TD may fully replace GSM mobile phones, scale development trend is inevitable

After gradually getting rid of the difficult situation in the startup period, the TD chip industry has entered a mature development stage, which also marks a change in the situation of lack of TD terminals. TD may fully replace GSM mobile phones and usher in a stage of scale development.

Since the second half of this year, the TD terminal market has shown rapid growth, and the TD chip market has become active. On the one hand, there is news that the supply of chips is in short supply, on the one hand, the enthusiasm of manufacturers' investment is heating up. It is not difficult to see that after 3 years of dormancy, the development of TD chips has finally ushered in a thriving scene.

At present, the technology level of TD chips is constantly improving. 65nm and 40nm chips have been put into commercial use. In the third quarter of this year, Spreadtrum, Marvell, MediaTek (Weibo) Technology and other chip makers have all delivered beautiful transcripts. At the same time, China Mobile (microblogging) terminal company was also formally established, which undoubtedly injected a stimulant into the development of TD chips. But it is worth noting that while the overall TD chip market is clear, TD chip manufacturers will have to face a more serious fact: As TD terminals enter the force stage, next year's TD chip market may begin a new one Round shuffle.

Technology and market dual drive

It is understood that since June this year, TD chip shipments have increased significantly. Recently, many TD industry related persons confirmed that TD chips have been out of stock, and it is expected that the situation will improve in the next year. Experts believe that in the last two months of this year, TD chip shipments will peak.

After gradually getting rid of the difficult situation during the startup period, the development of TD chips has entered a mature stage, and there are as many as seven chip manufacturers involved, which can fully support large-scale commercial use. TD Technology Forum Secretary-General Shi told reporters in the "Communication Industry News" (internet) that at this stage, TD chips have been equal to the other two 3G chips in terms of technology, industrialization and commercial use. From the current market It can be seen that next year will be a period of explosive growth for TD chips.

As far as chip technology is concerned, TD chips are undoubtedly the fastest developing. At the beginning of this year, the mainstream chip process was only 65nm. In September, Spreadtrum released a 40nm TD chip, reducing the power consumption of mobile phones to 50% of the original, and fully compatible with the existing GSM network.

In addition, the integration of TD chips has been significantly improved, from the original 5-chip solution to a 2-chip solution, and the single-chip solution smartphone jointly released by Marvell and ASUS has greatly reduced the cost of TD phones.

In fact, TD-SCDMA does not require paired frequency bands due to time division duplex. Therefore, compared with the other two frequency division duplex 3G standards, it is more flexible in the division of frequency resources, but it is used in software and hardware. The above is relatively backward, the direct response is the lack of terminal use effect, which is also the main problem faced by TD terminals. Liu Dongkai, a senior analyst in the industry, told reporters that despite this, China Mobile continues to attract Chinese and foreign industry giants to invest in TD with 650 million users and high subsidy policies. The mobile phone experience will inevitably be improved gradually, and the shipment of TD chips The volume will continue to climb.

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