Huawei's mobile phone sales reached 11 million units, which did not affect Qualcomm, and mobile phone chip revenue increased by 16!
According to Canalys, Huawei launched the Kirin processor in the fourth month of this year, which made Huawei's *** 47%, selling 10.4 million Huawei, ranking 4th in China.
Among them, the biggest contribution is undoubtedly the Mate60, while the most popular is the Kirin 9000.
In the eyes of many people, Huawei uses Qualcomm, mate60 uses Kirin, and it sells quite well, so Qualcomm will lose a lot, because without this big customer, their chip business will inevitably decline seriously.
Therefore, did Qualcomm's mobile phone chip sales decline in the fourth quarter of last year? In fact, the U.S. economy has not suffered as a result, but has continued to expand.
Some time ago, Qualcomm announced its fourth-quarter results, and the company's revenue was 9922%, an increase of 5% over the same period last year; On a GAAP basis, the adjusted EPS was 275 yuan, an increase of 16% over the same period last year.
In terms of divisions, Qualcomm's revenue (QTL) revenue was 146 billion, a decrease of 4% compared to the same period of the previous year, so the impact was not significant.
When we look at QCT's operations, the company's third-quarter revenue was 8423%, up 7% from the same period last year, and profit of 25,393 billion, up 19% from the same period last year. The company never lost, but grew.
There is no doubt that the business of QCT is divided into three major sectors, let's take a deeper look at the most direct and important one - mobile phone chips, Qualcomm's revenue reached 66 last year87 billion, an increase of 16% over the same period last year.
From the perspective of revenue, Qualcomm has not been affected by the income of chips, and it is even increasing.
How so? Qualcomm said its mobile** division began to pick up in the fourth quarter of last year, followed by more flagship products and higher selling prices to sustain revenue.
Qualcomm is also focusing on other expansions, such as chip revenue in automobiles, which hit $580 million, up 31 percent from the same period last year.
Although Huawei has put a lot of effort into Kirin, it does not have much effect on Qualcomm, because it does not have many of them, and the sales of Mate60 are not too good, and Qualcomm's mobile phones are selling very well, losing this small share, Qualcomm's power is insignificant, and Huawei will continue to do it.
However, according to news reports, Huawei will sell more than 60 million phones this year, and if all of them use Kirin processors, Qualcomm may be hit somewhat, but not as much as we think.