Mobile chip hardware and software integration industry chain hidden new machine reconstruction

Capacity "on the mobile phone in the future will be more and more strong, the future of the complexity of the general mobile phone may be equivalent to the previous so-called smart mobile phone." December 5th, a just completed in 2005 the world's embedded chip giant ARM technology company in China, the annual mobile phone development engineers, issued such a feeling. At the annual meeting of the technology, people see the frequency up to 1GHz mobile phone chips, and mobile phone chip design is also showing signs of upgrading.

Insiders pointed out that the upgrading of chip microprocessors, not only will promote the development of mobile terminals, more importantly, with the upgrading of the technical threshold, will make the phone industry chain links to build and division of labor.

Hardware and software vendors to integrate Avenue

With the upgrading of chips, chip based product development threshold will be greatly improved." Norson Telecom consulting analyst Qiu Yuling said, "this will force many mobile phone manufacturers including domestic mobile phone and some second tier international mobile phone manufacturers had to seek more complete product solutions, and promote the integration of mobile phone software and hardware upstream supply chain."

It is understood that the majority of terminal manufacturers to develop an ordinary mobile phone cycle is mostly 3 to 6 months, while the development of a smart phone will take up to 1 years. But now the mobile phone market the product life cycles are getting shorter, in months or even weeks in the market before the law, this contradiction will lead to mobile phone terminal manufacturers of hardware and software procurement demand patterns to produce fundamental change. The change in the demand model of mobile terminal manufacturers, will directly lead to the upstream software and hardware vendors bundled and integrated.

From Taiwan MTK company, now the bright younger generation in the chip market scenery infinite, within two years of their shipments reached more than 20 million, caused a great disturbance in the chip market, and MTK is the secret of success is precisely one of the MTK are not only selling chips, but also includes the software platform and the third party application software including a complete solution, thus mobile phone manufacturers can help form the listed products in a very short period of time in the purchase of MTK chip. For this reason, although the maturity of MTK products and TI and other veteran manufacturers, there are still many gaps, but it can be popular.

It can be predicted that the upgrading of the chip as well as the future of China 3G launched, may be the opportunity to reshuffle the chip field. The success of MTK proved that the demand model of terminal manufacturers is changing, regardless of the old and new chip manufacturers will not be indifferent.

The Chinese dream of integration"

Qiu Yuling predicted: the consolidation of mobile phone hardware and software suppliers will enable the enterprise to have the opportunity to truly China upstream industry.

"The previous mentioned mobile phone software core technology, we often focus only on the OS (operating system), but in fact the software platform in the world, especially the development of communication industry in the future 3G era status is significantly improved." Bo science and technology CEO Tian Yuan said. Japan NTTDoCoMo international network development minister string together Yan said: "from the actual situation of Japan 3G operators, terminal application software platform development caused by the weak, has become a new test of 3G mobile phone must face."

"EE" editor in chief Zhang Yubo from another point of view this question: "platform and standardization and to the portable electronic products, automotive electronics and other fields become the development trend of embedded software."

It can be predicted that in the future the market terminal manufacturers in order to meet the needs of different consumers, may also have a variety of operating systems, based on a variety of chip product development capabilities. But the software platform is not the same, it is the product developers and chip design and other suppliers to communicate the bridge, once the formation of the habit will not easily change.

More critical is that China is the world's largest mobile phone production base, because of this, "although the enterprise software platform from Chinese in technology, the scale may temporarily not mature foreign enterprises, but in the service of more than foreign enterprises, which is expected to become a chip manufacturers preferred." Chou yi. Therefore, although on the surface looks, two international manufacturers combination has advantages in technology will be richly endowed by nature, but the combination of foreign chip manufacturers + China software platform provider "will have" complementary advantages of technology and service ", which is more advantage is self-evident.

Beyond the dream

So it seems that in the impact of the integration of the industry chain reconstruction tide, China from the world's communications industry has been close to the upstream. The remaining question is who will become the protagonist of the prophecy? However, when we try to find the prophecy of the protagonist, but had to face the situation of China software platform of enterprise: scanty once regarded as the three major domestic manufacturers of mobile phone software platform in the soft shift to Paml, headquartered in Zurich Coretek systems incorporated to Esmertec, Bo science and technology become a There remained but a single one.

In addition to the three "major" professional manufacturers, the industry is no longer the name loud mobile phone software enterprises. But industry insiders believe that the mobile phone terminal manufacturers have a certain development ability will set up an independent R & D department stripped company will have great power: mobile phone manufacturers especially domestic mobile phone manufacturers in the development of heavy burden, the R & D department