Millet MediaTek or break up red M note is the swan song

Cooperation suspension will affect the red meter note and subsequent version of the supply, and then affect the overall future of millet shipments of the people informed Tencent technology, chip manufacturers MediaTek (hereinafter referred to as MTK) has recently terminated the cooperation with Millet mobile phones, temporarily will no longer provide chip support for millet cell phone. Tencent technology to millet mobile phone related to the responsible person to verify the relevant news, the other side did not give a reply, and MTK's official reply that MediaTek technology and the mainland mobile phone manufacturers have maintained a good interactive relationship, we are not convenient for the single customer comments. But the MTK inside a person to Tencent technology confirmed that the cooperation between the two sides has been suspended, before the cooperation with the case of Millet is now over, follow-up no longer with the millet open a new cooperation project. Some analysts point out that once the millet phone lost MTK support, it will face the largest supply chain crisis in history. Prior to that, Qualcomm had lowered its priority for cooperation with the millet handset. Although Millet and another chip manufacturers linked core joint venture to set up the pine cone electronics, but still can not meet the low end of millet chip demand gap. At present, the cooperation between MTK and Millet will last for how long it is not known, the MTK insiders judge at least one quarter. This will affect the red meter note and subsequent versions of the supply, thus affecting the overall future of millet shipments. It is noteworthy that MTK had previously told Taiwan media that the core to get only millet next year 5 to 6 new mobile phone 1, and will not crowd out MediaTek orders. But the domestic story is quite different. The analysts believe that, according to the mobile phone chip supply cycle, from the sample commissioning to the size of support, at least six months; moreover, millet and the core of cooperation with the establishment of joint ventures rather than a superficial, so MTK's suspension of cooperation will likely be extended indefinitely. It is understood that Millet holds a 51% stake in the pine cone electron, but the latter staff mainly by the core staff shunt, the new company's packaging testing, wafer manufacturing will still entrust Datang joint core responsibility, there is news that the company is to build millet to continue to detonate ultra-low price of the next generation of 4G smartphone-millet attention to its degree can be seen. Journalists from another channel to obtain information can also support the above argument, in addition to MTK, Millet mobile phone recently also rejected other mobile phone chip manufacturers cooperation case to ensure that with the focus of cooperation. Red rice knot in early November this year, Datang Telecom's core technology and Beijing Pine Cone Electronics signed 103 million yuan of mobile phone chip licensing license, this seemingly ordinary patent licensing is actually worried about the patent siege of millet in the cell phone chip on an important layout. In the outside world, millet this purpose has two: first, for the product to do a good job overseas patent defense, the second is to use the core technology to engage in independent chip research and development, which from the previous lei (micro-BO) do not want to be subject to Qualcomm and MTK cooperation can be seen. But such measures will inevitably affect the millet mobile phone and Qualcomm and MTK cooperation, especially with the core technology with the low-end positioning of the MTK will fall into embarrassment. According to the above MTK insiders revealed that the millet cell phone and the core technology joint ventureAfter the company, MTK decided to give up the total and millet follow-up cooperation. In the case of MTK insiders, chip companies do not want to support a tiger breeding the mobile phone brand, even if the red rice sales are good, but also at the tearing of cooperative relations. In fact, the cooperation between MTK and millet paused seemingly suddenly, but previously had foreshadowing. To counter the advantages of Qualcomm in the high-end chip solution, MTK last May released the 1.5GHz four nuclear chip program MT6589-T, followed by the first in August with Millet, the introduction of the chip's red-meter mobile phone. MTK originally hoped to take off the low-end hat for many years, never expected red meter mobile phone but played 799 yuan ultra-low price, make its march in high-end dream into a bubble. Not only that, then millet again put the price to 699 yuan, also completely cut off the other handset manufacturers in high-end products using mt6589-t determination. such as MT6589-T chip at that time is ready to ZTE, Vivo, TCL Communications and other manufacturers of the flagship model, the result of the emergence of red Rice to Mt6589-t again branded the imprint of the low-end. A senior terminal manufacturer recalls the situation. Millet disregard chip manufacturers will let MTK greatly dissatisfied. Another executive at the mobile phone maker said the story also told Tencent technology that Millet has been pushing down sales, undermining the balance of the chip industry's supply system, which has hurt a lot from the cooperation of the handset makers and MTK. But today, MTK still refuses to comment on the matter in public. Shortly after the MTK launched the true eight-core products MTK 6592, but the starting partner has been replaced by Tcl Communications, the latter carrying the chip of the first model TCL Idol x priced 1999 yuan. This cooperation because the market response is not high does not give MTK's chip strategy to bring qualitative changes, and the opponent's flagship in the high-end 骁丽 600 chip also did not close the distance. The risk of the supply chain lost MTK, for millet mobile phones, the biggest crisis is the supply or will face serious tight. Market Research Institute IDC and Strategy Analytics recently released the global smartphone market in the third quarter report showed that millet mobile phone shipments and market share are ranked third in the world, its third quarter shipments of staggering 18 million units, This credit is naturally inseparable from the back Qualcomm and MTK chip support. The report believes that the key to the success of Millet is the August Millet 4 and the Red M 1S (3g/4g version), Red meter Note (3g/4g version) of the low price impact. Among them, Millet 4 comes from Qualcomm's chip, but the Red meter series most comes from MTK's chip. The loss of MTK support for the Red Rice series of millet hit the most serious, especially the red rice note and subsequent version of the supply will appear serious deficiencies, thus affecting the overall output of millet. Industry analysts pointed out that Lei originally on the processor do not want to be subject to Qualcomm, at the same time in order to improve the MIUI on the MTK platform adaptation, leveraging MTK launched a low-cost model to enhance shipments. Now, although the Millet alliance with the core technology, but its 4G multimodeLC1860 chips have not yet achieved mass production. According to Tencent Science and technology, LC1860 chip size support handset manufacturers to the fastest in the first quarter of next year, and the existing three-mode chip is clearly unable to meet market demand. Data show that 2013 MTK's baseband chip market share increased by one times, from 7.3% to 14.4%. With this year's 4G mobile phone price of the next probe, MTK's baseband chip share is expected to continue to rise, the core technology for a short time obviously difficult to reach MTK for Millet can provide the size of the supply. From the technical level, the existing MTK chip coverage in various grades, 6592 chip has been paved to the market for more than a month, the overall maturity of LC1860 than the core technology, and MTK chip technology to bring the terminal performance experience is higher than the core technology. For now, Qualcomm is still supporting the millet phone. As the early investors of Millet company, Millet 1 generation and 2 generation have become Qualcomm the latest experimental trial of CPU products. But in the Millet 3 Conference, the platform's chip side replaces for the Nvidia CEO Huang, the millet and the Qualcomm relations also thus farewell honeymoon period. And Millet and Qualcomm dead rival MediaTek in the Red Rice Handset Alliance, but also sparked the intention in China push 骁丽 Dragon 200 low-cost scheme Qualcomm's strong opposition. It is understood that the current Qualcomm and millet cooperation is not as much as before, for the degree of support has also been reduced priority, from this level, the future of millet cell phone chip supply in high school low-end will encounter a huge gap. The chip dream of downstream manufacturers in a sense, the deterioration of the relationship between millet and upstream manufacturers from the domestic mobile phone industry as a whole, can only passively accept the lower position of the industrial chain, and sales gradually magnified millet has been trying to get rid of the status of downstream manufacturers. From this point of view, the selection of millet to set up a joint venture company, in addition to the reserve patent, but also to build their own chip ideas, which has a certain exemplary role in the industry. But this move is bound to touch the interests of the upstream chip manufacturers, thus affecting the subsequent supply of their own products. Although the mobile phone chip market competition is fierce, but the favorable environment is that the overseas giant's continuous withdrawal for domestic manufacturers to free up space for development. With Ericsson, Nvidia, Boton and other old chip manufacturers or exit or transformation, only Qualcomm, Intel and so on remain in fierce competition. In addition to the domestic exhibition, Datang Union core, mobile phone manufacturers Huawei's Heiss, ZTE's ZTE Micro and other has shown a certain strength. Tencent Science and technology learned that a domestic handset manufacturers have sent a letter to some mobile phone manufacturers, intended to promote market competitiveness through the means of patent maintenance, and the cooperation between millet and the core is also interpreted as an early defense at this level. From the industry point of view, the world has more than 17 chip companies into the development of LTE terminal chip, much higher than the 2G and 3G times. Whether it is similar to the cooperation of millet mobile phone, or to pick up a patented weapon or not, its biggest significance is to break through Qualcomm and other overseas chip dealers monopoly situation, thus rewriting the industrial pattern. More importantly, the national support for domestic chipStrength is increasing, the history of the most integrated circuit support plan is formally promulgated, the State Integrated Circuit industry fund scale of more than 120 billion yuan. And the Qualcomm antitrust case will be settled, regardless of the outcome, domestic handset manufacturers have come to re-examine the importance of the chip moment.