The 5G commercial footsteps are getting closer, and the terminal that presented its power is a smartphone. However, for ordinary users, 5G and 4G are just a faster network speed, mobile phone manufacturers directly sell 5G mobile phones, users buy new mobile phone tariff packages to operators. But all the specific applications are just the final step. Now Intel, Gao Tong, Huawei and other manufacturers compete for the camp on the industrial chain.
Since the end of 2017, the chip manufacturers have rushed 5G chip, Gao Tong, Intel, Huawei, and Zi Zike have released the 5G baseband chip of 3GPP standards, which is expected to carry these chips will be in 2019. Among them, the terminal includes 5G mobile phones such as Huawei, OPPO, VIVO, Xiaomi, and PC, commercial equipment, etc.
The chip in the phone mainly includes a RF chip, a baseband modem, and a core application processor. Among them, the main manufacturer of RF chips is Skyworks, Qorvo, TriQuint, etc .; core application processor is the most common CPU and GPU, such as Qualcomm's Snapdragon series, this field still still has no manufacturer to shake Qualcomm Status; Baseband Modem, the most critical manufacturer includes Qualcomm, Unit, Samsung, Haisi and Exhibition.
However, the gradual furnace of the modem does not mean that the 5G picture has been fully implemented. Intel Academician and Intel Wireless Technology and Standard Chief Technical Experts Wu Geng to the 21st Century Economic Reporter said: "In fact, 5G is only a new generation of technology overall levels. A starting point, not a end point. "
5G baseband chip "competition"
The main scene of 5G communication is still mobile phone. Although the planning of the IoT Internet of Things is very large, it is also worth looking forward to it, but the large-scale application that truly landing is definitely a mobile terminal. Among them, the chip is the key to the smartphone terminal.
The mobile phone chip is very bright in the world. At present, the United States is in a unable-shaped position on core chips such as processors, representing high pass, Intel, Apple. South Korea is unique in storage, with powerful market share, such as Samsung, Hissant. Europe has a core technology in the upper reaches of the chip, such as ASML of the Netherlands. Taiwan's industries rely on subduction zones, with MediaTek, TSMC and other chip and second-rate above the global industry chain enterprises.
Now the mainland has a tree in the processor, such as Huawei's Haisi unicorn series; exhibition market share in the baseband chip is also in the top five in the world. However, integrated radio frequency chips, memory chips, core processors, baseband chips, etc., the technical level of the mainland is still outside the world's three-flow. However, the opportunity to grasp is that China is very important to 5G standards, it is also the largest market for 5G technology applications, the most complex application scenarios of major cities and regions.
The chip in the phone mainly includes memory chips and various types of processors, wherein the processor mainly includes a RF chip, a baseband modem, and a core application processor. RF chip market size is currently about 200 billion US dollars, and the market size is quite baseband chip, and the entire memory chip market, including all types of storage, including the size of about 800 billion US dollars, visible RF chip market potential should not be overlooked. From the current market share, the RF chip is mainly controlled by Europe and the United States. For example, the BAW filter market in the RF chip is mainly held by Avago and Qorvo, accounting almost more than 95% of the market share. The terminal power amplifier market is mainly occupied by Skyworks, Qorvo, Murata.
However, the 5G chip issued by Intel, Gao Tong, Huawei, and the four giants of the United Kingdom are basically a baseband chip. In October 2017, Qualcomm released the first 5G modem slum X50 supported 28GHz millimeter wave, only support 28GHz millimeter wave; in November, Intel also released its first 5G modem XMM8060, which not only supports 28GHz mm The SUB-6GHz low frequency band is also supported; Huawei released Baron 5G01 in February 2018 and the first 3GPP standard 5G commercial terminal CPE, Baron 5G01 and Intel chips, also supported SUB-6GHz and millimeters. However, 5G chip for the mobile terminal, Huawei plans to launch in 2019; late arrival department introduced the first 5G baseband chip M70 in June 2018.
Technical difficulties are still
However, there are still many problems in the process of chip mass production. Yao Jiayang said that the key technical difficulties of 5G chip mass production have mainly five aspects, and the first is to compatible 3G / 4G; the second is the extensive extent of the spectral support; the third is millimeter wave technology (more 28GHz) Whether the master is high; the fourth is whether the DSP capability built by the 5G baseband chip is sufficient to support a larger data volume; the fifth is the size of the chip itself, the power consumption performance (whether the operation efficiency is sufficient, this will also involve The heat dissipation problem designed to the system).
Zou Ning, the Communication Technology Policy and Standard Director of Intel China, told the 21st Century Economic Report Reporter: "The standard of 5G is very complicated. Now there is a lot of molds, there have been 6 models before, plus 5GNR is 7 model, chip design complexity It will be very high, this is a big challenge. In addition, many supported frequency bands, because we are used as terminal chip vendors, to introduce universal chips that are supported around the world, so you need to support different countries and different regions. China's frequency band including low frequency, intermediate frequency, 3.5GHz, 4.9GHz, also contains high frequency, such as 28GHz, 39GHz in the United States, South Korea, Japan's frequency band. In terms of frequency band support, it is more complex, between different modes, frequency bands There are various switches to do rooms. "
In addition, Wu Ming added: "There is also carrier aggregation, its overall number is huge, we need to arrange a combination in our wireless front end, to support all possible."
In addition to strengthening its own technical capabilities, it can be seen that the manufacturers are constantly increasing allies. For example, Intel Joint Ziwu jointly launched 5G strategy in February this year, and cooperation between the two sides aimed at the high-end 5G mobile phone chip, and will jointly develop the new 5G smartphone platform with Intel 5G modems, and plans to implement and 5G mobile networks in 2019. Deploy synchronization to the market. Lianfa Technology has recently entered the stock Jaguar Electric Wave, both parties to develop 5G and millimeters related technology and products. Qualcomm has an early place and OPPO, VIVO, Xiaomi and other mobile phone manufacturers to sign a subscription agreement. A few days ago, Huawei and China Unicom signed 5G strategic cooperation.
So, in a fierce commercial sprint phase, which maker will win? Tuoyan Industrial Research Institute analyst Yao Jiayang reported to the 21st century economic report: "Huawei has launched the CPE version in the 5G chip field, but in the mobile chip, it is still behind Qualcomm and Intel. However, due to Huawei in the field of 3GPP With a considerable amount of words, the attitude of 5G standards is also quite positive, even in the 5G mobile chip field, we believe that Huawei should have the opportunity to catch up with Intel and Qualcomm during 2019 to 2020. As for Intel. It has already entered the experience of the Apple Supply Chain in the 4GLTE chip, and the notebook manufacturers also intended to carry 5G chips. Intel can use the advantage of the notebook industry. And Qualcomm except for the 5G baseband chip, Simulated front-end, such as antenna, amplifier and filter, etc. also have a fairly complete layout, so Qualcomm further launches the module scheme of 5G mobile products, there is no competitor in the short term. "
At the same time, he also said: "Taking into account the OEM and ODM manufacturers of the terminal system may not be willing to be limited by a single supplier. Therefore, Although Qualcomm will raise the top supplier's role, but Intel and other competitors still in the 5G market. There are many opportunities. "
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