Qualcomms embarrassment, the pressure of many parties tear the future direction?

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 Qualcomms embarrassment, the pressure of many parties tear the future direction?


Under the pressure of many parties, Qualcomms future direction deserves attention. Qualcomm is the main supplier of ZTE. Research Institute IHSMarkit data show that last year ZTE mobile global shipments of 46 million 400 thousand, more than half of the use of Qualcomm Xiaolong chip. ZTEs main mobile phone uses Qualcomm Xiaolong 820 and 617 chips. Qualcomm earned $22 billion last year. CounterpointResearch analysts told the author that if the price of each chip is $25, Qualcomms income from ZTE will be close to $500 million. Canalys, another research firm, predicted that Qualcomm accounted for more than 65% of ZTEs mobile phone chips. But the loss of business is not all of the impact. The technical commanding point occupied by Qualcomm has made it the most likely target in the Sino US trade frictions, especially in the tuyere of Chinas vigorous development of 5G technology. The enterprise represented by HUAWEI and ZTE is becoming the world champion. This makes Qualcomm in a rather awkward position. On the one hand, in the Chinese market, Qualcomm faces competition from local enterprises. On the other hand, many Chinese mobile phone manufacturers still rely highly on Qualcomm chips. Not only that, American operators also need to carry high - pass chip phones, and if ZTE cant use high - pass chips, it means that ZTE will be hard to sell through American operators. Since ZTE accounts for about 1/4 of the US mobile phone market, operators will also face difficulties. Canalys, an analyst at Canalys, told the author: ZTE, HUAWEI and American operator AT&T have been keeping a good partnership before. If you want to cut off the links with HUAWEI and ZTE, the operators are not going to have to do it. A more significant impact is that Qualcomms acquisition of NXP440 billion dollars remains to be approved by Chinese regulators. Chinas Ministry of Commerce has expressed concern about the acquisition and finds it difficult to meet the requirements of antitrust regulation. Qualcomm withdrew its takeover proposal last Monday and has redeclared it. This year, Qualcomm has been faced with a series of troubles such as the malicious acquisition of Broadcom. In the past three months, the stock price has fallen by nearly 20%, and its market value is about 82 billion US dollars. PaulJacobs, the former founder of the Qualcomm group, is considering the privatization process of the company. Last month, ARM, a chip company insider, revealed to the author that Jacobs is negotiating with strategic investors and sovereign wealth funds, hoping to privatize the company. But Jacobs owns less than 1% of Qualcomm shares, which means Jacobs needs to raise large amounts of money for privatization. Considering that this is a huge sum of money, the process of privatization of Qualcomm will not be completed soon, which is a long-term process. MoorInsights&Strategy founder PatrickMoorhead told the author. Last year, Apples lawsuit against intellectual property rights also hurt Qualcomm. Apple is reluctant to pay the core wireless technology patent fees to Qualcomm again, while Qualcomm is asking China to ban all apple iPhone phones that use high pass wireless communications technology. Historically, Qualcomm has always maintained a strategy of winning by patents. In the first quarter of this year, Qualcomm reported that pre tax revenue from patent licensing was $887 million, down 42% from a year earlier, mainly because the Apple Corp did not pay patent fees, and Apple product related patent costs were up to $740 million. Qualcomm chip sales business has thus exceeded patent licensing business and has become the most important source of revenue for the company. In recent years, China is developing local semiconductor and chip manufacturing industries to reduce its dependence on overseas chip manufacturers. Although in the short term, the lack of the supply of high-end overseas chips will impact the Chinese market, but in the long run, China will develop its own high-end chip products. Source: first financial responsibility editor: Bai Xin _NT4464 Last year, Apples lawsuit against intellectual property rights also hurt Qualcomm. Apple is reluctant to pay the core wireless technology patent fees to Qualcomm again, while Qualcomm is asking China to ban all apple iPhone phones that use high pass wireless communications technology. Historically, Qualcomm has always maintained a strategy of winning by patents. In the first quarter of this year, Qualcomm reported that pre tax revenue from patent licensing was $887 million, down 42% from a year earlier, mainly because the Apple Corp did not pay patent fees, and Apple product related patent costs were up to $740 million. Qualcomm chip sales business has thus exceeded patent licensing business and has become the most important source of revenue for the company. In recent years, China is developing local semiconductor and chip manufacturing industries to reduce its dependence on overseas chip manufacturers. Although in the short term, the lack of the supply of high-end overseas chips will impact the Chinese market, but in the long run, China will develop its own high-end chip products.