Specialist
Director at ZTE Corp
Agenda
- 5G chip maturity, costs, performance, power dissipation, stability and mass production barriers
- 5G smartphone design concepts, new technologies and opportunities for relevant industry chains
- Comparison of 5G smartphone brands’ advantages and disadvantages, plus market share estimation
- Pricing trends of 5G smartphones and penetration growth
Questions
1.
The biggest difference of 5G smartphones lies in the core chip, including radio frequency (RF), modems and processors. The global landscape of baseband chip is basically stable now. Qualcomm is a leader, followed by Intel, MediaTek (MTK), Apple, Huawei and Samsung. Can you comment on the advantage of Qualcomm in baseband chip? What’s the hardest thing about it to replicate? What do you think of its development logic in this field?
2.
Do you think China’s telecom industry will completely abandon CDMA network in the future? Do you see such a trend?
3.
Why do you think Spreadtrum enjoys good prospects?
4.
Can you comment on players in the baseband chip field including MTK, Huawei and Samsung? What do you think of their differences and development paths?
5.
In the 5G era, what is the proportion of baseband chip cost in the total cost of 5G smartphones? What are the advantages and disadvantages of baseband chip manufacturers in terms of cost?
6.
Can you talk about the competitive landscape of RF chip? Do you think the cost will come down in the future?
7.
Manufacturers including Lenovo, Vivo, Xiaomi and Huawei have already launched their 5G smartphones. Do you think they have adopted a same development path? Are there great differences between their products?
8.
Do you see many people buying new smartphones in the 5G trend as they did in the 4G era? The 5G technology may bring core competitiveness to VR games and some special apps, but we do not see many such products in the market yet. Will people still be interested in 5G, especially when the 4G market is not yet saturated?
9.
How do players differentiate themselves from competitors? Huawei has its phones with foldable screen. Does it mean that 5G alone is not enough as a unique selling point?
10.
It seems that manufacturers may not get sales surge with 5G smartphones in a short time. Why do they still work so much on it? Are they building a foundation for future development of the Internet of Everything (IoE)?
11.
What is the difference between Huawei and Qualcomm in terms of 5G chip technology? What are their directions in the coming 3-5 years? Will the new product of Apple use 5G this year? Who is the most possible supplier of Apple? Can you comment on Intel as well?
12.
How do you evaluate a chip?
13.
How much will the 5G era boost the revenue of the three main operators? How will it do that?
14.
Which of the three operators do you think has the best business model and profit model for the 2B market? Some players are working on the Internet of Vehicles (IoV), but without any mature profit model developed yet. Are there any potential models to explore?
15.
How much business will the 2B area bring when the three operators get mature in it?
