Low-cost smart phones into new business opportunities promising 4 major communications chip factory

Low-priced smart phones have become a new business opportunity for the next wave of semiconductor manufacturers. Mark Hung, research director of market research agency Gartner, said on the 22nd that the value of low-priced smart phones is higher than that of general-purpose mobile phones, and the number has also been growing. It will be the business opportunity that will drive the growth of the semiconductor industry.

MarkHung estimates that by 2013, 60% of the growth in the semiconductor industry will be driven by smart phones and tablet computers.

Low-end smart phones have become a new wave of bids for major chip makers. Mark Hung said that now Qualcomm, Broadcom and MediaTek all target the “emerging market's low-end smart phones”, and now Qualcomm is in China. The method used to push low-end smart phones is to imitate the success of MediaTek's TURNKEY success mode for white-box 2G, but it is only at the early stage.

MarkHung said that China’s 3G is a brand new competitive model. However, over the past year or so, China’s 3G has not really emerged. The reason is not the speed of the chips, but the fact that most people are still unwilling to pay for mobile Internet services. MediaTek itself is slightly behind in the progress of 3G, and the agreement signed with Qualcomm is not very satisfactory, the future of MediaTek's 3G chip can not be more stable, how to mature the software in the chip will be the focus of observation.

MarkHung believes that after this wave of wireless Netcom chip integration tide, in the next 3 to 4 years, the most powerful chip vendors are Qualcomm Qualcomm, Broadcom BroADCom, MediaTek (2454) and Intel, and these chip vendors will have to be in the market in the future. There are complete solutions and product lines, but also need to obtain related technologies through mergers and acquisitions.

MarkHung said that by 2015, tablet computers and smart phones will be the main driving force for the growth of Wireless Netcom chips, among which tablet PCs will have an annual growth rate of over 50%, and their contribution to semiconductor revenue will reach US$20 billion; The smart phones have an annual growth rate of over 20%, and they contribute over US$50 billion in semiconductor revenue. It is estimated that by 2013, 60% of the semiconductor industry will grow from smart phones and tablet computers. contribution.

Among these, Qualcomm will be the most complete product line. Next, it will be necessary to observe whether Qualcomm can successfully integrate Atheros. Although Broadcom is lagging behind in mobile phone chips, its technology and capabilities are strong. As for MediaTek, it encountered many backwards last year. The challenges, but it has its advantages in technology, market and competitiveness; and Intel is a company that has money and technology and that can't be ignored.

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