Gathering micro-messages (text/Xiaobei) Recently, MediaTek officials stated that shipments of smart phone processors increased significantly in the second quarter, shipments were stronger than expected, and handset processor shipments are expected to exceed 100 million. The gross profit margin is expected to rise back to above 37%. In the second half of the year, low-end and mid-range mobile phone processors will be introduced. The annual gross profit margin is expected to exceed 38%.
As predicted by Strategy Analytics analyst Sravan Kundojjala, 2018 is a crucial year for MediaTek and ZF.
This year, MediaTek switched from the Helio X high-end line to the Helio P mid-to-high-end processor line with a cost-effective advantage, and released the mid-range processor Helio P60 in March.
As mobile phone processor manufacturers increasingly give high-end performance to mid-range mobile phone chips, the boundaries of mid- to high-end mobile phone processors will become increasingly blurred, and low-end mobile phone processors may speed up.
At one time, Qualcomm had a clear lineup of mobile phone processors, the low-end 400 series, the mid-range 600 series, and the high-end 800 series. Last year, Qualcomm gave the Xiaolong 600 Series the 'characteristic' of the 800 series, which made people feel that Xiaolong 660 did not It is a mid-range processor. This year, Qualcomm launched the 700 series between the 800 series and the 600 series, targeting the high-end smartphone market.
The introduction of Qualcomm's 700 series confirms the blurring of the boundaries of Xiaolong's mid- to high-end mobile phone chips, and shows that Qualcomm is aware of the competitiveness of MediaTek's mid-range mobile phone processors. This processor makes Qualcomm feel a sense of "crisis." It is Helio P60.
The Helio P60 is preemptively equipped with an AI function and is manufactured on TSMC's 12nm process.
In a bid to win, MediaTek launched the Helio P22 processor in May, which will inject a stimulant into the midrange mobile phone market. It will be built on TSMC's 12nm FinFET process, with an 8-core A53 CPU and a maximum frequency of 2.0GHz. It will be equipped with MediaTek's CorePilot 4.0 and NeuroPilot. Smart technology, support for face recognition, smart album, single/double camera depth of field AI camera.
In addition, Ziguang Zengru also made it clear that its 5G chip will be cut into the high-end market in 2021.
It is not difficult to find that the mid-range mobile phone processor market will become the most competitive market in the next few years, and the low-end mobile phone processor will soon be 'out of business'.
According to industry insiders, as mobile phone processor manufacturers compete for the mid-to-high end chip market, they will also appropriately weaken the low-end processor strategy.
This year, high-end mobile phone processors are generally equipped with AI functionality, and the selling point of 'AI' has become not new. Mobile phone processor makers and smart phone manufacturers need to find the next selling point. Insiders said, no doubt, the next selling point is set '5G'.
The period before the arrival of the 5G era has become a great time for major mobile phone manufacturers and mobile phone processor companies to seize market and resources. Industry experts believe that at this stage of slowing demand, mobile phone and chip manufacturers will pass a The cost-effective' battle to determine the future market structure, those who are not competitive mobile phone supply chain manufacturers will face the crisis is eliminated.