Wen/Yi Ping Technology
The reason why Qualcomm doesn't make mobile phones is very simple, because under the current business model in Qualcomm, making mobile phones will not only make money, but also damage its existing profit model. It's a lose-lose situation. Why did Qualcomm do it?
before the 21st century, Qualcomm actually produced mobile phones. The first mobile phone supporting CDMA network in the world came from Qualcomm, and the model was pdQ. That's right. Everyone should be familiar with this Qualcomm logo, right?
However, the purpose of Qualcomm's mobile phone business in those years was not to make money at all, but to promote its CMDA business. Moreover, Qualcomm's mobile phone business has never made money, and it is a loss-making business. Then in 2, Qualcomm sold his mobile phone business to Kyocera.
however, with the advent of the 2G era, CDMA technology led by Qualcomm has become a beacon and an international communication industry standard with its excellent communication characteristics.
At that time, Qualcomm's precipitation in the field of communication technology was unparalleled. It can almost be said that in the 2G and 3G era, no enterprise engaged in communication business could circumvent the patent of Qualcomm, and the Qualcomm tax was actually born in this period. With its absolute advantage in patents, Qualcomm has become a company that can make money while lying down.
Qualcomm's footsteps are not limited to this. In 27, when Apple just released its first iPhone, Qualcomm also announced its first Snapdragon chip, the ——Snapdragon S1. By virtue of its advantages in communication technology, it has defeated traditional chip companies including NVIDIA, Texas Instruments and Intel, and become a new star of mobile chip companies, which has also made Qualcomm today.
Seeing this, some friends may have questions. Qualcomm has such a strong performance at both ends of communication and chips, and it has a unique advantage in the mobile phone industry. Why not choose to produce mobile phones?
First of all, at this point in time, if Qualcomm chooses to set foot in the mobile phone market, it is likely to face a lose-lose situation. You can look at Qualcomm's financial report. Qualcomm's business can be mainly divided into two parts-QCT business (that is, semiconductor business) and QTL business (patent licensing business). In the Q3 financial report of 221, the revenue of QCT business in Qualcomm reached 6,472.2 million US dollars, while that of QTL business was only 1,489 million US dollars.
as you can see from this revenue report, QCT, that is, semiconductor business, is its main source of income, and at present, mobile phone chips are still the main business in QCT (accounting for more than 6%).
So let's think about it. What will happen if Qualcomm chooses to enter the mobile phone industry now? Quite simply, other mobile phone manufacturers will gradually weaken their dependence on Qualcomm Snapdragon chips and embrace MediaTek instead. Why? Because Qualcomm's status has changed from an upstream supplier to a competitor in the same industry.
it sounds magical to buy the core components of your own products from competitors. Because no one wants to give their lifeblood to a competitor. And Qualcomm himself knows that being a referee and a player is a big taboo.
Therefore, if Qualcomm chooses to enter the mobile phone market, the revenue of his QCT business will definitely be greatly affected, which is likely to make MediaTek, which was originally suppressed, soar.
On the other hand, it's not that simple for Qualcomm to do the mobile phone business. Although he has unique advantages in communication technology and chips, he is really a shortcoming in the system. If Qualcomm wants to build a mobile phone, he can only choose Android at present, and making an Android machine means-"thin profits", which is better than Samsung's failure to split with Apple's mobile phone in the high-end market. How can Qualcomm guarantee his mobile phone? Google is awesome, right? It made its own mobile phone, and what happened? Google pixel series phones have always been tepid and half-dead.
but if you make a mid-range mobile phone or a cheap mobile phone, judging from Qualcomm's size and corporate atmosphere, he can't make a domestic mobile phone at all, and the operating cost is there, so it's no good to make an OEM. Is Qualcomm as famous as Nokia? How is the Nokia sticker machine now? Everyone knows it. Therefore, if Qualcomm makes mobile phones at this stage, there is only one ending-"a complete failure". Elvin Jacobs, the old man, probably can't sit still.
However, there is still a possibility that Qualcomm will enter the mobile phone market himself in the future, because the general trend of the mobile phone industry at present is that mobile phone manufacturers need to have their own chip systems, and all mobile phone giants are also preparing in this way. Therefore, if one day in the future, Qualcomm finds that mobile phone chips cannot be sold, it is very likely that he will return to his old job and start to enter the mobile phone market. After all, smart phones are an entrance in the Internet of Things era, and their importance is very high. What about the future?
As for why Qualcomm didn't make a mobile phone in 27, personally, it is due to his corporate strategy and ideas. Qualcomm has always played the role of TOB, and the seven founders of Qualcomm are all technicians. Making C-end products is not what they are good at, and their precipitation in the operating system field is really limited, so they have not set foot in the mobile phone business.
these still need to be developed according to our own actual situation. The performance of its chips can be seen from the running score data of Master Lu.