Qualcomm announced on the 24th that it will establish a 5G ecosystem venture capital fund with a total amount of 200 million US dollars (the same unit), and stressed that it is estimated that 5G can bring up to 13.2 trillion yuan of market opportunities in 2035, through investment, aimed at accelerating New ventures are developing 5G applications beyond smartphones to help drive 5G adoption.
The 5G era was led by smartphone applications and accelerated to the people's eyes under the stimulus of Sino-US trade wars. However, the Taiwan Industrial Technology Research Institute and the research institute Jibang Technology have recently pointed out that the smartphone market is mature, the Internet of Things and the Internet of Things. It is the application field with strong growth momentum in the future.
In the competition of 5G mobile phone chips, the most notable battle between Qualcomm and MediaTek is that when the market gradually turns to mobile phones, where should the 2 factories go?
What is behind the big action investment is to consolidate the status of the industry?
Yao Jiayang, a senior analyst at the Tuoba Industrial Research Institute, believes that Qualcomm will not only seek to seek for the future, but also slow down its competition on the mobile phone side, investing in other applications, and consolidating its leadership position in 5G.
The market recently believes that MediaTek has drawn closer to Qualcomm's technology, but Qualcomm's 5G chip is in the millimeter-wave band. The technology is ahead of other manufacturers for half a year to more than one year. With the acquisition of RF360, the future control of other 5G products will also be Improvement, leading the status of the factory has always been.
It is only Qualcomm that it is necessary to consolidate its own industry and market position. Yao Jiayang pointed out that the huge business opportunities behind 5G are predictable. In addition, considering that China and the United States will use 5G as one of the trade war weapons, it will invest heavily in various companies. Be the first to establish your own 5G ecosystem, and in the future there will be opportunities to block other 5G chip companies from expanding their markets.
Qualcomm wants to seize huge business opportunities, first facing cost issues
What is the 5G market that Qualcomm is currently calculating? Yao Jiayang believes that it is the Internet of Things and the Internet of Things. He pointed out that Qualcomm has continued to develop ultra-reliability and low-latency communication (URLLC) specifications in the Internet of Vehicles. At present, it continues to cooperate with international telecom equipment vendors such as Nokia, and its progress is actually ahead of its peers.
However, in the Internet of Things, Qualcomm looks at the narrow-band Internet of Things (NB-IoT), and there are more challenges here. He mentioned that NB-IoT is a very important part in the 5G layout. Globally, such as HiSilicon, Intel, MediaTek, and Ziguang Zhanru, they are also developing NB-IoT. In the future, price competition is definitely an important part of the market. Therefore, the biggest question facing Qualcomm is, can NB-IoT chips make money?
Yao Jiayang further analyzed that because Qualcomm's business model is bound by the royalties, one chip will sell for 50-60 dollars, but the Internet of Things products are demanding a large number, simple and light, and the price is close to the people; for example, manufacturers want to mass produce a smart watch. The price may have to be controlled at 300 US dollars. Qualcomm's chip cost is too high. This is the subject that Qualcomm should consider.
Fighting for many years, Qualcomm MediaTek's 5G strategy is getting farther and farther
At present, Qualcomm seems to have sensed the trend of future applications moving from mobile phones to other areas, and intends to vigorously lay out. Turning to look at MediaTek, which has been in the mobile communications for many years, it seems that it has chosen to sprint the 5G mobile phone system single chip (SoC). The layout of the Internet of Things and the Internet of Vehicles is less obvious.
MediaTek's current resources are not enough. Yao Jiayang said that the short-term MediaTek should not be able to compete with Qualcomm for this market outside the mobile phone. MediaTek and Qualcomm have a certain degree of difference in revenue scale. Therefore, in the face of 5G, which is a relatively expensive investment in silver bullets, MediaTek must first make products that can be immediately recycled, such as mobile phones.
As for the future of MediaTek to enter the 5G market outside the mobile phone, Yao Jiayang said that it is most likely to optimize the cost structure and provide food and competitive products to the middle and low-end market. This is MediaTek. In 5G Internet of Things, 5G car networking is the most likely way to move.