5G Chip Depth Report: Huawei’s Ultra Qualcomm tops, the big five are killed.

Over the past decade, Chinese smartphone brands have taken 85% of the Chinese market. Over the next five years, thanks to manufacturing in China, the popularity of 5G and accumulated experience, Chinese smartphone brands will take a 10% share of the overseas market and a 42% share by 2024. China’s brand power will be the strongest voice in the smartphone industry of the future. In this issue of Smart Ginseng, we recommend a study by forward-looking research institutes that reveals the development of 5G chips, global and Chinese 5G market analysis, and the current situation of leading 5G chip manufacturers.

Source: Forward Research Institute.

Original title:

5G Chip Industry Research Report

Author: Noted.

First, 5G chip development overview.

NASA first proposed the 5G concept in 2008 and developed a global 5G project in 2014, driving demand for 5G chips. 5G chips have gone through the early stages of development prior to 2016, gradually advanced trials in 2016-2018, and became commercially available in 2019.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Analysis of the development history of the 5G chip industry.

Based on the fifth generation mobile communication technology, 5G chip is used to synthesize the upcoming baseband signal, or decode the received baseband signal, which is the core link of the upstream industrial chain of 5G development.

In recent years, national and local governments have frequently introduced policies and provided large-scale financial support, and in the consumer 5G consumer enthusiasm, multi-factors to promote the commercialization of 5G development, increasing the demand for 5G chip core products.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

The government is actively promoting the development of the 5G industry.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

The 5G Industry Fund provides financial support.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Consumers are embracing new 5G technologies.

By the end of 2020, the number of 5G base stations in China can reach 650,000, 5G users of about 200 million people, mobile phone shipments of more than 130 million units, 5G chip downstream applications in the development of increased demand for products.

At present, China’s high-end chips rely on imports, since 2018 China-U.S. trade friction continues to escalate, the United States by cutting off the supply of core areas of 5G chips, curb the development of China’s 5G industry, for the development of 5G chip localization sounded the alarm, to promote the process of chip localization.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

5G development drives high-frequency high-speed demand for chips.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Sino-US trade frictions promote the process of chip localization.

From the first mention of “5G” in the 2017 government work report to the move of 5G applications from the mobile Internet to the industrial Internet in 2019, to the commercial year, the importance of 5G in national policies has been increasing. 2020 is a key year for 5G development, and meetings of the Political Bureau of the CPC Central Committee, the Executive Meeting of the State Council, the Standing Committee of the Political Bureau of the CPC Central Committee and related documents have repeatedly stressed the importance and urgency of 5G infrastructure in stimulating new infrastructure and economic growth.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

China 5G Chip Development Related Policies Summary 1.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

China 5G Chip Development Related Policies Summary 2.

Since 2015, China has actively introduced policies to promote the development of 5G, ushered in a period of rapid development of 5G, 5G chip technology has received attention, 10 patent applications in 2017, 5G chip patent applications in 2019 up to 33. Mainly by the United States to China’s 5G chip and enterprise development trade sanctions, increased domestic enterprises on 5G chip research and development investment and attention. From the classification of patents, mainly to invention patent applications and utility model patents, accounting for 50% and 48%, respectively.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Statistics on patent applications for 5G chips in China from 2015 to 2020:

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

China 5G Chip Patent Category Structure Statistics: %

5G chip industry chain is divided into circuit design, chip manufacturing and packaging and testing three links, in the field of chip manufacturing and packaging, China’s competitive advantage is obvious.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Industry chain analysis of 5G chip industry.

Enterprises in the chip industry are divided into two modes, IDM mode and Fabless mode. The IDM mode production steps include all processes for chip design, production, packaging and inspection. The Fabless model is a chip design enterprise without a fine round factory, focusing on chip design research and development and sales, while the real product wafer manufacturing, packaging testing and other aspects of outsourcing to the foundry to complete. Only a few companies around the world, such as Intel and Samsung, can design, manufacture and seal all the programs independently.

Most of the chip companies represented by Huawei, Qualcomm and MediaTek (Taiwan) operate under the Fables model.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Chip industry classification.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

6 characteristics of the 5G industry.

Second, the global 5G chip market analysis.

In 2017, the global 5G mobile communication era is getting closer and closer, governments regard 5G construction and application development as an important national goal, and 5G telecom operators and equipment operators in all technology camps are on the rise. With the growing demand for mobile broadband services, the rise of the Internet of Things (IoT) and mobile-to-mobile connectivity, as well as the growing demand for high-speed Internet, the market for 5G chips with low latency and low power consumption is expanding. According to Statista, the global 5G chip market will be $1.03 billion in 2019. The market is expected to reach US$14.53 billion by 2025, with a compound annual growth rate of more than 55% in 2019-2025.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Global 5G Chip Market Size and Forecast 2019-2025 (US$1 billion)

4G era of mobile phone baseband chip market, the group of strong competition, the world’s 16 manufacturers fierce competition. Compared to the 4G era of mass scuffles, only the Modem manufacturers with strong research and development capabilities can get tickets for the 5G era. With Intel having announced its exit from its 5G mobile baseband chip business because it could not find a clear profitable route, there are only five 5G chip makers worldwide. The top five 5G chipmakers are Chinese mainland Huawei, UNISOC, MediaTek in Taiwan, and Qualcomm and Samsung.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

The oligopoly of 5G chipmakers is gradually forming.

The first 5G baseband chip to be introduced was from veteran giant Qualcomm. Qualcomm released the X50 5G baseband chip in October 2016. At that time, the global 5G standard has not been developed. In September 2019, Huawei launched the world’s first 5G SoC Kirin 990. This was followed by the launch of two 5G chips, the external SnapSnapdragon 865 and the integrated SnapDragon 765G at Qualcomm’s launch at the end of 2019, working closely with Xiaomi. The vivo X30/X30 Pro 5G is hand-held with Samsung with the Exynos 980 5G chip, opPO Reno 3 5G is hand-held with The Company 1000 5G chip. UNISOC Ivy 510 and Tiger T7520 are also on the rise. With the major 5G chip manufacturers have launched their latest 5G mobile phone SoC chip and 5G baseband chip, 5G chip war has become more intense.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

A dynamic overview of the release of the 5G chip.

5G baseband needs to support different 5G bands, and because 5G pursues higher data throughput, lower latency and greater network capacity, 5G baseband needs to take into account the extremely high download and upload speed, so 5G baseband/AP chip design is more difficult. In addition, 5G chips typically use advanced processes due to performance and power requirements. The main 5G chip platforms that have been released include Huawei’s Kirin 990, Kirin 985, Qualcomm SnapSnapdragon 865, MediaTek’s Dimensity 1000 series, and so on, most of which use the 7nm process.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

The main 5G chip parameters.

There are two very important chipsets in the phone, the Application Processor, the processor responsible for executing the operating system, user interface, and applications, and the Baseband Processor, the processor that runs the mobile phone’s RF communication control software.

BP integrates rf frequency chips and baseband chips to handle cell phone communication with external signals. Among them, rf chips are responsible for RF sending and receiving, frequency synthesis, power amplification, and baseband chips are responsible for signal processing and protocol processing. To reduce volume and power consumption, RF chips and baseband chips are typically integrated into a single chip, collectively known as baseband chips.

5G chips can be divided into three categories: AP chip (application processor), baseband chip, rf chip. One of the most difficult and most important is the baseband chip, 2G to 5G standards all the way up compatible, the need for more technology accumulation.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

5G chip classification.

Radio Frequency (RF, RadioFrequency) indicates an electromagnetic frequency that can radiate into space, ranging from 300kHz to 300GHz. Radio frequency is short for high frequency AC variable electromagnetic wave.

An RF chip is a chip capable of converting RF and digital signals, specifically power amplifiers (PA), low noise amplifiers (LNAs), filters, radio frequency switches (Switches), and antenna tuners (Tuner). Rf switches are used to achieve switching between RF signal reception and transmission, switching between different frequency bands, RF low noise amplifiers are used to amplify RF signals in the receiving channel, RF power amplifiers are used to amplify RF signals in transmission channels, RF filters are used to retain signals in a specific frequency band and filter out signals outside a specific frequency band, and dupleual amplifiers are used to isolate transmitted and received signals to ensure that reception and transmission work under a common antenna.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

The composition of the RF chip market in 2019 (in units: %)

According to Yole, the value of RF front-end devices for 5G products will reach US$5.14 billion by 2022, while the value of RF front-end devices for 2G, 3G, 4G and LTE will remain at the same level, and the overall value of RF front-end will steadily increase.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Annual output value and forecast of 4G and 5G RF front-end chips worldwide from 2017 to 2022 (US$ billion)

Baseband chip is the key to realize UE and PLMN networking, and it is an essential chip for the terminal to realize communication function. Baseband chips include baseband processors, receivers, power management chips, WNC, etc. At present, the mainstream baseband chip is mainly divided into Soc and external baseband two forms.

Soc (System on chip): is to integrate AP (application processor) and BP (baseband processor) in a die, AP and BP are ultra-large-scale logic chips, with similar hardware architecture, so can use the same process, do in a die, on the one hand increased integration, can reduce chip area, reduce power consumption, on the other hand with AP binding sales, improve chip value. At present, the mainstream Soc solution suppliers are mainly MTK, Huawei Heath, Samsung LSI, customers are mainly HOVM, Samsung.

External (Fusion) baseband: external baseband AP and BP independently packaged into the form of two chips, mainly Apple using self-research AP plus external baseband scheme, and Qualcomm second-generation 5G flagship platform 865 pages using external baseband scheme, mainly based on commercial considerations, in addition to X55 support mm wave band, size is larger than substation, integration is more difficult.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

The basic architecture of the baseband chip.

Most of the baseband chips currently used in mobile phones are Qualcomm X50, which supports the NSA’s networking approach, while the X55, which supports the NSA and SA networking methods, will be commercially available in 2020. Huawei’s Barron 5000 is only used for home-released 5G phones and supports the NSA and SA networking. Apple and Samsung are also actively promoting the development and commercialization of their own 5G baseband chips.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Global 5G baseband chip manufacturers product summary.

Smartphones are the main driver of baseband shipments, with 2.23 billion units shipped to the market in 2019. In terms of amount, the entire baseband market will reach $20.9 billion in 2019. Shipments of 5G baseband chips received significant attention in 2019, accounting for about 2% of total baseband shipments, or about 445 million tablets, due to high average selling prices, while gaining an 8% revenue share of about $1,672 million.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Global baseband market revenue size 2014-2019 (US$ billion)

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Market share of baseband access technology in 2019 (units: %)

Application Chip (AP, Application Processor) is the CPU of the application processor in a mobile phone. Operating systems, user interfaces, and applications are all executed on the Application Processor, and the AP typically uses the CPU of the ARM chip. At present, major manufacturers have released integrated baseband solutions for 5G mobile phone processors, it can be seen that the future application chip and baseband chip integration will be the mainstream direction of development.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Mainstream 5G mobile AP chip performance parameters.

The global smartphone application processor (AP) chip market will see revenues of $19.6 billion in 2019, down 3 percent from a year earlier, according to Strategy Analytics. The top five players in the global smartphone application processor (AP) market for 2019 are Qualcomm, Apple, Heath, Samsung LSI and Condig. Qualcomm to take first place with 36 per cent of revenue, followed by Apple with 24 per cent and Heath with 14 per cent.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Global mobile AP chip market revenue size 2015-2019 (US$ billion)

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Global mobile AP chip competition in 2019 (in units: %)

In the next few years, the growth momentum of the global 5G chip market is mainly as follows:

1, data creation and use needs: In the future, whether consumers or business enterprises, the number of data creation and use will continue to grow. Moving data-intensive users to 5G networks will improve the efficiency of network resource management, as well as improve performance and reliability. The increase in 5G network users will greatly increase the demand for 5G equipment and 5G chips.

2. More access device requirements: As the Internet of Things continues to evolve, the need to support millions of connection endpoints will become increasingly important. The dense advantage of 5G is the key for mobile network operators to provide network performance because of the exponential number of connections. The development of the Internet of Things industry can drive the upgrading of 5G chip technology and scale to a certain extent.

3, speed and real-time access requirements: 5G brings speed and latency will open the door to new applications and will add mobility to some existing applications. These applications will bring benefits and changes to enterprises such as artificial intelligence, edge computing, and cloud services.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

The growth driver of the global 5G chip market.

In terms of growth in the global 5G chip market over the next five years, Mordor Intelligence predicts that the Asia Pacific region will be the main driver of global market growth. The U.S. and Europe are currently leading the way in 5G chip development, after which market growth will decline. In Africa and South America, the 5G chip market will grow more slowly in the future due to economic, talent and infrastructure constraints.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Global 5G chip market sub-regional growth forecast for 2019-2025.

In 2019, global shipments of 5G handsets accounted for 0.9% of smartphone shipments, and Statista predicts that the market share of 5G handsets will continue to grow rapidly. By 2023, the market share will reach 51.4%, surpassing the market share of 4G handsets.

In the future, the number of connections to 5G devices will grow rapidly, giving 5G chips a huge demand market. IDC predicts that the number of connections to 5G devices will increase from 10 million in 2019 to 1.01 billion in 2023, with a compound annual growth rate of 217.2% in 2019-2023.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Global 5G mobile phone sales and forecasts for 2019-2023 (in millions)

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Number and forecast of global 5G device connections for 2019-2023 (in 100 million units)

Third, China’s 5G chip market analysis of the status quo.

Relying on the development characteristics of key factors in different life stages of the industry to make a comprehensive determination and analysis of the maturity of the industry, China’s 5G chip is currently in the middle of industry growth. Since 2015, 5G development policies have been introduced frequently, promoting the development of 5G base stations and downstream mobile phones and Internet vehicles and other applications. China-U.S. trade friction continues to escalate, forcing China’s 5G chip industry chain to extend upstream to enhance competitiveness. On June 6, 2019, 5G entered the commercial development stage, the development of new infrastructure 5G, accelerate the construction and improvement of infrastructure. 5G chip domestic attention to enhance the promotion of domestic investment in related areas, the number of enterprises to increase, to rapid growth, 5G chip technology breakthrough and commercial development will promote the industry to move rapidly into a high-speed growth stage.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

China’s 5G chip industry life cycle development stage.

At present, the development of 5G commercialization in China has led to an increase in demand for 5G chips, with the size of China’s 5G chips amounting to about US$209 million in 2019, accounting for about 20.09% of the global 5G chips. China is considered the largest market for 5G chips, with an initial forecast of $241 million in 2020.

From the domestic 5G chip on behalf of the development of enterprises, mainly to 7nm mass production and 6nm and 5nm as the representative of the smaller process of research and development.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Estimate of the size of China’s 5G chips 2019-2020 (US$ billion)

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

The latest developments in China’s 5G chip representative enterprises.

The development of 5G commercialization has stimulated the demand for the core components of 5G chip, which has gained great attention from capital while the technology is advancing rapidly. UNISOC, a representative company of 5G chips, and its equity project on May 10, 2020, will increase its capital by 5 billion yuan for core chip research and development in 5G, Internet of Things, artificial intelligence and other fields. At the beginning of 2020, other 5G chip companies to obtain financing focus, mainly concentrated in 5G RF chip modules and other fields.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

5G chip companies that have obtained financing.

According to Grand View Research, smartphone-based mobile electronics accounted for 56% of the 5G chip market in 2019, followed by 5G base station devices, which benefit from continued investment in 5G basic networking facilities, which now account for 18% of the market, the Internet of Things, which accounts for 14%, and car networking, which accounts for 6%.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

5G chip market share by downstream application area distribution structure in 2019 (in units: %)

Since August 2019, 5G mobile phone shipments have been on the rise overall, with the exception of February 2020, which was significantly affected by the new crown outbreak, according to the China Information and Communication Commission. In July 2020, 5G mobile phone shipments in the domestic market amounted to 1.3911 million, accounting for 62.4% of mobile phone shipments during the same period; From January to July 2020, the domestic market 5G mobile phone shipments of 77.508 million, a total of 119 new models listed, accounting for 44.2% and 46.5%, respectively.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Monthly trend of China’s 5G mobile phone shipments and proportion from 2019 to 2020 (in 10,000 units,%)

The top 10 5G mobile processors in the first half of 2020 are SnapSnapdragon 865 5G, Dimensity 1000 Plus, SnapDragon 855 Plus, Kirin 990 5G, SnapDragon 855, Kirin 990, Dimensity 1000L, Kirin 980, Kirin 985 5G, and Tianyu 820. Among them, SnapSnapdragon 865 5G is the only mobile platform to break the 400,000 mark, with a bottom score of 249,151 points.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Domestic Android mobile phone performance list for the first half of 2020.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

5G mobile phone chip application.

In the second quarter of 2020, Huawei’s Heath Kirin chips surpassed Qualcomm and Concord’s, with a market share of 54.8% in China’s 5G mobile phone chip sector, while Qualcomm and Concord’s market share in China’s 5G mobile phone chip market was 29.4% and 8.4%, respectively, according to IDC data. In China’s 5G chip market in 2019, Qualcomm is firmly in first place, with a market share of 41% and Huawei’s Heath share of only 14%.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

2020Q2 China smartphone market 5GSoC chip market competition pattern (units:%)

The smartphone market in the second half of 2020 will focus on ultra-high-end flagship models such as the Samsung Note20 Series, Xiaomi 10 Supreme Memorial Edition, Huawei Mate40 Series and iPhone 12 Series, but from a market perspective, shipments and market share will depend on lower-priced mid- and low-end models, while Qualcomm and Concord are ready to target 5G chips in the low- and middle-end markets, so competition in the second half of the year will remain fierce.

As Huawei’s restrictions have tightened and the chips it designs may not be remanded in the future, Heath’s market share should gradually decline in the future. Both Huawei and Glory have launched a number of mid-range models equipped with Condecco chips, and will also use Condable’s high-end chips in the future, so The share of Condecco’s chips is expected to reach new heights in 2021.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

The market share trend of 5G chips.

Looking ahead to the second half of 2020, on the one hand, with the launch of the flagship model in the second half of the year, 5G mobile phones ushered in a wave of change, 5G mobile phones are expected to start, on the other hand, the outbreak is not repeated, the worst point in smartphone sales has passed. According to the Ministry of Industry and Information Technology, China’s 5G mobile phone shipments will reach 180 million in 2020, and Canalys estimates that by 2023, China’s 5G mobile phone shipments will reach 263 million, accounting for 34.0% of the global shipment share.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

China’s 5G mobile phone shipment forecast for 2020-2023 (in 100 million units)

5G development, base station first. The site construction of 5G base station is the basis to ensure 5G commercial signal coverage, so the construction of 5G base station is the first step in the layout of 5G industry. According to the Ministry of Industry and Information Technology, by the end of 2019, more than 130,000 5G base stations had been built in China, and by the end of March 2020, 198,000 5G base stations had been built and opened nationwide. On June 6, 2020, at the “5G Licensing First Anniversary” online summit held by the Information and Communications Center of the Ministry of Industry and Information Technology, the Deputy Director general of the Information and Communications Administration of the Ministry of Industry and Information Technology said that more than 250,000 5G base stations had been built by basic telecommunications enterprises;

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

The cumulative construction of 5G base stations nationwide from 2019 to 2020 (units: 10,000 units)

Demand for 5G base station chips has increased significantly, driven by new 5G infrastructure. On the one hand, the number of 5G base station deployment is expected to reach 1.5 times that of 4G base stations, and the increase in the number of new base stations will lead to an increase in the demand for RF front-end chips, on the other hand, 5G communication uses key technologies such as carrier aggregation and large-scale multi-input multi-output, which brings about a multiplied increase in the demand for RF front-end chips. In terms of 5G chips required at the base station end, ZTE Microelectronics, Huawei, Intel, Hawick, etc. have achieved mass production due to lower volume and power requirements than 5G mobile phone chips and more market participants. Under the background of advocating independent innovation in the country, some manufacturers of GaN power amplifier chips in domestic 5G communication base stations are carrying out research and development. However, in the base station RF unit chip, China’s production rate is very low.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Summary of the layout of the leading enterprises of the 5G base station chip.

5G licence issued in June 2019, 2020-2023 will be the main investment period of 5G network, integrated 5G spectrum and corresponding coverage enhancement program, estimated that the number of domestic 5G acer base stations in the next decade is about 4G base station 1-1. 2 times, a total of about 5-6 million, according to the scale of 4G network construction, it is estimated that 2021-2023, the three major operators annual construction volume of about 800,000, 1.1 million, 850,000.

Micro-station, macro station site construction is more difficult and the market is more saturated, while 5G frequency higher theoretical coverage of more holes, so acerbies can not fully meet the needs of eMBB scenarios, the need for a large number of micro-stations on the local hot spot high-capacity areas to make up for blindness, according to CITIC Securities forecast the number of micro-stations up to 10 million levels.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Forecast of the number of new 5G base stations in China from 2020 to 2025 (in 10,000 units)

The Internet of Things (IoT) is shouldering the important historical mission of building digital China, and in December 2018, the Central Economic Work Conference also made it clear that it is necessary to play a key role in investment, increase technological transformation and equipment upgrading in manufacturing, accelerate the pace of 5G commercialization, and strengthen the construction of new infrastructure such as artificial intelligence, industrial Internet and Internet of Things. According to data from the Internet of Things Branch and MWC of the China Communications Industry Association, China’s Internet of Things industry grew rapidly in 2013-2019, from 489.65 billion yuan in 2013 to 1330 billion yuan in 2018, with a compound growth rate of 22.12%. Mass connection makes industrial Internet, smart city and so on have a large amount of intelligent hardware that can communicate between things and things. At present, in the field of Internet of Things, chip products are relatively low-end, 5G chip enterprises have not yet had a clear layout.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

2013-2022 China Internet of Things industry market size (in 100 million yuan, %)

The rapid promotion of 5G technology has led to the landing and popularization of car networking applications, the rapid penetration of the car networking industry, the industry is expanding in scale. China’s 5G technology is at the forefront of the world, in the 5G era, China’s car network development is expected to achieve corner oversized, at the same time, since 2017, the country has issued a series of policies to support the development of vehicle networking, china’s V2X market size of 20 billion U.S. dollars in 2019, china’s V2X market is expected to reach 50 billion U.S. dollars by 2022, the growth rate is higher than the global growth rate.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

2017-2022 China’s automotive networking industry market size and forecast (in US$ billion,)

Huawei, Datang Telecom and Qualcomm have all launched products for the 5G chips needed for connected vehicles. Ultra-reliable low delay characteristics enable industry areas such as car networking, which require very high real-time performance, to create stable and controllable operating platforms.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Summary of the layout of the leading enterprises of 5G automotive chips.

Fourth, 5G chip leading enterprise analysis.

Continuously expand the leadership of 5G modems and radio frequency systems (5G Modem-RF). Qualcomm has launched 5G products, including 5G baseband chips and 5G mobile platform two categories. In terms of 5G baseband chips, SnapDragon X50, X55 and X60 are already among the 5G mobile platforms, including SnapDragon865, SnapDragon 768G, SnapDragon 765G, SnapDragon 765, SnapDragon 690, and more.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Qualcomm 5G baseband chip.

The SnapDragon 8 Series is a flagship for consumers; the SnapDragon 7 Series will inherit some of the 8 Series features, giving consumers a part of the flagship experience, but at a better cost; and the 6 Series will be launched to meet the demand for 5G end products from more end users around the world. As a result, it will be lower in product positioning than the 7-series and 8-series.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Qualcomm 5G mobile platform.

Huawei’s 5G chips are mainly divided into terminal chips (Baron, Kirin series) and base station chips (Tianyu series). Baron, Kirin series is the mobile phone terminal baseband chip, has been a special chip for Huawei mobile phones. On January 24, 2019, Huawei launched the industry’s first base station core chip for 5G (Tianji chip) and 5G multimodal terminal chip (Baron 5000).

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Huawei 5G chip products.

On August 17, 2020, the U.S. Department of Commerce further tightened restrictions on Huawei’s access to U.S. technology and added 38 Huawei subsidiaries in 21 countries around the world to its “entity list.” Since Huawei was first added to the entity list in May 2019, the total number of Huawei subsidiaries and affiliates on the U.S. “entity list” has reached 152 and is likely to continue to grow in the future. Recently, Huawei’s “Tashan Plan” came to light, Huawei will unite dozens of domestic semiconductor companies to accelerate domestic chip manufacturing technology, the end of the year will build a 45nm chip production line without U.S. technology, while also exploring cooperation to establish 28nm of independent technology chip production line.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Summary of U.S. Blocking Huawei Incidents.

The Department of Development is starting to move towards high-end chips. After the Dimensity 1000 Plus, a mid-range chip, the Sky 720, was released. With the tian-day 720 coming on the market, the day-to-day 600 (or tian-day 700) is also called out, MTK completed from the high-end Dimensity 1000 plus, mid-range day 800 and day-to-day 820, as well as entry-level products day-to-day 600 (or day-to-day 700) and tian-day 720 full range of layout. In fact, the introduction of the Tianye 700 series, not only means that 5G mobile phones are expected to fall below a thousand yuan, into the entry-level market, but also means that in 5G SOC, MTK has the opportunity to work with Qualcomm wrists.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Concord 5G chip products.

Samsung’s Orion chip also has a 5G baseband that supports the NSA and SA dual-mode 5G, and although Samsung phones with Orion processors did not enter the Chinese market, Samsung chose to supply its own chips to vivo, so it also accounted for 7.4% of the market share in China’s 5G market.

Earlier His letter released a 5G mobile phone F50, the machine is equipped with UNISOC Tiger T7510 chip, according to media reports, UNISOC Tiger T7520 processor will be mass produced during the year, will become the first TSMC 6nm EUV process to build products, but its end product will not come out until 2021.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

Samsung 5G chip products.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

UNISOC5G chip products.

V. 5G chip trend prospects and recommendations analysis.

Localization and self-control: After Huawei was sanctioned, Huawei quickly adjusted its supply chain strategy, most U.S. suppliers were excluded from the list, while vigorously supporting domestic suppliers, giving full opportunities to grow;

Mobile phone chip manufacturers layout RF front end: mobile phone chip manufacturers layout RF front end of the biggest advantage is to be able to bundle with other chips, can provide from AP to baseband, power management, RF front-end complete mobile phone chip solutions for mobile phone chip makers, will greatly improve their industry voice.

In terms of 5G chip processing, the mainstream chip 5nm process will be mass produced in 2020 and will continue to develop to 3nm/2nm nodes in the future.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

The development trend of 5G chip in China.

According to Grand View Research, China’s 5G chip market will grow from $241 million in 2020 to $7.509 billion in 2027, with a compound annual growth rate of 63.4%, thanks largely to the popularity of 5G smartphones and the massive construction of 5G base stations.

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

China’s 5G chip market size forecast for 2020-2027 (US$ billion)

5G Chip Depth Report: Huawei's Ultra Qualcomm tops, the big five are killed.

China’s 5G chip industry development proposals.

Wise things think that in 5G mobile phones, 5G chip is naturally an essential part. The top five 5G chip manufacturers are Huawei, UNISOC, Concord, Qualcomm and Samsung. As can be seen, in the 5G era, the existence of Chinese chip manufacturers is unprecedented, and China is the largest market for 5G chips, which is also a great opportunity for domestic chip manufacturers to emerge. As global 5G chip makers increasingly focus on head companies, Chinese manufacturers are bound to take advantage of the rise of 5G.