In 2020, the 5G industry chain is very concerned about the dynamics of the 5G industry chain. For example, Zhongxing Communications actually arouse the company 's parallel enthusiasm in the A-share and H shares in two cities, in a routine response in the interactive platform on the interactive platform.
On June 19, ZTE held the 2019 shareholder meeting, and the management team conducted official reply to the market concerned focus "chip" topic, and in the process of 5G applications, cloud computing technology is particularly important, so the current ZTE is also Explore to make an ultimate cloud company.
After two years of depth adjustment, according to Xu Ziyang, president of ZTE, 2020 companies will officially enter the strategic development period, and the goal is to "achieve quality growth".
1. Domestic operators have more than 4G in 5G era.
Xu Ziyang analyzes the road at the scene, facing the running 5G era, the company's core competitiveness mainly includes two aspects: basic technology and market competitiveness.
"Technology mainly manifesses four aspects of patents, chips, algorithms, and architecture. I think this is the core point of building key technical competitiveness." Xu Ziyang analyzed.
In terms of patents, ZTE has ranked third in the 5G global standards necessary patents. At the same time, two experts serve as the vice chairman of the 3GPRAN Working Group, which has a large amount of space in 5G subsequent standards.
In terms of key algorithms, there are about 30 years of experience accumulation, ensuring optimal benefits in wired and wireless bands.
In terms of architecture, multimode software defining the SDR architecture, the core network of the microchemical architecture, and the elastic architecture of the wired different chip combination.
From the view of market competitiveness, Xu Ziyang said that in the first half of 2020, ZTE's carrier business in international and domestic share continued to improve. At present, the domestic market share and this year are very close. Nanjing double base operation, delivery capacity can meet the requirements of the three major operators supply. We have a confidence in the development of 5G in China, and we have made enough research and development. "
2, focus front edge communication chip design
As the key core of communication technology, the development of chip business has always been the direction of ZTE continues to pay attention to the outside world. Introduce this Xu Ziyang, he pointed out that ZTE has achieved 7nm chip commercial, and the 5nm process chip will be commercially used in 2021.
"In fact, ZTE has focused on chip design and development, including the front and back-end design, (in the case) acceleration in performance improvement; but in terms of chip production and manufacturing, we still rely on the global partners for division production." He further said that the communication industry is actually "you have me, I have you in you", I believe that the global partners can achieve cooperation.
Xu Ziyang said, "The requirements of our chip field are the main relying on hardware efforts to rely on hardware and network performance; and the company has put in large research and development in the core competitiveness of key chips; Resources, there is currently a big progress. "
"In other universal chips, if performance, competitiveness can meet the requirements, we welcome all General Chip partners to join the supply chain of ZTE, maximize our entire supply chain's commercial sustainable risk." He said.
3. Terminal business climbing period
In addition to the operator business, political and enterprise business and terminal business are also a market that ZTE has worked strength, and the company has great confidence.
In the shareholders' meeting, Xu Ziyang said that the two markets may show a lot of market space than the operator market, which is why the company has adjusted in recent years.
"In 2018, we specialize in industry products and specialized in industry products. The goal is to expand the solution of ZTE's Jinghua from the operator side to the industry side, promote a win-win situation. After 2022, 5G comprehensive construction is ripe, I I believe that these businesses can support the growth of ZTE development. "He introduced the road.
Xu Ziyang turns, these years, the company's terminal business has gone through some detours, but it is still part of the company's strategy, especially for future 5G or even 6G markets, end side will usher in a huge value opportunity.
"With the global and China's 5G technology and applications, 5G construction has a large-scale deployment. For the terminal, there is a new opportunity in terms of technology or in market space. This is our timely adjustment The reason. "He explained that ZTE's internal advantages were still strong, and the company needs to find a combination, turn the technical advantages into the advantages of market share, the company's advantage in" cloud, net, side, and end ". It is expected to get more and more fully played in the future.
"ZTE has many key technologies and innovations, so the innovative R & D team is to ensure future direction." Xu Ziyang said that the company has realized that the future change will become faster and faster, in the process, The integrated competitive strength of ZTE communications will get the level advantage. "We hope to open the terminal China TOC public market as ZTE's 5G future force, create young, technological, fashion new terminal brand image, further improve the terminal product queue, with Zhongxing cloud, construct intact ecology and scene. "
To this end, ZTE has recently adjusted the terminal business, appointed Ni Fei as the president of the Ministry of ZTE Terminal. According to data, Ni Fei has rich end product experience and open market experience at home and abroad, which is integrated with the 5G technical advantages of ZTE, and the end product and R & D team with deep technological accumulation, and the integration of the advantages of the two sides, and is expected to achieve 1 + 1 ". 2 start again.
"This adjustment is to quickly climb, Mr. Ni Fei will further express the idea, we should soon launch the innovative smartphone new product of the industry's first technology, so stay tuned ZTE communication in subsequent TOC changes." Xu Ziyang .
4, do the ultimate cloud company
Entering the 5G era, how to make a large-scale pre-construction investment, how to cooperate with the fast landing of business models, become the focus of communication industries.
Xu Ziyang said when answering investor questions, with the large-scale commercial use of 5G network, a large number of innovation and applications will emerge, accelerate the transformation of traditional industries to digital and intelligent.
"With the landing of the development and application of the industry market, there is a key to operators, however, how to make network competitiveness can be further played, this requires operators to further deepen the integration of cloud networks, especially precision clouds. Reflections. "Xu Ziyang said that there is a" one cloud to make everything "in the market, and in fact, the industry needs cloud service is precision service of the measurement of the size, and more needs to be organically integrated with various access network services with operators.
"For the company itself, we also hope that through digitized transformation, ZTE has become an ultimate cloud company, while flexible and agilely adapted to the uncertainty of external environmental changes," he said, but ZTE is longer There will be no public clouds in time, which is very firm to this attitude.
Xu Ziyang said that ZTE's position on cloud business is, becoming a firm partner and strong technical backing to assist them to build competitive cloud network services to achieve higher efficiency and better market expansion.
"We propose accurate Yun network comprehensive programs, which are focused on industry customers. Their needs are different from micro customers, and a universal cloud (ie routine public cloud) is difficult to meet the vertical application requirements of large industry customers. It is not perfect to match the needs of enterprise IT transformation. "Xu Ziyang added, ZTE's program goal is to help large enterprises in the transformation process, allowing IT staff to enable IT staff to enable enterprise operations system to various cloud migration. The company hopes to help operators build enhanced IaaS platforms and flexible and light PAAS platforms, through core technology homology but decoupling, allowing enterprise customers to better enjoy the precision customized service of cloud network integration, reduce cost increase production efficiency, And accelerate the realization of digital and intelligent transformation, and construct more unwinding benign ecology.
"We don't do public cloud business, but we will work together with the precision clouds and industry partners." Xu Ziyang said.
5. Further acceleration of 5G development in the next five years
From the stage of communication industry development, 2019 is the first year of opening business, 2020 will be the opening of the large-scale wave. In this process, the underlying technology of the communication industry has actually changed. At the same time, Xu Ziyang thought about 5G will bring huge market opportunities. "In the next 2-5 years, 5G development may have accelerated trends. The business scene will gradually expand from the current consumption scenario to the industrial field."
"We need to make sure that the cloud-network-edge-end four, integration, with industry automation and unmanned advancement, the entire industry curve will be rising." Xu Ziyang pointed out that based on these judgments on the future, ZTE is Online development, precision cloud business, end-side business adjustments have been put in large investment.
Xu Ziyang emphasized that with the rise of industry models, ZTE currently has a lot of application cooperation in the vertical industry. "We must have further expansion in precision clouds and industry clouds. In the future, we need to consider our value traffic, and should be transferred to our customers." It is reported that between 2019-2020, ZTE has practiced in various industries.
Xu Ziyang pointed out that in the current practice process, the company believes that there are three roles in the entire industry: one is the bottom binder, connect all industries in each area; second is the promoter, let the industry production efficiency It is improved; the third is the catalyst, allowing the industry's ecology and business model.
6, do not change should change:
Entering the fifth generation communication technology era, the entire society has become a topic in the whole industry through accelerating digital, intelligent transformation, and "fast". This includes not only the process and management transformation of the company, but also a pre-layout of future technology and talents.
"Under the premise of changes in the large environment, we have to do it, such as the internal things, such as enterprise operation efficiency. We are using digital transformation, let product development, sales can be connected together." Xu Ziyang introduced.
Pre-research for new technical trends has been opened. Xu Ziyang introduced the road, ZTE has begun to carry out 6G research. If 5G is the Internet, 6G plus "wisdom", Zhilian, including land, ocean, and space, can be connected. "6G business model may only be come out after 2030, we will silently carry out various accumulations in this 10 years, we have a pre-research team, from 5G troops, starting to 6G prototype key technology Research."
Targeting is a "fresh blood" in need of constant supplementary talents. "There is a person who has everything." Xu Ziyang pointed out that in 2019, Zhongxing had 6,000 new recruits for college graduates, and recruiting ranking in colleges and universities in China. "In the past year, we still increase the recruitment efforts in the face of many uncertainties. This is based on our deterministic expectations for a long time in the future, we dare to invest in this regard."
It is reported that in the next 2020 and 2021, the company will continue to introduce "fresh blood" in time according to the R & D needs of key technologies.
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