价格战提前打响？传联发科、高通Q2或下调5G SoC报价

姹紫嫣红网

2024-07-07 19:43:51

字体:标准
图源：AFP

作者：思坦

集微网消息，业内消息人士透露，主要5G手机AP供应商联发科和之间的价格战可能在今年第二季度提前打响，届时两者预计会将报价降低5-10%，不同产品线的降价率不同。

据《电子时报》报道，两家公司做此决定之际，中国智能手机供应商正在放缓对5G手机SoC的采购，以应对5G手机的高库存水平。为了加快5G智能手机的普及，以弥补中国市场销售疲软的局面，联发科和高通将别无选择，只能降低5G AP价格，以确保其在2022年的出货势头。

消息人士称，他们的新款5G手机AP报价可能会降至40美元以下，旗舰SoC将有机会被纳入低端机型，以刺激销售，因为在宏观环境不佳的情况下，消费者更关心手机的性价比，而不是功能。市场研究机构Counterpoint的估计，5G移动SoC的ASP很可能在2022年底滑到20美元。

该人士还指出，如果联发科和高通希望在2022年分别保持Dimensity 9000和dragon 8 Gen 1的一定发货规模，那么将两款旗舰移动SoC的价格降低到轻型旗舰甚至中高端产品的水平将是一个可以考虑的选择，尽管使用4nm工艺生产的两种AP的降价空间有限。

该人士强调，根据过去的记录，联发科和高通在任何一年进入价格战通常意味着该年的销售前景悲观。目前的市场状况是，大多数中国供应商的库存水平较高，高端5G机型的库存水平远远高于中端和入门级产品。

与此同时，由于旗舰手机市场几乎完全由和三星主导，联发科和高通很难指望中国手机供应商的旗舰SoC出货量有好的记录，但他们可以尝试打入三星的Galaxy S系列旗舰机型，以在2022年提振出货量。（校对/隐德莱希）

责任编辑：姹紫嫣红网：未经授权不得转载
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