Apple, Gao Tonghe solves backside: Have nothing to do be defeated win, it is an interest completely

Complier notes: Article author Jack Gold is the author of J.Gold Associates of technical analysis orgnaization and chief analyst, company business involves computation of commerce, consumption and burgeoning technology.

Since the apple is mixed,connect high had settled dispute, people is moment single out in the fight of this prolonged win the home. Although will look from share price, the market will be connected high basically inspect win the home, but too one-sided also, it is my analysis below.

I think, the apple tries to force to connect low high to sell its product and copyright license, can raise oneself profit margin further. Although this one intent fails to come true, however the apple still will tell the chip supplier that regards next generation as the smartphone high, hold the position with lead industry thereby. Because connect chip high,also be one of reasons of mobile phone of user favour apple.

Accordingly, the apple also is covert the ground won, compared with compress chip price comes managing cost, the keep of the user is more important result undoubtedly. This result will show bigger redound and better effect finally in the market.

The victory that understands high, reflect in many respects. Above all, gaotong met an apple head-on such industry tycoon, also do not have lest dread and succumb. Next, this one incident was reflected, technology, the technique that concerns with 5G especially, it is the core proposition that connects high. Finally, perhaps be the most important, this incident makes clear, no matter the 5G modem that connects high is function still comes out the opportunity is in an industry lead position.

Look from current condition, tall lead to 5G the main generation labour of the smartphone just offers 5G modem is to not have but of compare, be in at least in in high-end equipment, gaotongshi showed the forestall of 5G modem.

Connect case ending high in the apple that day, it also will quit the 5G modem professional work related to the mobile phone. But also do not explain like certain person in that way, business of modem of 5G of throw the helve after the hatchet. A lot of people guess, intel goes out bureau, because be in,be when facing apple of its biggest 4G modem client, cannot replace the 5G chip that connects high. The decision of Er of Dan Ying spy is provided more it seems that strategical.

Someone may say, intel buys Ying Feiling before 8 years (Infineon) when, try the market that race to control provides computation and radio engine for the smartphone. In fact, intel tried period of time really, but abandoned computational engine finally, continue hard in modem respect eventually now.

In a few years of in the past, intel because the likelihood reached collaboration to be invigorated with respect to the modem with the apple, but still a lot of people express, intel cannot offer the 5G modem that has competition ability, cannot satisfy market demand quite in time at least. But I the decision that special appreciation Intel exits. A few years ago, intel is in the event that becomes main smartphone supplier defeat. And continueing to build a large number of but when the modem with low profit margin, intel changed the target to more profitable market resource.

Intel will be the main impetus of 5G, but not be to regard commodity modem chip as the supplier, it will produce the computational engine that place of drive network core needs, this also is the dominant position with real Intel and big gain place. Change data center to the market as Intel, reduce the dependence to equipment, the commodity that walks out of a modem supplies business is advisability to lift. Intel possesses the core of 5G modem technology, also can propose this technology form specific systematic level chip (System-on-a-chip, soC) in, produce real effect thereby. Look in me, how this looks is a very good strategy.

SamSung will continue to be used in high-end equipment connect chip and modem high, because SamSung is known, it needs such performance level to hold competition. Nevertheless, samSung oneself actual strength is excellent, can be processor of smartphone research and development and 5G modem, so the company also will continue to provide this kind of function for his equipment, offer to other manufacturer at the same time. The apple is connected high case did not affect SamSung really, because SamSung always can make an apple,the 3rd modem supplies chain, so this incident is close to Yu Ling really to the influence of SamSung. In addition, samSung inspects core network the long-term capacity that the company increases, because this will major 5G resource is centered,was in in core network.

The influence that place of vicissitude of the market brings is finite, because Ying Feiling is selling modem chip to all sorts of small business, there is no lack of among them the smartphone product company of acute meaning enterprising, they will develop rising market in the country such as China and India. However, the influence next to nothing that these participator bring, increased to the demand of 5G chip when rising market only, their opportunity just comes truly. MediaTek expresses all the time for years, the hope adjusts game high-end level with the equipment that prop up, but have not change so far, the company should be caught up with connect high still very long way wants. MediaTek can to in low end equipment manufacturer supplies a large number of chip, in these manufacturer, final rate and function not so crucial, discharging what consider above all at the back of the price is outstanding design.

Face 5G period, after the apple understands litigant proposal high, still can produce more things. What differ with the idea of people is, win clear portion does not exist to cut down between the home and loser, the complex component of prospective 5G equipment supplies catenary to remain dynamic development.