It is undeniable that the Internet of Things has developed rapidly in the past two years. In 2016, Softbank acquired ARM for the Internet of Things with a price of US$32 billion. Not long ago, TDK also acquired the MEMS sensor manufacturer InvenSense to strengthen the layout of the Internet of Things for US$1.3 billion. In the past two years, Spreadtrum has undoubtedly achieved great success in the mobile market. At the same time, Spreadtrum, Qualcomm and MediaTek, which originally focused on smartphone processors, have already made the Internet of Things the next important market with the saturation of smartphones and the rise of the Internet of Things. According to the data, in 2015, Spreadtrum and RDA (now merged into Zhan Rui) chip shipments in the IoT market have surpassed the sum of Qualcomm and MediaTek.
Deepening the mobile market, Spreadtrum crosses the Internet of Things
According to the latest data from Counterpoint, “The total number of Spreadtrum chips shipped in 2016 is expected to reach 600 million units, up 13.4% from last year. Smartphone chips account for nearly 50% of total shipments. Spreadtrum 4G chip overall solution was Domestic and foreign brands are widely used, and annual shipments are expected to exceed 100 million, an increase of 574% over last year.†This is mainly due to the rapid growth of smartphones in emerging markets such as China and India.
Benefiting from the outbreak of the domestic 4G market, Spreadtrum has grown rapidly in the domestic market in 2016. At present, the domestic sales of Spreadtrum mobile phone chips (including baseband chips) has exceeded 40%. And there are many brand manufacturers have adopted, such as Samsung, Lenovo and so on.
In order to further develop the domestic 4G market, in 2016, Spreadtrum also reached a cooperation with China Mobile and became one of the main cooperative chip manufacturers of China Mobile's “2016 VoLTE & CA Public Project Planâ€.
In addition, Spreadtrum also cooperates with Ali YunOS to provide customers with a one-stop turnkey solution, and to provide downstream solution providers with a complete reference design based on Spreadtrum chip and YunOS system, which can help small and medium-sized manufacturers to provide faster. The more cost-effective 4G products meet the operator's testing standards and can smoothly enter the operator market. This one-stop turnkey solution for customers is welcomed by many manufacturers. This also contributed to Spreadtrum's further opening of the domestic low-end LTE market.
In addition, in the Indian market where mobile phone manufacturers are currently vying for competition, Spreadtrum has also been laid out. As early as 2009, Spreadtrum had entered the Indian market. According to the data, in June 2015, nearly 50% of Indian mobile phone brands used Spreadtrum processors. By August 2015, they had exceeded 50%, and they were in Intex, Lava, Micromax and other Indian mobile phones. The share of branded products is as high as 47%, 63% and 24% respectively.
In 2016, Spreadtrum also launched flagship products in cooperation with Myanmar's largest operator MPT, Africa's largest telecom operator MTN, North Africa's Algerian mobile phone brand Condor, and Brazilian mobile phone brand Rockcel. Further extending its reach to Africa and South America.
While the mobile phone market share has grown steadily, Spreadtrum has also begun to enter the IoT market. After the merger of Spreadtrum and RDA, it has a complete technology for mobile and IoT, and has cooperated with many companies.
In early 2016, Spreadtrum launched the Zitan security solution for applications such as smartphones and the Internet of Things. As the first dual-OS security solution with controllable chips and operating system in China, the solution will achieve high security from key technologies such as hardware platforms, operating systems and biometrics, thus redefining the standard of domestic security intelligent terminals.
In October 2016, Spreadtrum also launched the YunOS on Chip (YoC) cloud chip together with YunOS to further penetrate into the Internet of Things. The two parties start from the core chip to create a safe and complete one-stop security and complete solution from hardware and operating system to the cloud, and jointly define the new industry ecosystem of China's independent chip + OS.
Subsequently, Spreadtrum, RDA and YunOS officially launched the cloud chip platform--Spread link YoC development platform, which further optimizes the IoT development ecosystem and enables customers' products by adopting modular software development kits and open source methods. The development cycle has been greatly shortened to help customers quickly introduce innovative products.
In addition to YunOS, Spreadtrum also cooperated with China Telecom. In November 2016, it launched the industry's first SCM910, which supports China Telecom's 800MHz IoT-specific Cat.1 module. This is the first cooperation between Spreadtrum and China Telecom, which is of great significance to both parties. Dr. Li Liyou, Chairman and CEO of Spreadtrum Communications and Chairman of Rideke Microelectronics, said: "In the era of the Internet of Things, Spreadtrum actively deployed the Internet of Things field and took the lead in supporting China Telecom's 800MHz LTE network, and looked forward to more in-depth cooperation between the two parties. Further promote the full coverage of low-band LTE."
It is worth mentioning that the cooperation between Spreadtrum and Beidou is also comprehensive. In the mobile market, in 2015, Spreadtrum launched the self-developed 40nm Beidou/GPS/Glonass, WiFi, Bluetooth, FM (four-in-one) low. Power consumption, high integration Beidou positioning chip and smart phone overall solution, and mass production, in one fell swoop to break the monopoly position of foreign manufacturers in the smart phone satellite navigation chip market.
Spreadtrum will also extend the application range of Beidou chips to the Internet of Things market. Beidou Satellite can provide location information for IoT devices through network assistance, fully satisfying intelligent vehicle anti-theft systems, intelligent POS machines, smart meters, and car Beidou navigation devices. Demand in areas such as smart bicycles.
YunOS and Spreadtrum combine soft and hard to become the best partner
From the previous introduction, it is not difficult to see that both in the smart phone market and in the Internet of Things market, Spreadtrum and YunOS have very in-depth cooperation. The reason why the two sides can have such deep cooperation is because the two sides have a lot of points of convergence.
First of all, whether it is for smartphones or IoT devices, not only hardware support, but also software support is required, and the two need to work together to work properly. Spreadtrum is currently the largest domestic chip manufacturer in China. YunOS is currently the largest mobile operating system manufacturer in China. The cooperation between the two parties can naturally bring 1+1>2 effect. Moreover, with the increasing attention to information security in recent years, the requirements of “independent and controllable†in key areas have greatly promoted the development of domestic chips and domestic operating systems. YunOS and Spreadtrum are respectively domestic operating systems and domestically produced. The representative of the chip, the two parties can also provide a safer choice for domestic intelligent terminal manufacturers concerned about information security.
Secondly, there is a "power backing" behind Spreadtrum and YunOS. After the merger of Spreadtrum and RDA, Zhan Rui is a subsidiary of Ziguang Group. Ziguang is known as the “aircraft carrier†of China's IC industry, and chip giant Intel is also a shareholder of Zhan Rui. Behind YunOS is the world-renowned Alibaba. Japan’s Softbank is Ali’s major shareholder (even if it sold some of the shares of Ali for the acquisition of ARM, but Softbank is still one of Ali’s largest shareholders), and ARM is the son of Softbank. the company. This also means that the cooperation between Spreadtrum and YunOS can also mobilize more resources behind to support each other.
Third, Spreadtrum and YunOS have similar market positions in the smartphone market.
According to Gatner's data, in 2015, Spreadtrum and RDA scored 25.4% of the market, occupying a quarter of the world's market, and successfully surpassed MediaTek for the first time (MediaTek's market share was 24.7%). Second only to Qualcomm, it has become the world's second largest mobile phone chip manufacturer.
At the YunOS 5 conference at the end of 2015, a data released by market research company Sino said: In 2015, the domestic Android market share of Android is expected to be 81.36%, iOS share is expected to be 11.00%, YunOS share is expected to be 7.10%, and shipments in 2015 The volume is expected to exceed 33.10 million units. YunOS has become the world's third largest mobile operating system, second only to Android and iOS.
As the world's top three smartphone chip makers and the third largest mobile operating system, Spreadtrum and YunOS do have similar market positions in the mobile phone market.
Fourth, Spreadtrum and YunOS are positioned in the same way in the smartphone market. Both sides have focused on the low-end smartphone market, and this means that both parties have similar customer groups. YunOS is mainly engaged in the mobile phone market, such as Tianyu, Duowei, Kivu, Konka, Feixun, and Xiaojiao, as well as operators. These manufacturers are also customers of Spreadtrum.
With the outbreak of the domestic 4G market and the push of 4G by domestic operators, the cooperation between Spreadtrum and YunOS in the smart phone market is naturally natural.
According to Zhang Chunhui, president of Alibaba's OS business group, Yunu shipments will reach 100 million targets in 2016. The data also shows that in the first quarter of 2016, the number of new YunOS users increased by 17 million. Counterpoint's latest data also shows that the total number of Spreadtrum chips shipped in 2016 is expected to reach 600 million units, up 13.4% from last year. Smartphone chips account for nearly 50% of total shipments. The annual shipments of Spreadtrum 4G chips are expected to exceed 100 million, an increase of 574% over the previous year. Obviously, in the past year, both parties have achieved good results in the smart phone market, and this reflects the success of the cooperation between the two parties to some extent.
The future is the era of the Internet of Everything. While YunOS and Spreadtrum are growing rapidly in the smartphone market, they are beginning to work on the Internet of Things market. After the successful cooperation in the smart phone market, the cooperation between YunOS and Spreadtrum has become very natural in the Internet of Things market.
At the time when YunOS and Spreadtrum cooperated to launch YoC chips for the Internet of Things market, Dr. Li Liyou, Chairman and CEO of Spreadtrum Communications, said: “Exhibition and YunOS have a solid foundation for cooperation. In the field of mobile terminals, the YunOS operating system is supported based on the Spreadtrum chip platform. The mobile phone has achieved more than 10 million shipments. The strategic cooperation between Spreadtrum and YunOS in the field of IoT security is a comprehensive extension of the existing cooperation between the two parties. It is expected to cooperate with YunOS to provide core-to-cloud service and experience for IoT users. a secure connection between people, things, and services."
Deepen cooperation and go hand in hand
YunOS has entered the Internet of Things market earlier, so its tentacles have penetrated into many fields. At present, YunOS already has a series of IoT related ecological products such as YunOS Wear, YunOS Auto, YunOS Home, YunOS TV, YunOS Chip, and YunOS Professional, covering smart wear, Internet car, smart home, smart TV, cloud chip, Android notebook and other markets. . So its growth in the IoT market is also very fast. In July 2016, Sino data showed that the IoT terminal equipment equipped with YunOS has exceeded 100 million.
However, one of the pain points in front of YunOS is that its main market and users are at home. So internationalization has become an important task for YunOS.
To this end, YunOS has more internationalized its previous product naming, such as changing the YunOS for Car for Internet cars to YunOS Auto, and becoming the 2016 FIFA Club World Cup title sponsor. At the Yunqi Conference in October 2016, YunOS also teamed up with HP and Intel to release HP YunOS notebooks based on YunOS Professional. In addition, YunOS also exhibited at CES for the first time and presented a number of products at the show.
At the recent CES show, Alibaba YunOS participated for the first time and exhibited the YoC chip in cooperation with Spreadtrum.
However, until last month, YunOS and the Thai TV manufacturer Cybo released PRISMA smart TV, YunOS really realized the first time to go to sea.
In contrast, although the IoT market currently involved in Spreadtrum is relatively limited, it has not entered smart cars, smart TVs, smart homes, notebooks, etc., but Spreadtrum has extensive overseas market experience. As mentioned earlier, about 60% of Spreadtrum's chips are shipped abroad, covering Southeast Asia, India, Africa, Latin America, the Middle East, Europe and other global markets. Of course, this is inseparable from the efforts of Spreadtrum for many years.
Taking Spreadtrum's first LTE chip SC9830 as an example, in the first quarter of 2014, more than 40 countries and regions such as Europe/Southeast Asia/Australia/Middle East/Latin America were completed, and global field tests will be completed in the second quarter of 2015. Subsequently, it was certified by many overseas operators such as Orange, Vodafone and Telefonica. This is also paving the way for the successful launch of Spreadtrum SC9830.
Obviously, from the perspective of YunOS, further cooperation with Spreadtrum will definitely help the internationalization of YunOS. From the perspective of Spreadtrum, its competitors Qualcomm, MediaTek, and Intel have already penetrated into the IoT market, such as smart wearables, smart homes, robots, and smart cars. Spreadtrum must also follow up, and these areas also need to follow up. It is YunOS that has already entered. This is also a new opportunity for the two sides to further deepen cooperation and go hand in hand.
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