Small Mirejun play chip big shot between the palm?

Yesterday, a news story sparked a lot of words in the industry, although I am in the teng of people's bitter thinking period, also have to stay up late to express my personal views.

First of all, for this news and many people mentioned millet encounter supply chain dilemma I do not recognize. Why do you say that, I think just answer a question good!

What is the best relationship with a chip maker for any of the world's leading handset makers?

I think the best answer is to give an example of how the Samsung, Apple and Huawei models are ideal (and also include ZTE and LG). What's the idea?

That is oneself have a certain chip self-contained ability, at the same time Qualcomm, MediaTek technology, exhibition, Marvell and other chip companies are their own different product line of the cross suppliers. This time, for the terminal manufacturer, one is the formation of a number of vendors to compete for the most beneficial to their own, the second is a very good chip is a competitive weight, in the new product development, patent disputes and long-term development look are very favorable.

So for millet, which has already been called the third or fourth place in the world, it is a matter of course to form a game with a chip company like these companies.

So, we review the history of the millet mobile phone over the past three years, review and Qualcomm, MediaTek and the recent cooperation with the core, you can see Lei step in and chip giant game process, how to do their best.

Even can say, millet Superb means, a bit playing chip giants and the realm of the palm of the hand!

I remember when Qualcomm investment in Millet, Qualcomm China CEO Wang told me that the business model of Millet is worth a try, perhaps can play an unexpected effect. In fact, Millet is a Qualcomm a step seemingly casual but play a very important role in a move, that is in the rapid development of smart phones a pioneer, is Qualcomm to "骁丽 Dragon brand" occupy the field of mobile consumption of the commanding heights of important measures. Also because of this, millet top four products are all using a high proficiency in the most advanced chip, and millet business model and Qualcomm's strong support, but also make the millet mobile phone to high cost-performance quickly popular. This makes other manufacturers have to follow up quickly, thus triggering the last three years of fierce competition in China's smartphone market and the overall outbreak!

However, the competitiveness of millet in the high-end market is still very limited. As a result, early product sales are not very good, more rely on the business model in the market to make a yell. For millet, if you have been tied Qualcomm go there is a problem, that Qualcomm can not always give you too much support, after all, Qualcomm is facing all handset manufacturers, once the entire smartphone market outbreak, Qualcomm to take care of more and more volume of companies. Therefore, the efforts to support millet will not be the same as before, the price of products will not be much different. At this time, millet so-called high price ratio is difficult to maintain.

This time, for millet, there is no need to die tied to the Qualcomm family. Therefore, millet in pushing Millet 3, made a clever layout. The start of the Millet Mobile 3 TD-SCDMA version uses the NVIDIA Tegra 4 processor, baseband chip is from the show rather than Qualcomm. There was even a blow to the point that Nvidia offered more competitive prices than Qualcomm. There are two meanings in this, one is to tell Qualcomm, I have another choice, the second is not directly using MediaTek's scheme to avoid excessive stimulation of Qualcomm. But what can be seen is that Millet has made a first step for multi-vendor suppliers.

Of course, the result is the end of a honeymoon partnership with Qualcomm. Even later pushed Millet 3 Unicom version and the telecommunications version of the so-called 8X74AB series of Oolong Opera!

After that, in order to give shareholders confidence and expand the market size, millet on the amount must be done low-end mobile phones, so the introduction of red rice stream. At this time, the choice of chips is very important, such as the use of cheaper MediaTek or the product of the exhibition, or continue to use Qualcomm's 400,200 series. This time, Millet took a firm step in the supply of many manufacturers, that is to replace the platform, began to use MediaTek technology products. Can see, Millet mobile phone 3 replacement platform, has marked the cooperation between millet and Qualcomm appeared a rift, followed by the introduction of millet red rice mobile phone, has played a role in finishing a foot, thoroughly let Qualcomm and Millet break. Remember this thing, the host C has been reported, and by the special attention of millet.

Of course, after a lot of things we will know, is Qualcomm to the millet lesson good or other reasons, millet 4G products are indisputable fact, this point also makes millet in 4G slow half beat. Although the sales of its products to a record high, but know the insider should know, the origin of the results.

On the other hand, for Qualcomm also encountered a problem, in the past few years, in the millet effect under the guidance of domestic mobile phone set off an arms race, the launch of the flagship machine, although the market boom, but Qualcomm found that it spent heavily research and development of the chip life cycle greatly reduced price is not strong. As a result, Qualcomm also intends to slow down the latest product launch cycle in the Chinese market after 801, it is more prudent to consider giving international first-line brands or some domestic companies with higher prices, such as oppo, to boost their product value and extend their life cycle, such as the strength of the 805 market.

Therefore, the millet can be said to be worse, in the 4G lightning strikes, Millet has no previous spirit. To the Millet note 4G release, the 4G competition in fact has entered a new period, including the MediaTek technology 4G solution mature, significantly lower 4G competition threshold, more competitors to attack, 4G into the chaos of the war. Huawei, for all its Heiss, can quickly 4G products worldwide. Glory dozen Millet story also more and more wonderful!

It is necessary to simply say that MediaTek and millet, I think the main thing is that MediaTek is not very easy to use the 4G to high-end development, but on the one hand, the millet to MediaTek technology to bring sales, but also makes the strategy of MediaTek advanced to the end of the long, many unconventional practices of millet makes MediaTek very headache, Therefore, there is a normal divergence of cooperation.

At this point, we can see that although Millet has developed a so-called multi-vendor supply relationship with Qualcomm, MediaTek, Nvidia and the show, the game weights are still less competitive than Samsung, Apple and Huawei. In addition, because of its in a short span of several years began to play with the feeling of chip manufacturers, so Qualcomm, MediaTek technology such companies on the millet is also aloof, a cold one hot.

Therefore, on the one hand, millet must further expand the global market and increase shipments in order to win a higher position in the chip manufacturers, so as to achieve better supply priority and price advantage. On the other hand, it is necessary to research self-contained chip in the field, to a few big brother to learn.

Speaking of which, I have to say that Lei is a typical investment and speculative master.

This is reflected in the recent heat of a company pine nut.

November 6, Datang Telecom announced that the company's wholly-owned subsidiary of the Core Technology Co., Ltd. and Beijing Pine Cone Electronics Co., Ltd. signed "SDR1860 Platform technology transfer contract", will be the core technology development and possession of the SDR1860 platform technology to the RMB 103 million price license authorized to Beijing Pine Cone Electronics Co.

and Beijing Pine Cone Electronics Co., Ltd. is a joint venture by Millet and the core set up, Millet holdings 51%, the core shareholding 49%.

Seemingly a humble cooperation, in fact, contains two purposes.

A purpose as mentioned earlier, millet to be in the chip to get a better game weight, in order to gain greater space in the global market, self-research chip is now seen to be necessary and the most effective step of chess. But since the research is easy to do, compared to a mobile phone is many times harder. And look at home, has been tepid core technology is a good choice, in a sense, two are hit. Through two cooperation, can quickly launch ultra-low-end SOC, so that millet can be laid out under 500 yuan market, so that millet to the so-called 100 million goals to lay the foundation.

Another purpose is to talk about speculation. At present, the domestic chip or the entire integrated circuit industry is in full swing of an industrial revolution, which the Government plays an extremely important role, the national cumulative more than trillion capital is eyeing the domestic integrated circuit industry chain of various links, so two of the industry famous speculators together, The future in the capital market will be countless. This repeated the millet rely on capital investment quickly bigger and stronger old road up.

In the end, we can see that millet initially formed a supplier relationship with the chip manufacturers and the most favorable layout for the current research chip.

I think, whether it is before and Qualcomm triggered the saliva battle, or MediaTek technology caused by the saliva battle is the millet layout process must go through the process, belong to the normal business game, no need to read too much!