Will they be like fruit and come back?
https://www.huaweicentral.com/huawei-could-stop-buying-qualcomm-chip-in-2024-kuo/
Will they be like fruit and come back?
https://www.huaweicentral.com/huawei-could-stop-buying-qualcomm-chip-in-2024-kuo/
Yes, they don’t need our chips coz they already stole all our IP and gave it to CCP. But Huawei only contributes very small part of our revenue I think
I think the key question is how much fab capacity can HiSilicon get from SIMC fabs at the lower process nodes. Clearly, HiSilicon has been able to design good chipsets for 3G/4G/5G. They were hindered more from the US led ban on providing semiconductor manufacturing equipment to Chinese fabs such as SIMC.
nice!!!!!
Why will Huawei need Qualcomm when the already have Qualcomm's IP ?
Fruit has not gone for high end for Modem chips. As per one VP that fruit deal is not that great and they have excluded 5.0 modem for 2024. Qualcomm will die a slow and painful death.