Why did Qualcomm save Huawei?

Wall Street**'s Chinese ** report saidQualcomm, an American chip company, has tried to lobby its incumbent **** to lift chip sales restrictions on Chinese telecommunications equipment giant Huawei Technology Corporation。Otherwise, it could shift an eight-billion-dollar market to overseas competitors. <>

This process is the process of Qualcomm "saving" Huawei, but it is also the process of "saving" itself. In the end, no one will give up the huge immediate benefits. Huawei has been under attack by the United States**.

The most surprising thing is the cold sidelines of some international high-tech companies. Generally speaking, the business community is very sincere, even the competition between companies is very sincere. Compared to the political market, the relationship between the pros and cons of a business society is relatively simple, i.e., the term "interest".

There is no more sincere word in the world than the word profit, except sincerity itself. <>

Our country's demand for chips should not be underestimated, and the high-end chips designed by Qualcomm Technology in the United States were originally a rational international first-class chain system formed by the market, similar to the ecological balance in nature. But one of the simplest economic principles is that, in terms of profits, the union is broken. It is also feasible for Huawei to buy chips all over the world before making its own.

U.S. companies don't, and tech companies from other countries take advantage of the opportunity to control the domestic market, such as Qualcomm. <>

China's chip production technology is relatively immature. The gap between the top Chinese and international companies is huge. ButThe ultra-high voltage in the United States is a good opportunity for China's semiconductor industry

It has to be said that the lesson is profound. If the core technology and key components are not mastered by ourselves, we will become very passive. Fortunately, there is a dark war between international competition and giants in the chip industry.

In order to develop as quickly as possible, China has chosen a relatively advantageous way, choosing to focus on cost and enter the global industrial chain by virtue of this, rather than cultivating strong competitiveness of enterprises. Obviously, this approach is premature. This model can be used in the large-scale catch-up stage, but in the later stage, the weakness of the lack of core technology will undoubtedly be revealed.

Qualcomm will "save" Huawei because Huawei currently has no chips to use, and Qualcomm can sit on the ground and raise prices to expand its own interests to save Huawei!

Driven by interests, because there are huge orders between Qualcomm and Huawei, Huawei is not happy, and Qualcomm will also be affected.

Because as a business, it is all about profit. Maybe Qualcomm thinks that Huawei's development speed is too fast, and if it cooperates with Huawei, Qualcomm can also share the benefits.

In the incident of the United States pressuring Huawei, Huawei showed its strength, and Trump's so-called policy also made the whole world pay attention to Huawei, and now we don't need to worry about Huawei at all, and Huawei is no longer as difficult to deal with as before. The blockade from the United States, Huawei can easily solve it, and it must be false to say that there is no impact, and Huawei must have had a hard time at first. Although we support Huawei, we can't blindly ignore the facts.

However, as far as the current situation is concerned, there is another American company that is not doing very well, and this company is Qualcomm of the United States. Qualcomm's business is mainly the research and development and export of chips, I have to admit that Qualcomm's chips are one of the few in the world, and the strength is still quite strong, but great companies don't do great things, so this company doesn't seem to be very great.

Although Qualcomm has not targeted Huawei before, it still has a lot of experience in monopoly, and the patent fee can no longer be described as high. Later, there was the monopoly case, and the patent fee charged by Qualcomm was not a one-time payment, but was taken from each mobile phone sold. According to relevant sources, when the Snapdragon 845 processor was first launched, the commission of a mobile phone was about 500 yuan.

In the face of such a charging standard, Huawei seems to be unable to sit still, and directly threw out its own semiconductor technology, and the Kirin 810 processor that was just on the shelves not long ago slapped Qualcomm hard. You may ask, what does Qualcomm's chip export have to do with Kirin. After all, the Kirin processor is only used by itself, in fact, there is one point, HiSilicon and Qualcomm are in a competitive relationship, and the ** of a processor must change with the market, even if it has nothing to do with it, it must conform to the market.

60% of Qualcomm's chips are exported to China, and when HiSilicon has not yet risen, we have always been very uncomfortable being choked by Qualcomm, and even Lei Jun himself admitted that the import of Snapdragon 845 chips is too expensive. Later, the rise of domestic chips made Qualcomm panic, because of the Kirin chip, Qualcomm's consistent "domineering" attitude became a little helpless.

If China doesn't buy chips from Qualcomm, most of Qualcomm's chips will have nowhere to go. Take the mobile phone released by Xiaomi this time as an example, Redmi Note8Pro has taught Qualcomm a good lesson. Redmi note8pro uses MediaTek's processor, Qualcomm never thought that its big customers would give up on themselves when they said they would give up.

This is also to show its position, Qualcomm wants to continue to do this, sorry, then your chip exports will be greatly reduced, and you can still make some money, if it is too much, then don't think about making a penny. And Redmi's use of MediaTek's processor this time is also purposeful, and the main purpose is to drive the development of domestic chip companies.

Once MediaTek's chips enter the market as a whole, then there will be nothing to do with Qualcomm for domestic mobile phones

Definitely agree.

The United States wishes that Huawei would use Qualcomm's chips, and it is better to discard its own Kirin chips.

Agreed, you just need to pay the money, and there are royalties.

The United States suppressed Huawei, Qualcomm was not only not affected, but Qualcomm made a lot of money, because Huawei itself does not need to use Qualcomm's CPU, and now that Huawei HiSilicon has been sanctioned, Huawei may use Qualcomm's CPU

Qualcomm will not only not be affected, but will instead reap greater benefits. Because Huawei relies on its own Kirin chip, Huawei Yishi Kirin chip, can not carry out independent production, then can only choose Qualcomm processor or MediaTek processor, which is undoubtedly for Qualcomm. It's a big perk.