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The catch-up of domestic chips has scared Qualcomm, the leader of mobile phone chips in the United States, and made moves to cope with the competition

2022-06-24 15:40:00 Bai Ying's random talk

A few days ago, a domestic mobile phone brand adopted the mobile phone chip launched by a new domestic chip enterprise JR510, There was a heated discussion , However, people in the industry found that Qualcomm seems to be behind it , It is thought that Qualcomm may use the hand of a Chinese joint venture to counterattack against Chinese chip companies .

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It is understood that JR510 The chip joint venture was formed by Qualcomm and China Investment Corporation in the early stage , Later, after multi-party financing , Qualcomm has always been the only foreign-funded company , This highlights Qualcomm's influence on Lingsheng technology .

This launch JR510 The chip is not a very advanced chip , It uses 11nm Process manufacturing , At present, low-end chips have been adopted 7nm In the case of process production ,JR510 In fact, it is already very backward , But the company still launched this chip and adopted it by domestic mobile phones , This may be done to meet the challenges of Chinese chip enterprises .

Qualcomm has dominated the global mobile phone chip market for nearly a decade , however 2019 In, due to the practice of the United States towards Huawei , Chinese mobile phone companies are worried about similar experiences , As a result, the adoption of Qualcomm chips has been greatly reduced , Increase the proportion of chips used by MediaTek , Result in 2020 In, MediaTek won the first place in the global chip market for the first time , Qualcomm was kicked to the second place .

2021 Qualcomm experienced a sharp recession in , At a low point , Qualcomm's market share has fallen to 24%, The market share of MediaTek once exceeded 40% , Let Qualcomm lose face .

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2021 In addition to the surge in market share of MediaTek , There is another chip company in China, Ziguang zhanrui, which is rising , The data provided by the analysis organization shows that Ziguang zhanrui once achieved a hundredfold growth , From deficiency 1% Our market share has increased to 11%, It ranks among the top five in the global mobile phone chip market .

The rise of MediaTek and Ziguang zhanrui is mainly based on the medium and low-end market , They all started by providing mobile phone enterprises with cost-effective middle and low-end mobile phone chips , After accumulating technology, we will advance to the medium and high-end chip market .

The development momentum of MediaTek is fierce , MediaTek has gained absolute advantages in the middle and low-end market ,2020 Tianji launched in 1000、2021 Tianji launched in 9000 In performance 、 In terms of power consumption, it has crushed Qualcomm's high-end chips in the same period , In contrast, Qualcomm has two successive generations of high-end chip Xiaolong 888、 Xiao dragon 8G1 All have fever problems , As a result, Qualcomm's last position in the high-end chip market was captured .

Ziguang zhanrui began to enter the mid-range chip market , Currently, Ziguang zhanrui has launched the world's first 6nm EUV Process of 5G Soc Chip Huben T7520, It has been adopted by domestic mobile phones , Ziguang zhanrui is expected to capture more market share in the mobile phone chip market .

Facing the offensive of Chinese chip enterprises , Qualcomm is not willing to give up profits , Perhaps they intend to fight a price war in the form of a joint venture , This has little impact on Qualcomm , Winning the market can defeat MediaTek and Ziguang zhanrui , Unable to occupy the market will not cause too much loss to it .

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Qualcomm is smart to do so , Use Chinese joint ventures to deal with Chinese chip companies , Then it will bear much less blame , At the same time, it is also more conducive to obtain the support of Chinese mobile phones through Chinese joint ventures , More hopeful of success , This is its little abacus , In any case, the joint venture may exert certain pressure on MediaTek and Ziguang zhanrui .

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