Car electronics chip according to the hills brewing the wave of melee

The market demand for smart phones in mainland China is gradually increasing. Local brands and white-brand mobile phone industry chains have begun to focus on smart phone products. However, due to the fact that many factories are still confused about the preference of Chinese consumers for smart phones. At present, China's smart mobile phone industry chain is clearly in a state of contention, and it has led to domestic and foreign chip suppliers also show their own different perspectives. Among them, MediaTek and Qualcomm (Qualcomm) are first to enter the mainland 3G (WCDMA) chip market, Spreadtrum is the card slot 3G (TD-SCDMA) chip field, as for Morningstar, it grabbed a good head in the EDGE chip market.

Since the second half of 2010, MediaTek, Spreadtrum and Morningstar have been fighting in the market. In the third quarter of 2011, which was least favored by the industry, they delivered a good performance that was still 10 to 20% higher than the second quarter. The market demand for smart phones in the Mainland has risen rapidly. The proportion of new wafers shipped by these three mobile chip suppliers has increased. Especially in smart phone chip solutions, peripheral Wi-Fi, FM, GPS, and Bluetooth are often added. The wireless chip loading rate virtually increases the average price (ASP) that chip suppliers ship to each mobile phone chip.

Currently, smart phone products have a lot of options to choose from operating systems, mobile phone function positioning, chip solutions, operators, and cost structures. Before the smart mobile phone market in Mainland China has temporarily appeared in the new mainstream, a hundred schools of thought contend. It is expected that it will continue for some time. Since mainland customers use different chip solutions, and their products and market positioning are not the same, the mainland mobile phone chip market has seen a rare time of rest, which can be from MediaTek, Spreadtrum and Morningstar. In the third quarter, the gross profit rate did not fall or even reversed.

China's white-brand mobile phone makers stated that under the vigorous promotion of operators, the demand for connecting with consumers has increased dramatically. At present, in the terminal market, the most fiery situation of smart phone products has become more and more obvious, even in the next mainland. The long vacation, the proportion of new mobile phones in smart phones will be quickly increased to more than 80%, showing that the product development capacity of the mainland brand mobile phone industry and the white card mobile phone industry chain has been fully transferred to the field of smart phones, is expected to be less than Within one year, the mobile phone products on the market will be dominated by smart phones and the mainstream status is clear.

In addition, domestic and foreign mobile phone chip makers still delivered good performance during the peak season in the third quarter, and the gross profit margin was also flat, which fully showed that the market demand for smart phones in the mainland and emerging countries has risen, and that smart phones still emphasize product differences in the short term. In the direction of development, the average unit price for each wafer factory will be increased and the profitability of gross profit margin will increase.

However, this may only be a quiet period before the storm. Domestic mobile phone chip makers frankly stated that all companies are expecting smart phone market demand in the mainland and emerging countries. The compound growth rate in the next few years will be a scary situation and all R&D resources will be met. After the investment, the smart phone chip market in mainland China and emerging countries will, in the shortest possible time, temporarily stop fighting for a while and reenter the stage of warfare and warfare.