Almost everyone feels like 5G: everyone is talking every day, but can't see the shadow of the actual equipment. This situation will soon be broken. Qualcomm held the China Technology and Cooperation Summit in Beijing today, bringing us a glimpse of the recent 5G era.
Qualcomm first made a report on the progress of 5G network technology. Their vision of the overall picture of 5G network is not limited to mobile phones. In the automotive, IoT, mobile computing, AI machine learning, AR/VR/MR and other XR concepts and servers, 5G The network can be useful. Qualcomm’s revenue in FY17 is also reflecting this, with non-mobile phone business revenues soaring 75% to over $3 billion; they predict that by 2020, the total mobile phone business will only be at $150 billion. The service can account for 20% of the market.
But that doesn't mean they will no longer value the mobile phone business – it will remain the core competency of Qualcomm's core business. Last year, Qualcomm officially released the Snapdragon X50 LTE modem module, increased support below 6 GHz and millimeter wave network band, and increased the maximum downlink transmission speed to 1.23 Gbps, knocking on the door of the 5G network world.
And Qualcomm, as always, attaches great importance to China's mobile network market. Many new breakthroughs and deployments of 5G network technology advances have occurred in China. In November last year, Qualcomm has moved in Beijing and ZTE to achieve the world's first end-to-end 5G new Air interface systems are interoperable. In the second half of this year, China Mobile will use Qualcomm's 5G network technology to take the lead in deploying 5G networks in 12 cities in China, and with the launch of a new mobile phone terminal equipped with the Snapdragon X50 LTE modem in 2019, it will eventually be realized in 2020. China's 5G network is commercially available.
To this end, Qualcomm needs domestic mobile phone OEMs to stand side by side with them. The domestic mobile phone brand has grown at a CAGR of 17% in the list of revenue generated by Qualcomm, as China's big-name OEMs began to look at it. Going overseas, Qualcomm can provide RF RF and modem integration solutions covering global mobile network support, and the trust and reliance of these handset OEMs on Qualcomm solutions can also be the strength of its and the acquisition of the predators.
With the increasingly demanding requirements for mobile phone internal system integration in the design of mobile phone manufacturers in 2017, Qualcomm today released its own 5G tunable RF front-end solution, which allows domestic OEMs to abandon the original based The procurement of RF front-ends has shifted to the procurement of system-level solutions for 5G RF front-end + modems, which has reduced the terminal design difficulty of OEMs in a package and reached the technical requirements of 4G LTE Advanced and the upcoming 5G network.
Because a wave of 5G equipment will come in 2019, domestic mobile phone OEMs need to have sufficient food and grass. Today, domestic manufacturers such as Xiaomi, vivo, OPPO, and Lenovo have signed a memorandum of understanding with Qualcomm, which said they will purchase RF front-end components with a total value of not less than $2 billion from Qualcomm between 2019 and 2021. At the same time, Qualcomm also launched the “5G pilot program†to help Chinese mobile phone brands go smoothly on the road of high-end and internationalization.
At the round table of the Technical Cooperation Summit, the heavyweights of the domestic mobile phone circle were all present: Lenovo VP Aymar de Lencquesaing responsible for Moto, CEO Chen Mingyong of OPPO, Shen Wei, CEO of vivo, and Lin Bin, President of Xiaomi. It can be said that more than half of the Chinese mobile phone circle has already arrived at the Qualcomm platform. They all expressed their views on 5G, AI and Qualcomm's partnership in the exchange.
Chen Mingyong said that OPPO's layout in 5G has started three years ago. It does not pursue the concept of playing AI but applies technology to the product to improve the intuitive experience. When he said that OPPO had already landed in Japan and was preparing to enter Europe, there was a burst of applause from the audience. In other Datun, Shen Yu was quite touched by the cross-border cooperation with the sports industry; Lin Bin was the flagship of Xiaomi's mobile phone that was launched in cooperation with Qualcomm for several years. Of course, these major domestic manufacturers have not forgotten to test Qualcomm in the terminal application of 5G RF technology.
With the firm support of the Chinese market and manufacturers behind, Qualcomm dared to openly and Broadcom clashed. At the Qualcomm shareholders' annual meeting on March 6th, when voting on the acquisition intention of Broadcom, shareholders should also worry about the Chinese market and the feelings of this group of friends.
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