Let’s not talk about what problems Xiaomi ThePaper S2 has encountered and what kind of performance it can achieve. If the ThePaper S2 can really reach the performance of today’s Qualcomm Snapdragon 800, then there is no doubt that Qualcomm Will gradually dilute the cooperative relationship with Xiaomi, why didn't Xiaomi dilute it first? Because ThePaper S2 does not have an exclusively designed baseband chip, and the relevant baseband and patents are still in the hands of Qualcomm, even if ThePaper S2 has strong performance, the weaknesses of the baseband will still be exposed.
Xiaomi has been cooperating with Qualcomm since its establishment. Xiaomi mainly relies on the performance advantages of Qualcomm chips to earn selling points and win the recognition of mobile phone enthusiasts, and Qualcomm naturally hopes that Use Xiaomi to boost the sales of its own chips. After all, Huawei does not use Snapdragon now, and Samsung does half and half. If Xiaomi continues to reduce orders for Snapdragon, Qualcomm will obviously be unhappy. Perhaps in the future, Qualcomm will gradually reduce its shipments to Xiaomi. Priority, for example, it may not be Xiaomi’s turn to be the first launcher, which can be regarded as a disguised blow.
Qualcomm knows that Xiaomi’s technical capabilities cannot escape Qualcomm’s patent wall like Huawei, and Xiaomi itself is also very clear about it, so the Pengpai chip has not targeted high-end performance since the project was established. , but focused on the mid-to-low-end, so as to avoid conflicts with Qualcomm as much as possible, but unexpectedly it backfired, and the progress to the ThePaper S2 chip was almost aborted.
Qualcomm does not crack down on other processors, it only charges patent fees. Just like Huawei pays Qualcomm 4 billion in patent fees every year, if Xiaomi does not use Qualcomm processors, it will also have to pay patent fees like Qualcomm. Then Xiaomi's price will be the same as Huawei's. It is precisely because Huawei has paid so many patent fees that it cannot lower its price. Xiaomi's advantage is cost-effectiveness. If you use a mobile phone that is not as good as Qualcomm's processor, but the price is higher than others, there will be no advantage at all. Unless you have to fake the moon photo, or hire some trolls to deceive consumers by telling lies about mobile phones killing SLR cameras, but that won't last long.
It is estimated that Xiaomi's test film is now like publishing a paper and sending it to others. The editor says it won't work here today, and says it won't work there tomorrow. If someone doesn't want you to publish it, it won't work again and again. If there is a relationship, it will work instantly.
I don’t think a company that uses pork to satirize its own research and development will have the ability to make its own technology products, let alone self-developed chips.
Since Huawei’s self-developed chips have achieved great success, Xiaomi has also launched its own chip ThePaper s series, which has also allowed Xiaomi to enter the world that can independently develop mobile phone chips, but the ThePaper s series The chip has only been developed for the ThePaper s1, and it is only used on the Xiaomi Mi 5c phone. After many practical tests, the Therode s1 is inferior to the Snapdragon 625, Qualcomm's low-end chip.
As for ThePaper s2, it can be said that it has not been produced yet. It has been a long time since the release of ThePaper s1. If ThePaper s2 has reached the level of mid-range processors, then it will be difficult to see it in the old market. It is still difficult to cause Qualcomm to attack.
First of all, if ThePaper S2 reaches the mid-range level, even then it will be difficult for this chip to get into the eyes of Qualcomm, because Qualcomm has many mid-range processors, and it can be said that It is the best mid-range processor in the world today. Even if Xiaomi's ThePaper S2 reaches the mid-range level, will it be able to compete with Qualcomm's mid-range processor in terms of performance? I think this is very difficult. I think Think about when Huawei started making mobile phone processors. Even today, it can only rely on the time difference to compete with Qualcomm at a 50-50 ratio, and it is only on high-end processors. Qualcomm's Snapdragon 7 series is a mid-range processor. It can be said that Huawei’s Kirin 8 series has been released continuously, but Huawei’s Kirin 8 series has not been able to do so.
So even if Xiaomi’s ThePaper S2 reaches the level of mid-range processors, it is still difficult to compete with Qualcomm. Not to mention that Xiaomi and Qualcomm have such a close relationship. How close is it? Whenever Qualcomm releases its high-end processor method, Xiaomi is almost always the first domestic user.
And we can also see this from Samsung. Samsung also releases its own flagship price processor every year, and it is not much worse than Qualcomm's flagship processor. However, Qualcomm still cooperates very well with Samsung, so there is no such thing in the world. Forever friends only have eternal interests. As long as Xiaomi and Qualcomm are still cooperating and mutually benefiting, Qualcomm will definitely not attack Xiaomi because of the Paper S2.
The answers listed above are not of any reference. Let me talk about the conclusion first, no. Then briefly explain why.
1. Xiaomi should be able to make a mobile phone SOC, but it will not be able to ship in large quantities within a few years, let alone be used in flagship phones, and it will not affect the purchase volume from Qualcomm.
2. Qualcomm 8 series chips, 7 series, and 6 series chips are purchased in large quantities by Xiaomi every year. Even if they use MediaTek, Qualcomm of the same grade also has mass-produced models, which are more reliable than ov for Qualcomm, so Xiaomi got a lot of starts.
3. Qualcomm mainly relies on patent licensing to make money. This is the big one. It does not make much money on 7 series and 6 series chips. Xiaomi's small use of self-developed chips will have little impact on Qualcomm's profits and will not have any impact on the cooperation between the two.
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Manufacturers with relatively few communication patents Researching chips is more to supplement Qualcomm chips (there is a big gap between 8 series and 7 series now) to enhance competitiveness, and the overall cost is relatively high, so Qualcomm chips will still be used in large quantities; at the same time, due to the difficulty of baseband design, it may be Qualcomm baseband is introduced into self-developed chips.
Xiaomi launched the Pascal S1 just to raise funds and go public. It will not release the S2. The main reason is that it is too expensive and takes too long. It is more cost-effective to buy Qualcomm directly
Won't! Unless Qualcomm receives a fatal order to crack down on Xiaomi, Xiaomi's Surging S2 will face the potential danger of not being beaten by OEM.
Instead, Qualcomm will helplessly watch Xiaomi use the mid-to-high-end Surging S2, hoping that Xiaomi will continue to buy its own low-end chips. It has always been afraid that Xiaomi will actually develop it by itself.
There are many examples that can be used to prove this.
Huawei has long been equipped with self-developed chips, and also equipped with chips developed by Qualcomm. Qualcomm was once ordered to cut off supply, but later changed its tune. Huawei's chips are in danger of being banned from manufacturing.
, was repeatedly praised by Qualcomm for its contribution, and Qualcomm seemed to be pestering Xiaomi to buy it.
Xiaomi has also repeatedly praised Qualcomm's chips in order to sell more of its own mobile phones.
Qualcomm has clearly seen that VⅰVO and OPPO have or will have "double-mindedness", but they are still supplying and will continue to supply.
Why won’t Qualcomm take the initiative and decide on its own to crack down on Xiaomi, Huawei, O, and V, including Apple and Samsung, which also have self-developed chips?
Qualcomm is not that unbearable and stupid.
How can Qualcomm not understand the principle of supply only when there is demand, and selling only when there is buying? Both of them are trying to make money. If people have it, they don't have to buy it. If they don't buy it, they won't buy it again. But, what will other buyers think? Forced buying and selling are both despicable. You will ruin your own brand. Only by being kind can you make money. If the transaction cannot be successful, benevolence and righteousness should still be there.
Is Apple bullish? If you think it’s too expensive, don’t buy it and give it a try. Qualcomm is much more awesome than Apple, so just give it a try! I won’t sell it to you. Will Apple bow its head? !
Qualcomm may praise Xiaomi even more, [Like] [Like] [Like] Mr. Lei Jun is awesome, and there are self-developed chips available, which are mid-to-high-end!
Among opponents, only strong players will respect and admire strong players. Otherwise, praise is derogation.
It is known that Qualcomm admires Huawei!
Xiaomi has the mid-to-high-end Surging S2, will Qualcomm receive a decisive order to crack down? Let’s see if Xiaomi will be the same as Huawei, with strong high-tech capabilities!
This is certain. Qualcomm currently occupies an important position in the domestic mobile phone chip market. Except for Huawei, which has its own chips, other mobile phone manufacturers use Qualcomm's chips. Qualcomm won't watch another Huawei emerge.
1. The author believes that Xiaomi's Pengpai chip cannot threaten Qualcomm in the short term. Xiaomi's time to make chips is too short and it needs time to accumulate. Huawei HiSilicon has also been able to keep pace with Qualcomm Snapdragon flagship chips starting from Kirin 970.
2. But the author believes that if Xiaomi really wants to develop chips, Qualcomm cannot stop it. Even if Qualcomm uses supply cuts to threaten Xiaomi, Xiaomi can still use MediaTek's chips. In terms of 5G chips, MediaTek is not inferior to Qualcomm.
In summary: If the performance of ThePaper S2 reaches a level that threatens Qualcomm’s flagship processor, Qualcomm will probably take certain measures, but it’s hard to say whether they will be effective. In short, I hope Xiaomi can work hard on self-developed chips!
No! If you want to be attacked by Qualcomm, you must pose a big enough potential threat to Qualcomm. Xiaomi's ThePaper S2 assumes that its performance has reached mid-to-high-end, but it still cannot pose a threat to Qualcomm, because now the field of mobile phone chips is no longer just based on pure Chip, as the baseband of communication equipment, is more important!
1. Mobile phone chips cannot win simply by their performance
In fact, there were many manufacturers competing in the field of mobile phone chips. In the early years, there were Texas Instruments, NVIDIA, etc. The chips developed by these manufacturers had high performance They are both very strong. If you want to count them purely in terms of performance, they can be called mid-to-high-end. At that time, the performance of Texas Instruments' mobile phone chips exceeded that of Qualcomm's Snapdragon processor.
However, these manufacturers still lost in the competition with Qualcomm. Texas Instruments, Nvidia, etc. finally gave up mobile phone chips.
Let’s take a look at Apple’s A processor. Its performance can be said to be the strongest among all current mobile phone chips, but so what? Apple still chose to keep its head high in 2019 and settled with Qualcomm to pay a large amount of patent fees. The reason is that Apple still does not have enough strength to develop its own baseband. Without this product in the new trend of 5G, it is basically waiting to die. Therefore, the only choice is to compromise!
2. Being able to develop ThePaper S2 does not mean that it has baseband R&D capabilities
Even if we assume that ThePaper S2 is a mid-to-high-performance processor, the R&D team obviously cannot handle 4G and 5G Baseband, because the research and development of this thing is much more difficult than mobile phone chips, it will not be possible without more than ten years of hard work in the communication field.
Why? Because the patent barriers in this area are too strong, a large number of patents in the communications field are held by Qualcomm, and after the evolution to 5G, Huawei and Samsung also have some. These technical patents are basically insurmountable obstacles for the R&D team. Some people vividly call them the Great Patent Wall! If you want to do complete self-research, you can only avoid these patents and develop new technologies and paths. This is completely unimaginable. Look at Intel, which has not made much progress after several years. They are still a giant in the semiconductor field. , we need money, people, technology, and factories, but the results are not good.
There are only a few companies in the world that can really develop self-developed basebands, Qualcomm, Huawei, Samsung, MediaTek, and Spreadtrum. There is no one left who can do this. Intel has completely failed. Technology and people are packaged and sold to Apple, and the follow-up depends on whether Apple can make a breakthrough.
Lscssh Technology Official View:
A mid-to-high-end mobile phone chip without baseband R&D capabilities is not a threat to Qualcomm at all. Why is Qualcomm too lazy to attack you? If you don’t have a baseband chip, you’ll still have to beg Qualcomm for a baseband! Finally, I would like to say that with Xiaomi's current strength, it is unable to produce any mid-to-high-end ThePaper S2. The mobile phone chip industry is basically one generation per year, and it is developing too fast! If there really is an S2, I'm afraid even the low-end ones won't be up to par.