5g chip comprehensive seller's market: price increase of 5g chip of MediaTek Chengdu has customers to pay
In 2020, major telecom companies around the world will gradually launch 5g commercialization, and major mobile phone manufacturers will launch new phones in the first quarter of 2020, such as Samsung, Huawei, oppo, vivo, Xiaomi and other brands with considerable planning. Therefore, the current 5g chip competition can be said to be very fierce. Major chip manufacturers want to occupy a high ground in this shuffle. Qualcomm, MediaTek or will start to enter mass production in the fourth quarter of 2019. However, the yield of Samsung EUV 7 nanometer process is poor, and Qualcomm's supply may be affected.
Recently, it has been reported that the price of 5g mobile phone chip of MediaTek has increased by 20%, even though a large number of customers still pay for it, 5g chip has been fully transferred to the seller's market, is MediaTek about to usher in the high light moment?
MediaTek is expected to officially launch 5g mobile phone chips in Shenzhen, mainland China, on the 26th, with the official name and performance details. On the other hand, the market heard that the yield of Xiaolong 7250, Qualcomm's latest flagship mobile phone chip, in Samsung's latest EUV version of the 7Nm process is probably less than 30%, and the yield has not been significantly improved, so the supply of mobile phone chips may not be as expected, and in the case of relatively unstable supply, it may impact the willingness of land mobile phone brands to adopt.
The prosperity of MediaTek originated from the turn key model, but it took a nap in the 3G and 4G era. Until the end of the 4G era, there has not been a decent flagship representative of MediaTek on the market. With CAI Mingjie coming back from behind the scenes, 5g will be an important outlet for the chip market.
