5G commercial time is getting closer and closer, China Mobile, China's largest operator, has indicated that it will commercialize 5G next year. In the face of this huge market, MediaTek, the world's second largest mobile phone chip company, is certainly not far behind. It recently announced that it will launch 5G next year. Baseband, which has made great progress behind Qualcomm when it was commercialized at 4G, showing the progress made by MediaTek in technology research and development.
4G era lags behind Qualcomm
In 2011, when Qualcomm used large-scale commercial 4G in the United States, Qualcomm already provided commercial 4G chips. In 2014, the main suppliers of 4G chips in China Mobile's commercial 4G in the first half of the year were Qualcomm and Marvell respectively. In the second half of the year, MediaTek launched 4G chips. MediaTek missed the opportunity.
Afterwards, MediaTek relied on multi-core tactics to successfully regain the situation. Even in the second quarter of 2016, China Mobile's mobile phone chip market surpassed Qualcomm to win the market share first position. However, in October of the same year, China Mobile required mobile phone chip companies to support LTE Cat7 technology. MediaTek failed to follow up due to various factors, which led to the collapse of MediaTek's market share and continued to this day, which also led to its revenue decline for four consecutive quarters.
Until this year's launch of the helio P60 relied on AI and cost-effective advantages to regain the popularity of mainland China's mobile phone companies, temporarily stabilized, but in the high-end market it has given up, relying on the price/performance advantage in the mid-end market and Qualcomm competition, and Qualcomm Guaranteed profits in the high-end market and continued to compete in the low-end market, which brought tremendous pressure to MediaTek.
The lessons brought about in the 4G era have enabled MediaTek to understand the importance of technology research and development, as well as to follow the footsteps of operators in mainland China and launch technology products that meet their needs. Otherwise, if you lose market share, it will take a lot of time to win back. Time costs.
Keeping pace with Qualcomm in the 5G era is good for it to win the market
Among China's three major operators, China Mobile has a strong influence on the market. After all, it accounts for nearly 60% of the users in the Chinese market. At present, China Mobile's 4G technology is TD-LTE, while China Unicom and China Telecom mainly operate LTE-FDD. The technical disadvantage makes it under pressure, so it is the most active in promoting 5G commercial, and announced that it will be Commercial 5G next year.
Qualcomm announced the launch of 5G baseband as early as 2016. It is expected that China Mobile will launch commercial 5G chips when it launches commercial 5G next year. MediaTek announced that it will launch 5G baseband next year, but it is widely expected that it will launch 5G mobile phone chips by 2020. In fact, it still lags behind Qualcomm, but it is good for the industry to believe that China Mobile will provide time for MediaTek even if it is to be perfected for commercial 5G and its 5G network will be completed in 2020.
The recent Sino-US competition has made Chinese mobile phone companies deeply understand the huge risks brought by reliance on Qualcomm's chips. For this reason, they actively adopt diversified chip sources, which is also beneficial to MediaTek. After all, the current global market independent mobile phone chip companies are among them. Technically close to Qualcomm, only MediaTek is optional, and MediaTek basically keeps pace with Qualcomm in the development of 5G chips, which gives Chinese mobile phone companies enough time to select Qualcomm and MediaTek chips at the same time.
MediaTek also recognized the huge impact of AI technology on the smartphone market. The P60 chip introduced earlier this year is its first integrated AI-enabled chip, which is similar to Qualcomm's Snapdragon 660AIE chip, which shows that it is developed in AI technology. The progress made on it is expected to go further on the 5G chip, and the AI ​​function will be stronger and more perfect.
On the whole, MediaTek can keep up with Qualcomm in this 5G commercial, which is at the key node, and it has invested more resources to promote 5G chip research and development to ensure that it is not behind Qualcomm too much, avoiding repeating the 4G era. Overwrite.
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