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How to Qualcomm and Huawei More Partners Than Rivals

As a follow-up to my column on the effects of the political battle between the United States and China (the electronics industry: US vs. Chinese chess), it seems necessary to address the issue of Qualcomm vs. Huawei.

Because both companies are pioneers in the wireless industry and have invested heavily in 5G, they are often instigated against each other in political, financial and even industry debates. However, the fact is that both companies complement each other and do more work than they compete against each other.

Different focus

Qualcomm and Huawei come from different parties into the wireless ecosystem. As a result, Qualcomm's early competitors were IP and other semiconductor suppliers such as Texas Instruments and Infinon (now part of Intel).

From the last few wireless generations, many of Qualcomm's early competitors have emerged from the market and others such as MediaTek and Spreadtrum have emerged. In addition, several major smartphone vendors including Apple and Samsung have started developing their own chips to compete in Qualcomm.

On the other hand, Huawei entered the market as a provider of telecommunications equipment, which competes against companies such as Ericsson, Lucent and Nortel. Today, Huawei is a more diversified company. Offers a wide range of products and services, from smartphones to cloud data center services. Although quickly becoming the third largest supplier of smartphones worldwide, the provision of wireless infrastructure equipment remains the core business.

Wireless standards

Since there are different touch points, Qualcomm and Huawei are working on the fifth generation of different approaches - Qualcomm primarily on the mobile device side, and Huawei infrastructure.

More importantly, the two companies collaborated through 3GPP to develop wireless standards in the future. The fact that both have invested heavily in 5G and related technology standards is positive for the entire region, as large-scale investment will continue to accelerate the development and adoption of new wireless technologies.

In addition to wireless standards, the two companies collaborated on mobile devices. Although Huawei is developing its Kirin chipset for use on smartphones and tablets through its entire HighSilicon subsidiary, it uses third-party chips such as MediaTek and Qualcomm for some of its platforms.

Third-party chips are commonly used in standard low-cost devices. However, Huawei has made it clear that it is important to look at all the technology available for each generation of devices, as the set of devices should not suffer damage if the silicon group (HiSilicon) malfunctions.

At the recent Huawei Analyst Summit, Qualcomm was mentioned at least ten times as a key partner. Therefore, despite the political rhetoric, the two companies are very close technical partners.

Intellectual property protection

The same can be said in the entire electronics industry. To do business in China, foreign companies must establish a partnership with a Chinese entity, which usually leads to the formation of a new entity in the form of a joint venture. The largest encyclopedia of these agreements is intellectual property protection in China.

Although intellectual property protection is a concern, the Chinese government has made considerable progress over the last decade in protecting and implementing intellectual property from foreign entities. It is committed to improving China's position in the high-tech sector, especially as Chinese vendors are becoming more prominent in IP technology.

It would be almost impossible to develop electronic solutions without using the resources of many companies in many regions, especially the US and China. Most major technology companies, such as Huawei and Qualcomm, have engineering resources in many countries around the world. Most mobile devices require IP and semiconductor resources, system design, manufacturing, and software from other companies around the world.

Increasing tensions between China and the United States have led to fears that the tariff war will have a negative impact on the electronics industry. Amazingly, we are saving the industry for a good reason. However, even if no tariff has been implemented, a silent war is going on between the two countries which has already affected the global electronics ecosystem.

Watching the countries where their final charges are imposed is like watching two opponents play chess. Each has taken a step aimed at weakening the political position of the other. So far, the purpose of the tariff has been

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