HiSilicon LTE Cat7 layout loses its advantage or cooperates with Qualcomm to improve competitiveness

Lead: Huawei has always regarded its own Kirin chip as its core competitive advantage, but recently the competitiveness of the Unicorn 950 launched by Hess is obviously insufficient. In addition to the Snapdragon 65X and the Snapdragon 820, Qualcomm's low-end Snapdragon 625 and Snapdragon 435 support LTE Cat7 and above, and the layout is perfect. At present, only the Kirin 950 chip supports LTE Cat7 or above technology, and the Kirin 950 and 955 chips do not meet the mobile technology requirements. Therefore, choosing to cooperate with Qualcomm before the Kirin 960 launch may be the most to promote sales increase. good idea.

Huawei regards HiSilire as its core competitive advantage, but since the Unicorn 950 launched by Hess Kirin at the end of last year does not have sufficient competitive advantage, it is the promotion of smartphone shipments when it chooses to cooperate with Qualcomm before the Kirin 960 is about to go on the market. The best way.

Huawei's Kirin 920 has made a big splash, helping it to open up the situation in the high-end market. The mate7 with this chip is in a state of snapping up throughout the life cycle. There is an analysis that this phone brings more than 3 billion yuan of profit to Huawei. Become the benchmark for its entry into the high-end market.

However, the performance of the Kirin 930 did not have sufficient competitive advantage. The Huawei P8 and mateS that adopted the chip last year failed to achieve the brilliance of mate7. At the same time, it was positioned to locate the low-end P8 Youth Edition with great price advantage. Achieve more than 10 million sales.

At the end of 2015, Huawei launched a new generation of Kirin 950, but it was once again suppressed by Qualcomm's Xiaolong 820 and Samsung Exynos8890. The mate8 using this chip will no longer talk about the price of more than 4,000 yuan, but the same price as mate7 is 2999 yuan. .

In addition to the launch of the Snapdragon 820 in the high-end market, Qualcomm launched two models of the Snapdragon 652 and the Snapdragon 650 in the mid-end market. The two chips are quad-core A72+ quad-core A53 and dual-core A72+A53 architecture, using TSMC. 28nm process. Kirin 950 is a quad-core A72+ quad-core A53 architecture, using TSMC's 16nmFF+ process. However, because Huawei controls power consumption in the first place, the frequency of stable operation is comparable to that of Qualcomm's Opteron 652. The processor performance gap is not large. Of course, this is the case. The power consumption of the Kirin 950 will be even better.

The GPUs of Qualcomm's Snapdragon 650 and Snapdragon 652 are Adreno 510, and the performance is comparable to Huawei's Hierarch 950's T880-MP4. It is worth mentioning that Qualcomm's Opteron 65X chips support LTE Cat7 technology, in line with China Mobile's upcoming announcement in October that mobile phone companies are required to support LTE Cat7 technology.

In fact, in addition to the Snapdragon 65X and the Snapdragon 820, the Qualcomm 625 and Snapdragon 435 support the LTE Cat7 and above, and the layout is very perfect. At present, Huawei only supports the LTE Cat7 or above technology. The mobile phones using Kirin 950 and Kirin 955 chips do not meet the requirements of China Mobile. It is its biggest regret. Another chip company, MediaTek, currently does not have any chips. Support for LTE Cat7 or above.

Of course, another competitive advantage is the price. Due to the competition between MediaTek and Spreadtrum, Qualcomm is not as strong as it used to be. In the case of maintaining the competition of the Snapdragon 8XX series chips in the high-end market, the medium and low-end markets are offering China at very favorable prices. Mobile phone companies provide that last year's Xiaolong 410 chip even killed $8, which is lower than the price of the same grade chip of MediaTek. Such a price advantage will not be available to Huawei HiSilicon.

In fact, the market research company IHS has released data that in 2015, more than half of Huawei's mobile phones used Qualcomm and MediaTek chips. Huawei's Kirin 960 and Kirin 970 were temporarily lost to compete with Qualcomm before the launch of HiSilicon, in such a situation. Strengthening the adoption of Qualcomm's chips will help it gain a competitive edge and meet the challenges of OPPO and vivo.

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