We must promote the development of integrated circuits, fifth-generation mobile communications, aircraft engines, new energy vehicles, and new materials'. The government level puts the promotion of integrated circuits first and demonstrates its determination. How to promote and how to promote? 5G is highly hopeful. , And be regarded by the industry as the best opportunity for Chinese companies to change lanes and overtaking.
Mobile phone industry 'core' profit margins
Looking at the current mobile phone industry, domestic mobile phones can be described as infinite. Statistics released by various statistical agencies show that among the global mobile phone shipments, at least six or seven domestic mobile phones can enter TOP10. In China, Huawei, OPPO, and ViVo , Xiaomi, Meizu, etc. have always been sought after. In Southeast Asia and even the Indian market, Huawei, Xiaomi and other manufacturers are also constantly reporting.
Why did domestic mobile phones rise rapidly in recent years? In this regard, Xiang Ligang, founder of Feixiang.com, stated that the rise of domestic mobile phones is not only a breakthrough for hardware manufacturers, but also a breakthrough for Android systems. In his view , China-made mobile phones have completed an in-depth transformation and upgrading of the Android system, especially Huawei launched Kirin chip has been able to transform, customized Android system for effective software and hardware integration, to ensure the smooth operation of the mobile phone.
However, behind the bright sales, profits are the topics that domestic mobile phone manufacturers are unwilling to talk about. In the past few years, the 'thousand yuan machine war' is even more 'losing money and earning money'. It is a concentrated reflection of the market at the expense of profits.
On the other hand, foreign manufacturers have not only won sales, but their profits are also very impressive. According to relevant statistics, in 2017, Apple and Samsung took away 86% of global smartphone profits, and the profit of Apple's mobile phones even reached US$151. Is China's mobile phone manufacturers nearly 14 times the average profit of each mobile phone.
Everyone wants to make more money, but the factors affecting the profitability of mobile phones depend on many aspects, including brands, cost control, etc. However, the biggest problem is the 'core'. According to estimates, in a smartphone selling for a thousand dollars, the The cost accounted for more than 1/3. At present, domestic mobile phones mostly use chips developed by foreign companies. The high patent licensing fees have a large impact on the profits of domestic mobile phone manufacturers.
Lei Jun, founder, chairman and chief executive officer of Xiaomi Company, stated: 'Although the chip is only as big as a fingernail, it may be the most complicated thing on the planet, because it puts most of the components needed for a mobile phone into it. Very high sexual requirements. '
In addition, mobile phone chips are also very important for the R&D and manufacture of mobile phones. In particular, current mobile phone performance is reflected by the difference in chip performance. Mobile phone communications, multimedia, and camera functions all rely on chips.
It is undeniable that the chip industry is the technological vantage point of the mobile phone industry. If you want to become a top enterprise in this field, you must own your own chips. Only companies with mastery of core technologies will open up gaps with other competitors in the future competition. .
5G is a good opportunity for 'change lanes overtaking'
At the two national conferences this year, Deng Zhonghan, an academician of the Chinese Academy of Engineering, stated that in the chip industry, although China has made breakthroughs in some areas, there is still a big gap between the developed countries and the western countries. In the future, efforts will be made in many areas. Especially in the no man's land at the forefront of the international front, we must seize independent innovation, formulate standards, create new kinetic energy, new models and new industrial chains, and strive to 'change overtaking'.
As a new generation of communication technology, 5G can be said to be a new area. China IMT-2020 (5G) group leader, vice president of China Institute of Information and Communications Wang Zhiqin said that in the future China will be in the second half of 2019 to the first half of 2020 During the period, the first batch of 5G licenses were issued concurrently with other countries.
In fact, in terms of 5G, China is not weaker than the developed countries in the West. It even has advantages in certain aspects. Especially after Huawei’s intervention, it changed the monopoly of foreign companies in the chip field. In addition, Xiaomi launched its own The chip, which is considered to be entering the 5G era, is able to qualify with the Raptor Wrench.
In this regard, Xiang Ligang said that not only did domestic mobile phone companies have their own chips, but after several years of hard work, these companies placed greater emphasis on product quality, focused on the improvement of user experience, and used a lot of financial resources and human resources to implement hardware. Catch up and surpass, optimize and upgrade at the system level, realize the healthy development of the mobile phone market and domestic mobile phone manufacturers, and also allow consumers to benefit from the technological innovation and innovation of mobile phone products.
It can be said that 5G is a new technological revolution and will redefine the rules of the game. This is also an important reason why many companies are rushing to layout.
Insiders said that in the next two years, China will open 5G commercial. During this period, China's telecom operators and equipment operators have already prepared. Whoever won this war will occupy the next few decades. leading position.
Policy continues to increase
At the recent China Development Forum 2018, Minister of Industry and Information Technology Miao Wei stated that it is necessary to firmly grasp the historical opportunities of the new round of scientific and technological revolutions and industrial changes and accelerate the development of new materials, biomedicine, and electronic information. , 5G, energy-saving and environmental protection and other emerging industries, promote the deep integration of the Internet, big data, artificial intelligence and manufacturing, and vigorously cultivate new momentum. To accelerate the optimization and upgrading of traditional industries, use market mechanisms and economic instruments to remove inefficiencies and low-end Production capacity.
Yu Junkang also stated that at present, China’s chip industry is facing unprecedented opportunities. One of the reasons is that the top management of the Central Government has been determined to develop this industry, and will continue to promote a number of policies; second is the multiple advantages of multiple companies. , has been innovative path, out of the new road.
In terms of 5G, Lei Jun said that the new opportunity brought by 5G is the Internet of Things, and the connection between IoT devices is the core issue to be solved by 5G. 'In the past, Xiaomi launched its own chip products. In line with the development trend of 5G, and continuing to innovate in mobile-related products, the company plans to provide price-assured products in the market, and it will also be the first wave of manufacturers to enter the 5G network market layout. ' Lei Jun said.