Qualcomm's acquisition of Ningpu is still in doubt | How to get Chinese chips?

Qualcomm's business model of charging a certain percentage of patent fees in the mobile phone field according to the price of the whole machine has been questioned. When Qualcomm tried to acquire the NXP in the Netherlands, it focused on the field of autonomous driving and the Internet of Things, and recently announced the patent collection. Time-consuming, also caused external panic, how will Qualcomm charge? Will it restrict the development of the industry? In the 5G era, how does China's chip industry go?

'The collection of patent fees is not enough to talk about', although some experts think so, but according to several media reports last week, Qualcomm will use the price of the communication device MTU in the car as the base, charging no more than 5 % of the license fee, MTU price is about 100 US dollars. In the IoT device, the M2M module will be used as a reference, each unit charges 50 cents.

In 2017, Qualcomm's IoT business revenue exceeded $1 billion. Currently, Qualcomm has shipped more than 1 million IoT chips per day.

According to Qualcomm, the autopilot and Internet of Things charging standards and the new 5G patent charging standards were released in November last year. However, according to the reporter's review, Qualcomm only responded to questions such as 'complete vehicle charging', indicating that it will be automatic. New strategies were adopted in the field of driving and the Internet of Things, and no specific standards were disclosed.

Perhaps the field of smart phones has received too much attention. At that time, no one paid attention to the charging mode in other areas. But in any case, through interviews with Qualcomm headquarters last week, Qualcomm charges for autopilot and Internet of Things. It has been clearly presented to the public.

Some insiders believe that the 5% license fee is relatively reasonable, and the 50-cent pricing strategy is currently acceptable, but in theory, with the expansion of the scale in the future, the price of the corresponding module will further decline. In this case, the license fee is occupied. The proportion will increase.

Furthermore, some insiders have questioned: Qualcomm's patent fees charged in the areas of autonomous driving and the Internet of Things are too high. Does this match the value of the standards held by Qualcomm? Will this affect the development of the market in this field?

After all, Qualcomm is currently facing a major deal that is closely related to the field. Qualcomm announced in October 2016 that it has spent $38 billion (accounting for debt acquisition costs of $47 billion) to acquire Dutch NXP, despite this huge Due to the alleged monopoly, the transaction has been slow in multi-country approval, but today, it is only a short trip.

NXP is one of the world's largest manufacturers of automotive electronics. If successful, the acquisition will be the largest deal in the history of the semiconductor industry.

Obviously, NXP can help Qualcomm become the leader in the fast-growing automotive chip market. Combined with Qualcomm's charging standards, it has to be said that this will become a 'Dharma' hanging on China's chip companies and car companies. The sword of Chris'.

At the end of last year, at the relevant meeting of the National IC Industry Development Advisory Committee, industry experts expressed obvious concerns: 'If Qualcomm and NXP's M&A transactions are finally approved unconditionally, except for computers, smartphones, Qualcomm will be used in vehicles. Chips, mobile payment chips, microcontrollers and other industries involved in NXP have once again formed a 'fighting' of China's chip industry, affecting the breakthrough process of China's chip industry.

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