The 5G era accelerates, and the chip market is surging

Qualcomm held a press conference in Hong Kong and announced the launch of a mobile terminal chipset supporting 5G. Although the 5G standard has not yet been formally finalized, according to Qualcomm, this chipset can achieve transmission rates of more than one gigabit per second, and has been successfully tested in the 28GHz band that may be deployed in 5G. Because of this, many analysts believe that Qualcomm once again led the 5G era and left its competitors behind.

Following the full popularity of 4G, 5G has gradually become the main development direction in the next stage of the communications industry. If 4G boosts the popularity of the mobile Internet and the use experience of mobile devices has been significantly improved, then the 5G construction will effectively promote the development of the Internet of Things and make "Internet of Everything" really possible.

With eyes closed, an ultra-high-definition movie was downloaded momentarily. This kind of 5G efficient transmission service will soon appear. It is understood that the upcoming 2018 Pyeongchang Winter Olympics will achieve the first ever 5G Olympics. The 5G transmission speed will reach 10Gbps (10GB per second), which is 10 times faster than the 4G standard.

According to Xie Yushan, a research fellow at the Tuoba Industrial Research Institute, as South Korea plans to display 5G technology at the PyeongChang Winter Olympics, 2018 will be the first year of 5G technology, and by 2019, more applications will be seen.

Recently, the technology market research company CCSInsight released a forecast report that by 2020, the global 5G network will be fully deployed. By 2023, there will be as many as 1 billion 5G users worldwide, and China will account for half.

In addition, a report titled "China-US 5G Controversy" was published on the "Financial Times" website of the United Kingdom on October 16th. Although China is the world's largest mobile market—China Mobile alone has 873 million subscribers—China’s share of intellectual property has been small. At present, China is striving to occupy a larger share of the next generation mobile data service design. According to the report, China will have greater influence in the field of knowledge in the future.

According to Jeffery estimates, 12.5% ​​of the core patents of the current 4G standard are owned by Qualcomm. In the nine months to June this year, the U.S. group’s royalties were as high as US$4.4 billion. If China succeeds, Qualcomm will be affected and Chinese equipment manufacturers will benefit.

With the accelerated arrival of the 5G era and the continuous expansion of China's 5G market, major manufacturers are continuing to promote the development of chip products. Chip vendors also need to reflect this feature when developing 5G, such as high bandwidth, low latency, and high access density.

Some analysts believe that although the timing of the commercialization of 5G falls in 2020, for chip makers, the initial success or failure of the global 5G chip market may be in the Design-in phase between 2018 and 2019. Decide. Therefore, 5G competition among mobile phone manufacturers has actually begun, and success or failure will affect the future market share.

At present, Qualcomm has launched the world's first 5G modem, the Xiaolong X50 modem series, and is also actively promoting the establishment of global unified standards for 5G new airspace. Spreadtrum’s R&D investment in 5G chips is also very large, and it is planned to be under 2018. In the first half of the year, the first 5G commercial chip supporting the first edition of the 5G standard for non-independent networking, which supports the freezing of the 3GPP R15 conference, was launched; at the same time, MediaTek is also accelerating the development of baseband chips.

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