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Missing The 5G Market Opportunity, Will Apple Repeat The Mistakes Of Motorola And Nokia?
- Nov 07, 2018 -

Every upgrade of communication technology will lead to huge changes in the global mobile phone landscape, from Motorola to Nokia.

According to foreign media MacRumors, Apple will launch its first 5G iPhone in 2020.

According to the First Mobile Research Institute, Apple plans to use Intel's 8161 modem chip in its 2020 5G iPhone, and Intel will become the sole supplier of iPhone modems.

If the message is true, then this would mean that Apple might miss the opportunity to become the first wholesale 5G mobile phone camp in 2019.

Missed 5G starting?

"The official 5G chip is commercially available in 2019" has become a recognized time node in the industry.

As an important promoter of 5G, Qualcomm announced that this time is expected to be advanced.

However, for Apple, which broke with Qualcomm, Apple may have missed the first opportunity to enter the 5G market.

As the world's largest mobile chip supplier, since 2011, Qualcomm has been Apple's chip supplier. However, in 2017, both parties had disputes due to patent fees.

In January 2017, Apple sued Gao to report its cooperation with the anti-monopoly department and refused to return the promised $1 billion. Subsequently, Qualcomm denied Apple’s allegations and sued Apple in various countries for infringing its patents.

This dispute made the relationship between Apple and Qualcomm once stagnant and continued until October of this year.

In October of this year, Qualcomm officially sued Apple for arrears of patent fees of 7 billion US dollars, which means that the relationship between the two sides broke, and in the three new products released this year, Apple also began to switch to Intel chips.

However, consumers' evaluation of Intel chips is not optimistic. It is understood that from the feedback of users, Intel chips have problems such as poor signal.

Signs of decline

From 2G to 3G, 3G to 4G, once the global mobile phone fascinators Motorola and Nokia have fallen into the altar due to the upgrade of the system, which has become a big curse in the mobile phone industry.

In the face of the upcoming 5G era, can Apple break this "magic"?

Judging from the performance of this year's iPhone, it is not difficult to find some clues.

On September 21st, Apple's new iPhone XS was officially launched, and it was only less than a week after its launch, and it ushered in price breaks. In addition, the first mobile phone industry research institute learned from a number of offline channels, the first sale of the iPhone XR online channel fell below the official price again.

In addition to price breaks, the supply chain has also been affected.

The first mobile phone industry research institute learned from reliable channels that due to the sluggish sales of all new products such as Apple iPhone XS, MAX and iPhone XR, Apple has already ordered 10% of iPhone XS and MAX orders from Foxconn, which may cause Foxconn to be forced to lay off employees. The layoffs may be close to 100,000.

At the same time, Apple also cut 10% for Heshuo, and should reduce the iPhone XR order by 15%.

The poor sales were further reflected in the stock price.

On November 2, Apple shares fell 6.63%, the biggest single-day decline since January 2014. On November 5, Apple's stock price still fell 2.84%, once fell below $200.

As a global mobile phone weather vane, Apple has suffered from innovation in recent years, and has encountered the joint efforts of domestic mobile phones such as Xiaomi, Huawei, OPPO and vivo. Missing the 5G starter, once again gave the new opportunity for domestic mobile phones.

According to the first mobile phone research institute, Xiaomi founder Lei Jun announced that the 5G version of Xiaomi MIX 3 will be available in the first quarter of 2019; OPPO Global Vice President Shen Yiren revealed on Weibo that OPPO mobile phone successfully achieved 5G Internet access for the first time, striving for 2019 In the year, it became the first batch of 5G smartphone manufacturers. Vivo plans to complete the development and mass production of the world's first 5G mobile phones in 2019, launching the first 5G pre-commercial mobile phone; Carl Pei, co-founder of one plus mobile phone, said that one plus successfully connected 5G in the US laboratory in August this year. At present, it is increasing its 5G investment, and it is expected to be the first to release 5G commercial mobile phones in 2019.

In the face of the upcoming 5G era, can Apple's mobile phone break the "magic" and face the cohesion of domestic mobile phones?