The first year of China 5G mobile phone
Huawei Consumer Business CEO Yu Chengdong at the just concluded Wuzhen Internet Conference announced that Huawei will launch 5G smartphones in the second half of 2019. Almost at the same time, domestic handset manufacturers such as vivo, Jinli, Nubian and others have defined their own 5G handset schedules , Said it will launch its own brand of the first 5G mobile phone in 2018. Xiaomi and OPPO did not make a statement, but Lei Jun, chairman of Xiaomi has made it clear that the next generation of Xiaomi flagship mobile phone will use Qualcomm Xiaolong 845 mobile platform, No doubt the two Chinese handset makers will also be the first to release 5G handsets.
Chinese handset manufacturers have been showing a competitive attitude with Baotuan in the international competition with Apple and Samsung, but one of the major partners behind the handset industry chain in China is Qualcomm, a US company. In 2017, Qualcomm And China's top ten all mobile phone manufacturers have signed a strategic cooperation agreement.China's mobile phone manufacturers no matter in the direction of the 5G, or to the back of the world will receive the strong support of Qualcomm.
Gigabyte LTE is a key part of the transition to 5G and Qualcomm announced the world's first modem to support the theoretical peak download rate of 1Gbps in early 2016. Qualcomm introduced the Snapdragon X50 5G modem again in October 2016 as the first release of a commercial 5G modem Chipset solutions company in October this year, Qualcomm announced the Snapdragon X50 modem in the 28GHz millimeter-wave band to achieve 5G data connection.This is a landmark moment for 5G terminal and network development.
Qualcomm in the 5G technology is ripe, China's handset makers have emboldened, open their own 5G terminal plan.In fact, not only China's terminal manufacturers, China's telecom operators and communications equipment, are basically at the same rhythm .
Qualcomm announced the successful implementation of the world's first 5G NR-5G (5G NR) interworking system based on the 3GPP R15 standard with ZTE and China Mobile in November 2017. At the same time, Qualcomm implemented this year based on 5G for mobile terminals Modem chipset world's first officially released 5G data connection has also been successfully selected for this year's World Internet Conference's "World's leading Internet technology achievements." And in the verification of the feasibility of technology, ZTE has been working with overseas operators such as Italy to start 5G experimental network cooperation. ZTE vice president, general manager of TDD & 5G Bai Yan said: "ZTE joint industry partners a lot of 5G key technology verification, program verification and network verification to help us become the world's first batch of 5G commercial equipment and solutions provider. '
Qualcomm chip and chip handset Chinese mobile phone manufacturers to open up overseas markets
In early December of this year, red rice 5 and red rice 5 Plus released, domestic mobile phone formally entered the thousand full screen of the column.These two mobile phones were equipped with Xiaolong 450 and Xiaolong 625 chip, the lowest price of only 799 yuan. The use of Qualcomm chips and technology of the full screen mobile phone, seems to play a super cost-effective 'price killer' role.
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Data show that as the world's largest fabless chip maker, Qualcomm has accumulated R & D investment has more than 47 billion US dollars each year to 20% of revenue in fiscal year into technology research and development, according to statistics in recent years, Qualcomm's research and development The ratio of investment in the first place in the industry, absolutely committed to the world's second.
In 2017, apart from Huawei's capability of self-developed handset chips, almost all flagship products of domestic handset manufacturers adopt Qualcomm's chips and technologies, while price-sensitive handset manufacturers such as OPPO, vivo and Meizu have greatly enhanced Qualcomm Technology in their own product line in the proportion.
An analysis of the industry: 'And channel construction, advertising and marketing costs compared to Qualcomm's patent licensing fees for domestic mobile phone manufacturers, just' small head ', within a reasonable range.Moreover, the domestic mobile phone is the sea is General direction, but this time Qualcomm will play the role of guardian of the domestic mobile phone sea.
In the increasingly saturated domestic mobile phone market environment, the Chinese mobile phone manufacturers want to challenge Apple, Samsung, we must go out.In recent years, millet, OPPO, Jin Li in Southeast Asia, Africa, Europe and other mobile phone market share continues to expand, long-term occupation Market share in the forefront in the 'sea' behind the protection of intellectual property provided by Qualcomm has also become the key to victory.
Once, the domestic mobile phone encounters 'robbery and patent' in succession while expelling the overseas market, which makes the domestic mobile phone manufacturers feel the value of Qualcomm's patent licensing model.Currently, Qualcomm has signed the patent license agreement with more than 100 Chinese handset manufacturers, and Qualcomm is also known as 'ship carrying a domestic mobile phone ship'.
Broadcom's 'Yang Mou'
Standing in front of the 5G, Apple, Qualcomm fought for the license fee stalls, Broadcom is like 'half-way Cheng bingjin' fanfare launched a high-pass acquisition.Obviously, the acquisition of Apple Favorable, on the Chinese handset manufacturers and communication equipment manufacturers adverse.
Wang Yanhui, the Chinese secretary of the alliance, compared the acquisition to a flagrant act of aggression: "If we do not have the confidence that our common global customers will welcome the merger of the two companies, then we, Broadcom CEO Chen Fuyang, Wang Yanghui that this' common global customer 'is certainly Apple,' Both Apple, Broadcom, Qualcomm or Microsoft, Google actually knows that Broadcom behind the acquisition of Qualcomm, the real purpose of the acquisition Broadcom future will be Qualcomm's baseband business sold to Apple.
Compared with Qualcomm, Broadcom in recent years relying on crazy acquisitions to quickly expand the size of the company, CEO Chen Fuyang was also known as the 'acquisition mad', soon after becoming Trump's guest, Chen Fuyang immediately launched the acquisition.
As a company with a market capitalization of US $ 95.08 billion, Qualcomm invested 5.47 billion U.S. dollars in R & D in 2017. In contrast to Broadcom, they obviously have very different business ideas. The market value of Broadcom is 107.22 billion U.S. dollars, and that of R & D in the same year is only 3.29 billion U.S. dollars.
"Weakening QUALCOMM's R & D capabilities after the acquisition may benefit Apple as Apple's competitor Android platform relies heavily on QUALCOMM's technological advances to keep pace with Apple." The U.S.-based hedge fund manager at The Structure of Price Said: 'Weakening competitors is very beneficial for Apple, which largely explains why Apple acquiesced or even encouraged Encore's acquisition of Qualcomm.'
Industry experts analyzed that if Broadcom succeeded in acquiring Qualcomm, it would probably bring a significant blow to China's industrial chain.Qualcomm's deep cooperation with the Chinese government and Chinese manufacturers was slowed by Broadcom, shelved or even abandoned.China's vast majority of handset makers in the same Long period of time to lose the impact of the high-end market, with Apple and Samsung for domestic and international high-end market hopes.
'Many Chinese handset makers will be devastating their profitability and will be forced out of the market until new supply channels emerge. Just as in 2004, China's handset makers' collectively died suddenly' The collapse of the situation, most likely repeat itself. "Communication industry since the media people Wang Yunhui said.
'Qualcomm still has a lot to do.'
A businessman who loves to expand aggressively, wants to buy an engineer who specializes in technological innovation; an 'thug' of Apple to buy an Apple rival; a company that focuses on big clients like Apple and Samsung to buy A company that treats each industry chain partner equally; and an entrepreneur who is close to the White House wants to acquire a 'China Connect' that has deep cooperation with the Chinese industry chain.
"Broadcom's $ 105 billion bid is too low to form the basis for both parties to negotiate acquisitions." Qualcomm CEO Steve Morrenkov said after Qualcomm's board of directors had unanimously rejected a non-binding single from Broadcom Aspects of the acquisition proposal.
Morinkev's position was strongly supported by Qualcomm's board of directors, the latest news shows that Qualcomm's board of directors has unanimously decided not to nominate any of the 11 candidates from Broadcom Limited and Silver Lake Capital, which will make Broadcom And Silver Lake Capital's plan to replace Qualcomm's current board members with those candidates at the company's 2018 general meeting of shareholders.
Qualcomm executive chairman Paul Jacobs also said: 'The board of directors agreed that Broadcom's offer underestimated the value of Qualcomm, which has invented many technologies over the years and that Qualcomm still has a lot to do.'