5G mobile phone, the tide is coming！

Key words: heat conduction, heat dissipation, baseband, RF, structural parts

At 0 a.m. today, ZTE Tianji axon10pro5g version officially went on sale. Jingdong and Suning said they had sold "the first 5g mobile phone in China".

"At 0 o'clock sharp, the first ZTE Tianji was officially launched from the JD warehouse, which is also the first 5g commercial mobile phone sold in a real sense in China," said BOE. 10 minutes later, users living in Chaoyang District of Beijing successfully signed for express delivery, and the first user who ordered and received 5g mobile phone was born in Jingdong.

Suning said, "in the 5g experience store of Suning e-shopping Plaza, Ciyunsi, Beijing, the first 5g buyer in China has been generated, and the buyer has also handled the 5g experience package and conducted 5g experience on site.".

No matter who is the first, 5g mobile phones are sold in China. The two "first people" reflect the enthusiasm of consumers, which also means that 5g "switch tide" is coming.

In the near future, on August 16, Huawei's matex5g version will be officially sold for 6199 yuan, supporting NSA / SA modes. Vivo's first 5g commercial mobile phone iqoopro was launched in August. In addition, oppo, Xiaomi, Yijia, Nubia and other top mobile phone companies all said to launch 5g mobile phones in the third quarter.

Wen Ku, director of the information and Communication Development Department of the Ministry of industry and information technology and a spokesman, said that China's 5g network and terminals have become mature. There are 120 5g mobile phones that can be listed, and more will be available by the end of the year.

Why are 5g terminals so abundant in China? Xiang Ligang, a well-known observer of China Communications and director general of the information consumption alliance, explained that after 5g trial business starts, there will inevitably be a lot of market demand. Operators need mobile phones. If manufacturers fail to provide them, they will lose market opportunities. Therefore, terminal manufacturers are competing for the first dividend of 5g mobile phones. He said that every round of changes in communication technology is the fundamental force that affects the overall mobile phone market, and will inevitably bring the demand for market exchange, which is a major law of the mobile phone market. For example, in the 4G era, after the high tide of 4G mobile phone switching, the overall share of the mobile phone market will gradually decrease, and the sales volume will decrease accordingly. In the 5g era, there will also be a new "change tide", which is a rare opportunity for any enterprise in the industrial chain.

Guosheng securities research report pointed out that 5g commercial will drive the demand for replacement, and promote the upgrading of baseband, radio frequency, heat dissipation, structural parts, shielding parts and other series of parts, and because 5g new external baseband needs to be equipped with a separate memory, the storage volume of 5g mobile phone is expected to significantly increase.

Huatai Securities believes that the increase in the number of 5g terminal support frequency bands and the improvement of RF front-end integration will put forward higher requirements for the mobile phone design ability of manufacturers, and the concentration of the leader is expected to further improve. It is optimistic that Huawei will seize a larger market share in the coming 5g reform based on the accumulation of all-round technologies such as communication, chip, system, etc.

                                                                                                                                                                                                News source: China Securities Network