Samsung is the second largest customer of Qualcomm in the world. In the past, some mobile phones sold in Samsung's local market will use home-made chip Exynos, while in foreign markets such as the United States and China, Qualcomm will use chips produced by Qualcomm, because its compatibility with LTE demodulators used by 4G operators in the United States and China is more perfect.
Recently, sammobile, Samsung's "semi official" website, announced that Samsung and Qualcomm have started the research and development of the Galaxy S9 processor.
Together! It seems that this is not a novelty in any industry. After all, in order to occupy more market share, it is a great challenge for MediaTek. After all, Qualcomm's chip technology has been ahead of MediaTek for several years, and now it is jointly developed with Samsung, which makes MediaTek under great pressure.
More importantly, recently, Taiwan supply chain related people revealed that the order price of Qualcomm Snapdragon 835 chip Q2 is about $70, while the current external unit price of Helio X30 is about $60. The gap between the two is getting smaller and smaller, which has led many mobile phone brands to start large-scale order transfer. After all, Qualcomm Snapdragon 835 has much better performance than Helio X30. I'm afraid that this year's shipment of MediaTek will decline significantly.
According to the estimation of Taiwan's supply chain, the shipment of mobile phone chips of MediaTek will decline by 10% - 15% this year, which may be the first decline of MediaTek in the past four years!
Although Qualcomm has been ahead of MediaTek in chip technology for several years, MediaTek previously occupied a large share in the Chinese market through thousand yuan machines. It will not cause too serious impact for a while, but MediaTek still needs to pay attention to Qualcomm Snapdragon's competition for market share.