With the rapid popularization of 5G networks, consumers' demand for new 5G phones is increasingly strong, which not only promotes the sales of 5G mobile phones, but also promotes the sales of 5G mobile phone chips. In the field of smart phone chips, due to the exclusiveness of Huawei, Samsung, and Apple chips, and market competition, almost only Qualcomm and MediaTek are left. However, for a long time as the standard equipment of the Android flagship camp, Qualcomm has faced "heavy pressure."
Qualcomm's "heavy pressure"
In terms of sales volume, the sudden technological containment of Huawei by the West has led to the "difficult production" of Huawei's Kirin chips, so Huawei sent a large order to MediaTek; at the same time , While major brands such as OV and Xiaomi are vying to erode Huawei's market share, MediaTek has suddenly counterattacked and become the world's largest supplier of 5G mobile phone chips in 2020.
In terms of technology, as Qualcomm’s flagship processor, Snapdragon 888 uses the X1 core and A78 architecture. The Antutu score easily exceeds 700,000. The performance is indeed very good, but at the same time , The performance in terms of power consumption is not as good as expected. Compared with the rivals of the same level, Apple A14 and Kirin 9000, it has no advantage.
The launch of the Snapdragon 870 processor gave MediaTek a chance. With the release of MediaTek Dimensity 1100 and 1200, many mobile phone manufacturers began to collectively embrace MediaTek. For example, the vivo S9 series realized Dimensity 1100 First launch; Realme executives also publicly stated that Realme GT Neo will be equipped with Dimensity 1200 processors after the release of Realme GT; OnePlus is no exception, and its high-end models will also be compatible with MediaTek's Dimensity 1200 processors.
Qualcomm began to exert strength
Faced with this situation, Qualcomm also began to exert strength! According to a foreign major V, Qualcomm is developing two processors, one is a non-5G version of Snapdragon 888, and the other is an enhanced version of Snapdragon 888, Snapdragon 888Plus.
4G version of Snapdragon 888,The integrated 5G modem will be cancelled, the transistor density will be reduced, and the heat generation problem should be effectively improved; while the mobile phone manufacturers are producing mobile phones, they will also cancel the antenna components of the millimeter wave and sub6 frequency bands, in addition to being manufactured by Samsung. According to sources, the 4G version of Snapdragon 888 mobile phone is likely to drop to about 1,500 yuan, which is indeed great news for many Android users.
At the same time, Huawei chips will also usher in the transfer. As we all know, due to the ban, Huawei’s chip foundry is blocked and the purchase of 5G chips is also prohibited, but Huawei can purchase third-party 4G chips. Qualcomm’s 4G version of the chip is not only beneficial to itself, but it can also be extended for Huawei. The life cycle of the mobile phone business provides sufficient time for Huawei to reorganize its chip supply chain.
Although the three major operators have stopped investing in the construction of 4G networks, there will be no large-scale blind spots in 4G signals within 5 years. At the same time, the signal rate of 5G networks cannot satisfy most users for stable Internet access. Qualcomm’s launch of the 4G version of Snapdragon 888 will undoubtedly greatly enhance Qualcomm’s competitiveness in the low-end processor market.
Of course, Snapdragon 888Plus is the focus of Qualcomm's research and development. With a large number of foundry orders, Samsung's foundry process has become more mature. The release of Snapdragon 888Plus will not only improve the power consumption of Snapdragon 888. , At the same time, there will be a slight improvement in performance.
It is not difficult to see that the Snapdragon 888Plus is likely to become a "explosive product" with both performance and power consumption. In addition to the sinking of the Snapdragon 888 market, the mobile phone chip field may also be reshuffled!
What do you think about this matter?
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