2013 TD Strong Core Road: Domestic Counter-attack and Nirvana in Transmutation
Looking back at 2013, from TD-SCDMA to TD-LTE, the TD industry promoted by China's independent standards has gone through 15 years of embarrassing history. On the road of China's access to the right to speak in the international telecommunications industry, China's chip industry has also been "coreless" from the 2G era to the "core" in the 3G era, and strives to achieve a "strong core" leap in the 4G era.
In the past, the chip has always been one of the key factors restricting the development of TD-SCDMA. However, in 2013, after the cultivation of TD-SCDMA industry and the experience of 3G market competition, China's chip industry has gradually grown and developed. A fundamental solution. With the advancement of the commercialization of TD-LTE and the issuance of the final 4G license, China's TD chip industry is entering a new round of gold development.
How to grasp this golden period of development, become the thinking of the Chinese chip manufacturers, at the same time, in the market change, the pattern and prospects of domestic and overseas manufacturers have also undergone a baptism and change, making the national chip manufacturers usher in the opportunity of counterattack Whether it can truly achieve Nirvana is also the improvement of technology level, the reserve of patents and the layout of product evolution research and development.
The ever-changing market: TD chip welcomes the turning point of historical development
Talking about the TD chip market, we must first talk about the TD-SCDMA industry. In the early stage of the development of the TD-SCDMA industry, the chip is the weakest link in the entire industry chain. However, in 2013, the TD-SCDMA industry chain finally completed the pursuit and transcendence of WCDMA and CDMA2000, especially in the weakest terminal and chip links. At the same time, with the issuance of 4G licenses, chip manufacturers have increased the development of LTE chips supporting TD-LTE. At the same time, in the situation of 2G, 3G and 4G convergence development, they have also promoted chip manufacturers' support for TD-SCDMA.
TD-SCDMA chip
The rapid development of the TD-SCDMA industry chain has benefited from the strong promotion of China Mobile. It is understood that China Mobile's 2013 TD-SCDMA main equipment tender, with a scale of up to 113,000 base stations, is the largest tender since the TD-SCDMA construction in 2007. In the past few years, China Mobile's cumulative network investment in TD-SCDMA has exceeded 180 billion, and terminal subsidies have exceeded 30 billion, totaling 210 billion yuan. Currently, it is still investing.
Under the strong promotion of China Mobile, TD-SCDMA has made great progress in all aspects of the industry chain such as chips and terminals, and the market has entered a period of rapid growth. A group of data released by Mu Jiasong, deputy general manager of the Quality Assurance Department of China Mobile Group Terminals, highlights the changes in the TD market: TD mobile phones reached 598 in the first half of 2013, 2.1 times that of WCDMA mobile phones in the same period, and are CDMA EVDO mobile phones. 5.3 times; total sales of TD terminals reached 68 million, and sales in a single month exceeded 10 million.
This has also greatly promoted the enthusiasm of domestic and foreign chip manufacturers for the development and support of TD-SCDMA chips. For example, the domestic TD-SCDMA core chip maker Lianxin Technology released the first TD-SCDMA quad-core smartphone chip LC1813 and the first quad-core tablet chip LC1913. Li Tingwei, president and global sales vice president of Broadcom Greater China, said: "Since China Mobile's mobile phone needs to support TD-SCDMA, it will put the TD-SCDMA module into the existing four-mode chip, making it a five-mode. â€
TD-LTE chip
At the same time, 2013 is a key period for the development of TD-LTE. TD-LTE technology and industry are gradually maturing and have the conditions for scale development. Driven by China Mobile's TD-LTE "Double Hundred" program, with the promotion of the final 4G license, at present, there are more than 17 chip companies in the world investing in the development of LTE chips, far higher than the number of 2G and 3G eras.
For the time being, domestic and foreign manufacturers have spared no effort in the development of LTE chips, especially on LTE chips supporting TD-LTE. From an international perspective, Qualcomm has launched LTE terminal chips and solutions that support all mobile communication systems and more than 40 frequency bands worldwide. Marvell's multimode multi-frequency Modem chip PXA1802 has been mass-produced. The PXA1088 LTE version of the mature solution platform will also be mass-produced this year. It will be the industry's first quad-core "five-mode thirteen-frequency" Cat4LTE single-chip solution for the mass market. .
From the domestic point of view, China's HiSilicon has launched a five-mode LTE terminal chip. The multi-mode chips of Spreadtrum, Lianxin Technology and ZTE Microelectronics have also reached commercialization level. Among them, Lianxin Technology has launched a full-mode SoC smartphone chip. With the 28nm process, it will help terminal customers to seamlessly migrate from 3G to 4G systems supporting global LTE, and further move to the global market. MediaTek launched LTE modems at the end of the year, supporting both LTE FDD and TD-LTE. In the first half of 2014, the quad-core or eight-core AP+4G Modem solution will enter mass production, and the final 4G SoC will be mass-produced in the second half of the year.
Changeable pattern: Sino-foreign manufacturer technology patent dispute
With the rise of the TD chip market, major international manufacturers such as Qualcomm, Intel, Marvell and Broadcom have been actively involved in the TD chip, and domestic manufacturers such as MediaTek, Haisi, Lianxin Technology and ZTE Microelectronics are also rising. Direct chase.
In 2013, the competition layout of Chinese manufacturers has experienced some ups and downs, some have been split into Ruyi Ericsson, some have been acquired such as Spreadtrum, and some have been transformed, such as MediaTek, for the TD chip market pattern is changing and unknown. Buried down. At the same time, the current situation of the current chip market manufacturers is changing. The reason is that the domestic and foreign manufacturers compete in the TD chip technology and core patents.
Technical dispute
It is understood that in order to better meet the needs of multi-network operation and international roaming, multi-mode multi-frequency has become one of the requirements of operators for LTE chips, especially China Mobile, and even "five-mode ten-frequency" as a hard technology for procurement. Indicator requirements. In the first batch of 160,000 TD-LTE terminal tenders this year, the vast majority of domestic chip makers refused to do so, which led to Qualcomm's single.
This has caused great controversy in the industry. Industry insiders commented that this is not conducive to the healthy development of the TD-LTE chip industry; and it has invisibly pushed up the cost and hindered the popularization of TD-LTE terminals, contrary to the willingness of China Mobile to rapidly promote large-scale commercial use of TD-LTE networks. .
In fact, through continuous research and development, domestic chip manufacturers have been able to fully realize the commercialization of three-mode chips in GSM/TD-SCDMA/TD-LTE mode. Yang Lan, secretary general of the TD Industry Alliance, once pointed out that the TD-LTE terminal market does not need five-mode "one size fits all". When the five-mode products of domestic chip companies are still immature, there must be room for development of three-mode products.
China Mobile also realized that the high threshold caused TD-LTE terminals to struggle, began to adjust the strategy, no longer adhere to the "five-mode ten-frequency" hard indicators, began to introduce "three-mode" products. From "five models" to "three models", it will greatly affect the supply pattern of TD-LTE chips, so that the domestic chip manufacturers that are struggling to catch up will catch up with the good opportunities for development.
Patent dispute
In addition, the National Development and Reform Commission also announced the launch of an anti-monopoly investigation of Qualcomm. If the anti-monopoly investigation results are established, Qualcomm may face a maximum fine of 1.23 billion US dollars. For a time, this chip company with absolute dominance in the 3G era has become passive, and its development prospects in the 4G era in China have become confusing.
Although the National Development and Reform Commission did not clearly explain the real reason for the anti-monopoly investigation of Qualcomm, there is a view that this may be related to Qualcomm's different customers in China, when they charge patent fees, and adopt different pricing methods. There are also rumors that it is at a critical moment for Qualcomm and domestic terminal manufacturers to license 4G technology patents, and Qualcomm’s tough attitude may be one of the “firewires†that ignited the anti-monopoly investigation.
However, no matter what the reason, the development of domestic chip manufacturers will bring benefits. Some studies have pointed out that this anti-monopoly investigation can delay the further penetration of Qualcomm in the development of next-generation communication technology for chips and technology, giving domestic chip manufacturers more time and a more lenient environment, research and development, manufacturing to enhance strength and market. Share.
Relevant experts stressed that in the 4G era, TD-LTE will incite 100 billion industrial chains, domestic chip companies should seize opportunities, increase independent research and development efforts, master more core patent technologies, and get rid of the situation of people in the 2G and 3G era.
The future of evolution: technology products continue to advance with the times
Domestic and foreign chip manufacturers, especially domestic chip manufacturers, want to occupy a place in the future chip market. The development work must be synchronized with new technologies and new standards, while continuously improving the chip's high integration, high performance, and reducing cost and power consumption.
Process
Although the chip link is still limited by the multi-mode multi-frequency challenge, it is a clear fact that the improvement of process maturity is the key to breaking through this bottleneck. In the early 3G era, multi-mode TD chip manufacturers basically adopted 65nm or even 90nm process, resulting in high cost and power consumption, which has hindered the development of TD-SCDMA.
However, with the advent of the TD-LTE era, the multi-mode multi-frequency baseband and platform chip complexity, as well as the increasing cost and power requirements, Liu Guangjun, assistant general manager of Lianxin Technology and chief expert of Datang Telecom Group, pointed out that the future LTE chips are accelerating the process to 28nm, 20nm and even more advanced processes, while requiring more advanced packaging technologies. The single-chip SoC and system-in-package help to miniaturize the chip and further reduce costs.
Product Standards
In addition to requiring baseband and RF to support multi-mode multi-frequency, from the perspective of development, TD-LTE intelligent terminals also need application processors with powerful data and multimedia processing capabilities. Zhang Weili, general manager of MediaTek China, said that in the 4G era, the outbreak of data traffic and the development of smart phone multimedia have become the mainstream features. Smartphone chips with powerful data and multimedia capabilities will be the main direction of market development.
At the same time, although domestic and foreign manufacturers are advancing in the field of LTE chips, Zhang Lu, director of mobile products at Marvell, pointed out: "According to the ITU's definition, 4G should be at a fixed-point status with a download rate of 1 Gbps; in high-speed mobile situations, the download rate is 100 Mbps. TDD Both FDD and FDD technologies can meet ITU 4G standards. LTE is only the first step towards 4G, and will be LTE-Advanced in the future. LTE-A will start commercial use in North America and Europe next year, and Chinese chip manufacturers need to make corresponding technical reserves. And product development."
For the subsequent evolution of LTE, Zhang Weili pointed out that MediaTek will closely observe and participate in the formulation of LTE-A technical standards, following the pace of evolution of operators in LTE-A technology. In terms of R&D, chip makers should be prepared for wireless technology, as well as the challenges that ultra-broadband wireless technology poses to the overall system chip of mobile phones.
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