0 items USD 0.00Qualcomm Rides on 5G Wave
The year 2020 has been proved depressing for the smartphone market in terms of total shipments, while, on the other hand, the largest smartphone application processor manufacturer Qualcomm gave a robust sales forecast for the second quarter.
Smartphone manufacturers have attributed the decline in shipments mainly to the novel coronavirus outbreak, which has disrupted the supply chain of the industry. Recovery from COVID in the third and fourth quarters is expected, as the market is pinning hope on global launches of 5G smartphones. 听Many 4G flagship application processor (AP) manufacturers have started making changes in their strategy and focusing more on 5G technology, but 4G will continue to perform well in mid-range and low-end phones for some time.
Financial Performance of Qualcomm amid Pandemic
Qualcomm, whose chips are the core component in smartphones, aims for high profits as key markets prepare to build 5G networks after the coronavirus situation subsides. The company expects USD 5.5 billion to USD 6.3 billion in the period ending in September 2020. In the FY-2020 third quarter, Qualcomm reported adjusted revenue, which was changed a little from a year earlier at USD 4.89 billion.
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Qualcomm is a market leader in the mobile chip industry as its major chunk of revenue comes from licensing patents that cover the core principles of smartphone systems. The company charges a certain percentage of the selling price of each handset payable by mobile handset manufacturers, regardless of the chips they use.听
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Qualcomm captured over 50 percent share in 5G smartphones in 2019. A recent believes that Qualcomm鈥檚 new Snapdragon 865 and 765/G processors will further expand its 5G share and volume in 2020.
Mobile Phone Application Processor 麻豆原创 Leaders
If we go by on the basis of one to one comparison, the Snapdragon SoC's is more popular among gamers/high-end users than Kirin SoC's. The primary reason for higher acceptance is GPU. The Qualcomm's Snapdragon has more number of GFlops and has听better processing capacity thereby making heavy tasks and intensive gaming smooth on those devices.
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It has been reported that Taiwan Semiconductor Manufacturing Company (TSMC) has started the production of Qualcomm Snapdragon 875 processors. If this news is true then it will take the Smartphone market by storm in 2021.听Snapdragon 875 will be built on 5-nanometer manufacturing technology. Compared to the current 7nm Snapdragon 865 chips.
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There are a number of phones which are running on Qualcomm庐 Snapdragon鈩� 5G Mobile Platform such as Samsung Galaxy S20/S20+, S10, Note 10+, A90, LG V50 ThinQ, Xiaomi Mi Mix3, ZTE Axon 10 Pro, OPPO Reno and OnePlus 7.
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TSMC also Apple鈥檚 exclusive chip manufacturing supplier, and looks after the production of the next-generation A13 chip, are embedded in iPhone 11 and iPhone 11 Pro. It has been speculated that Apple will launch its first 5G enabled phone in collaboration with听Qualcomm in the near future.
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Huawei (HiSilicon) has reported that the production of its most advanced smartphone chips would stop in September due to U.S. sanctions. TSMC was the sole manufacturer of Kirin 9000 chips using U.S. equipment, has stopped taking orders from Huawei since May under the pressure of U.S. Under the existential threat in smartphone processor segment, the Huawei has moved to plan b and started mass production of Kirin 710A chipset based on the 14nm process, from TSMC to China-based SMIC. This makes the flagship Kirin chip 100% made in China. However, when the world is moving from 7nm to 5nm, Huwaei has to settle with 14nm chips until听it gets the infrastructural capacity to produce its own 5 nm.
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On the other side, Samsung failed to make a mark in the mobile chip arena with its Exynos 990 as the weak chip could not deliver expected performance and power consumption.
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About The Author
Sudeep Chakravarty
