novellk Chapter 343 The Person Who Can't Be Offended (Part 1)
Chapter 343 The Person Who Can't Be Offended (Part 1)
Chapter 343 The Person Who Can't Be Offended (Part [-])
With Han Dong approaching, Qualcomm's stock price, which had finally stabilized, plunged again.
Qualcomm CEO Albert Kingsley looked livid, but he was helpless.
Although Qualcomm was still so invincible last year, with the tyranny of the 805 and the high cost performance of the 801, it seems that it has been advancing strongly throughout the year.
Not only Huawei HiSilicon and MediaTek were completely abused by Qualcomm, but even Samsung’s Orion was not enough, especially in terms of GPU, Qualcomm’s strength was in a mess.
But this year, it seems like it's been going downhill all year.
The stock price keeps falling and dropping.
The problems are endless.
First, the 810 overheated, and then Samsung, Qualcomm's largest customer in the world, completely turned against the water, completely abandoning the Qualcomm Snapdragon 810, and using its own more powerful Orion 7420 across the board.
Later, Qualcomm finally survived the most difficult moment, and the stock price began to stabilize.
But just when Qualcomm was preparing for a strong counterattack, it turned out that Mortal Technology made a move.
Mortal Technology not only cut off CDMA from Intel, but also broke the monopoly of Qualcomm.It even released the baseband of CAT.16 for the first time, directly replacing the absolute dominance of Qualcomm.
What's more, it also poached Qualcomm's world's largest baseband customer Apple, as well as a large number of other high-quality customers.
Under various shocks, Qualcomm's stock price plummeted again, and its market value directly evaporated tens of billions of dollars.
Now, everything is over. With the smooth progress of the Snapdragon 820, as well as its dominance and leading technology in the field of mobile chips, Qualcomm's volatile stock price has stabilized again, and it is even ready to fight with its back to completely reverse the decline of the year.
However, Mortal Technology still does not intend to let go.
They actually helped Intel directly and generously, and jointly released the AtomS1 chip with it!
This makes Qualcomm's Snapdragon 820 have no advantage at all!
More importantly, Mortal Technology will help Intel complete the most difficult technology integration and adjustment. In the end, AtomS1 is likely to be launched ahead of Qualcomm's Snapdragon 820!
Once that happens, Qualcomm's situation is even more difficult.
First of all, capacity ramping is a problem. The initial capacity of Qualcomm Snapdragon 820 is limited, and it is impossible to supply it on a large scale. It will take time to realize capacity ramping.
This is why, Xiaomi and other Qualcomm mobile phones have to be snapped up after they go on the market.
After all, the chip production capacity is limited, and it can only satisfy big customers like Samsung, while Xiaomi and the like can only be in the back row...
Like the Snapdragon 820, Qualcomm's supply was very scarce in the early days, barely satisfying Samsung's appetite at most.
The rest will be distributed to Xiaomi, LeTV, etc. How much can each company get?It is conceivable that it is difficult to think about hunger marketing.
It is true that in theory Intel also has this capacity problem.
But compared with Qualcomm, Intel's problems are so small, even insignificant.
The reason is simple. Qualcomm's self-designed chips need to be handed over to Samsung or TSMC for foundry. The production capacity problem is very difficult to guarantee.
Whether it is Samsung or TSMC, it is impossible to tilt all production capacity on Qualcomm.
After all, Samsung still has its own chip orders, as well as some Apple orders.
As far as TSMC is concerned, Qualcomm is at most, and can only be, the second largest customer in the world!
The first seat is always reserved for Apple!
In addition, there are chips such as Huawei HiSilicon and LianTek, which also need TSMC's fabs for OEM mass production.
In contrast, Intel does not have such a problem.
The absolute dominance in the semiconductor field has always made Intel not only the best in chip design, but also one of the world's top wafer manufacturers.
It can even be said that Intel is equivalent to the combination of Qualcomm and TSMC, which is much stronger than Samsung.
Therefore, the problem of capacity climbing is not a big problem for Intel.
What's more, with the help of Mortal Technology, Intel's AtomS1 chip is likely to be on the market earlier than Qualcomm Snapdragon 820.
By the time Qualcomm Snapdragon 820 goes on the market, I am afraid that Intel's AtomS1 chip has already completed its production capacity ramp and started a large-scale comprehensive distribution.
If that's the case, I'm afraid Qualcomm's life will become more difficult.
Therefore, it is only natural that Qualcomm's prospects are not optimistic, and the stock price has plummeted again, it should be...
Until now, Qualcomm has fully seen the means of mortal technology and Wang Fan's ability.
If there is no Mortal Technology, there will be so many twists and turns, the stock price will not be devastated one after another, and even Qualcomm's situation will be much better, too much.
But there is no way, from the moment Qualcomm made a move on mortal technology, such an ending was already doomed.
Only now did Albert Kingsley understand that some people are really hard to mess with!
…………
In addition, there is another interesting thing, which is the distribution of benefits between Intel and Mortal Technology.
The AtomS1 chip is jointly released by Intel and Mortal Technology. Although it is mainly designed and mass-produced by Intel, Mortal Technology provides the world's top advanced baseband and provides a variety of key strategic services.
However, an AtomS1 chip costs only US$80, while Mortal Technology’s baseband costs nearly US$50.
Therefore, how to distribute the benefits between the two parties has become a big problem, and it has become the focus of discussion among people from all walks of life.
Some people say that the two sides will split it fifty-fifty, and each will get $40.
However, Mortal Technology’s baseband itself is priced at $50, so it is impossible to provide Intel with all kinds of help, and instead sell it at a reduced price.
Some people also say that Mortal Technology gets $50, and Intel gets $30.
However, there are also opinions on this statement.
Intel only took $30, almost making money at a loss, and making no money at all.
……
It’s just that no matter what everyone thinks, there is an obvious direction, that is, a chip, the benefits of mortal technology will never be less than 50 US dollars.
It's just that even so, mortal technology is a bit uneconomical, and it has completely become a dedicated baseband, while various cutting-edge technology services have become accompanying Chinese cabbage.
Mortal Technology's motivation for such behavior is really unpredictable.
Of course, some people may think that Mortal Technology's behavior is for promotion, to promote the sales of Mortal Technology's baseband, even if it reduces profits.
But this claim is even more absurd.
Now, Mortal Technology's basebands are selling too well. Apple alone has placed a large order of 5000 million at one time, and there are other domestic and foreign manufacturers.Such as Xiaomi, Meizu, ZTE, Lenovo...
In addition, it is said that even LG is preparing to purchase the baseband of Mortal Technology, and even Huawei and Lianfa are a little around the corner...
The second is more likely to be slightly later.
(End of this chapter)