SOC 3rd for modern tablets/smartphones

Before you enter the main subject, please see the slide of the keynote speech at Arm Technology Symposia Tokyo 2013 held in Tokyo on December 6 (Figure 1).This is the expectation of how mobile products will develop in the future by price.

The current situation is 2013, but this year has not yet ended, so the quantitative data will be up to the previous year (2012).

Considering this based on this, it can be seen that high -end, that is, products with a final product price of over $ 400, will not be significant in the future, and that the price range of $ 200-350, which is below it will fluctuate.

This middle range, for example, "Nexus 4" is $ 199 for 8GB and $ 249 for 16GB, which is here.In other words, it is judged that this class grows large.Of course, the most extended thing is a low -end product of less than $ 150.

In fact, this development is a bit more detailed in the presentations that ARM is for investors.The presentation was released in the third quarter of 2013 (October 2013), but as mentioned earlier, the market is based on 2012, as the aggregation in 2013 has not yet been completed.

Figure 2 is the first of the SOC product prices and sales quantity predictions for each market.The premium here, that is, the high -end of over 300 million units in 2012 and 400 million in 2017, so it has a very high level of growing.On the other hand, the middle range is more than 500 million in 2017, despite the less than 200 million units in 2012..It is 5 times the growth.In addition, the entry level, that is, the low end, has more than 4 times the 200 million units, more than 800 million units.

Figure 3 shows the composition a little more in detail.The “Voice ONLY”, that is, the mobile phone that can only do calls and SMS is still a huge market with 710 million units, but the feature phone, which was up to the top, was an entry -level smartphone by 2017.It is ARM's view that it is absorbed.

[Apology and correction] At the first appearance, I corrected it because there was an error in the sales quantity prediction in the text.

By the way, the Qualcomm and Samsung SoCs introduced last time are positioned from the middle range to the premium in Fig. 3.Figure 2 shows the chip price of each SoC,

It is presumed.However, this is the price in 2017, and the current situation is a little more expensive,

That kind of place.However, there is no fixed price in the SOC price.This is because it is a relative trading basis that changes the price according to the order quantity, but I have heard of more than $ 40 for high -end SoCs.In general, around 5%of the last price of the product is the price of the SOC price, so you can imagine the approximate SoC price from the price of the smartphone.

It is difficult to make a $ 100 smartphone with Snapdragon, which was used last time, because it is currently worth the price of $ 5 even in the Snapdragon 200 series.do.In this area, the story will change when the cost decreases due to the miniaturization of the process in the future, but in fact, the miniaturization of the process is not much affecting the cost.The initial investment is too enormous, and the cost of collecting it is exceeding the cost reduction due to processing.It is difficult to create such a middle range to a low -end SoC without fundamentally changing the way of thinking.