Electronic enthusiast network [Compilation / David]: In 2012, due to huge demand, the surging Chinese smartphone market was driven. Among them, among the numerous smartphone chip suppliers, MediaTek and Spreadtrum are well-deserved biggest beneficiaries.
In 2013, the smartphone market still maintained rapid growth. If the market is different from 2012, the biggest difference is that the market will expand wider and wider. area.
Spreadtrum CEO Li Liyou said that Spreadtrum's current line of fire is fully open, and it is still stretched, and it is difficult to meet the rapidly growing demand for smartphones. In fact, this kind of complaint that seems to be envied by other chip manufacturers is valid.
Earlier this year, according to data from market analysis agency Analysys International, China ’s smartphone shipments will reach 2.4 units in 2013, accounting for a third of the world ’s strongest market share and continuing to sit firmly in the world ’s largest smartphone market.
However, according to analysis, unlike the smart phone market in China, India, and Southeast Asia, the US smart phone market has been firmly controlled by Apple and Samsung Galaxy S3. The smartphone market in the US market has matured and saturated, Li Liyou pointed out. In contrast, first-time buyers in China are more inclined to buy mobile phones under $ 50, which are typical models with 3.5-inch screens and Android 2.1 OS.
Global major smartphone market and annual growth rate forecast in 2013, it is predicted that China's smartphone shipments will reach about 240 million units in 2013
While ST-Ericsson (announced the spin-off on March 18, 2013), Renesas Mobile, Marvell and Nvidia struggled with the high-end market firmly dominated by Qualcomm and Apple, Spreadtrum and MediaTek were keenly smelling low- and mid-end intelligence Great business opportunities for mobile phones.
Some chip manufacturers will disdain the market for low-end smartphones. However, Spreadtrum has attracted customers with practicality and high performance as selling points. Such as Spreadtrum's 1GHz Android low-end smartphone platform-SC8810 (TD-SCDMA) and SC6820 (EDGE / GPRS / GSM), if the two are integrated into the baseband / application processor based on ARM Cortex A5 core, its performance Not inferior to Apple iPhone 4. According to Geekbench test results, its performance is even better than iPhone 4.
MediaTek vs. Spreadtrum, only single-core applications / baseband processors?
If MediaTek and Spreadtrum share the hot and low-end smartphone market in China, how will Spreadtrum face MediaTek? Li Liyou did not disagree, "The Chinese market is so large that there is enough room for the harmonious existence of these two companies."
In fact, Spreadtrum holds its single-core smartphone platform to dominate the Chinese TD-SCDM smartphone market. According to statistical analysis, in 2012, the company occupied half of China Mobile's TD-SCDM mobile phone business. MediaTek focuses on the mid-end smartphone market based on its dual-core solution. It must be pointed out that MediaTek dominates the WCDMA solution in the non-China mobile market.
According to reports, Spreadtrum will bet on the WCDMA market in the second or third quarter of this year. According to analysis, the first chip product to support the WCDMA standard is based on a 40nm semiconductor process. However, it is rumored that Spreadtrum has already started a 28nm business cooperation with TSMC, and there will be results in the fourth quarter. It is speculated that Spreadtrum ’s first WCDMA chip is still single-core, and a new quad-core solution will be released in the fourth quarter of this year.
Spreadtrum CEO Li Liyou
Why does Spreadtrum skip dual-core? In fact, it is very simple, compared with other manufacturers, such as MediaTek, Spreadtrum entered later in this area. At present, it seems that the dual-core market is in a stage of fierce competition. Looking around, there is a red sea. Therefore, it is also a good idea to skip the dual-core sword and quad-core.
LTE battlefield machine is indispensable
Spreadtrum has been cultivating the LTE field for three years, and the TD-LTE storm set off by China Mobile in 2012 has fully attacked this field. Because Spreadtrum has thoroughly understood China Mobile's intentions, the company is developing a second-generation LTE solution. It is believed that in the fourth quarter, LTE chips based on 28nm will be visible. It will cover five standard basebands, such as TDD-LTE, FDD-LTE, WCDMA, TD-SCDMA and EDGE. Although Spreadtrum entered the LTE field so early, it was not in a hurry to start the business because the LTE market was not heavy. At present, the market is being dominated by chip manufacturers such as Marvell and Qualcomm. It is predicted that in 2014, China's LTE industry will gradually start to increase in volume.
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