The situation where the Chinese sma...
10
07
The situation where the Chinese smartphone "OPPO" wants a unique semiconductor is introduced in 2023-2024
OPPOはハイエンド市場でアップル、サムスンと並ぶ「3強」入りを目指している。写真は2021年3月に開催したハイエンド機種「Find X3」シリーズの発表会（同社ウェブサイトより）
It has been found that Chinese smartphone giant OPPO (Oppo) has begun to develop a semiconductor using a 3 nm (nanometer) process technology.On October 21, a reporter gained testimony from several stakeholders in the semiconductor industry.
If realized, OPPO will be one of the smartphone makers with their own SOCs in the heart of their products, following Apple, Google, South Korea Samsung Electronics, and China's Hua Way (Huawei).Translation: SOC is an abbreviation of system -on -chip. A core function such as CPU and communication modem in one chip).
On October 20, the Nihon Keizai Shimbun entrusted the manufacturing of SOCs designed by OPPO in the 3NM process to the world's largest Taiwanese density production (TSMC), and launched in 2023 to 2024.He reported that it will be installed on the flagship smartphone.OPPO refrained from commenting on this report.
According to a Chinese official who is familiar with the internal session of the semiconductor industry, the core member of the OPPO semiconductor design team is a technician who has transferred from the Taiwanese smartphone SOC General technique (media tech) and has advanced technology.Has a semiconductor development experience used.According to the stakeholders, the time of the OPPO's unique SoC depends on when the TSMC can establish mass -produced 3nm processes.
The aim is cost reduction and differentiation
In the Chinese semiconductor industry, it was an open secret that OPPO was launching its own SoC development.The company has started recruiting human resources in Shanghai since 2020, and has pulled out a small number of engineers from the UNISOC, a major semiconductor design company.
There are two main benefits for smartphone makers to develop their own SoC.The first is the reduction of development costs.The more smartphones equipped with our own SOCs are sold, the lower the development cost per unit (because the SOC development cost is constant).Some say that the cost will be about half compared to purchasing chips from the US smartphone's SOC Qualcom.
本記事は「財新」の提供記事ですThe second advantage is the differentiation of products with competitors.Apple and Samsung Electronics, which have a large share in the high -end smartphone market, have been equipped with their own SOCs for more than 10 years to appeal to other companies.Google is equipped with a new smartphone "Pixel 6" released in October 2021, with the first proprietary SOC "Tensor", aiming to capture share in the high -end market.
On the other hand, OPPOs, small rice (Xiaomi), and Vivo (Vivo), which have no unique SoC, are mainly for middle -class models, and are struggling in the high -end market.
（財新記者：張而弛）
※原文の配信は10月21日
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