Samsung OEM processor Qualcomm 5G exit soc，MediaTek will help stabilize the market

   Currently the country is actively deploying5G network，Encourage mobile phone manufacturers to accelerate the launch of 5G mobile devices，Market news，Mobile processor giant Qualcomm handed over to South Korea's Samsung OEM mid-range 5G processor Snapdragon news that SDM7250 caused commotion due to production problems，Completely scrapped。

   For such market rumors，According to the informed person，Something like this did happen。In addition，This problem not only occurs when Qualcomm has been working on Samsung7On the nm process Snapdragon SDM7250 processor。Samsung’s own processors also have this situation。Although this situation eventually leads to product scrap。but，Initial inventory has little impact on the 5G mobile phone demand market。

  According to people familiar with the matter，Qualcomm5The G processor is currently the most important customer product for Samsung's 7nm node，So Samsung must solve this problem to increase production。Qualcomm's 5G processor is expected to be available in the first quarter of 2020，Samsung still had remedies。electronicComponent distributorwww.lantsuen.com even though the output was very low，It is estimated that a small amount of shipment can be achieved，And will not cause the problem of completely undeliverable。

   In addition，MediaTek also has5G processor products，Various mobile phone manufacturers' demand for 5G mobile phones is still in limited planning，So it will not cause panic in market demand，Or let mobile phone operators adopt 5GSoCLost confidence。

   The fab is improving the manufacturing process，It is not the first case that there are production problems in the development of new products that lead to scrap，While in5G mobile phone demand market，Even at the peak，Some phones will still be available。Processor plus 5G baseband chip combination，Not all models use 5GMCUprocessor，Consumers will not affect the acceptance of 5G。Although mid-range5The purpose of the G processor is indeed to expand the penetration rate of 5G mobile phones by reducing costs。but，There is not a single supplier in the market，MediaTek is available。The mobile phone department can also choose Huawei HiSilicon chip。Samsung’s problem is just the possibility of changing the proportion of market competitors。but，For Xiaomi, which has long cooperated with Qualcomm，Important customers such as OPPO and VIVO，If the problem of SDM7250 is not resolved as soon as possible，May affect the layout of China's first-line 5G mobile phone industry。

   As for the incident，Will the relationship between Samsung and Qualcomm's foundries change? Insiders also revealed，Samsung's current7Nano process capability is not as much as TSMC。If the product is reduced due to yield issues，Will affect Samsung's share of 7nm process demand，And may slightly affect customers' confidence in adopting Samsung's 7nm process。

        therefore，Under this premise，It is possible to get more profits from TSMC。however，Fabs have output problems when developing new products，This is not the first case。Samsung's ability to solve production is also obvious。It remains to be seen whether there are persistent problems with follow-up actions。

   At last，As Qualcomm’sSnapdragon SDM7250 processor retired，Market participants may be good news for competitors。especially，MediaTek publicly stated that it is investing in the development of two 5G single-chip processors。The delivery time is also planned between the first quarter of 2020 and the first half of 2020，One of the mid-range products is positioned at Qualcomm SDM7250。Compete in the same market。

   therefore，Once Samsung's yield problem causes the supply of Qualcomm SDM7250 to decrease or delay，It may indeed make Qualcomm SDM7250, which has already occupied a leading position in the market, lose some advantages，And it has the opportunity to increase MediaTek’s market sharing 。In addition，In the Hisilicon section，No HP plans for mid-to-high-end 5G single-chip processors，The HiSilicon chip is mainly based on the supply of its own products。See if Huawei's mobile phone positioning strategy will benefit? Has little effect。