Recently, there was news that Qualcomm may stop supplying chips to a domestic mobile phone brand, which has attracted widespread attention in the industry. As the world's top mobile chip manufacturer, Qualcomm's move seems to be warning more domestic mobile phone manufacturers to either be obedient or leave by themselves.
Of course, this involves the complex interests of multi-party games.
We can't help but ask, what changes and impacts will this seemingly local chip war bring to the entire industry? Will the road to domestic substitution of mobile phone chips be more difficult? What are the constraints on consumer choice? There are many uncertainties and uncertainties in the industry.
To get back to the point, the person involved in this rumor is likely to be a small domestic manufacturer.
The incident happened suddenly, and the manufacturer faced many difficulties, not only could not obtain the new Qualcomm chips, but also the orders for the chips that had been obtained. What's even more worrying is that this may be just the beginning, and more manufacturers will be at risk.
As a foundry giant in the industry, Qualcomm holds the power of chip supply and can achieve "supply interruption" by regulating orders. But the considerations behind it are more complex.
This may be the result of an adjustment of corporate management strategies, or it may involve complex business games. If the manufacturer uses multiple chip suppliers, it may touch Qualcomm's bottom line; Orders that are too small will also be excluded from the priority supply sequence.
More fatally, Qualcomm may doubt its financial strength and ability to continue as a going concern, believing that there is a risk that it will not be able to pay for the chip.
It can be said that Qualcomm's move has both commercial considerations and cautionary implications.
It hopes to force more domestic manufacturers to follow suit, soften their pursuit of independent and controllable industrial chains, and lock them in the Qualcomm system for a long time. I am afraid that this kind of "supply cut-off" will not be an exception. If you exclude a powerful manufacturer like Huawei, other manufacturers will not escape the doom of being "kicked out".
This undoubtedly sounded the alarm for the domestic mobile phone industry. At present, there are still obvious shortcomings in the performance and cost of domestic chips, and they cannot completely replace Qualcomm in the short term. If more manufacturers' supply chains are cut off, it will directly affect product development and market supply.
This will inevitably drive up the cost of chips and mobile phones, which will ultimately be borne by consumers. The uncertainty of the general environment increases, and users will inevitably LEFT OUT.
Looking ahead, the significance of this wakeup call is much greater than the commercial dispute itself. It marks that domestic chips still have a long way to go and need strong support from the entire industrial chain and policy environment.
In the short term, manufacturers also need to actively respond, strengthen independent research and development, and strive for bargaining chips with Qualcomm. Let's wait and see how domestic manufacturers can break the situation, promote the core technology to be further independent and controllable, and truly open up the situation.
What do you think about this?
(The pictures and data come from the Internet, please check the theory yourself, this article does not represent the author's point of view, if there is any infringement, please contact to delete)