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As expected, Qualcomm officially announced that foreign media: it is too late, Huawei, Ali has taken a step ahead!
We all know that with the rise of smart phones and other technology sectors, the demand for chips in the entire market is also increasing, which also makes Qualcomm and other mobile chip companies make a lot of money, but after changing the chip rules in the United States, Qualcomm's chips can no longer be freely shipped, Qualcomm directly said that restricting chip shipments will lose at least $8 billion per year in the market!
It is that after qualcomm chips can not be shipped for free, but also makes domestic mobile phone manufacturers such as millet, OPPO and vivo aware of the importance of the supply chain system, to create a multi-chip so a considerable number of domestic mobile phone manufacturers are independent research and development of chips, on the other hand, increase the support for domestic MediaTek chips, reduce the dependence on the United States Qualcomm chip.
With the continuous support of domestic manufacturers, MediaTek quickly surpassed Qualcomm and became the first in the field of 5G chips! The number of imported chips continues to decrease, and the revenue of American companies such as Qualcomm has also been greatly affected, and it is worth mentioning that after entering 2022, the sales volume of the entire mobile phone market continues to decline. According to the latest data released by IDC, in the second quarter of 2022, global mobile phone shipments fell by 8.7% year-on-year, and the continuous decline in mobile phone sales means that the market demand for chips continues to decline.
Judging from the chip market data, in the first half of 2022, the number of domestic imported chips decreased by 29 billion, and continued to decrease by 14 billion in July, which also greatly affected the income of American companies such as Qualcomm that rely on chip exports! Sure enough, Qualcomm officially announced its entry into the server chip market, and Qualcomm was forced to adjust its revenue structure due to the stagnation of mobile chip business growth. Qualcomm also officially announced that it will enter the server processor chip market and reduce its dependence on smartphone chips.
Qualcomm's move is not unexpected, as early as Apple began to develop the M1 series of chips, Qualcomm recognized the vast application and development space of the server chip market! But for Qualcomm's entry, many foreign media have said: it is too late, Huawei, Ali has taken a step ahead! What's going on? Foreign media: It's too late. Huawei and Alibaba have been ahead of the curve, and today, the global server chip market is more than $28 billion, and the development of the server chip market is relatively low-key compared to the mobile phone chip market, and Intel's X86 architecture chips are almost dominant in the server chip market.
In order to avoid being developed by themselves, China's Huawei, Ali and other enterprises have also entered the server chip market development very early, of which Huawei released the server chip Kunpeng 920 very early and successfully applied to cloud servers, and Ali also released the handheld device manufacturer e-ten 710 server chip, whose performance has reached the industry-leading level.
In summary, the decline in the mobile phone chip market has made Qualcomm unsurprisingly begin to adjust the development structure and begin to enter the development of the server chip market, but in this field, Huawei, Ali and other companies in the mainland have been extensively laid out and developed, and successfully created products with market competitiveness.
And Huawei, Ali in the server chip has also been increasing, I believe we will also have stronger performance of server chips, with the support of the huge domestic market, we believe that domestic technology companies in the server chip market can also rise rapidly, Qualcomm's market time and opportunities are also being exhausted, what do you think after reading it?
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