As we all know, Qualcomm's business model mainly comes from two parts: chip sales + patent license, and this is also the key point that countries believe is in violation of anti-monopoly law. Everyone agrees that Qualcomm abuses the monopoly of the market and forces mobile phone manufacturers to pay for unnecessary patents when selling chips.
According to reports, the South Korean anti-monopoly department said today that it has imposed a fine of 1.03 trillion won (about 854 million US dollars) on Qualcomm. The amount of fines set a record for anti-monopoly penalties in South Korea.
As we all know, Qualcomm's business model mainly comes from two parts: chip sales + patent license, and this is also the key point that countries believe is in violation of anti-monopoly law. Everyone agrees that Qualcomm abuses the monopoly of the market and forces mobile phone manufacturers to pay for unnecessary patents when selling chips.
Qualcomm subsequently stated that it would oppose the decision of the Korean anti-monopoly regulator. In fact, in July of this year, the Korea Fair Trade Commission (FTC) announced at the time that after a 17-month antitrust investigation against Qualcomm, a fine of up to 1 trillion won, or about 5.9 billion yuan, was prepared. Last year, the China Development and Reform Commission issued a huge fine of more than 6 billion yuan to Qualcomm.
How much impact does a huge ticket have on Qualcomm?
From the perspective of Qualcomm's revenue, chip sales + patent licenses accounted for about 4:6. According to Qualcomm's latest fiscal fourth-quarter financial report, the company's revenue for the quarter was $6.2 billion, compared with 5.5 billion in the same period last year. The US dollar grew by 13% year-on-year.
According to the financial report, as of the fourth quarter, Qualcomm's chip sales reached 211 million pieces, and total equipment sales were US$74.2 billion, an increase of 27% year-on-year. The $854 million ticket can be said to be minimal for Qualcomm, and even with some antitrust lawsuits, Qualcomm can handle it.
Of course, Qualcomm is not sitting still. After the Chinese mobile phone company began to “delay†the patent authorization since the Chinese anti-monopoly case at the beginning of the year, Qualcomm’s share price plummeted 14% at the end of last year, a record low since 52 weeks.
Such losses have made Qualcomm pay more attention to the signing of patent licenses. For mobile phone manufacturers that do not sign, even to the thin public hall, the prosecution of Meizu is to kill chickens and monkeys. Since then, vivo and OPPO have successively signed relevant patent licenses with Qualcomm.
So what is really worrying about Qualcomm?
Roger MarTIn, senior vice president and chief intellectual property strategist of Qualcomm, recently told the media: "We have separated the licenses for standard essential patents in China from the licenses for the remaining patents according to the rectification requirements of the China Development and Reform Commission. This is different from ours in other National and regional licensing models for all patents."
If a ticket like South Korea is used, and if China's anti-monopoly penalties are followed, the future crisis of Qualcomm will be that its business model will be gradually rewritten and the interest chain will be interrupted. The direct impact is the real decline in income. However, the Chinese market is far more important to Qualcomm than other markets. Qualcomm can “concede†China's NDRC, but may not “go down†to other countries.
According to relevant data, nearly 50% of Qualcomm's patent license fees come from mainland China.
In addition, from the chip rivals MediaTek, Spreadtrum and mobile phone manufacturers Samsung, Apple, Huawei and other self-developed chips, will continue to have a certain impact on the future development of Qualcomm.
Qualcomm's old rival MediaTek, although in the high-end chip market can not shake the position of Qualcomm, but in its low-end, low-end, cost-effective products market, MediaTek can take advantage of. For example, the emergence of the Helio X30 is expected to reverse the controversial situation of the current X20 series, and even break into the high end. From the point of view of the online running points, the Helio X30 has an obvious advantage over Qualcomm's 650 and Snapdragon 652.
Huawei's HiSilicon chip has developed rapidly in recent years. Although it is only used by Huawei's own products, from the performance of Kirin 950 and Qualcomm 810 of "burn" mobile phone manufacturers, Huawei's chip impact on Qualcomm may be the biggest in the future. This, from the latest Kirin 960 in a number of performances are not lost to Qualcomm's 820, and even more than can be seen.
Therefore, no matter which country's anti-monopoly investigation, it is a warning and warning to Qualcomm's previous business model, and once it is rewritten, the attack on Qualcomm is fatal.
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