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MediaTek breaks through the high-end market with the first 4nm chip

From: Date:2021-12-2

Recently, MediaTek officially released the Dimensity 9000 processor at the 2021 Executive Summit. This is the world's first mobile phone chip using TSMC's latest 4nm process technology. The new naming method and strong performance mean that the Dimensity 9000 is positioned above the high-end, which can be regarded as an important step for MediaTek to become a top flagship.

In the mobile chip market, MediaTek's chip products are mainly concentrated in the low-end market. Although they are also in the high-end market, MediaTek has always been outside the door of the high-end market due to the lack of product support. At present, flagship mobile phones are basically based on Qualcomm chips, while MediaTek chips are more present in low-end and mid-range phones.

At the Dimensity 9000 conference, MediaTek’s vice chairman and CEO Cai Lixing stated that today’s Dimensity 9000 is a flagship 5G chip, which has been the company’s active and continuous presence in the fields of communications, artificial intelligence, and multimedia for many years. The result of technology investment.

This means that MediaTek has begun to accelerate its impact on the high-end chip market. So, can Dimensity 9000 enable MediaTek to achieve a high-end breakthrough?

Dimensity 9000 won 12 world championships

According to MediaTek, the Dimensity 9000 processor uses TSMC’s 4-nanometer process and is equipped with MediaTek’s fifth-generation AI processor. The AI ​​performance is 4 times that of the previous generation.

At the same time, the Dimensity 9000 processor not only supports a 144Hz screen refresh rate, but also supports up to 320 million pixel cameras and 3 cameras to shoot HDR video at the same time. This means that mobile phone manufacturers equipped with Dimensity 9000 processors have been able to once again set off a hot sales storm in the current fiercely competitive smartphone market.

It is worth mentioning that the Dimensity 9000 processor is the world's first mobile phone chip product equipped with a 4-nanometer process process, which has brought a certain degree of confidence and confidence to MediaTek's impact on the high-end chip market.

After the release of the Dimensity 9000 processor, it was a surprise to many consumers. On the one hand, because many people think that TSMC’s 4nm process will be transferred to Qualcomm, few people can think that MediaTek will be able to release 4nm process chips; on the other hand, the performance of the Dimensity 9000 processor is really too high. Powerful, after the release, it has brought enough surprises to people inside and outside the industry.

Since the release of MediaTek Dimensity 9000 chip, it has won 12 world championships. Among them, the running score on Ann Tutu exceeded 1 million points, setting a historical record.

It is understood that this running score of the Dimensity 9000 processor is about 100,000 points higher than the previous running score of the Qualcomm Snapdragon 888 processor, the strongest processor in the Android camp. With the subsequent optimization of the Dimensity 9000 chip, this running score is expected to be further improved.

It is worth mentioning that the overall power consumption performance of Dimensity 9000 is also remarkable.

According to the relevant data provided by MediaTek: Dimensity 9000 processor has been further optimized in terms of power consumption. In standby mode, the power consumption of Dimensity 9000 processor is about 40% lower than that of the current Android flagship CPU. ; In the game state, the power consumption of Dimensity 9000 processor can be reduced by 25%.

Can MediaTek achieve a high-end breakthrough?

MediaTek's high-end road has been very difficult.

In the 4G era, MediaTek wants to get rid of the low-end hat, hoping to seek a breakthrough through the "X" series. The Helio X10 did live up to expectations when it first went on the market. The HTC M9Plus, which debuted the X10, was priced at more than 4,000 yuan at the time.

But soon, Meizu and Xiaomi, which are also equipped with Helio X10, started a price war. The price of Meizu MX5 was 1799 yuan, and the list price of Redmi Note2 was only 799 yuan. Xie Qingjiang, then vice chairman of MediaTek, said helplessly: "I have only two choices, one is to count banknotes with tears, and the other is not to count banknotes with tears."

Not reconciled, MediaTek began to increase investment in R&D technology. In 2018, MediaTek invested 20% of its revenue in research and development, reaching 57.5 billion Taiwan dollars (approximately 13.1 billion yuan). In 2020, this number has risen to 77 billion Taiwan dollars.

After entering the 5G era, MediaTek relied on the Dimensity series of 5G chips to rise strongly. Among them, the Dimensity 1200 chip performance is comparable to that of the Snapdragon 870, and the Antutu score exceeds 700,000. The Dimensity 820 is the strongest mid-range at the time, and its performance far exceeds the Snapdragon 765G and Kirin 820.

Whether the Dimensity 9000 can become a hot product in the high-end market ultimately depends on how many mobile phone manufacturers cooperate with it. What is more positive for MediaTek is that OPPO, vivo, Honor, Xiaomi, etc. are currently actively deploying high-end markets. The high-end mobile phone market is extremely competitive. In order to ensure sufficient production capacity, mobile phone manufacturers no longer "betting" on a chip like in the past. Instead, choose the "dual core" strategy, and the adoption of MediaTek chips will increase.

According to industry sources, the current head phone manufacturers such as OPPO, vivo, Honor, and Xiaomi have passed internal tests to verify the performance and power consumption of the new Dimensity flagship processor. We will see Dimensity 9000 on more flagship phones next year. Of course, the launch of the world's first 4-nanometer chip only allows MediaTek to stand on the starting line of the high-end track, and whether it can achieve a breakthrough in the high-end market remains to be further tested by the market after the flagship machine has landed.

MediaTek's revenue this year is expected to reach $17 billion

According to a report released by the research organization Counterpoint Research, in the second quarter of 2021, global smartphone AP/SoC chip shipments increased by 31% year-on-year, and 5G mobile phone shipments increased nearly four times year-on-year. Among them, MediaTek ranked first with a market share of 43%, Qualcomm ranked second with a market share of 24%, and Apple was stable at 14%.

MediaTek’s vice chairman and CEO Cai Lixing told reporters in an interview that MediaTek’s revenue will reach 17 billion U.S. dollars in 2021, about twice the value of $8 billion in 2019, and net profit is expected to reach 5 times that of 2019. .

Qualcomm predicted at the previous investor meeting that in the fourth quarter of fiscal 2021, the released or shipped terminals equipped with the Snapdragon flagship platform will increase by 21% year-on-year.

In the latest financial reports of Samsung and Zhanrui, the former set the highest revenue level in recent quarters, of which the chip business accounted for more than half of the total revenue, and the sales revenue of the latter’s 5G mobile phone business increased by 1458% year-on-year. Business sales revenue increased by 366% year-on-year. comprehensive

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