From 4G, 5G to NB IoT, Cat1, and then to 5G Redcap and NTN, it seems that all cellular communication chip companies are doing similar things.
From 4G and 5G still not catching up with Qualcomm and MTK, toNB IoT and Cat1 facing negative margins, and then to5G Redcap and NTN market growth not meeting expectations, it appears that all cellular communication chip companies are facing a dead end?
Cellular communication chip companies refer to enterprises that focus on the research, design, and production of cellular communication chips, which are core components for enabling mobile communications (such as 2G, 3G, 4G, 5G, etc.) and are widely used in mobile phones, IoT devices, and vehicle networks. Here are some major cellular communication chip companies:
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ASR Technologyfocuses on mobile communication and IoT chips, with products covering 5G, LTE Cat.4/1/Cat-M/NB-IoT technologies. Its 5G RedCap chip platform ASR1903 has been mass-produced, supporting the 3GPP R17 standard, suitable for IoT and industrial application scenarios.
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Unisocis a leading domestic chip design company, with products covering mobile chips, IoT chips, etc. In the cellular IoT field, Unisoc’s LTE Cat.1 chip occupies a significant share in the domestic market, widely used in smart metering, vehicle networks, and other fields.
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ZTE Microelectronicsis a subsidiary of ZTE Corporation, focusing on communication chip research and development, with products including 5G baseband chips, LTE chips, etc. Its chip technology is closely integrated with ZTE’s communication equipment business, serving the operator and enterprise markets.
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Qualcommis a global leader in wireless communication chip supply, with its Snapdragon series chips widely used in smartphones, tablets, and other devices, while also providing cellular communication chip solutions for the IoT field, such as the MDM series chips.
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MediaTekoffers a variety of communication chip products, including mobile chips and IoT chips. In the cellular communication field, MediaTek’s chips support multiple network standards, applied in smart devices and industrial IoT scenarios.
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Yichip Communicationfocuses on the research and development of cellular IoT chips, with its LTE Cat.1 and NB-IoT chips holding a high market share domestically, characterized by low power consumption and high integration, suitable for smart metering, logistics tracking, and other fields.
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In addition, there are domestic companies such asHuawei HiSilicon, Chipone, Hangzhou Bibo, Beijing Zhilian An, Hefei Ruipukang, CAS Jing Shang, Shanghai Xingsi Semiconductor, Weihe Technology, and Xinchip Micro, etc.
Once upon a time, the cellular communication track was like “heroes crossing the river,” but now “only the drinker knows the cold and warmth.”