As we all know, Huawei is affected by the US ban, and currently self-developed chips cannot be manufactured, and the procurement of key components from third parties is also restricted. This also makes Huawei’s mobile phone business face the dilemma of no chips available after the chips in stock are exhausted.
Although Qualcomm has previously obtained a license from the U.S. Department of Commerce to supply mobile phone chips to Huawei, it can only supply 4G-related mobile phone chips, and 5G chips have not been approved. Therefore, if Huawei’s flagship machine wants to continue to maintain a certain amount of shipments, it will inevitably need to go through the 4G version. After all, Huawei’s own flagship 5G SoC and the inventory of 5G baseband chips available for mobile phones are no longer enough.
Recently, according to a Twitter blogger, Qualcomm will launch a low-end version of the Snapdragon 888 processor, code-named SM8325.
This processor is different from the existing Snapdragon 888 in that the cheap version of the Snapdragon 888 does not integrate a 5G baseband chip and only supports 4G networks, which means that Qualcomm will launch a 4G version of the Snapdragon 888 processor. It is said that this chip is likely to be specially prepared for China’s Huawei.
After being affected by the U.S. ban on sales, Huawei cannot continue to produce its own chips, nor can it freely purchase chips from third parties (such as MediaTek), and will face the dilemma of no chips available. Among them, especially for Huawei’s flagship mobile phones, the highest-end Kirin 9000 series processors will not be mass-produced until mid-2020, but TSMC has been unable to continue production after September 15. According to previous statistics, there are only more than 8 million Kirin 9000 series chips obtained by Huawei from TSMC. Subsequently, the Mate40 series, MateX series, and the upcoming P50 series will all use this chip, and it is expected that Huawei’s inventory is running low.
In addition, even Huawei’s previous generation flagship chip Kirin 990 5G processor, after the recently launched P40 mobile phone is used, the stock situation is not expected to be optimistic, and the combination equipped with Kirin 990 integrated 4G baseband chip will be launched to maintain the continuous demand for smartphone shipments .
Although Qualcomm has previously obtained a license from the U.S. Department of Commerce to supply mobile phone processors to Huawei. However, the license stipulates that only processors that support 4G networks can be supplied. If the 5G processors are not licensed, this makes Huawei’s mobile phones if they want to continue to maintain a certain amount of shipments. 4G version shipped.
According to foreign media analysis and reports, Huawei can only use Qualcomm’s high-end 4G processors to maintain mobile phone shipments. At present, Qualcomm’s flagship processors are all 5G processors, so they cannot directly supply Huawei. At this time, if Qualcomm launches the Snapdragon 888 that only supports 4G, the customer will definitely only be Huawei.
The report further analyzed that once Huawei successfully obtained the 4G version of the Qualcomm Snapdragon 888 processor, then Huawei can continue to launch the 5G version of the flagship mobile phone equipped with the Kirin 9000 series to focus on the high-end market. In addition, the launch of the 4G version of the Qualcomm Snapdragon 888 processor mobile phone, after reducing the price, will mainly focus on the mainstream market, which is mainly based on volume, so that Huawei can maintain Huawei’s operation in the high-end mobile phone market to a certain extent. However, it has not yet been confirmed when the Qualcomm 4G version of the Snapdragon 888 processor will be launched, so the time when Huawei’s related mobile phones will come out is still uncertain, and the follow-up will continue to observe.
In addition, according to domestic media analysis, as far as China is concerned, under the circumstance that the price of the 5G version of the Snapdragon 888 is reduced to less than 3,000 yuan, even if Huawei launches a mobile phone equipped with the 4G version of the Snapdragon 888, it has little to do with domestic users. On the contrary, in foreign markets, this chip is of greater significance to Huawei. Huawei mainly focuses on 4G mobile phones in the European market, and has a high market share and brand loyalty. If the stock is sufficient, Huawei can quickly regain its local share. .