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Huawei has its own chip Why buy Qualcomm?

via:CnBeta     time:2019/7/23 19:30:41     readed:160


Huawei Mall

He revealed that under the premise that Kirin already has a complete chip solution, Huawei still purchased 50 million Qualcomm chips last year. This year, Huawei authorized its consumer business to purchase a sufficient number of Qualcomm chips, and it is estimated that total smartphone shipments will reach 270 million units.

In July last year, there was an internal speech of Ren Zhengfei. He mentioned the data of “50 million” Qualcomm chips, and also clarified that Qualcomm and Huawei are not antagonistic.

Although Huawei's Kirin chip has a tit-for-tat taste with Qualcomm's Snapdragon 8 series flagship chips in the past two years, Ren Zhengfei's statement not only shows that the two sides have close cooperation, but also reflects Huawei's open cooperation attitude.

Huawei's 2018 core supplier list shows Qualcomm, Sony,SamsungWait, they are all gold suppliers of Huawei.

Huawei already has its own research and development of Kirin chips, why should we purchase a large number of chips from Qualcomm? This question is actually not difficult to answer.

The technical composition and usage scenarios of the chip are very complicated and diverse, and it is impossible for a manufacturer to excel in all fields. The chip platform of other manufacturers is actually borrowing and exerting the competitive advantage of the peer chip on the terminal product, and it is also an effective method for learning the technical strengths and experience of the peers at close range.

Huawei's chip technology started late, although the progress has been great in recent years, but the comprehensive strength and product line richness and Qualcomm,IntelThere are still gaps.

In terms of mobile phones, Huawei's mid-to-high-end product lines have adopted their own Kirin chips in recent years, but entry and mid-range products will still choose Qualcomm. For example, the glory 8X series with a cumulative sales volume of over 15 million units is equipped with two versions of the Snapdragon 636 and the Snapdragon 660.

In terms of smart watches and notebooks, Huawei is also purchasing chips from Qualcomm and Intel. For example, the Huawei MateBook E released in April this year is equipped with the Snapdragon 850 processor.

On the other hand, the chip industry has high technical thresholds, fast product iterations, and fierce competition. No company can guarantee that every generation of its products will be successful. If a certain main chip is in use, the temporary replacement time is too late, and the valuable and short time window will be missed, which is unbearable in the competitive mobile phone industry.

Therefore, it is a common practice in the industry to not put "treasure" on its own chips and use other chip manufacturers' products and solutions. Huawei is also doing this, as is Samsung with its own chip business.

In addition to product cooperation, Huawei's cooperation with Qualcomm is also reflected in interoperability testing. In February last year, Qualcomm and Huawei successfully completed a 5G NR interoperability test based on the 3GPP Release 15 standard.

The test leverages Qualcomm's UE prototype and Huawei's 5G commercial system, a key milestone in accelerating the maturity of the Release 15 5G NR ecosystem. The 5G NR interoperability demonstration was exhibited at the MWC booth in Barcelona that year.

In the mall, like Huawei and Qualcomm, there are not many cases of competition and close cooperation. Samsung is now the number one mobile phone giant in the global market, but includesappleMost of the manufacturers inside will still choose Samsung's screen and other components.

Liang Hua, chairman of Huawei, has repeatedly stressed to the media that Huawei adheres to the attitude of open cooperation and adheres to cooperation with the entire industry chain to win and share benefits. Huawei will not change its relationship with various companies, but will rely on each other, mutual humiliation and common cause.

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Huawei's revenue growth in the first half of the year is about 30%. The supply of core components is still stable.

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