5G chip research and development failed, where should Apple "break through"?

Apple is still "breakout" and the direction is still blurred.

There are four roads in front of Apple:

First, new energy vehicles or vehicle systems;

Second, intelligent wearable devices;

Third, the Yuan universe;

Fourth, chip.

At present, the highest voices are new energy vehicles and AR devices, but Apple's situation in these two fields is quite embarrassing.

First, it is a new energy vehicle. Starting from the "Titan Plan" in 2014 and the launch of the "Titan Plan", after 8 years, Apple still swayed between the vehicle and the software. Expert timetable.

In contrast, Tesla, BYD, Weilai, Ideal and other car companies, they cross the air outlets and overcome all kinds of difficulties. The most important thing is that their cars have been mass -produced. Although there may be some minor problems from time to time, the number of delivery is the number of delivery. Steady growth has won the opportunity for these companies. From the perspective of Tesla's transcendence of Toyota, BYD surpassing BMW, Audi and other car companies, the logic of the global automotive industry has begun to be reconstructed. At present, Tesla's market value is only about one -third of Apple, but compared to two years ago, the gap has been significantly reduced.

For Apple, cash reserves are unmatched by most companies in the world, and Apple's ability to integrate supply chain and control is unparalleled. It stands to reason that the new forces of our car can be mass -produced from the five or six years from zero to zero. Why can't apples do your own new energy vehicle?

In my opinion, Apple's advantages in the mobile phone industry are too great, and the family earns more than 60%of the industry's profits, but sometimes this advantage will become a resistance to innovation, which can be referred to the previous Nokia. In addition, Apple's ability to control the supply chain is too strong. If in the era of the Internet of Things, the main carrier changes, then whether the supply chain company will still be "100th" in Apple. I am afraid that this will be questioned.

Second, on AR device. The AR device that should have been released this year cannot be solved because of the problem of heat dissipation, so it will be released until next year. In fact, since iPhone6, Apple's "squeeze toothpaste" operation has caused users to have a certain aesthetic fatigue. Although the current sales of Apple are still good, as global smart phones have declined, Apple's affected is almost inevitable of.

And in smart wear, Google is also snatching this piece of cake. Whether Apple can continue to maintain its advantages in the field of intelligent wearables is still unknown. In the field of the universe, Meta's competitiveness is far stronger than Apple, so Apple wants to maintain a certain advantage, it is naturally difficult.

Finally, the chip field. In 2019, Apple and Qualcomm ushered in the century. Since then, Qualcomm has always been the main supplier of Apple baseband chips. Prior to this, Apple also kicked Intel, and when cooperating with Qualcomm, the pace of "going to Qualcomm" was also accelerating.

In July 2019, Apple acquired the Intel's mobile phone baseband chip department for $ 1 billion. In this transaction, Apple received the relevant equipment of the Intel department and the patent of 8,500 honeycomb patents and connection equipment, and 2,200 places. Interest employees, in the chip field, Apple has been overtime until the M1 and M2 chips are developed.

However, this does not mean that everything is very smooth.

On June 29, there were media reports that Tianfeng International Analyst Guo Mingzheng released the news in Twitter. The latest survey shows that Apple's own iPhone 5G baseband chip development may have failed, so Qualcomm will continue to become the exclusive 5G chip of the new iPhone in 2023 in 2023. Suppliers, the supply share is 100%(Qualcomm was estimated to be 20%before).

Later,# Apple 5G chip failed to develop# 其 其 其 其 其.

In summary, Apple's position in the mobile phone field is not shaken, but Apple does not have a very prominent advantage in the "breakout" of the Internet of Things era. In my opinion, the success of a era is the result of many aspects. Apple must find one or two directions in the next era to continue to occupy the dominant position in the next era. If the penetration rate of new energy vehicles in the world reaches 40%, Apple will launch new energy vehicles, it is too late.

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