September 8, 2023
1 min read

Apple’s Modem Plans Add to Qualcomm’s Challenges

Huawei purchased 23-25 ​​million and 40-42 million mobile phone SoCs from  Qualcomm in 2022 and 2023, respectively…reports Asian Lite News

Chinese smartphone brand Huawei’s new smartphones will fully adopt the new self-developed Kirin processors starting in 2024, a move that will hurt chip-maker Qualcomm the most, according to leading analyst Ming-Chi Kuo.

According to Kuo, Qualcomm will not only lose Huawei’s orders completely from 2024 onwards “but also face the risk of a decline in shipments to non-Huawei Chinese brand clients due to the competition from Huawei”.

Huawei purchased 23-25 ​​million and 40-42 million mobile phone SoCs from  Qualcomm in 2022 and 2023, respectively.

“However, it’s expected that Huawei’s new models will fully adopt the new self-developed Kirin processors starting in 2024,” said said Kuo, an analyst at TF International Securities, a financial services group in the Asia-Pacific region.

Qualcomm’s SoC shipments to Chinese smartphone brands in 2024 are expected to be at least 50-60 million units lower than in 2023 due to Huawei’s adoption of the new Kirin processors and will continue to decline year by year.

“My latest survey indicates that Qualcomm will likely start a price war as early as 4Q23 to maintain market share in the Chinese market, which will be detrimental to profits,” Kuo emphasised.

Two other potential risks for Qualcomm are that the market share of Exynos 2400 in Samsung mobile phones is higher than expected and Apple is expected to use its own modem chip starting in 2025.

Huawei and China’s Semiconductor Manufacturing International Corp (SMIC) built an advanced 7-nanometer processor to power its latest smartphones, according to a report by market analysis firm TechInsights.

It is reported that Huawei is using a homemade advanced 7nm chipset, identified as Kirin 9000s, in its Mate 60 Pro smartphone.

The company started selling its Mate 60 Pro phone last week, without much information about the chipset inside.

ALSO READ-Qualcomm India to empower 8 women-led startups

Previous Story

Galaxy A54 5G Now Available in Four Stunning Colors

Next Story

$341B Non-Oil Trade Between UAE, G20 Countries

Latest from Business

PM Modi: India poised to lead next tech wave

PM Modi underscored that the country is poised to lead the next wave of digital transformation in 5G…reports Asian Lite News Prime Minister Narendra Modi on Wednesday hailed India’s progress in expanding

India Hits 100GW Solar

The expansion is not only in scale but also in quality, with significant capacity dedicated to high-efficiency modules. Many manufacturers have adopted vertically integrated operations, enhancing quality, reducing costs, and improving resilience

Jewellery Exports Shine Bright

The GJEPC noted that product diversification has played a major role in sustaining momentum. Lightweight and contemporary designs are gaining traction among younger global consumers, helping Indian jewellers appeal to a wider

China Curbs Hit India’s Electronics Boom

The ICEA noted this results in delays, inefficiencies, and higher costs — alternatives from Japan or Korea cost up to four times more than Chinese machinery. India’s transformation into a global electronics
Go toTop

Don't Miss

iPhone 16 is Here

Customers in India will be able to pre-order iPhone 16

Apple trails, then surges

Samsung’s annual shipments have dropped by 18 per cent in