In sharp contrast to the “soft†mobile chips represented by smartphones, the market for semiconductor components associated with the IoT-linked subsystems and network communication, sensing and control functions within various devices has grown significantly. Based on the huge market potential of the Internet of Things, mobile phone chip manufacturers have begun to exert their strength. The traditional mobile phone chip manufacturers and the industry are using the Internet of Things as a new growth opportunity. It is precisely because of the active participation of the industry's big players, the ecology of the Internet of Things. The system is maturing.
IoT think tank editor Xiao Xiangxiang yesterday's original article "Intelligent Hardware Industry Alarm: Beware of Mobile Phone Manufacturers Group Attack", from the shrinking process of the mobile phone manufacturers market, led to a number of chip manufacturers 暧昧 mergers and acquisitions love and hate story. Indeed, chip makers that have seen rapid growth in smartphone and tablet shipments in the past have had to think about new growth opportunities in the context of the increasingly saturated mobile phone market. The imagination of tens of billions of smart connected terminals in the future will also bring new blue oceans to chip manufacturers. Let's take a look at the views of the well-known IT expert Sun Yongjie on this phenomenon:
As the global smartphone market slows down, the days of closely related chip makers are beginning to be “softâ€. Following last quarter, major mobile phone chip makers such as Qualcomm and MediaTek all experienced a decline in revenue and profits. Recently, there have been rumors that chip maker Marvell may be sold. In addition, Broadcom, Nvidia and others have successively announced their withdrawal from the mobile phone chip market. While the mobile phone chip industry and related manufacturers are accelerating integration, what is the future or the new blue ocean?
In sharp contrast to the "soft" mobile chips represented by smartphones, according to the latest forecast report from market research firm IC Insights, the subsystems linked to the Internet of Things (IoT) communicate with each other within the network. The market size of semiconductor components related to measurement and control functions is expected to grow by 29% in 2015 to reach US$62.4 billion.
It is based on the huge market potential of the above IoT that mobile phone chip manufacturers have begun to exert their strength. For example, in the last quarter's earnings report, Qualcomm said that it will strengthen management in the future, that is, focus on investing in smart phone chips and related growth opportunities, such as leading modems and other differentiated technologies, focusing on the highest return opportunities. Includes data centers, small cells and some vertical IoT investments. The £1.6 billion acquisition of the British chipmaker CSR (mainly focusing on voice/music, low-power Bluetooth, in-vehicle systems, indoor positioning and document imaging chips) has been the best proof of this strategy.
In fact, Qualcomm has quietly achieved $1 billion in revenue on IoT chip sales last year, and its chips are used in various urban infrastructure projects, home appliances, automobiles and wearables. It is said that a total of 120 million smart home devices equipped with Qualcomm chips were shipped last year. In addition, 20 million cars and 20 wearable devices use Qualcomm chips, and 10% of this year's chip business revenue will come from IoT devices other than smartphones.
In addition to Qualcomm, Samsung also announced the system-level chip ArTIk for IoT devices. It is worth mentioning that behind this chip is the software ecosystem that it is building, the SmartThings IoT cloud and development kit acquired by Samsung (developers can apply here now), and a large number of partners: Arduino and Arduino IDE, Tembook software stack, Internet One analysis platform Medium One, SigFox for wireless connection to the Internet of Things.
Referring to the ecosystem, Microsoft has taken the lead in the IoT operating system, which will launch an operating system called Windows 10 IoT Core (IoT Core Edition) that runs on ATMs, ultrasound devices and wearable devices. In contrast, Google launched a new Internet of Things program at this year's Google I/O conference, which was named Project IoT (Internet of Things). At the HNC2015 network conference held recently, Huawei demonstrated the Agile IoT system, including an operating system called LiteOS that controls basic equipment. This is Huawei's most important step toward the Internet of Things. The Internet of Things has attracted heavyweight companies such as Google, Intel and IBM to join their respective standards and communication protocols.
It is not difficult to see from the above that not only the traditional mobile phone chip manufacturers, but the industry is using IoT as a new growth opportunity, and it is because of the active participation of the industry's big players that the IoT ecosystem is maturing.
In addition to IoT, the recent acquisition of Altera by the chip giant Intel's $16.7 billion indirectly proves the potential of another huge chip market, namely the server chip-based data center and cloud computing market.
As we all know, the decline of the traditional PC market has caused Intel's revenue and profits in this chip market to decline. At the same time, the mobile chip market represented by smart phones is also unfavorable. Despite this, Intel has benefited from the growth in the server chip market (the increase in mobile devices is changing the application model while promoting the demand for server chip-based data centers and cloud computing markets), and its overall performance is still cited. People pay attention. Based on this, IBM, which has sold its chip manufacturing facility, has opened up its own Power chip in order to gain a share of this market with the help of partners. Similarly, mobile phone chip makers have also turned their attention to this market. Previously, Samsung, NVIDIA and other companies tried to enter this market, but ultimately lost due to many factors such as technology and market. As a result, the industry's most challenging and threatening expectations for Intel in this market are pinned on Qualcomm.
In fact, as early as last year, Qualcomm claimed to enter the server chip market to compensate for the loss caused by the slowdown in the growth of the mobile phone chip market. With the recent conclusion of a memorandum of understanding with Guizhou Province of China, the establishment of an independent Chinese legal entity, the development and sale of a chipset based on Qualcomm's ARM-based server technology for use in China, It indicates that Qualcomm will formally cooperate with relevant partners in China in the server chip market. Of course, in addition to Qualcomm, MediaTek, its biggest competitor in the mobile phone chip market, is also reportedly planning to enter the server chip market.
In summary, we believe that when the growth rate of the mobile phone market slows down, the diversification of traditional mobile phone chip manufacturers will be the inevitable choice for their future survival and development, and the IoT and data center markets will undoubtedly be the most important blue ocean, who With the early deployment and exertion in the above-mentioned fields, it is possible for anyone to be invincible in the future competition.
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