This year, Ziguang Zhan Rui will be strong in the mobile phone chip market, launching independent research and development CPU and promoting 4G chip cooperation with the mainland. It is reported that the RF front-end business is the largest development space. Last year, the RF front-end became the first in mainland China, 2018 Great adjustments will be made from the product and manpower layout.
Ziguang Zhanrui has officially completed the merger of Spreadtrum and RDA, and the organizational structure adjustment. This year, it will show sharpness in the mobile phone chip market and independently develop CPU to launch products. Simultaneously promote 4G chips to cooperate with mainland and international first-line telecom operators, and expect 5G mobile phones. It will be listed in the second half of 2020, and it will be able to achieve 100 million units of shipments in 2021.
Wu Huixiong, senior vice president of Ziguang Zhanrui Marketing Department, said that Ziguang Zhanrui’s accumulated technical strength has finally broken through. This year’s self-developed CPU will launch a terminal product with operators and become the first self-embedded CPU core technology in mainland China. Mobile phone chip design manufacturers.
In addition, from 2G, 3G, 4G to 5G purple light are also densely arranged. Wu Huixiong said that Ziguang Zhanrui's 2G chip shipments in 2017 still reached 100 million standards; in addition, 3G LTE Modem performance is constantly improving and cost is continuously optimized. According to China Mobile's own quality report, SC9853 performance exceeds MediaTek and is close to Qualcomm. Xiaolong 835, Haisi 970 flagship chip. The SC9853 is only about one-sixth of the competitor's flagship chip.
In addition, Spreadtrum first launched the dual-card dual-standby function in 2007. Based on the 3GPP protocol, the innovative use of a BB/RF chip architecture has introduced new 2G+3G, 2G+4G and 3G+4G products to support dual-card dual-pair. Waiting for, in 2017, 4G+4G dual-card dual-standby is also introduced, which adopts the same set of architecture to realize the dual-card dual-standby function of the chip.
In terms of international layout, 4G products have made significant breakthroughs in the international market, such as LTE Modem obtained Vodafone certification; in addition, SC passed the AT&T product certification test in Mexico in 9850; the new first-line 4G function chip international first-line brand has also been shipped; SC 9820 In the 4G function machine market, the shipment volume has exceeded 10 million in 2017, and behind it is the 4G function machine with more than 10 million customers.
He specifically mentioned cooperation with China Mobile's own brands. Last year, A3 shipped more than 3 million units, and in early 2018, SC9832 won the bid, and the A4 function machine was officially shipped. The function machine is in the high-definition voice, data-based business, and local differentiated services, such as the function machine for the elderly, which can provide different functions such as dialect listening, storytelling, etc., and there are market selling points.
Despite the forecast of a possible decline in shipments in the mainland mobile phone market in 2018, Ziguang Zhanrui believes that it will continue to grow by nearly 6% in the middle and low-end markets below its relatively concentrated $190 mobile phone. growth rate.
Another space where the growth of Ziguang has grown sharply comes from the RF front-end business. Zhan Rui's RF front-end has become the number one manufacturer in mainland China, with a growth rate of 70%. Wu Huixiong analyzed that the RF front-end has a very large room for growth, and the demand for filters, power amplifiers, switches, etc. is increasing, and 50% per year. The above growth rate.
Ziguang Zhanrui officially completed the merger and RDA merger and organizational restructuring. In 2018, it will make major adjustments from product and manpower layout, and increase strategic investment to achieve cross-product line, multi-product launch, and comply with consumption upgrades. trend. Wu Huixiong said that the voice of Zhan Rui in the market this year will be bigger than last year, and next year will be even bigger than this year.
He revealed that at present, Ziguang Zhanrui's product-oriented organizational structure adjustment, to create eight major product lines, will be more flexible, more efficient in response to the market, but also more targeted to market competitors. On the large platform of Ziguang Zhanrui, set up various product lines and carry out clear product layout. Each product line serves as an independent business unit and deeply grasps the battlefield where it is located.
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