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Without Huawei, Qualcomm starts from the ground, Snapdragon 8Gen2 sells for 1134 yuan, and domestic phones are cut into leeks

Mobile Internet 2023-06-13 11:00:04 Source: Network

It is said that the economy has been sluggish this year, and everyone is tightening their belts. Mobile phone sales have also significantly declined

It is said that the economy has been sluggish this year, and everyone is tightening their belts. Mobile phone sales have also significantly declined. However,In the mobile phone market, an extremely unusual phenomenon has emerged.

Mobile phone prices are getting higher and higher!



On April 18th, Xiaomi released its new Xiaomi 13 Ultra series, with a starting price of 5999 yuan. You can't imagine a big assembly factory, the king of cost-effectiveness in the past, even matching the price of mobile phones with Apple.

Coincidentally, in March this year, Huawei released its flagship phone P60, which is equipped with Qualcomm's 4G chip and sold for over 4488 yuan.

To put it bluntly,The prices of all mobile phones equipped with Qualcomm Snapdragon chips in the market are outrageous.



And the reason for this phenomenon is actuallyThe price of mobile phone processors has skyrocketed. For example, the price of Qualcomm Snapdragon 8Gen2 has reached US $160 per tablet, which is equivalent to RMB 1134.

What concept is it?This price is much higher than Apple's A16The price of Apple A16 is $110, equivalent to approximately RMB 784.

Many netizens may say that Apple's chips are for their own use, and of course they are cheap. But in fact, the price of the Apple A16 is twice that of the previous generation.

If a chip is sold for over 1000 yuan, then such a phone may not be less than 4000 yuan.

So here comes the question,Why does Qualcomm price Snapdragon chips so high? Is it really because the market lacks Huawei?

Without Huawei, Qualcomm's life is too nourishing



2019 was the peak period for Huawei, with a shipment volume of 240 million phones and a market share of 17.6%. This achievement not only surpassed Apple, but also was one step away from Samsung.

In the domestic mobile phone market, Huawei has gained a 38.5% share.

In terms of 5G mobile phone share, Huawei reached 37%, ranking first; Samsung ranks second with a 36% share.

What does this data mean?

Firstly, in the mobile phone market, Samsung must work hard, otherwise it will follow Apple's footsteps, and Apple needs to consider whether to lower prices, otherwise the market will be further eroded.

Secondly, in the chip market, Apple and Qualcomm must increase investment in developing high-performance mobile phone chips, rather than "squeezing toothpaste".

Finally, in the 5G field, Huawei has become the leader, and individual companies are no longer competitors. They either cooperate with Huawei or use administrative power.

If you excel too much, you will always be envied and framed by villains, and Huawei is no exception.



Listed in the Entity List, Huawei lost the contract manufacturing of TSMC, prohibited the use of American technology and parts, and prohibited the purchase of advanced mobile phone chips, 5G chips, GPUs, etc.

In short, the United States has used all the methods that can be restricted and used.

We also know the result,Due to a shortage of chips, Huawei's performance has significantly declined, its smartphone business has become others, and its 5G business has been severely constrained.

Huawei's smartphone market has been almost completely divided by Samsung, Apple, Xiaomi, vivo, Honor, and others, with Huawei's annual shipment of smartphones even less than 30 million units.

Even more outrageous,Apple and Qualcomm, major smartphone chip manufacturers, can proudly squeeze toothpaste and increase prices.



Taking Qualcomm as an example, a domestic mobile phone equipped with Snapdragon 8Gen1 chip has a hardware cost of up to 3600 yuan. The reason for the high cost is:Chip prices account for 1/4.

8G1+128A1570.

.

8 Gen 1A1550%.

8 Gen 188825%A1562%A158 Gen 1.

8Gen11+3+43.0GHz2.5GHz1.8GHz4nm.

A155nm6CPU3.2GHz.



CPU8Gen112003810A517314865.

A15CPU.



GPU8Gen1115A15147.

A15GPU.

But even so,.8 Gen 232160.



8 Gen 2202211164nm 3.36GHzCPU35%,GPU25%.

.

2022322294343%.

..

SoC.



Xiaomi Lei Jun even publicly said:5%..

..

.

Domestic mobile phone chips suffer heavy losses

Domestic mobile phone chips suffer heavy losses.



2019.5G.

.



9905G SoC90008G1.

PPT.

Coincidentally, at the beginning of last month, a major domestic mobile phone manufacturerOPPOZEKU.



OPPO3500.

202212OPPO SoC MariSilicon Y.OPPO3nmSoC.

OPPO.

OPPO.OPPO.



Xiaomi, who is also developing chips, expressed at a critical moment thatThe development of Xiaomi chips will not stopP1G1SoC.

SoC.

How can domestic mobile phone chips break through?

ISPSoC.

.



202252.

202211.

.

Fortunately, there is also continuous good news coming from domestic chip devices:



Good news came from the Chinese Academy of Sciences. When President Bai Chunli investigated Changchun Institute of Optics and Fine Mechanics,EUV.

0.1nmEUV.

5pmEUV.

5nmEUV.

EUV7nm7nmChipletSoC.

.

Write to the end



.

20051092014.

If all companies are like Huawei, have domestic chips already surpassed 5nm or even 3nm?

.

Domestic chip companies no longer have any room for struggle and must take the path of independent research and development. Although there is a long way to go, we must strive to persevere!

What do you think of this?

I am Technology Mingcheng, welcome to discuss together!

Tag: Without Huawei Qualcomm starts from the ground Snapdragon 8Gen2


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