The shortage of 5g chips from Qualcomm will be transferred to Xiaomi oppo and other mobile phone manufacturers

Since the second half of 2020, the global wafer generation capacity has been in short supply, and the whole chip supply chain system is short of market supply. In recent years, Qualcomm has been limited by tight wafer generation capacity and the impact of the shutdown of Samsung Texas Austin wafer factory, and its 5g mobile chip supply has been blocked and the delivery period is extended to more than 30 weeks.

Due to the lack of high-throughput mobile chips, a large number of mobile phone manufacturers such as millet, oppo and other mobile phone manufacturers have turned to the United Development Department. The proportion of high pass chips used in the industry has been reduced from 80 to 55, and a large number of them are transferred to the United Development Department. If the information is true, the mobile phone inventory of Xiaomi carrying Xiaolong 888 will be greatly reduced, and the number of models adopted by the United Development Department will gradually increase.

The shortage of 5g chips from Qualcomm will be transferred to Xiaomi oppo and other mobile phone manufacturers

As we all know, millet and oppo are well-known domestic mobile phone giants. Both in domestic market and global market, sales volume is considerable. In the third quarter of 2020, with the help of domestic mobile phone manufacturers, unidroid has taken the share of global smartphone chip market 31, beating Qualcomm for the first time to become the leader in the global mobile chip industry.

Now, Qualcomm is facing chip crisis. Manufacturers such as millet and oppo are transferred to the arms of joint development technology, which will undoubtedly promote the growth of the delivery of the chips and become the “biggest winner” in the chip crisis.

It is worth noting that, in the face of chip shortage, cristianoamon, the incoming CEO of Qualcomm, once told the media that the current demand for chips for technology products is large, which has caused great pressure on the semiconductor industry, which leads to the shortage of supply chain.

Luweibing, vice president and general manager of Hongmi brand, said on Weibo recently that chips are out of stock this year, not missing, but extremely short. Qualcomm main chips and other related technology products are out of stock, including power and RF components.

In addition, Liu Bo, vice president of oppo and President of China, also mentioned in the interview that the gross profit of the supply chain of consumer electronic chips is not better than that of automotive and industrial control chips. The price competition of consumer electronics has brought about the problem of supply chain. Liu Bo believes that the gross margin investment will decrease, coupled with the increase in demand for automobiles and IOT, so the supply chain of mobile phone chips will still be quite tight in the next two or three years.

As we all know, in the past two years, under the leadership of 5g, automotive electronics, Internet of things applications and other requirements, the demand for power management IC, MOSFET, panel driven IC, sensor and other products has rapidly increased. Taking power management chip as an example, there are only one PMIC for a 4G mobile phone, but there are 3 5g phones, which is equal to a double of demand.

It is reported that PMIC is mainly produced in 8-inch wafer factory, and the most cost-effective production of the above-mentioned cell phone chips is also 6 “and 8” wafer substitute, but the expansion of 6 “and 8-inch wafer replacement capacity is relatively difficult. According to the data reported by semii, the number of 8-inch production lines in the world in 2016 was 188, and by the end of 2020, the number of 8-inch production lines increased to 191.

Due to the tight capacity of 8-inch wafer, some power management IC production has been transferred from 8-inch wafer plant to 12 inch plant at present. However, the conversion time and yield problems can not be solved quickly in the short term.