E Analysis: From the composition of vivo X30 components, analyze the significance of the joint research and development of chips by mobile phone manufacturers

In December last year, vivo released the flagship X30 series. As the flagship mobile phone for taking pictures, the vivo X30 does not have a lens that makes up the number. It is also equipped with the Exynos980 chip developed by vivo and Samsung, and supports dual-mode 5G. What is the significance of vivo and Samsung’s joint development of chips for the industry? Next, we will briefly discuss it by analyzing the components of vivo X30.

E Analysis: From the composition of vivo X30 components, analyze the significance of the joint research and development of chips by mobile phone manufacturers

vivo X30 hardware configuration

SoC: Samsung Exynos980丨A77 architecture丨8nm process

Screen: 6.44 inches丨Super AMOLED screen丨2400×1080丨The screen ratio is 85%

Storage: 8GB RAM + 128GB ROM

Camera: 64MP main camera + 8MP wide-angle macro camera + 32MP portrait camera丨32MP front selfie camera

Battery: 4250mAh lithium polymer battery

Features: Liquid cooling | Samsung Exynos980 | 33W fast charge

Device Analysis Instructions

Before starting the analysis, some concepts and problems of component analysis need to be explained. We purchase the machine through the official open channels of the market. Each product may have different suppliers for the same component. We shall purchase the dismantled machine as the standard.

In the process of component analysis, new products may encounter situations where the brand or specific model cannot be identified, and these components account for about 10%; the cost estimate is determined based on the component database, and some Market research is used to make corrections, but there are many factors that affect the cost of components. For example, the number of manufacturers purchasing from suppliers will also change the unit price of components, so the error in cost estimation will also have an error of about 10%.

Therefore, the estimated cost of components is for reference only, and will be different from the actual cost.

Device Analysis

E Analysis: From the composition of vivo X30 components, analyze the significance of the joint research and development of chips by mobile phone manufacturers

The above picture mainly lists the main components of vivo X30. We estimate the cost of the whole machine to be US$227.02, the total cost of the main control is US$104.38, and the main control components account for about 46% of the cost of the whole machine.

In addition, it can be seen from the BOM table that the main components of the vivo X30 are provided by Samsung, in addition to the chips, memory, screen, camera sensors, etc. listed in the table, as well as NFC chips and power modulators are also provided by Samsung. Compared with the full set of solutions using Qualcomm, the total cost of master control using Samsung’s solution is greatly reduced.

Previously, when we dismantled the NEX 3 5G, the supply of internal parts was highly dependent on Qualcomm, but the internal parts supply of the vivo X30 dismantled this time has no shadow of Qualcomm at all. After vivo cooperated with Samsung to develop chips, the internal main control components of the vivo X30 Most are provided by Samsung.

E Analysis: From the composition of vivo X30 components, analyze the significance of the joint research and development of chips by mobile phone manufacturers

The whole vivo X30 contains 1408 components, Japan provides 1125 components, accounting for 79.9% of the total, the number of components accounts for the highest proportion, and the cost accounts for 9.6%; the main area is devices.

South Korea provides 15 components, accounting for 1% of the total, with a cost share of 66.5%, with the highest cost share. The main areas are processors, flash memory, screens, and camera sensors.

China provides 205 components, accounting for 14.6% of the total, and 17% of the cost. The main area is non-Electronic devices and connectors.

The United States provides 53 components, accounting for 3.8% of the total, and the cost accounts for 5.4%. The main area is IC.

Other countries and regions provide 10 components, accounting for 0.7% of the total, 1.5% of the cost, and the assembly cost is $3.8.

We have sorted out the top 5 components in terms of cost. The main chip, memory RAM and flash ROM, screen, and camera modules are all from Samsung. Therefore, although only 15 components in vivo X30 are from South Korea, they account for 66% of the total cost. .5%.

It can also be seen from the above figure that with the development and progress of 5G technology, the cost of related components is gradually decreasing. The cost of Samsung’s integrated 5G baseband chip is only $42, and the cost of Qualcomm’s mid-range integrated chip is also around $40. The cost of the external baseband alone for the first generation of 5G mobile phones is as high as 35 US dollars. In addition, the cost of the chip is very high. Now the price of 5G mobile phones can reach about 2,000 yuan, which also proves the maturity of 5G technology. Rapid spread.

Summarize

Since chips are a capital- and technology-intensive industry, a chip can only be born after multiple steps such as design, tape-out, packaging and testing, and mass production. Most terminal manufacturers purchase products or technical solutions from the upstream supply chain in combination with market and consumer demand.

vivo breaks the traditional model and changes the previous situation where the upstream product definition and downstream market demand are separated. For chip manufacturers, it can obtain direct market and consumer demand feedback from terminal manufacturers; for terminal manufacturers, it can obtain better performance and Market consumers are more targeted chip products. Compared with blind self-research, the advantage of this is that it can maximize the use of limited resources and achieve targeted cooperation with chip manufacturers.

It is reported that in the process of joint research and development, vivo has contributed more than 100 camera-related features and technologies to the Samsung platform, involving algorithms, dual-camera, and triple-camera system channel design. Due to vivo’s participation in the research and development of Exynos 980, the overall development progress has been advanced by 2-3 months, effectively shortening the 5G industry cycle.

The in-depth joint customization of the Exynos 980 by vivo and Samsung has gained a time window advantage in the 5G strategy for the new generation of vivo’s flagship terminal X30. Thanks to the dual-mode 5G SoC and AI performance of the Exynos 980, the overall competitiveness of the vivo X30 products is also guaranteed.

Author: Yoyokuo