MediaTek has failed to ensure their interests .

from 2019 Since the second half of , For well-known reasons , Chinese mobile phone companies have reduced their purchases of Qualcomm chips , Increase the procurement of MediaTek chips , To balance Qualcomm and diversify chip sources . Relying on the support of Chinese mobile phones , MediaTek's chip shipments have grown rapidly and are growing 2020 In, the annual shipment volume surpassed Qualcomm for the first time , Cost the global mobile phone chip market .

2021 In, MediaTek continued its growth momentum ,2021 year Q2 MediaTek's share of the global mobile phone chip market has grown to 43%, Qualcomm's market share fell to 24%, This is the most beautiful moment of MediaTek . However, after MediaTek reached its glory , But the price of the chip has been raised , Tianji was released at the end of last year 9000 The price of chips has doubled , This naturally makes Chinese mobile phones angry .

To counter MediaTek , Chinese mobile phones are turning to Qualcomm again , At the same time, they also began to support Ziguang zhanrui, a chip enterprise in Chinese Mainland , As a result, the shipments of these two chip companies have achieved rapid growth , And the market share of MediaTek has increased from 43% Down to today's 33%, The decline is quite obvious .

Benefit from the support of domestic mobile phones , Ziguang zhanrui became the biggest beneficiary of this time , Its market share has been in line with that of Huawei 2020 year Q2 Won the first place in the global mobile phone market and occupied the global mobile phone chip market share 16% Be closer to , Relying on the fact that Chinese mobile phones account for half of the global mobile phone market , Ziguang zhanrui's market share is expected to rise further .

With this momentum , It is quite possible that MediaTek will lose its dominant position in the global mobile phone chip market this year , Qualcomm is likely to regain the leading position in mobile phone chips , As for the height of Ziguang zhanrui, it depends on how much domestic mobile phones support it .

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