From the previous Wuzhen Fourth World Internet Conference to Qualcomm Hawaii's second Snapdragon Technology Summit, 5G are as one of the core hot spots are constantly filed, it seems that 4G has just crossed the threshold into the room ready to sit down, 5G has been Knocking on the door 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 The commercial LTE network resources are used to realize the rapid deployment of 5G NR.As a transitional solution, the NSA, although a 5% discount on performance compared with the SA standard, relies on existing base stations such as 4G base stations and core networks to optimize its The development of relative standard is faster, the initial stage of the implementation of a wider coverage of the SA standard 5G officially opened, it can also be used as an auxiliary. With the world's largest mobile consumer market, China seems to be the beginning and the main battleground of the 5G war, and many bigwigs already have a lot of experimentation and exploration in China, of which the most intriguing is the leading one Qualcomm, Qualcomm in this 5G war in the end what is the strength, what are the advantages of no one beyond, we can simply analyze the wave. lead the industry First to talk about the hardware, the upcoming Snapdragon 845, its integrated X20 modem supports up to 1.2Gbps of Category 18 LTE peak download speeds, up to five carrier aggregation, licensed access (LAA), dual-card dual-VoLTE, and up to three 4x4 MIMO on Aggregated Carriers When Qualcomm 5G is still in preparation for the carrier, Qualcomm has already laid the groundwork for the terminal, and when the NSA standard 5G network is fully rolled out, you are using Qualcomm chips The machine may have long been impatient. Second, let's talk about the equipment and the coverage of the demand side.From the 4G to 5G, the speed increase is only one of the basic performance of the iteration, 5G for more features and requirements for the development and optimization, is it to meet the differences The magic of network demand. The 3GPP conference defines three scenarios of 5G: eMBB (enhanced Mobile BroadBand), enhanced mobile broadband, high-traffic mobile broadband services involving 3D / ultra-high definition video, mMTC (Mass Machine Type of Communication), that is, mass machine communication, mainly for very large IoT connection; uRLLC (Ultra-Reliable Low Latency Connection), that is, a high reliability and low latency connection, including services such as driverless network services that meet the needs of the corresponding. 5G network upgrade, all kinds of equipment needs of its impact is obvious. The first is cell phones, since the popularity of cell phones and their significance as the entrance to mobile internet in most scenarios are singled out as a category. The dependence of cell phones on the network is irrelevant and a better network leads to a better experience Such as the 5G network upgrade covers a wider range, the signal is better, which for large-scale buildings (office buildings, stadiums, etc.) has significantly improved the experience that goes on Qualcomm coverage of mobile phones, in fact, no more Said that the real amount of companies can go, can be said that no Xiaolong, not the flagship, even if Samsung insisted its own research Exynos, in the international market, the same need to issue the flagship version of Qualcomm Xiaolong use the corresponding version. The second category is the entertainment terminal, the entertainment needs even to some extent can be said to promote the progress of the technology industry, such as the previous hot mass VR field because of the entertainment needs of the upgrade, the content of the natural requirements are getting higher and higher, The Snapdragon 845 not only achieved better color performance after integrating the Spectra 280 ISP and the Adreno 630, but also the first to support room-scale 6 DOF (6DoF) and Instant Location and Map Building (SLAM) Platform, which can simply be said to be created specifically for the XR (augmented reality.) At the same time, high-quality content of its high volume of natural data, if you want to do real-time linkage, the requirements of the network will naturally much higher, Qualcomm chips and technology, just in two ways to supplement them.What example? Take this as an example: HTC and Oculus in the latest generation of mobile integrated products, invariably use Qualcomm Snapdragon chips, Oculus Go And HTC Vive Focus's performance for all to see, but this is only the predecessor of Xiaolong products in the entertainment needs, both now and in the future, Qualcomm has a good coverage rules . The third category is targeted at the new features of 5G network products that need to be targeted, such as the Internet of Things. Massive Internet of Things as one of the three targeted scenarios for 5G, its goal is that everything is interconnected, and the so-called massive Internet of things, Requiring at least 1 million devices per square kilometer to be continuously connected.Although the small amount of data on a single device, but the scale of the previous network form can not be satisfied.When the 5G network to meet their needs, the Internet of Things The number of devices is bound to show tremendous growth.Refer to the current data. 'The world's Qualcomm chipset terminal shipments of more than 1.5 billion.' This is Qualcomm Technology Vice President Li Weixing last month in 2017 China Future Operations Summit On the huge coverage of its own and technology leadership, it is not hard to imagine the entire industry in the 5G era of things will become a sustained force of Qualcomm. If more than the above is Qualcomm now and in the future visible stage accumulation of advantages, then the technology leadership, is to ensure that Qualcomm can be invincible the most powerful weapon. At the 2016 and 2017 World Internet Conferences, Qualcomm has relied on the world's first officially released 5G data connection to successfully implement a 5G new air interface (5G NR) prototype system and test platform and a 5G modem chipset for mobile devices, Selected as "World's Leading Scientific and Technological Achievements in the World's Internet" From the first company to release a 5G modem chipset in 2016 to the world's first officially released 5G data connection in October 2017, achieving business success in less than 12 months The ability to deliver products to feature silicon underscores its leadership in 5G and its deep heritage in mobile connectivity. In summary, Qualcomm has the foundation, technology, Qualcomm is still continuing to invest a lot of resources in the context of R & D, the trend of its break wind, no signs of fatigue. Good foundation This foundation is good and different from the previous chapter based on good, which is for 3G, 4G network basis. Market research firm Jefferies equity predicts that China Mobile, China Unicom, China Telecom's total investment in 5G network construction will reach as high as 180 billion U.S. dollars (equivalent to 1.222424 trillion yuan), far exceeding the 4G network of about 117 billion from 2013 to 2020 The input of the dollar, with a total investment growth of about 54% .From this set of data is reflected in two messages: First, the entire commercial process of 4G is analyzed from 2013 to 2020 for a total of seven years, indicating that it is time-consuming to upgrade and use the entire network. Second, the estimated total investment of 5G is more than half the total investment of 4G, which can not be the quantity that can be digested in an initial stage. Back to the beginning of the article 3GPP's planning NSG and SA proposed in 5G two standard programs, just as the pre-4G because of equipment, technology and other reasons need to transition on the basis of 3G upgrade, part of the technology and standards grafted to 3G In order to smooth the upgrade on the same, 5G in the initial stage of the same need to use 4G LTE as a basis, not to say that reconstruction must be overturned, but can make better use of existing advanced technology for innovation and expansion. As can often be heard gigabit LTE network, the purpose is to serve as a 5G transition and in the future become a 5G auxiliary.Although gigabit LTE and 5G several Gbps speed comparable, but the former is to achieve 5G commercial The first step, but also the future and 5G coexistence for a long time.Gigabit LTE is stronger than the previous generation of LTE, and even 10 times the gap between the speed, it is precisely because of the use of some of the 5G technology Content, including: carrier aggregation, high-order modulation, higher order MIMO and so on. In contrast, Qualcomm, as early as February this year, has teamed up with Ericsson and Telstra, the first telecom operator in Telstra, the successful implementation of the downlink 979Mbps and upstream 129Mbps speed. Snapdragon 845 integrated X20 modem has been completely Can meet such quasi-5G conditions of use, and then think of Qualcomm has released X50 modem and 5G smartphone prototype, the accumulation of technology and development of forward-looking evident in 4G and gigabit LTE has such a good Basis, in the beginning of the 5G start, Qualcomm and the rest of the competitors, not with the same starting line ah. Commercial model The promotion of any theoretical technology and new concepts can not be achieved without the commercialization associated with it. Formal commercialization represents a real viability of the technology and is not a bad one. In the past 30 years, Qualcomm in the cellular mobile communication technology industry can be described as penmanship, high R & D, high output, high conversion, the development of the industry can not do without the contribution of Qualcomm Qualcomm's patent licensing model, In essence, it is the mode of "invention-sharing-collaboration." That is, Qualcomm invests a lot of R & D costs in technological innovation, and then shares the accumulated core patented technologies with industry practitioners in the form of patent authorization, and then through collaboration and scalability So many advanced technologies to promote the entire industry, markets and consumers to accelerate the development of the entire ecosystem.So the success of Qualcomm business model is to invest in technology partners, through the sharing and cooperation with partners to achieve success. This business model proved to be successful, but at the same time, it is backlinked to all the aspects mentioned above. If there is a part of the product that needs to be authorized by Qualcomm, it will naturally consider using Qualcomm as a replacement for other parts A discount for the industry rookie, the face of the huge number of already have the technology and equipment based Qualcomm, such a situation can not be avoided, and as the industry deepens, this situation will be more frequent, after all, you go At the high end, you will find Qualcomm chips and technology shares, even higher than you think. If 2G and 3G China just look at 4G, 4G can be said to be partially involved, 5G may be able to say that China has become an important part of both the market and technology, we have made great progress, but we also need Reasonable to see that domestic enterprises, such as Qualcomm and other global companies are still some gaps, the gap is not terrible, see the direction of efforts is not a bad thing, but if you ignore the gap blindly arrogant, like '5G era of China RCC Global "chicken blood news, sooner or later will become a nerve paralysis poison.
From the previous Wuzhen Fourth World Internet Conference to Qualcomm Hawaii's second Snapdragon Technology Summit, 5G are as one of the core hot spots are constantly filed, it seems that 4G has just crossed the threshold into the room ready to sit down, 5G has been Knocking on the door 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 The commercial LTE network resources are used to realize the rapid deployment of 5G NR.As a transitional solution, the NSA, although a 5% discount on performance compared with the SA standard, relies on existing base stations such as 4G base stations and core networks to optimize its The development of relative standard is faster, the initial stage of the implementation of a wider coverage of the SA standard 5G officially opened, it can also be used as an auxiliary. With the world's largest mobile consumer market, China seems to be the beginning and the main battleground of the 5G war, and many bigwigs already have a lot of experimentation and exploration in China, of which the most intriguing is the leading one Qualcomm, Qualcomm in this 5G war in the end what is the strength, what are the advantages of no one beyond, we can simply analyze the wave. lead the industry First to talk about the hardware, the upcoming Snapdragon 845, its integrated X20 modem supports up to 1.2Gbps of Category 18 LTE peak download speeds, up to five carrier aggregation, licensed access (LAA), dual-card dual-VoLTE, and up to three 4x4 MIMO on Aggregated Carriers When Qualcomm 5G is still in preparation for the carrier, Qualcomm has already laid the groundwork for the terminal, and when the NSA standard 5G network is fully rolled out, you are using Qualcomm chips The machine may have long been impatient. Second, let's talk about the equipment and the coverage of the demand side.From the 4G to 5G, the speed increase is only one of the basic performance of the iteration, 5G for more features and requirements for the development and optimization, is it to meet the differences The magic of network demand. The 3GPP conference defines three scenarios of 5G: eMBB (enhanced Mobile BroadBand), enhanced mobile broadband, high-traffic mobile broadband services involving 3D / ultra-high definition video, mMTC (Mass Machine Type of Communication), that is, mass machine communication, mainly for very large IoT connection; uRLLC (Ultra-Reliable Low Latency Connection), that is, a high reliability and low latency connection, including services such as driverless network services that meet the needs of the corresponding. 5G network upgrade, all kinds of equipment needs of its impact is obvious. The first is cell phones, since the popularity of cell phones and their significance as the entrance to mobile Internet in most scenarios are singled out as a category. The dependence of cell phones on the network is irrelevant and a better network leads to a better experience Such as the 5G network upgrade covers a wider range, the signal is better, which for large-scale buildings (office buildings, stadiums, etc.) has significantly improved the experience that goes on Qualcomm coverage of mobile phones, in fact, no more Said that the real amount of manufacturers can go, "No Xiaolong Long, not the flagship," even if Samsung insisted its own research Exynos, in the international market, the same flagship need to issue the corresponding version of Qualcomm Xiaolong. The second category is the entertainment terminal, the entertainment needs even to some extent can be said to promote the progress of the technology industry, such as the previous hot mass VR field because of the entertainment needs of the upgrade, the content of the natural requirements are getting higher and higher, The Snapdragon 845 not only achieved better color performance after integrating the Spectra 280 ISP and the Adreno 630, but also the first to support room-scale 6 DOF (6DoF) and Instant Location and Map Building (SLAM) Platform, which can simply be said to be created specifically for the XR (augmented reality) the same time, high-quality content of its high volume of natural data, if you want to do real-time linkage, the requirements of the network naturally much higher, Qualcomm chips and technology, just in two ways to supplement them.What example? Take this as an example: HTC and Oculus in the latest generation of mobile integrated products, invariably use the Qualcomm Snapdragon chips, Oculus Go And HTC Vive Focus's performance for all to see, but this is only the predecessor of Xiaolong products in the entertainment needs, both now and in the future, Qualcomm has a good coverage rules . The third category is targeted at the new features of 5G network products that need to be targeted, such as the Internet of Things. Massive Internet of Things as one of the three targeted scenarios for 5G, its goal is that everything is interconnected, and the so-called massive Internet of things, Requiring at least 1 million devices per square kilometer to be continuously connected.Although the small amount of data on a single device, but the scale of the previous network form can not be satisfied.When the 5G network to meet their needs, the Internet of Things The number of devices is bound to show tremendous growth.Refer to the current data. 'The world's Qualcomm chipset terminal shipments of more than 1.5 billion.' This is Qualcomm Technology Vice President Li Weixing last month in 2017 China Future Operations Summit On the huge coverage of its own and technology leadership, it is not hard to imagine the entire industry in the 5G era of things will become a sustained force of Qualcomm. If more than the above is Qualcomm now and in the future visible stage accumulation of advantages, then the technology leadership, is to ensure that Qualcomm can be invincible the most powerful weapon. At the 2016 and 2017 World Internet Conferences, Qualcomm relied on the success of the 5G new air interface (5G NR) prototype system and test platform and the success of the world's first officially released 5G data connection for 5G modem chipsets for mobile devices, Selected as "World's Leading Scientific and Technological Achievements in the World's Internet" From the first company to release a 5G modem chipset in 2016 to the world's first officially released 5G data connection in October 2017, achieving business success in less than 12 months The ability to deliver products to feature silicon underscores its leadership in 5G and its deep heritage in mobile connectivity. In summary, Qualcomm has the foundation, technology, Qualcomm is still continuing to invest a lot of resources in the context of R & D, the trend of its break wind, no signs of fatigue. Good foundation This foundation is good and different from the previous chapter based on good, which is for 3G, 4G network basis. Market research firm Jefferies equity predicts that China Mobile, China Unicom, China Telecom's total investment in 5G network construction will reach as high as 180 billion U.S. dollars (equivalent to 1.222424 trillion yuan), far exceeding the 4G network of about 117 billion from 2013 to 2020 The input of the dollar, with a total investment growth of about 54% .From this set of data is reflected in two messages: First, the entire commercial process of 4G is analyzed from 2013 to 2020 for a total of seven years, indicating that it is time-consuming to upgrade and use the entire network. Second, the estimated total investment of 5G is more than half the total investment of 4G, which can not be the quantity that can be digested in an initial stage. Back to the beginning of the article 3GPP's planning of the NSA and SA proposed by the 5G two standard programs, just as the pre-4G because of equipment, technology and other reasons need to transition on the basis of 3G upgrade, the part of the technology and standards grafted to 3G In order to smooth the upgrade on the same, 5G in the initial stage of the same need to use 4G LTE as a basis, not to say that the reconstruction must be overturned, but can make better use of existing advanced technology for innovation and expansion. As can often be heard gigabit LTE network, the purpose is to serve as a 5G transition and in the future become a 5G auxiliary.Although gigabit LTE and 5G several Gbps speed comparable, but the former is to achieve 5G commercial The first step, but also the future and 5G coexistence for a long time.Gigabit LTE is stronger than the previous generation of LTE, and even 10 times the gap between the speed, it is precisely because of the use of some of the 5G technology Content, including: carrier aggregation, high-order modulation, higher order MIMO and so on. In contrast, Qualcomm, as early as February this year, has teamed up with Ericsson and Telstra, the first telecom operator in Telstra, the successful implementation of the downlink 979Mbps and upstream 129Mbps speed. Snapdragon 845 integrated X20 modem has been completely Can meet such quasi-5G conditions of use, and then think of Qualcomm has released X50 modem and 5G smartphone prototype, the accumulation of technology and development of forward-looking evident in 4G and gigabit LTE has such a good Basis, in the beginning of the 5G start, Qualcomm and the rest of the competitors, not with the same starting line ah. Commercial model The promotion of any theoretical technology and new concepts can not be achieved without the commercialization associated with it. Formal commercialization represents a real viability of the technology and is not a bad one. In the past 30 years, Qualcomm in the cellular mobile communication technology industry can be described as penmanship, high R & D, high output, high conversion, the development of the industry can not do without the contribution of Qualcomm Qualcomm's patent licensing model, In essence, it is the mode of "invention-sharing-collaboration." That is, Qualcomm invests a lot of R & D costs in technological innovation, and then shares the accumulated core patented technologies with industry practitioners in the form of patent authorization, and then through collaboration and scalability So many advanced technologies to promote the entire industry, markets and consumers to accelerate the development of the entire ecosystem.So the success of Qualcomm business model is to invest in technology partners, through the sharing and cooperation with partners to achieve success. This business model proved to be successful, but at the same time, it is backlinked to all the aspects mentioned above. If there is a part of the product that needs to be authorized by Qualcomm, it will naturally consider using Qualcomm as a replacement for other parts A discount for the industry rookie, the face of the huge number of already have the technology and equipment based Qualcomm, such a situation can not be avoided, and as the industry deepens, this situation will be more frequent, after all, you go At the high end, you will find Qualcomm chips and technology shares, even higher than you think. If 2G and 3G China just look at 4G, 4G can be said to be partially involved, 5G may be able to say that China has become an important part of both the market and technology, we have made great progress, but we also need Reasonable to see that domestic enterprises, such as Qualcomm and other global companies are still some gaps, the gap is not terrible, see the direction of efforts is not a bad thing, but if you ignore the gap blindly arrogant, like '5G era of China RCC Global "chicken blood news, sooner or later will become a nerve paralysis poison.
|