[Introduction]: Datang Telecom announced on May 5 that its subsidiary, Lianxin Technology Co., Ltd. and Qualcomm (China) Holdings Co., Ltd. will jointly invest more than 2.98 billion yuan to establish a joint venture company, Shengsheng Technology (Guizhou). Ltd., officially approved, this is a good thing for Datang Telecom, but it is a disaster for domestic chip manufacturers.
Although the company was established shortly, the outside world caused a war of words because of it. Zhao Weiguo, chairman of the Ziguang Group, even bluntly said that the act of Datang Telecom was Wang Jingwei’s vote.
The reason why Zhao Weiguo is so angry and dissatisfied is very simple. Yu Sheng Technology will focus on the low-end mobile phone chip market segment with a price of around 100 US dollars. It will directly conflict with the burst of purple light and will be unfavorable to the long-term development of China's semiconductor industry. After ZTE, it became the second victim of the "core" war.
瓴盛科技 is likely to become Qualcomm's marionetteAs early as a year ago, Qualcomm established a joint venture with Datang to establish Shengsheng Technology. According to public information, the registered capital of the joint venture company was 2,984,604,400 yuan, of which Lianxin Technology accounted for 24% of the registered capital of the joint venture company; Qualcomm accounted for the registered capital of the joint venture company. 24%; Jianguang Fund accounts for 35% of the registered capital of the joint venture company; Zhilu Fund accounts for 17% of the registered capital of the joint venture company.
From the perspective of the proportion of registered capital, Chinese capital is in a dominant position. However, the dominant position of the joint venture company is often in the hands of foreign investors. Moreover, the more domestic capital investment, the deeper the kidnapping, and the company does not have the possibility of repeating the high-speed rail model.
Datang used to have its own mobile phone chip design team, which is Datang Lianxin. Due to its poor performance in the commercial market, Datang disbanded the mobile phone chip R&D team, and many employees were diverted to Xiaomi's Songguo Electronics.
In the absence of a strong technical team, it is difficult for Yusheng Technology to digest the technology given by Qualcomm. Just like the dissolution of the R&D team of Yun 10 and the joint venture with McDonnell Douglas, it is impossible to achieve “technical introduction – digestion and absorption – innovationâ€, which will only bring about the bitter fruit of failure.
From the fact that Datang disbanded the core mobile phone chip team, it basically explained that Datang did not develop its own mobile phone chip. Otherwise, it is impossible to digest the Qualcomm technology on the one hand, and dispel the self-contradictory thing of the R&D team on the other hand.
Yu Sheng Technology is likely to focus on Qualcomm as an agent, Qualcomm's chip stickers into a brand of "independent research and development", "complete independent intellectual property rights", and then in the domestic low-cost dumping and exhibition news price war.
Why is the joint venture between Datang and Qualcomm reminiscent of "Wang Jingwei Investment Day"For joint ventures with overseas companies or for technical cooperation, we cannot kill them with a stick, and we must analyze the specific situation.
If through joint ventures or cooperation, you can reach out to the world's top technology, enter the field that has been monopolized by Western technology companies, and grab a part of the market from foreign giants. This kind of joint venture or cooperation is feasible.
If the joint venture or cooperation is to introduce the technology already in the country and it will impact the market already occupied by domestic enterprises, such joint venture or cooperation should not be done.
The joint venture between Datang and Qualcomm is this type. Since Yusheng Technology is focusing on the low-end mobile phone chip market segment with a price of around US$100, this segment is the basic disk of Ziguang. All the technologies of the low-end mobile phone chip have been fully grasped.
It can be said that the joint venture between Datang and Qualcomm is to introduce low-end mobile phone chip technology that has already been mastered in China, and it will impact Qualcomm's competitors in the low-end mobile phone chip market. This practice is suspected of mutual conflict. The result will only be the pain of the relatives, the enemy is fast. It is no wonder that the industry insiders have evaluated the joint venture between Datang and Qualcomm as "Wang Jingwei Investment Day."
I have already introduced that Datang and Qualcomm joint ventures were a year ago. However, in the past year, the Ministry of Commerce has not approved the joint venture of the two companies. There is no secret in this. We are not aware of the pros and cons of the Ministry of Commerce. It has been dragged after the trade-off analysis.
After US Treasury Secretary Mnuchin and his entourage visited China and held economic and trade consultations with China, Qualcomm and Datang joint venture were immediately approved by the Ministry of Commerce. It's hard not to be reminiscent. This is the result of pressure from the US.
Once Yusheng Technology began commercial operation, putting Qualcomm's low-end chips into a vest and dumping it in China will directly impact the purple light.
It must be pointed out that since Qualcomm only accounts for 24% of the joint venture company, it is equal to Qualcomm only loses 1 US dollar in the price war, and domestic capital will lose 3 US dollars. To make matters worse, the background of the national character of Datang Telecom and Jianguang Capital can easily obtain the money of the government and state-owned banks. As a result, China’s state-owned capital has helped Qualcomm to smash the embarrassing situation of Ziguang.
Once this prediction becomes a reality, it is definitely a scene full of black humor. The purple light is sharp, and it is very likely to become the second victim after ZTE.
Huawei, Ziguang Zhanrui, ZTE are bound to face brain drainAfter the establishment of Yusheng Technology, in order to provide technical support to downstream manufacturers when selling chips, it is necessary to recruit engineers. They are bound to dig from Huawei, Ziguang Zhanrui, and ZTE Microelectronics. Some engineers are also likely to pay higher wages. Join Yu Sheng. This will divert China's valuable chip design talent.
Datang Telecom's most central enterprise, and Qualcomm joint venture to build a subsidiary, with foreign vest chips packaged into state-owned chips, such behavior is ugly. Moreover, under the general environment of China's vigorous development of chip technology, this is not conducive to the independent development of China's chips.
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