Without Huawei, Qualcomm will raise prices at will, and domestic mobile phones that lack core technology can only be slaughtered

According to the data given by the dismantling agency, the flagship mobile phone recently released by a domestic mobile phone brand , Equipped with qualcomm snapdragon 8G1+ chip , The hardware cost reaches 3600 element , One of the reasons why the cost is so high is Xiaolong 8G1+ The price of is too high , It accounts for nearly a quarter of the hardware cost .

It is reported that Xiaolong 8G1+ The price of may reach 128 dollar , Than apple A15 The processor 50 Dollars is even more expensive , Compared with the Xiaolong manufactured by Samsung 8G1 Also increased , But even so, industry rumors point out that Qualcomm may still be the next generation of high-end chip Xiaolong 8G2 Further price increases .

However, today's Qualcomm high-end chips cannot be compared with apple in terms of Technology , Qualcomm's high-end chips all use ARM The public core of , Xiao dragon 8G1+ It's a single core X2+ Three cores A710+ Tetranuclear A510 framework , After debugging, it will be handed over to TSMC for OEM production , Chip companies have made few innovations in the research and development of core technologies .

by comparison , Apple A System processor ARM The only processor in the camp that adopts self-developed architecture , Rely on the leading edge of self-developed technology , Apple A System processors are two generations ahead of Qualcomm ; Apple has developed performance comparable to Intel Of M System processor , However, Android chip companies such as Qualcomm have completely failed to catch up with the processor performance of the public core Intel.

However, such chips are even more expensive than Apple's A System processors are more than twice as expensive , This naturally makes people in the industry criticize , Qualcomm dares to do so , The reason is that Chinese mobile phones lack core technological advantages , Have to rely on Qualcomm .

In fact, before domestic mobile phones, there were also mobile phone companies with core technology advantages comparable to Qualcomm , That's huawei , The Hisilicon chip developed by Huawei has been comparable to Qualcomm in technology , Even Huawei is 2020 Kirin launched in 9000 Chips and now Qualcomm's Xiaolong 8G1 It's not much worse than , It proves Huawei's advantages in chip technology .

Even compared with apple , Huawei also successfully differentiated in chip technology in its early years , Huawei was the first to AI Technology is introduced into mobile phone chips , rely on AI Technology optimizes the power consumption of the chip , Enhanced the photographic technology capability of the chip , As a result, Huawei's mobile phones are running 、 Photography has unique advantages .

Rely on Huawei's own core technology advantages , Huawei mobile phones have made great achievements in the high-end mobile phone market 17% Market share , With Qualcomm 、 Apples form three pillars . At that time , Qualcomm lost a large market share in the high-end chip market , In order to seize the high-end market together with other domestic mobile phone brands , Qualcomm naturally cannot raise the chip price too high , To affect the competitiveness of other domestic mobile phone brands , Otherwise, you may lose more markets .

Now , Huawei cannot find a OEM to produce chips for well-known reasons , Qualcomm has lost an important competitor in the high-end chip market ; As for MediaTek, although it can provide chips with performance comparable to Qualcomm , But Qualcomm has a patent killer , Chinese mobile phone companies need Qualcomm's patent authorization to go overseas , At the same time, Qualcomm offers a discount on patent fees for domestic mobile phones using its chips , For domestic mobile phones with MediaTek chips, higher patent fees will be charged , Two measures should be taken together , Most domestic mobile phones prefer Qualcomm chips in high-end mobile phones .

In this case , It is naturally difficult for domestic mobile phones to get rid of their dependence on Qualcomm's high-end chips , This has also become the basis for Qualcomm to continuously raise the price of high-end chips , So Qualcomm continues to raise the price of high-end chips ; Its share in the mobile phone chip market has been surpassed by MediaTek , however 2021 The results in showed that its revenue increased 43%, Net profit soared 74%, It can be said that the pot is full of money .

In the face of Qualcomm's hegemony and its own dilemma , Now Chinese mobile phones have finally realized the importance of chip technology research and development , Several domestic mobile phone brands are now from those with low technical difficulty ISP Chip cut in , First develop chips with low technical difficulty , Accumulation Technology , Then slowly break the technical bottleneck and develop mobile phone chips with higher technical difficulties , It just takes a lot of time to achieve this goal .

Huawei was in 2005 Successfully developed baseband chip , To 2009 Mobile phones were launched in SOC chip K9 But it faces many technical obstacles , until 2014 Kirin launched in 920 The chip has become a mature mobile phone SOC chip , Back and forth 10 Year time , It can be seen that R & D mobile phones SOC The technology of chip is very difficult , This requires the continuous investment of other domestic mobile phone brands .