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The question brought by Huawei's "core" disease, why don't domestic mobile phone manufacturers develop chips?

Wen gun la Shuo technology

This is a well-known but full of doubts. As we all know, there are many factors that domestic mobile phone manufacturers don't develop chips, including technical threshold and related technical talents, which are also inextricably linked with the long-term operation routes of major brands. In short, if you ask domestic mobile phone manufacturers why they don't develop chips, they have many reasons, and these reasons are beyond our understanding! Although we have heard about the difficulty of developing chips under the popular science of Internet information, I still see many people wondering about it on social platforms. How does a small chip become a stumbling block on the development path of major manufacturers? What conditions should major manufacturers meet before they are willing to start developing chips?

The emergence of this kind of doubt is not a one-off event. When Apple's A-series chips began to glow and make Qualcomm tremble, some people in China predicted that "A-series bionic chips will become an effective weapon for Apple!" "The success of Apple's self-developed chip will form a paradise, which will isolate other competitors and create an empire belonging to Apple!" Because of the long history, detailed information will not be uploaded. In short, it is at this stage that the "alarmist" makes an analysis. Apple's A-series bionic chip is like a fortress, which firmly protects Apple, and Apple will have a unique advantage in the future competition. Therefore, domestic mobile phones should actively follow suit and build their own fortress and ecosystem! However, such remarks were completely classified as poor singing skills at that time, and soon they were drowned in the whirlpool of saliva!

The past is like smoke, and time flies. Whether the analysis at that time was correct should be verified today, but the past is the past after all, and it is too late to mention it at this time! However, Apple's success is enough to prove that the road of self-developed chips is correct. So today's technological level is not what it used to be. Except Huawei, why didn't other mobile phone manufacturers develop their own chips? Have they started to develop chips? In fact, it is not that no one has thought about developing chips, such as Xiaomi and OPPO. According to the information, they all have the same idea. Among them, Xiaomi has developed and carried it by itself, but it is still not about 澎湃 2 until now, and the time interval is too long. Although Lei Jun has always emphasized research and development, netizens have regarded it as a joke when they lose patience.

Xiaomi's self-developed chip seems to be a knot in Lei Jun's heart. Although it has publicly expressed difficulties, it is still regarded as a joke by netizens. However, I believe that it is definitely not a joke in the eyes of the industry. Most of them should be tears and sadness. For comparison, I quote the example of Apple. I believe everyone has heard that Apple intends to develop its own baseband chip. As a small white in the baseband field, Apple does not have advantages in related fields like Huawei, so Apple wants to develop its own baseband chips. It needs to start from 0, but if it really starts from 0, it is bound to miss opportunities and competitive advantages, so we find two certain information and two information that I am not sure about. These news involve four figures, one is 65.438+0 billion euros (about 7 billion yuan), the other is 65.438+0 billion dollars (about 6.5 billion yuan), the other is 65.438+0.6 billion dollars, and the other is 430 billion dollars!

With an investment of 654.38 billion euros, Apple plans to invest 654.38 billion euros to build a European chip design center in Munich, Germany, and this new R&D center will focus on the development of 5G and future wireless technologies. Apple acquired Intel's smartphone 5G baseband business for $654.38 billion, and acquired about 2,200 Intel employees, intellectual property rights and equipment. The $654.38+06 billion is the R&D expenditure invested by Apple in 2065.438+09, which is close to the 1000 billion R&D investment planned by Huawei in the same period. $430 billion is the R&D expenses that Apple intends to spend on R&D and promote the 5G semiconductor industry (baseband, rumor) within five years. Judging from these figures, whether the baseband is true or not, together, those who know mathematics can calculate how many millet there are. In short, Apple has paid so much for a baseband, and it still needs the consent of companies that have established advantages in other related fields. For example, Qualcomm and Qualcomm have many key patents in related fields, so if they infringe Qualcomm's patents, Apple may have to spend more money.

As the saying goes, talking about money hurts feelings, let alone Xiaomi having money or not. I'm sure there are only a handful of apples! that this is not the important question. The point is that planting a tree may not bear fruit! This is also a factor that domestic major mobile phone manufacturers are hesitant to develop chips! In addition, there is another key factor, that is, the relationship between local enterprises before. Although this may touch some people's blx, I also believe that some things should be well known to everyone! Why didn't anyone come forward when Huawei was sanctioned? Almost all local enterprises choose to be silent, but foreign companies "speak" for Huawei for the sake of interests. Why?

I remember a famous person once said that anyone who is good at calculation is a villain in his eyes! I think this should be the most true portrayal of the relationship between major local enterprises! They are all smart and calculating, but they all found the shortcut to "success", that is, stepping on other people's bodies to climb high! Although Huawei was sanctioned, it did affect people, but you know what? When Texas Instruments and MediaTek Guangfa invited major mobile phone manufacturers to learn from each other's strengths and jointly develop chips, they all turned a blind eye, which led to Texas Instruments quitting the stage overlooking Qualcomm and forced MediaTek to choose foreign countries. The neglect of a number of domestic mobile phones has directly led to Qualcomm becoming stronger and bigger, and even blocked the way out for the latecomers!

R&D of chips is an industry with continuous investment and no return in a short time. In addition to the continuous investment of funds, a large number of talents are needed. Take Jim Keller (the founder of Apple A series, AMD Zen series and Tesla FSD chip), who is called "Silicon Fairy" by the industry. Although his annual salary has always been a mystery, according to folk rumors, it is at least tens of millions of dollars! If such people choose to train, it is also a heavy burden for enterprises. The point is, he may have been dug up after all! Of course, the possibility here is euphemistic and does not give a definite result, because it is also a well-known result in everyone's mind. If such a talent is trained in a local enterprise, I guess we don't have to wait for him to become a useful person, maybe we can get a job halfway!

Although poaching is common, even Apple often has employees poached, but Apple has a huge foundation after all. If it is replaced by other small and medium-sized enterprises, the brain drain will undoubtedly be a fatal blow. In the development of our science and technology, many potential enterprises have died out in the long river of history! Regret and sympathy are a joke to "friends and businessmen"! Therefore, domestic mobile phone manufacturers can avoid chip research and development, and avoid it if they can. If you can't avoid them, I think most people will choose transformation and won't touch this thing! So can you learn from Apple, raise money and use other investors' money to do this? Hehe, people who have this idea are probably too young! A small leader of Alibaba Marketing Department founded by Ma Yun also needs female employees to understand personnel. Isn't it an ancestor to be an investor? Finally, I want to say that the essential reason why domestic mobile phone manufacturers don't touch chip research and development is that local enterprises know the world too well!