Qualcomm has transferred the production of 28nm mobile phone chips to SMIC, and has now begun mass shipments, which is significantly ahead of market expectations.
On February 28, Derek Aberle, executive vice president and group president of Qualcomm, said that Qualcomm has transferred the production of 28nm mobile phone chips to SMIC. It has now begun mass shipments, which is significantly ahead of market expectations.
Qualcomm's move is the result of the simultaneous action of the three forces of the market, customers and government.
1) In 2014, mainland China's smartphone shipments are expected to exceed 400 million units, accounting for more than 30% of the world's total, and has become the world's largest mobile phone chip market; 2) The global share of Chinese mobile phone manufacturers represented by Huawei and Lenovo is approaching 40% became a veritable major customer; 3) The National Development and Reform Commission has launched an antitrust investigation against Qualcomm. If the settlement cannot be settled, Qualcomm's global market share may decline rapidly, threatening its long-term development.
Chip localization is accelerating.
Although SMIC's short-term performance is still under pressure, the future product structure and profitability will increase; previously SMIC has announced 28nm mass production on January 26, and announced on February 9 the cooperation with ARM in Artisan 28nm IP core; Chinese chip manufacturing The gap with the international market has been shortened to 12-18 months (previously 18-24 months). The introduction of Qualcomm's 28nm is expected to strengthen the confidence of other international customers in SMIC's 28nm process.
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High Voltage SWA Armored Cable, also known as Steel Wire Armored Cable, is a type of Power Cable used for transmitting electrical power at high voltage levels. It is designed to withstand high voltage levels and provide protection against mechanical damage, moisture, and other external factors.
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