Qualcomm is ready for apple's life

Date：2017/12/22 15:49:32

Qualcomm may be at war with one of its biggest smartphone customers, but the voice of Qualcomm CDMA technology (QCT) President, Cristiano Amon, doesn't sound much like it.
"Yes, there is a big contract manufacturer, we will continue to strive to provide some of their number, but beyond that, we have seen tremendous growth in China, we see the enormous growth of the other clients and samsung, and then we see the growth of the space over the telephone. In an interview with the qualcomm Snapdragon summit, Amon said in an interview with PCMag: "at this point, 5G will bring many new features."
The complicated litigation between qualcomm and apple has led to a drop in qualcomm's share price and could lead to a hostile takeover by Broadcom. Though apple is dependent on the iPhone 4 s on qualcomm modem chip, through 6 s contract, but now the big mobile phone manufacturer has its business from qualcomm and Intel to separate the two cycles, and may be ready to achieve full Intel's business in 2018.
"We are very open on QCT. At the beginning of the 16th century, we said we were modeling our business, assuming that a very large raw device manufacturer would always (embrace) multiple purchases, even multiple companies. "For many people, this can be surprising, because we have a year of dual resources on OEM, and we see that QCT continues to grow." On the non-phone business, we might (in total) amount to $3 billion.

Samsung and Huawei are also developing chips to compete with Qualcomm. That means the world's three biggest handset makers are struggling to find a replacement for the world's biggest maker of mobile phones and modems.

苹果、三星和华为可能正在开发自己的处理器，但这是高通以前面临的挑战，Amon指出。
“考虑到我们的注意力集中程度，我们现在可能有不同的规模。”毫无疑问，OEM方面的行业有一定的集中度。但我们一直都有。在2G的早期，高通CDMA，你有像三星这样有自己的CDMA芯片的公司，你有摩托罗拉和他们自己的CDMA芯片。如果你有足够的规模，你就能负担得起半导体行业的研发规模。诺基亚做到了，每个人都做到了，我们一直都有。
阿蒙认为，手机制造商的前景正在发生变化。他表示，小米、Oppo和Vivo的崛起为高通开拓了新的市场，此前没有任何市场。假设苹果从高通公司(Qualcomm)退出，将削弱高通的现代业务，只是假定不会有任何变化。而在智能手机领域，押注于改变，通常都不是一个好选择。
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高通也在远远超越手机。在Snapdragon峰会的第一天，该公司发布了一项重大声明，这是一款由Snapdragon驱动的Windows笔记本电脑，目前正试图收购芯片制造商NXP，以改善其在汽车领域的地位。
“你不能精确地预测，原始设备制造商的前景将永远是那样。”当你到了新一代，比如5G，你可能会为市场上的许多oem厂商创造一个入口点。这似乎是一个更大的问题，因为市场是集中的，但如果市场的决定是在电话领域没有更多的创新，我们只会真正担心。如果情况并非如此，那将是一个充满活力的市场。
另一大4G网络即将到来
无论如何，苹果并没有充分利用高通的调制解调器。与这里的各种专家交谈时，我越来越确信，苹果不仅决定不开4x4的MIMO，而且还将X16调成与英特尔XMM7480调制解调器较低的性能相匹配，从而削弱了它的Snapdragon X16调制解调器。我们对高通和英特尔iPhone X模型的独家研究发现，这两款设备在调制解调器性能上比我们去年看到的要近得多。
“你必须要有技巧，”阿蒙耸耸肩。“一些oem会选择在创新上下注，只有当技术成熟时，一些oem厂商才会选择。”
独家:高通的iPhone X仍然超过了英特尔
英特尔(Intel)最近宣布了一款1.6 gbps的4G LTE调制解调器，其速度将超过高通(Qualcomm)提供的任何产品，但我们预计很快就会听到高通(Qualcomm)在4G技术上的又一次飞跃，这将使其调制解调器再次安全地领先于竞争对手，阿蒙说。
“5 g即将来临。在我们到达5G之前，你将会看到4G的另一个飞跃。你应该预料到2018年……4G网络可能还会有一个大的飞跃。我们只是还没有准备好现在就宣布。
高通公司的下一个大型新闻发布会将于明年1月初在CES上举行，所以我们可能会听到。

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