There are already more than one hundred telecom operators in the world that provide 4G transfer services. China and Taiwan will also expand or enter the 4G era in the next and future years. Market survey agencies estimate that the LTE market will start to grow rapidly in 2014, with mobile phones Brand makers will launch more LTE phones next year. Recently, Broadcom also announced that it will enter the LTE chip market. Together with MediaTek (2454), the first generation of products will be unveiled next year. LTE mobile phone chips will become the new mobile phone chip manufacturers. battlefield.
According to the statistics of StrategyAnalyTIcs, the market survey agency, global LTE mobile phone shipments will grow 10 times this year to 67 million units, and another market survey agency IHS also estimates that the number of global 4GLTE subscribers will grow from 16.9 million in 2011 to 73.3 million. With an increase of 334%, the total number of 4G subscribers will reach 200 million next year. A number of research institutes expect that the number of LTE users will rise to 700-1200 million by 2016.
The terminal brand manufacturers, including Apple, Samsung, HTC, LG, Nokia, Motorola, Pantech and Fujitsu, and Sony have all launched mobile phones equipped with 4G modules. With the next year's major mobile phone brand manufacturers planning a variety of models equipped with LTE modules, and tablet computers will continue to launch LTE version products, the demand for LTE chips will obviously turn up.
At present, LTE chips are still dominated by Qualcomm, while Samsung mainly supplies its own mobile phones. The rest include Continental HiSilicon investing in research and development of TD-LTE chips. ST, Sequans, Altair, Marvell, Renesas, etc. are all actively rushing to launch related products.
The domestic LTE chip related manufacturers are mainly MediaTek and VIA's Wei Rui, while Creative and Hui Rong cooperate with Samsung in OEM and RF transceivers respectively. Among them, MediaTek is a relatively fast-tracking index manufacturer. Its TD-LTE solution has been sampled last year, and the FDLTE specification technology has been authorized through NTTDoCoMo. It will launch integrated 2.5G / 3G / 4G chips next year, and may further Step into TDLTE and FDLTE dual-mode specifications.
However, Broadcom announced that it will send sample mobile phone customers LTE chips next year, and ST also announced that it will disassociate with Ericsson (Ericsson), sell ST-Ericsson shares, and cast new variables for the market again. Moreover, the technological capabilities of various competitors continue to narrow the gap, next year In half a year, LTE chips will gradually move towards the Warring States era.
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