Mobile Chip market Landscape Farinose

The continued popularity of the smartphone market has also escalated the battle for upstream processors. Recently, the traditional chip manufacturers- -Broadcom, Inc., announced that it will exit the mobile phone communication chip market (baseband processor chip), let people sigh unceasingly. But at the same time, the "upstart" Intel is accelerating the layout of mobile phone chips, with news that Intel is likely to take over Broadcom's mobile baseband chip business and combine it with existing Atom processor chips to accelerate penetration into the smartphone and tablet market.

4G chip low price war upgrade

Nokia , Motorola and other well-known mobile phone manufacturers of the hot, once occupied a decent market share. But at the end of the 3G era, due to the rapid rise of MediaTek's "turnkey" low-cost chip solution, Broadcom has been unable to deliver a market-aware processor chip + baseband chip-integrated solution that has begun to move downhill.

" 4G era, the mobile phone chip high integration of the situation is more and more obvious, in this case the chip manufacturers reaction speed is very critical, Bo Tong in this area obviously can not keep up with the market leader < Span style= "Font:inherit" > high-pass , MediaTek's footsteps, it is normal to be eliminated. "Reational AB analyst Zhang Xing Zhaoyuan said that at present in the burgeoning 4G chip market, almost a single big Qualcomm, while still in the growth of the 3G market, the low-end is already completely MediaTek's world, it should be a lucrative chip industry in Qualcomm, MediaTek, double-male duel, Other manufacturers of living space has been greatly compressed, so Bo Tong opt out is also considered a rational approach. According to Bo-Tong's earnings data, it has been in 2013 in the mobile phone baseband chip business has been "serious losses", and the sale or reduction of the business can save it $700 million cost.

In fact, not only Bo Tong in the increasingly fierce mobile phone chips in the struggle, and another well-known chip enterprise nvidia in the 4G era of rapid arrival of the situation also because of slow pace and the initiation of retreat. Nvidia CEO Hsun Huang said in a media interview that, because in the cost of competition is not Nvidia's strengths, the future Nvidia's processor chip will gradually abandon the price war of the fierce smartphone market, focus on the more able to play its chip performance features of the tablet, handheld game consoles, Market segments such as automotive computers and digital set-top boxes.

Intel or the Tray challenge Qualcomm

Although Bo Tong, Nvidia and so have opted to quit, but for any one market, there will be a runaway to come in. Codyacree, an analyst at Ascendiant Capital, said that Broadcom's performance would be "put on" the mobile baseband chip business, which is likely to get quick response from Intel soon. Compared with Bo Tong, Nvidia and other manufacturers, currently in the PC processor chip market dominance of Intel, although the chip industry is no longer the most shining star, but still rich in wealth, and the mobile processor chip market is full of ambition.

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Zhang Xing Zhaoyuan told reporters that the mobile chip market is the strategic transformation needs of Intel, although earlier because of strategic decision, Intel in this market pace than Qualcomm, MediaTek slow a lot, even after the acquisition of Infineon's wireless communications chip business has not been too much improvement.

But given that the PC market has slowed significantly in recent years, Intel's acceleration in the placement of mobile chips is imperative in order to gain new growth in size and profitability for the company. "In fact, Intel still has a huge advantage in processor performance and production processes, and as one of the world's largest semiconductor manufacturers, Intel's X86 processor architecture is even more process-accelerated than the ARM architecture processor, but in baseband chips Intel's ability to integrate is higher than Qualcomm, MediaTek is weak, so it is possible to make up for the short board through some necessary acquisitions. ”

It is important to note that even if Intel is able to access Broadcom, its ability to digest and produce is still the key to its success. In 2013, Qualcomm accounted for 64% of the baseband chip market, with MediaTek at 12% and Intel at only 8%, according to Strategy Anylytics, the company's statistics. Most crucially, in the 4G chip field, Qualcomm has launched the Thousand-dollar Dragon 410 and 615 series, MediaTek's new product will be in the three-quarter batch listing, which has caused a small pressure on Intel's reverse attack, and in the smartphone, Tablet PC market consumer hotspot rapidly to 4G conversion situation, If Intel cannot quickly come up with a corresponding low-cost 4G chip solution, it is likely to miss the market fighter again.