Fu Manwei whether with China to cooperate
Show level, market of chip of front of global radio frequency is main enterprise be precedinged by the abroad such as Murata, Skyworks, Broadcom, Qorvo, Qualcomm is held for a long time.
According to Yole Development data, 2018, provider of parts of an apparatus of before 5 big radio frequency, held share of market of radio frequency front most probably, specific and character, murata city is occupied rate 26% , skyworks city is occupied rate 21% , broadcom city is occupied rate 14% , qorvo city is occupied rate 13% , qualcomm market is had rate 7% . On mobile phone market, big firm of Murata, Skyworks, Broadcom, Qorvo, Qualcomm5 is to basically offer money square, share of the others market has Ying Feiling, Hua Weihai to think of, the brand such as Suo Ni, Ansenmei, STM, NXP competes.
Under photograph comparing, because company of chip of domestic radio frequency starts later, instability, than international lead company is accumulated in the technology, the respect such as ability of education of industrial environment, talent, innovation still has apparent lag, put in bigger difference with the manufacturer such as the United States, Japan, Europe.
But accompany the our country attention to relevant industry, industrial resource tilts to relevant enterprise stage by stage, manufacturer of chip of domestic radio frequency shoots frequency chip to start from relatively mature schism, the window before 5G mobile phone gains ground extensively period, in already progressively implementation low end entrance of front of type radio frequency is replaced, and gather modular group capability, move toward whole class to supply stage by stage, according to public response of Fu Manwei, company product had enclothed radio frequency switch at present, radio frequency tuner, chip of group of radio frequency model (include filter compositive) wait for many category.
Before 2018, china the admiral type that is P series and Mate series, the main supplier of radio frequency chip is Murata, Skyworks, Qorvo and Epcos. After incurring American sanction 2018, china abandon American supplier stage by stage to supply chain, use the sea to think of grind oneself and accelerate introduce domestic supplier, in the Mate 30 mobile phone of 2019Q4, radio frequency chip basically comes from at Zhuo Shengwei of Murata, Hai Saihe.
But from 2021 second half of the year begins, zhuo Shengwei because a variety of reasons already cannot Xiang Hua is for goods, before long the company adopts official approach before, affirm again, mix at present China for it trade without chip. Here setting falls, fu Manwei states sort of filter of the radio frequency below the banner is various publicly, apply setting diversity, chip of company 5G radio frequency (contain filter) be based on own research and development completely, but face ” whether can offer goods China to be ” examine minutely, fu Manwei also emphasizes needing to wait for a company to unite announcement for many times.
Before long, the smooth Zhuosheng of chip of radio frequency of 5G of home be consideringed as is small, be faced with outside pressure to be broken directly nowadays for China for, this proves adequately also, only true can accuse completely independently, ability masters the future of the company in him hand, as to emphasize radio frequency chip all the time, the Fu Manwei that can accuse completely independently whether offer goods China to be, let our wait and see what happens.