On the afternoon of October 30th, according to media reports in Taiwan, Qualcomm's new flagship mobile phone chip has completed the tape-out, and it is determined that TSMC's 7-nanometer process will be adopted. The supply chain will be transmitted. Qualcomm's new mobile phone chip has already been used. In the fourth season of mass production, the biggest feature is the integration of the God Network Computing Unit (NPU) and support for 5G, which can greatly improve the edge performance of artificial intelligence.
It is expected that Samsung, Huawei, OPPO, Vivo and other non-Ping camp mobile phone manufacturers will adopt, and the terminal mobile phone is expected to be listed in the first quarter of next year.
A new generation of flagship mobile phone chips
Qualcomm's current Snapdragon 8 series of mobile phone chips mainly use Samsung Foundry's 10 nanometer process. Although Samsung has announced that it will start mass production of the 7nm process supporting extreme ultraviolet (EUV) lithography, TSMC has 7 nanometers. Mass production entered the third quarter.
Therefore, as Apple and Huawei's homemade mobile phone chips have been mass-produced by TSMC's 7-nanometer process, Qualcomm's flagship mobile phone chip is also based on TSMC's 7-nm film.
Industry insiders pointed out that Qualcomm's latest flagship mobile phone chip will be mass-produced in TSMC's 7-nanometer process in the fourth quarter, and will be expected to be available in the first quarter of next year. It will be Qualcomm's first to support 5G data. The mobile platform of the machine chip. The official name is widely discussed in the market and may be extended to the previous generation of naming methods, named Snapdragon 855 or Snapdragon 8150.
Qualcomm will use TSMC's 7-nanometer process to deliver chips. The performance of the chip will be improved compared with the previous generation, and the power consumption can be significantly reduced. The biggest feature is that Qualcomm will support the NPU processing unit for artificial intelligence for the first time. Integration into the mobile phone chip, and support 5G data machine, so that artificial intelligence edge computing speed increased significantly.
Android camp high-end machine adoption
Qualcomm actively promotes the commercialization of 5G in the next year. Since the initial investment in 5G is still high, Qualcomm is also aware of this. It will only introduce 5G chips into the flagship mobile phone platform in the early next year, and will attack Samsung, Xiaomi and OPPO. , Vivo and other high-end Android orders, it is expected that the latest 5G specifications will be gradually released to the low-end models in the second half of next year, when there will be a face-to-face war with MediaTek.
In addition, Qualcomm's fast charge specification Quick Charge is currently the latest version of QC 4+, but with the launch of the new mobile phone chip, it is expected to introduce new specifications. The supply chain pointed out that Qualcomm is expected to launch QC 5's latest fast charging specification next year, which will increase the maximum output power from the original 27W to 32W, and change the charging design from 2 circuits to 3 circuit outputs. The charging efficiency is increased while the temperature is not significantly increased.