Huawei’s chip is facing a major turn for the better? Qualcomm is allowed to resume the supply, and the global mobile phone shipment volume has been reversed by Samsung

Xinhua news agency, Beijing, November 14! On the evening of November 13, a reporter from China Securities News learned from Huawei mobile phone supply chain company that recently, Qualcomm has been allowed to supply 4G chips to China. Reporter to China for confirmation, as of the time of publication, Huawei did not respond. On November 4, U.S. time, Qualcomm said in its fourth quarter earnings report that it had received $1.8 billion in patent fees paid by Huawei. According to media reports, after the release of the financial report, Qualcomm confirmed that it had applied to the U.S. Department of Commerce for the supply license to China, but it has not been approved. < p > < p > affected by the U.S. sanctions, Huawei’s chip supply has encountered difficulties, especially the mobile phone chips are out of stock. On September 23, Guo Ping, Huawei’s chairman in office, said in an interview with the media: “Qualcomm has always been an important partner of Huawei. In the past decade or so, we have been purchasing chips from Qualcomm. If we notice that they will apply to the U.S. government for a license to make a mobile phone, I would be happy to apply to the U.S. government for a license to manufacture the chips. ” < / P > < p > the lack of mobile phone chips has an impact on Huawei’s shipment. According to canalys, a market research organization, Huawei shipped 51.7 million mobile phones worldwide in the third quarter, a year-on-year decline of 23%, ranking the second and being overtaken by Samsung. According to Lei Tao, an industry analyst at TMT of deppon securities, recently, many companies in the industry chain have disclosed that they are resuming supply to Huawei, and it is reasonable that Qualcomm is allowed to supply Huawei. However, at present, only 4G products are resumed, which can not solve Huawei’s core problems. If Qualcomm is allowed to supply 5g chips, it will be a great benefit to Huawei’s mobile phone business. < p > < p > on November 9, China Thailand securities issued a research report, saying that with the third wave of sanctions in the United States coming into effect, Huawei’s chip supply is facing severe challenges. However, a number of suppliers have recently obtained permission from the United States to supply to China. < / P > < p > from the perspective of domestic market, the proportion of 5g mobile phone shipment has continued to increase. On November 13, China Academy of communications and communications released a report showing that in October, the total volume of domestic mobile phone market was 26.153 million units, a year-on-year decrease of 27.3%; from January to October, the total volume of domestic mobile phone market was 252 million, a year-on-year decrease of 22.1%. In October, the domestic market shipped 16.76 million 5g mobile phones, accounting for 64.1% of the same period. < p > < p > in September, canalys predicted that nearly 60% of the 5g smartphone shipments in the Chinese market would cost less than $400 by 2021, and the penetration rate of China’s 5g mobile phone shipments in the overall market in the next 12 months will reach 83%. People from Huawei’s mobile phone supply chain company said that although 5g mobile phones are mainly used in China’s market, 4G mobile phones are still dominant in overseas markets. The approval of Qualcomm to supply 4G chips to China is a positive signal for Huawei and the supply chain. According to the forecast of canalys, the market share of Greater China will reach 62% and that of other regions will be about 38% in 2020. Continue ReadingIqoo5 series debut strength interpretation of “120 super full mark flagship”

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