"Science and Technology Innovation Board Daily" (Shanghai, researcher Zheng Yuanfang) reported that the smartphone processor (SoC) market structure has changed again, and another domestic manufacturer has stepped into the spotlight.
According to the latest "China Mobile Communications Industry Data Observation Report" released by CINNO Research, the top five manufacturers in China's smartphone SoC chip shipments are: MediaTek (8.7 million units), Qualcomm (7.7 million units) ), apple (3.4 million units), HiSilicon (2.4 million units), Unisoc (800,000 units).
This is the first time that Unisoc has entered the top five domestic mobile phone chip market, with a year-on-year growth of over 6000%, making it the biggest dark horse in the market.
In addition, reports at the beginning of the month pointed out that Unisoc has completed a new round of pre-IPO financing of 5.35 billion yuan. The company is optimizing its pre-IPO equity and organizational structure and is expected to apply for Science and Technology Innovation Board by the end of 2021.
According to public information, Ziguang Zhanrui is mainly engaged in IC design. Its products include mobile communication central processors, baseband chips , radio frequency chips and many other communication, computing and control chips. Its customers include ZTE , TCL , Hisense. , Nokia , Transsion , Lenovo , Meizu , etc.
Since last year, the global chip shortage has continued, supply chain capacity has continued to be tight, and amid the mismatch between supply and demand, all parties in the industry chain have continued to raise their voices. As the leading domestic IC design manufacturer, Unisoc is also among those with price increases. In February this year, the company announced that it had decided to increase the overall price of its consumer electronics product line by 10-20%.
In addition to the prosperity of the semiconductor industry itself, the accelerated penetration of 5G is also a major booster for Unisoc's success.
Since the release of the first 5G baseband chip V510 last year, Unisoc has launched two more 5G smartphone SoC chips, T740 and T770. Currently, 5G smartphones equipped with T740 have been mass-produced, and smartphones equipped with T770 are expected to be mass-produced and launched in July this year.
html In April, Unisoc, which wants to seize the opportunity of 5G and overtake in corners, welcomed a major customer - Honor announced that its product Honor Play 20 is equipped with the T610 chip independently developed by Unisoc. The above report from CINNO Research stated that this cooperation has opened up more space for Unisoc, and its products have begun to be adopted by more domestic mobile phone companies.CITIC Securities and West China Securities research reports all pointed out that the development of 5G technology is irreversible. This year, the global penetration rate of 5G mobile phone and is expected to increase rapidly. It is expected that the certainty of industrial chains such as radio frequency and components will be relatively high.
Ziguang Zhanrui, which is in the "Third World" in the 4G era, is expected to take advantage of the changes in 5G and usher in development opportunities.
According to incomplete statistics from the interactive platform, related companies in the Ziguang Zhanrui industry chain include:
Dagang Co., Ltd. wholly-owned subsidiary Shanghai Minai's production capacity has been fully utilized, and its main customers include Ziguang Zhanrui, etc.;
Ziguang Guowei and Ziguang Zhanrui There is a cooperative relationship;
Tongfu Microelectronics , as a leading domestic packaging and testing manufacturer, maintains cooperation with many 5G and IoT industry-related customers such as Unisoc Zhanrui;
Runhe Software ’s chip-level technology provides Unisoc Chip design verification, modules, boards, application scenarios and other services;
Youfang Technology has launched 5G module products based on UNISOC Zhanrui chips;
H3C and UNISOC have cooperated in 5G terminal module chips;
Some products of Taijing Technology have been approved by Unisoc.
