The MWC World Mobile Communications Conference feels a bit unmoved.
The flagship mobile phones in previous years were all indispensable for MWC. This year, it was surprisingly cold. Most of the manufacturers did not have a new flagship appearance. A few of them released non-mainstream new products. Some of the original rumors will produce a flagship manufacturer. Now There is no such thing as the following, only the Sony family has released the 355 logo of the Snapdragon.
Before MWC, the outside world was full of expectations for this exhibition. In particular, there was no flagship machine in CES in January. It seems that the two global consumer electronics exhibitions are not as exciting as they might be.
Xiaolong 835 became the pain of Android manufacturers
This year's show, the various manufacturers are basically on the scene, but there will be no flagship new products on the stand.
Recently, LG released the flagship G6 of the year, using the Snapdragon 821 in the second half of last year. The BlackBerry that has been feeling the presence has also released the new model KeyOne. The mid-range Snapdragon 625 program is too conservative, Lenovo's moto. The G5 series also dominates the mid-end market, and the HMD-operated Nokia mobile phone was originally expected to be the first launch of the Snapdragon 835. In the end, it only released the Nokia 3, Nokia 5, and the Nokia 3310.
In contrast, last year's MWC show, all manufacturers basically released based on the Snapdragon 820 flagship products, including Samsung Galaxy S7 series, LG's modular mobile phone LG G5, Sony's Xperia X Performance, and domestic manufacturers are more active, LeTV At the CES, Le Max Pro was released, and Xiaomi released Xiaomi 5 simultaneously during MWC.
According to data released by Qualcomm, the total number of Snapdragon 82X products including mobile phones, virtual reality and other connected devices exceeds 200. Although the Snapdragon 835 terminal can be foreseen, it has only one.
This year, there are very few Snapdragon 835 terminals. Last year, it was the flagship of Snapdragon 820. The strong contrast is because Snapdragon 835 has not yet started shipping. Most of the manufacturers are being pinned by Qualcomm. This can be said to be Android manufacturers are hard to say.
Qualcomm and Samsung are doing things
The flagship of the 835é¾™ 835 did not break out on this year's MWC. Is it a problem with the volume? When we interviewed Qualcomm executive vice president Christiano Amon at CES, I also asked, the answer is that everything is normal. "The current production capacity of Snapdragon 835 is better than we expected. Nothing will affect Snapdragon 835." Mass production problems."
It is reported that the Snapdragon 835 has already started mass production since its appearance in mid-November last year. In this case, the terminal manufacturers still can't get the order. One of the possibilities is that the Samsung responsible for the foundry is stalking.
It is understood that Samsung LSI is responsible for the production of Snapdragon 835 processor for Qualcomm using the third-generation 10nm process. The news that Qualcomm abandoned TSMC's full turn to Samsung, one of the conditions is to require Samsung to adopt Snapdragon 835 in the flagship machine of the entire Netcom market. If the news is true, this solution is indeed a reassurance for the market share of the Opteron processor.
According to the data released by StrategyAnalyTIcs, in the first half of 2016, the Samsung S7 series shipped more than 25 million units in the first quarter alone. S7 edge has released 9 versions throughout the year, knowing that it is in China and the US. Dragon 820 version.
In addition, considering the loss of Note 7, Samsung's expectations for S8 will be higher this year, and will certainly invest more resources to promote this new product, so the priority to give the processor to Samsung, is equal to the priority to protect the Snapdragon 835 Shipments.
Previously, Forbes reported that few manufacturers had the Snapdragon 835 chip before the Samsung S8, so the LG G6 can only switch to the Snapdragon 821, and the funds are tight, and the new flagship may also be used. Chip, in this case, the general absence of MWC from the 355 terminal is also inevitable.
MediaTek missed a chance to turn over
For Android manufacturers, the Snapdragon 835 was not eaten because Samsung took the initial order, but the absence of MediaTek was a bit unbelievable.
The latest news shows that MediaTek also announced the commercial plan of the Helio X30 at MWC, and the first terminal will wait until the second quarter.
However, although the X30 is also a 10 nanometer process, Finbarr Moynihan, senior sales manager of MediaTek, said in an interview that the X30 will bring the experience that Samsung S7 and Google Pixel can get to ordinary users at a more competitive price. Basically, the euphemistic statement X30 does not reach the level of Xiaolong 835.
In terms of performance, the X30 with 10 core and three cluster architectures is not as good as the Snapdragon 835. It is also a quarter late in time. It is hard to imagine that in the case of Xiaolong 835, it is too late to be shipped, and the passive MediaTek has not caught it. A good opportunity to show your face and save yourself.
According to reports, MediaTek’s operating income last year was NT$275.51 billion (about 61.66 billion yuan). Although it increased by 29.2% year-on-year, its gross profit margin was still not profitable. At the same time, with the appearance of Xiaomi Songguo processor, Meizu is loyal to Qualcomm, and Qualcomm itself is also entering the entry-level market. MediaTek, which is sandwiched in the middle, has broken the top five domestic customers, which will also impact its next market share and battalion. Increase the increase.
Dramatically, Xie Qingjiang, the general manager of MediaTek who once ridiculed the tears of banknotes, once shouted to tie Qualcomm technically, but from the object of the X30 benchmark, MediaTek’s high-end dream has been smashed by Qualcomm for generations.
In other words, the Xiaolong 835 is the pain of the Android manufacturers who participated in MWC this year, but the Helio X30 will not have such treatment.
It’s time to get rid of the dependence on the supply chain.
During the whole MWC period, the most eye-catching terminal may belong to Huawei P10. The key point is that Huawei's high-end products do not rely on Qualcomm chips. The Kirin series processors of Huawei's Hisilicon Semiconductor are basically self-sufficient.
It is reported that Huawei set up a mobile phone chip R&D team in 2004. It took a total of five years to commercialize the first product K3V1. Although the performance of the first generation products was not ideal, with the K3V2 and later Kirin 910 chips appeared. The market has gradually accepted this processor solution outside of Qualcomm, MediaTek and Samsung.
As of August last year, Huawei and Glory's Kirin processor terminal shipments have exceeded 100 million. In addition, more and more TV, box, router and other products are also introducing Kirin processors, such as the mango TV released recently. The HiSilicon processor solution also means that there is still room for growth in the market share of Kirin chips.
In fact, in addition to Huawei, Xiaomi has also launched the pine cone processor solution in conjunction with Lianxin Technology. The corresponding products are also being commercialized one after another. The first product will also be unveiled in the first quarter of this year, with processor technology. More and more mature, the pace of productization of mobile phone manufacturers' independent chip solutions will be faster and faster.
At the same time, including Texas Instruments, Nvidia and other manufacturers in the mobile chip market itself, may be potential partners of mobile phone manufacturers' own processors.
It should be said that the delayed shipment of Xiaolong 835 affects the product rhythm. Only the terminal manufacturers are constrained by the supply chain. Before that, the entry-level products of Xiaomi and Meizu have risen, which is also a performance of the supply chain. There are no components that announce price increases, but basically they are screens, flash memory, batteries, etc. The accumulation and backup schemes of terminal manufacturers in this area are as important as the independent processors, otherwise they will be dealt with by Xiaolong in the future. The impact of the device will also be affected by the supply of other components.
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