Cell phone chip prices lower convergence and engender new opportunities

Mainland smart phone industry chain faces tremendous price pressure

The chip manufacturers are facing huge price pressures. The current average price of the single-core 1GHz main chipset has dropped to 7 US dollars and will fall below 5 US dollars early next year.

After more than 10 years of rapid development, the Chinese mobile phone industry will undergo major changes, major consolidations, and major reshuffles in the next three years to compete for LTE/4G tickets. This process will be very tragic, but it will also be truly powerful and even global. China's mobile phone brand, and promote the local upstream component suppliers and ODM companies to grow. For the Chinese mobile phone industry, smart phones will provide very large market opportunities in the next three years. In 2012 and 2013, the domestic market will rapidly switch to 3G smart phones. Due to the rapid decline in costs, from the end of 2012, the 2G smart machine export market will also bring huge business opportunities.

Huaqiang Electronic Industry Research Institute predicts that the smart phone market in Mainland China will grow from 60 million in 2011 to 200 million in 2012, among which 3G smart phones will reach 170 million, and in 2013, the smart phone market in Mainland China will further reach 300 million. . WCDMA smartphones are still the dominant smartphone market in mainland China in 2012, but since the second half of the year, the shipment of low-end TD-SCDMA smartphones will grow rapidly under the impetus of China Mobile and the majority of small and medium-sized manufacturers, and will exceed WCDMA in 2012. smartphone. The smart phone market in mainland China in 2012 and 2013 will bring more than 100 million and 200 million business opportunities to local mobile phone manufacturers in China, respectively, and the proportion of international companies will be 40% and 30% respectively.

In the first half of 2012, the 2G smart phone market in mainland China brought surprises. This is mainly because 3G smart phones cannot rapidly advance to the 4th and 6th markets, and a large number of 2G functional machines need to be replaced. However, as the low-end TD smart phone market takes off, the time window and space for 2G smart phones in the mainland market will be limited, mainly to the export market. Huaqiang Electronics Research Institute expects that as the cost of entry-level 2G smart phones drops rapidly below US$40, the number of 2G smart phones exported by Chinese mainland manufacturers in 2013 will reach 150 million, accounting for more than 25% of mainland China’s 2G mobile phone exports.

The smart phone market will provide opportunities for the leading mobile phone manufacturers in mainland China. Companies with strong comprehensive capabilities and scale will be able to laugh at the end. The main metrics include product development and flagship product creation capabilities, branding and marketing, and multi-channel capabilities. (traditional, operator, e-commerce, overseas), supply chain integration capabilities and response speed, and cost control capabilities. Although vendors such as Huawei, ZTE, Lenovo, and Yulong have a good relationship with their operators, and Internet companies such as Xiaomi have entered the market in a timely manner, Jin Li and OPPO have the advantage of brand marketing and traditional channels. Vendors are rapidly transforming. Catch up. For the cottage and emerging companies, the opportunities may be mainly in the 2G smart phone export market, while the 3G smart phone export market is still dominated by large manufacturers such as Huawei, ZTE, TCL, Lenovo, Yulong and Jinli.

The smart phone industry in Mainland China will bring huge opportunities to a large number of mobile phone chips and component manufacturers. It can be said that the Chinese market has become a world leader - China's smart phone industry will become another pole of the global mobile phone industry beyond Apple and Samsung. Qualcomm will still dominate the EVDO and WCDMA markets due to patent and product roadmap advantages, but MTK will rely on the WCDMA open market and 2G smart phone market to catch up quickly, while Spreadtrum will benefit from TD-SCDMA and 2G smart export markets in the short term. It will also gain in the WCDMA market. However, like other manufacturers in the industry chain, these chip manufacturers are also facing huge price pressures. The current average price of the single-core 1GHz main chipset has dropped to 7 US dollars under intense competition, and is expected to fall below 5 US dollars early next year. .

Due to the destocking pressure and the macroeconomic factors caused by the rapid shift of the mobile phone industry from the functional machine to the smart phone in mainland China, the shipment of 2G functional machines in mainland China in 2012 will fall from 800 million in 2011 to 600 million. For 2G chip suppliers, due to the decline in shipments of smart phones due to rapid price reductions of smart phones and low-cost RDA competition, shipments of Spreadtrum and Mstar have been greatly affected, and MTK has also steadily declined.

Tablet PC and mobile phone convergence worth attention

In the future, there will be more mobile phone chip makers in the tablet PC, especially the integration of tablet and smart phones.

Since the tablet PC adopts a new generation ARM11/A8 chip and capacitive screen to improve the cost performance and user experience, the cost of the entire machine without tax is reduced to 65 US dollars (7-inch capacitive screen / 1G CPU / 512M cache / 8G flash /), retail price drop Less than $99. Since the second half of 2011, shipments of tablet PCs/MIDs in mainland China have started to increase rapidly.

According to statistics from Huaqiang Electronics Research Institute, in mainland China, shipments of tablet PCs/MIDs were approximately 14 million units in 2011, of which 7-inch products and exports accounted for more than 80%. In the first quarter of 2012, shipments of tablet PCs in mainland China continued to burst, with chip shipments exceeding 10 million. The second quarter due to seasonal factors and the first quarter of overheated shipments began to slow, but it is expected that the annual tablet/MID shipments will exceed 40 million.

Since the first quarter was very hot, the industry's shipments of tablet PCs in mainland China were very aggressive. However, we believe that the current hot market is mainly due to the original portable DVDs, digital photo frames, PNDs, large screen PMPs, and PNDs. There has been an alternative to the market, not to open up new markets, so we expect mainland flat/MID shipments to enter a plateau in 2013, reaching 65 million units. From the second half of 2013, the integration of flat-panel and smart-phone products, flat-panel and notebook computers is very worthy of attention, and it is likely to generate huge shipments.

From the perspective of manufacturers' shipments in the first quarter of 2012, the mainland has not formed a strong brand and is relatively decentralized, which is also an early stage of the market. In addition to MP3, MP4 manufacturers taking advantage of the transition to do tablet computers, from the end of 2011, mobile phones, home appliances, PCs and other manufacturers have also set foot in the tablet PC industry, hoping to win a place in the fast-growing tablet PC market. On the one hand, traditional mobile phones, home appliances, and PC manufacturers have to join the war in order to avoid being left behind by their peers. On the other hand, with the success of Amazon and Bonn, many mainland content providers and Internet companies are also excited. However, the current sales volume of tablet PCs and the rapidly bottoming-out profit margin make tablet PCs only a strategic market for them. From the shipment survey results, it is still the digital products manufacturers that currently dominate the market, but we It is predicted that in the future, there may be a dark horse content provider like Amazon. In addition, the future integration of tablet and smart phones and the integration of tablet and notebook PCs will enable the future PC and mobile phone brand manufacturers to dominate the tablet PC market.

In terms of chip suppliers, Rockchip Microelectronics and Zhuhai Quanzhi will no doubt be the protagonists of this year. Last year, Rockchip's RK2918 and Quanzhi's A10 divided the market for 30% to 40% of the mainland's tablet PC chip market, focusing on mid-to-high end. In order to further expand market share this year, the two chip companies scramble to release their high-end chips. On the other hand, they also launched the cost down version A13/RK2906 of their respective chips. It is expected that the two companies will occupy 60% of the chips. More than the market. The new shoreline dual-core A9 chip due to earlier maturity, may become a dark horse this year's tablet computer market. VIA dominated the low-end market in 2011, but the subsequent product launch was slow and the downstream customers needed higher-performance products to lose the market, but its newly released VIA8850 still attracted the attention of a group of small customers. However, what deserves more attention is that as the market for tablet PCs expands and the performance of mobile phone chip makers such as MTK and Qualcomm continues to increase, there will be more mobile phone chip makers in the future, especially tablet and smart phones. The mobile phone's integration product.

At present, the mainland flat panel has a large number of specifications ranging from 5 inches to 11 inches. Shipments are still dominated by 7-inch capacitive screens. It is expected that 7-inch tablets will account for more than 60% of the mainland's tablet shipments this year, and 8 inches or more will account for about 20%. The other 20%.

Since the second half of 2011, the prices of chips, storage, and touch screens used in tablet PCs have fallen by a relatively large margin, which is one of the driving forces behind the price wars of many manufacturers in the mainland. However, as prices have bottomed out, there is little room for further decline in the future, and more efforts will be made to continuously improve functions and enhance user experience in terms of existing costs and selling prices.

The camera street light is used to use the infrared network high definition intelligent ball's various features so that it can be widely used in the need of large-scale hd quality control of the site.

Functional properties

â‘ Smart Function:Smart Tracing,Smart Inspecting,Smart Road Monitor

â‘¡System Function:Smart Video,Smart Photo Enhancement

â‘¢Movement Function

â‘£Network Function

Camera Lights

Camera Lights

Camera Lights,Camera Lights Action,Camera Lights For Sale,Lights Camera Color

Jiangsu chengxu Electric Group Co., Ltd , http://www.chengxulighting.com

This entry was posted in on