Han Dong is coming, and Qualcomm finally stabilized Dìng's stock price and entered a state of collapse again.

Qualcomm CEO Albert Kingsley was grim-faced, but helpless.

Although Qualcomm was still so invincible last year, with the strength of 805 and the ultra-high cost performance of 801, it seems that all year long, it has advanced strongly and destroyed the ancient era.

Not only Huawei HiSilicon and MediaTek were abused by Qualcomm, but even Samsung's Orion is a little under-sighted, especially in terms of GPU, Qualcomm is a strong mess.

But this year, it seems like the whole year has been going downhill.

The stock price keeps falling and falling.

The problems are endless.

First, the 810 was overheated, and then Samsung, Qualcomm's largest customer in the world, completely abandoned the Qualcomm Snapdragon 810 and adopted 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 CDMA from Intel's hands, but also broke Qualcomm's monopoly. It is the first time that the baseband of Cat.16 was released, which directly replaced Qualcomm's absolute supremacy.

What's more, it also poached Apple, Qualcomm's world's largest baseband customer, as well as a large number of other high-quality customers.

Under all kinds of shocks, Qualcomm's stock price plummeted again, and its market value directly evaporated tens of billions of dollars.

Now, everything has passed, and with the smooth progress of the Snapdragon 820, as well as its supremacy and leading technology in the field of mobile chips, Qualcomm's wavering stock price has stabilized again, and it is even ready to fight against the odds to completely reverse the decline of the year.

However, Mortal Technology still doesn't intend to let go.

He even directly helped Intel in a big way. And jointly released the atoms1 chip with it!

So Qualcomm's Snapdragon 820 has no advantages at all!

What's more, Mortal Technology will actually help Intel complete the most difficult technical integration and tuning, and in the end, Atoms1 is likely to preempt Qualcomm's Snapdragon 820 on the market!

Once that's the case, Qualcomm is in an even more difficult position.

First of all, capacity ramp-up is a problem. The initial production capacity of Qualcomm Snapdragon 820 is limited, and it is impossible to supply it on a large scale, and it will take time to achieve production ramp-up.

This is also why Qualcomm mobile phones such as Xiaomi have to be snapped up after they are listed.

After all, the chip production capacity is limited, and it can only meet the needs of large customers like Samsung, while Xiaomi and the like can only be ......

For example, the Snapdragon 820, the initial supply of Qualcomm was very scarce, and at most it barely satisfied Samsung's appetite.

A little bit left. How much can each family get if it is distributed to Xiaomi, LeTV and the like? It is conceivable that it is difficult not to starve for marketing.

Admittedly, theoretically, Intel also has a capacity problem.

But compared to Qualcomm, Intel's problems are simply too small, even insignificant.

The reason is simple, Qualcomm independently designs chips and needs to be handed over to Samsung or TSMC to foundry. The production capacity problem is very difficult to guarantee.

Whether it's Samsung or TSMC. It is impossible to tilt all the production capacity on Qualcomm.

After all, Samsung also has its own chip orders, as well as some Apple orders.

For TSMC, Qualcomm is, and can only be, the world's second largest customer!

The first seat will always be reserved for Apple!

Furthermore. There are also chips such as Huawei HiSilicon and LianTek, which also need TSMC's wafer factories to be foundry for mass production.

Intel, on the other hand, doesn't have such a problem.

The absolute hegemony in the semiconductor field has made Intel not only among the best in chip design, but also one of the world's largest wafers.

One could even say. Intel is equivalent to a combination of Qualcomm and TSMC, and is much more powerful than Samsung.

Therefore, the problem of capacity ramp-up is not a big problem for Intel.

What's more, with the help of mortal technology, Intel's ATOMS1 chip is likely to be launched first than Qualcomm Snapdragon 820.

By the time Qualcomm Snapdragon 820 is launched, I'm afraid that Intel's Atoms1 chip has already completed its production ramp-up and begun large-scale comprehensive distribution.

If that's the case, I'm afraid Qualcomm's life will be even more difficult.

Therefore, it is natural that Qualcomm's prospects are not optimistic, and the stock price plummets again, which should be ......

It is only now that Qualcomm has thoroughly seen the means of mortal technology and Wang Fan's ability.

If there were no mortal technology, where would there be so many twists and turns, and the stock price would not be able to withstand the devastation one after another, and even Qualcomm's situation would be much better, too much.

But there is no way, from the moment Qualcomm made a move on mortal technology, it was already doomed to such an ending.

Albert Kingsley now understands that some people are really people who can't be messed with!

…………

In addition, there is another interesting matter, which is the distribution of interests between Intel and Mortal Technology.

The Atoms1 chip was jointly released by Intel and Mortal Technology, although it was mainly designed and mass-produced by Intel, Mortal Technology provided the world's top advanced baseband and provided a variety of key strategic services.

However, the Atoms1 chip costs only $80 each, while the baseband of Mortal Tech sells for nearly $50.

Therefore, how to distribute the interests of the two sides has become a big issue, 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 take $40 each.

But the baseband of Mortal Technology itself costs $50, and it is impossible to provide Intel with all kinds of help, but it is sold at a reduced price.

Others say that Mortal Tech gets $50 and Intel gets $30.

However, there are also people who have zài opinions on this statement.

Intel only took $30, almost losing money and making money at all.

……

It's just that no matter what you think, there is an obvious direction, that is, a chip, the benefits of mortal technology, will definitely not be less than 50 US dollars.

It's just that even so, then mortal technology is a little cost-effective, and it has completely become a specialized baseband, and various cutting-edge technology services have become cabbages to accompany them.

The motives for such actions of mortal technology are truly elusive.

Of course, some people may think that such behavior of Mortal Technology is to promote and promote the sales of Mortal Technology basebands, even if it reduces profits.

But this statement is even more absurd.

Now, the baseband of Mortal Technology is selling too hot, and Apple alone has placed a large order of 50 million at one time, as well as other domestic and foreign manufacturers. For example, Xiaomi, Meizu, ZTE, Lenovo, ......

In addition, it is said that even LG is ready to purchase the baseband of Mortal Technology, and even Huawei and LianTek are a little ready to move......

(To be continued.) )

PS: The second is more likely to be a little later.