On the one hand, the pressure from investors, on the other hand, it is rumored that friends and businessmen may merge. If it is really forced to divide Qualcomm into two, it will not conform to the consistent development of the communications industry. Patent and hardware cannot be effectively complemented, meaning The demolition does not meet the long-term interests of Qualcomm's communications company.
Xiaolong recently released 616/412/212, 820 and is said to be released next week. With the competitiveness of the Snapdragon chip, the global market has a considerable leading edge, but the merchants are profitable, and the investors who smash the split care about more short-term interests.
It is true that the industry of integrated circuits is tens of billions of mergers and acquisitions in the near future. This trend makes the competition of technology more concentrated, but the eyes are farther away. Why is ARM eager to launch A72 after A57? Recently, Qualcomm CEO mentioned that to achieve growth outside the mobile phone field, this is a very worthwhile word.
On May 26, Qualcomm's subsidiary (QTI) and Guizhou Province reached a memorandum of understanding to develop and sell server chipsets based on ARM architecture. This time, it may seem that Qualcomm has improved the image of a government public relations act, but in my opinion, it is more to counterattack Intel backyard and regain the attention of investors.
On August 4th, Guizhou Provincial Party Secretary and Governor Chen Miner met with Qualcomm President Derek. Ai Baili pointed out that developing high-end products according to market demand, improving independent research and development capabilities, and gradually exploring the establishment of manufacturing bases to achieve mutual benefit and mutual benefit. Does this mean that Qualcomm will likely build a server chip manufacturing base in Guizhou in the future.
Focusing on the Internet of Things is the trend of the industry, but the big data market connecting the Internet of Things back-end is a growth point for Qualcomm's new profits. The mobile communication market is cut, which is more conducive to the formation of an end-to-end closed-loop ecological chain. The good ecological environment of Guizhou Province and the two factors of Guizhou on the cloud are all conducive to the development of low-power ARM architecture servers.
Today, when the mobile phone chip industry is over-competitive, Qualcomm's performance decline may be only temporary. In the long run, Intel's life may be more difficult than Qualcomm. Qualcomm is forced to split the game by investors. It is only a small clip, and even media reports that Qualcomm layoffs may be Move research and development to low-cost countries such as India.
Although China's mobile phone market is a sea of ​​blood, China has the world's largest 4G network and market prospects. Perhaps many analysts believe that India's mobile phone market is a blue ocean, penetration is currently at a low level, but in this market low-end mobile phones are more popular, India's labor costs are low, but not conducive to Qualcomm to cultivate the market's keen sense of smell.
China's mobile communication market is in the stage of stock users replacing stock users. While having a complete 4G network coverage, the speed of China Telecom and China Mobile users moving to 2G through 2G/3G is accelerating, and the behavior of using data traffic. With the popularity of WeChat and mobile payment services is taking shape.
In China, 4G is an upgrade of the stock market for operators, and it is an added market for the mobile communication market of 2/3G mobile phone users.
In the 4G era, users are becoming more mobile phones than high-performance phones. Under the background of the speed-up and fee-reduction policy to promote the development of Internet+, informationization has become the base point for the transformation and upgrading of traditional industries. M2M, car networking and smart home market will also attract new development opportunities. The scaled commercialization of LTE TDD+FDD and the commercialization of carrier aggregation will make the experience of users at the edge of the community multiply. The potential growth opportunity of this mature market is bound to be a must for chip manufacturers with strategic vision.
Secondly, as Meng Pu returned to Qualcomm China as the chairman of the board, he has recently strengthened communication with the government and is gradually improving his previous image. On June 23, SMIC, Ime, Huawei and Qualcomm jointly established SMIC International New Technology R&D (Shanghai) Co., Ltd. to develop 14nm CMOS mass production technology on SMIC's production line. Previously, Qualcomm had handed over the 28nm Snapdragon chip to SMIC.
The above is only the localization cooperation in the field of mobile phone chips, but shortening the product development process and accelerating the filming is beneficial to the stable Qualcomm market share. Imagine that Qualcomm would not be possible if it gave up its strategic position in the Chinese market and chose India. On the contrary, it is more in line with the need for Qualcomm to maintain long-term growth by strengthening technical cooperation.
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