European report:
At present, various industries are actively advancing towards 5G, including Qualcomm. Unexpectedly, Apple's macOS system, known as the most secure system, was attacked for several months before it was repaired. The vulnerability of Qualcomm chips put 30% of the world's Android phones in danger. It is reported that the problem this time is Qualcomm's 5G modem. Qualcomm has been making a lot of noise on 5G chips recently, and it's really a bit of a disadvantage to make this happen.
Excluding some self-developed mobile phone chip manufacturers, Qualcomm and MediaTek can be said to be old enemies in the mobile phone chip industry. This kind of thing is actually very bad for Qualcomm. No, bad things will come soon. Not long ago, Qualcomm just released its financial report for the second quarter of 2021. The rise in various data shows that Qualcomm has a strong market position and good performance after the crisis of shortage. Qualcomm is estimated to be very proud. It is also out of stock. We can still maintain revenue growth, and there is no one left. Unexpectedly, after the mantis catching the cicada oriole, MediaTek, which is taking advantage of it, quietly caught up. In 2020, MediaTek surpassed Qualcomm and became the world's largest smartphone chip supplier.
Compared with Qualcomm's continuous efforts in the high-end market, MediaTek relied on Qualcomm's temporary negligence in the mid-to-low-end market and seized the opportunity to successfully occupy 1,000 chips with Dimensity 720, Dimensity 800 series, and Dimensity 1000+. The mobile phone market with a price of 2500 has skyrocketed. Including the present, everyone has chosen the more advanced 5nm, but MediaTek has chosen the more mature 6nm.
can witness the loss of its once-dominant market position, and Qualcomm can't sit still.
Even if it is still shouldering the BUG that threatens 30% of the world's Android mobile phone users, Qualcomm still has to "learn" from MediaTek and choose to mass-produce mature 6nm process mid-segment 5G chips from TSMC. The intention could not be more obvious, nothing more than to compete with MediaTek again.But MediaTek is not a vegetarian, and obviously has its own strategic layout. In addition to the mid-to-low-end market and the choice of 6nm, MediaTek is also rumored to use TSMC's 4nm trial production in the second half of the year, and mass-produce new flagship chips based on 4nm in 2022.
The battle between the two on mobile phone chips really makes people have to sigh: Thirty years of Hedong and thirty years of Hexi. You must know that China's Huawei's HiSilicon is also a strong competitor to MediaTek and Qualcomm. Today, it has once again evolved into a situation where the two leading companies, MediaTek and Qualcomm, are evenly divided. Although Qualcomm still has a huge advantage in the high-end 5G market, Qualcomm has to make a lot of efforts to regain the treasure that was robbed by MediaTek. Say what?
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