Qualcomm was exposed to large-scale layoffs, rumors are related to Huawei, Huawei's return has led to a decline in Qualcomm's performance. I investigated,
The price of Snapdragon 8gen2 two single chips is 1100 yuan. The pre-sale of the mate60 series is 20 million units. Qualcomm's revenue on the Huawei Mate 60 series alone is nearly 20 billion less, according to analyst Guo Mingqi said that if Huawei uses the Kirin chipset in 2024,
This means that Qualcomm's shipments in 2024 will be reduced by 50 million ~ 60 million pieces, which is very much, not to mention domestic 5G chips, which leads to a change in the entire market structure, and everyone is using Huawei's chips.
It is rumored that Qualcomm will fight a price war as early as the fourth quarter of this year to maintain China's market share.
Domestic chips may once again bring down global chip prices. A week ago, Qualcomm announced an earnings report for the third quarter, and net profit fell 37% year-on-year.
I originally wanted to say that Lao Mei's bullet a few years ago finally hit his own people, but I thought about it, and the Kirin chip itself should be a product of several years ago.
Laomei just delayed the time when the Qualcomm market was occupied.
Let the bullets fly a little longer.
