This article is from the WeChat public account: Finance and Finance (ID: caijwj) , author: moonset Wu embankment
Lei Jun fired the first shot of Xiaomi’s impact on high-end mobile phones. This year is the tenth year of Xiaomi’s founding. The Chinese pay attention to this feeling.
Under the pressure of the epidemic, Xiaomi yesterday (February 13) became the first domestic flagship product to be published live on the Internet Company, “live streaming is more complicated than offline”, Lei Jun said that he is under pressure, “can’t wait, don’t wait until the epidemic situation is over, but he was defeated.”
When the “pause” button was pressed in the whole society, Lei Jun hoped that he and Xiaomi could cheer the entire industry and “lift confidence”.
Lei Jun wants to encourage the industry, but in fact, whether his “high-end first shot” can win the market, it still depends on the industry to continue his life.
Even in previous years, competition in the mobile phone supply chain has been “strengthened.” In this invisible battlefield, various mobile phone manufacturers are basically the most capable executives to personally grasp it, and they are also the number one project internally.
The impact of this year’s epidemic will only make competition more severe, not only for Xiaomi and Xiaomi 10, but also for all players.
Qualcomm’s Same Bed Different Dreams
In the morning of February 11, local time, Samsung released the S20 series in San Francisco.
It is also the flagship of the year in 2020. Samsung is a dozen hours ahead of Xiaomi, and has obtained the world premiere of Qualcomm’s latest mobile processor Snapdragon 865. In fact, the Snapdragon 865 is just a mobile processor, not an Soc (system-level chip) , because the Snapdragon 865 does not integrate a communication baseband chip, the baseband chip that implements the communication is given to the Snapdragon X55 modulation Regulator chip, and 5G communication through Snapdragon 865 + X55.
Subsequently, Xiaomi released the annual flagship Xiaomi mobile phone 10 in China, using the Snapdragon 865 mobile processor.
But careful people also found that ZTE AXON 10S Pro 5G was launched as early as mid-December 2019, and pre-sale has already started.
The most important thing is that according to the information revealed by the supply chain, the mobile phone has completed some stocking.
At the press conference, Lei Jun spent nearly ten minutes to explain the Snapdragon 865, so that this popular science chip is a complete “performance monster.”
But we have reason to speculate that Qualcomm is not very wary of its core partners- Every time Xiaomi says that it is a starter, in fact, Samsung has basically completed the “world premiere”, and some Domestic friends have even started shipping.
This is the case for Xiaomi 10. The same is true of Xiaomi 9 last year: Samsung completed the world premiere of Snapdragon 855 with S10 in San Francisco. Xiaomi then held a press conference to officially launch Xiaomi 9 with Snapdragon 855. Z5Pro GT based on Snapdragon 855 has been released.
But at that time, Lenovo ’s regular phone in charge had switched to Xiaomi, and appeared with Lei Jun in a reporter interview after the Xiaomi 10 conference.
In the official teardown picture of Xiaomi 9 Pro 5G, we summarized the chip usage of Xiaomi 9 Pro 5G, including at least 14 Qualcomm processing chips-obviously Xiaomi and Qualcomm are deeply bound, but When Qualcomm balances the major mobile phone manufacturers, sometimes it is inevitable to “same bed with different dreams”. This is under the influence of this year’s epidemic on the start of construction, and the pressure on Xiaomi will be more and moreBig.
How to solve this problem, there may be only one: more orders, better prices.
Samsung’s Predecessors
Samsung is the only mobile phone supplier in the global mobile phone industry, but it is also a global mobile phone brand giant.
Micron released the LPDDR5 memory on February 6 this year. In fact, Samsung and SK Hynix should also have DDR5 technology at the same time, and Samsung’s quality will be better.
Xiaomi subsequently stated that LPDDR5 will adopt a mix of Samsung and Micron. Mixed use, in a sense, indicates that the capacity of a single manufacturer is insufficient.
A reasonable guess is that Xiaomi wants to use Samsung LPDDR5 memory for the whole system. It is most likely that Samsung has insufficient production capacity, and then it will use Micron as a supplier. In fact, according to the market share of DDR4 in 2019, Samsung exceeds 45%, and Micron is 23.5%.
In other words, in the production of LPDDR5 memory, Micron’s production capacity is also questionable. First, in the patent dispute between Micron and Fujian Jinhua, the Fujian Intermediate People’s Court has ruled that Micron has infringed. From a legal point of view, Micron is still in the ban in China. Secondly, there is always a shortage of high-end production capacity of Micron, and Samsung itself is a semiconductor giant, and memory is a specialty of others.
So we can only pray that Xiaomi Mi 10’s LPDDR5 memory is not a gimmick, because the capacity must first keep up.
In addition to providing memory, Samsung also provided Xiaomi Mi 10 with a 108 million-pixel lens.
But in fact, Samsung ’s own 108 million lenses for home use are not the same as those for Xiaomi: these are two cameras with different output methods but the same pixels.
Samsung S20 Ultra, 108 million pixels, uses the “nine in one” output, which is a single 12 million pixels, which combines 108 million pixels.
The camera provided by Samsung used by Xiaomi is a “four-in-one” output method, that is, a single 27 million pixels, which is synthesized by 108 million pixels.
We ca n’t tell the difference between these two pixels with the same pixels, but from the adoption and tuning of Samsung ’s 12 million pixels, it is clear that