The market is full of expectations for 5G mobile phones, and related listed companies are beginning to lay out

For nearly 1 billion 4G users, the first thing to enter the 5G era is to switch to a new mobile phone.

Zhang Feng, chief engineer of the Ministry of Industry and Information Technology, said at a press conference held by the State Council Information Office on January 30 that 2018 is a crucial year for the determination of 5G standards and the development of commercial products. The Ministry of Industry and Information Technology will promote the 5G system equipment to reach the pre-commercial level, laying a good foundation for the subsequent 5G scale test and mobile phone network access testing. With the rapid breakthrough of technology, a number of mobile phone manufacturers have already defined the release schedule of their first 5G mobile phones. Many listed companies are also accelerating their layout.

5G smartphones will grow rapidly

In order to truly realize 5G commercialization, it is necessary to have mature and available 5G terminals, especially 5G smart phones.

According to a recent 5G consumer survey conducted by Qualcomm and Nokia Communications, 98% of respondents in China believe they have a need for faster cellular connectivity; 60% of respondents said they want to be an early 5G Users are willing to pay more; 60% of respondents want their next mobile phone to be a 5G smartphone.

According to data released jointly by China Information and Communication Research Institute and GSMA, it is estimated that the number of 5G smart phones in China will increase exponentially: 4 million in 2020, 44 million in 2021, 117 million in 2022, and 227 million in 2023. 354 million in 2024 and 428 million in 2025.

According to data released by market research firm Strategy AnalyTIcs on November 29, 2017, by the end of 2025, there were 3,044 million 5G commercial mobile phones in use worldwide.

Wang Zhiqin, deputy dean of China Information and Communication Research Institute, said that mobile phones are the first echelon product of 5G commercialization and also the main product of commercial use. Similar to smart cars, the Internet of Things and other second-tier business, will not be realized after 2020.

These listed companies will lead

The market is full of expectations for 5G mobile phones, and related listed companies have begun to lay out.

On January 25, Qualcomm and Lenovo, OPPO, vivo, Xiaomi, ZTE, and Wingtech jointly released the “5G Pilot Program”, announcing cooperation to support the development of China's smart phone industry in the 5G era and accelerating the 3GPP 5G new air interface technology standard. 5G commercial terminal launched. "Pilot" and "acceleration" become the key words!

Qualcomm President Christiano Amon said at the launch of the "5G Pilot Program": "With this program, we will continue to support China's mobile phone industry to prepare for the launch of commercial terminals that meet the 5G new air interface standards. 5G opportunities."

Among listed companies, ZTE said that it is expected that 5G pre-commercial will be realized by the end of 2018. The 5G pre-commercial logo is that product performance, software functions, and mass production have reached the corresponding standards. First of all, the product hardware must meet the basic business requirements in terms of technical indicators, reliability and engineering feasibility. Secondly, the software basic function design should be based on the 3GPP R15 standard, support multi-factory docking, support subsequent smooth upgrade; third, pre-commercial requirements system The devices used in the system basically have the conditions of mass production in order to meet the scale commercialization of the subsequent 5G system products.

As the unsung hero of China's mobile phone industry, Wingtech provides solutions and designs for many mobile phone companies. Wentai Technology revealed that "When the second half of 2018, Wentai Technology will be the first to start the 5G test mobile phone R & D work, to fully prepare for the advent of the 5G era."

Xinwei Communication is also a beneficiary of 5G terminal volume. Xinwei Communication is a consumer electronics component supplier with RF technology as its core. The company said that in the future, it will continue to adhere to the strategy of major customers to accelerate the development of various businesses, and actively grasp the new opportunities of RF products in the 5G era, and further strengthen and expand the RF business.