5G Era: All-round Race between Apple and Huawei

 5G Era: All-round Race between Apple and Huawei

PK Friends, farewell to the five volts and one ampere, product drop/waterproof test video... The Apple conference in 2019 is getting more and more Android-like. The high apple, finally to roll up its sleeves, the next battle.

Once upon a time, Apples new product launch became the Spring Festival Evening of the technological world, with thousands of people in the empty lane; once, the new iPhone was the industry vane, which had been imitated; once, in the eyes of consumers, only Apple and Android were distinguished. And all these halos are fading away.

Whether it is the application of new hardware technology or software ecosystem, domestic mobile phone manufacturers are catching up with Apple on the road, even in some places to achieve a small surpass. Apple seems to have stepped out of the innovation altar, the market is no longer dominated by Apple alone, and consumerschoices are more and more diversified.

In particular, Huawei, the first domestic company, has always set Beyond Apple as its important milestone. Huawei is also secretly competing with Apple, gradually moving towards the apple model, and even has a tendency to fail. Especially in the 5G era, Huawei has not only self-developed 5GSoC, but also gradually launched its own ecosystem. At this time, Apple was absent from the carnival of the early 5G.

Yu Chengdong made a pledge in 2018 to surpass Apple and Samsung and become the worlds number one by 2020. There are still a dozen months to go before the end of 2020, and we look forward to the final battle between Huawei and Apple in the 5G era.

Fighting for 5G Chips: Huawei Runs

In 2018, when the worlds TOP5 mobile phone manufacturers were competing to announce the launch of their first 5G mobile phone, there was a 5G rush from Apple in the absence of 2019, and it was not even until 2021 that the 5G product with its own chip would be launched.

Samsung and domestic mobile phone manufacturers have launched 1-2 5G products in 2019. In particular, Huawei will be the first mobile phone manufacturer to carry 5GSoC on its annual flagship Mate30 series.

In fact, since the first generation of the iPhone in 2007, Apple has been developing chips independently. Since the A4 processor, Apple has spent a lot of money on the CPU. In the A6 processor era, Apple has basically started its own CPU design, but retained the core instruction set of ARM. In the A7 era, the chip became the industrys first 64-bit mobile processor with a performance comparable to desktop CPU; until the A12 processor, Apples self-developed chip could always lead in performance for about a year.

The first comparison between Apples launch in 2019 and its friends and businessmen (single-core results)

With proprietary chips and its own operating system, the performance and experience are brought to the extreme. The same application runs faster and smoother on the iPhone.

This time, the Apple iPhone 11 series is equipped with the Apple A13 bionic processor, which integrates 8.5 billion transistors. Apple calls A13 the fastest chip in smartphones.

Compared with Huawei, its newly released Kirin 9905G has integrated 10.3 billion crystals, challenging the design limits of the chip, which Huawei also claims brings top performance.

In the end, A13 and Kirin 9905G are stronger than weaker, so it is inevitable to run a common score.

Most of the domestic mobile phone manufacturers still use Qualcomm and Unifax chips, while Huawei has developed its own baseband chips since 2009 and launched 3G baseband chips in 2010. Huawei Kirin chip combines application processor based on ARM architecture and self-developed Baron baseband into one chip, and constructs the core competitiveness of Huawei mobile phone through Kirin chip.

In the 5G era, Huawei took the lead in developing non-external SOC by virtue of its own advantages in the field of communication. Instead, it encapsulated both AP (application processor) and BP (baseband processor), i.e. 5GSoC, in a single chip.

In the field of chips, Huawei can be said to have kept pace with Apple, even taking a slight lead in the 5G era.

Apple missed Qualcomms 5G baseband chip because of its two-year patent war with Qualcomm; although Intel had the option at that time, but because Intel had not completed the research and development of 5G mobile chip, Apples iPhone 11 missed 5G perfectly.

Subsequently, Apple invested heavily in Intels smartphone modem business, including 2200 employees in Intels 5G baseband division, to complement Apples 5G baseband shortboards. But analysts say that if Apple wants to use its own 5G modem, it will have to wait at least until 2022 or 2023.

Ecological Debate: Huawei Catches Up

In terms of ecology, Apple is the envy and emulation of Android manufacturers and the ultimate dream of all mobile phone manufacturers.

Apple hardware is so tucking up, but still solid powder, in addition to brand tonality, iOS, macOS, tvOS, iPadOS and watchOS interconnection, actually let you give up the formula: Apples ecological closed-loop, this is the apple Empire moat.

Apples APStore and Arcade game subscription services, which cover more than 150 countries, spanned four hardware platforms: Mac, iPhone, iPad and Apple TV, are the first to be mentioned at this years Apple conference. Apple Arcade is competing for a more leisure game market.

Apples earnings report shows that its software services account for an increasing proportion of revenue and have become a new engine of growth. Cook has said that businesses like Apples mall and iCloud are more profitable than hardware and can increase user stickiness. Once users join Apples ecosystem, they will be able to buy more Apples hardware and form a virtuous circle.

In addition, Huawei launched the Hongmeng Operating System at the developersconference in August this year.

Software ecology and hardware are bound, greatly increasing the development workload, how to make work more efficient, break the wall between devices, achieve ecological sharing, cross-terminal implementation, this is our OS requirements. Yu Chengdong said.

Although Huawei repeatedly emphasized that Hongmeng OS was a future-oriented operating system, the first smart screen gloriously had already installed Hongmeng OS, and Yu Chengdong recently said, Hongmeng OS is actually ready. The first mobile phone product with Hongmeng OS may be Huawei P40 released in March next year.

In addition to Huawei, millet also constructs its own ecology in the field of IoT: Mijia ecological chain, and puts forward AIoT strategy. Millet hopes to form an all-round layout of intelligent interconnection through independent research and development and ecological chain model. It is understood that the software and hardware services provided by millet AIoT are gradually covering all aspects of userslives, and 132 million devices have been connected to millet AIoT.

In January this year, OPPO set up its sub-brand Zhimei Spirit, which plans to accelerate AI+IoT technology research and development, and work with partners and developers to create IoT ecological products, content and services.

But ecological construction is not a one-day success. Regarding his own Hongmeng system, Ren Zhengfei said: ecological construction can not be completed in a short time, it is estimated that it will take two or three years to complete.

New Technologies Debate: Apples Steady Fight against Huaweis Only Quick Can Not Break

In the application of new technology, there is a big difference between Apple and Android. Apple has always been stable and innovative leadership, while Android mobile phone manufacturers are radical and crazy stack and show muscle in the competition.

In terms of 5G, for example, Apple may be a year behind Androids 5G phone. Of course, there are also some historical factors and product strategies. For example, because of legal disputes with Qualcomm, Intel, which Apple chose, failed to provide a competitive 5G modem, and it was too late for Apple to reconcile with Qualcomm.

In addition, Ville-Petteri Ukonaho, deputy director of emerging device technology research services at Strategy Analytics, said that Apple was not usually the first company to adopt new technologies, and that the 5G market was not mature enough for Apple to rush to achieve that goal. They will not launch their own devices until 5G networks become more sophisticated and consumers demand more. Ville-Petteri Ukonaho mentioned.

For Apples key U.S. market, although consumers are also interested in 5G, Ville-Petteri Ukonaho believes that Apple would rather wait until demand gets stronger next year to ignite next years sales. Apple is expected to bring other improvements to these new 5G models, such as screen fingerprint unlocking, in order to make consumers spend a lot of money on its 5G devices.

And according to Strategy Analytics, global shipments of 5G smartphones will reach 5 million in 2019, accounting for only less than 1% of global smartphone shipments. To put it back 10,000 steps, if all the 5 million units come from Apple, it will not make much sense to have only one series of apples a year, but also risk all kinds of doors.

In addition, 5G high power consumption is a new generation of flagship mobile phones must face the problem. As battery technology has not yet broken through, domestic mobile phone manufacturers have chosen the solution of large batteries + fast charging. The most direct impact of large batteries is that the fuselage is bigger and heavier, while fast charging is constantly improving the charging power, and its security challenges are increasing.

At present, some manufacturers have achieved 40-50W fast charging technology. vivo even demonstrated 120W fast charging technology on Shanghai MWC2019. In theory, it only takes 13 minutes to fill 4000 mAh batteries.

Apple has always adhered to its conservative style, the iPhone has been using relatively small capacity batteries, standard 5V/1A 5W water pipe charger, which has become one of the key points for fruit fans. Nevertheless, this time, the 11 series of the iPhone seldom comes with the 18W Fast Charge, completely saying goodbye to the five volts and one ampere hat.

In terms of photography, in the case that domestic mobile phone manufacturers have three photographs as the standard, and four photographs have appeared, Apples iPhone 11Pro and iPhone 11ProMax only support rear three photographs; in terms of pixels, domestic mobile phone manufacturers have adopted 64-megapixel cameras, while the iPhone is still the host of 12-megapixel cameras. Huawei has a deep partnership with Sony and Leica support, and has long dominated DoXMark, a professional photo evaluation agency.

In the form of mobile phones, Android mobile phones continue to show muscle, have launched special-shaped screens or folding screens. The design of Apples folding screen on the iPhone is still a long way off.

Apples attitude toward new technology, in the words of foreign media, Apple always starts by depreciating a product or technology, and then embraces it warmly a few years later.

For example, wireless charging technology, in 2012 Schiller is still Tucao: in most cases, it is actually more complex to build products that need sockets. In 2017, Schiller said that words cant describe how great it is. When you want to recharge, you just need to put it down, fill it up and pick it up. You dont have to bother to plug in and out data lines every time.

The Apple model is being replicated

In Apples 12-year history, only 21 products have been released, with a total sales of 1.5 billion units. Apple is good at making money strategy, on the one hand, it can polish products adequately, on the other hand, it has a greater voice on the supply chain.

In this regard, with the increase of market share of domestic mobile phone manufacturers and the urgent pursuit of technological innovation, cooperation with upstream industry chain is becoming closer and closer, and gradually grasp the voice. For example, vivo cooperates with the fingerprints on the screen, Huawei and Sony customize IMX600 series lenses, Huawei cooperates with Beijing Oriental Deep Flexible Screen, Millet cooperates with Samsung Deep 100 million pixel mobile image sensor and so on.

Mobile phone sales are related to the right to speak, and if sales are large, they will naturally have the right to speak. A manufacturer said.

According to IDC data, Q2 ranks as Samsung, Huawei, Apple, Millet and OPPO in global mobile phone sales in 2019, among which Huawei, Millet and OPPO account for 36.2% of the global total, and maintain a steady growth trend. The voice of domestic mobile phone manufacturers in the supply chain is gradually changing from the recipient to the dominant.

In the 5G era, the new qualifying tournament has officially opened, and everything has just begun.

Source: Liable Editor of Netease Science and Technology: Qiao Junjing_NBJ11279