Huawei "breaks up the sky", the first Apple supports satellite communication?New opportunities for industrial chain excitement market

Today, Huawei will hold a Mate50 series and new autumn conferences in the whole scene. Among them, the most concerned about the market is that Huawei may achieve satellite communication before Apple.

On September 2nd, Yu Chengdong said when he publicized the new product that Huawei had a communication technology of "breaking the sky". The industry speculates that Huawei will work with the Beidou III system to realize the popular application of mobile satellite communication technology. This will be of great significance for the development of global mobile communication.

Huawei Mate50 or implement satellite communication

At 14:30 pm on September 6, Huawei will hold a Mate50 series and new autumn conference in the whole scene.

After two years, Huawei finally released a new Mate series. According to the official news, the Huawei Mate50 series will bring you a more extreme aesthetic experience, which has made great breakthroughs in the face value. The new product will be equipped with a number of black technology, the first new image technology of XMAGE, and is equipped with "aperture variable" technology.

In particular, it is worth noting that the Mate50 series may support Beidou short newspapers to achieve satellite communication functions.

On September 5th, the official Weibo of Huawei terminal announced the preheating video. At the beginning of the video screen, the signal logo "incarnation" rocket rushed to space. As the booster escaped, a satellite expanded solar panels appeared in front of the eyes. At the same time, with a copy of the "signal beyond the ground and connecting communication time".

Yu Chengdong, executive director and terminal business CEO of Huawei and terminal business, also released the video saying, "The new technologies we are going to release this time will allow the signal to surpass the ground and let the communication time connect."

Screenshot source: Weibo

Previously, on September 2nd, Huawei Terminal Weibo released a quick answer video of Yu Chengdong about the Mate50 series.

In this quick answer video, Yu Chengdong said that in the past 10 years, for Huawei, it is such a process. From the followers of the industry, the followers of the industry, to gradually catch up, surpass, and become the industry's leading technology leading technology leading By. When asked about the surprise of the Mate50 series, Yu Chengdong revealed: "We may have another breakthrough in communication technology, breaking the sky upwards, and there are new breakthroughs."

Obviously, this information reflects the Huawei Mate 50 series will be equipped with satellite communication functions.

Guo Mingzhang, a well -known TMT industry analyst and Tianfeng International Securities Analyst, once broke the news that the Huawei Mate 50 series released on September 6 will have "satellite communication capabilities". There is no network, and emergency text messages can be sent through the Beidou satellite system.

Public information shows that recently, the "satellite communication method and device" patent applied by Huawei Technology Co., Ltd. has been authorized. Summary shows that this method can reduce the energy consumption and communication complexity of the terminal equipment while improving the communication performance.

In addition, multiple satellite communication -related patents in Huawei have been announced, such as the "satellite network routing method, device, equipment, system, and readable storage medium" patents can reduce the distance between the chain information transmission of the star room, save communication overhead, enhance the world and earth Starway routing capabilities in integrated network communication scenarios.

Internet technology giant competition

Earlier, some media broke the news that the iPhone 14 may start the satellite connection function, and there have been rumors that Apple's new machine will achieve satellite communication functions.

Guo Mingzheng also posted that Apple has completed the hardware development of satellite communication in the iPhone 13, and lack of support is because the business model has not been agreed. Satellite communication is one of the test projects before the iPhone 14 mass production. Apple has completed the hardware test of this feature. The IPHONE 14 satellite communication mainly provides emergency SMS/voice services. Whether the iPhone 14 will provide satellite communication services depends on whether Apple and operators will talk about business models. He said it is difficult to accurately predict when the iPhone will provide satellite communication services, but I believe it will eventually happen.

From this point of view, Huawei may implement satellite communication before Apple.

In fact, the giants have already competed on satellite communication functions. The latest news shows that Hiroshi Lockheimer, a senior vice president of Google platform and ecosystem, said in a tweet that Google has begun to make mobile phones connect with satellites, and Google will provide this feature in the next version of the Android system. Google's next version of the Android system is Android 14, which means that Google may be updated through Android 14 version to introduce support for satellite connection functions.

Picture source: Visual China

So, what are the charm of satellite communication that allows Internet technology giants to develop competition?

We contact relatives and friends through the mobile phone. The entire communication process is a connection between base stations and base stations. Satellite communication needs to pass the signal through satellite, which has the following characteristics:

① The networking method is very flexible and does not require complex ground network; Unexpectedly.

It is understood that satellite communication is not a new thing, and it has long been widely used in the fields of radio, television, the Internet and other fields. The user passes the radio signal through satellites to complete the information transmission between the earth station and the spacecraft, the earth station and the earth station.

The satellite Internet is not affected by ground environment. It can provide better support for interconnected applications such as Internet of Things and the Internet of Things, and the Internet will not be interrupted by various types of disasters. In recent years, the World Aerospace Science and Technology Power has announced or implemented its own low -orbit satellite Internet constellation plan. These plans are transformed into hundreds of satellites to achieve a complete coverage of the earth. The satellite uses phase control arrays antenna and high -throughput technology, which can provide hundreds of megarbers with ultra -low latency broad band access to ground users. The satellite communication industry chain is favorable

On July 30, 2022, Beidou III Shipbuilding Document Communication Services Conference was held at the Beijing Conference Center. China Weapon Industry Group Co., Ltd. and China Mobile Communications Group Co., Ltd., China Electronics Technology Group Co., Ltd. and domestic mobile phone manufacturers have overcome a number of key core technologies to complete the development of the first domestic mobile phone Beidou short newspaper communication radio frequency group development, innovation To achieve the "No. 1 Double Network" design that "not to change cards, not changing numbers, and not increasing peripherals", the world has achieved the first time in the world's smartphone satellite communication capabilities. Volkswagen users in the Asia -Pacific region will enjoy the Beidou 3 short newspaper. The communication service, "You are not in the service area" will no longer occur, the ability to "one machine in hand, always online" will become a reality.

Picture source: CCTV News

According to external conjectures, Huawei may work with the Beidou III system to realize the popular application of mobile satellite communication technology. If it is realized, this will be of great significance for the development of the global mobile communications field.

Specifically, the communication satellite industry chain can be divided into three major links: upstream satellite manufacturing, satellite launch, ground equipment; midstream satellite operations and services; providing technical and data support for downstream business, involving many fields of business, mainly include in many fields, mainly including in many fields, mainly including in many fields, mainly include in many fields, mainly including in many fields, mainly include in many fields. Volkswagen consumer communication services, satellite fixed communication services, and satellite mobile communication services.

In the field of satellite manufacturing components, the phase -control array T/R chip is mainly provided by Xunchang Technology, China Power Department and 55. SOC/FPGA and other digital processing chips are mainly used by Obit, Fudan Microelectronics and some scientific research institutes supply.

The manufacturing and production of satellites has been monopolized by a few companies such as Chinese aerospace, Chinese satellites, China Space, and Shanghai Aerospace.

In the field of satellite launch, satellite launch is mainly monopolized by Chinese space, Shanghai aerospace, and Chinese satellites. At present, China's satellite launch is mainly around the field of navigation and remote sensing, and the number of communication satellites is relatively small.

In the field of communication satellite ground equipment, the number of Chinese participants is considerable. It is mainly concentrated in the development of products such as antenna, mobile terminals, and ground receiving stations. Typical companies include Chinese satellites, Hagrid Communications, and Huaxun Ark.

It is believed that in recent years, the frequency of natural disasters and geopolitical conflicts has become higher and higher, which may make emergency SMS/voice services through satellite communication as a must -have function for smartphones.

Galaxy Securities pointed out that Beidou is fully moved towards a new stage of the development of the comprehensive space -time system, and it is expected to drive the formation of a trillion -scale space -time information service market. According to the "2021 China Satellite Navigation and Location Service Industry Development White Paper", it is estimated that by 2025, the development of comprehensive space-time services will directly form a chip and terminal market size of 50-1 billion/year. The median compound growth rate reached 19.6%, of which the core output values ​​and Beidou -related output values ​​reached 335.1 billion and 268.1 billion, respectively, and the compound growth rate was 20.9%. By 2035, the overall output value that will directly generate and drive the formation will exceed 30 billion yuan.

CITIC Jianchu believes that as the development of ground communication network technology is becoming increasingly mature, users' demand for communication with wider areas (sky, ocean, forests, deserts, etc.) continues to increase, and the development of satellite communication and satellite Internet has been widely concerned, and may even become even become it, and it may even become it. Part of 6g. Domestic Tiantong Satellite has been commercially available before. The operator is China Telecom. Terminal providers include Hualin Tong, Hagrid Communication, Gao Emerging, etc.; With the rapid deployment of the American Star Chain Project, including China, including China, the global lows, including China, which are low in China. The construction of the rail satellite Internet constellation is expected to speed up, and the initial stage can focus on satellite manufacturing and rocket launch links.

In addition, the "Fourteenth Five -Year Plan" Digital Economic Development Plan proposes that my country will actively promote the evolution and upgrading of space information infrastructure, accelerate the layout of satellite communication networks, etc., and promote the construction of satellite Internet.

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