Huawei spare tire joint development division becomes a regular

Recently, canalys, IDC and counterpoint, three authoritative research institutions, have reached a consensus: Huawei surpassed Samsung for the first time and became the world’s largest mobile phone manufacturer in the second quarter of 2020. In the treacherous year of 2020, Huawei finally succeeded in surpassing Samsung and became the king of global smartphone sales. However, Huawei has encountered a lot of challenges when it wants to continue to be the number one smartphone in the world. After September 2020, neither TSMC nor SMIC will be able to produce chips for Huawei Hisilicon due to the extensive use of US technology and equipment. At the 2020 summit of the 100 people’s Conference on China’s informatization on August 7, Yu Chengdong, CEO of Huawei’s consumer business, publicly confirmed that the Kirin series chips developed by Huawei could not be manufactured after September 15 due to the sanctions of the United States, which would become a masterpiece. < / P > < p > first, Samsung needs to be excluded first. One is due to market competition; the other is that Samsung’s chip manufacturing adopts IDM mode, but its advanced process problems occur frequently. Recently, high-tech 5nm orders have even been transferred to TSMC. < / P > < p > Second, high pass can be used as an alternative, but its priority should not be too high. After Huawei paid a $1.8 billion “patent fee” to Qualcomm, it is reported that at present, Qualcomm has submitted an application to the United States for supply to China, but there is no clear result. < / P > < p > thirdly, it looks like a good choice. First, the mobile phone manufacturers of MediaTek and Mainland China have maintained close and cooperative relations for over a decade. Secondly, the Chinese mainland companies in Taiwan have not been too much under the orders of the joint venture company. Fourth, purple light zhanrui can be used as a backhand. Ziguang zhanrui has developed rapidly in recent years. At the beginning of this year, it launched Huben t7520 based on 6nm EUV process, so Ziguang zhanrui has become an ideal choice for Huawei. However, TSMC’s 6nm EUV process still needs TSMC OEM, and TSMC will only launch more mature 6nm after 5nm mass production. This process has high uncertainty. < / P > < p > under comprehensive consideration, compared with Qualcomm and Ziguang zhanrui, it is undoubtedly a more appropriate choice for Huawei to regard MediaTek as the main chip supplier at this stage. Therefore, since this year, MediaTek has obtained a large number of orders from Huawei, and its Tianji 800 Series SOC has been applied to many Huawei and glory mobile phones. < / P > < p > thanks to this, MediaTek has finally realized the anti overtaking of Qualcomm in the domestic processor market this year. According to the latest survey report of DIGITIMES research, in the second quarter of 2020, MediaTek ranked first in the Chinese processor market with 38.3%, while the market share of Qualcomm was 37.8%, and that of Huawei Hisilicon was 21.8%. < / P > < p > it seems that the cooperation between Huawei and MediaTek has begun to move towards a win-win situation. MediaTek can help Huawei to solve the problem of chip supply; Huawei can help MediaTek to increase the market share of domestic processors, thus improving its actual performance. < / P > < p > the biggest problem of MediaTek is that it has never been able to tear off the “low-end” label, which means that if Huawei rashly adopts the chips supplied by MediaTek in the high-end product line, the high-end brand value will face some risks. It was founded in Taiwan in 1997 as a DVD chip supplier. Until 2003, MediaTek’s first mobile phone chip was finally born. < / P > < p > at that time, the world mobile phone market was firmly dominated by Nokia and Motorola, and they could not look up to the technology and brand of MediaTek. Fortunately, China’s “copycat” manufacturers soon got in touch with the MediaTek. MediaTek provided a complete set of software and hardware system solutions to these manufacturers, which was warmly welcomed by the manufacturers, and soon grew into a veritable “cottage computer overlord”. In just a few years, with the help of “copycat” manufacturers, MediaTek has become one of the top three IC design companies in the world. In 2008, its revenue was second only to Texas Instruments and Qualcomm. In the early days of

intelligent machine, MediaTek almost had the entire middle and low end mobile phone market in mainland China, which made it grow into a high-end ambition. Its tactics to enter the high-end market were very direct and crude, and simply summed up was the two word “pile up core”. In 2013, MediaTek released the world’s first 8-core processor mt6592. It was a pity that it failed miserably to use this chip to enter the high-end mobile phone chip market occupied by Qualcomm. < p > < p > after that, it released the world’s first 10 core processor Helio X20 in 2015, but it made a joke that “one core is hard, ten cores are watching”. After the launch of 10 nm Helio x30 by MediaTek in 2017, no mobile phone manufacturer has any expectations of UnionPay except Meizu. After the launch of the pro7 equipped with heliox30, Meizu accelerated its decline, and the United Nations Development and development department (undk) almost collapsed. < / P > < p > after 2017, MediaTek will no longer rush forward easily and rashly, but will take a steady and steady way to deeply cultivate the middle and low-end market. If you want to keep as much market share as possible under the pressure of high-end and low-end dual lines of Qualcomm, you should at least strive to maintain a sense of presence. Such a pursuit is not high and easy to achieve. In 2018, a number of P-Series processors were adopted by oppo, vivo and Hongmi. Recently, MediaTek has indeed ushered in unprecedented opportunities. With the increasing international tension, Huawei’s Hisilicon chip manufacturing has been hindered. Other Chinese mobile phone manufacturers have become more and more cautious in using the Qualcomm SOC, and the share of MediaTek in China’s mobile phone processor market has begun to rise significantly. < / P > < p > at the end of 2019, it launched a new 5g chip brand “Tianji”. Tianji 1000 series SOC, which is a high-end flagship, adopts an eight core architecture with big four cores and small four cores. TSMC is commissioned to use 7Nm advanced process for OEM production. The performance of the products with the same positioning as that of Qualcomm and Samsung is comparable.

‘s “teas” brand in the joint venture has been widely recognized by China’s mobile phone manufacturers. In addition to Huawei, Xiaomi, oppo, vivo, realme and redmi have also successively launched smart phones carrying Tianji brand SOC. Thanks to this, in the first half of 2020, the revenue of MediaTek increased by 12.4% to S $128.46 billion, and its net profit increased by 33.33% to S $13.114 billion. < / P > < p > MediaTek has been accelerating its re emergence, and its cooperation with Huawei has been continuously promoted. Recently, semiconductor industry watch quoted Taiwan media reports as saying that Huawei and MediaTek signed a letter of intent and a large purchase order, with an order amount of more than 120 million chips; based on Huawei’s forecast of 180 million mobile phone shipments in a single year in recent two years, MediaTek’s share is more than two-thirds. < / P > < p > DIGITIMES research also points out that since the second quarter of 2020, Huawei has increased the purchase of midrange Tianji 800 5g SOC of Lianfa technology to produce its Changxing and glory smart phones, and may start to purchase high-end 5g chips of MediaTek in the second half of 2020 and 2021.

, though the joint development branch has taken the opportunity to take shape, it has established a long-term and close cooperation relationship with China’s mainland market in the past decade. In the 5G transformation, the MediaTek has not fully proved its reliability in the current situation. No matter which third-party supplier Huawei chooses as the “spare wheel”, it is only a helpless expedient. If we want to solve Huawei’s problems thoroughly, the fundamental way is to consolidate and develop our own chip manufacturing industry, and even the semiconductor equipment and material industry at the lower level. Video Number assistant internal test online! Four functions let you send 1g video on the computer

Author: zmhuaxia