Mediatek's High -End Road: "Rural" Finally Surrounds The "City"?

Recently, according to Korean media reports, Samsung considers the next -generation flagship mobile phoneS25The series uses MediaTek Tianye chip.If it is true, it will formS25The series is adopted at the same timeExynos 2500, Snapdragon8 Gen 4Heavenly9400The situation of the chip will also be MediaTek for the first time to enter the Samsung high -end product line.MediaTek has always been a processor supplier of Samsung mid -to -low -end product line.After years of cooperation, can MediaTek enter the Samsung flagship series with the Tianye processor?

Folding and blank, there is a foundation for cooperation in the mid -range market

2016In the first time, MediaTek entered the supply chain of Samsung for the first time.Samsung's entry -level smartphone released at the end of the yearGalaxy Grand Prime+（Galaxy J2 Prime) China adopted MediaTekMT6737Tprocessor.in the following2017In the year, Samsung You5The mobile phone uses MediaTek respectivelyHelio P20andHelio P25processor.

However, the cooperation between the two sides also appeared twists and turns.2018In the year, Samsung started to useExynosThe processor has comprehensively attacked the chip market. Most Samsung mobile phones used to useExynosprocessor.On the other hand, MediaTek is difficult to get in one nuclear because of the problem of locking of the multi -nuclear processor, and the nine nuclear onlookers are embarrassed.until2019Year8MonthlyGalaxy A10s, MediaTek has gradually returned to Samsung's supply chain.

since2020In the year, the cooperation between the two parties went further, and MediaTek's processor widely appeared in SamsungGalaxy Aseries,Fseries,MOf the series of more than 30 mobile phones, the processor used includes MediaTekHelio Pseries,Helio GSeries and some Tianye series products.It can be seen that MediaTek has entered Samsung's supply chain for many years, but cooperation is limited to Samsung's low -end product lines, and the processors used are also products that MediaTek are positioned in the mid -range market.

In the past few years, several times that Samsung will be equipped with MediaTek processor in the flagship series several times.2022At the beginning of the year, it is rumored that Samsung will be thereS22 FEMid -in -law9000The processor, evenS23It may also be used in the series.But Samsung did not post it laterS22 FE，S23The series is equipped with Qualcomm Snapdragon8 Gen 2, Don’t see MediaTek.Most of the Samsung Online Mall in mainland China is also equipped with Qualcomm Snapdragon8A series of processors, a few uses Samsung self -study using SamsungExynosprocessor.

Samsung mobile phone (incomplete statistics) using MediaTek processor (incomplete statistics)

Samsung mobile phone (incomplete statistics) using MediaTek processor (incomplete statistics).png

(Source of information: Public information, "China Electronics News" sorted out)

Qualcomm SnapdragonvsSamsungExynos, Opportunities in the gap

Regarding Samsung's reasons for the introduction of MediaTek in the flagship series,GartnerVice President Sheng Linghai said that Samsung may be considered as costs and cost -effectiveness.According to market analysis agenciesCounterpoint ResearchThe data,2024In the first quarter of the year, MediaTek mobile phone application processor (AP) The shipment is occupied40%The market share is ranked first, but the revenue share is only17%EssenceIn contrast, Qualcomm relies on23%The shipment was obtained36%Revenue.However, the price of Qualcomm will not end.It is reported that Qualcomm Snapdragon8 Gen 4Or it will increase the price significantly, and the final price will be220 ~240Between the dollar.Can predict, inS25The cost of the Qualcomm Snapdragon processor is expensive.Shen Zixin, director of the New Source Research Center, said: From the perspective of supplier strategy, once Samsung adopts MediaTek processor, it can increase the bargaining ability to Qualcomm and form Samsung and MediaTek's two dozens of Qualcomm.

Samsung2010Beginning the mobile phone processor business in the year.Hummingbird released in the same yearS5PC110(Later renamedExynos 3 Single 3110) It is the first main frequency of the Android system.1GHzof45nmProcess processor,GPUIntegrated at the latest at the timeImagination PowerVR SGX540EssenceThe top -level configuration has made it outstanding in various properties, and it also allows Samsung to quickly enter the mainstream mobile phone processor manufacturer.2015Year,Exynos 7420Bring highlights for Samsung again.This processor adopts14nm FinFETCraft and eight coresCPUdesign,‌inFour cores are based on Samsung self -developedMongooseArchitecture,‌Main frequency is2.3GHzThe other four cores are based onARMofA53Architecture,‌Main frequency is1.56GHz‌EssenceTake into account the design of performance and power consumptionExynos 7420stand out.

However, SamsungMongooseArchitectureIn the following years, high scores and low energy appeared, and it was adopted with itMongooseArchitectExynosThe processor also performs poorly.After abandoning the self -developed architecture,ExynosPerformance performance is still worrying.Samsung has been released in some countries and regionsExynos 2200ofS22The series, but the market feedback is poor.Many consumers said,ExynosThe version has the problem of fever, stuttering, and poor performance, and the gap between the Qualcomm version is obvious.I have always received much attention3nmIn terms of technology, Samsung also faces a lot of problems.Samsung was early2017It will be available in the year3nmProcess, and in the process of streaming and mass production, it is almost TSMC, but according to Korean media reports, Samsung uses3nmThe next generation of craftsmanshipExynos 2500The current yield is only available20%, Far below the yield that can be mass -produced.according toTom‘s GuideThe calculation, Samsung is already there3nmInvestment on the project at least1160One hundred million U.S. dollars.

On the one hand, it is a processor with a huge investment but no result. On the one hand, it is a good and expensive Qualcomm Snapdragon. Samsung has to consider costs.The industry generally believes that this is why MediaTek processors that have certain advantages in cost performance can open the selection.Shen Zixin believes that Tianji9400High integration, based onSoCIntegrating a variety of functional cores can reduce the number of mobile phone function chips, which can reduce costs.

With the cottage gene, how far can MediaTek go in the high -end market?

Market analysis agencyCounterpoint ResearchData show that in recent years, MediaTek's market share in smartphone processors has been ranked first in the world.Rely on Xiaomi, Samsung, andOPPOWaiting for mobile phone manufacturers to favors, MediaTek's shipment market share has been significantly ahead of Qualcomm in the last three quarters.

In recent years, the market share of global smartphone processor shipments.png

(Data Sources:Counterpoint Research, "China Electronics News" sorted)

MediaTek has been trying to rush into the high -end market.OPPO Find、vivo XWait for the flagship series of mid -range brands.However, the high -end market is still dominated by Apple and Qualcomm.The reporter learned in the interview that the reason why MediaTek's share in the high -end market is mainly historical factors.MediaTek was founded1997In the year, at first focusing on the design of the optical drive chip,2003Enter the mobile phone market year.One by oneStanding mobile phone solution The threshold of mobile phone manufacturing was greatly reduced, and the cottage market quickly occupied the king of cottage.Since entering the era of smartphones, MediaTek's main battlefield is still the low -end mobile phone market.Such genes and development history may not be an advantage in the high -end market.Shen Zixin said in an interview that the decisive factor of high -end mobile phones is comprehensive, from processors to storage to display, to the entire hardware system, operating system, and software ecology.When choosing a processor, mobile phone manufacturers will consider the market positioning and target user base of the product, as well as the matching of product functions, including hardware and software support capabilities.

Now, MediaTek has been relied onOPPO、vivoThe flagship mobile phone has entered the high -end market, and the Tianyi series also performs well in performance. MediaTek's processor domestic mobile phone manufacturers are also using, so some people have verified that it will not have much technical problems.Sheng Linghai said.However, for this possible cooperation between Samsung and MediaTek, he said that the two parties may just test the water, and Samsung may be inS25The minimum model in the series uses MediaTek's processor to try to test the market response.

Market analysis agencyCanalysThe report shows,2024In the first quarter of the year, Samsung's mobile phone shipment reached6000Wanli, the world's first.If Samsung uses the Tianda of MediaTek in the next -generation flagship series mobile phones9400The processor can bring a lot of help to MediaTek in terms of shipments and promotion.Shen Zixin said in an interview that SamsungS25The series uses Tianye9400There is a certain demonstration effect, but the market share of MediaTek in the high -end market still depends on whether it can growS25The market performance of the series.