Core Viewpoint - The article discusses the trend of Chinese manufacturers, particularly Lenovo, moving towards self-developed chips, highlighting the upcoming Yoga Pad Pro with a custom SoC [4][6]. Group 1: Chip Development - The new SoC features a 10-core layout manufactured using TSMC's 5nm process [2][6]. - The SoC architecture is based on Arm64-v8a ISA, with a configuration of 2+2+3+3 cores, and the highest core frequency reaching 3.29 GHz [5][6]. - The GPU used in the SoC is the Arm Immortalis G720, which is also utilized in MediaTek's Dimensity 9300 and 8400 SoCs [6]. Group 2: Market Strategy - Lenovo's Yoga Pad Pro is expected to be targeted primarily at the Chinese market as a 2-in-1 hybrid device [4][6]. - The decision to invest in custom chips for a relatively small market is seen as noteworthy, given Lenovo's primary focus on PCs and laptops [4][6]. - Despite U.S. sanctions, Lenovo and Xiaomi have not faced significant setbacks, allowing them to continue sourcing advanced chips from TSMC [6]. Group 3: Industry Context - The push for self-developed chips aligns with China's goal to reduce reliance on Western technology [6]. - A significant barrier for China's semiconductor industry has been the limitations of SMIC, which has been confined to 7nm technology for years [6].

Core Insights - The global smartphone chip market is experiencing shifts in market share among key players, with MediaTek leading in Q2 2023 and projected to maintain a strong position through Q4 2024 [4][5] - Apple is expected to see an increase in chip shipments in Q4 2024 due to the launch of the A18 series [6] - Qualcomm's chip shipments are projected to decline slightly in Q4 2024, but revenue growth is anticipated due to strong demand in the high-end market [6] Market Share Overview - MediaTek's market share is projected to fluctuate from 31% in Q2 2023 to 34% in Q2 2024, with a peak of 41% in Q1 2024 [4] - Apple's market share is expected to decrease from 19% in Q2 2023 to 13% in Q2 2024, with a rebound to 23% in Q4 2024 [4] - Qualcomm's share is forecasted to drop from 29% in Q2 2023 to 30% in Q2 2024, but will decline to 21% by Q4 2024 [4] - UNISOC is projected to increase its share from 14% in Q2 2023 to 15% in Q2 2024, maintaining a steady presence [4] - Samsung's market share is expected to remain low, fluctuating between 4% and 6% throughout the forecast period [4] Company-Specific Developments - MediaTek is set to increase overall shipments in Q4 2024, driven by the launch of new high-end chips and stable LTE chip shipments [6] - Qualcomm anticipates a slight decline in shipments but expects revenue growth from the Snapdragon 8 Elite, which is in demand among multiple smartphone brands [6] - Samsung's Exynos chip shipments are expected to remain stable, with growth in specific models like Exynos 2400 and Exynos 1480 due to new product launches [6] - UNISOC is expanding its presence in the low-end market, benefiting from the adoption of its LTE chips by leading manufacturers [6]