Author: tenderloin

China should learn from US to use national security to block any foreign compan   [Copy link] 中文

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Post time 2018-3-6 03:48:50 |Display all floors
This post was edited by sfphoto at 2018-3-6 03:54
tenderloin Post time: 2018-3-6 03:31
How does China setting it's own 5G standard helps when it revealed that to foreign players.
Qualco ...

Huawei doesn’t sell its mobile chipsets to Chinese smartphone OEMs because they’re competitors. So Xiaomi, OPPO, Vivo, etc. buy their mobile SoCs from Qualcomm but Mediatek and Spreadtrum have all but won the low-end market. In the mid-end and high-end markets, the top three smartphone OEMs (Apple, Samsung, Huawei) all design their own SoCs in-house and no longer depend upon Qualcomm. Both Huawei and Samsung have their own 4G/5G patent portfolios but not Apple who is getting sued by Qualcomm to enforce its 4G/5G patents.

The name of the game is IP. If you don’t own your own IP, then you end up doing the hard work of engineering and manufacturing for others who own the technology. That’s the problem with the PC industry. Both Intel and Microsoft own the core IP of the PC industry standard, so all the PC OEMs do all the work but Intel and Microsoft make all the money.

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Post time 2018-3-6 04:03:57 |Display all floors
sfphoto Post time: 2018-3-6 03:48
Huawei doesn’t sell its mobile chipsets to Chinese smartphone OEMs because they’re competitors. S ...

How do you own the IP?
Well, let's say China 5G standard only revealed to domestic players.
This way force the domestic players to design their own China 5G standard IP

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Post time 2018-3-6 04:04:28 |Display all floors
This post was edited by tenderloin at 2018-3-6 04:05
sfphoto Post time: 2018-3-6 03:48
Huawei doesn’t sell its mobile chipsets to Chinese smartphone OEMs because they’re competitors. S ...

How do you own the IP?
Well, let's say China 5G standard only revealed to domestic players.
This way force the domestic players to design their own chips with China 5G standard IP

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Post time 2018-3-6 04:06:58 |Display all floors
It's dumb to reveal China 5G standard to foreign players.

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Post time 2018-3-6 04:07:40 |Display all floors
It's foolish to reveal China 5G standard to foreign players.

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Post time 2018-3-6 04:20:54 |Display all floors
This post was edited by sfphoto at 2018-3-6 04:21
tenderloin Post time: 2018-3-6 04:03
How do you own the IP?
Well, let's say China 5G standard only revealed to domestic players.
This w ...

Most Chinese smartphone OEMs are manufacturing not technology companies with a few such as Xiaomi, VIVO, OPPO, etc having their own brands and operating their channels. The exception is Huawei with its own 4G/5G patents. Chinese OEMs will need to create their own IP by designing their own SoCs and inventing their own smartphone technologies such as AI, AR/VR, 2D/3D, video/imaging, cameras, etc. They can then license the 4G/5G baseband processor from Huawei.

Qualcomm has already lost the chipset market to Huawei, Apple, Samsung, Mediatek and Spreadtrum. The only thing it has now is its technology licensing business which is enforced by its vast patent portfolio.

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Post time 2018-3-8 03:40:08 |Display all floors
sfphoto Post time: 2018-3-6 04:20
Most Chinese smartphone OEMs are manufacturing not technology companies with a few such as Xiaomi,  ...

No, Qualcomm still the dominant chip supplier to China market. Xiaomi, oppo, vivo all use qualcomm chipsets.

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