According to statistics, China currently has more than 60% market share in the cellular IoT chip market. Seven of the top ten IoT chip companies in the world are from China, while the US chip company Qualcomm has lost its leading edge.
With the current mobile phone chip market stagnating, the global mobile phone market shipments will fall by more than 10% in the first half of this year, forcing many chip companies to seek new ways out, and the Internet of Things market, which is regarded as a trillion-scale market, is undoubtedly It is one of the important emerging industries. For this reason, global chips are focusing on this market.
Chinese chips have successfully seized the lead in the Internet of Things market and achieved a leading advantage, occupying 62% of the market share. They are far ahead of the American Internet of Things chip company Qualcomm, which highlights that after so many years of hard work, Chinese chip companies have finally Seize the changes in the chip market and succeed, the latecomers will be the first to succeed.
China’s leading advantage in the IoT chip market is inseparable from China’s preemptive layout in the IoT industry. As early as 2014, when China commercialized 4G, Chinese operators had already begun to develop IoT business. After so many years, Development, China has developed more than 1.4 billion IoT users, and the number of IoT users is about the same as that of mobile phone users.
Relying on China's huge market and first-mover advantages, local chip companies in mainland China have successfully emerged. It is understood that China's leading local IoT chip companies include , Unisoc, , and ASR. In addition to localization, they have achieved leading advantages. In addition to their advantages, there is also their cost advantage. The price of their IoT chips is only a fraction of Qualcomm's, which is very attractive to enterprise users who attach great importance to costs.
Compared with Internet of Things chips, domestic chips have quickly gained a leading advantage, but domestic chips are quite tortuous in the mobile phone chip market. The first domestic mobile phone chip to emerge was Spreadtrum . Unfortunately, Spreadtrum and Unisoc, which was born after its merger and acquisition, have always only played a supporting role in the mobile phone chip market and are far unable to compare with Qualcomm and MediaTek .
Another domestic mobile phone chip company, Huawei HiSilicon, is doing better. Huawei HiSilicon relies on the support of Huawei mobile phone . With the sales of Huawei mobile phones exceeding 200 million units, Huawei HiSilicon also once achieved success in the mobile phone chip market. The top four, but because it does not sell mobile phone chips externally, the gap with Qualcomm and MediaTek in terms of market share is still relatively large. However, from September 15, 2020, Backend Semiconductor Manufacturing Co., Ltd. can no longer OEM chips for Huawei HiSilicon. Huawei HiSilicon declined rapidly.
Compared with domestic chips, which have struggled for more than ten years in the mobile phone chip industry, they have failed to enter the top three in the world. Today's IoT chips have surpassed Qualcomm and ranked first in the world in just a few years. It can be seen that China's IoT chips The networking chip industry has achieved far more than mobile phone chips.
Industry insiders believe that with the advancement of China's 5G commercial , China's 5G commercialization ranks first in the world. The number of 5G base stations built has reached 1.6 million, accounting for more than 60% of the global number of 5G base stations. 5G is mainly to support physical With the development of the Internet, it can be expected that China will further consolidate its leading advantage in the Internet of Things chip market.
China has surpassed American chips in the Internet of Things chip market. This is a microcosm of many chip industries in China. Nowadays, China is making efforts in more and more chip industries and trying to catch up with American chips. The success of Internet of Things chips in overtaking American chips will encourage more Chinese Chip efforts, after all, with the Internet of Things chip as a demonstration, it means that there is great hope to catch up with American chips.
