Is Qualcomm Stock Sunk Now That Huawei Has Its Own Advanced Smartphone Chips?
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More big semiconductor news this week as investors mull the implications of Huawei’s advanced smartphone chip. Some believe Qualcomm is in line to lose out on billions of dollars in business. And that might be a fair assessment, since China accounts for over 60% of the mobile chip company’s sales. However, there’s more to the story.
Chip Stock Investor delves into some important parts of Qualcomm’s business model to ascertain how much it could lose from Huawei, and if China’s aspirations for semiconductor self-sufficiency is the real deal.
Don’t miss part one of this video, which discusses implications for Huawei’s breakthrough innovation on top semiconductor manufacturing equipment company ASML Holding.
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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
Nicholas and Kasey Rossolillo own shares of Qualcomm
Some comments here claiming our statement about Samsung manufacturing in China is inaccurate. Just so everyone watching is clear, Samsung does indeed still have manufacturing in China. While it has moved final assembly of smartphones out of China, it has a NAND memory manufacturing facility in Xi'an, and a chip packaging facility in Suzhou -- where chips, including its own as well as those from suppliers like Qualcomm, are assembled onto a circuit board before getting shipped out for final installation in a device.
Thanks everyone for your interest in this video!
*What is Certain is ...*
*Because Chinese Product Prices Are Cheaper ...*
*So ...*
*Products that are More Expensive than Chinese Products Will be Difficult to Sell ...*
useless argument. just give data about how many Qualcomm chips imported directly by china and how many by others to china.
nAND memory chip doesn’t use ANY Qualcomm technology. Just admit you got a useless commenter and move on, stop trying to put lipstick on a pig
Wow great piece by a couple of armchair journalists. Your audience need to keep on sleepwalking!
Sweet dreams!
Considering Huawei just sold 15 million units in one week of launch, I think the yields are much higher than these guys give SMIC and Huawei credit. For comparison Apple has sold 26.5 million iphone 14 pro this year so far in 9 months and Huawei sold 15 million in 1 week. Huawei also is launching mate 60 pro plus and their new top of the line foldable phone. All in all, I think we really screwed ourselves. At this rate Huawei will regain their leading market share in China and then in the Middle East, Russia, South East Asia, Africa and S. America. Where does that leave our companies?
Ask US administration why it likes to bully the world with never ending sanctions on the pretext of security, democracy and human rights that doesn’t exist in US
The US tech companies will get destroyed in 2024..
chinese chips designers (not only Huawei's) now can freely produce chips using their design through SMIC, surely some of them will eat Qualcomm's sales, too. inside or outside china.
also: they didn't give number about how many chips directly bought by china. something fishy about this video.
U of the S just created themselves a Goliath of a competitor when 4 years ago they could have worked and grown together. Now Goliath is decoupling them ALL and everyone and all that profit that use to belong to them is now jeopardized. Not only that, their Market share has also been jeopardized. Way to go in sanctioning themselves
Will done nazi tRump, war criminal Biden, both their racist policy has cost $trillions in profit to US companies & worst these 2 idiots are forcing Americans to pay 25% tax or tariffs on all goods Americans buy, thus increase huge inflations, which are alse Americans have to pay also, double or triple whammy for Americans by US politicians looting, stealing US tax money through $200 Billion US tax money laundered through US Ukraine Proxy war for Biden Bribes!!
US media is slow. China has a lithography machine that is tested, verified and ready to be delivered this year. Huawei Kirin chip is 5nm in performance, not 7nm.
K.
Doesn't matter. Nobody outside china wants Huawei, the CCP spy company chips.
If Huawei can produce 5G chips, producing 4G chips should be a piece of cake. Now Huawei just concentrates on high end phones, it will start producing 4G chips when capacity allows. I would sell Qualcomm now.
I would sell Apple too.
@@jamesdong1058 china banning apple is a fake story - do research + fact check yourself ..i am looking to BUY more apple shares .
I already sold both week ago😊
*I Even Gave Up The Desire to Buy Qualqomm and Apple Before Buying Both of Them ...*
China chip technology is running fast.
Logically, if Qualcomm is confident about their sales, then why did the US tech sector and Govt made every effort to slow down China's chip industry...?
You seems to be overconfident on your judgement and underestimated Huawei's capability.
Check out Huawei's newly released Mate 60 Pro+ and Mate X5. The former is probably using Kirin 9100 based on 5nm technology and able to download at 5.5G (Huawei is leading everyone in this area) speed (>1G/s). It also supports dual satellite communication (Beidou for two-way texting and Tiantong for phone calling). They seem to have more than enough chips to support mass production of all three models released in Aug and Sept. Please check the specs of the Mate 60 Pro+ and Mate X5. Curious what do you think?
Yes - 5.5G or in another word 6G preview phone...
Doesn't matter. Nobody trusts Huawei, the CCP spy company outside of China. Huawei had piddling 4% of global smartphone market share as of June 2023.
Huawei use to be No.1 in cellphone sales also No.1 in telecommunication equipments, before US sanction That Huawei sales was hitting two hundred million phones. Huawei have been working very hard and throw trillions of Dollars into domestic production and talent hiring. Now the effort of all That hard work is started to showing, Huawei said their 5nm and 3nm chips are on the way and will be released before the end of 2024, We shall take their word for it.
Correct figures before sanctions Huawei sells 270 million mobile phones a year
Huawei is undefeatead
@@juvezhang1715 Except when Huawei is defeated. Huawei had piddling 4% of global smart phone market in June 2023. Nobody trusts Huawei the CCP spy company outside of China! LOL
Rumors are that China is assembling their own EUV lithography machine right now and will be at a alpha test site in the near future. The speed of the mate X just announced is over 1000 mbs. That is more than 5 G, it’s almost 6 G speed!
China tested and vetted their self develop Lithography Machine. It's now in the mass production stage.
What?😁😆😅😂🤣
@@enigma0876 its ture😊
长春光机所，了解一下。😅
what ? they have been doing that in silence, silence is gold@@enigma0876
@@enigma0876Really😮😮😮
False information. They are using DUV lithography machines made by ASML of Netherlands. Producing 7nm chips with these machines are not feasibly economical that's why the phone is too expensive.
I think you are missing the point. Qualcomm can only sell Huawei 4G 888 series chips. Now with Huawei fielding its own 9000s chip with 5G, it no longer needs to buy Qualcomm chips. And the values of these Qualcomm chips are noted by China customs regardless of the company buying them. They are imported into China and assembled in China and sold domestically or exported to another country. If the chip from the US or Taiwan goes through China customs, it is considered a China import, that is no different than any other country.
It makes sense that China should have their own Chip making machine. It will be good to see how Huawei OS system works.
Harmony OS actually is quite widely used in EV, and appliances. In a way, the system level, Huawei recent years has been building ecosystems that uses the same system.
After driving those cars, many friends in high tech fields reported their feel of German cars being slightly "heavy and stupid".
The creator of Harmony OS also announced PC version in 2024.
What you don't know is that the freedom and enjoyment you see around you is numbered.
How do they know the yield is terrible? Tech insight said the yield is much better...
He doesn't know. He was trying to downplay the risks facing by Qualcomm.
At this point, nobody is sure about anything. Them and Techinsight are both guestimating.
Given the Mate series volume and the price point, the yield has to be good. It's stupid to price too low and lose money on such mass volume.
@@zhengpinghu ,,
Could you imagine the hate going his way if he said positive ?
It's America , where witch hunt is hone to state of the art perfection
Qualcomm and Asml can keep their restrictions. They are soon going to be like Kodak instamatic camera and Olivetti typewriter. 😂😂😂
You make one fatal mistake there: yes, qualcomm does not have 5G license to sell to Huawei, but the fact that now Huawei can get access to 5G chips locally, it means total revenue cut for qualcomms 4G chips!
its not 7nm, its 5 nm. Huawei are going to strangle Qualcomm for chips price war.
DUH!
Doesn't matter. Nobody outside china wants Huawei, the CCP spy company chips.
The decline in Apple's shareprices has
become noticeable, particularly in light of
the current downward trend in the Chinese
market, which constitutes a significant
portion of iPhone sales. An important aspect
to consider is that a substantial 95% of
iPhone components are manufactured in
China. Compounding the situation, Huaweï's
latest phone not only boasts a lower price
than the top-tier iPhone but also showcases
superior features and capabilities. This recent
development poses a significant challenge to
traditional brand loyalty as a decisive factor
for consumer choices. Consequently, I have
reached the decision to divest my shares
in Apple, considering these circumstances
and their potential impact on the company's
performance
No one will escape the end result , if he/she/it tries to contain China in ANY FIELD.
So it is a matter of time , the very last Tech , the West and mainly Taiwan CHINESE , have over China for now. Well it looks like the first step has started . Many more steps to go and into the future.
Dont think there is any future for US chips industry in fact . Go for other stocks
Last 2 years Huawei bought more than 40 millions chips from Qualcomm and from now Huawei will never buy any chip from Qualcomm. If we check the sales graph from 2021 to 2023 they doubled their sales. But now, Huawei is going away from Qualcomm and producing their own chips.
Doesn't matter. Nobody outside china wants Huawei, the CCP spy company chips.
It's Simple - Qualcomm going to lose a big chunk of sales. 😅😅😅
No, USA low quality Chips should sell in USA, EU, UK, India, Japan, South Korea and Australia market not sell to China. No big deal...USA should sell its chips as the quality of KIRIN9000 or better of to China 😂😂😂
If you feel so inclined please show your support here by fueling our caffeine addiction 👇☕
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Good assessment. In the long run, Dell, Qualcomm, Apple also Samsung, TSMC and ASML plus Boeing will be pushed out the Chinese market.
Necessity is the mother of invention, haven't you guys heard it before? Chips are man made and not God send. China will eventually be able to manufacture their own EUV machines or they might even invent new technology.
I bet on new technology...
Doesn't matter. Nobody outside china wants Huawei, the CCP spy company chips.
Just saw a video of a Chinese passenger make direct satellite call to his friend use mate 60 pro in an airplane, the monthly rent is $1.3 and $1.3 per minutes cost of calls. Not the sell is over 15M in China alone, and keep going up, more people want it. So Apples sale will be down about 32-37% estimated in China. Thanks for the sanctions from US, that speed up the self manufacture chips and softwares. Also once the Chinese made DUV and EUV start manufacture, the cost of chips will down significantly, more Chinese mobile brands will use domestic made chips.
Samsung closed its smartphone assembly facilities in China in 2019. This is because Samsung's market share in China continues to fall to below 1 percent due to intense competition in the local market.
And Huawei is at 4% global smartphone market. Huawei has reverse problem of Samsung. They can only sell to domestic China market. LOL
I got the feeling these guys would have invested in Blockbuster when Netflix show up with streaming services, right before bankruptcy in 2010.
Lol😂😂😂😂😂
😂
Huawei 5G sales will eat into other Chinese phone makers and Apple iPhones sales, which are major customers of Qualcomm!
In addition overall phone market been coming down.
So Qualcomm revenue and profit will be BADLY affected.
USA low quality Chips should sell in USA, EU, UK, India, Japan, South Korea and Australia market not sell to China. No big deal...USA should sell its chips as the quality of KIRIN9000 or better of to China 😂😂😂
Huawei can sell their 5 G communication chips to other cell phone makers that will dent Qualcomm’s revenue.
They are so good at mass producing - so QCOM has to be price competitive in its 4G/5G chips. The impact is not just the chips going to Huawei.
I heard no one talked about chiplet technology, which Huawei developed. Basically they divide SoC into few smaller functional chips. And assemble them into one chip package.
Smaller chip will counter yield issues with multi patterning.
I actually really want someone to do a detailed video on how they managed to pull this off. I think Its a very intriguing topic
Well done Huawei on your achievement.
Doesn't matter. Nobody outside china wants Huawei, the CCP spy company chips.
President Xi: Don't bring any rotten Apple in my house.
Apple: Why? What did I do wrong?
President Biden: What! WTF 😡🤬
apple ban is a fake story - Xi's wife uses an iphone , also china mohile has already officially rejected the banning of apple handsets sales . it all started by WSJ then all the 'sheep' follows - do fact check please .
One bad apple spoils the whole barrel.
USA low quality Chips should sell in USA, EU, UK, India, Japan, South Korea and Australia market not sell to China. No big deal...USA should sell its chips as the quality of KIRIN9000 or better of to China 😂😂😂
@@tommyboss4067 Doesn't matter. Nobody outside china wants Huawei, the CCP spy company chips.
Buy Huawei if u want privacy. 😅😅😅
All western analysts said Huawei’s Kirin 9000S chip is based on 7nm technology but chip experts from Taiwan and China disagreed. In fact the Kirin chip is based on 5nm or even 4nm technology according to Chinese and Taiwanese experts. More importantly, Huawei will announce a more advanced chip called Kirin 9100 very soon. Stay tuned and be surprised!
Doesn't matter. Nobody outside china wants Huawei, the CCP spy company chips.
I just lovevthe way Wrstern "analysts" paint themselves as unbiased by always let their lopsided view push thru. A pattern of self assurance and a subtle sneering of other countried development, especially China's. It is sad to be a Western analyst these days.. always having to lie to oneself to toe the US Govt narratives.
, ,
Lying is the alternative , or the hate coming is unbearable.
It’s been relabeled as 5.5G as the speed has been tested to be faster than 5G.
Before US sanctions Huawei was using own Kirin chips mfg in TSMC.
After sanctions Huawei mkt shares went to other Chinese phone mfg and Apple iPhones. Which uses Qualcomm chips. Why Qualcomm revenue increase much past 2 years.
Now reverse will happen as Huawei make comeback with own Kirin 5G chips 🤗
Huawei can take back China market share but nobody outside China wants Huawei, the CCP spy company's products.
KEEP AMERICAN POLITICIANS OUT OF COMMERCE GLOBAL TRADE AND ECONOMICS. THESE PEOPLE ARE HURTING AMERICAN COMPANIES. PLAYING POLITICAL FOOTBALL WITH AMERICAN COMPANIES IS DISGUSTING.
Whitehouse is full of coccaine users, they found it months ago.
Thanks to the United States for making Huawei stronger
There are some misunderstandings I need to mention to you. 1. Mate 60 sold out pretty fast because they have a 1.4 billion population and the biggest Consumer market around the world, The demand is huge, so it takes time to reach an effective production rate to satisfy the market's needs. Any industrial commodity released in the Chinese market needs to have a mature and stable supply chain prepared in advance to support its huge demand. your assumption is they still cannot produce those chips stably and guarantee production yield. If that is the case, this phone won't even launch in the market, simply because it wouldn't be economically feasible. the assumption doesn't make any sense from an IT industrial veteran point of view. 2. The phone sold out very fast also because, in its original launching plan, it was supposed launched on the 12th of September, but the minister of commerce of the US Gina Raimondo visiting China around 30th of August. So, in order to give her a little surprise, they have to change the launching date from 12th of September to 30th of August without any marketing campaigns or advertising in place. The change caused a little logistical problem as well, which means all Huawei stores on the 30th of August don't have enough stock to sell. 3. Huawei is leading 5G and 5G+ technology, holding more than 15 percent of granted and active patents worldwide., which takes first place in a ranking complied by IPlytics .(www.statista.com/chart/20095/companies-with-most-5g-patent-families-and-patent-families-applications/) 4. Mate 60 is not only a 5G smartphone, the official name on it package is satellite communication device. this is the first smartphone can make a call through satellite connection in the global market. Mate 60 Pro+ and Mate X5 (foldable), the former is probably using Kirin 9100 based on 5nm technology and able to download at 5.5G (Huawei is leading everyone in this area) speed (>1G/s) here is network speed test (th-cam.com/video/W9H_FsIUt-g/w-d-xo.html&ab_channel=%E9%92%9F%E6%96%87%E6%B3%BD). It also supports dual satellite communication (Beidou for two-way texting and Tiantong for phone calling). There still have one product haven't release yet, which is Mate 60 pro RS. and I heard the new chip will be install in all the product lines, not only phone. So mass production of the chip is not a problem for them. 4. Xiaomi, they are also doing its chip R&D project according to one of my friends who works for Xiaomi, they try to "de-risk from the US unstable suppliers", ramped up the chip design and manufacturing talent-hiring program in 2019. So don't be surprised when you hear some good news from Xiaomi next year. 5. you guys need to think outside of box, it's not a business competition between Chinese company and American company anymore, it's technology war against China launching by the U.S government , the goal is to keep the US technology hegemony and forcing China quit from high-tech competition, making cheap T-shirt and plastic for the U.S forever, at least the most of people in China think that way, that's also the reason people line up in front of Huawei store to buy a Mate 60, to support Huawei in this war. 5. Qualcomm will re-bounce in 2024? Ha ha, if I were you, I would short Qualcomm stock. My prediction on Qualcomm's stock price, it will be in the toilet in the long term, because not only China is trying chip manufacturing, but Europe and Japan as well. High-end chip prices will drop so low you won't imagine in the next few years. I think the anti-dumping investigation aimed at Qualcomm and other American chip firms in the Chinese market will come much sooner than we think, since Chinese already have an independent chip supply chain. Only the final solution and product matters for consumers in the embedded device market, people buy a gadget, no chip. Instead, I will buy some Apple stock, hold for 1-2 years, its price is historically low, and if Huawei wants to build a comprehensive product ecosystem like Apple have right now, Huawei, and other Chinese company probably still need to take a few years to catch up, so Apple still have its competitive advantage. 6. it worth to mention, there is no such thing China ban iPhone in the government, but who will funding adversary in the war, right? this is a not-brainer. Chinese are dumping iPhone, due to national security-related concerns and patriotism sentiment, outside of China, it still can domain the high-end smartphone market for few years and making lots of money from its app store and ecosystem. One more thing, who said the Huawei Kirin 9000s chip is manufactured by SMIC? Who said DUV and EUV machine is the only way to manufacture chips? You guys know about China so little, but still bold enough to make an investment decision based on your misleading perception of China. Prejudice is further from true than Ignorance. check this out: www.scopus.com/authid/detail.uri?authorId=57209882883, probably it will give you some ideas how we made those chips.
The USD will be worth less than toilet paper before new year 2025. This has been written in stone for decades.
Qualcomm is finished a year ago when Qualcomm CFO, CEO and management start to unload most of their shares.
Wow ,, I miss that stock tip .
Lots people tested Mate60 is not 5G, it's speed can go to 1000mbtps. Mate X5 can over 2Gbts. It's 5.5G.
It is 5.5 G and perhaps, it is the beginning of 6G.
5.5G + satellite communication = 6G
Hi there, great video! Please consider doing an episode about the quantum processors.
I think no one knows what the Chinese is doing... Right now, everyone is saying that the yields is very low... but i think the Chinese have done some stuff to their DUV machines and the yield on wafers should be quite high...
Happy for Huawei 🎉🎉👍🏻👍🏻
Doesn't matter. Nobody outside china wants Huawei, the CCP spy company chips.
Don’t cut the Chinese people short things changes in the tech industry very quickly no matter what 😊
Doesn't matter. Nobody outside china wants Huawei, the CCP spy company chips.
u think Huawei only has 7nm😂, wait till 14/9, Mate 60 Ultimate
Wait for it. Soon UarseA will accuse china stealing from Uass the ability to produce the superior mate 60.
You heard of intellectual property? UarseA will claim Huawei stole their non existent intelligent. 😂😂
Some members of Congress are already trying to gather "evidence"for that.
The "evidence"will be just as convincing as the non-existing "weapons of mass destruction" in the Iraq war.
But the REAL "truth" has never been important to the US government.
@jlee8181
China is stealing very fast nowadays. They have it before the US.
that's why the US must resort to sanction to hold China back.
Huawei steals U.S. 6G satellite communications
Looks and sounds like a couple of self appointed analysts who have got it terrible wrong and clinging to hope!! Follow their predictions at your peril!!!
There is a huge risk that Huawei and Qualcomm are hiding from investors
Yes, we need to be rational and look at facts. 66% of its revenue is from China and they tried to brush it off. Even 33% revenue cut, it will cause chaos, layouts as well as cutting other expenditures if not immediately but within the next 6 to 12 months. The only way to save it if QComm find another big market to sell its chips.
qualcomm is done. stop dreaming!
Disagree on the supply availability. If it is the case, the Chinese gov't won't ban state employees' use of iphone to push demand towards Hua Wei. Also, Hua Wei won't release Mate x5
🤡
banning of apple handsets is fake news ! do fact check yourself.
Right. I hear no one talked about chiplet technology, which Huawei developed. Basically they divide SoC into few smaller functional chips. And assemble them into one chip package.
Smaller chip will counter yield issues with multi patterning.
Why you didn't breakdown the Samsung share of chip buying from Qualcom to disclude it from China?
Are you 2 guys paid by Qualcomm or something? Certainly sound like so
That is qualqomm bussiness
A single company Huawei defeated angl00reigime. Shame on US regime😂😂
Maybe to be more clear then you should show how much %, of Samsung phones are sold in china.
I have to keep thanking you both for such great insights. Especially addressing head on an investment you made that may not be going so well. Just gives me that much more respect for your judgements
Thanks Max, we appreciate it! We'll try to keep cranking out the research, and transparently!
China may require all domestically sold cell phones all use made in China chips.
China has no need for that. Domestic company will automatically buy domestically if they can knowing they will insulate themselves from any future US sanctions and likely going to be cheaper for comparable quality.
not really.... it's still quite a free market in china... people can still buy apple and tesla
Doesn't matter. Nobody outside china wants Huawei, the CCP spy company chips.
Finally it's the consumer's reflection will verify whatever commented here. Let's look forward to it.
QUALCOMM is finished! Adios....
Yes, thank you for let folks know that it’s not a big deal for American tech companies. Go buy more Qconn shares.
😂
Love ur stock tip .
Qualcom is going to lose the sales of the same number of cips as Huawei sales of their phones. Those will take a market share from those who usees qualcoms chips.
In addition to that Qualcom may lose sales of 5G modems. I think Chinese will want to have 5G phones too. After all, it was Huawei who developed the best version of it.
Not a devastating blow to Qualcom, I'm sure. But enough for them to notice. And it's just a beginning.
Eventually, the US might stop some of their sanctions, and Qualcom might then recover some market. The Chinese are very pragmatic!
But this is just a start of the change the US sanctions has caused. Long-term it will be an industrial upheaval.
I held Qcom since 2019 @ $50 per share, With this news I sold all 300 shares a few days ago and moving on,This is what the Chip wars has done.
Chinese adapt quickly and make the necessary changes on the fly compared to the US lazy industrialists.
HUAWEI is equivalent to Apple, Qualcomm for now, and later Nvidia, Intel, AMD, IBM..... Stay tune.
China has already successfully developed its own EUV 13.5nm wavelength light source. This could be in incorporated into the DUV machine to make it work like a EUV machine.
Doesn't matter. Nobody outside china wants Huawei, the CCP spy company chips.
Thx for sharing 😮
Iphone Ex had a 7nm chip, it was revolutionary. No one needs a 3nm chip in their phone!
Which Samsung phones are assembled in China?
The guy with the long chin is licking his wounds. Nice try, but better to just "fully grasp" reality lol
All chinese just buy huawei phones and computers ftom now on
Is the iphone ban confirmed though? So far I haven't heard any official statement on this.
No, Apples iPhone isn't banned for anyone in China.
I got that from a reliable source:
Wall St Journal gets it wrong about iPhone - here's how
Jerry's Take on China
Thanks for the timely update -- feeling much better after watching 😅
Glad we could help! The media doing a great job taking the facts and running with them. Qualcomm mgmnt already educated us on the situation! They are keenly aware of the risks and are working on it.
That being said, we're still monitoring!
@@chipstockinvestor It is suckers like this lady who end up suffering from your twisted views.
@@chipstockinvestorQualcomm is hiding the huge risks it is at from investors
Goodbye Qualcomm profit.
Did anyone see the new Snapdragon X Elite reveal? It looks like QCOM has delivered the death knell of Windows on x86 and heralded the real arrival of Windows on ARM.
We watched part of the presentation yesterday. Anxious to try one of the laptops out next year!
Qualcomm dont even have five G5 that why they cant sale Huawei.......?????!!!!!!!! Qualcomm Ericsson are still use Huawei patients for G5 sad........!!!!!!!!
produce more wafers in china is better than produce any wafers in u.s
USA low quality Chips should sell in USA, EU, UK, India, Japan, South Korea and Australia market not sell to China. No big deal...USA should sell its chips as the quality of KIRIN9000 or better of to China 😂😂😂
Yield under N+1 or n+2 process theoretical is low, but technology does advance, theory may not hold. It is not the volume of foreign companies manufacturer's assembly products in china. It is the market in china. It is how much the market shares foreign companies can still have after Huawei's new processor. That is the reason for the drop in Qualcomm share. The shrinking Chinese market is the issue.
At least a reasonable discussion based on known evidence which differs from corp media. However for the unknown, you seems to choose the favourable to Qualcomm: ie 1. Huawei's yield continues to remain low
2. The % of chips shipped to China for this Korean company is on the high side.
Both the above are not substantiated.
Never bet against China!!
Something is off with this video. There is lot of editing and cutting off sentences. Is this video sponsored by Qualcomm?
At Huawei Announces 5.5G Technology and Satellite Communications Qualcomm is hiding from investors that there is a huge risk
Made in China 2025 is not new. But the fact that i's comming true is new. The 5G chips from Huawei will be competiting with Qualcom 5G chips in the open market. There were 50 million pre-orders for the Mate 60 pro. That means 25 million fewer iphones and 25 million fewer snap dragon chips will be sold.
The Huawei mate X3 tested is 5.5G
miley cyrus vs. justin bieber debate
Nothing objective, just one investor trying to convince himself that all is well ,not all devices made in china are sold in china you emphasized that point but to make it make sense you have to give us numbers what is samsungs market share in china? What percentage of those devices are sold in china? Thats the number that matters
Qualcomm is hiding huge risks from investors
If you are a qualcomm stock holder, I suggest you to buy a huawei mate 60 pro or mate X5 to feel the performance yourself, then you can make your own decision about the your future positions. All the analysts are analysizing on paper, they do not have the first hand information about huawei and huawei phones. They may even never have been to China. It is risky to invest your own dollars on their words.
Easy, nationalization is a good or the best answer for these so-called companies and corporations. No profits and no competitions and no ignitions.
Why is self sufficient china even a concern? Whats the logic?
Every single country should be under control of the big bully in the name of obey the "rule based international order " , that's why.
seems mate60 pro+ and Mate X5 smashed your viewpoints
US at least should stop sanctioning themselves
qualcomm is safe if tsmc not allow to produce chip for huawei and asml not allow to sale evu to smic
but unless they keep leading in design other will catch up
You just lost the game n you done it on yrself.simple as that.
Who's reliable and won't WEAPONISE TECH.....
China.
2024 will be God knows. The problem of Apple is innovation. For example can a new iphone make cheap satellite call?
No
US’s telecommunications infrastructure are not up to date and not able to support it.
All the funds were used on manufacturing and creating endless wars over the years and we woke up to crumbling infrastructures.
@@Leila-sd1slSatellite phones Apple is lagging behind
A lot of punters will take the word of these 2 and go buy their stock.
Well I for one wont be.
This pairs report certainly does not impress me.
There's a lot more smarter commentators than these 2..
They are dumb as hell. They probably work for the CIA, and were ordered to go on TH-cam to calm the public.
We support China
Qualcomm will be in trouble in 3 years time
perhaps within 6 - 9 months, HW phones be using the 5nm....
Sell you your Qualcomm shares immediately !!!!!!
Humeri 60 p is 5nm.
Based on your previously video you guys were bullish on Qcomm. I'm a little bit puzzled as to why.
Is it because 1) You guys believe they'll rebound in smartphone sales in 2024 so that'll help push the stock up.
or 2)based on the long term view that Qcomm diverse their business into auto and AI will help further drive up revenue and growth?
Just from my observation, short term. There's nothing appealing about this company. Smartphone sales are flat and I dont think its a growth business anymore as people are holding onto the phones longer. Their automotive and AI potential are still long term and 2 -3 years out before it becomes meaningful and significant.
The only thing i'm excited is that rumors they are able to make an ARMS chip thats competitive to Apples M2 and M3. Do you believe Qcom can make a competitive ARMS chip to Apple?
this video also didn't give number of Qualcomm chips bought directly by china. maybe they try to sell Qualcomm stock.
i can see qualcomm will become a minor player in chinese mobile scene in the coming years.... more chinese designed chips will come on market when more advanced domestic lithography machines come online... xiaomi with either design their own chip or use Kirin
USA low quality Chips should sell in USA, EU, UK, India, Japan, South Korea and Australia market not sell to China. No big deal...USA should sell its chips as the quality of KIRIN9000 or better of to China 😂😂😂
In the face of Huawei, Qualcomm is hiding from investors, and there is a huge risk
smartphones are like commodities now. Getting excited or hoping your company can get significant growth in smart phone revenue is rather too optimistic.@@SigFigNewton
Qualcom will sell they chip to the bottom price to compete huawei price, it is the best news for us ❤
USA low quality Chips should sell in USA, EU, UK, India, Japan, South Korea and Australia market not sell to China. No big deal...USA should sell its chips as the quality of KIRIN9000 or better of to China 😂😂😂
Chinese not fools
This man looks like Herman the monster
Good work as usual guys. Great point that revenue to china is NOT end market revenue 👍
That's like big 4 car maker saying they don't have to worry about jap made cars and 2 decades later, jap made car became majority and better selling than American made cars. American will lose out on the world market as it can only compete in its own home market using rules and restrictions to prevent oversea competition. But also mean the consumers lose out on the best products in a capitalism market while being forced to buy in a restrictive market ie more communism than the Chinese 😂 on market control.
@@inkbold8511 100pc correct - im from the UK and i told people the same thing . because i saw the exact same thing happened in the 90s when the koreans started selling cars into the UK . they were laughed at , brushed off in exact same manners as the the Japanese in the late 70s.
😅 the real deal is they make the 7nm with multi or double pattern. Low yeild could be offset by working on multi machine, that not a problem. The matter show that huawei are very capable of producing this chip with just duv machine which is really incredible.😅😅
Can America compete with China without sanctions?
Hope you feel consoled by this video but sadly the horse has already bolted from the barn, closing the door now is too late. Thanks for your support though.
you mean Nixson should have never gone to China? I agree 100%. Nixson's folly had devestating consequences.