Semiconductor Money View on mobile device chip

Mobile devices such as smart phones and tablet PCs are hot sellers, and the semiconductor market has also seen a clear "model transfer." In the past, the demand for chips based on notebook computers (NBs) or feature phones has slowed or stagnated.

The demand for mobile devices, which are mainly mobile devices, is growing strongly. Therefore, the competition among semiconductor manufacturers will also change in the future. Semiconductor manufacturers who can command mobile device chip orders will have the opportunity to have an unclear outlook for the global economy as a whole. In the big environment.

Lin Wenbo, chairman of the company, pointed out after the shareholders’ meeting last week that the emergence of tablet computers did affect the NB market. Now that NB has become a professional, everyone at home who is working will buy NB. Others will think Buy tablet computers, from the perspective of consumer habits, from NB to tablet, this is a change in the interpersonal communication.

However, for semiconductor manufacturers, the difference between NB and tablet PCs is no longer simply a matter of miniaturization or high cost of the chip process, but there has been a rapid shift in specifications. Lin Wenbo said that whether it is NB or tablet, there are still as many embedded semiconductors, but there have been some changes, such as changes in the central processor and memory.

In the past, the NB and embedded computer markets all focused on the X86 processor. However, in mobile devices, the processor is converted to an ARM-based application processor, and the memory is also converted from standard DRAM to Mobile DRAM.

Since the mobile device emphasizes cloud computing, the demand for integrated wireless network chips with functions such as WiFi, Bluetooth, Power Management (PMU), FM, etc., built into a single chip is good. Of course, the faster transmission speed is HSDPA/ The 3.5G baseband chips such as HSUPA have also become the standard built-in equipment for smart phones or tablets.

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