By 2020, 5G handsets will be a large number of the coming, Huawei and other de-Americanized into a trend

For most people, 5G is just a faster way to communicate, but in 2019, the commercial 5G technology is backing a fierce battle to determine the fate of the world’s great powers and powers in the future. As a member of Huawei Heath, Li Fang (pseudonym) didn’t expect to be followed by friends around her in this way, and over the past year her social accounts have been filled with messages from customers, classmates, teachers and even distant relatives.

By 2020, 5G handsets will be a large number of the coming, Huawei and other de-Americanized into a trend

Everyone cares about her and her Huawei. Ren Zhengfei, Huawei’s founder, said in an interview with German media earlier that the U.S. government sees 5G as a strategic weapon, like an atomic bomb. On the outside, HiSilicon was the first shield against the atomic bomb.

Not only Huawei, in 2019, Chinese enterprises in 5G mobile phones, 5G chips, 5G base stations and 5G networks have accelerated the pace of deployment, while demonstrating China’s strategy and will in the high-tech field, but also in the industrial chain race to achieve the first time in sync with international manufacturers.

In 2020, with the acceleration of 5G commercial landing, the competition of the industrial chain will undoubtedly enter the deep water area. At present, the world has more than 30 mobile operators, more than 40 terminal manufacturers in the different 5G terminal products, and the performance of Chinese manufacturers is undoubtedly worth looking forward to.

The world’s largest 5G network in China

5G is becoming the focus of competition in the technical field.

According to the latest data released by the China Xintong Institute, 32 countries and regions in the world have achieved 5G commercial applications, 60 networks have started commercial use, the most attention to the United States, South Korea, China and Europe. Among them, last April, the United States and South Korea to compete for the world’s 5G commercial debut once became a hot spot. The close integration of 5G and video services is driving the rapid growth of users. So far, South Korea has more than 4 million users. In contrast, U.S. commercial applications are millicap-based and have very limited coverage and user growth;

Chen Shengde, a partner in Ernst and Young’s Greater China consulting services, previously told First Financial That China, The United States, Japan and South Korea are in the first tier on the 5G track. In terms of 5G standard-setting, he points out, China and the U.S. are relatively ahead, “because China has a 3G, 4G base, we’ve spent a lot of money before, we’ve been involved in 5G standards very early, and the U.S. has a lot of accumulation.” “

In terms of the pace of 5G deployment in 2019, China is undoubtedly at the forefront.

On June 6, 2019, the Ministry of Industry and Information Technology issued 5G commercial licenses to China Mobile, China Telecom, China Unicom and China Radio and Television. On October 31, Chen Zhaoxiong, Vice Minister of Industry and Information Technology, and the three major operators officially opened the 5G commercial ceremony.

According to the plan, China Mobile, China Telecom and China Unicom will build 50,000, 40,000 and 40,000 5G base stations this year. On September 9 last year, China Unicom and China Telecom officially announced that they shared a 5G network. By the end of last year, the two sides had opened more than 27,000 shared base stations.

According to the latest data, in 2019, China’s 5G package signed more than 3 million users, the number of base stations also completed 130,000 development goals.

Wang Zhiqin, vice president of the Xintong Institute, said at a recent industry summit that overall, China’s four major operating enterprises are actively promoting the network construction of independent networks. “Currently, the number of terminals in the world more than 200, base station shipments of more than 1 million, the number of users will be more than 10 million, more than 7 million in 4G a year, this speed of development far exceeded everyone’s expectations.” “

Mobile phone manufacturers 10 billion research and development into the future

2019, for domestic mobile phone manufacturers, is destined to be an extraordinary year.

In this year, with the advent of 5G commercial tide, domestic mobile phone manufacturers into the world stage, the world’s first 5G mobile phone products released behind the Chinese manufacturers have a confident face, but also the first time on the same as the pride. In the year, although the overall market environment for smartphones remained depressed, some domestic handset manufacturers continued to achieve steady growth and even counter-trend growth.

As can be seen, research and development, investment, expansion, talent introduction has become the current mobile phone industry’s most popular vocabulary. OPPO CEO Chen Mingyong said that after three years of investment of 50 billion yuan in research and development, and then increased year by year, and plans to expand the research and development team to more than 10,000 people. Vivo Vice President Hu Boshan also made it clear that vivo’s research and development investment in 2019 is more than 10 billion yuan.

Huawei is filling the hole in “adversity” by investing in promoting the HMS ecosystem and encouraging applications that are not Google but involved in GMS CORE to be put on the shelves at HMS. It is reported that Harmony’s current research and development staff in 4000 to 5000 people. Xiaomi founder Lei Jun said that in the past three years, Xiaomi has invested 11.1 billion yuan in research and development costs, and will continue to invest more in the future.

More small and medium-sized brands are also moving forward, without Luo Yonghao’s hammer is still continuing the “dream” chase, born out of OPPO’s Realme potential to make a look in the mobile phone “blood sea”, ZTE is gradually out of the downturn, find their own rhythm, in the 5G market continue to catch up.

In 2019, although for domestic mobile phone manufacturers still have a tortuous road ahead, but the direction of the future has not changed.

As you can see, whether Huawei or other domestic mobile phone manufacturers, 2019 is destined to be an industrial awakening year, solid technology, heavy gold research and development, make up the short board become this year’s 5G can bend overtaking necessary conditions.

The good news is that more 5G handsets will be on the market in the first quarter of 2020, with a large portion of previously pent-up buying demand expected to be released, and china’s mobile phone market is expected to have a good chance of turning into a growth cycle.

The rise of domestic supply chain

In his latest New Year’s message, Xu Zhijun, Huawei’s rotating chairman, said 2020 will be a difficult year for Huawei, which will continue to be on the “physical list” without the rapid growth in the first half of 2019 and the market inertia of the second half of 2019, and the only thing that can be relied on is the trust and support of customers and partners.

In 2019, Huawei is also doing supply chain grooming in addition to starting its tire-preparation program. Within Huawei, “A-sepsis” has been repeatedly mentioned as huawei’s attempt to get out of the risk zone by adjusting its supply chain, with components from the United States being called “A”, while “de-A” means that Huawei wants to be no longer subject to the US.

It also led to a boom in Huawei’s concept stocks and domestic alternatives in 2019.

In July, for example, Huawei removed TheTrontron from its supply chain system, and that part of the order began moving to other foundrys.

On July 26, 2019, Foxconn ‘s (02038.HK) shares surged on the news that Foxconn had been transferred to expand its production line as huawei increased its order volume. Sources said that Foxconn Shenzhen Longhua, Mission Hills Park in the second quarter of the overall output value increased by 12%. Foxconn’s output value for the customer’s lens and module increased 94% year-on-year in the first half of the year, and its output of machines and parts for the customer increased by more than 15% in the May-June period. BYD Electronics will take on Huawei’s mobile contract business in Hunan. Industry and commerce data show that on June 11, 2019, Changsha BYD Electronics Co., Ltd. was incorporated, its main business is smart equipment manufacturing, intelligent consumer equipment manufacturing.

In the short term, supply chain control, including Huawei, is one of the strategic priorities for domestic handset makers in 2019, as they begin to increasingly import non-U.S. supply chains.

In the mobile phone RF front end, antenna, filter and other key components, the local supply chain also began to build strength. Take power amplifier as an example, although in the field of high-end mobile phone RF module, domestic manufacturers are lacking, but in the industrial chain mature 2G, 3G, 4G, Wi-Fi power amplifier products, domestic manufacturers have achieved the initial domestic replacement.

In the long run, with the market demand for 5G smartphones further enhanced, the deployment of 5G networks will be further strengthened, and in 2020, more domestic semiconductor manufacturers may face the opportunity of corner overtaking.

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