DIGITIMES Research pointed out that, in addition to a small amount of Samsung's own production of small chips, Apple, Hisilicon chips are not self-external supply, but the three companies worldwide smart phone shipments of the top three companies, their products equipped with homemade chips, The smart phone AP market squeezed, and continue to expand as the industry concentration increases, forecast high-pass shipments in 2018 fear the decline of 1.2%.
MediaTek's target market and the self-made chip market less overlap, and the introduction of competitive mainstream products for downstream brands to adopt, forecast a slight 3.6% growth in shipments in 2018, but also by the smart phone shipment growth trend Slow impact, 400 million shipments in 2018 or face the challenge.
From the architecture observation, Cortex-A53 is still the mainstream, followed by the independent architecture chips; from the process do not observe, 28 nm is still the mainstream, to maintain a certain level, flagship smartphone AP will be 7nm, 10nm, 12nm upgrade, 14nm and 16nm weight Decline; from the baseband technology, 2G and 3G smart phone AP has its rigid demand, into the niche market.
In addition, with the advent of artificial intelligence (AI), edge computing in smart phones enables deep learning into smart phone AP vendor issues, with graphics processor (GPU), digital signal processor (DSP) or neural network processing Heterogeneous computing smart phone AP into a significant learning, in 2018 20.3% of the world's smart phone AP will be able to heterogeneous computing depth learning inference or even learning tasks.