高通上海公司将大规模裁员？员工：多部门受波及
Starting from 21th Sep 2023, there have been rumors circulating on major social platforms about the upcoming large-scale layoffs at Qualcomm Shanghai. It is reported that this round of layoffs will mainly focus on the wireless business research and development department. The compensation standards are N+4 for regular employees (including newly hired employees) and N+7 for senior employees without a fixed term, with no cap limit of three times.
Although the compensation standard is higher than the industry average, as of the time of writing, Qualcomm has not provided an official response to this layoff news. Public information shows that Qualcomm China has research and development centers in both Beijing and Shanghai.
In recent years, the sluggish trend in the smartphone market and the impact from competitors have had a significant effect on companies in the supply chain such as Qualcomm. Cost reduction and efficiency improvement are also becoming mainstream measures for global technology companies.
According to global smartphone shipment forecast data from the third-party organization Counterpoint, it is projected that global smartphone shipments will decline by 6% in 2023, reaching a record low of 1.15 billion units. The replacement cycle for smartphones has extended from one or two years in the past to over three years currently, reaching an unprecedented level.
At the same time, Qualcomm is facing a long-term challenge from MediaTek in the mobile phone market. In the past three years, MediaTek has maintained its leading position in global shipments of mobile phone SoCs (System on Chips), continuously squeezing Qualcomm’s market share along with Apple.
On the other hand, nearly 60% of Qualcomm’s mobile chip revenue comes from the Chinese market. With the relaunch of Huawei’s Kirin chips at the end of August, Ming-Chi Kuo, a well-known analyst at TF International, stated that Qualcomm will ultimately lose Huawei’s smartphone orders as a result. According to his data, in just one year in 2022, Huawei purchased approximately 23-25 million SoCs from Qualcomm.
In the latest quarterly financial report, the revenue of Qualcomm’s mobile chip business (attributed to the QCT division) was $5.26 billion, a year-on-year decrease of 25%, which has directly impacted Qualcomm’s revenue performance significantly.
Under the influence of these external negative factors, Qualcomm has started layoffs globally since the end of last year.From December 2022 to March this year, 232 employees at Qualcomm’s headquarters in California, USA were laid off. In May, Qualcomm announced a global layoff of 5%, mainly focused on the mobile division.
In June of this year, Qualcomm announced that it will continue to lay off 415 employees at its headquarters in San Diego, California, with the majority of them being engineers. In August, Taiwanese media predicted that Qualcomm would lay off 200 people in Taiwan, covering areas such as product and testing.
2023年9月21日，各大社区平台流传出高通上海公司即将大规模裁员的消息，消息称本次裁员主要集中在无线业务研发部门，最高赔偿N+7，无三倍封顶限制。
当天下午晚些时候，高通公司做出了回应，预计上海公司将裁员，但“大规模裁员”“撤离上海”不属实。并表示，预计与裁员等措施相关的行动将产生大量额外的调整费用，而其中很大一部分预计将发生在2023财年第四季度。高通目前预计，相应的调整措施将在2024财年上半年基本完成。在中国采取的调整措施也是之前对外沟通的相应计划的一部分。
某社交平台上，一位经过认证的高通员工表示，此次裁员波及部门不止WiFi部门，“或多或少都有，但WiFi是重灾区。”
多名员工发帖表示，此次裁员补偿方案按年限分为两类，不满6年为N+4+2，满6年为N+7+2，N按照年薪/12 。上述高通员工表示，“这是确定的消息，我就在高通WiFi部门。”而在被问到具体裁员比例时，他表示自己也不清楚，“整体比例和名单还不确定，最晚国庆节后给名单，听说最大的数字到50%，我也在瑟瑟发抖。”
这并不是今年高通的第一次裁员。早在6月份，高通就在美国圣地亚哥总部裁员超400人，此次裁员消息距离上次仅过去了三个月。
高通提到的“之前对外沟通的相应计划的一部分”，指的是在第三季度财报电话会议上和8月提交的10Q报告中曾做出的规划。
高通三季报的成绩单并不算太好看。三季报显示，高通报告期内总营收84.51亿美元，同比下降23%；净利润18.03亿美元同比下降52%，直接腰斩。
面对营收净利双下滑的情况，高通高管在电话会议上表示，手机和其他电子产品的零部件支出减少将持续到今年年底，公司正在采取减支措施，并预计将进行更多裁员。高通目前预计，相应的调整措施将在2024财年上半年基本完成。而在中国采取的调整措施也是之前对外沟通的相应计划的一部分。
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