Are Huawei and Qualcomm rivals or comrades-in-arms? I believe that everyone does not have an accurate answer, that is, it can be said to be a comrade-in-arms or an opponent.
On the one hand, it is because Huawei’s Kirin chips are still in competition with Qualcomm’s Snapdragon chips. Huawei uses Kirin chips to reduce the purchase of Snapdragon chips, and everyone likes to compare the two companies’ chips, so the two sides are rivals. .
But on the other hand, Huawei relies on Qualcomm Snapdragon chips, especially now, Huawei can only purchase Snapdragon chips from Qualcomm, even if it is only 4G chips, so the two sides are partners and comrades-in-arms.
Recently, we found that in addition to chips, Qualcomm and Huawei met again on the new track. This time, the two sides played the role of opponents.
This new track is autonomous driving. At the 2021 investor conference held by Qualcomm yesterday, Qualcomm President and CEO An Mengchan elaborated on the strategy of one of Qualcomm’s fastest growing businesses, the automotive business, and announced that it will cooperate with Qualcomm. BMW has reached a cooperation in the field of autonomous driving.
And said that BMW’s next-generation model will use Qualcomm’s Snapdragon Ride autonomous driving platform, which includes Qualcomm’s central computing SoC and other core components, and the new model will be mass-produced in 2025.
Of course, BMW is not the only auto manufacturer that Qualcomm cooperates with. As shown in the figure below, dozens of large and small brands have cooperated with Qualcomm.
And we also know that Huawei has also entered the field of smart cars, and is also mainly promoting autonomous driving technology, such as Alpha S HiCar, which uses Huawei’s autonomous driving technology.
At the same time, Huawei is also cooperating with more partners, and plans to launch more models using Huawei’s autonomous driving technology in the future, and these models also use Huawei’s core components such as computing Soc, software, etc.
Therefore, it is inevitable that Huawei will meet Qualcomm again in the field of autonomous driving, and then it will fall into a fight.
According to Qualcomm, in 2021, Qualcomm’s revenue in the automotive field will be 970 million US dollars, and 10 years later, this part of the revenue will reach 8 billion US dollars (about 51.1 billion yuan).
In this way, Qualcomm’s ambitions are not large, and they are relatively concentrated. This is not like Huawei. In addition to building the whole vehicle, Huawei has to build everything else, from autonomous driving, to operating systems, to smart cockpits, to three Electric system, everything is done, so next, it depends on how Qualcomm and Huawei perform in this new track, are they evenly matched, or who is crushing whom?