UNISOC, the largest independent mobile phone chip company in mainland China and the top three in the world, recently released a 5G mobile phone SOC chip, using the leading 6nm EUV process, plus another mobile phone chip company in mainland China, Huawei HiSilicon and Taiwan’s MediaTek, China Many mobile phone chip companies have rushed to attack the 5G mobile phone chip market, which has undoubtedly caused huge pressure on the US chip company Qualcomm.
Affected by the US restrictions on Huawei, Huawei mobile phones have greatly reduced the proportion of US Qualcomm chips, and increased the proportion of self-developed mobile phone chips and MediaTek chips; not only that, OPPO, vivo, and Xiaomi, the top four domestic mobile phones, also chose to follow. The proportion of Qualcomm chips has been reduced, and the proportion of MediaTek chips has been increased.
Affected by this, according to data released by market research agency Gartner, Qualcomm’s revenue in 2019 fell by 12% year-on-year, showing that the reduction in the proportion of Chinese mobile phone companies using Qualcomm chips has caused a huge negative impact on it.
Ziguang Zhanrui mainly competes with Qualcomm in India, Africa and other markets. It competes for the mid-to-low-end mobile phone market with a higher cost-effective advantage. In the Indian mobile phone chip market, it won the first place and the African mobile phone market. A China Transsion also uses a lot of its mobile phone chips.
As Ziguang Zhanrui’s position in the mid-to-low-end mobile phone market is gradually consolidating, it has begun to charge into the mid-to-high-end market. The 5G mobile phone SOC chip Tiger Ben T7520 released this time is a mid-to-high-end chip, which uses an advanced 6nm process. The mobile phone processor is a quad-core A76 + quad-core A55 architecture, the chip performance is at the mainstream level, and the technology is in a leading position in the mid-range mobile phone chip market.
Qualcomm’s current high-end chip Snapdragon 865 is not a 5G mobile phone SOC chip, and needs to be plugged into a 5G baseband; its mid-to-high-end chip Snapdragon 765 is its first 5G mobile phone SOC chip, but the manufacturing process is 7nm EUV The technology lags behind Ziguang Zhanrui’s Tiger Ben T7520.
As Chinese mobile phone companies are worried about the influence of the United States, they have reduced their adoption of Qualcomm chips. Under the circumstance that they need to diversify their chip sources, UNISOC’s 5G mobile phone SOC chips are expected to gain support from domestic mobile phone companies. Last year, Huawei It has reached a cooperation with UNISOC, and now UNISOC T7520 has a differentiated technological leadership, and coupled with the cost advantage it has always had, it may make further breakthroughs in the domestic 5G mobile phone chip market.
In the Indian and African markets, the local market is accelerating the transition to 4G. UNISOC relies on the market it has established before, coupled with its multi-card multi-standby technology and cost-effective advantages, it may further gain more 4G chip markets this year.
Huawei HiSilicon is already ahead of Qualcomm in technology, MediaTek and UNISOC have further shortened the technological gap with Qualcomm, and Qualcomm’s leading position in the global mobile phone chip market is facing the siege of Chinese mobile phone chip companies, perhaps the US Qualcomm dominates The era of the mobile phone chip market will thus come to an end.