As a veteran traditional IT company, Lenovo Group has achieved world-renowned achievements in the PC field from first place in the country to the world's first. However, it is currently facing a test. Under the impact of mobile Internet and new technology changes, Lenovo Group In the past few years, difficulties have been encountered. The PC market has faced HP's attack, and the smart phone market has fallen out of the top five positions. This has also caused its share price to slump. After a continuous decline, this month was kicked out of Hang Seng Index constituent stocks. However, Lenovo Group also recently It is changing, including paying more attention to customer experience, setting up a new smart device business group, etc. In the PC machine market, Lenovo is still a good company, and the steady cash flow it brings makes it embarking on this ego. Take the initiative in the change.
5G first international standard released mid-year manufacturers accelerate commercial layout
Recently, the old news of Lenovo's 5G standard voting has become a hot issue. It is rumored that 3GPP organized a 5G channel coding standard academic conference two years ago. In the standard voting stage, Lenovo chose Qualcomm's solution, but did not support Huawei's Polar. Code plan.
On May 16, Lenovo explained this: In the first round of the 3G eMBB scheme (RAN1#86bis) voted by the 3GPP organization, Lenovo Group selected LDPC technology solutions based on its own prior technology and patent reserves. In the second round When voting (RAN1#87) comprehensively considered the country's overall industrial cooperation, innovation and development, it resolutely chose Polar code solutions that did not have much technology accumulation before Lenovo.
In the determination of voting disputes and standards, it reflects the competition between countries and enterprises for the discourse power of 5G standards. Compared with 3G and 4G eras, communication companies have given their standards to the government. In the 5G era, everyone reached a consensus and decided to formulate 5G globally. Unified standard. This means that the selected standard will become the only reference. Currently, Qualcomm and Huawei are more powerful, with the two focusing on LDPC and Polar code solutions respectively.
According to the 3GPP plan, the 5G global standard (Release 15, referred to as 'R15') will be announced in June this year, and commercial use will start as early as 2019. At the same time, China is also accelerating its 5G trial to speed up the industrial chain. Cooperation.
Capture 5G voice
In terms of 5G applications, 3GPP defines three scenarios: eMBB (Enhanced Mobile Broadband), URLLC (Ultra High Reliability and Low Latency Communication), and mMTC (Massive Internet of Things). Among them, eMBB improves signal and bandwidth. Scenarios include VR, AR, and online meetings; URLLC can be used for drones based on features, autopilot; mMTC provides better support for IoT connectivity, whether smart city or smart home, surveillance, etc. Can be applied.
Lenovo’s previous voting meeting was to formulate channel standards for scenarios such as 5G eMBB. Channel standards are divided into data channels and control channels. According to 21st Century Business Herald reporter, there are three alternative technical solutions for the conference, namely LDPC. Polar and Turbo, where LDPC supported by Qualcomm and Huawei are the two most popular coding directions, the choice is mainly between the two.
In the establishment process, a total of two voting meetings were held. The consensus reached by all parties was that the Polar code solution promoted by China defeated the LDPC solution proposed by Qualcomm in the United States and became the eMBB scenario coding scheme for the 5G control channel. LDPC became the coding scheme for the data channel.
Telecom analyst Fu Liang told the 21st Century Business Herald reporter: 'The Lenovo and Motorola's weights are very low during the voting process. After removal, it does not actually affect the voting. More importantly, 5G is to achieve a globally consistent standard with companies in between. The struggle for discourse power, but not a company's decision criteria, Huawei and Qualcomm are mutually supportive after the standard is formed. Everyone has an investment in patents. Only the future standards determine that if a patent is held, the patent holder will make money. Slightly more. '
From the backwardness of 2G and 3G, 4G catch-up, Chinese companies' right to speak on the 5G standard has obviously increased. Fu Liang said: 'In the era of 3G, we have a difference of 10 years from Japanese standards. Others have confirmed that we only enter the market, 5G standard. The full version will take about 2 years, but now we have entered the stage, built more scenes, and have a large population with basic advantages.
At present, the 5G standardization work plan is accelerating. The 3GPP R15 standard for non-independent networking 5G new air interface (NR) has been completed by the end of 2017. The standard for independent networking 5G NR will be completed by mid-2018. Ericsson According to the Ericsson Mobile Market Report, the first commercial networks based on the 5G NR network are expected to be put into use in 2019. Most network deployments will start from 2020. It is estimated that by the end of 2023, the number of eMBB 5G users will exceed 10 Billion.
In addition to the R15 version, the next 5G standard is also to develop the R16 version. Specifically, R15 is mainly for the application requirements of eMBB and URLLC. The second standard, R16, is planned to be completed in September 2019 and will support eMBB, URLLC, mMTC, etc. Class scenes.
Breakthroughs and puzzles
With the first edition of the 5G international standard to be completed in June, Chinese manufacturers are also exploring 5G application scenarios and business models. Both operators and equipment vendors are actively researching and developing layouts in infrastructure and communication equipment.
In an interview with 21st Century Business Herald reporter, Xie Yushan, a research fellow of Jibang Tuobei Industrial Research Institute, said that before Huawei released 5G chips, it has gradually broken through key components such as core chips and high-frequency devices (in the future, it will gradually master 5G terminals, chips, and components. Etc.), together with Huawei's current position as the world's third-largest mobile phone maker and communications equipment leader, is conducive to support the development of 5G technology and the establishment of an industrial ecological chain. China Mobile is the world's largest telecommunications operator with sufficient funds, and is a large-scale commercial 5G band. In terms of advantages, it continued to cooperate with telecommunications equipment companies to promote 5G scale trials to promote performance verification and product maturity. As a result, China Mobile announced 5G terminal pioneer plans to promote the settlement of 5G terminal industry chains, launch 5G trials, and commercialize terminal products. Completed the world's largest 5G trial network in 2018.
Although we currently lead the world in 5G industry, we still have a distance from the United States. The real distance is not the 5G standard, but the ability of the entire industry chain, supporting communication chips, base station construction, and enterprise and user service systems.
Senior Li Di, a senior consultant for CCID Consulting, told reporters in the 21st Century Business Herald that overall, in the process of advancing the 5G industry in China, it will face four major difficulties and breakthrough points. The first is that the 5G standard is not yet fully determined. The second part is the weak link of some sub-industry links. At present, from the perspective of the development of each link in the 5G industry chain, the development of major links such as base stations and terminals is relatively mature, but some links are divided into vertical sub-industry chains. The strength still needs to be improved. For example, core devices such as processors, RF power amplifiers, and filters, which play a very important role in supporting the development of the industry, are still relatively weak in overall strength, and their degree of concern is not enough. Thirdly, there are also services for domestic telecom operators. Conversion pressure.
Fourth, the business model of enterprises needs to be gradually updated. 5G technology defines a brand-new network architecture. It also includes new network features that are not available in the current period. In the era of the Internet of Everything, new types of consumption patterns will emerge. Therefore, enterprises explore new types of networks. The business model is also very important.
While strengthening R&D and strengthening 5G, the company also provided uninterrupted policy support. On May 17, the Ministry of Industry and Information Technology and the State-owned Assets Supervision and Administration Commission issued the “Implementation Opinions on Deepening the Acceleration of the Network, Accelerating the Expenses, and Accelerating the Development of New Dynamic Energy 2018 Campaign”. , which mentioned the promotion of the development of the 5G industry. That is to promote the standardization, research and development, application, mature industrial chain and security support, organize the implementation of the 'new generation of broadband wireless mobile communications network' major projects, complete the third phase of technology research and development experiments, promote the formation of Globally unified 5G standard. Organize 5G application solicitation contest, promote the integration of 5G and vertical industry, prepare for 5G scale networking and application.