While Qualcomm and MediaTek are the two primary chip suppliers of smartphone based chipsets, a growing number of Chinese OEMs are working on launching their own proprietary mobile processors.
According to a DigiTimes report, this includes smartphone makers from China like Oppo and Xiaomi, who are working on developing their own 5G SoC. Furthermore, the news also arrives amid a major global ship shortage that has affected various industries across the world. This has even caused companies to struggle to supply semiconductors for their products. Notably, NOR flash chip makers stated that more of their clients are now willing to strike long term supply contracts as well.
Similarly, the demand from MCU clients is also strong in the backend firms. For those unaware, Oppo and Xiaomi are expected to announce their in house sub 6GHz 5G processors sometime between late 2021 and early 2022. This would have both firms join the ranks of other fabless chip makers (firms that design their own chips bt contract production to other companies).
Another vendor that is also working on their own chips includes Unisoc, which will be competing with rival chip makers, Qualcomm and MediaTek, as per sources close to the matter. Talking about the back end firms, companies like SE Technology, Greatek Electronics, Lingsen Precision Industries and Orient Semiconductor Electronics (OSE) are still seeing robust demand for MCUs that are used in a wide array of consumer electronic products, medical care, and even automotive electronics as well.
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