In the semiconductor industry in the field of science and technology, the innovation of chip technology and the change of market pattern have always been the focus of the industry. Recently, supply chain source DigiTimes broke the news that Nvidia (NVIDIA) is deepening its cooperation with MediaTek, planning to launch AI PC chips in the second half of 2025, and is also developing an AI mobile phone chip. This cooperation is not only expected to reshape the competitive landscape of the AI mobile phone chip market, but also may trigger a series of chain reactions to promote technological progress and market changes in the entire semiconductor industry.
Background of cooperation between NVIDIA and MediaTek
As a world-renowned graphics processing unit (GPU) manufacturer, NVIDIA has always occupied a leading position in the field of AI technology. Its GPU performs well in handling complex AI computing tasks, providing powerful computing power support for the development of AI. MediaTek, on the other hand, is a leader in the field of communication and consumer electronics chip design, with a broad customer base and rich technical experience in the mobile chip market. The cooperation between the two parties can be described as a strong alliance, aiming to combine their respective technical advantages to jointly develop the AI mobile phone chip market.
The technical details and market potential of cooperation
According to supply chain source DigiTimes, Nvidia and MediaTek plan to launch AI PC chips in the second half of 2025, which are expected to use TSMC's 3nm process and ARM architecture. This advanced process technology and architecture design will enable the chip to reach a new level of performance and power consumption. At the same time, the chip will combine MediaTek's expertise in the field of custom chips with NVIDIA's powerful graphics computing capabilities, and the market is looking forward to its performance. In addition, Nvidia and MediaTek may also release an AI smartphone chip, which will further expand their footprint in the mobile market.
With the continuous development of AI technology, the market demand for AI mobile phone chips continues to grow. According to Counterpoint Research, the peak AI computing power level of flagship smartphone chips will continue to rise, and is expected to reach more than 60TOPS (trillion operations per second) by 2025. This growth trend reflects the continuous progress of mobile phone chips in AI computing capabilities, providing strong hardware support for the development of AI mobile phones. The cooperation between NVIDIA and MediaTek is expected to launch chip products with higher AI computing power to meet the needs of the market under this trend.
Figure: Nvidia is deepening its cooperation with MediaTek to develop AIPC chips and mobile phone chips
Qualcomm's market position and challenges
As the leading manufacturer in the current Android camp, Qualcomm's position in the AI mobile phone chip market should not be underestimated. Qualcomm's Snapdragon series chips, with their excellent performance and stable quality, have won the favor of many mobile phone manufacturers. However, with the deepening of the cooperation between Nvidia and MediaTek, Qualcomm may face unprecedented challenges. In the process of cooperating with Nintendo to develop Tegra chips, NVIDIA has accumulated rich experience in low-power GPU design, which provides a solid technical foundation for its entry into the mobile market. MediaTek's extensive influence in the mobile chip market will give this new product the opportunity to quickly occupy the market.
Market impact and future prospects
The cooperation between NVIDIA and MediaTek will not only intensify market competition, prompt other chip manufacturers to increase investment in AI technology research and development and product innovation, and promote the development of the entire industry. At the same time, the cooperation is expected to break Qualcomm's monopoly in the Android camp and bring more choices and innovation to the market. This will help mobile phone manufacturers reduce costs and improve product competitiveness, and will also bring consumers more diversified product choices and better user experience.
Looking ahead, the collaboration between NVIDIA and MediaTek may spark more technological innovation and drive significant changes across the industry. Whether it's a smartphone or a PC, users will enjoy more intelligent and personalized products in the future. The upcoming Computex 2025 exhibition will also become an important platform for the two companies to showcase their technological strength and market strategies, attracting close attention from global technology enthusiasts and industry professionals. As the show approaches, the market is looking forward to new products, and many are looking forward to seeing how the two companies can combine each other's technologies to create amazing products.
In short, the cooperation between Nvidia and MediaTek is an important attempt in the field of technology and will have a profound impact on the AI mobile phone chip market. We look forward to the fruitful results of this cooperation, which will bring users more high-performance and intelligent chip products, and also inject new vitality into the technological progress and market development of the entire semiconductor industry."
