As a global third-largest mobile SOC supplier that is second only to Qualcomm and MTK, the status of the violet exhibition in the field of mobile phone chips is unquestionable. Especially in the last two years, under the leadership of New CEO Chuqing, the video of the mobile phone chip in the quality, performance and even future planning are more qualitatively. The company also hopes to follow this opportunity to further enhance your status in the entire mobile phone chip market. But the above is just the hoss of the iceberg in the proportion of the propulsion.
According to the report of our year, based on the thinking of the company's future development, Ziguang shows a new adjustment to the company's product line. In addition to continuing to deep tillage consumer electronics market represented by mobile phone chips, the company also extends the chip inner torque to industrial electronics and pan-connected areas. Especially in pan-connection, because in recent years, it will become the most important part of the future product portfolio in recent years.
Three major product layouts of Ziguang Exhibition
Wi-Fi caught in 5G, Extended full speed
In recent years, because 5G arrived, there is a lot of different views on Wi-Fi future discussions. Some radicals even think that --5G speed is fast enough, we no longer need Wi-Fi. In response to this point of view, Vice President of Virgin, Executive Vice President, and Wang Zhu, an expert in the floating field, told the semiconductor industry to observe reporters: "5G and Wi-Fi can not replace each other, they will symbiot."
In order to confirm this view, Wang Zhen first emphasized from the layout of Wi-Fi from the layout of world-renowned wireless giants to high-quality and MTK.
From his introduction, it was very important to acquire Atheros and CSRs in 2011 and $ 2.4 billion in 2011 and $ 2.4 billion in 2015. It is also very important to win Ralink in 2015 in 2015. The starting point is to optimize the growth space of Wi-Fi. In recent years, Cypress acquired Bo Tong IoT business has also occurred, and then by Bailing, Anni Mei will lead the leading high-speed wireless communication solution supplier quaNtenna to returns a central, NXP board Marvell wireless business. Pile and purchase cases. In Wang Zhen, the reason why Yingfine, Anni Mei and NXP is willing to spend so much money to pick up these businesses, because they look at the potential of non-mobile Wi-Fi chip markets.
"Data statistics show that the proportion of Data transfer in 2G era Wi-Fi is only 20%, and the 3G era is approximately 30%, and the 4G era is 40%, and the data transmitted by Wi-Fi through Wi-Fi is 70%." Wang Zhen told the semiconductor industry to observe reporters. "In the process of 5G evolution, the speed is improved, the usage rate of Wi-Fi is getting higher and higher, and this phenomenon is not a major relationship with these network systems," and Wang Zhen added.
As a manufacturer of in-depth research in Wi-Fi, violasses are also actively invested in this industrial arms of Wi-Fi. Recently, Ziku exhibition has released its third-generation Wi-Fi 5 (11ac) wireless connection solution - Chunvil 5623. As the world's first Wi-Fi / BT Combo connectivity chip. Chunvil 5623 has high integrated, low-power, high-performance system single-chip that supports IEEE 802.11ac 2x2 Wi-Fi 5, MU-MIMO, and Bluetooth 5.1. A more advanced process technology is used, the Wi-Fi throughput of the chip has increased by 20%, and the power consumption is reduced by 10%.
In the future, Wi-Fi 6, the exhibition is also tightening the layout.
Fiery TWS headset Bluetooth chip, showing new ideas
Before talking about the TWS headset Bluetooth chip, we must first explain that there are a lot of application scenarios in Bluetooth chips (including Ble), and violas have been layout in multiple markets. And now the TWS headset Bluetooth chip is an important branch under Bluetooth audio application. This is also a product form led by Apple AirPods.
According to the latest data of the COUNTERPOINT of well-known analysts, the third quarter of 2019, the global wireless Bluetooth headset has reached 33 million ($ 41 million), an increase of 22% year-on-year. It is expected that the year's sales will be as high as 120 million. Zhizheng Consulting also expects that the global TWS headset will usher in the high-speed growth next year, and the compound growth rate in 2018 to 2020 will also reach an amazing 51.9%. In these large TWS Bluetooth headphones, Apple AirPods leads the market in huge shipments, which is mainly due to their perfect product experience.
According to Wang Zhai, a problem with this new Bluetooth headset face is a mobile phone transmit terminal, the synchronization and delay of the two headphone receiving ends. The H1 chip used by the Apple AirPods series has gained a perfect experience through a smartly "monitor" program. The "forwarding" schemes used by many other chip vendors are used by the "forwarding" scheme for different degrees of delay.
"In recent months, under the efforts of R & D personnel, many manufacturers including Exhengu have launched a TWS headset chip with an autonomous patent, which can get a similar effect similar to Apple H1 chip 'monitor' similar effect. The customer's recognition was obtained in the market. ", Wang Zhen said. From his introduction, we know that the exhibition is the network mode, which is a virtual network, a self-assembled model. Under this design, developers do not need to modify their mobile phones, they can get good results.
It is reported that in order to solve the standard problem, sound quality problem and compatibility of TWS Bluetooth headset, the BLE AUDIO standard will be launched in the first quarter, which will be worthy of attention. Wang Zhu said that "new BLE Audio will let the entire ecology work together to create a better experience, and as a supplier of mobile phone, Excellence will play an important role in the middle," Wang Zha said.
Wang Zhu said that future TWS headset Bluetooth chip markets may change, and may even just like the world of mobile SOC suppliers such as exhibition. According to his point of view, the Cost of the Bluetooth TWS headset chip is not worth mentioning with the main control of the mobile phone. It is more important that mobile phone manufacturers don't know how to do the headphones manufacturers, and this is exported to provide comprehensive products like The manufacturer of line solutions is good at.
The front end of the RF is concerned, after the exhibition
The past industrial chain division, the manufacturer of radiofrequency manufacturers and the manufacturer of mobile phone SOC is separate. Their sentiments provide a perfect program for mobile phone manufacturers. However, as the mobile SOC manufacturer competition has become more and more fierce, 5G brings RF complexity, Qualcomm and Liaotai Budget are large and enter the radio front end market. The two sides have also been tangled in this market through some acquisitions. As a corporate from a rebatula, the purple light exhibits the advantages of other manufacturers in this regard.
Wang Zhen told the semiconductor industry to observe reporters, RDA is the first large radiofrequency company in China, inheriting its technology and talent's violet exhibition in 2G, 3G and 4G including PA, filter, LNA, and switch radio front end There is a good performance in the market. Especially in the 2G and 3G market, many manufacturers have unacceptable advantages.
From the data provided, we can see that in the 2G RF market, we have 60% of the share, in the 3G market, the company also has 49% market, but to the 4G market, as shown above, the exhibition RF front end The share has fallen sharply. There will be such a result, according to the saying of Wang Zha, this is related to 4G to the radio front end. This is a market that IDM companies can deal with, so they have been monopolized by the International Factory. In the 5G era, the radio front end will be more complicated, and the violet is a huge opportunity.
"In the mobile phone SOC market, in addition to Qualcomm and MTK, it will turn to the exhibition, but in the radio field, there is no Chinese manufacturer in the front ten manufacturers. Considering the current situation, this is a market that must be done, A market with huge alternative space, the violet exhibition is in the top of more exploration "," Wang Zhen said.
"Based on our understanding of 5G and its own design capabilities, we expect to survey to become China's skyworks," Wang Zhai said.
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