The relationship between Qualcomm and Apple has been tangled up. The lawsuits of both parties can also be regarded as a wonderful work in the technology industry. Recently, news about Qualcomm’s acquisition of NXP and malicious acquisitions by Broadcom is even more rumors. According to a report on the Forbes website on January 17, Qualcomm stopped cooperation with Apple's new products and switched to the Chinese market. Qualcomm's various core mobile services have to some extent led to its dependence on technology companies such as Apple. Now its diversification strategy will help Qualcomm broaden its business scope and increase profit income.
Qualcomm began to engage with Chinese OEMs (Original Equipment Manufacturers) and their dependence on Apple is gradually diminishing. Not only that, Chinese manufacturers are also growing faster than Apple. Qualcomm said that Chinese manufacturers are expected to dominate the global smart phone market by 2022. This argument is not groundless - Qualcomm has established a foothold in China's 5G market, and Chinese manufacturers will also move to the global market. In addition, Chinese manufacturers such as Vivo, Oppo, and Xiaomi have also grown rapidly, especially in Asia, which has a huge market space.
China's smart phone market is gradually moving from the low-end to the high-end, which brings huge opportunities for development to Qualcomm. Qualcomm's Xiaolong 600 and 800 series chips have occupied the mainstream of the Chinese market, and now the already large Chinese market will use more Qualcomm chips. Companies such as Vivo, Oppo and Xiaomi will be equipped with Qualcomm’s high-end chips, and their high-end mobile phones will also see a significant increase in sales. Qualcomm also mentioned that its QCT (QualcommCDMA Technologies) division's revenue from Chinese OEMs in FY2017 was twice that of Apple, which is a compound annual growth rate of 17%.
Qualcomm’s leading position in the 5G field is unmatched. China is also very ambitious about 5G technology, so that Qualcomm will further grow bigger and stronger in the Chinese market. The first batch of 5G mobile phones will undoubtedly be the first to launch high-end series. We may be able to look at the high-end 5G mobile phones in 2020 or 2021.
The diversified developments in the front-end of RF, automobiles, and the Internet of Things have solidified the foundation of Qualcomm. Even if an industry is declining, the development of Qualcomm will not be seriously affected. These non-core businesses are expected to contribute about $7 billion to $8 billion in revenue in fiscal year 2019, and will grow at a steady rate of 25% in fiscal year 2017-2019. A few months ago, the patent lawsuit between Qualcomm and Apple also made a lot of noises. However, Apple may seriously ignore the point: If Qualcomm can do no longer rely on Apple within one year, then Qualcomm will have the upper hand and lead the development of 5G technology. Having said that, who can think of Qualcomm investing so much energy in these non-core businesses?
However, the political relationship between China and the United States is complicated. Giving up Apple and switching to the Chinese market is also a risky move. Qualcomm has already paid a one billion U.S. dollar fine to China. For China, which is eager to lead the development of 5G, Qualcomm is still in the 5G field. It can be said that the Chinese market is a hot potato, and Qualcomm was wearing gloves to catch the mountain.
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