Integration of the current market data show that in the upcoming 2020, smart phones will enter the 5G communication, now that we have entered the post-4G era, the willingness of telecom operators large subsidies 4G program is expected to decline, the market will be more concerned about the 5G mobile phone chip The development of the period can lead to a new wave of future smart phone growth.
At the end of 2017, after the finalization of the 15th edition of 3GPP's Non-Independent 5G Specification of 3GPP, both telecom operators and chip manufacturers will speed up the deployment of 5G. In 2018, Chinese branded mobile phone operator Huawei released its 5G commercial chip and related End products, Huawei will set the target in the third quarter of 2019 launched 5G smart phones.
Huawei 5G chip named 'Balong 5G01', in addition to supporting 5G spectrum, also supports a variety of 5G services, Huawei 5G equipment from the terminal equipment are fully laid out, is expected to be the world's early 5G operation of the important promoter. Huawei has formed an alliance with more than 30 global telecom operators including Vodafone, Softbank, T-Mobile, BT, Telefonica, China Mobile and China Telecom.
Another Chinese telecom equipment maker, ZTE, also announced its latest high and low frequency AAUs at MWC. In addition to supporting the industry's 5G mainstream frequency band, ZTE simultaneously demonstrated 5G key technologies such as Massive MIMO, Beam Tracking and Beam Forming, providing telecom operators with 5G commercial deployments Diversified scenarios and requirements are expected to begin commercial testing in China's 5G country test in 2018 and the 5G layout of operators in several countries.
Qualcomm, a leader in communications chips, also noticed a 5G layout. After Qualcomm announced its first 5G modem chipset, it has conducted a 5G test of its mobile device in October 2017, showing that the chip is officially smart It is understood that Qualcomm's goal is also set to launch in 2019 commercialization of 5G products, according to Gartner estimates, 5G smart phone shipments in 2019 will initially reach 9 million, while in 2021 Look at 150 million
In addition, in addition to the chip makers, the telecom operators in China have also shown a positive attitude in the 5G layout.China Mobile participated in the MWC with the theme of "Smart Connect, New Future", with 5G, Internet of Things, Digital Home, '4G +' Terminal and International 5 major business areas to attract attention.
China Mobile also announced that it will construct the world's largest 5G trial network in mainland China. The 5G scale pilot program in 2018 will conduct field tests in five cities in Hangzhou, Shanghai, Guangzhou, Suzhou and Wuhan. The city will set up at least 100 5G base stations and carry out 5G business and application demonstration in 12 cities including Beijing, Chengdu and Shenzhen.
Integrating the above observations of smartphones and 5G communications, smartphones should have a good chance of meeting emerging markets after they entered the post-4G era, and become a brand marketplace actively pursued by brand manufacturers in 2018.
For the supply chain, you may start to face Cost Down pressure, but as the future 5G layout begins to mature, it is estimated that smartphones will be driven to a new wave of growth. During the period of 2018 to 2020, 5G equipment suppliers are worth Investors pay attention to the development and operation changes.