On February 28th, Xiaomi will officially release its own processor brand Songguo in this afternoon. Insiders analyzed that the intention behind the Xiaomi chip is mainly to enhance its voice in the supply chain, and it is expected to be applied to the smart home field in the future.
Lei Jun content microblogging
It is reported that in October 2014, Xiaomi's company Songguo Technology was established; in November, Songguo Technology and Datang Telecom's Lianxin Technology signed the "SDR1860 platform technology transfer contract", which was awarded the company's technology at a price of 103 million yuan. Developed and held the SDR1860 platform technology. In the same year, Xiaomi began to launch a smart home layout around "system + hardware."
Although from the existing data, the pine cone chip is only used for Xiaomi mobile phones, but other home appliances such as TV, currently use chips from external manufacturers such as Mstar and Marvell.
However, some analysts pointed out that Xiaomi ecological chain enterprises involve all aspects of life, and many products launched by ecological chain enterprises also use chips, such as Mijia sweeping robot, Xiaomi TV, Xiaomi notebook, millet purifier and so on. Once the technology is mature, the pine nut can fully produce the corresponding smart home product chip. Xiaomi does not need to rely on the chip provided by the external manufacturer, and in the future can complete all product production at a lower cost, which is also beneficial to Xiaomi mobile phone. Build smart home solutions with its own smart home product line.
"Millet is a chip, not just for mobile phones, but for the products of Xiaomi's entire industrial chain." A person familiar with the matter also agreed with the above speculation, he believes that the future of the pine cone chip should be in the field of Internet of Things. .
However, the big home electric business circle has learned that the current smart home chip market has been divided by three giants: STMicroelectronics, Silicon Labs, Marvell.
It is understood that STMicroelectronics can closely integrate with the set-top box to integrate the smart home software platform, and promote the set-top box to evolve into a smart home set-top box. The new type of equipment can manage household energy, home automation systems and home security systems, providing a set of home users. Through the link between home appliances and digital multimedia content.
Last year, STMicroelectronics revealed that Chinese customers accounted for 16% of the company's total sales sources, and then the focus of the Chinese market will be smart driving and the Internet of Things.
Silicon Labs' ace product is the ZigBee chip, and ZigBee is a short-range, low-power wireless communication technology used in the smart home field. As of the end of last year, the cumulative shipment of the chip has reached 100 million, and the Chinese market has become more and more highly accepted. IoT, Huawei, and the United States have become ZigBee members.
Marvell chip
Marvell has launched a full range of home automation products, and its wireless chip business is mainly provided to Samsung mobile phones, Sony mobile phones, and Xiaomi smart homes. But last year Marvell CEO and president both left. Earlier, Marvell had laid off more than 800 employees in China. This situation must have a certain adverse impact on the Chinese market.
In the domestic field, Huawei has tried to produce IoT chips. In July 2016, Huawei Hisilicon revealed in public that its NB-IoT commercial chip will be the first to achieve mass production in Q4 this year, which will be the industry's first commercially available NB-IoT chip. In addition, its first national-level Internet of Things industry base will also land in Fuzhou.
Millet chip
From the practical point of view, Huawei has cooperated with a number of operators to complete smart meter reading, intelligent parking system demonstration and verification, and is talking about the license plate renovation project with the government. More brands are expected to join in the future.
To sum up the words of the industry, the chip business is a very burning field. Unless Xiaomi realizes the IPO in advance, it is difficult to get resources to support the development needs of the pine cone processor. Therefore, how to start the millet chip with late start and lack of stamina can catch up with the development of the industry and further observation is needed.
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