Xiaomi President Lin Bin, OPPO CEO Chen Mingyong, Vivo CEO Shen Wei, and Lenovo CEO, Sands, and Yang Yuanqing, which can put the half-wall of the Chinese smartphone market, I am afraid there is only Qualcomm.
In the PC era, it has this ability to Intel, but it is a mainstream computer manufacturer at that time.
If the person who is careful will find that Qualcomm has encountered water inversely, in the second half of last year, the eve of the Summer Technology Conference in 2017, coincided with Bill 100 billion US dollars malicious acquisition. Yesterday, China Technical and Cooperative Summit gave a message from 120 million US dollars by the EU.
Throughout the European and American markets and the Chinese market, the same time Qualcomm seems to have experienced the song of ice and fire, showing a completely different situation. But in front of the crisis, Qualcomm does not seem to care, but it is a bit more frustrated, and the huge friend circle is one of the high pass.
Firmly seize the first echelon of China Mobile Market
For the acquisition of Bo Tong, including OV, Xiaomi, and even ZTE expressed his strength to Qualcomm. Vivo CEO Shen Wei said that now and Qualcomm have a good result, but if it is acquired, it will bring uncertainty, as an enterprise disgusting uncertainty.
OPPO CEO Chen Mingyong's view is that if there is a monopoly after being acquired, then the industry and consumers may not be a gospel. Xiaomi naturally does not have to say that the high-end product line has always been used to Qualcomm chips.
This means that three manufacturers in the top five in China last year have clearly expressing the indispensable partnerships with Qualcomm.
According to the data of GFK, 2017 China's smartphone sales, OPPO is 7.756 million, Vivo is 72.2.3 million, Xiaomi is 50.94 million, ranking second, third, and five.
Through a strong friends circle, Qualcomm stopped stabilizing the position in the mobile chip market. Not only in this, even in the Chinese mobile phone market population, Qualcomm has passed the data from data to prove the potential of the global mobile phone market.
For example, Qualcomm believes that 2020 can serve the market size of 150 billion US dollars, of which 32 billion US dollars, and 2020 global mobile phone penetration rates reached 58%, which is available.
A keyword is a sea. In the Chinese market, such as OV, Xiaomi has begun to develop to brand monopoly, the more we are more stronger, firmly grasp the market, but the saturation of the Chinese mobile phone market has been obvious, and it has become a natural choice.
"OPPO has already achieved leading position in the Chinese market. It is natural to open up the Southeast Asian market, but 2018 OPPO will enter Japan, the European market," OPPO CEO Chen Mingyong said. At the same time, Xiaomi President Lin Bin expects that the sales of Xiaomi overseas markets exceed the Chinese market to appear next year.
This is the scene of Qualcomm is willing to see, and the brand manufacturer of the mainstream market in the Chinese market is also very strong. The market research company CounterPoint data shows that in the Indian intelligent machine market, Xiaomi's fourth quarter is 25%, more than 23% of Samsung, Lenovo, OPPO, VIVO ranks, and the market share is around 6%.
Another company canalys report showed that Xiaomi, the fourth quarter of 2017, in the Indian market, with sales of 8.2 million, with 27% market share.
The Indian market clearly has become the next main battlefield in the Chinese mobile phone market. No matter which area of OV, Xiaomi sells mobile phones to which area is used, it will be Qualcomm chip.
The overseas growth of mobile phone manufacturers, naturally will drive Qualcomm's profit, Qualcomm wants to help these mobile phone manufacturers can lying on the sea, not to mention 2017 - 2021 global mobile phone shipments will reach 86 Billion.
A battlefield that cannot be lost: 5G
In the 4G era, Qualcomm firmly grasped the initiative of the smartphone, and now it tries to continue this advantage into the 5G era. If you say this in Boyong maliciously, OV, Xiaomi's support is the platform stand, then the 5G-level real gold and silver cooperation is sincere.
As a result, we saw that Qualcomm signed the Memorandum (Mou), and the four companies intended to purchase the Qualcomm Technologies procurement value in the three years. The total value of RF front-end components, purchase and supply of $ 2 billion. The obligations of these components will be implemented in accordance with subsequent final protocols.
As an important part of Qualcomm 5G strategy, Qualcomm President Christiano Amon said that the memorandum of understanding further shows the strengthening of Qualcomm to China's ecosystem, and continues to expand the RF front-end business strategy, while RF front-end solutions help OEM vendors create high energy efficiency terminals not only in a cost-effective manner.
At the same time, Qualcomm also announced a 5G pilot plan with a number of Chinese manufacturers. The list of this vendor includes OV, Lenovo, Xiaomi, ZTE, and Wentai Technology. According to Counterpoint Research, seven of the world's top ten 3G / 4G smartphone manufacturers in 2017 are Chinese manufacturers, and Chinese mobile phone manufacturers are playing more and more important roles in commercial use.
So, how big is 5G business prospects?
International market research institutions IHS data show that the total market value of global and 5G related products and services is expected to reach 12 trillion US dollars in 2035, and 5G will create 22 million related jobs and do $ 35 trillion. Output.
This is the chance of Chinese mobile phone manufacturers, and the reason why Qualcomm wants to take the 5G track.
As early as November 2017, Qualcomm was announced in Joint ZTE and China Mobile, successfully realized the world's first 3GPP R15-ended 5G new vacation system interoperability.
Today, Qualcomm said that the earlier in 2019 introduced commercial terminals that meet 5G new vacation (NR) standards, and 5G mobile phones will also show synchronously. According to a 5G consumer market survey, 60% of Chinese respondents said that there is a willingness to purchase after 5G smartphones, it can be said that the gap in 5G market demand has been opened.
Mobile manufacturers also gave support, OPPO CEO Chen Mingyong said, 3 years ago, the research and development of 5G, with Qualcomm is also very close, not necessarily the first, will be the first one or two mobile phones Manufacturer.
More interesting is that 5G brought more than just a chance of smartphone terminals, but involves a change in multiple industries such as AI, Internet of Things, Ternet, and Big Data. This may be a true ambition of Qualcomm Layout 5G: firmly grabbing the mobile phone market while extends to other industries.
Original address: https://www.eeboard.com/news/5g-48/
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