Huawei "intercepted Hu" Apple released satellite communication functions, and the industry said that each piece of information is 1 yuan to lose money

06.09.2022

Number of this text: 2190, the reading time is about 4 minutes older

Guide: Mate still uses 4G technology.

Author | First Finance Li Na

The long -established smartphone market in China has reappeared because of the two conferences in September.

On the afternoon of September 6th, on the eve of the Apple conference, Huawei released its first Volkswagen Smartphone Mate 50 series that supports the Beidou satellite communication news. This is also two years after two years, the Mate series mobile phone returns to the market. Earlier, Tianfeng International Analyst Guo Mingzheng once said that the Apple iPhone 14 series will also support satellite communication functions and rush to complete the hardware test of the function before the press conference.

Affected by the news, starting from last week, the topic of duels of the two major flagship phones of the year frequently rushed to the hot search, and the concept stocks in the A -share market also fluctuated. Two years ago, Huawei Mate40 was equipped with Huawei's last -generation Kirin high -end chip Kirin 90005G chip. The chip solution of the Mate 50 series is also the focus of attention from all walks of life.

The starting satellite communication function but not still 5G version

After the absence of the high -end market last year, the Mate50 series was once guessed by the outside world to "abortion". With the insufficient chip supply, Huawei's share in the high -end market was gradually eroded by Apple.

However, from the current product line planning, Huawei still chooses to retain the supply rhythm of the "dual flagship". Following the P series, the Mate series has also continued.

As an important product in the high -end product line, the most concerned new technology this time is satellite communication, that is, providing emergency SMS services through satellite communication supported by the Beidou system to solve the needs of extreme scenarios such as networkless.

Yu Chengdong said that Huawei Mate 50, Huawei Mate 50 Pro breaks through the ground network restrictions, is the world's first popular smartphone to support Beidou satellite news. When users are in an environment where there is no ground network signal coverage such as a deserted area, an involved in the sea, and the earthquake rescue, they can also send the text and location information for help through the "Uncountable APP", and support multiple positions to generate trajectory maps. This feature is currently limited to mainland China.

But the shortcomings are that the full series of products still use 4G technology. A distributor of offline channels in South China told First Financial reporter that even the Porsche version of more than 10,000 is currently a 4G version. If you need to use 5G, you can solve the signal problem by matching 5G communication cases.

Affected by the chip level, the listed company Digital Technology, which provides 5G communication shells, has soared from May this year, from a minimum of 5.69 yuan per share to 16.57 yuan per share. Essence

In terms of other concept stocks, the screen stocks Vexno's daily limit on the 6th, and San'an Optoelectronics and BOE A followed. It is reported that the Huawei Mate50 series will be a domestic OLED manufacturer Weixino and BOE flexible AMOLED screen. The Beidou concept stocks Lisan chip rose 12.31%on the day. In the previous announcement, Liyang said that it has completed the development of the world's first Beidou short newspaper SOC chip testing and entered the mass production stage.

Satellite SMS cost costs "1 yuan per yuan can not lose money"

Satellite communication is not a new technology, but due to the influence of Apple and Huawei, it has attracted the attention of the outside world.

It is reported that the next -generation Android system is also expected to support mobile satellite communication functions. The preview of Android 14 developers is expected to start in March next year. This means that all Android phones equipped with Android 14 systems in the future are expected to support this technology.

However, after interviewing a number of industry communication experts in the reporter, I learned that the current role positioning of satellite communication is still supplemented by the ground honeycomb communication system. From a technical point of view, the current mobile phone power and antenna size are not enough, so it is not possible to do high speed, which is equivalent to 3G speed. Business, satellite communication is also a "loss sale."

The technical person in charge of a mobile phone manufacturer told reporters that supporting satellite SMS for emergency calls has been called several generations. It can be gradually realized on mobile phones, but for consumers, this is still a very low -frequency demand. "More importantly, a satellite is made of 100 billion yuan in the heavenly cost, and one 100 million operates each year. According to the 10 -year life, that is to say, a satellite needs to send an annual short message of 200 million pieces per year. Money does not lose money. At present, mobile phone manufacturers do this. When opening the test, you need to divide the interests clearly with all parties. "

Take the use of maritime satellite telephones in China as an example. At present, in addition to paying 200 yuan into the network fee, the fee per minute is about 1.8 yuan. Industry experts believe that because satellite communication requires high operating maintenance costs and scarce resources, mobile phone manufacturers are more likely to charge in the future. However, Huawei has no response for the specific charging method.

In addition, a person in charge of a well -known international satellite company told reporters that "direct connection" on mobile phones refers to connecting to specific satellites at a specific frequency.

He said that the higher the frequency of satellites, the wider the width of the support, but the stronger the directional requirements of the equipment. "Therefore, the ground device needs to install an antenna that can track satellite signals. But the small smartphone antenna is built -in, and it is impossible to achieve a strong directional tracking function. Therefore At a initial stage, most of the so -called concept stocks have speculation. "The domestic high -end market is still led by Apple

Huawei fell, and Apple was full to become a buzzword in the industry. The dealers around the head of Huawei's terminal Yu Chengdong have changed from the past and national generations to the current car dealer. Apple has also become the biggest winner in the high -end market of Huawei China mobile phone.

Although the shipping volume of the global smartphone market in the second quarter decreased by 9%year -on -year, Apple still expanded its "territory" in the market.

According to the latest data released by the research agency Canalys, the Apple iPhone series mobile phones accounted for 17%of the global mobile phone shipments in the second quarter, higher than 14%of the same period last year.

In terms of domestic market, Guo Tianxiang, a senior analyst of IDC China, told reporters that in the first half of 2022, Apple had accounted for 70.5%of the high -end markets in China.

"Huawei Mate series will bring a lot of stimulus to the high -end market." Guo Tianxiang said that Huawei has been in a defensive situation in the past two years, but from this Mate50, the resources invested in various aspects of Huawei are significantly greater than the past two years. In addition, the 40 series has not been upgraded for two years, and many users have gradually begun to enter the replacement cycle.

"Some users cannot support 5G, and they will also consider it in the purchase process." Guo Tianxiang said.

From the data of the three main business announced by Huawei before, in the first half of the year, Huawei operators and business income increased by 4%and 27%respectively, but the terminal business fell 25%, and the overall revenue dragged down 5 points year -on -year.

According to the analysis of CITIC Securities, from the domestic market, Huawei's shipments have fallen sharply and other manufacturers have failed to fully make up for the vacancies. Huawei's mobile phone chips and overseas market performances are still under pressure. It is expected that Huawei mobile phones have sold 30 million units in 2022.

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