Fast technology November 23 news, according to domestic media reports, Huawei will release the next new opportunity to use more of its own Kirin processor, and the corresponding Qualcomm will be weakened.
Some relevant bloggers also said that Huawei's new product on November 28 is the cleanup of Qualcomm Snapdragon 8+ processor inventory.
According to the previous report of Guo Mingð «¹, Huawei is expected to stop purchasing Qualcomm chips from 2024, and the new model will fully adopt the new Kirin of its own design
In this way, Qualcomm will not only completely lose Huawei orders, but also face the risk of a decline in shipments of non-Huawei Chinese brands due to the increase in Huawei's mobile phone market share.
It is expected that Qualcomm's SoC shipments to Chinese mobile phone brands in 2024 will be reduced by at least 50-60 million units compared with 2023 due to Huawei's adoption of the new Kirin processor, and it is expected to continue to decrease year by year.
Huawei will stop purchasing Qualcomm chips, causing Qualcomm's 3nm demand in 2024 to be lower than expected, and Dutch lithography giant ASML may slash its extreme ultraviolet lithography (EUV) shipment forecast by about 20-30%.