How to treat the anti-monopoly investigation of Qualcomm by the National Development and Reform Commission?
In a statement, Qualcomm also claimed that Qualcomm will reduce the patent utilization rate in China, allowing manufacturers to use only 3G and 4G patents in Qualcomm without bundling other patents, and Qualcomm will no longer require China mobile phone manufacturers to reverse license patents for free. Qualcomm escaped. The fine of nearly $654.38+billion seems to be very large, but it is actually only one tenth of the sales in China District of Qualcomm according to the usual practice. For Qualcomm with deep pockets, although the meat hurts, it won't hurt the muscles and bones. According to the compromised agreement, the licensing fee in Qualcomm is 5% of 3G equipment (including 3G/4G multimode equipment), 3.5% of 4G equipment (including 3-mode LTE-TDD equipment) and the standard starting point of patent fee is 65% of the total equipment sales for branded equipment licensed in Qualcomm and sold only in China market. Compared with the previous model, this clause only reduces the expense base from 100% of sales to 65%, and China enterprises can save one third of the patent fees. However, the National Development and Reform Commission did not ask Qualcomm to change the charging base of patent fees from the whole machine to the chip. This is Qualcomm's greatest advantage. The price of chips in Qualcomm is usually less than one-fifth of that of mobile phones, and less than one-tenth of that of high-end mobile phones. According to the original intention of the National Development and Reform Commission, the patent fee is charged according to the chip price. Qualcomm's expectations will be much worse than now. To make matters worse, China's fine will set off a chain reaction. The EU investigation has begun, and global encirclement and suppression means that the current model of Qualcomm is unsustainable. This is what Qualcomm and investors were most worried about. Now, one-tenth of the sales and one-third of the price reduction of Gao GM in China have brought about the continuation of the business model. Qualcomm is very satisfied. The National Development and Reform Commission (NDRC) provided 6 billion yuan to reduce the cost of patent fees by one-third for domestic enterprises, which is equivalent to winning a profit of 1% to 2% for domestic mobile phone enterprises. The result can also be satisfactory. This punishment is a balance point acceptable to both sides.