If the "double-pass" merger between Qualcomm and Broadcom is completed, it could bring a series of new challenges for domestic mobile phone manufacturers. Qualcomm has already signed technology licensing agreements with over 150 Chinese companies, covering technologies such as 3G and 4G. With the upcoming mass production of 5G handsets, there are concerns that timely access to these components may be disrupted, putting domestic brands at a disadvantage when competing against industry giants like Apple and Samsung.
Recently, Broadcom attempted to acquire Qualcomm, sparking widespread debate in the tech sector. After its initial bid was rejected, Broadcom announced plans to nominate 11 new directors to replace the current Qualcomm board. In response, Qualcomm emphasized that its board consists of 11 top global leaders who are committed to acting in the best interest of all shareholders. It criticized Broadcom’s move as an attempt to gain control of the board to push forward its acquisition agenda. The company also argued that its value is being undervalued, and that this nomination raises serious conflicts of interest.
While the debate over whether the acquisition serves Broadcom or Qualcomm shareholders is complex, from a broader perspective, the real concern lies in how differences in business models and development strategies might affect China's tech industry if the merger goes through.
Qualcomm is known for its strong focus on long-term technological innovation, investing 20% of its annual revenue into R&D. Over the years, it has poured $47 billion into research, driving advancements in 3G, 4G, and now 5G. Many core technologies in the mobile industry were developed years ahead of their time, allowing Qualcomm to lead the market through continuous innovation. In contrast, Broadcom has taken a more short-term approach, focusing on low-risk markets and quick returns. This strategy may not support long-term investment in future technologies, which could hinder the development of smartphones and related industries.
In terms of business model, Qualcomm has established extensive partnerships with Chinese companies, including major smartphone manufacturers like Xiaomi and VIVO. These collaborations have enabled local brands to innovate and grow by leveraging Qualcomm's advanced chip technology. However, Broadcom's approach appears more focused on maintaining relationships with big clients like Apple and Samsung, while other customers may face pressure to order early to secure pricing, or risk higher costs or supply shortages. If the merger proceeds, many Chinese phone makers could face similar issues, especially during the 5G rollout, potentially leaving them at a competitive disadvantage.
Moreover, Qualcomm has actively supported the growth of China’s high-tech industry. For example, in 2016, it formed a joint venture with Guizhou to develop server chips, and earlier in 2014, it partnered with SMIC to produce chips using 28nm, later expanding to 14nm and 10nm processes. Such collaborations are rare with Broadcom, raising questions about whether these partnerships would continue under new ownership.
In summary, while the "double-pass" merger may be debated in terms of shareholder benefits, it is likely to be more harmful than beneficial to China's smartphone and high-tech industries. Meanwhile, Qualcomm recently launched the Snapdragon 845, a powerful new processor expected to be used across smartphones, laptops, and more. Its stock has been rising steadily, suggesting that the market still sees significant value in the company. This positive trend could complicate the merger process, which is a promising sign for the industry.
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