Qualcomm has retreated from the Chinese market, and we can already see vague shadows and hear faint footsteps—Epigraph
The Mate 60 was born, and many people are asking the same question: does China still need Qualcomm?The answer is that it is needed for the time being, and other enterprises besides Huawei need itIn the long run, it is definitely not needed, Huawei does not need it, and other companies do not need it. Now the situation is very embarrassing: what Huawei wants, Qualcomm can't give it;What Qualcomm can give, Huawei has achieved self-sufficiency by itself. This situation will spread in the future among Qualcomm's other current Chinese partners, such as Xiaomi, OPPO, and vivo, which means that in the future, Qualcomm's current main Chinese partners will not need it - although they will not be able to solve the chip problem self-sufficiently like Huawei in the future, but other Chinese chip companies will help them solve it, including Huawei, of course. 
In the short term, of course, Huawei also needs Qualcomm, such as advanced 5G chips and advanced standard chips below 7nm. However, limited by the sanctions imposed by the United States on China, Qualcomm can't give it if it wants to. In this way, Qualcomm is of little significance to Huawei. This reality will prompt Huawei to continue to integrate internal and external resources, increase scientific research efforts, overcome difficulties, and win the last chip highland - that is to say, compared with Qualcomm at that time, the gap between Huawei's chip technology and Qualcomm is not large, and it will even surpass it one day. At that time, Qualcomm and Huawei were no longer complementary in the industrial chain, but a life-and-death competition. Now, with the solution of Huawei's Mate 60 chip self-development and mass production problems, Qualcomm has gradually become a chicken rib in Huawei's ** chain, and it is only a matter of time before it completely withdraws from Huawei's ** chain. Now it seems that this time should not take too long, most likely next year, that is, after Huawei's advanced chips are completely self-sufficient, this point can be alleviated from the Huawei Mate 60 market. 
Once bitten by a snake, he was afraid of the well rope for ten years. This is the case in the first chain of consumer electronics chips in China - it will also extend to the direction of the smart car industry chain in the future. In the long run, Qualcomm's withdrawal from the Chinese market is becoming a long-term collateral effect of the U.S. restrictions on Huawei chips. Thanks to the United States for making Chinese scientific research and Chinese enterprises awaken, that kind of global division of labor, especially in the field of advanced science and technology, is just wishful thinking, if you don't have that level, others will not give it to you;Even if it is given to you, it will be overpriced - only if you have it and scale it, others will meet your needs and respect your needs. From this point of view, all the problems on the chip chain, especially all the basic technologies and tools used by the United States to restrict the development of Chinese enterprises, will be solved by Chinese companies in the future and mastered by themselves - Huawei has set an example for Chinese companies, and also let the world see China's determination and strength. 
With Mr. Ren Zhengfei's pattern and wisdom, he will not let Huawei only sweep the snow in front of his own door, but will "help the world at the same time". In other words, Huawei will take two steps on the issue of chip self-sufficiency: the first step is to meet its own needs, and the second step is to help other Chinese companies solve their chip needs. It's just that there is a time, a cycle, and a sequence for this solution. Huawei's chips have worked hard and made a difference, which has made Qualcomm unable to eat and go around. According to someone in the industry, as Huawei's high-end chips become self-sufficient, Qualcomm will lose 60 million chips from Huawei in 2024. One day, Huawei will begin to help the world, and it will be time for Qualcomm to begin to retreat from the Chinese market - in Huawei's ** chain system, Qualcomm has begun to retreat, which is an abbreviation of Qualcomm's future fate in the Chinese market. 
Of course, some people think that Huawei will not be able to help the world. Huawei's chips will only be self-sufficient and will not be provided to Huawei's competitors in the terminal market, such as Xiaomi, OPPO, and vivo - Huawei's competitors will not use it. In fact, such worries are unnecessary, and time will prove in the future. Now Huawei does not supply Xiaomi, OPPO, and vivo, just because Huawei is still working to solve its own problems on the chip, and has not yet freed up its hands to help other Chinese companies, but this does not mean that this road is not feasible, another consumer electronics company Samsung has made a good example, Samsung has its own mobile phones, and at the same time provides mobile phone chips to other competing companies. From Made in China to Made in China, Chinese enterprises are moving towards the high-end of the industrial chain. It is not difficult for us to see that including Xiaomi, OPPO, and vivo, the high-end strategy is not successful, even if they use the so-called world's most advanced chip solutions provided by Qualcomm, they cannot reach this height and achieve this goal. Therefore, the significance of Qualcomm chips to the future development and transformation of Chinese brands is not as significant as we imagined. China's chip industry is constantly breaking through and breaking through, and in the future, China will be self-sufficient in low-end mobile phone chips, and China will also be self-sufficient in high-end mobile phone chips - just use Huawei chips, of course, MediaTek and SMIC's chips will also continue to move towards high-end. 
Some people may ask with concern: Will Huawei help Xiaomi, OPPO, and vivo?The answer is yes. For Huawei, standing alone is not spring, and the garden is full of purples and reds. From Huawei's market actions, it is not difficult to see that Huawei is not a closed enterprise, and he is wholeheartedly and wholeheartedly helping the industry chain to make progress togetherThe openness of the operating system HarmonyOS is like this, the smart car cooperation model is like this, and the same is true for mobile phone chips in the future - this is the realm of Huawei, and it is also the trend of China's industrial development, upgrading and transformation. At that time, could Qualcomm still hold on?
Qualcomm has retreated from the Chinese market, and we can already see vague shadows and hear faint footstepsAccording to Qualcomm's financial report, Q4 revenue was 86$700 million, down 24% from the same period last year. Sales of mobile phone chips fell by 27% – mainly from the Chinese market, of course, to 54$600 million. Isn't that a very obvious signal? December 2, 2023 Changsha.
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