On February 26, 2018, the world's largest and most influential communications exhibition, the World Mobile Communications Conference (MWC2018), opened in Barcelona, ​​Spain, and the development of 5G and the Internet became the focus. Let's take a look at the relevant content together with Xiaobian.
During the exhibition, Huawei released the world’s first 5G commercial chips and terminals based on the 3GPP standard. The exhibition of new products means that China’s enterprises represented by Huawei have already seized the leading position in the global 5G development. With the development of the Internet, the Internet of Things, automation and intelligence, 5G development has gained universal attention. In the promotion of 5G smart development in various industries, it is inseparable from the technical support of core product chips. Under the background of continuous improvement in China's R&D capabilities and technological capabilities, the development of China's chip industry has received much attention.
The United States leads the development of chips and has a high degree of domestic overseas dependence.
The chip is a collective name for semiconductor device products and is a carrier for integrated circuits. Mainly used in surveillance navigation, car navigation, wearable devices, tablet devices and smart phones and other fields.
Since January 1993, Intel has been the world's largest chip maker to occupy the leading position in the industry. Until 2016, Intel is still the world's largest chip supplier. Its annual chip sales amounted to US$54.09 billion, an increase of 4.6% over the previous year, with a market share of 15.75%. The second place is Samsung Electronics. In 2016, chip revenue reached 40.1 billion yuan. The US dollar accounted for 11.67% of the global chip market share; Qualcomm’s chip revenue ranked third, reaching US$15.4 billion; SK Hynix followed its chip sales by US$14.7 billion, and its market share was below 5%. It is worth noting that in 2016, Broadcom’s chip sales revenue increased significantly, with market share accounting for 2.49%. From the point of view of global chip makers' sales, there are no Chinese companies on the list, and China's high-end chips are still more dependent on overseas markets.
Exhibit 1: Worldwide chip vendor sales TOP10 2015-2016 (Unit: Million US Dollars, %)
5G chip became a hot pet, the domestic status rose significantly
With the continuous improvement of 4G penetration rate, the development model of 5G Internet of Things will more effectively promote the development of global intelligence, bringing new feelings to industrial manufacturing and the lives of people including medical, home, and travel. The demand for 5G development in the new period has prompted international representative companies to increase financial input and R&D investment to enhance the research and development of 5G chips. 2018 World Mobile Communications Conference China's scientific and technological representative companies launched 3GPP standard 5G commercial chips Baron 5G01 and 5G commercial terminals to support the global mainstream 5G frequency band download rate, and enhance China's competitive position in the high-end chip field. Traditional chip manufacturing companies in various countries have also seized the opportunity to increase the R&D of 5G chips and provide commercialization support for the development of 5G commercialization.
Chart 2: Development Analysis of 5G Chips for Representative Enterprises at Home and Abroad (1)
Chart 3: Development Analysis of 5G Chips for Representative Enterprises at Home and Abroad (2)
OEM is still the main model and it is expected to achieve breakthrough in the 5G period
The development of the chip is the main technical support for the development of the Internet-related industries in the new era, and it requires a relatively high level of technical strength. China's overseas dependence on high-end chips is relatively high. However, under the impetus of the development of China's manufacturing industry, domestic chip foundry companies have developed rapidly. In 2016, the top five chip foundries in the world followed by TSMC, Glofangd, UMC, SMIC, and Powerchip. In 2016, the operating income of TSMC's chip foundry in China reached US$29.988 billion, an increase of 10.97% over the same period of the previous year, with a market share of 59%. It is the first company to produce chip foundry. Hua Hong, another Chinese company, caught up with the company in 2016. Its operating income reached US$7.112 billion, an increase of 994.15% over the same period of last year and ranked second in the chip foundry business.
Exhibit 4: Revenue Analysis of Global Top10 Chip Foundry Companies, 2015-2016 (Unit: USD 100 million)
In 2016, the overall market share of chip foundry companies in China reached 80%. Among them, the market share of TSMC's foundry companies reached 59%, ranking first; the United States's Grooved chip production market share was 11%, ranking second; in 2016, Lianhua’s operating revenue from electronic chips was US$4.582 billion. The rate is 9%. In the new era of 5G, China’s equipment manufacturers represented by Huawei, ZTE, etc. and the mobile communication operators represented by mobile, China Unicom, and telecommunications actively promoted China’s 5G development in a global leading position. Huawei’s 5G chips The promotion of commercialization of R&D has given China an opportunity to seize a place in high-end chip manufacturing companies and achieve breakthroughs in the development of the industry.
Chart 5: Market share of chip foundry companies in 2016 (Unit: %)
(The above analysis and data refer to “Report on China's Chip Industry Market Demand and Investment Planning for 2018-2023†published by the Industry Research Institute of Forward Looking.)
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