At the 2018 World Mobile Communications Conference, 5G technology has become the focus. Not only Huawei released its own 5G commercial chip on the eve of the 2018 World Mobile Communications Conference, but also launched its own 5G commercial chip during the conference. In addition, Qualcomm released 5G simulation test results in San Francisco and Frankfurt. Intel announced that it will introduce 5G technology into Windows PC in 2019 and deploy 5G technology for the Tokyo Olympics two years later. Then, some media claimed that "China will become a 5G leader." However, in terms of the current industry pattern, this argument is still too early.
Huawei 5G commercial chip Baron 5G01 Huawei and Zhan Rui have released 5G chips on the eve of the 2018 World Mobile Communications Conference. Huawei released its own 5G commercial chip Balong 5G01. Yu Chengdong said that Huawei’s first 3GPP standard 5G commercial chip and terminal was released. It is a key breakthrough in the global 5G industry, which means that the 5G era has arrived. Huawei also said in the official press release that this is "the first commercially available 5G chip based on the 3GPP standard." According to media reports, Balong 5G01 supports two 5G networking modes, one is 5G non-independent networking, which needs to be in 5G network architecture on LTE, and the other is 5G independent networking, independent of LTE network. Balong 5G01 supports the mainstream 5G frequency band in the world, supports the latest 5G NR new air interface protocol (28GHz), also supports Sub-6Ghz (low frequency) and mmWave (high frequency) frequency band, and supports the way of 4G/5G dual connection networking. Backwards compatible with 2G/3G/4G networks, which theoretically achieve download rates of up to 2.3Gbps. For Huawei's Balong 5G01, Peter Carson, senior director of marketing at Qualcomm, said, "We have also seen that our partners have launched their 5G chipset, which is still relatively large and not suitable for mobile terminals. Our goal has always been The 5G chipset must meet the mobile terminal's requirements for size, performance and connection speed." Although Peter Carson believes that the Balong 5G01 is not suitable for use in smartphones, as long as the chip size is further reduced in subsequent improvements, future follow-up products are likely to be integrated into the Kirin series of mobile phone chips. Huawei also said: The first 5G smartphone will be available in the fourth quarter of 2019. In addition to Huawei, Ziguang Zhan Rui also recently released a 5G chip solution. Last month, Ziguang Zhanrui reached a 5G global strategic cooperation with the US chip giant Intel Corporation. The two Chinese and American chip companies will jointly develop a new 5G smartphone platform equipped with Intel XMM8060 for the Chinese market. In terms of products, Intel's XMM8060 and Huawei's Balong 5G01 have many similarities, such as support for the latest 5G NR new air interface protocol and Sub-6Ghz, which can be backward compatible with 2G/3G/4G networks. It should be noted that the cooperation between Zhan Rui and Intel does not mean that all the weights are pressed in this respect. The cooperation between Zhan Rui and Intel is to use Intel power to impact the high-end market. After all, Intel's brand and appeal are more powerful. In the low-end market, Zhan Rui will use its own solution. Overseas manufacturers are also arranging 5G chips to actively deploy 5G chips. Not only domestic Huawei and Zhan Rui, but also overseas manufacturers Qualcomm, Intel, MediaTek and Samsung have released their own 5G chips. In October 2017, Qualcomm released the 5G chip Xiaolong X50 in Hong Kong, China, and demonstrated the 5G data connection at the press conference. The test wave band is 28GHz covered by the 5G network, and the download speed has reached gigabit. At the same time, Qualcomm also demonstrated the reference design of 5G smartphones, and opened the 5G smartphone RF front-end design and antenna design to partners to attract more mobile phone manufacturers to join Qualcomm's camp. In November 2017, Qualcomm and ZTE Corporation completed the world's first end-to-end 5G new air interface system interoperability based on 3GPP standards.
Qualcomm's 5G new air interface simulation experiment demonstrated at the MWC booth due to the release of the Qualcomm Xiaolong X50 earlier, so at the 2018 World Mobile Communications Conference, Peter Carson, senior director of Qualcomm marketing, directly attacked the media communication on a 5G topic. Friends, said: "The recent industry attention to 5G is getting higher and higher, we are also concerned that some friends want to be able to 'rewrite history'... Some manufacturers will say that they have achieved a lot 'Industry first time' or 'first', but I believe that everyone listened to the announcement of the time points I just re-released to you, it will be very clear that Qualcomm has made very solid progress in the 5G field. In 2017 In November, Intel released the 5G chip XMM8060, which is the product that cooperated with Zhan Rui. At this year's PyeongChang Winter Olympics, Intel also showed a 5G and arranged 100 5G cameras. There are 200 tablets supporting 5G network on the track. With the Intel 5G mobile test platform, the video can be sent to the cloud data center through the 5G network in real time, and the Intel can be expanded. Processor to quickly make sharing pictures of athletes, spectators experience the nearby area, you can watch high-definition live video of athletes from any angle on the tablet.
Samsung unveiled its Exynos 5G solution during the 2018 US Consumer Electronics Show. It plans to supply Exynos 5G samples to its own wireless division in the second half of 2018 and mass-produce commercialized products in 2019. MediaTek completed the integration of the 5G standard terminal prototype and antenna in September 2017, and subsequently completed the 5G new air interface interoperability docking test with Huawei, and announced a 5G deployment experiment with NTT DoCoMo and China Mobile. According to MediaTek's plan, 5G chip development and verification will be realized by the end of 2018, and pre-commercialization will be achieved in 2019. Large-scale commercial use in 2020. The 5G era will be an opportunity for the industry to reshuffle. Although some media claim that China will become the leader of 5G, this view is a bit earlier. In terms of standard setting, no one of the communication companies in China, the United States and Europe can The other two parties have an overwhelming advantage, and it is impossible for any party to copy the strong position of Qualcomm in the 3G era. As far as 5G chips are concerned, domestic manufacturers are basically synchronized with foreign companies in terms of commercial time and technology. I don't see where China has clearly gained an overwhelming advantage. In addition, there are some hidden dangers in terms of equipment and terminal products, which are the advantages of Chinese companies. The first is over-reliance on cost-effectiveness. Huawei and ZTE are vying for the market in the form of price butchers, and even giving away equipment and zero quotations, so that the past high-profit industry of telecommunications has become the current sunset industry. . Domestic equipment does not have the technological advantages of “no one has me, no one has oneâ€. Secondly, telecommunications equipment is highly dependent on components of US companies, such as FPGAs, digital-to-analog converters, analog-to-digital converters, and optical communication chips. Basically, imports are dependent on ZTE, and after ZTE is sanctioned by the United States, it can only rely on the Chinese government to negotiate The "forgiveness" of the US government. In terms of terminals, in terms of the most representative smartphones, core components such as memory and CIS are basically controlled by foreign companies. Even for domestically designed SoCs, their CPUs and GPUs are completely dependent on ARM's technology license. Therefore, under the intervention of foreign governments, foreign government departments can fully purchase equipment and terminal products of European and American companies, and replace equipment and products of Chinese companies such as ZTE and Huawei. In fact, under the intervention of the US government in the name of maintaining information security, some countries that are politically superior to the United States are doing the same. For example, the Australian Ministry of Defence decided not to purchase any products of Huawei and ZTE in the name of protecting its information security. Interestingly, some netizens forcibly interpret the behavior of the Ministry of Defense as Australia's ban on Huawei ZTE. According to this logic, China's special departments only use Godson, Shenwei, and reject foreign chips, and can naturally conclude that China has blocked Intel and ARM. In addition, one of the characteristics of 5G is that everything is connected. It is estimated that the number of global connections will reach 100 billion by 2025, but so far, Huawei, ZTE, ASR and other companies have launched IoT solutions, in which the CPUs are ARM cores. .....
(Bankruptcy of Nortel, Canada) From 2G to 3G, then from 3G to 4G, equipment vendors and terminal chip manufacturers are becoming less and less, Motorola, Canada Nortel, Texas Instruments, Freescale, Marvel and other manufacturers gradually fade out of public view Lucent, Alcatel, Nokia and other manufacturers have chosen to merge. In the 5G era, both telecom equipment manufacturers and terminal chip manufacturers will welcome another reshuffle. As far as the current situation is concerned, China does not have an overwhelming advantage in standard setting. The core components of telecommunication equipment and many terminal equipment depend on imports, or the key technologies rely on foreign technology authorization, and many of these things must be seen by Americans. The status may last for a longer period of time. 5G is both an opportunity and a challenge for Chinese companies. It is hoped that companies such as Huawei, ZTE, Datang and Zhan Rui will be able to take a new step in the reshuffle of the 5G era. At the same time, on the equipment and terminal products, complete the leap from the purchase of foreign core devices and technology-licensed complete products to the use of independent core devices.
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