In 2017, the market layout of global mobile phone chip manufacturers changed little; In 2022, each vehicle will carry up to $6,000 in electronic components; The proportion of semiconductors in electronic system products rose to 28.1%

1. In 2017, the market layout of global mobile phone chip manufacturers changed little;

 

        Although Qualcomm (Qualcomm), Mediatek and Spreadtrum in the first half of 2017, there are also news that Samsung Electronics (Samsung Electronics), Oppo, Vivo, Xiaomi and Meizu and other well-known brand mobile phone factories intend to transfer orders, among which, Mediatek is more unfavorable because of Modem chip upgrades. However, under the urgent launch of the new Modem chip solution by Mediatek and the latest 12-nm process technology by TSMC to transform the cost structure and stop the bleeding, Qualcomm, Mediatek and Spreadtrum are expected to maintain the three-strong tripartita of entry, which is still not expected to change significantly in 2017. In the face of the slowing growth of the global smart phone market demand, it shows that smart phone products have officially entered a mature stage, and the trouble of chip gross profit margin is difficult to get rid of, we will only earn less and less, it is expected that the world's three major mobile phone chip suppliers will continue to fight in the future, but if they want to fight again, with the current killing 1,000 enemies, at least the return on investment of 800. I don't think anyone's gonna be doing anything any time soon.

 

       Although Qualcomm with the Snapdragon (Snapdragon)835 chip platform sweeping the global high-end smart phone chip market momentum, driven by its 6 series and 4 series Snapdragon chips in the mainland of the low-end smart phone chip market, but due to significantly different customer attributes, coupled with the price discount space is quite limited, Research and development resources and product support capabilities are also limited, although the mainland brand mobile phone customers have been trying to make a single sound, but the actual number and type of new phones have not been as expected, which makes Qualcomm intend to dive the mainland's middle and low order smart phone chip market share layout, still need a little more time to communicate and cooperate with customers. However, after Qualcomm gradually shifted its research and development resources and product focus to the mainland domestic demand and export smart phone market, the opportunity for competitors to take advantage of the gap in the future is not high, with Qualcomm's recent friendship with mainland industry, officials, and academia, brothers and sisters, Qualcomm's advantage in controlling the commanding heights of the market is still huge. The power of continuing to dominate the global smart phone chip market in the future is amazing.

 

        As for Mediatek, which was previously most afraid of being caught in Qualcomm and Spreadtrum clip, finally in 2016, after the layout of the lower half Modem chip technology obviously lagged behind the mainstream market demand, it had to cut prices all the way to survive, reflecting in Mediatek's average gross profit margin performance, which was nearly 50% in the past, and continued to fall to 35%. The mainland's market share of smart phone chips is also losing ground, forcing it to cede a lot of market nutrients to its main competitors. Fortunately, under the accelerated work of the research and development team of Mediatek, the company's new generation Modem chip solution has been re-upgraded to keep up with the mainstream level, coupled with the tactical success of the previous hard to hold the market share of the mainland's middle and low order smart phone chips, Mediatek has significantly rebounded in the recent period of customer orders, and the effective improvement of the chip cost structure. In 2017, the company's global smart phone chip market share has passed the low point, but in the face of the structural clamping pressure on the terminal chip market with tigers and wolves, Mediatek is afraid to spawn several new weapons to stop the war, in order to effectively hold the leading position in the global middle and low order smart phone chip market.

 

        As Spreadtrum has a small R&D team, small business scale and poor economic scale, and other inherent competitive disadvantages, coupled with the competitive pressure of products and technologies always catching up from the back to the front, although the company is still sad and passed, its performance in the average gross profit margin and market share of chips is often inadequate, and Spreadtrum has too many external partners. In the cooperation process of some advanced process technology, there are repeatedly mass production delays or poor yield and other productive factors, so that the company in the second half of 2016 obviously missed a good opportunity to take the global smart phone chip market share, after competitors have come back to God, the future in the global middle and low order smart phone chip market share battle, I am afraid that it will be trapped again, but, In view of the pace of the global smart phone market has begun to mature, if Spreadtrum smart phone chip solutions can highlight the high cost performance, and effectively play the advantages of small scale, but also high flexibility, and fast response, the future company's revenue and chip market share growth space is relatively wider than competitors. DIGITIMES

 

In 2022, each vehicle will carry up to $6,000 in electronic components;

 

       IHS Markit predicts that in the next five years, a premium vehicle will carry more than $6,000 in automotive electronic components, and will bring $160 billion in automotive electronics business opportunities by 2022.

 

       According to Luca De Ambroggi, principal analyst of automotive electronics at IHS Markit, in the next five years, a high-end car will carry more than $6,000 of automotive electronic components, and will bring $160 billion of automotive electronics market opportunities by 2022.

 

       All automotive electronics related to the car are expected to change dramatically. According to IHS forecasts, the automotive semiconductor market will grow by more than 7 percent by 2022, outpacing the overall automotive electronic systems growth rate of about 4.5 percent over the same period, and vehicle sales growth rate of about 2.4 percent. According to De Ambroggi, this is mainly because the automotive semiconductor market has added a lot of software value.

 

       In response to increasing complexity and data sharing, automobile manufacturers are working to adopt more advanced networking technologies to replace the standard flat architecture based on Control Area Network (CAN) bus. "All electronic systems need to meet strong safety standards," De Ambroggi said.

 

       "Artificial intelligence (AI) will enable fully autonomous (Level 5) vehicles to replace human drivers, but it will take more time to reach the performance, safety and cost requirements, and the current chip technology is not yet in place," De Ambroggi said.

 

       The automotive market alone may not be large enough to support the development costs of related technologies, so there is a need for more general-purpose semiconductor components that can be customized for the automotive market.

 

     In-vehicle AI systems must also have the ability to go beyond identifying objects so that they can use a variety of information to predict behavior. Even the relatively mature chip-level speech recognition technology that has developed in the field of in-vehicle entertainment must greatly improve its performance before it can be implemented in driver assistance applications.

 

       He added: "A standard driving licence system will also need to be established for the machine in the future to prove that it is intelligent enough to drive on the road."

 

       In addition to radar and cameras, LiDAR (light detection and ranging) is expected to become a must-have device for 35 million products by 2025. There are about 15 different technologies competing for this market.

 

      These sensor inputs will need to be networked to achieve accuracy and redundancy. IHS expects the sensor fusion material cost (BoM) value of advanced driver assistance systems (ADAS) to double globally by 2025. However, the cost of fusion materials for basic landscape sensors for parking applications is expected to be halved and enter the commercialization stage.

 

      Smart cars lock into 5G mobile networks

 

      Katherine Winter, vice president of Intel's autonomous driving division, pointed out that a wave of data generated by autonomous vehicles is expected to reach about 4 terabytes of data per day by 2020, which will bring huge demand for 5G communications and cloud storage.

 

       Intel's chips are currently being tested in hundreds of autonomous vehicles to create end-to-end solutions that cover vehicles, connectivity, and the cloud. In the future, the collection of information will be pushed to the data center via 5G for machine learning and algorithm training, as well as access to high-resolution (HD) maps.

 

      Nakul Duggal, vice president of product management at Qualcomm, said the smart vehicles of the future will largely depend on 5G connectivity. "By 2035, we expect 5G technology to generate more than $2.4 trillion in economic output for the entire broad automotive sector," he said.