Shulou(Shulou.com)06/03 Report--

In September, we seem to be able to smell the smoke of 5G.

It can be said that from the application concept of 5G, to various topics around 5G, to the recent struggle between NSA and SA, 5G is unprecedented enough to satisfy the appetite of the majority of users.

In the face of sufficient user expectations, several major Internet phone manufacturers have also launched a variety of so-called 5G mobile phones, many of which have led to a lot of criticism and controversy. And in all this hustle and bustle, glory seems to be unusually silent. Apart from defining the strategic direction of betting on 5G in the future, it seems that glory has never begun to take real action.

Is it the glory who chose the idle clouds and wild cranes, or is he gazing patiently, waiting for the knife to be drawn?

The story of these days tells us that the latter is the correct answer.

Just after Huawei unveiled the world's first 5G baseband SoC mobile chip Kirin series at IFA on September 6, Glory invited the media to visit Huawei's 5G laboratory on September 9. Xiong Junmin, vice president of Glory products, revealed to the public why Glory had been "low-key", showing the technology and layout that Glory had accumulated in the 5G field, and high-profile announcement that Glory Vera30, equipped with Kirin 990 series chips, would support dual-mode 5G Netcom.

There is no doubt that the silence before Glory is waiting for this moment of drawing a knife.

So the question is: where is the 5G knife of glory going? Today, I would like to tell you a paragraph of Glory 5G's "three-knife shooting surprise".

Accurate time + accurate technology, cut off the confusion of the industry

There is no doubt that the so-called 5G mobile phone market has been very hot in the first half of 2019. Some manufacturers use the Qualcomm 5G base, which only supports NSA networking solutions, to promote preemptive products, while others release 5G mobile phones but are unable to produce them in mass production.

These schemes that fooled consumers' enthusiasm for changing machines were also perfunctory in the end. But these actions do confuse the 5G mobile phone market into a stupid book to some extent.

Glory patiently waits until now to do it, just waiting for the key node to arrive, pulling out the 5G knife at the most appropriate time, and making a 5G mobile phone with real application value and actual access capability.

This node is the arrival of Kirin 990 series chips.

In all respects, Kirin 990 series chips can be clearly defined as the only mature industry foothold in the first year of 5G commercial. Because by comparison, Samsung's 5G SoC is still in PPT, Qualcomm's x55 baseband will not be available until the end of this year to early next year, and the SoC is likely to be later. So 5G, which really integrates connections and constitutes chip-level solutions, is unique to Kirin.

In particular, Kirin 990 series chips took the lead in supporting NSA/SA dual architecture and TDD/FDD full band, fully responding to the hardware requirements for mobile phone chips in different networks and different networking modes, bringing the best 5G experience in the industry and achieving a truly unshrinking, six-band experience of dual-mode six-band Netcom.

The first glorious 5G knife is the decision to launch the Glory VERA 30 based on Kirin 990 series chips in the fourth quarter, really ushering in the 5G commercial era.

True and fake 5G may be too much, but the 5G baseband enhancement product of single-mode NSA is definitely a semi-disabled 5G mobile phone, so it is difficult to use SA network for a long time in the future. To some extent, similar products use "pre-emptive gimmicks" to cover up the fact that they deceive users.

In order to cut open the confusing account of this industry, the glorious choice is not to start, quietly waiting for the technology to mature, and then draw a knife at a critical moment.

Real scene + true landing, breaking the limitations of 5G user experience

It must be noted that Glory, the 5G knife, is not just waving dual-mode six-band 5G. Because for consumers, connecting 5G is a means, not an end. The real user experience comes from 5G-based experience upgrades and capability upgrades, otherwise 5G is just a device.

Under the introduction of Xiong Junmin, we can find that Glory's real preparation in the 5G field is not only to complete this in communications, but also based on the new features brought about by the 5G network, backed by Huawei's technology system, invested a lot of unique technology research and development, and really looked for the foothold of the 5G experience.

This is the second knife of 5G glory, cutting the shackles between 5G applications and user experience.

Before creating a cooler future 5G experience for young people, Glory has taken the lead in exploring 5G scenarios in AR, VR, 4K calls and other fields. This is today's terminal manufacturers generally have not cut into the sector.

For example, Glory has done a lot of experiments to access 5G in any network frequency band, any standard network, any bandwidth and any network scenario. Complicated experiments ensure 5G network experience; in the home scene, Glory has carried out a large number of tests on 4K calls and other new experiences in order to achieve a better 5G home experience; in e-sports, Glory explores professional e-sports competition scenes, excavates the details of game scenes covered by 5G network, collects game experience data and supervisor feelings of letter products, and constantly excavates needs and transforms them into product solutions.

Perhaps there is reason to believe that the next Vera30 is not only a series of models that support dual-mode 5G, but also a collection of explorations in the field of 5G applications and scenes.

Quickly and accurately promote the landing of cutting-edge technology, which is the first gorgeous dance of Rong Rui's technology strategy in the 5G era.

Do not make the transition plan, cut to the transition plan and gimmickism supporters

Finally, it may be necessary for us to think about this question:

Glory stressed that do not do the transition plan defective products, do not do gimmicks mobile phones, then is it inevitable that someone is doing gimmicks and transition plans? What will happen to them after the advent of the full 5G mobile phone era?

In fact, objectively speaking, this pot is not owned by most terminal manufacturers, but Qualcomm. At present, most of the so-called 5G mobile phones on the market can only carry Qualcomm's previous generation 5G baseband Snapdragon x50. This product has a lot of problems, not only supports NSA single-mode networking, but also has a lot of problems in power consumption, performance and integration. The x50 released in 2017, objectively speaking, the value of experimental products is far greater than commercial products.

In fact, chip manufacturers step on some mistakes, do not accurately understand the industry cycle is a high incidence situation. In the 3G era, there are still dozens of baseband manufacturers in the world, but there are only a few left today. it can be seen that the communication baseband is a high "pit rate" industry. Qualcomm's mistake directly pushed most of the domestic Internet phones to the embarrassing situation that only PPT phones and defective 5G phones can be produced this year. Until today, Qualcomm x55 has not been officially released, and SoC integration is unknown.

If we estimate the industry cycle, we will find that Huawei's Barone 5000 is already ahead of Qualcomm's competitor generation. When Kirin 990 series chips were released for commercial use, it had already formed a huge lead over the Qualcomm x50.

From the perspective of the mobile communications industry, it is difficult to make up for this cycle in a short time.

This year, Zhao Ming, president of Glory, said that this is a year when the wind knows the grass, and many manufacturers' underwear will be exposed. The hole dug by the Qualcomm x50 for the 5G era is undoubtedly a spectacular industrial storm. Now, the underwear of many Internet phone manufacturers are showing-they want to taste the 5G dividend as soon as possible, but they really want to pursue it.

The deeper contradiction behind this is that the terminal manufacturers absolutely rely on the supply chain, and the harm of not mastering the basic technology is constantly rising. If there are industrial loopholes in the key links of the supply chain, or if they are out of touch with other self-developed technology manufacturers, it is easy for people with self-developed technology deficiency to lie down in the pit instantly, or simply play confusing punches with users.

Then these practices were hit head-on by Glory's 5G knife.

In fact, many events in the past two years have shown that the Internet thinking of supply chain innovation is rapidly aphasia, and may even cause some manufacturers to lose a lot of market discourse in the early stage of 5G commercial use. Behind this danger signal is the self-reflection that the whole industry urgently needs.

The last knife of Glory 5G is worth thinking deeply and deeply in this industry.

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