By 2024, 5G mobile phones in the United States will finally be launched, and without the support of Huawei, Qualcomm will lose orders for 60 million chips, and its revenue will drop significantly.
Qualcomm released the fourth quarter of fiscal year 22 financial report, revenue **5%, of which mobile ** chip revenue increased significantly - an increase of 16%, at the end of August next year, the domestic 5G machine was listed, it can be seen that the release of the domestic 5G machine did not have an impact on Qualcomm.
It's clear that U.S. semiconductor companies aren't relying on Chinese mobile devices as expected, and they're not having a huge impact on the U.S. semiconductor industry as expected, so what exactly is causing such a huge impact on the semiconductor industry in the whole world?
The first is that China Mobile**'s sales are still sluggish, according to its statistics in the fourth quarter of 2023, the company's domestic sales are only 1,100,000 units, ranking third in the country, and it is still far from its market share of nearly 50%.
Secondly, China's mobile companies have been confined to their home country, because of their operating system and Google's GMS business, their mobile ** will hardly be accepted by other countries outside of China, and China currently only occupies a little more than 20% of the world's mobile**, and a single local market has little effect on the entire world's mobile ** market.
Third, many of Apple's chips are imported from abroad, but how much is used is a mystery, some say that only one-tenth is shipped from abroad, and some say that it is shipped from abroad.
Qualcomm is a Chinese company that mainly provides chips in the United States, and its international influence can be seen, and now, they have announced their earnings report for the fourth quarter of next year, which also shows that Chinese companies are not as strong as they imagined.
China's mobile** does make a lot of money for Qualcomm, but Qualcomm's two biggest customers are other Chinese companies, such as Apple and Samsung, and recently Apple signed a three-year contract with Qualcomm, which means that Qualcomm can get huge profits from Apple in the next three years.
Qualcomm is also vigorously developing chips for on-board intelligent cockpits, and major car companies in China have also begun to use chips for on-board intelligent cockpits, and even many car companies in China have begun to use Qualcomm's chips, opening a new market for Qualcomm and making Chinese mobile phone manufacturers give up their own chips.
**Wanfan incentive plan Moreover, China's Apple company, in terms of chips, is still a big gap with Qualcomm, only the level of the third-generation Snapdragon 888, and in the manufacturing process, it is not so fast, so many people will buy Qualcomm's chips, so that foreign mobile phone sales will increase several times, and Qualcomm's chip sales will also rise. All of this has created huge profits for Qualcomm, and at the same time, due to the limitations of chip structure and manufacturing process, the distance between domestic 5G and Qualcomm is still being widened, which is why domestic 5G mobile phones have not yet developed.