No one thought that Qualcomm, MediaTek and TSMC are now “pitying each other for the same disease.”

In the field of mobile chips, Qualcomm, MediaTek and TSMC can be said to be the three giants. The former are chip R & D enterprises, and many mobile phone manufacturers around the world use their processors. The latter are chip processing enterprises, occupying half of the global market. < p > < p > for example, Huawei uses chips from Qualcomm and MediaTek, and almost all hisilic chips developed by Huawei are produced by TSMC, while Apple uses Qualcomm baseband, and the series a developed by Huawei is also handed over to TSMC for production. However, no one would have thought that such three giants, Qualcomm and MediaTek TSMC, are now “in the same boat”. The reason for this is due to the influence of US policies. < / P > < p > as we all know, in 2019, the United States included Huawei in the so-called entity list, and prohibited relevant enterprises such as Qualcomm and Google from exporting chips and technologies to China. < / P > < p > affected by the power cut, Huawei directly gave up the high pass chips and used more self-developed Hisilicon chips and MediaTek chips, resulting in a serious decrease in the proportion of Qualcomm chips in Huawei’s equipment, from the original 26% to about 6%. < / P > < p > not only that, domestic oppo, vivo, Xiaomi and other manufacturers have also given up the chip of Qualcomm and wantonly adopted the chip of MediaTek, especially in the low-end mobile phones, the chip of MediaTek Tianji 800 series is more popular than that of snapdragon 7 series. < / P > < p > however, the snapdragon 690 processor listed by Qualcomm has not been popular in China. However, as soon as the MediaTek Tianji 720 processor was launched, oppo launched a new machine for the chip, and Xiaomi and other manufacturers also purchased a large number of the chip. < / P > < p > it is precisely because domestic manufacturers have given up on Qualcomm chips that the proportion of Qualcomm chips in China has been seriously reduced, from 48% in 2019q4 to 32.8% in 2020q1. At the same time, the net profit of Qualcomm has also decreased by 29% year-on-year. < / P > < p > as a result, Qualcomm lobbied the US government again and issued a warning to restrict the shipment to China, which not only failed to stop Huawei from moving forward, but also gave up $8 billion of the market. However, the ban has not been lifted so far. < p > < p > it is understood that the inability to use Qualcomm chips has little impact on Huawei. After all, Huawei can develop its own chips and purchase other third-party chips. As a result, in May this year, the U.S. suddenly changed rules to strictly restrict Huawei’s use of U.S. technology to develop and manufacture chips. However, TSMC has also made a statement in mid July and has no plan to continue to supply China after September 14. Huawei Yu Chengdong also said that Huawei chips have been out of stock recently, and Kirin high-end chips may be out of print. < / P > < p > the loss of Huawei is also a heavy blow to TSMC. After all, Huawei is its second largest customer and is still growing rapidly. TSMC itself has been trying to solve the supply problem, but it does not want to lose Huawei. < / P > < p > however, in the middle and late August of this year, the U.S. revised the rules again, and the finished chips developed and produced by using U.S. technology or equipment also need to obtain U.S. license to ship to China. < / P > < p > you should know that before that, the proportion of MediaTek chips in Huawei’s equipment has been increasing. There are even reports that Huawei has ordered 120 million chips from TSMC, which is undoubtedly a big order for MediaTek. < / P > < p > the most important thing is that with Huawei’s drive, it is almost no problem for MediaTek 5g chips to rush into the high-end market. Now, the United States has revised the rules, and MediaTek responded that it would comply with relevant international trade laws and regulations. Older posts →