Are there any similarities and differences among Intel, AMD, MediaTek, Qualcomm, Samsung and TSMC?

Qualcomm, Apple and Huawei handed over the designed processor scheme to TSMC for production, but it doesn't mean that TSMC, which has no design ability, will only order production, just because TSMC doesn't have its own brand products, and the chips he designed and manufactured, such as Qualcomm, Apple and Huawei, which have their own processor design ability, will not use TSMC's design, so TSMC simply "improves the production process" with peace of mind, 40 nm, 28 nm, 14 nm and 650 nm. . . Gradually improve the process level to meet customers. If your process level can't meet the customer's design requirements, such as TSMC can't meet the process requirements of Apple and Huawei 10 nm processors, then the list will be taken away by Samsung.

MediaTek and Samsung belong to the same category and have their own design capabilities and production lines. Samsung not only OEM processors for others, but also produces processors for its own mobile phones. MediaTek also has design and production capacity, but MediaTek mainly serves low-end customers and grabs Qualcomm's market share in the low-end market.

Generally speaking, Samsung, Apple, Huawei and other companies with strong technology and numerous patents will not use the "finished products" of Qualcomm and MediaTek (some low-end products of these three companies will use Qualcomm's CPU); However, people like Xiaomi, OPPO, vivo, Meizu and so on. Without the ability of CPU research and development, you can only design your own mobile phone around other people's CPU, while the design ideas of high-end enterprises are completely opposite; It's like building an airplane. When you don't have your own engine, you can only design an airplane around the performance of the engine. If the engine in your hand can't support the plane to cruise at supersonic speed, then you can't build a supersonic cruise plane. In order to make the F-22 reach the "4S" standard, the United States specially developed a vector engine to match the aircraft design, and the two judged each other. This is the difference between mastering the core technology or not. So there are basically two mobile phone camps: Samsung, Apple, Huawei and "Others".

What's more, at present, the design and manufacturing industries in the world have a reasonable division of labor, and both sides have scruples and perform their duties, and are almost unwilling to "kick other people's jobs", such as the relationship between Qualcomm, Apple, Huawei and TSMC. The first three industries all have the ability of cross-foot manufacturing, and TSMC also has the ability of cross-foot design, but both sides have a tacit understanding-leave each other a bowl of rice to eat.

However, it is hard to say how long this tacit understanding can last. For example, Samsung designed and produced it itself, and Samsung knew that it had gone too far. Therefore, many of his products will also use some Qualcomm chips to try to maintain a stable business relationship. Although Qualcomm is very unhappy with Samsung, he has not torn his face, and will still give some CPU lists to Samsung for OEM. Apple hates Samsung most, not only because of its direct competitors, but also because of Samsung's advantages in OEM and TSMC's insufficient production capacity, forcing Apple to hand over some processor and flash memory orders to Samsung for OEM. Therefore, Samsung has always held the number one position in the global smartphone, holding down Apple and Huawei, and the most important point is production capacity. Apple and Huawei often fail to keep up with shipments, mainly because of TSMC's "production capacity". Although TSMC has built a large wafer factory in Nanjing, it has not yet been built.