The analysis agency analyzed China Mobile's 5G general module bidding data from 2021 to 2022, and found that Qualcomm became the big winner, taking a 50% share, far ahead, making many domestic manufacturers ashamed, and Qualcomm won the domestic operation with its excellent technical advantages. favored by merchants.
The analysis results given by the analysis agency pointed out that in addition to Qualcomm's nearly 50% share, Ziguang Zhanrui has obtained a 42% share, and MediaTek has obtained the remaining share, indicating that China Mobile still takes care of domestic manufacturers.
In the domestic mobile phone chip market, Qualcomm’s share lags behind MediaTek’s, which may be related to MediaTek’s lower price. The 5G chips used by enterprises are not only about price, but also about technological leadership and reliability. etc. Obviously, MediaTek should be inferior to Qualcomm in these aspects.
In terms of 5G technology, chip companies have launched fierce competitions, from the NSA and SA disputes, to the external 5G baseband and 5G mobile phone SOC chips. For a certain period of time, Qualcomm lagged behind a certain Chinese technology company, but later due to various reasons , China's technology company's 5G mobile phone chips stopped production, allowing Qualcomm to gain a complete lead.
China Mobile is the world's largest 5G operator, with more than 700 million 5G users. The number of 5G package users of China's three major operators has exceeded 1.2 billion, accounting for 70% of the world's 5G users; China's three major operators The number of 5G base stations built has reached 2.9 million, while the number of 5G base stations of China Mobile has reached 1.8 million, accounting for nearly 60% of the number of 5G base stations in the world.
It can be said that the 5G chips adopted by Chinese operators have a decisive influence on the global 5G market. Qualcomm won nearly 50% of China Mobile's 5G chip orders, representing Qualcomm's absolute advantage in 5G chip technology, which will help Qualcomm win more Enterprise support.
In the high-end 5G mobile phone market, Qualcomm has always been ahead of MediaTek. The Snapdragon 8G2 chip released by Qualcomm this year has won the support of most domestic mobile phone companies. High-end mobile phones pay more attention to technological leadership, and Qualcomm’s high-end chips are inherently more expensive than MediaTek This undoubtedly proves that Qualcomm's technology is better, highlighting that Qualcomm's technical advantages are beyond doubt.
In the mobile phone chip market, Qualcomm has been lagging behind since losing to MediaTek in 2020. Its advantages in 5G chip technology will help Qualcomm regain its disadvantages and attract more mobile phone companies to increase the adoption of Qualcomm chips, and then overtake MediaTek.
Qualcomm's strong position is not good for domestic mobile phone companies. Qualcomm earns tens of billions of dollars in patent fees from the Chinese market every year, and has to pay nearly tens of billions of dollars in chip fees, which puts heavy pressure on domestic mobile phones. The profit is quite meager, and now the industry is looking forward to the re-emergence of a domestic technology company to curb the strength of Qualcomm.