According to the "Global Mobile Chip Market Ranking" data released by research agency Counterpoint, MediaTek continues to maintain its leading edge, while China's Unigroup Zhanrui is on a rapid upward trend.
The development of MediaTek and Unigroup Zhanrui, coupled with the achievements made by Chinese companies in other fields such as automotive chips, has put a lot of pressure on the current American chip industry.
As can be seen from the chart, MediaTek occupied the first place in the Q1 quarter of this year with 38% market share, while Qualcomm and Apple ranked second and third with 30% and 15% respectively. Our Unigroup Zhanrui ranks fourth with 11% share, while Samsung is fifth.
MediaTek, Qualcomm and Unigroup Zhanrui are currently the three largest independent mobile phone chip suppliers in the world. Unigroup Zhanrui has developed particularly fast in the past two years, with only 1% market share in the first half of 2020, but by the end of the year, it showed an astonishing growth rate, achieving 10 times growth in two years - part of the reason here is because of the experience of Huawei HiSilicon, a large amount of market share that originally belonged to Huawei was blank.
Hisi is still a pity. If it weren't for the sanctions, the market share of domestic mobile phone chips would have been higher.
However, in addition to the mobile phone chip market, our domestic chips have performed very well in other markets, and are in a surging trend!
IoT chip
In addition to its rise in the mobile phone chip market, Unigroup Zhanrui relies on the outstanding IoT chip market environment in China to successfully gain development advantages. It is currently the largest IoT chip supplier in China, accounting for 25% of the domestic market share.
If the market share of other domestic IoT chip suppliers, such as ASR, Huawei and Yixin, etc., the total market share of local companies can exceed 40%, which is basically the same as Qualcomm.
At this time, it has to be sighed that if Huawei had not encountered that incident back then, the current Internet of Things chip market would have been basically monopolized by domestic companies.
Auto chip
In addition to mobile phone chips and Internet of Things chips, due to the rise of new energy vehicles, automotive chips are also very important areas nowadays. In the automotive chip industry, there are now a lot of domestic chips, and their dependence on American technology is relatively low.
The most important thing to say is BYD 's IGBT chip, which is the world's mainstream chip. It is currently used in BYD's full series of new energy vehicles, and BYD has also begun to provide chip supply to domestic competitors.
Americans will naturally not miss this good place to make money. Qualcomm has also successively launched chips such as Snapdragon 820A, Snapdragon 8155, and has been successfully purchased by many car companies. There are also a small number of car companies in my country that have purchased Qualcomm's automotive chips.
However, Huawei and Geely have also joined the research and development and production of automotive chips. For example, Huawei's Kirin 990A and Geely's "Dragon Eagle 1" also occupy a lot of share in the market. Especially nowadays, domestic companies have become more fond of domestic chips after realizing the importance of independent research and development, and rarely choose to use imported chips.
No wonder some foreign media said that the rise of China's chip industry was entirely awakened by the Huawei incident. The US chip industry not only lost a large number of customers, but also gained a lot of competitors.
Although chip giants like Qualcomm and Intel don’t have to worry about our technology companies for a while, for other American companies with less outstanding size and technical strength, it’s really a waste of time. Perhaps the product strength of these companies can be a little higher, but it is also limited, and there is no way to smooth out the price disadvantage.
So soon, chip companies in the United States suffered from "sanctions".Because there are fewer buyers, many chip companies have lost a considerable source of income. As the revenue decreases, less funds are invested in R&D, and it will be specifically shown as "losing the leading advantage" when it comes to the market. Only chip giants like Qualcomm are still maintaining good development momentum.
And the chips required for a new energy vehicle may reach thousands. If all advanced technology chips are used, the intelligence level of the vehicle can be greatly improved, but the price will be outrageously higher. Therefore, the current market is still mainstream with mature process chips. On the one hand, it can greatly reduce costs, and on the other hand, the number of thousands of chips can completely make up for the computing power gap between mature chips and advanced chips. So this leads to the fact that American chips have no obvious advantages in the automotive industry, and are far less popular than domestic chips.
At present, China has achieved mass production of 14nm process chips, which is enough to meet the needs of the automotive industry and drive the development of domestic chips in the field of new energy vehicles.
Overall, we still have a considerable gap with American chip companies in terms of advanced processes. But in terms of the current market situation, American chips are not able to gain an advantage everywhere.
Starting this year, there are no buyers in the United States' analog chips and RF chips all over the world, which is enough to prove the superiority of domestic chips. In industries with greater demand, the cost-effectiveness of domestic chips is also more likely to be popular with customers.
believes that in the future, with the continuous development of technology, one by one, and domestic chips can compete with American companies in advanced processes such as 5nm and 3nm, from design to manufacturing to mass production.
