Huawei has no chips available? Kang Zhao: the most urgent thing is not Huawei, but Qualcomm

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Sina science and technology news on the afternoon of August 9, Kang Zhao, editor in chief of the operator caijing.com, said in a micro blog, “Huawei’s mobile phone has no chip, but what can I panic about? Not to cry. ”
According to Kang Zhao, Huawei can’t be without chips because TSMC can’t manufacture chips for Huawei. Huawei can also buy chips. The United States just won’t let Huawei buy chips from the United States. To put it bluntly, it can’t buy chips from Qualcomm, Intel and Broadcom. However, it’s not only American companies that make chips. Samsung, MediaTek and Ziguang zhanrui all make chips and sell mobile phones It’s OK to buy their chips. Huawei won’t be short of chips. It’s just that it can’t use the Kirin chips developed by Huawei itself, because there are no chip companies to OEM Kirin chips.
In another micro blog, Kang Zhao further explained his view, saying that “Huawei just said that there were no chips available for Huawei, but it was not Huawei but Qualcomm that was really in a hurry.”
“When the company is in a hurry, it is not angry with Huawei, but with the United States.” According to media reports, the company called for the lifting of its restrictions on the sale of chips to Huawei. The U.S. ban on Huawei could cede a $8 billion market to its overseas competitors, the company warned.
In addition, Kang Zhao said that the patent fees collected by Qualcomm from China in a year amount to more than 20 billion yuan, which is equivalent to net profit, because there is no cost. If the money is gone, it will be even more troublesome for Qualcomm. “Therefore, the most urgent thing is not Huawei, but Qualcomm.”
The following is the full text of Kang Zhao’s microblog:
It’s just said that Huawei has no chips available, but it’s not Huawei that is really in a hurry. It’s Qualcomm. It’s very funny. 1. Two days ago, Yu Chengdong, CEO of Huawei’s consumer business, lamented at an industry conference that Huawei had no chips available. He originally wanted to call on domestic enterprises to unite quickly and speed up the development of the chip industry. Unexpectedly, the voice of the company did not fall, and the company was in a hurry.
2. It’s not Huawei that makes a fuss, but a quarrel with the United States. According to media reports, the company called for the lifting of the company’s restrictions on the sale of chips to Huawei. The U.S. ban on Huawei could cede a $8 billion market to its overseas competitors, the company warned.
3. It’s not surprising that Qualcomm said these things. Because first of all, China’s market share of Qualcomm is too high. In the fiscal year of 2018 before the U.S. tossing Huawei, the revenue of Chinese and Korean customers accounted for 67% and 14% of the total consolidated revenue of Qualcomm, respectively, which were US $15.149 billion and US $3.175 billion, respectively; in fiscal year 2017, Chinese and Korean enterprises accounted for 65% and 16% of the total revenue of Qualcomm respectively; in fiscal 2016, China and South Korea accounted for 57% and 17% of the total consolidated revenue, respectively. To put it bluntly, it is China’s mobile phone companies and South Korea’s Samsung, LG and other mobile phone companies that support Qualcomm.
Second, Huawei itself accounts for a large proportion of Qualcomm’s business income. Huawei’s chips used to be used in low-end mobile phones were all from Qualcomm. Only high-end mobile phone chips used to be Hisilicon. Huawei has to buy several billion dollars of chips from Qualcomm a year. If Huawei is forbidden to buy high-tech chips, it will be a disaster for the company.
4. Moreover, the long-term effect is also very unfavorable for Qualcomm. If Huawei doesn’t buy the chips from Qualcomm, it will naturally buy the chips of enterprises like MediaTek, which means that it has cultivated its competitors with money and market. What’s more, if Huawei doesn’t buy Qualcomm chips, oppo, vivo and other enterprises will follow suit sooner or later, and then Qualcomm will become more and more insignificant.
5. Patent fees are also a problem. Not long ago, Huawei and Qualcomm have just reached a settlement and agreed to pay US $1.8 billion in patent fees. If Huawei does not buy any more Qualcomm chips, then $1.8 billion will be the final royalty paid by Huawei to Qualcomm, which will not be collected by Qualcomm in the future.
According to the estimation, the patent fee collected by Qualcomm from China in a year is as high as 20 billion yuan, which is equivalent to net profit, because there is no cost. If the money is gone, it will be even more troublesome for Qualcomm.
Therefore, the most urgent thing at present is not Huawei, but Qualcomm.
Huawei’s mobile phone has no chip, but what can be flustered? Not to cry. 1. Recently, Yu Chengdong, CEO of Huawei’s consumer business, said that TSMC will no longer be able to undertake OEM orders for Huawei’s high-end chips after September 15, which means that Huawei’s Kirin high-end chips will soon become “out of print.”. Then, almost everyone just focused on Huawei’s lack of chips, which was very funny.
2. In fact, Yu Chengdong means to promote mate 40. He means that only mate 40 can use Huawei’s Kirin chip, so its performance will be particularly good. Please come and buy it. I didn’t expect that everyone’s interpretation focused on saying Huawei had no chips, and ignored Yu Chengdong’s intention to promote mate 40.
3. Is Huawei really out of chips? This interpretation of the media itself is problematic. If Huawei does not have chips in the future, Huawei will not say such things at all. Yu Chengdong just said that Huawei does not have Kirin chips, while the outside world has to say that Huawei has no chips. Without the word “Qilin”, the meaning of these interpretations is different.
4. Huawei can’t have no chips, because TSMC can’t manufacture chips for Huawei. Huawei can also buy chips. The United States just doesn’t allow Huawei to buy American chips. To put it bluntly, it can’t buy chips from Qualcomm, Intel and Broadcom. However, it’s not only American companies that make chips in the world. Samsung, MediaTek and Ziguang zhanrui all make chips and sell mobile phone chips, Huawei’s chips developed by Kirin will not be used by Kirin, because they will not be able to buy their own chips.
5. Huawei Hisilicon, which is developing Kirin chips, has thousands of employees. There is no need to worry that they will lose their jobs. They must have received secret tasks. In the future, they will not only develop and design chips, but also start to study how to produce chips.