[Guide]: Samsung AP chip has always been self-sufficient, the outside market is almost Qualcomm's world, but recently Samsung AP chip reach out to Qualcomm market, and ZTE is the biggest target customer.

The mobile phone processor market is divided by Qualcomm and MediaTek. Qualcomm focuses on high-end mobile phones, while MediaTek provides chips for cheap mobile phones. It has always been thought that the market model is like this, but now Samsung intends to take out AP chips and break the self-sufficiency model. It is necessary to reshuffle the cards, and both Qualcomm and MediaTek will face the impact that Samsung will bring. Samsung also made it clear that it is negotiating with some smartphone manufacturers about the supply of mobile processor chips, including ZTE, the stalls that ZTE has been banned, and the timing of cooperation with ZTE is wonderful, and Qualcomm is estimated to be worried. Seeing that big customers have been taken away?

Compared with the top mobile phone processor, Qualcomm Snapdragon and Samsung Exynos (Orion) performance is comparable, Exynos 8895 and Snapdragon 835 basically on par, Exynos 9810 and Snapdragon 845. Qualcomm Snapdragon processors are widely used by many manufacturers such as Xiaomi, Huawei, and Jiajia, and Samsung Exynos is the only external smartphone customer of Meizu except for its own Galaxy series smartphones.

It is important to be clear that the Exynos application processor business is part of Samsung's System LSI business, which is an independent business entity, and the Samsung mobile phone business can clearly define the rights and responsibilities at the implementation level.

At this point, you may want to ask a question: Since the Samsung Exynos processor business has independent management rights, why is it just "self-sufficient" rather than large-scale take-out?

The reason behind this is not that Samsung is worried about technology outflows and restricts the external supply of Exynos processors. Instead, Qualcomm uses the powers conferred by standard essential patents to limit the promotion of Samsung Exynos for 25 years. Meizu can get a big reason for Exynos chip support, nothing more than Qualcomm's patent game.

In 2016, the Korea Fair Trade Commission (KFTC) declared that the Qualcomm patent licensing model violated the principle of fair competition and issued a high-priced ticket of 854 million US dollars to Qualcomm, setting a record for the highest penalty in the history of anti-monopoly in Korea. In order to reduce the impact of KFTC's fine of more than 800 million US dollars, Qualcomm signed a long-term cross-licensing agreement with Samsung in February this year. One of its contents is to untie Samsung's application processor Exynos SoC for third parties.

As we all know, Samsung won the 2017 semiconductor manufacturer No.1 with its memory chip. According to industry insiders, Samsung and Qualcomm have signed a long-term cross-licensing contract, and Samsung AP chip is likely to replicate the sales model of memory chips and promote its ARM architecture system single chip to third-party vendors.

Qualcomm AP chip and Samsung AP chip use the ARM architecture, Qualcomm will make more changes in the CPU design, and before Samsung just used the reference design, design changes began from Exynos 9810, import customized M3 CPU.

According to the AnandTech evaluation report, the Samsung AP chip and Qualcomm are highly competitive in terms of performance. The only weakness is reflected in the GPU, which is weaker than Qualcomm's Adreno GPU.

As far as the AP market is concerned, Samsung has entered the market this time. Not only does it form a direct conflict with the Qualcomm Snapdragon processor, MediaTek will inevitably be affected. At the same time, Samsung has diversified its processor product line, not only strengthening mobile processors, but also promoting the development of logic chips such as image sensors and automotive chips.

Although the issue of "Samsung AP chip take-out success" needs to wait for the market to give a case, Samsung has shown a ready to go state.

According to WccfTech, Samsung's next-generation mobile application processor chip codenamed Exynos 9820, if Samsung and ZTE negotiate smoothly, this chip is likely to appear in ZTE's new generation flagship mobile phone, and Samsung's next-generation flagship machine Galaxy S10 will also Equipped with this processor. There is no doubt that at this moment, it is an excellent opportunity for ZTE and Samsung. Of course, Samsung has not confirmed whether ZTE has finalized a specific contract.

Samsung enters the AP market just to grab some of the AP market cake?

The answer is no.

The new business model of Samsung AP chip not only creates a positive conflict with Qualcomm and MediaTek's processor business, but also will erode the Qualcomm baseband chip market to a certain extent.

Samsung Exynos did not integrate baseband chips in the early days. Since 2013~2014, baseband chips have been integrated on Exynos processors. Today, on the eve of the 5G outbreak, industry insiders said that Samsung is likely to pack the license to sell 5G patented technology. In addition to the 5G baseband, Samsung may also package LSI's camera CMOS for sale.

At the same time, Samsung AP chip new business model will also enrich the demand for their own wafer OEM orders, whether it is Exynos processor or baseband chip, etc., are built by Samsung's own fab.

According to IC Insights data, in the past five years, Samsung foundry has achieved different revenue growth of 2.5 billion to 4.6 billion US dollars. In addition to the Exynos chip business, it also comes from customers such as Apple and Qualcomm. In recent years, in the case of competing with TSMC for the loss of Apple AP orders, if Samsung can win orders from AP chip licensees, it will greatly boost the revenue of the foundry business and the advanced process business of its training.

It is not known how many chips can be won after Samsung's lifting of the ban, but no matter what, there is such a strong rival as Samsung, Qualcomm is bound to lose some market share. After all, Samsung is also a lever in chip technology, not losing Qualcomm. At the end of the year, at the China IOT Conference, listen to Qualcomm's views on the Samsung AP chip takeaway. If you have any unique insights, please feel free to leave a message in the comment section.

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