Affected by Huawei, the price of Snapdragon 8gen4 will increase by 500 yuan, and it will send sales to Huawei

Lao Meng's interpretation

2024-05-24 01:22Published in Shanxi

Huawei has pushed Qualcomm to a dead end, everyone pay attention to this surprising news, Qualcomm plans to increase the price of Snapdragon 8gen4 by 500. Why? After listening to the reason, it can subvert your three views.

First of all, Huawei's current invincible offensive has made Qualcomm very uncomfortable, and Huawei's market share has gone from not ranking in 2023 to the first quarter of this year. Brothers, this is called Jedi counterkilling.

So why does this make Qualcomm uncomfortable? The key is this, Huawei's mobile phones have soared, which will inevitably squeeze the sales of other mobile phones, including Android flagships equipped with Qualcomm chips. Therefore, it indirectly affected Qualcomm's shipments, resulting in a great impact on Qualcomm's revenue.

At this time, the riot operation came. In order to make up for the revenue impact caused by the decline in sales, Qualcomm wants to increase the unit price of the chip, and the abacus is really good, the sales volume has gone down, the unit price has gone up, and the total amount will definitely remain the same. But anyone with a little brain can see the problem with this strategy.

Generally speaking, in this case, we should take price reductions to grab the market, which in turn will lead to revenue growth. You can't sell it anymore, and the price is still rising. The two chain reactions directly brought by Chunchun forced himself to a dead end.

The first impact, the use of Qualcomm chips of domestic mobile phone manufacturers to scold the mother, Android high-end flagship, originally competing with Huawei, the biggest advantage is the low price, that is, high cost performance. If you directly increase by 500 now, the SOC cost of my mobile phone alone will be about 2000, and the price of the mobile phone will inevitably increase. This is good, and users have no reason to buy it.

The second impact, isn't this pure to Huawei's sales, you raise the price, but Huawei is cutting the price. is devolving Kirin chips to lower-end mobile phones, and recently launched a tablet of 1899, which shook the entire machine circle. After that, Xingyao came out again, equipped with a Kirin processor, and the price may be cheaper than other domestic mobile phones.

Hey, here you go, are you undercover? How do you feel that Huawei needs something, you will send it to Huawei? When Huawei was very dependent on Western technology systems, you cut off the supply to Huawei, and Huawei reluctantly established a complete domestic supply chain to achieve self-sufficiency. Huawei's AI chips can't beat Nvidia, and when it needs to quickly iterate and upgrade its market share, you prohibit Nvidia's high-end computing cards from being sold to the Chinese market, giving the market to Huawei. When Huawei's mobile phone chips were solved and the focus was on developing PCs, you cut off Intel's processors, giving Huawei a good reason to turn the spare tire into a positive one.

Now too, Huawei's capabilities have been solved, and when it is necessary to rapidly expand the number of HarmonyOS systems in sales, you will increase prices and so on. Oh my God, that's a good job.

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Personal opinion, for reference only