Qualcomm patent monopoly has become a history of domestic handset manufacturers will be a big fight?

The recent spate of vigorous Qualcomm monopolies has come to an end and is about to enter the final penalty phase, with the legendary 1 billion dollar fine being a big figure. But the impact of the Qualcomm antitrust case is far more than the penalty for the simple, Qualcomm's collapse means the domestic mobile phone patent civil War curtain is about to be opened. First, Qualcomm's patent umbrella Qualcomm perennial monopoly of basic patents, charging high royalties. In addition to platform fees, the final product is also charged, the industry called Qualcomm Tax. But Qualcomm's patent fees are not entirely bad for small businesses. Because there are more than one foundation patent, Huawei, ZTE, Nokia, Motorola and other enterprises also have a large number of basic patents, and Qualcomm has an anti-licensing agreement. The deal is that if a client uses a Qualcomm chip, it will have to cross authorize its own patent to Qualcomm. Qualcomm in the sale of chips to small manufacturers, but also the patent to the small manufacturers. In this way, companies that have patents, but use Qualcomm chips or have an antitrust deal with Qualcomm, can no longer initiate patent lawsuits against Qualcomm's clients and charge royalties. In fact, the agreement guarantees that there will be no more patent disputes between Qualcomm's clients and that all royalties are to Qualcomm. This is advantageous to the weak patent manufacturers, the Huawei, ZTE, the same accumulated a large number of patent manufacturers. Now, the China Development and Reform Commission for Qualcomm's punishment is likely to cancel the anti-authorization agreement, which for the weak patent companies, means that the umbrella disappeared, high-pass tax, although not, but will be a large group of manufacturers stare at royalties. Second, the manufacturers of the damage and profits from the Chinese market pattern, Huawei, ZTE, Lenovo, cool, millet, vivo, Gionee, OPPO, Meizu and to do the export of the day long has a relatively many market share. Among these manufacturers, the patent is more powerful is Huawei, ZTE and the acquisition of Motorola's Lenovo. Other homes have some patents, but Huawei and ZTE, which have been fighting with giants abroad for years, are not worth mentioning. Once the Qualcomm umbrella sales, Huawei, ZTE, Lenovo will become the top three patents, can be patented to attack domestic competitors. However, the amount of patent litigation in the country will not be very large, and there are local protection everywhere, even if the patent is excellent, it is not profitable to launch a lawsuit. But overseas, such patent litigation will have a big impact, especially in Europe and the United States, Huawei in Europe has done a lawsuit against ZTE. So more of this kind of patent litigation will happen overseas. The current pattern see, the patent weak and do overseas market is millet, OPPO, Gionee and long, if the patent civil War, these will be the main target, the recent momentum is very prosperous and enter the international market millet will be the first. Although Millet has invested in the core to do a certain defensive strategy, but the real war to fight patent lawsuits, this capital is not enough. Third, fierce competition, high likelihood of war according to the latest statistics, 2014 years ago, 10 months China's total smartphone sales 312 million, compared with the same period last year fell 10.2%. The Chinese market has become saturated and shrinking. And in this shrinking market, big brands are stillSurging。 Millet ranked in the top three of the world last quarter, small brand day more and more sad, the domestic market more and more difficult to do. This kind of situation, the competition intensifies, the international trend is obvious, the patent will become the advantageous sniper weapon. Strong patent manufacturers have a reason to crack down on rivals and use patented weapons to prevent competitors from internationalizing. The Qualcomm umbrella disappears, the patent war is hair-trigger, the battlefield may be overseas, but the opponents are at home, the NDRC's punishment decides or will open the war gate.