Automobiles and smartphones under the transformation of China's chip industry.
The smartphone chip industry has faced tremendous challenges and transformations in recent years. Traditional smartphone chip companies, such as OPPO's self-developed chip company Zheku Technology, announced their dissolution against the backdrop of the global economic environment and the downturn in the mobile phone industry. The reasons behind this decision include the fact that the company's revenue does not meet expectations and the reality that the investment in chip self-development is too large to bear. With the dissolution of Zheku, the smartphone industry is facing the adjustment and reconfiguration of the ** chain, especially for companies such as OPPO, which means a series of challenges in chip research and development.
The changes in the smartphone market are also driving the adjustment of chip manufacturers. With the extension of the cycle of mobile phone upgrading, the market demand is gradually saturated, and smartphone chip companies are facing more fierce competition and pressure. In order to cope with this challenge, some companies have begun to increase investment in R&D innovation and technological breakthroughs, seeking breakthroughs and new growth points. However, the dissolution of some companies such as Zheku has sounded the alarm for the entire industry, causing thinking and concerns about the future development of the smartphone chip industry.
At the same time, the automotive industry is ushering in a wave of core manufacturing. As the popularity and demand for smart electric vehicles grows, so does the demand for chips from automakers. Auto companies such as BYD and Momenta have begun to attract talent in the field of smartphone chips to meet their own chip research and development needs. In particular, some technical backbones and experienced Zheku engineers have found new development opportunities in the automotive industry. The self-developed chip team in the automotive industry is also growing, injecting new vitality into the transformation of China's chip industry.
The self-developed chip team in China's automotive industry is growing rapidly. Some automakers, such as NIO, Li and Xpeng, began to build their own chip teams several years ago and have made certain progress in the field of chip research and development. With the continuous development and growth of China's automotive industry, as well as the continuous promotion of intelligence and electrification, the demand for chips in the automotive industry will further increase, which provides huge opportunities for the transformation and development of China's chip industry.
There are certain similarities and differences between the automotive and smartphone industries in chip R&D and application. Although the two are different in terms of technical requirements, they both require high-performance, low-power chips to support the functionality and performance of their products. Therefore, it is no accident that smartphone chip talents have shifted to the automotive industry. This shift is driven both by the growing demand for chips in the automotive industry and by the challenges of the smartphone industry itself. The cooperation and competition between the two industries are also quietly changing, and the integration and collision of the automobile and smartphone industries will bring new development opportunities to the chip industry.
In the current investment environment, the chip industry is facing many challenges and opportunities. The investment environment in the chip industry has changed, and some entrepreneurial teams are facing tremendous pressure and competition from the market.