Chip giant Qualcomm has once again become the focus of attention. Recently, foreign media reported that Qualcomm is negotiating with NXP Semiconductors (hereinafter referred to as "NXP") for the acquisition, the transaction amount is as high as 30 billion yuan, and it is expected to be reached within the next three months. The latest public news shows that the differences between the two sides in the price is not large, the transaction is approaching the conclusion, Qualcomm is the only buyer.
The reporters of China Business News respectively submitted their certificates to Qualcomm China and NXP Beijing Office, and both parties declined to comment.
Once the merger is finalized, it will help the two to expand their business landscape. However, how to achieve rapid integration of the two sides in terms of business, channels and customers will be the primary problem after the acquisition.
Card Internet of Things
According to the latest data from IC Insights, NXP is the tenth largest semiconductor company in the world, before MediaTek.
Unlike Qualcomm's focus on mobile communications, NXP is focused on automotive semiconductors. After NXP spent $11.8 billion last year to acquire rival Freescale, the new NXP became the world's largest manufacturer of automotive semiconductors.
The "China Business News" reporter asked the Qualcomm China and NXP Beijing offices for the acquisition, and both parties declined to comment.
According to an industry insider, the current negotiations are in progress and have not yet been settled. The industry generally believes that the possibility of spending Qualcomm is great. "The latest news is that the two sides have already talked about it. It is only at the price, the two are still negotiating." The above said.
According to Wang Yanhui, secretary-general of the China Mobile Alliance, through mergers and acquisitions, the two can gain new growth points outside their traditional businesses. In particular, Qualcomm can quickly realize the accumulation of technology and patents in the field of Internet of Things, represented by the Internet of Vehicles.
Earlier, some insiders told reporters that the arrival of the Internet of Things is the general trend. The Internet of Vehicles formed by mobile terminals such as automobiles will be the most direct application direction of the Internet of Things. According to estimates by the Analysys think tank and Zhiyan Consulting, the scale of China's car networking market alone is expected to exceed 400 billion yuan in 2020.
However, the realization of the Internet of Vehicles relies on the use of 5G and other communication networks to obtain instant and rapid response, through radar, radio frequency, identification and other technologies to achieve the perception of the external environment, big data analysis and other processing environments to achieve operational analysis and help to make the best select.
“And NXP has accumulated a lot in the field of vehicle networking technology such as automotive radar solutions and autopilot computing platforms.†Wang Yanhui said that once the acquisition is finalized, Qualcomm can be said to have obtained unmanned and artificial connections to the Internet of Vehicles and even related to it. "Tickets" in frontier areas such as intelligence.
In addition, in the fields of communication chips, identification and security chips, NXP has also made great achievements. After the acquisition of NXP, it also helped Qualcomm to get rid of the situation of relying too much on mobile device chips.
However, there are still differences in sales channels, customers, and core technologies. Wang Yanhui said that how to achieve full integration is a great test for both sides.
Helplessness behind the layout
In the industry's view, behind the Internet of Things, Qualcomm's involvement in the Internet of Things, in addition to the amazing amount of physical fitness, there are pressures on the mobile phone chip business.
The data shows that the growth rate of the smartphone market has slowed from 27.8% in 2014 to 10.5% in 2015. IDC forecasts that smartphone growth is expected to be only 3.1% in 2016. "The fact that the overall growth rate of the smartphone market is slowing down also means that the ceiling of mobile phone chip companies is becoming more and more obvious." Sun Yanxi, dean of the First Mobile Phone Research Institute, said that the search for new performance growth points is that "Qualcomm" must face fact.
However, the trend of industry competition has not weakened, and there is even an escalation trend. Especially in the bottleneck period of 4G chip technology innovation, 5G has not yet broken out, many chip companies regard it as the golden period of cornering overtaking. MediaTek, which is ranked after Qualcomm, has spared no effort in grabbing market share in the past two years. At the beginning of last year, the launch of the mid-to-high end helio chip was also considered a "weapon" for its confrontation with Qualcomm.
Although, with the Snapdragon 820 and other chips, Qualcomm still continues the strong posture of the high-end market, but MediaTek's high-end chip helio X20/X25 has been used by many domestic mobile phone companies in mid- to high-end models, or to give Qualcomm a lot. pressure. Previously, the Qualcomm Xiaolong 65X series directly entered the thousand yuan machine market, and was interpreted by the outside world as having the counterattack of the Helio chip.
"With MediaTek's continued efforts to develop the mid- to high-end mobile phone market, it is bound to affect and even impact Qualcomm." Wang Yanhui and other industry insiders said that the gap between the two is narrowing. MediaTek’s chief financial officer Gu Dawei also mentioned that compared with the 3G era of Qualcomm’s leading MediaTek in the 3G era, Qualcomm only leads MediaTek for one to two quarters in the 4G era. Reflected in market share, Strategy AnalyTIcs data for the past two years also showed that in 2015, Qualcomm's global smartphone application processor market share has fallen from 52% in 2014 to 42%, while MediaTek increased from 14% to 19%. .
In addition, Samsung, Huawei, Apple, ZTE and other enthusiastic enthusiasm for self-developed chips. Taking Huawei as an example, its Haisi Kirin chip is not for external use, but it can achieve self-sufficiency. This is obviously not good news for Qualcomm.
Right now, Qualcomm has to face the fact that Apple's iPhone7 baseband chip is eaten by Intel. "Qualcomm is not easy to maintain the existing market share. It is difficult to continue to expand." Sun Yanxi said that the mobile phone chip market is an endless competition for competition. It is difficult for anyone to guarantee that they will always be faster than their opponents.
The Internet of Things field that Qualcomm bets on is still shrouded in unknown colors. Xiang Ligang, an observer in the communications industry, admits that it is difficult to predict when the Internet of Things will break out. It is also difficult to judge whether the IoT cut-in emphasizes the technical parameters of the chip power consumption or computing power, or other technical reserves. "If you don't advance the card, once it breaks out, it will be defeated; but the advance card does not mean that you are in the right direction." He continued, the risks and possibilities in the unknown are two sides, which is the driving force of the enterprise layout. It is also a puzzle and a difficult point.
However, for Qualcomm, although the growth of the mobile phone market is slowing, it is still growing in size. In the fields of Internet of Things, drones, VR/AR, etc., where technologists are eagerly awaiting, Qualcomm has not been absent, and is still leading. This positive attitude has also increased confidence and expectations. But the challenge before it is how to reshape its role before the industry breaks out.
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