A few days ago, Guo Mingxi, a well-known Apple analyst and Tianfeng International Securities analyst, said that the American chip giant Qualcomm will start cutting prices in Q4 this year as soon as possible to cope with the impact of losing chip orders from the Chinese mobile phone company, showing that the launch of domestic 5G mobile phones has triggered a chain reaction.
Guo Mingxi speculated that with the Chinese mobile phone company's use of self-developed chips, this directly led to Qualcomm losing 50 million to 60 million chip orders for this mobile phone, and Qualcomm's share of the Chinese mobile phone chip market will further decline, which is the main reason why Qualcomm has to reduce prices and sell.
Secondly, the competition pattern of the high-end mobile phone market prompts Qualcomm to reduce prices, currently in the domestic high-end mobile phone market, Apple occupies nearly eighty percent of the market share, with the launch of this domestic mobile phone brand independent research and development of 5G mobile phones, is expected to further seize the high-end mobile phone market, other domestic mobile phones using Qualcomm chips will be further squeezed.
Previously, domestic mobile phone companies said that the price of Qualcomm's high-end chip Snapdragon 8G2 was as high as 160 US dollars, about 1134 yuan, which made domestic mobile phone companies complain, and in desperation, domestic mobile phones had to price flagship mobile phones as high as 6999 yuan, and the high price led to a decline in the competitiveness of domestic mobile phones.
Again is the impact of chip market competition, before Qualcomm can be so unscrupulous price increase, is that domestic mobile phone brands have no choice, high-end mobile phones can only use Qualcomm chips, Qualcomm has monopoly rights naturally rise in price, now the return of the domestic 5G chip king, Qualcomm only put down the body, this is the benefit of market competition.
When the early smartphone market just began, Qualcomm did not have a competitive advantage in the mobile phone chip market, when Intel's Xscale processor and Texas Instruments processor dominated the smartphone market, in order to seize the market, Qualcomm provided affordable mobile phone chips for Chinese mobile phone companies.
With the support of Qualcomm, the price of the domestic flagship mobile phone at that time was as low as 1999 yuan, but with the advent of the smartphone era, Xscale and Texas Instruments' processors did not integrate the baseband into the mobile phone SOC chip, resulting in high power consumption and high cost of the mobile phone, they were quickly defeated by Qualcomm, and Qualcomm quickly became the hegemon of the mobile phone chip market, it can be said that Qualcomm can dominate the global mobile phone chip market, and Chinese mobile phones are indispensable.
After Qualcomm dominated the mobile phone chip market, MediaTek has successively launched an offensive on the high-end chip market, but because Qualcomm technology is stronger and has patent advantages, which is particularly important for Chinese mobile phones that lack patents, they need Qualcomm's patent authorization to overseas markets, so Qualcomm has always been stable in the high-end mobile phone chip market.
Another reason is the competition of domestic mobile phone companies Huawei in the high-end mobile phone chip market, Huawei's flagship mobile phone has always used its own chips, in the domestic high-end mobile phone market, it has shared the world equally with Apple, which also makes Qualcomm dare not increase prices arbitrarily. After that, for well-known reasons, there is no chip foundry for Huawei foundry chips, Qualcomm once again dominated the high-end mobile phone chip market, Qualcomm began to raise prices again, the price of Snapdragon 8G2 reached $160, which is equivalent to half of the price of high-end mobile phones, making domestic mobile phones complain.
It turns out that the market needs competition, if there is no competitive pressure, then the upstream American chip will rise in price unscrupulously, Texas Instruments has also done the same, once raised the price of a classic analog chip to 70 yuan, and after the launch of the domestic analog chip, the price of this chip dropped to 1 yuan, while the domestic analog chip is only 7 Mao.
It can be seen that the progress of domestic chips can make American chips converge, what do you think?