Delaying Restrictions, How Much Is HUAWEI's 5G Opportunity Tied To?
5G has become an opportunity for HUAWEI, and has helped it get to the center of the world's attention. Every country's attitude towards this technology giant who prepares to lead 5G infrastructure has also become a very sensitive topic.
Just recently, the white house suggested that the US ban on HUAWEI involved third party contractors who were not allowed to buy HUAWEI products, and an additional 2 years to prepare for the implementation details.
Not only is the White House, but many American technology companies are also over the wave of blocking HUAWEI's opposition, which makes us politicians who suppress HUAWEI everywhere fall into a very awkward position.
Whether it is injunction or delaying restrictions reflects the important role of HUAWEI in the global 5G era.
What are the important opportunities in the 5G era?
As an enterprise, how should we grasp it?
In June 14th, Chen Danqing, HUAWEI's China wireless Marketing minister, will tell you about HUAWEI's profound understanding of 5G opportunities and how to achieve 5G's strategic lead and "build the foundation of future 5G victory" in the "5G event summit" of the 2019 annual new global economy annual meeting.
Delaying the ban on HUAWEI: America wants to stop
Since the US ban was issued, although the Ministry of Commerce, the associations, agencies, and Google and other technology enterprises have announced a suspension of cooperation with HUAWEI, the role of "anti terrorism" has also emerged.
After Qualcomm, Google and other enterprises cut off HUAWEI, the US chip share price fluctuated sharply. In May 22nd, the Qualcomm chip dropped by 22%, and the market value evaporated about 70000000000 yuan.
NVIDIA, Broadcom, and Xilinx have also been implicated.
In fact, the relationship between HUAWEI and suppliers has been in a globalized state.
HUAWEI "cut off", supply chain enterprises will face a lot of losses.
According to Bloomberg data, the top ten U.S. manufacturers that get the most revenue from HUAWEI are Flex, Broadcom, Qualcomm, Seagate, micron, Qorvo, Intel, Skyworks, Corelle and ADI.
Like Flex, a low profit and large order maintenance OEM company, losing the main force of HUAWEI's revenue, plus the large number of employees who have been cut down due to many production lines, they are all hurt.
Today, with the advent of economic globalization, the supply chain system has linked many countries in the world. The impact of this ban has spread to chip suppliers in Europe and Japan, and is gradually fermenting, causing chain reactions.
On the HUAWEI side, as a company, the response measures are much more flexible than the adjustment at all levels in the United States.
HUAWEI can choose an alternative supply chain enterprise and adjust its internal business to minimize the impact.
The restriction on HUAWEI is in fact a systemic move. The radical and reckless practice of American politicians is no longer worth the candle.
Those who are more helpful and less helpful are the ten years of HUAWEI's R & D accumulation and the technical superiority that is difficult to surpass for a long time, which is conducive to the safe popularization of 5G technology to the rest of the world.
For all industries and enterprises, to see the situation and control the future trend is the key to 5G.
In this regard, we will find the answer in the interpretation of Chen Danqing 5G, a HUAWEI wireless Marketing minister in China.
The 5G license is officially issued, and HUAWEI will further advance from the future.
HUAWEI's achievements in the construction of 5G have attracted the vigilance and prevention of such a superpower in the United States.
On the other hand, it is not an affirmation.
Last week, HUAWEI announced that it had obtained 46 5G commercial contracts in 30 countries, and the 5G base station shipped more than 100 thousand.
European countries such as Britain, France and Germany have also made clear that HUAWEI will not refuse HUAWEI and other Chinese enterprises to build 5G networks.
In China, since last April, HUAWEI has carried out 5G scale commercial tests in more than 40 cities of China and three operators in China, including urban, indoor, highway, subway and other multi scene measurements, all of which have reached commercial standards.
In June 6th this year, China officially issued the 5G business license, which marks China's official entry into the first commercial year of 5G.
With HUAWEI related industrial chain stocks, there have been frequent fluctuations.
For HUAWEI, previously, the 5G contracts were all imported from overseas market due to the limitation of the 5G commercial license. After the 5G license was formally issued, HUAWEI will probably occupy a large share of the domestic telecom equipment market in the future based on its own technology and cost advantages.
In addition to providing end to end 5G business solutions, HUAWEI is also actively diversifying the 5G layout.
In the white paper on the ten application scenarios of the 5G era released by HUAWEI, ten major application scenarios, including cloud VR/AR, vehicle networking, intelligent manufacturing and wireless medical care, are listed. These application scenarios are predicted to be realized in the 5G era first, and will vigorously promote the development of 5G.
HUAWEI also said that HUAWEI continued to vigorously explore new applications of 5G, in power, manufacturing, pportation, fisheries and other fields, combined with nearly 300 global partners, based on actual operational scenarios to deploy 5G innovative solutions.
HUAWEI will never let go of any opportunity in the 5G era. At the end of last year's 5G business report meeting, Ren Zhengfei pointed out that HUAWEI should adhere to the R & D route of multi-path, multi echelon and multi scenes, and achieve the leading strategy of 5G and build the foundation for future 5G victory.
Based on this, the four echelons of HUAWEI will be responsible for the "feasibility of authentication theory", "product applicability", "multi scenario application according to customer needs" and "make use of tolerance design and ordinary components to make the best products".
What new application scenarios and opportunities will 5G spawn?
How do businesses realisk business?
What are the rules and regulations for the pformation and development of various industries in the era of 5G?
Many doubts, "5G IOT summit" industry experts will answer one by one.
End-to-end solutions offer more possibilities for 5G business logic.
It has been ten years since HUAWEI began to study 5G in 2009, and its total R & D expenses amounted to US $2 billion.
At present, HUAWEI has the 5G capability that is fully leading from chip, product to system networking. It is also the only communication enterprise in the world that can provide end to end 5G commercial solutions.
In the base station aspect, HUAWEI 5G base station supports integration and multi scenes.
Among them, the BBU baseband unit can support 2/3/4/5G, six molded and multi band simultaneously.
The construction of HUAWEI's 5G base station is based on blade design, which reduces the requirements for installation environment, whether commercial or civilian, not only saves the corresponding construction costs, but also helps to speed up the installation of base stations.
In addition, HUAWEI's 5G base station is integrated with microwave technology, and it can deploy 5G network under the wireless state. This is very good for those areas where optical fiber is relatively difficult or relatively dispersed.
In terms of bearer network, 5G enables thousands of vertical industries to have higher requirements for bearer networks, including 10 times bandwidth, automated intelligent operation and maintenance and strict SLA protection.
Based on this, HUAWEI's X-Haul intelligent 5G bearer scheme can help customers build a Zhang Chao wide, SLA promise, intelligent operation and support network based on the existing network, drive network evolution from SDN network to Chi Jian network, and better empower vertical industries and businesses.
In terms of core network, HUAWEI 5G core network is designed on the basis of full Cloud Architecture, adopting micro service Centric Software Architecture, supporting 2G, 3G, 4G and 5G at the same time.
The high performance base station chips and hardware facilities support NSA and SA dual frame, which can realize the smooth evolution of NAS to SA software upgrade.
Full cloud architecture is the foundation for realizing 5G network slicing. It will support flexible and agile deployment of new business and realize a network supporting diversified 5G services.
In HUAWEI's 5G oriented minimalist solution for the whole scenario, HUAWEI has taken every loop into account from the deployment of the network to the commercial application after landing.
Yang Chaobin, President of HUAWEI 5G product line, said recently that HUAWEI has more than 10 thousand people in the 5G network. It is estimated that HUAWEI will invest more than 10 billion yuan in 5G this year, and HUAWEI will continue to invest more in the 5G field.
So what opportunities do 5G builders and operators including HUAWEI provide for enterprises in various fields?
In the future, with the improvement of 5G deployment, how can we continuously tap new business value?
The answer lies in the 5G IOT summit.
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