There are many news from Huawei chips, Qualcomm may come to an end!
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In 2021-2022, almost all mobile** devices equipped with Qualcomm Snapdragon 4G chips are struggling.
At the end of August 2023, Huawei unexpectedly launched the Mate60Pro, equipped with the Kirin 9000 S. So far, Huawei has made a successful breakthrough. Moreover, Huawei's chips have also brought many innovations to Qualcomm, allowing them to only sketch a rough blueprint.
The unicorn returns to the rivers and lakes.
Huawei and Qualcomm are long-term partners. Qualcomm is one of the world's largest chip makers and a major mobile** provider to Huawei. Qualcomm's chips are widely used in Huawei's mobile**, providing them with efficient communication capabilities.
From 2021 to 2022, Huawei faced a dilemma in chip supply because of the U.S. sanctions on Huawei.
Kirin chips cannot be produced with the help of TSMC, and Kirin chips are constantly decreasing, and HiSilicon's global market share is almost blank. Huawei has made massive purchases of Qualcomm chips during this time to keep its mobile** operations running. This processor enables Huawei to continue to manufacture and market new phones and ensure the continuity of its commercial operations.
Even a 4 GB processor is better than nothing. With Huawei's unremitting efforts, Google finally reversed this wave of "left and right".
With the return of the Mate60 series and Kirin 9000, Huawei's sales in the fourth quarter of fiscal 2023 will have a qualitative leap and return to the top three of the world's high-end mobile phones. Last October, the Mate60 Pro ranked second in the national sales ranking.
The return of the Kirin can be said to be one of Huawei's"King fried", no one expected that the unicorn would be able to make a comeback. Even the United States is confused, saying that it is going to conduct a comprehensive investigation of the Kirin chip, but there has been no movement so far, and it is estimated that it will be over.
The return of the Kirin is just the beginning, and more new information about the Kirin processor will appear in the future.
It's time for Qualcomm to draw its own lines.
2024 will be a new starting point for Huawei, which will have a lot of work to accomplish in the year, including the launch of the P70 next spring. Kuo Mingchi, a well-known analyst, said that Huawei will launch the P70 series of mobile phones in the first half of this year, and ** mobile phone shipments this year will increase by 150% compared with the same period last year.
The report also hinted that Huawei will use Kirin processors on a large scale, including the Mate60, Nova 12 series Kirin 9000, Kirin 9000 SL and Kirin 8000 and other self-developed Kirin processors.
Among the many Kirin chips, Huawei has enough strength to ** a stable chip. The P70 uses a Kirin processor, there's no doubt about it.
It is also reported that the yield rate of Kirin 9000 S has reached more than 50%, and such a high yield and ultra-high performance will inevitably attract more consumers. From this point of view, Qualcomm has a perfect ending, that is, Huawei will completely replace Qualcomm and re-provide Kirin chips.
If it hadn't ordered chips from Huawei, Qualcomm's revenue would likely have continued to decline this year. In addition, with the increase of Huawei's market share, the market share of other competitors will further decline, Qualcomm will continue to lose a large number of orders, and Qualcomm's life will be very difficult.
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