In the 5G mobile phone market, the war between Qualcomm and Apple against Huawei was imminent.
Editor’s note: This article comes from WeChat public account “ CV intelligence ” (ID: CVAI2019), author Zhang Xue, Yu Yangyang, Han Jingxian, editor Zhang Lijuan.
On December 5th, Qualcomm President Cristiano Amon revealed that their cooperation with Apple has gradually resumed. At present, the primary goal of both parties is to launch the 5G iPhone as soon as possible.
As we all know, due to 5G modem and other reasons, Apple has not launched the 5G iPhone this year, which has further caused Apple to lag behind Samsung and Huawei competitors in 5G.
In addition, Qualcomm also pointed out that only 5G basebands that support the Sub-6GHz and millimeter wave dual bands are true 5G. This view is considered to be ironic that Huawei Yu Chengdong has repeatedly stated that “SA / NSA dual networking mode 5G is true 5G “.
Whether it is the current cooperation between Apple and Qualcomm, or Qualcomm’s view on “true 5G”, to a certain extent, in the 5G mobile phone market, the war between Qualcomm and Apple against Huawei is imminent.
Qualcomm and Apple: From reconciliation to cooperation
Beginning in 2017, Apple and Qualcomm have begun continually chaotic patent lawsuits.
But the lawsuit dispute, which lasted more than two years, was suddenly announced to end in April this year. The two sides shake hands and reached a six-year technology license agreement, including an option for a two-year extension, and a Multi-year chip supply agreement.
People in the industry generally speculate that because Apple and Qualcomm have been in a patent dispute, Apple chose to move the order to Intel, but Intel’s 5G progress is slow, and Apple can’t wait.
It’s not hard to see Apple’s anxiety from the declining sales.
Gartner’s global smartphone market report for the third quarter of 2019 shows that Apple’s mobile phone sales continued to decline to 40.8 million units in the third quarter of 2019, a 10.7% decrease year-on-year, and its market share was only 10.5%, lower than the same period last year. 11.8%, and the gap with Huawei is widening.
In the face of the sluggish market environment, coupled with the consensus of all mobile phone manufacturers that 5G will bring the next round of growth opportunities, Apple naturally “cannot let go” Qualcomm.
Previously, regarding Apple ’s failure to launch a 5G mobile phone, Apple CEO Cook said that 5G is still a bit ahead of time, and neither the infrastructure nor the chip is mature enough to support the launch of a high-quality product.
In April this year, there were media reports that Apple had intended to purchase Exynos Modem 5100 5G baseband chips from Samsung Electronics, but Samsung rejected Apple’s purchase demand due to insufficient capacity.
In contrast, Qualcomm, with its Snapdragon 855 and X50, X55 modems, has already cooperated with Xiaomi, OPPO, ZTE, Samsung, LG, OnePlus, vivo and other mobile phone manufacturers.
At the Qualcomm Snapdragon Annual Technology Summit, Qualcomm once again announced the 2020 new flagship chip Snapdragon 865, and said it would be used in high-end Android phones such as Samsung ’s Galaxy or Google ’s Pixel.
At the same time, Qualcomm also said that the Snapdragon 865 will only be installed in new 5G devices and will be bundled with a separate 5G modem X55.
In this way, the cooperation with Qualcomm will undoubtedly accelerate the speed of Apple’s launch of 5G mobile phones, and Apple will soon join the enthusiastic 5G competition of first-tier mobile phone manufacturers.
JPMorgan Chase analysts predict that all four devices listed next fall will be equipped with better OLED screens and support 5G networks. Last week, a similar forecast was released in a research report released by Strategy Analytics, “Apple will enter the 5G field in the third quarter.”
Other Apple suppliers are also preparing for the transition. According to the Japanese news website Nikkei, Apple supplier Murata Manufacturing has recently developed an “ultra-small” version of key electronic components, which will allow Apple to make some valuable space for its 5G version of the iPhone.
In addition, according to Taiwan Economic Daily quoted by PhoneArena, Taiwan ’s supply plant will also further expand production, also for the launch of Apple ’s 5G version of the iPhone next year.
Cristiano Amon said at the meeting: “We may sign a contract later than the parties hope, but we have been working together to achieve the task as quickly as possible and make the most of what they have done before Work so that we can really launch 5G phones on time. “
In addition, foreign media have previously revealed that Apple is also independently developing 5G Modem chips and will be officially used in iPhone and iPad in 2022. But the acquisition of Intel’s baseband business has shortened development time a lot.
According to the industry chain on November 25,The new news is that Apple is accelerating the self-developed 5G baseband project. If all goes well, they are expected to launch the iPhone equipped with self-developed 5G baseband as soon as 2021.
The news also mentioned that the baseband will not be supplied on a large scale in the early stage. In addition to the difficulty in mass production, they also want to test the integrity of the baseband through the market to facilitate design adjustments and improvements in the later stage.
In this way, with cooperation to ensure undefeated short-term wars and self-developed long-term combat energy, Apple has chosen a more cost-effective strategy.
Lei Jun once said, “In the coming year, 5G will bring tremendous changes to the fields of communications, mobile Internet and AIoT.” The cooperation between Apple and Qualcomm will undoubtedly throw more variables into the 5G mobile phone market.
At home and abroad, war intensifies
2020 is the year when 5G is officially launched for commercial use. The prelude to the 5G mobile war among domestic mobile phone manufacturers has begun.
At this year’s MWC2019 conference, mobile phone manufacturers such as Huawei, Xiaomi, OPPO, and ZTE all showed 5G mobile phones. Earlier, China Unicom announced the first batch of 6 mobile phone terminals, 5 industry terminals and 4 module products with 5G functions, including Huawei, OPPO, vivo and other brands.
At the 4th Qualcomm Snapdragon Technology Summit just held on December 3, Qualcomm announced the 5G chip Snapdragon 865. A group of Chinese mobile phone manufacturers announced that they will soon release 5G mobile phones equipped with the Snapdragon 865 chip. .
Xiaomi and OPPO officials said that they will plan to use Qualcomm’s latest Snapdragon 865 chip in their 5G flagship mobile phones launched in the first quarter of 2020.
In addition, Chinese OEMs, ODM manufacturers and brands including Coolpad, Lenovo, Meizu, TCL, vivo, Wingtech, ZTE, etc. are planning to adopt Qualcomm’s latest Snapdragon 5G mobile in 5G mobile terminals released in 2020 and future platform.
The arrival of 5G is expected to reverse the sluggish growth of mobile phone sales, and no one wants to miss this great market opportunity.
“The 5G mobile phone market must win!” Lei Jun, founder of Xiaomi Group, said that by 2020, Xiaomi has at least 10 5G mobile phones. Before that, Xiaomi has released 2 5G mobile phones in China, which are Xiaomi 9 Pro and Xiaomi. MIX Alpha is expensive.
On November 26, Huawei Honor released the V30 series of 5G mobile phones starting at 3299 yuan, introducing 5G competition from high-end flagships to the mid-range model. It is expected that there will be a large number of 5G mobile phones priced at around 3,000 yuan in 2020, and the low price is the main force to promote 5G large-scale commercial use.
In April this year, OPPO took the lead in launching the OPPOReno 5G version in Switzerland, becoming the first company to market 5G commercial mobile phones in Europe, and the first Chinese brand to launch 5G mobile phones in overseas markets. Immediately after, OPPO launched 5G mobile phones in the UK, Italy, Australia and other overseas markets, and cooperated with operators including EE in the UK, TIM in Italy, Swisscom in Switzerland, and Telstra in Australia.
Data show that OPPO 5G mobile phone sales accounted for 12% of Swisscom ’s Swisscom channel; British EE accounted for 20%, and Australian Telstra in July accounted for 69%. OPPO can be said to be the first to explore the overseas 5G market.
At the 4th Qualcomm Snapdragon Technology Summit on December 3, OPPO announced that it will launch the first batch of flagship 5G phones based on the Qualcomm Snapdragon TM865 mobile platform in the first quarter of 2020. In addition, the new Reno3 Pro, which will be officially released in December, will be the first to carry Qualcomm’s new generation Snapdragon 765G integrated 5G mobile platform, which will be OPPO’s first dual-mode 5G mobile phone.
At the beginning of this year, vivo and OPPO almost launched the “APEX 2019 Concept Machine” with full 5G functions, which has already led the industry in 5G R & D speed. In the second half of 2019, vivo is the first to release two 5G mobile phones to the market, so that ordinary consumers can enjoy the 5G network in advance.
In August, vivo ’s sub-brand iQOO released the iQOOPro 5G version in Beijing, and won the title of “5G Real Incense Machine” at the price of 3798 and mainstream configuration. Netizens have enjoyed it. Much higher. As a result, many netizens can’t help but sigh, the same 5G mobile phone, the domestic price is more than moving abroad.
Recently, OnePlus also plans to enter Sprint with its first 5G mobile phone, and OnePlus 7 Pro 5G version is the protagonist of this time.
The biggest difference between the OnePlus 7 Pro 5G and the original OnePlus 7 Pro is that it will support Sprint’s mid-band 2.5GHz 5G network. The price of 840 US dollars is currently the cheapest 5G mobile phone launched by major carriers. Sprint’s LG V50 5G costs $ 1,000, Samsung’s Galaxy S10 5G costs 1300 dollars.
At present, the 5G mobile phone market in the overseas market is dominated by Samsung, LG, OnePlus, and Motorola. However, with the domestic mobile phone manufacturers overseas, Apple has accelerated the pace of launching 5G mobile phones, and this situation is being broken. Overseas, a real battle for the 5G mobile phone market is about to begin.
Thanks to Xiaomi Mix 3 5G and Xiaomi 9 Pro, Xiaomi is a leader in affordable 5G mobile phones. The latter is priced at $ 520 in China, less than half the $ 1,299 Galaxy S10 5G. At present, Xiaomi Mix 3 is already available in the UK.
Xiaomi and OPPO took the lead in capturing overseas markets in Europe, Britain and other places. The new Reno 5G mobile phone launched by Oppo can also be used in the UK.
Apple’s entry at this time will bring more impact and uncertainty to the global market competition. At Qualcomm’s Snapdragon Technology Summit on December 5, Qualcomm’s president said: Apple and Qualcomm are working hard to launch a 5G iPhone at an extremely fast speed.
Although Apple has not launched the 5G iPhone, due to various reasons such as Apple brand influence and high user loyalty, most analysts predict that Apple will lead the 5G smartphone market in 2020.
According to Strategy Analytics data, Samsung ’s global market share is currently about 40%, and Huawei ’s market share is 30%. Apple hasn’t launched a 5G phone yet, but this will change when the next batch of 5G iPhones is released.
StrategyAnalytics analyst Ken Hyers believes that Apple has not yet launched 5G mobile phones. Once launched, it is likely to exceed current 5G market leaders Samsung and Huawei and will lead the 5G smartphone market in 2020.
After September 2020, Apple only needs to keep the upgrade speed of newly launched iPhones consistent with the current speed, and it will be able to occupy a leading position in the 5G market next year.
Although Apple is expected to achieve good results in the 5G smartphone market in 2020, Strategy Analytics finally believes that due to Samsung’s “dominance in the entire smartphone market” and more affordable prices, Samsung will be a long-term 5G market leader.
At the same time, HuaIn order to be limited by external factors, it is still expected to become the leader of China’s 5G smartphone suppliers, occupying more market share in China than Apple.
Apple may continue to occupy the advantages of the high-end market, but it will not quickly squeeze the market size of Samsung and Huawei in the short term.
Apple and Huawei PK, 5G market will be very promising next year
At present, Huawei has become the second largest smartphone manufacturer in the world. In August this year, it released its first Huawei Mate20X that supports 5G technology, taking the lead to sound the horn of competition in the 5G market.
According to related news, in the next stage, Huawei will fully develop the 5G market business, increase the total shipments of smartphones to 300 million, and sprint in cooperation with partners such as Daliguang and TSMC.
There is even supply chain news that Hon Hai has already won all Huawei’s OEM orders for 5G mobile phones next year, and the total order is estimated to exceed 50 million. The market launched a full attack.
At the same time, Apple will also launch a 5G iPhone series, which will contribute to the 5G market. It is understood that the focus of Apple’s iPhone upgrade in 2020 will be on signal issues, and its long-controversial signal shortcomings are expected to make a qualitative breakthrough.
In addition, the president of Qualcomm also mentioned: “Since Qualcomm participated in the work later than expected by both parties, we are already working hard to complete the work. This work has a very high priority and I believe it will 5G mobile products are launched as planned, and I hope this is a great device. “
JPMorgan also predicts that Apple’s sales will be higher next year, reaching 203 million units and 205 million units in 2021, indicating that the market is very confident about 5G iPhones.
It is worth mentioning that in the case of domestic manufacturers rushing to launch 5G mobile phones this year, Apple’s new iPhone series has not been cold in the market, but has been occupying the top position in the sales list.
I have to say that the domestic manufacturers’ starting advantage in this year’s competition with Apple is not as great as expected.
With the further popularization of 5G networks and the further maturity of the related industry chain, the industry also believes that the next wave of 5G mobile phones will usher in. Apple chooses to launch 5G mobile phones at this time and join the market competition, which will no doubt give domestic mobile phones Manufacturers bring a certain impact.
Among them, the biggest concern is the sales dispute between Huawei and Apple.
Previously, some professionals predicted that Apple and Huawei will monopolize the two major 5G mobile phone markets in the United States and China next year.
Recently, IDC released a research report on the domestic 5G mobile phone market in the third quarter of 2019. The report shows that in the past third quarter, the top six domestic 5G mobile phone sales were: vivo, Samsung, Huawei, Xiaomi, ZTE and China Mobile, of which vivo’s overall market share was as high as 54.3%.
At present, Huawei’s current market share in China’s 5G mobile phones is not high, mainly because China’s 5G mobile phone market has entered the price war stage first.
Of course, this situation is also not optimistic for Apple, after all, Apple mobile phone pricing has always been high.
So, in the next year’s 5G mobile phone market competition, who is better at Huawei and Apple?
Conclusion
For the time being, no matter how much 5G mobile phones Apple will release next year can stir up domestic splashes, at least, to a certain extent, it has become a life-saving straw for the 5G mobile phone market in the United States and other Western countries.
After 2021, the global 5G market will usher in a major reshuffle, and mobile phone manufacturers are making great efforts, and Apple is naturally not far behind.
Although the listing time of 5G iPhone is one year later than other mobile phone brands, many analysts and related institutions are optimistic that 5G iPhone will come later and become the dominant player in 5G market.
2020 is the year when 5G is officially launched for commercial use. The prelude to the 5G mobile war among domestic mobile phone manufacturers has begun.
At this year’s MWC2019 conference, mobile phone manufacturers such as Huawei, Xiaomi, OPPO, and ZTE all showed 5G mobile phones. Earlier, China Unicom announced the first batch of 6 mobile phone terminals, 5 industry terminals and 4 module products with 5G functions, including Huawei, OPPO, vivo and other brands.
At the 4th Qualcomm Snapdragon Technology Summit just held on December 3, Qualcomm announced the 5G chip Snapdragon 865. A group of Chinese mobile phone manufacturers announced that they will soon release 5G mobile phones equipped with the Snapdragon 865 chip. .
Xiaomi and OPPO officials said that they will plan to use Qualcomm’s latest Snapdragon 865 chip in their 5G flagship mobile phones launched in the first quarter of 2020.
In addition, Chinese OEMs, ODM manufacturers and brands including Coolpad, Lenovo, Meizu, TCL, vivo, Wingtech, ZTE, etc. are planning to adopt Qualcomm’s latest Snapdragon 5G mobile in 5G mobile terminals released in 2020 and future platform.
The arrival of 5G is expected to reverse the sluggish growth of mobile phone sales, and no one wants to miss this great market opportunity.
“The 5G mobile phone market must win!” Lei Jun, founder of Xiaomi Group, said that by 2020, Xiaomi has at least 10 5G mobile phones. Before that, Xiaomi has released 2 5G mobile phones in China, which are Xiaomi 9 Pro and Xiaomi. MIX Alpha is expensive.
On November 26, Huawei Honor released the V30 series of 5G mobile phones starting at 3299 yuan, introducing 5G competition from high-end flagships to the mid-range model. It is expected that there will be a large number of 5G mobile phones priced at around 3,000 yuan in 2020, and the low price is the main force to promote 5G large-scale commercial use.
In April this year, OPPO took the lead in launching the OPPOReno 5G version in Switzerland, becoming the first company to market 5G commercial mobile phones in Europe, and the first Chinese brand to launch 5G mobile phones in overseas markets. Immediately after, OPPO launched 5G mobile phones in the UK, Italy, Australia and other overseas markets, and cooperated with operators including EE in the UK, TIM in Italy, Swisscom in Switzerland, and Telstra in Australia.
Data show that OPPO 5G mobile phone sales accounted for 12% of Swisscom ’s Swisscom channel; British EE accounted for 20%, and Australian Telstra in July accounted for 69%. OPPO can be said to be the first to explore the overseas 5G market.
At the 4th Qualcomm Snapdragon Technology Summit on December 3, OPPO announced that it will launch the first batch of flagship 5G phones based on the Qualcomm Snapdragon TM865 mobile platform in the first quarter of 2020. In addition, the new Reno3 Pro, which will be officially released in December, will be the first to carry Qualcomm’s new generation Snapdragon 765G integrated 5G mobile platform, which will be OPPO’s first dual-mode 5G mobile phone.
At the beginning of this year, vivo and OPPO almost launched the “APEX 2019 Concept Machine” with full 5G functions, which has already led the industry in 5G R & D speed. In the second half of 2019, vivo is the first to release two 5G mobile phones to the market, so that ordinary consumers can enjoy the 5G network in advance.
In August, vivo ’s sub-brand iQOO released the iQOOPro 5G version in Beijing, and won the title of “5G Real Incense Machine” at the price of 3798 and mainstream configuration. Netizens have enjoyed it. Much higher. As a result, many netizens can’t help but sigh, the same 5G mobile phone, the domestic price is more than moving abroad.
Recently, OnePlus also plans to enter Sprint with its first 5G mobile phone, and OnePlus 7 Pro 5G version is the protagonist of this time.
The biggest difference between the OnePlus 7 Pro 5G and the original OnePlus 7 Pro is that it will support Sprint’s mid-band 2.5GHz 5G network. The price of 840 US dollars is currently the cheapest 5G mobile phone launched by major carriers. Sprint’s LG V50 5G costs $ 1,000, Samsung’s Galaxy S10 5G costs 1300 dollars.
At present, the 5G mobile phone market in the overseas market is dominated by Samsung, LG, OnePlus, and Motorola. However, with the domestic mobile phone manufacturers overseas, Apple has accelerated the pace of launching 5G mobile phones, and this situation is being broken. Overseas, a real battle for the 5G mobile phone market is about to begin.
Thanks to Xiaomi Mix 3 5G and Xiaomi 9 Pro, Xiaomi is a leader in affordable 5G mobile phones. The latter is priced at $ 520 in China, less than half the $ 1,299 Galaxy S10 5G. At present, Xiaomi Mix 3 is already available in the UK.
Xiaomi and OPPO took the lead in capturing overseas markets in Europe, Britain and other places. The new Reno 5G mobile phone launched by Oppo can also be used in the UK.
Apple’s entry at this time will bring more impact and uncertainty to the global market competition. At Qualcomm’s Snapdragon Technology Summit on December 5, Qualcomm’s president said: Apple and Qualcomm are working hard to launch a 5G iPhone at an extremely fast speed.
Although Apple has not launched the 5G iPhone, due to various reasons such as Apple brand influence and high user loyalty, most analysts predict that Apple will lead the 5G smartphone market in 2020.
According to Strategy Analytics data, Samsung ’s global market share is currently about 40%, and Huawei ’s market share is 30%. Apple hasn’t launched a 5G phone yet, but this will change when the next batch of 5G iPhones is released.
StrategyAnalytics analyst Ken Hyers believes that Apple has not yet launched 5G mobile phones. Once launched, it is likely to exceed current 5G market leaders Samsung and Huawei and will lead the 5G smartphone market in 2020.
After September 2020, Apple only needs to keep the upgrade speed of newly launched iPhones consistent with the current speed, and it will be able to occupy a leading position in the 5G market next year.
Although Apple is expected to achieve good results in the 5G smartphone market in 2020, Strategy Analytics finally believes that due to Samsung’s “dominance in the entire smartphone market” and more affordable prices, Samsung will be a long-term 5G market leader.
At the same time, HuaIn order to be limited by external factors, it is still expected to become the leader of China’s 5G smartphone suppliers, occupying more market share in China than Apple.
Apple may continue to occupy the advantages of the high-end market, but it will not quickly squeeze the market size of Samsung and Huawei in the short term.
Apple and Huawei PK, 5G market will be very promising next year
At present, Huawei has become the second largest smartphone manufacturer in the world. In August this year, it released its first Huawei Mate20X that supports 5G technology, taking the lead to sound the horn of competition in the 5G market.
According to related news, in the next stage, Huawei will fully develop the 5G market business, increase the total shipments of smartphones to 300 million, and sprint in cooperation with partners such as Daliguang and TSMC.
There is even supply chain news that Hon Hai has already won all Huawei’s OEM orders for 5G mobile phones next year, and the total order is estimated to exceed 50 million. The market launched a full attack.
At the same time, Apple will also launch a 5G iPhone series, which will contribute to the 5G market. It is understood that the focus of Apple’s iPhone upgrade in 2020 will be on signal issues, and its long-controversial signal shortcomings are expected to make a qualitative breakthrough.
In addition, the president of Qualcomm also mentioned: “Since Qualcomm participated in the work later than expected by both parties, we are already working hard to complete the work. This work has a very high priority and I believe it will 5G mobile products are launched as planned, and I hope this is a great device. “
JPMorgan also predicts that Apple’s sales will be higher next year, reaching 203 million units and 205 million units in 2021, indicating that the market is very confident about 5G iPhones.
It is worth mentioning that in the case of domestic manufacturers rushing to launch 5G mobile phones this year, Apple’s new iPhone series has not been cold in the market, but has been occupying the top position in the sales list.
I have to say that the domestic manufacturers’ starting advantage in this year’s competition with Apple is not as great as expected.
With the further popularization of 5G networks and the further maturity of the related industry chain, the industry also believes that the next wave of 5G mobile phones will usher in. Apple chooses to launch 5G mobile phones at this time and join the market competition, which will no doubt give domestic mobile phones Manufacturers bring a certain impact.
Among them, the biggest concern is the sales dispute between Huawei and Apple.
Previously, some professionals predicted that Apple and Huawei will monopolize the two major 5G mobile phone markets in the United States and China next year.
Recently, IDC released a research report on the domestic 5G mobile phone market in the third quarter of 2019. The report shows that in the past third quarter, the top six domestic 5G mobile phone sales were: vivo, Samsung, Huawei, Xiaomi, ZTE and China Mobile, of which vivo’s overall market share was as high as 54.3%.
At present, Huawei’s current market share in China’s 5G mobile phones is not high, mainly because China’s 5G mobile phone market has entered the price war stage first.
Of course, this situation is also not optimistic for Apple, after all, Apple mobile phone pricing has always been high.
So, in the next year’s 5G mobile phone market competition, who is better at Huawei and Apple?
Conclusion
For the time being, no matter how much 5G mobile phones Apple will release next year can stir up domestic splashes, at least, to a certain extent, it has become a life-saving straw for the 5G mobile phone market in the United States and other Western countries.
After 2021, the global 5G market will usher in a major reshuffle, and mobile phone manufacturers are making great efforts, and Apple is naturally not far behind.
Although the listing time of 5G iPhone is one year later than other mobile phone brands, many analysts and related institutions are optimistic that 5G iPhone will come later and become the dominant player in 5G market.
For the time being, no matter how much 5G mobile phones Apple will release next year can stir up domestic splashes, at least, to a certain extent, it has become a life-saving straw for the 5G mobile phone market in the United States and other Western countries.
After 2021, the global 5G market will usher in a major reshuffle, and mobile phone manufacturers are making great efforts, and Apple is naturally not far behind.
Although the listing time of 5G iPhone is one year later than other mobile phone brands, many analysts and related institutions are optimistic that 5G iPhone will come later and become the dominant player in 5G market.