Huawei’s Kirin chip has fallen rapidly to 5%, but Qualcomm is not the big winner behind it?

HUAWEI Kirin is a new-generation flagship chip released by Huawei on September 6, 2019 in Berlin and Beijing, Germany. Huawei Kirin played the role of a “dark horse” in the 3G chip war. The history of Huawei Kirin chips is not short. It was established in 2004 mainly to make some industry-specific chips, mainly supporting network and video applications, and has not entered the smartphone market. In 2009, Huawei launched a smartphone to test the water with the K3 processor, which is also the first smartphone processor in China.

The Kirin chip is really known for the Huawei D1, the first quad-core mobile phone released by Huawei. It uses the HiSilicon K3V2 to become one of the top smartphone processors in one fell swoop, surprising the industry. K3V2 was known as the world’s smallest quad-core A9 architecture processor at that time, and its performance was comparable to that of mainstream processors at that time, such as Samsung Orion Exynos4412. This chip had some problems of heat generation and GPU compatibility, but it was still a successful chip, representing the Huawei has made technological breakthroughs in the mobile phone chip market.

As long as domestic chips are mentioned, well-known domestic chip companies such as Huawei HiSilicon, UNISOC, SMIC, and Shanghai Microelectronics have also become one of the most popular companies at present. Among them, Huawei HiSilicon is also the current domestic R&D strength. One of the strongest companies has become the only company in China that has developed 5nm process chips. In the high-end flagship mobile phone chip market, the only domestic chip company that can compete with giants such as Samsung, Qualcomm, and Apple, especially in 5GSOC In the field, facing Samsung, Apple, Qualcomm and other chip giants, they can achieve technological leadership. It can be said that Huawei HiSilicon chips will indeed be worthy of our admiration.

But we look back on the research and development process of Huawei Kirin chips. In the 3G era in 2021, Huawei HiSilicon launched the first-generation HiSilicon K3 mobile phone chip, and it is also the first CPU in mainland China to pass the Microsoft LTK test, so Huawei also hopes It can become the best chip platform solution for mobile phone manufacturers through the advantages of high cost performance, low investment; low power consumption and high integration; but in the end, because the HiSilicon K3 chip does not perform well in terms of power consumption and heat generation, Even the subsequent launch of HiSilicon K3V2, K3V3 and other chips are difficult to satisfy Huawei’s own internal employees and consumers, so the mobile phone chips developed by Huawei HiSilicon once became a “hot potato”;

Recently, Counterpoint, a professional market research organization, released relevant data on global smartphone chips (APs) in the first quarter of 2020.

Among them, the sigh is the Huawei Kirin chip. The current market share has dropped to 5%. Compared with the 12% share in the first quarter of 2020, it has dropped by nearly 60%. As for the reason, everyone knows it, no need Much explained.

The data for the first quarter of 2020, the outer circle is the data for the first quarter of 2021. Huawei has fallen from 12% to 5% now.

Huawei’s Kirin chip has fallen rapidly to 5%, but Qualcomm is not the big winner behind it?

The big winner is MediaTek, which has increased its share from 24% to 35%, beating Qualcomm to become the world’s number one. Qualcomm fell from 31% to 29%, ranking second, followed by Apple, which rose from 14% to 17%, ranking third, followed by Samsung, Huawei, and Zhanrui.

It can also be seen from the data that after the decline of Huawei Kirin chips, it was MediaTek and Apple that really took over the Huawei chip market. These two are big winners. . As for why Samsung’s share has also declined, it is not because Samsung is not making good profits. In fact, Samsung’s mobile phone sales are increasing, but because Samsung is increasingly using Qualcomm’s chips, its chip share has also declined.

As we all know, under the continuous suppression from the West, Huawei is facing enormous pressure, so it has to sell Glory. Completely separated from Huawei’s Honor mobile phone, although some new phones have been released this year, but they are not popular. In the upcoming Honor 50 series, the previous models are equipped with MediaTek processors, including Honor V40, V40 light luxury version , Play5 series, plus the price is still a bit high, it is frequently complained by netizens that the price is high and the price is low.

Indeed, everyone prefers Honor mobile phones equipped with Kirin chips. For example, in the current hot e-commerce 618 event, Honor released a 5G mobile phone with Kirin processor last year. However, compared with the mobile phones equipped with MediaTek chips released by itself this year, sales are also more popular. This phone is the Honor X10. The Honor X10 after a year has surpassed the Apple iPhone 12 in single product sales in the past few days.

After Huawei officially released Hongmeng OS, it attracted global attention.

After the release of Huawei Hongmeng OS, an upgrade plan for Hongmeng OS was formulated, known as the Hundred Machines Plan. It is not difficult to see from the upgrade plan of Huawei Hongmeng OS that all Huawei mobile phones or Honor mobile phones in the upgrade plan are mobile phones equipped with Kirin processors.

Huawei’s Kirin chips can no longer be produced due to production capacity constraints, so Huawei is facing a shortage of Kirin chips, and Huawei’s mobile phones are also sold one less.

Due to the suppression of Huawei chips by the United States, Huawei’s Kirin chips cannot be mass-produced, which has led to the situation that Huawei mobile phones and Honor mobile phones with Kirin chips as an important selling point have no “core” available.

Although Huawei stockpiled about 8 million Kirin chips before the U.S. ban, this stockpile is only a drop in the bucket for Huawei and Honor phones that consume hundreds of millions of chips every year. Coupled with the patriotic wave triggered by the core ban, and the popularity of Huawei’s MATE40 series of mobile phones, the production of mobile phones is seriously in short supply. In order to ensure the sales of Huawei-branded mobile phones, chips can only be given priority to Huawei mobile phones, so Honor mobile phones have no chips.

There are two ways to solve this dilemma: 1. The U.S. lifts sanctions and TSMC obtains permission to resume production of Kirin chips; 2. Other chip manufacturers, such as Qualcomm, MediaTek, etc., obtain licenses to supply Huawei.

Among these two methods, it seems unlikely that TSMC will resume production, which means that the United States will slap itself in the face; the second method is the most likely method to save Huawei’s mobile phone business.

In the recent Hongmeng 2.0 conference of Huawei, a tablet equipped with the Snapdragon 870 processor was launched, which basically officially announced the fact that Huawei and Qualcomm cooperated.

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