Who will laugh last in 4G chip hegemony?
The falling speed of 4G mobile phone in China is double that in 3G era . What role the price competitor will play . We hope not to drop the price ,but also reduce the quality , therefore , manufacturers and consumers do not get benefits .
With Spreadtrums 4G mobile phone chip being upgraded into a single chip solution scheme , plus Union Cores developing new 4G mobile phones single chip hand in hand with Millet , in year 2015 , a situation of tripartite confrontation situation which consists of Qualcomm , Media Tek and Marvel is broken and become five strong hegemony war of 4G mobile phone chip . Although Qualcomm will still dominate mainland Chinas 4G mobile phone chip market , in the face of Media Teks advancing step by step , adding Marvell , Spreadtrum and Union Core playing the role of chip price killer , practitioners expect one after another that in year 2015 , 4G mobile phone chip price defense line will continuously retreat and during the first half of this year , it will fall to $7-8 broken plate price .
Mobile phone supply chain practitioner said , in the short term Qualcomm would still stick to the high grade 4G mobile phone market . Media Tek and Maxwell would walk in the middle and low grade 4G mobile phone zone . As for Spreadtrum and Union Core , they will launch attach from low grade 4G mobile phone market . However, in 2015 , there will be changes in overall mobile phone competition situation , jointly to make the chip factory be immersed into a tangled war . The price war will become more intense . The Taiwan based IC design practitioner pointed out the average price of 4G mobile phone was afraid to fall back to the level of RMB 1000-1500 Yuan , which would make the boundary of low ,middle and high grade mobile phone increasingly blurred . To grab the clients order , the chip offer of chip suppliers for 4G mobile phone is afraid not to make the area difference clear , which will invisibly speed up the falling speed of the 4G mobile phone chip price .
In fact , from the point of view that in the second half of year 2014 , Qualcomm took the lead to launch the entry level 4G mobile phone chip price war . The latest competition strategy of the leader in chip market has gradually become not to yield a step mode , without making competitors have too much market growth space . Plus in 2015 , Spreadtrum and Union Core will fully participate in the war , the practitioner expected that Media Tek and Marvell would also follow, making efforts to press down the chip price , which would make the new army in 4G mobile phone chip market face the dilemma where there was a shortage of profit growth momentum .
IC design practitioners thought because each 4G mobile phone chip vendors took price war strategy , in the second half of year 2014 , 4G mobile phone chip solution broke $10 gateway . In 2015 , it again fell the defensive price lines one after another . In the first half of this year , it could fall below $7-8 broken plate price .
It is worth noting that 4G mobile phone chip market in mainland China has become the life elixir for the domestic and foreign chip suppliers . If compared with the market growth and price trend of the past 3G mobile phone chip and chip solution scheme , the practitioners expected one after another this wave of 4G mobile phone chip market competition in mainland China would be much worse . The falling speed of 4G mobile phone chip quoted price is double that 3G mobile phone chip .
Facing the situation where the investment amount of 4G mobile phone chip product line is huge , while the falling speed of chip price is quicker , in year 2014 , Broadcom announce that it had first faded out of mobile phone chip market . In 2015 , chip industry practitioners are likely to replay the exit drama . Besides , vertical and horizontal alliance actions may appear among mobile phone factories , which will make the global mobile phone chip market territory continue to present the unrest situation .
