Mobile phone chip market restructuring

Mobile phone chip market restructuring With the high human resources and capital budgets spent on the development of a new generation of mobile phone chip platforms, and the declining return on investment, there is a growing number of people who intend to fade out of the global mobile phone chip market. Compared with ST-Ericsson's resolute decisive action, most foreign mobile phone chip suppliers first sought out buyers when they exited the market. If they did not, they would fade away. For example, Texas Instruments (TI), which has a good relationship with BlackBerry and Nokia, has stopped operating its smart phone chip product line and silently withdrawn from the market; Freescale, which has an investment relationship with Motorola, Freescale also no longer mass-produces mobile phone chips.

According to industry insiders, the number of domestic and foreign chip developers that have withdrawn from the global mobile phone chip market in the past 20 years is probably 5 to 10 times more than the surviving mobile phone chip suppliers. This has caused the mobile phone chip factory to quit the market. Including the wrong choice of customers, technology can not keep up, the product is not competitive and cost can not be effectively reduced and other factors.

As the European mobile phone brand factory forces faded, European chip suppliers were forced to fade out of the global mobile phone chip market, I am afraid it is only a matter of time sooner or later. China has become a global leader in the global mobile phone market. At this stage, in addition to taking over the smartphone market, Apple Computer and Samsung Electronics, orders from mainland brands and Baidu mobile phone makers will also be obtained by mobile phone chip makers. The choice of larger living space.

In this regard, mobile phone chip manufacturers in mainland China and Taiwan accounted for innate advantages. After MediaTek's merger of Morningstar is expected to be the largest in the family, it will form a situation in which the mainland IC design industry will face wheel and warfare. In foreign mobile phone chip suppliers, Qualcomm and Intel are likely to look higher in the future. Qualcomm has a competitive advantage in customer base, patent protection, and technology leadership. The leading position in the global mobile phone chip market is expected to extend from 3G all the way to the early 4G era. Although Intel first avoided the more competitive consumer market in the short term, the strategy of choosing some marked orders to enter the training still underscores that Intel’s market share in the global mobile phone chip market will be a must.

However, observing the ARM official website IP licensing list, we can see that brand mobile phone manufacturers and chip developers account for about half, showing that Apple and Samsung's self-made AP strategy has become a new trick for global mobile phone plants, including ZTE, Huawei, Nokia also invested Chip development work, as for Sony, Lenovo is also in the discussion. The trend of self-produced application processors for mobile phone brand factories has caused many domestic and foreign mobile phone chip suppliers to suffer. The handset chip maker said that except for LG Electronics, HTC and Sony, which are still adopting an open model for mobile phone chip solutions, the rest of the brand customers have barely allowed mobile phone chip makers to make use of it.

Faced with the trend of mobile phone brand customers looting business more and more, under the pressure of excessive shortage of food, ST-Ericsson announced the dissolution of the action, only to the domestic and foreign second-tier mobile phone chip suppliers out of the market's actions to the table only; and this may also be mobile phone A new starting point for the restructuring of the chip market.

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