The CEO of Qualcomm acknowledged the widespread adoption of 5G technology by Chinese companies, which cannot be ignored except for Huawei.
Some time ago, Steve Molunkov, CEO of Qualcomm, the world's leading 5G chip company, gave shocking news in an interview - in addition to Huawei, many Chinese companies are also acquiring and using Qualcomm's 5G chip technology on a large scale. In this way, Qualcomm no longer has to worry about losing the Chinese market because of breaking up with Huawei, but can open a window of rapid development. So the question is, why are Qualcomm 5G chips so sought-after?What are the opportunities and challenges hidden behind the madness of Chinese enterprises?
Qualcomm's 5G technology prowess.
As the main force in the 5G era, Qualcomm can be said to be a benchmark force. You know, in the field of communication technology, standards often determine the market, and Qualcomm plays a key role in the development of 5G standards.
Its top-of-the-line processor, the Snapdragon 8 series chip, has high integration and strong performance, making it the industry's first choice. these"Ace chips"The applications are wide-ranging, not only in the new flagships of leading Android phone manufacturers, but also in VR AR devices, drones, industrial robots, and more. It can be said that the Snapdragon 8 series has become an end-to-end 5G computing and artificial intelligence platform.
In addition, Qualcomm's 5Gmodem series is also favored by leading manufacturers. With advanced modem technology, it can provide excellent wireless communication capabilities for terminals to keep up with the rapid development of 5G networks.
Therefore, whether it is a communication terminal or smart hardware, Qualcomm's 5G solution is undoubtedly the most reliable choice for manufacturers.
Chinese companies are actively adopting Qualcomm technology.
The advantages of Qualcomm's 5G technology determine its popularity in the Chinese market. Mobile phone manufacturers such as OPPO, Vivo, and Xiaomi, as well as communication equipment manufacturers such as ZTE and Huawei's Honor sub-brands, are buying Qualcomm's 5G chips and technology solutions on a large scale.
In the first half of this year alone, OPPO and Vivo sold more than 50 million 5G phones equipped with Qualcomm's platform in China, according to the CEO of Qualcomm. There are also industry insiders**, by the end of 2023, Qualcomm's 5G mobile phone chip shipments in China will exceed 2500 million.
In terms of scale alone, this would account for about 60% of the global market share. The vigorous acquisition of Chinese companies has undoubtedly opened a capital floodgate for Qualcomm, giving it more confidence in the chip war with Apple and Samsung.
So, why do Chinese manufacturers favor Qualcomm's 5G technology so much?The reason is not complicated. Most small and medium-sized manufacturers do not have the ability to conduct in-depth research on 5G chips, and it takes time to accumulate different strengths. In contrast, Qualcomm has a significant first-mover advantage in 5G chip technology, which can greatly shorten the time to market and reduce R&D costs.
Some time ago when time was money, choosing Qualcomm became a shortcut for Chinese companies to move towards the 5G era.
Question 1: Will the strong support of Chinese companies give Qualcomm an overwhelming advantage in the global 5G chip market?
Analysis: It's hard to say right now. After all, in the field of 5G, Qualcomm also faces challenges from strong competitors such as Apple and Samsung. But what is certain is that as China becomes the world's largest smartphone market, the global scale and influence of Qualcomm's 5G chips will increase significantly.
In the foreseeable future, the three-legged situation of Qualcomm, Apple, and Samsung has basically formed, and it is difficult for other companies to stand alone. The continuous support of Chinese enterprises will undoubtedly become a solid cornerstone for Qualcomm to maintain and enhance its market position.
Question 2: Does Qualcomm's technology dependence on Chinese companies pose security risks?
Analysis: This issue concerns information network security and the technological autonomy and control of countries. For Chinese companies, over-reliance on foreign IC companies poses potential risks. Due to the formation of the technology been"Stuck neck"The consequences are unimaginable.
Therefore, although 5G chip technologies such as Qualcomm are still dominant, Chinese companies must adhere to independent innovation and strive to achieve technological breakthroughs and self-sufficiency in key links. Only in this way can we ensure the long-term security of the industrial chain.
Question 3: What is the prospect of cooperation between Qualcomm and Chinese enterprises?
Analysis: Judging from the current situation, the prospects for cooperation between the two sides are very broad. In China, the largest market, Qualcomm will have a lot to do;For Chinese enterprises, Qualcomm is also a good partner to help Chinese enterprises iteratively update their products and achieve 5G commercialization.
It is foreseeable that the demand of Chinese enterprises for Qualcomm 5G RF and baseband chips will continue for a long time. The two sides are expected to achieve mutual benefit and win-win results by deepening cooperation through a variety of business cooperation and technology licensing.
Of course, as Chinese companies become more and more capable of developing 5G chips, this highly dependent state will gradually change. However, in general, there is still a broad space for cooperation between Chinese enterprises and high-level enterprises in the field of 5G.
As soon as the news of Qualcomm's 5G chip fire came out, it immediately sparked a wave of discussion on the Internet, and netizens were very active.
Some people in the industry believe that Qualcomm can be said to be holding hands with Chinese companies to expand the market this time, China's large market share is basically stable, and as long as it maintains its leading technology, it can dominate in the field of mobile communications.
However, some people in the industry are worried that Chinese companies are too dependent on foreign chips, since they have been formed in technology"Keep it neck-and-neck"The consequences are unimaginable. "We do not yet have the basic links and key technologies to achieve autonomy and control, which is a problem that needs to be paid close attention to. "
In addition, some industry experts emphasized that there is great complementarity and mutual benefit between the two sides. Qualcomm has advanced technology, and Chinese companies have a huge market, which is a typical complementarity. By deepening cooperation, we will promote the common improvement of the global level of the industrial chain, jointly explore the international market, and ultimately achieve mutual benefit and win-win results.
In short, the interview with the CEO of Qualcomm undoubtedly revealed an extremely important fact to the outside world - China, the world's largest smart terminal market, has become the main battlefield for the development of leading chip and technology companies.
In a nutshell, the latest revelation by the CEO of Qualcomm about the current situation of large-scale adoption of its 5G chips by Chinese companies reflects the following far-reaching significance:
First of all, it pointed out that Qualcomm's 5G core technology and product line have been highly recognized by the Chinese market and local enterprises. Globally, Qualcomm has further consolidated its leading position in the field of mobile communication chips.
Second, China, as the world's largest and fastest-growing smartphone market, has become a must for global chip companies. This has opened up a vast blue ocean for Qualcomm and provided support for its long-term development.
Third, although Qualcomm currently dominates the field of 5G technology, Chinese companies must continue to adhere to independent innovation and avoid the security risks caused by over-reliance on foreign chips.
Fourth, Chinese enterprises and high-end enterprises have a deep complementary foundation. This win-win situation is expected to continue for a long time and jointly promote the rapid development of the entire industrial chain.
Of course, the iteration of chip technology never stops. After entering the 6G era, whoever can stand at the forefront again and achieve technological leadership will be able to gain a first-mover advantage and dominate the rules. Therefore, it is necessary to remain sober and cautious, because only by constantly innovating can we remain invincible in this transformation.
It can be seen from the important enlightenment of the CEO of Qualcomm that Chinese and American companies are complementary advantages in the 5G industry chain. China's commercial market determines its size, while Qualcomm's technology determines the direction of the industry.
With China becoming the world's largest 5G market, Qualcomm's actions in this area should have a profound impact on the entire industry landscape. We have reason to expect that under the strong alliance, the development prospects of the 5G industry will be bright, changing and reshaping the intelligent world of the Internet of Everything.
Of course, in this wave, Chinese companies must also remain sober – avoiding over-reliance is a reality we must face. Only independent innovation can gain a firm foothold in the new round of scientific and technological revolution.