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1. For the first time in history, iPhone 7 will chase orders 20 million next year;
Set micro-messenger news, Apple iPhone 7 price reached a sweet spot, the actual sales better than expected, Apple urgently sent to the supply chain big pursuit, the goal of the first half of next year to sell another 20 million.
This is the first Apple iPhone old models big chase; As for the iPhone 8 new machine, i8 has been previously reported that the single was cut, the main reason is not accepted by the market because the iPhone 7 is an old model, the process is mature, the production line is not Need to purchase new equipment, not only low depreciation, the yield is almost 100%, the cost is much lower than the iPhone 8 and iPhone X and other new machines much lower, will help the gross margin rise.
iPhone 7 accidentally become the most popular iPhone models recently, the old machine grabbed a new machine front, but also always see.
It is understood that Apple this massive increase of 20 million iPhone 7 orders, and Horst chairman Tong Zixian recently revealed that after the purchase price of old products rose against the trend, not only Heshuo more than 30% of Q4 production capacity in the production of old products, Adding a single customer case also adds to the fact that you feel "awesome". In terms of the additional coupons currently available, it is indeed quite amazing. It is not obvious that the relevant information is groundless.
To China, for example, 128GB of iPhone 7 as long as 5388 yuan; compared to the same iPhone 8 is 4.7 inches, capacity 64GB, the price has to 5888 yuan, iPhone 7 cost-effective, no wonder the iPhone 8 launch, but more hot.
According to Apple's official website in the United States, there are currently eight mobile phones in the market, ranging from $ 349 to $ 1,149 for iPhone SE, iPhone 6s, 6s Plus, iPhone 7, 7 Plus, iPhone 8, 8 Plus and iPhone X;
Apple has never been in the past eight iPhone sales in the market the same time, each iPhone's main supply chain is almost the same, how to calculate the terminal inventory and stocking conditions, to avoid the exclusion effect of other models of production is also Test Apple's management skills.
Key Developments in 2.5G Standards: First Freezing of Non-Independent Networking Standards;
Recently, 5G (fifth generation mobile communication technology) standard set usher in a key node.
The United States on December 2, 3GPP (standardization body of mobile communications) news, 3GPP 5G NSA (Non-Standalone, the independent network) the first version of the standard was officially frozen.
According to 3GPP's plan, the 5G standard is divided into two types: NSA and Standalone (Standalone, Independent Networking), of which 5G NSA networking requires 4G base station and 4G core network and 4G as the anchor point of the control plane to meet aggressive operation Vendors use existing LTE network resources to realize the rapid deployment of 5G NR.
A communications expert on the surging news reporter said that the NSA as a transitional program, mainly to enhance the hot regional bandwidth as the main goal, there is no independent signaling plane, relying on 4G base station and core network work, the relative standard-setting progress faster .At the same time, NSA 5G performance and capacity will be greatly reduced. In addition, to achieve 5G NSA, the existing 4G network needs to be upgraded, which has an impact on the performance of the existing network and smooth operation. Therefore, operators are required to pay attention.
According to 3GPP's plan, in June 2018, six months later, the SA independent networking solution will be released. It is a 5G target solution accepted by the industry and can achieve all the new features of 5G and is conducive to playing the full capabilities of 5G.
However, the NSA standard freeze is also of crucial significance.The above communication expert said that the completion of the 5G NSA program is an important milestone in the 5G standardization process, marking a 5G standard and industrial processes into a substantial acceleration phase, 5G business into the countdown .
However, he also emphasized that the 3GPP group conference in early December just announced that the 5G NSA passed the discussion, but the specific technical details and specifications will be fully completed and disclosed at the 3GPP plenary session on December 22, and now the details planning It is too early to discuss.
Standard freezing is of great significance to the communications industry. Even if some core standards are set down, even some fine-tuning of formal standards in the future will not affect the product development of previous vendors.
Huawei, ZTE to promote 5G pre-commercial worldwide
Yang Chaobin, President of Huawei Wireless Products, recently said in a media interview that Huawei is promoting 5G pre-commercial operations around the world. "China mainly consists of Beijing and Shanghai. South Korea is mainly Seoul and Seoul is a lively southern district. Italy chose Milan and Japan chose Tokyo, Canada mainly with Dell in Vancouver and Toronto, the UK mainly with BT in London, Germany in Germany and Deutsche Telekom in the second half of this year to start the pre-commercial trial 5G network construction.
Yang Chaobin said that the main purpose of pre-commercial system is to verify the key technologies, the key technology inside the standard has now been identified, but the key technology in the actual network which can be how it must have the appropriate network to fully verify that these technologies can really achieve What kind of result
It is understood that in September of this year Deutsche Telekom officially released in Berlin, Germany, the first pre-commercial system, which uses Huawei's pre-commercial system 5G, which contains the bearer, access network and CPE.
Yang Chaobin said Huawei next year will launch a full set of 5G network equipment business system, 'This means that we will make this commitment and customers, he would like to buy equipment I can sell to him. And this device is to support the future, is to support Smooth evolution for the future A set of devices that exist on the network for more than 10 years will not go out of standard for one version of the device.
In addition to Huawei, another Chinese telecom equipment provider, ZTE, has also launched 5G pre-commercial operations worldwide. In November this year, ZTE and Japan's Softbank jointly conducted a 5G substantive experiment in the 4.5GHz band at Chi Gate in Minato Ward, Tokyo; this year 10 In January, ZTE announced the cooperation with Wind Tre, Italy's largest mobile operator, and Open Fiber, the leading Italian cable operator, to build Europe's first 5G pre-commercial network in the frequency band of 3.6-3.8GHz.
Guoxin Securities recently announced that Huawei and ZTE two telecom equipment providers in the low-band 5G technology far ahead of Ericsson and Nokia, the latter two companies are mainly concentrated in the high-frequency band put more energy.
China Telecom opened 5G pilot stations in six cities
The 5G pilot for basic telecom operators has begun to fall.
China Telecom recently disclosed that the 5G pilot stations in six cities of Xiong'an, Shenzhen, Shanghai, Suzhou, Chengdu and Lanzhou have all been opened up, and the 5G pilot project has entered a new phase.
According to China Telecom, the 5G pilot is the latest advancement in exploring the 5G technological innovation cooperation with the leading network equipment and chip companies in the world.Pilot Besides the ability to verify 5G key technologies, network performance and commercial networking from end to end, It will also jointly research and test the combination of 5G technology with industry applications by combining the vertical industries and innovative enterprises, and relying on the features of ultra-high bandwidth, ultra-large connections and ultra-low latency of 5G networks in AR and VR, VR), tactile Internet, car networking, wireless communication applications for future flexible manufacturing industries, as well as real-time video transmission and control of UAVs based on cellular networks and network slicing applications in vertical industries such as power grids And experiment.
China Telecom plans to conduct 5G labs and outfield testing in 2017-2018, pilot commercial deployment in 2019 and commercial scale around 2020.
At the Fourth World Internet Conference, Lu Yimin, general manager of China Unicom, said it will conduct a pilot commercial trial of 5G next year, commercial trial in 2019 and formal commercial use in 2020.
According to a recent report by the Economic Information Daily, China Mobile will continue to expand the scope of pilot projects on the basis of this year's 5G pilot cities. Next year, more cities will be selected to participate in the pilot projects and plans to launch the first international 5G version in 2018 immediately after the announcement Deployment of 5G networks, and strive to 2020 commercial 5G network.
Windward Securities recently released a report that the early construction of 5G, the three major domestic carriers integrated their own business, spectrum coverage, terminal, network architecture, the current network upgrade, follow-up relocation and other multi-factor considerations, the program options will be different.China is expected Mobile to be covered by 5G continuous coverage, so consider the use of 5G independent networking; China Telecom is inclined to NSA non-independent networking + SA independent networking; and China Unicom is to consider rapid deployment, the clear initial use of white paper 5G and LTE tightly coupled approach to network construction.
5G mobile phone to wait for 2019 years
And basic telecom equipment to promote research and development, the application terminal, such as mobile phones.
Mobile chip supplier Qualcomm recently said that it will launch a commercial 5G handset terminal in 2019. Since most handset makers use Qualcomm chips, handset makers will not release 5G handsets until 2019 at the earliest.
Huawei Consumer Business CEO Yu Chengdong recently said: 2019 launch of unicorn chips and smart phones.
vivo Shen Wei recently disclosed 5G mobile phone development progress, vivo 5G R & D center set up in 2016, fully involved in 5G core technology and standards research, 3GPP technology in 2017 to become the largest terminal company in 2017 vivo has launched 5G antenna And radio frequency key technology application.In 2018, vivo plans to start the research and development of 5G terminal identification prototype, participate in the pilot scale test, 'We are in February next year, communication exhibition in Barcelona will be released in 5G stage. 2019 launch 5G Pre-commercial terminals Achieve full 5G smart business by 2020.
China's 5G industry chain-related companies are also very full. Guoxin Securities report recommended equipment manufacturers ZTE, Fiberhome; cable equipment manufacturers Zhongtian Science and Technology, prosperous photoelectric; telecom operators China Unicom; RF antenna letter communications; domestic filter Company McNair Technology and many other domestic listed companies.
5G application
Before the mobile communication is mainly to solve the communication before the people, the future 5G era is the era of all things, only one part of the communication between people, even a small part of the 3GPP listed in the 5G era three typical scenarios are Mobile broadband, large-scale machine communication, high reliability and low latency communication.
3GPP standard specifications to Release as a version of the management, an average of one to two years to complete a version of which R15 version of the main content is NSA and SA standards, which is the consumer mobile phone problems; large-scale machine communication ( Internet of Things) and high reliability and low latency communication (driverless applications) standards for both scenarios will be developed in the R16 version and the R16 version will be completed in 2019. In 2020, 5G will be commercially available worldwide.
3. China is betting on 5G infrastructure: or will lead global innovation opportunities;
As China Mobile, Qualcomm and ZTE speed up their cooperation to formulate the technical standards for the next generation of smartphones, China is one step closer to realizing seamless and ultra-high-speed communications. According to a comprehensive information network, The latter will make possible for driverless cars, virtual reality education and nationwide health care services.
According to Hong Kong's South China Morning Post website reported on November 29, China is the most populous country in the world and the country with the most Internet users, and is now massively launching the 5G mobile infrastructure bet on the three telecom network operators. Will support China's rapid digital transformation - which in turn will enable many of the advanced applications and services that appear in science fiction decades ago.
International agencies that oversee the unification of 5G mobile technologies are expected to release initial rules in the final stages of next year and 2019 to pave the way for mobile network operators to deploy 5G services from 2020 onwards.
Reported that China may lead the global innovation opportunities may lie in the development of 5G mobile technology.
Fan Xiaobing, senior vice president of ZTE, said in Hong Kong: "China Mobile may want to launch its 5G business by 2019. Prior to its original plan, China Mobile is actively promoting the next generation of networks in China."
It is reported that in the second half of this year, ZTE established a true 5G network at Guangzhou University to test the next generation of networks.
Fan Xiaobing said that chips supporting 5G networks may be launched next year, while the first handsets supporting 5G networks may be listed after this.
The reports said that the companies are facing a big stake for ZTE and Huawei and their rivals overseas telecoms equipment suppliers Ericsson and Nokia, as preparations for the deployment of 5G infrastructure in China and elsewhere will be made in the next few years Gradually warming.
It is estimated that China's total investment in 5G mobile networks will reach 2.8 trillion yuan (about 424 billion U.S. dollars) between 2020 and 2030, which may be China's largest investment in telecommunications infrastructure.
Edison Lee, a securities analyst at Jefferies Investment Bank, said recently that China's smart city plan will make full use of the future high-speed 5G mobile network, "using artificial intelligence for public safety, traffic management and disaster management." Meanwhile, China Big Internet companies will introduce more advanced services to consumers.
Reported that China is already the world's second largest economy, which is in the global leader in the deployment and use of 4G mobile broadband as of October 31 this year, China Mobile, China Unicom and China Telecom together total about 1 billion 4G users .
4. It is estimated that the global Internet of Things (IoT) expenditure will be 772.5 billion U.S. dollars in 2018;
IDC estimates that spending on the global Internet of Things (IoT) is projected to grow 14.6% annually to $ 772.5 billion in 2018. IDC expects to spend $ 674 billion in 2017 and $ 1 trillion in integer levels in 2020, further to 2021 Rose to 1.1 trillion dollars; 2017-2021 average compound annual growth rate (CAGR) is estimated at 14.4%.
IoT hardware is expected to be the largest technology project in 2018 with $ 239 billion being mainly focused on modules and sensors and some will be invested in infrastructure and security Software is expected to be the fastest-growing technology category in the IoT market, with 2017-2021 CAGR pre- Estimated at 16.1%.
IDC expects IoT Service Spending CAGR to reach 15.1% between 2017 and 2021 and estimates the annual amount for 2021 to approach IoT hardware.
Carrie MacGillivray, vice president of operations and IoT at IDC, said that by 2015 more than 55% of IoT planned spending will focus on software and services.
The most actively invested IoT solutions in 2018 are manufacturing ($ 189 billion), transportation ($ 85 billion) and utilities ($ 73 billion).
In 2018, cross-industry (Cross Industries) IoT application expenditures such as car networking and intelligent building are estimated to approach 92 billion U.S. dollars.
IDC Research Director Marcus Torchia said consumer Internet spending will reach $ 62 billion in 2018, making it the fourth-largest industry category, with applications such as smart home, home automation, security and smart appliances.
Under the guidance of smart appliances, CAGR of consumer internet of things (IoT) spending is expected to reach 21.0% in 2017-2021, ranking the highest in all industries. 199IT Data Center
5. Blood can test cancer! Personalized medical outbreak of the four major trends
The annual PMC Annual Conference is being held at Harvard Medical School in Boston, United States on November 15. The annual award was presented to Jay Flatley, chairman of global leader in gene testing equipment, ), His company's global market share of up to 75%, is this wave of personalized medical trends, the biggest promoter.
Gene management with a lifetime of health
The future of cancer can be cured within a few months
'I imagine that in the future every baby will be tested for genetic tests as soon as she is born, in a health file, for managing health, for early detection of autism, etc.' Fullett paints his ideal future world.
When the group grew up, they predicted the risk of genetic diseases and selected healthy embryos by comparing the genetic maps of newlyweds.
By the age of 42, some of them may have serious middle-aged crisis, doubts about their own value and depression, when physicians find out the symptoms of the case by matching the gene map in the database matching the corresponding therapy Let the patient recover quickly.
At age 65, one may find zero-stage cancers through regular blood-draw screening, and physicians tailor individualized therapies by genetically decoding cancer cells and body gut flora, and doctors are not saying With only a few months remaining, the standard lines will be changed to: You will be able to heal in a month.
This may come from someone else's mouth, may seem like daydreaming, but from the industrial height where Fu Lai Te Li position, the dream come true may not be far away.Under his leadership, illumina The company has reduced the cost of decoding a human genome map from tens of thousands of dollars to just 800 dollars and foreshadowed the goal of 100 dollars in a few years.
Edward Abrahams, president of the personalized medical alliance, said that after the first human genetic map was decoded in 2003, the medical community predicted that the medical care would shift from the same drug to the personalized medicine for all.
Now, 2017 is the year of personalized medical / precision medicine, and in May Keytruda, the well-known anti-melanoma drug from Merck called by the U.S. Food and Drug Administration (FDA), approved the new indication This is a major milestone in liberating cancer from organs, as long as the genetic test paired successfully, regardless of whether the tumor is located in the brain, lung or any other location.
Genetic testing will be standardized
Is expected to be personalized medical standard
In June, the FDA first approved the use of next-generation Genomic Sequencing (NGS) detection. Although the next generation of gene sequencing is the most commonly used genetic test method, it is widely used in prenatal pregnancy and cancer target drug pairing. However, Mandatory regulation, industry turmoil, issue of first approval certificate, on behalf of it has begun to standardize genetic testing.
The trend is even more reflected in the share price. While US biotech stocks have been underperforming lately, individual medical companies have soared, including Foundation Medicine, Loxo Oncology, Blueprint Medicines and Ignyta, up more than 50% this year or even 1 times.
And as Freitel imagined the world portrayed, the importance of blood tests of cancer and intestinal flora, but also gradually emerge this year, "BusinessWeek" reporter went straight to the annual meeting of the personalized medical union, found four major new areas The most watched trend.
First, the new index assists immunotherapy. Target drugs and immunotherapy are the two major cancer treatment focus of development, the former is to kill drugs with specific mutations in cancer cells, which is installed for the body's immune system 'Navigating' to use autoimmune mechanisms to attack cancer cells with mutated genes The newly proposed tumor mutation load index (TMB) measures the total amount of genetic mutations in cancer cells, that is, the extent to which the immune system is easily targeted, As a new weapon to evaluate the effectiveness of immunotherapy.
Second, the intestinal flora can be used to treat cancer.While the official health food is still to supplement the intestines of good bacteria to promote constipation, allergies now, the oncology medical community is discussing the use of bacterial flora treatment of cancer.In early November, the well-known periodical " Science out of two studies pointed out that intestinal bacteria will affect the effectiveness of immunotherapy, the more intestinal bacteria in cancer patients receive immunotherapy better.
Third, through the blood test of cancer.Current cancer genetic testing technology is still based on solid tumor slices, but for not being able to slice, can not find the tumor, the initial cancer patients, the liquid through the blood slice will be a The Gospel can evolve into a health check-up tool to track cancer in the future, and now that basic medical companies have introduced liquid-slice detection for commercial applications, Illumina's Grail investment has won Microsoft founder Bill Gates ), Amazon founder Jeff Bezos and Google Venture Capital to develop liquid slices.
Fourth, to find cancer metastasis, but still can not find the location of the original tumor patients to find treatment of these types of cancer accounts for about 5% of all cancers, because the incidence can not find only one quarter of patients can survive more than one Year, but pairing with the target drug through genetic testing will be one of the reasons why the FDA approved Keytruda for all cancers in May this year.
Up to about 40% of new drugs undergoing clinical trials already belong to personalized medicine that uses genetic information, up to 75% in oncology. As data gets larger and larger, analytical techniques get better and better, Genetic testing will be standard equipment for personalized diagnosis and treatment