At present, after Kirin withdraws from the lake, MediaTek will be the biggest beneficiary.
Huawei has always cooperated closely with MediaTek. Since the second quarter of this year, Huawei has increased its 5gsoc orders to MediaTek, and Huawei has become the largest mobile phone manufacturer with the largest shipment volume of 5g chips of MediaTek Tianji 800 series. In addition, according to media reports, Huawei and MediaTek signed a large new chip purchase order, with a total order of more than 120 million mobile phone chips.
If we take Huaweis forecast of 180 million mobile phones in a single year in the past two years, the market share of MediaTek is more than 2 / 3.
Moreover, according to DIGITIMES research, Huawei may start to purchase the high-end 5gap of MediaTek in the second half of 2020 and 2021.
Although Samsung can also be considered, Samsung is not only an opponent, but also has a small output of exynos. Affected by the international situation, its attitude is very ambiguous, and it may be difficult to take over.
The biggest question is whether Qualcomm can take orders? Although, Huawei recently reached a patent settlement with Qualcomm for $1.8 billion, which shows that Huawei has made a clear distinction in the current chaotic situation. However, it was clearly mentioned in the financial report meeting that at present, there is no substantial business relationship between Huawei and Qualcomm, and the performance expectation of MSM (Smartphone processor with baseband) given by Qualcomm does not include Huawei.
Although in business, Qualcomm should not miss this big customer. However, the follow-up progress depends on the lobbying power of Qualcomm and the future cooperation with Qualcomm.
(proofread / nanana)
Extended reading: Tencent, Huawei and Alibaba enter the top 10, with $8 billion a year tempting Qualcomm to sell chips to Huawei. Zhang Rujing, founder of Netcom SMIC international, said that the United States has no strong restriction on China. The sponsor responded. Source: jiwei.com editor in charge: Liu Fei_ NBJS10390