Kang Zhao: the most urgent thing for Huawei’s Kirin chip to be lost is Qualcomm

Recently, Yu Chengdong, CEO of Huawei’s consumer business, publicly said that mate 40 series will be released as scheduled in September, carrying Huawei Kirin 9000 series chips, but this will be the out of print Kirin chip, because the US ban on Huawei chip supply will take effect on September 15, and there will be no Kirin flagship chip after that. Yu Chengdong also said that Huawei’s mobile phones ranked first in the world in the second quarter of this year, but if there were no sanctions, it would be far ahead of the first in the past year. But now the chips can’t be produced, which is very difficult. In the eyes of many people, this seems to indicate the end of Huawei’s mobile phone. However, Kang Zhao, chief editor of caijing.com, has a different development. He said: “Huawei’s mobile phone has no chips, but what can I worry about? Not to cry. ” < p > < p > in his opinion, Yu Chengdong meant that he was taking the opportunity to promote mate 40 and use Huawei Kirin chip. The performance would be particularly good. Everyone came to buy it quickly, but it was misunderstood. < / P > < p > If Huawei does not have a mobile phone chip in the future, Huawei will not say at all. After all, what Yu Chengdong said is that there is no Kirin chip, not no chip. < / P > < p > even if TSMC can’t produce chips for Huawei, Huawei can still buy chips. What the United States says is that Huawei is not allowed to buy chips from the United States. In that case, Samsung, MediaTek and Ziguang zhanrui can also be purchased. < / P > < p > as for the thousands of employees related to Kirin chips, let alone worry about unemployment, they must have received secret tasks and may have begun to study how to make chips. < p > < p > he explained that when the company was in a hurry, it was not angry with Huawei, but with the United States, because according to media reports, the company was calling for the lifting of restrictions on the company’s chip sales to China, and warned that the relevant US ban on Huawei might cede the US $8 billion market to its overseas competitors. < p > < p > in the 2016, 2017 and 2018 fiscal years, Chinese customers accounted for 57%, 65% and 67% of the total revenue of Qualcomm, while Korean customers accounted for 17%, 16% and 14% respectively, which means that Chinese and Korean enterprises are supporting Qualcomm, and Huawei is also one of the important contributors of Qualcomm’s revenue, and it needs to buy several billion dollars of Qualcomm chips a year. < / P > < p > in the long run, if Huawei no longer buys Qualcomm chips, it will naturally turn to MediaTek, which means that it will cultivate its competitors. In addition, oppo and vivo may follow Huawei’s example in the future, marginalizing or even crowding out Qualcomm. < / P > < p > there is also the issue of patent fees. Huawei has just settled with Qualcomm and paid US $1.8 billion in patent fees. If the two sides break up, the company will no longer get this kind of income. According to the estimation, the patent fee that Qualcomm collects from China is as high as 20 billion yuan a year. Yueshang group has become the third social e-commerce service platform listed in China after being gathered in pinduoduo

Author: zmhuaxia