pingguojuedingbuzairenshougaotongle。
以高通滥用垄断地位为由,不仅停止专利费的进贡,更放出豪言,索赔10亿美金。同一时间彻底倒向高通死对头英特尔阵营,换上了后者的Modem。
gaotongyouqishichisude,zheijiahaocheng“lvshibigongchengshihaiduo”dekejigongsi,kongqianjuehou。shenweidongzhangyizhi,feichangcelvedixuanzaizhongguoqisupingguo,yiqinfanzhuanlideliyouqingqiujinshouiphoneduokuanjixing。gaotongduipingguodezhikongheiliaobuduan,yichanglayan。biru,yingteerxinpiangenbenbuxing,iphonemouxiejixing,bufenpiciyonggaotong,bufenpiciyongyingteer,pingguozaixitongcengmianxianzhigaotongxinpianxiaolv,cainengbaochitongjixingdetiyan。youbiru,pingguotongguohezuoqiequjishu,bingliyongqiequchengguobangzhuyingteertigaoxinpianjishu……zhenkeweizhaozhaozhuxin。
yigongzibujinzhujiuqingtan,shinianqian,liangrengezixinhuaidazhi,quebeishiweipingpingzhibeiyinmeiyuxuanxiaojianghu,zaihoulaiqiaobangzhudenggaoyihu,pingguogaotongshuangjianhebi,yiqifengfa。chengjiuziji,gaixiewulin,nanerdangrushi。
rujingezizuozhenshantou,haolingyifang,quexiongdifanmu,jianbanuzhang。xixuzhiyu,fengchuijuankai,tongxinenchoululi,jidaihaomendeenyuanhechenfu,huanhuanzhankai,zangzhexianjin5gshidaidesuoyouguiji。
01 高通崛起
美国兴于开放。
出生于奥匈帝国的犹太人海蒂·拉玛尔(Hedy Lamarr),weileduobinacuiduiyuyoutairendezhuisha,yououzhoudalutaodaomeiguohaolaiwu。zheiweifengzichuoyueqingguoqingchengdesanjipianyanyuan,jiapianpinchu,danshizaijiexizhiyu,haiyouyixiangshenqideaihao——yanjiuwuxiandiantongxin。yigefengpinglangjingdeyewan,haidixiaojiejiejiangangqindeyuanlifaming“tiaopinjishu”——tongguopinlvtiaobianjijiamixinxiyoukuodatongxunrongliang。zaishenqingzhuanlihou,tajiangqiwuchangjuanxianjimeiguozhengfu,xiwangzhuhouzhezaierzhanzhongtongjinacui。
meirenhaoxinzhiju,danquezheshikuleyidaiyouyidaidegongchengshi,congci,taitouguitiantadedie,ditounulutadeshu。
在经历身体的严酷摧残之后,意大利犹太移民、数学家安德鲁·维特比AndrewViterbi,连同艾文·雅各布(Irwin MarkJacobs)在海蒂小姐的技术基础上,开发出CDMA(码分多址)商业化技术。由于立志于提供更好的通信(Quality Communications),几位学而优则商的教授为公司取名高通(Qualcomm)。
想在通信行业里寻得立锥之地谈何容易,行业里爱立信、诺基亚是历经百年的江湖领袖。
ailixincengjingxiangqingzhengfuchushouzhongguodiyipidianhua,chongmanlishiyiweidezhaopianzhijinpinpinchuxianzaiqiyejieshaozhong,jushoutouzujiandoushiouzhouguizuderongyao。jigeshushenggaochudegaotong,yihuozheshiliangnianhoushiyizhongniannanrenrenzhengfeichuanglidehuawei,zaijutoudejishu、zijin、shichangmianqian,doushipifuhandashu。
爱立信和诺基亚主推的GSM通信标准已经在1G(第一代通信)中证明了自己。当人类通信技术渐渐步入2G(第二代通信)shidai,zhengshiqiziwodiedai,daxianshenshoudehaowutai。
zuoweitiaozhanzhedegaotongpinpinyoushuocdmajiejuefangandegaoxiaoheqianjing,chenggongnaxiameiguohehanguoshichang。ouzhoudahengzhouzhoumeitou:“xing,neijiuwanwanbei。”
bijing,gsmzaoyiqueliweitongxinxingyebiaozhun,congshebeizhizaodaowangluodajian,congzhongduanduijiedaoshichangjiaoyu,muyichenglin,qishiyichaoyixikeyihandong。gengweiguanjiandeshi, 1gdeshiyongchangjingshidageda+liaomeixuanfu;2gdeshiyongchangjingshishoujidadianhua+faduanxin+tanchishe。tiyanshangduiyutongxinsudubingmeiyouneimegaodeyaoqiu。cdmashigaoxiaoyixie,danshiyaoneimekuaidewangsuganma?xiangbijiaoeryan,gsmbiaozhunyiyoushiduonianlishi,jichusheshitouruchongzu,bujinzugoumanzuxuqiu,erqiejishuchengshukaopu。
世上只有祖国好,美国和加日韩等国的部分拥趸力量选择了高通的CDMA。但是以欧洲为大本营的GSM既是行业标准,也是市场主流,对前者处处限制。
zhengge90niandaigaotongpinpinshenxiankuisun。tongguoshangshimujizijinjixutouru,kukujianchi。zheifencdmadezhizhe,huibuhuishoudaohuibaoni?
bansui2gxiang3gdeguodu,tongxinchuanshusudujianjiantisheng,cdmajiejuefanganzaijishushangyoushijinyibutuxian。
ailixin、nuojiyajianjianyoulexindeniantou,neitiandajunzhongyangdezhuzhangpengli,gelurenmadeshoulingzhengzaishangyizheshenme。turan,kuaimatanzilaibao,jiuzaigsmdashouzhuipengzhiji,gaotongchenzhedahuobuzhuyi,anzhongbuleju,weicdmajiejuefanganshenqinglezhuanli。
容衣公子多解释一句。CDMA(码分多址)是一种信息处理方法,无法申请专利。但是“把CDMA这种方法运用在手机等终端上,成为某种通信手段”这样的解决方案可以申请专利。haobi“baniangaoqiechengpian”zheizhongfangfabunengshenqingzhuanli,danshikeyishenqing“baniangaoqiechengpiandejiqi”weizhuanli。
gaotongjiaohuazhichuzaiyu,tabujinjiangzijikaifadefanganshenqinglezhuanli,erqiejiang“suoyounengxiangdaode“cdmayingyongfanganquanbushenqinglezhuanli。ruciyilai,fanshixiangyunyongcdmazheikuanjishudehoulairen,douyaoxianggaotongjiaonazhuanlifei。gaotongdechenggonghegoubingjieyuanyuci。
ouzhouguizudangranbuhuizuoyidaibi,dangjichengli3gppzuzhi,xiaoxinyiyi、zuidachengdudiraoguogaotongdecdmazhuanli,tuichuyiwcdmaweihexinjishudeumtsbiaozhun。danshi,youyugaotongtiqiandejingmibuju,ailixinmenzaixinsizhenmiyewufawanquanraoguogaotong。zhuanlifeijiaodingle,zhishiduoheshaodewenti。zai3gyishi,gaotongyi“cidaoshiwokai,cishushiwozai”dexingxiang,zhandexianji。
hanchuangduonian、lvjingqingshideshusheng,cishiqikenjianhaojiushou。laqijingqi,haozhaowanquantingmingyuzijide3gpp2zuzhi,zhutuicdma2000biaozhun。helaopaiguizudewcdmachenbinghanhe,zhengfengxiangdui。
此时正逢20世纪结尾,21世纪临近之际,WCDMA和CDMA真乃一场世纪大战。
ouzhoulieqiangdizihou,chushoukuai。youyushichangyuqigao,3gpaizhaopinpinpaichugaojia。danshijinjiezhezaoyu2000nianitpaomopolie,xianxingdewcdmayunyingshangdunshibeiyadechuaibuguoqi。wodafeng、t-mobilezijinlianpinpinhongdeng,faguodianxinhaiyoubushaorenyinweiyejiyalizisha[1]。
ergaotongzhutuidecdma2000zhenying,shiliruochushouman,fanerxingyundiduoguoleitpaomodepolie,youshouhuoleyigehaokaitou。
buguowulunwcdma,haishicdma2000,yueshiruhuorutu,yueshishenxianyigewenti:wangluojianhaole,danshimeiyouxuqiu。dangnian,shoujipingmuxiao,dianhua、duanxin、tanchishezhiwai,yijiumeiyoushenmeyouqudewanyi。xianran,chengshudeyigsmweibiaozhunde2gwangluojiuyichuochuoyouyu。
yijingchengzhangdaokeyiheouzhoulieqiangduizhizhenqiandegaotong,zhengyuchongchuzhongwei,quefaxianwulukeben。yishenhaoqingwuchufaxiezhishi,duishoudedajunzhenzhong,lianfakeniangongdajian,baibuchuanyang。
lianfakeweizijituichudezheitaogsmjiejuefanganmingmingturnkey-solution。“turnkey”gumingsiyi,xiang“jiaoleyaochi”jiukeyilinbaoruzhudezhufangyiyang,youlezheitaoyixinpianweihexindexitong,renhechangshangzhiyaozhuangshangpingmuhedianchi,jiukeyishengchanshouji。tongshidaidecdmajishufuzayouyougaotongtanlandezhuanlifei,xiangbizhixia,lianfakedeturnkey-solutionjigaoxiaoyoushihui。
lianfakedeturnkeyjianshangdaihuo,dianrandeshiyuanzaidongfangdezhongguoshichang。shijizhichu,zhongguorenduiyushoujidexuqiuganggangsuxing,congshenzhenhuaqiangbeiyanshenquanguo,geleiminjianxiaochangfenfenqianggoulianfaketurnkeyshangxianshoujishengchanxian:zhuang8gekuoyinlaba,yitainckiashoujiholdzhuyiwanguangchangwu;peiyigexiangliezhiwanjuyiyangfaguangdeshoujiwaiqiao,youshiyizhizuixinkuandesamxing。zheiqunbeichengwei“shanzhaiji”deminjianliliang,zaizhongguojingpendeshoujishichangzhong,lirunxiren,quezaiwuyijianeshaletaipingyangbiangaotongdediyiciyewang。
图2:山寨手机
gaoduanjinuojiya,diduanjishanzhaiji,gsmbiaozhungongxiaquanqiurongliangzuida、zengzhangzuikuaidezhongguoshichang。
zhanzhengjieshu,lungongxingshang。
02 多头战争
yishijian,3gyijingshibaidelundiaoshenxuanchenshang。gaotongfenfenbuping,huitoutulianbuzuosheng。buguo,ouzhouguizudeqinggongyandoumeijieshu,yuanfangdelangyanyouranleqilai。
这些年尽管爱立信、诺基亚、高通等争得不可开交,但是人类通信的解决方案一直是CT 行业(Communication Technology)内部的事。而CT诸侯们风风火火各领风骚,终于引得IT行业 (Information Technology)yanhong。wifi,zhengshiitxingyededaibiaozuopin。
yingteerzuoweiitjiedezhiniuerzhe,juededaolezijizheigelaodagechutoudeshihou。bishi,yingteerdexinpian+weiruandewindowscaozuoxitong,zuchengwintelzuhe,zaishijiefanweineihengsaoqianjun,suoxiangpimi。zhongguoniguangnanxiangdapolongduan,weiminzuzaoxin。shixianlexinpiandejishu,queraobuguoxinpiandezhuanli;manmanzhangzheng,raoguolezhuanli,xinzuoyigeriscjiegou,faxianhaidezijizuoyuanxing;dengdaozijizuochuleyuanxing,shenzhilianchanpindouzijizuole,zuihoufaxianmeiyouruanjianyuanyilaipeitaozaoshengtai。zhongguodeminzuxinjihuayinhenerzhong。liujitiaozhanzheguobuwandekan,zuihouhaishibufeichuihuizhilidejiaoshani,yingteer+weiruandejutouliliangrucikepa。
youqudeshi,yinweiyonghutaishao,tengxunzai2016nianxuanbutingzhiweixin、qqruanjianzaiwindows phonexitongshanggengxin。duonianyihou,yimoyiyangdeluoji,yimoyiyangdejiaodu,weiruanbeiyidongshijiededachuanpaoxia。yishihouhua,anxiabubiao。
zhishaodangshi,itxinguifengguangwuer。
wifijishuwending、chengbendi,qiezhangshijianzaisulvshanglingxianyidongwangluo,yishidaxingqidao。neijinian,yigongziqubierenjiazuokedoushizheiyangdazhaohu:nijiazhenpiaoliang,wifimimashiduoshao?facebookdezhakebogehegangtiexiaailong·masikedouyangyan,huichuangjianfugaiquanshijiedewifixitong。itdalaoxinxinmanman,yingteeryiwi-fijishuweihexinyingshengshenggaochuyigewimaxfangan。congerjiangyuanlaideshuangqiangfenzhengbianchenglesanguoyanyi:
欧洲:GSM(2G)、WCDMA/ UMTS(3G)
高通:CDMA(2G)、CDMA2000(3G)
英特尔:Wimax(3.5G)
各大标准既然可以分庭抗礼,难分伯仲,必然各自有各自的利弊。设备商等其他通信行业玩家,在几大标准中的选择近似赌博。选对了,数钱发抖;选错了,输光所有。
zhengzai3gjiansheruhuorutu,shaoqianrumadeshihou。lianfaketuichuturnkeyfangan,shichangfanranxingwu,3gdefengkuangtouzizhuanbuhuilaiqian,2gsulvzugouchengbenyoudi,ganjinlemahuisha,henhengangsm。
chuangyeshiyunian,huaweipingjielangxingwenhuahezhongxinglakaijudachaju,danshizhihoupinpinyacuobao,fanguanzhongxingduduileliuxingyishidexiaolingtongyewu。duoniandechajuzaihenduandeshijianneijiubeimoping,neishizhongxingzuihouyicihehuaweibingjiaqiqu。lishishike,yijingzai3gtourupoduodehuaweidangjiliduan,zhuangshiduanwan,yuchengdongba“umtshegsmxingxiaobu“gaiming“gsmheumtsxingxiaobu”,dixiadexiongdimashangkandongle,diaozhuanqiangtouwanminggangsm,zhuandepenmanboman,wanchenghuaweilishishangfeichangzhongyaodeyicizhuangda。
geluhaoqianggexianshentongzhiji,2007nianjinrongweijibuqierzhi,bazheichangshijidazhanxuanrandeyufabeiliang。meiguolangxuntouzicdmakuisunyanzhongweishenaerkate,bainianlishidebeidianyinweihaoduwimaxpochan,motuoluolafenchaichushou,nuojiyaheximenzihebingqiucun。cengjingchichafengyundejianshi,sidaolintouyeheputongrenyiyang,penchulaidexuezaihanfenglihenkuaijiulengle。tuliuyimoxuesezuowei3gshidaidejipin。
zheixiebahuaweihezhongxinghehuaile,faxianzijizhiyaoshenmedoubiegan,huozhetangdishang,paimingjiukeyicengcengwangshangsheng。
xueranzhanpao,danshihaimeiyoufenchushengfuni,haiyoukouqidedoubuyuanyizou,zijihanweidebiaozhunyidingkeyiyitongtianxia。
zhishimeidangyourenzaicitiqineigegangadewenti,suoyourenhaishiyileng。
yidongshebeiyao3gzheimekuaidewangsuganma?
geluhaojieshaoanwuzao,bufangzhengedaidan。kaiqishidaideren,yijingzailushangle。
03 苹果熟了
加州阳光明媚,叙利亚移民后裔乔布斯(Steve Jobs)shouzhongyikuanmingweiiphonedeshoujiyiyishenghui。
shidaizaicihuachuyidaofenjiexian,qiaobusizhongxindingyileshouji。erbansuiiphone,yijineigejiaozuoappstorederukou,tongxinshijiedeshijizhiwenzhongyuzhaodaoledaan。
3G的通讯速度,在智能手机时代里,能做的事情太多太多了。更大的屏幕,更丰富的内容,那些原本叫嚣着电话和短信就已经足够的人,立刻明白自己错了。尽管黑莓的创始人兼CEO贝尔斯利(Jim Balsillie)henzixindejiancheng,“iphonedechanshengduiwomenyingxiangweihuqiwei”。danshi,wulunshishangwushoujijutouheimei,haishitongzhishijieshoujishichangshiliuniandenuojiya,congbeilaxiashentan,zaidaoputengzhengzhajixia,zuihoushouzhongzhengqin,zhiyongleduanduanjinianshijian。
jiushidaifensuile。xinshidaishangzufatiaodiwangqianchong,mianqianshiyiappweidaibiaodeyidakuaiyoudaikaifadechunvdi,yigebeihourenchengzuo“yidonghulianwang”deshidaidengdaizhejianghuqushouge。
iphonebatongxinshijiedegedabiaozhunjianyueleyibian:
wimaxfangandejuxianxingzuishimingxian。wififugaiyouxian、lianjiefansuo,bingqiezuobudaowufengqiehuan。“daizhenanpengyoudeipadquguimijia,jingranzidonglianjieshanglewifi”,zheiyangdebianlihexingyunzhishuyushaoshuren。
gsmtaimanle,dakaiyahoodewangyedouyao3fenzhong,shidaibixupaoqini。
zaiouzhoudewcdmahegaotongdecdma2000zhongzuoxuanzexianranbushiyijianhennandeshi。
CDMA终于赢了。
gaotongbazijiduiyucdmadeduonianjianchihejileinongsuochengyikexiaolongsnapdragonxinpian,zhuangjinyipiyouyipideiphoneliyuanyuanbuduandixiaowangquanqiu。tongyinian,weitebi,zheiweiquanshijiedierfuyoudeshuxuejia,zhideyimandicongbushenzongtongshouzhongjieguoguojiakexuejiangzhang。xiridehanchuangshusheng,rujinminglishuangshou,dianfengchu,fukanjianghu,youshixinshengyiji。
一流的企业卖标准,二流的企业卖技术,三流的企业卖产品。zaoqiyazhucdmadegaotong,duiwaizhengbiaozhun,ditouzuoshebei,baitianmaishouji,wanshanggaoxinpian。danggaotongpingjiecdmafanganzai3gyouqishi4gshidaizhanjujueduiyoushizhihou,bajizhandengshebeiyewuchushoujileailixin,bashoujiyewudabaojileribenjingci。shoulidehexinyewu,zhiyaoxinpianhezhuanlishouquan,yijingzugou。
gaotongdezhuanlifeishoudebuzouxunchanglu。bierenjiadoushiduimouxiangzhuanlidandudingjia,danshigaotongrenhenshiqiang,jianchianzhaoshoujishoujiade2%zhi5%shouquzhuanlifei。pingguobuganle,zheixienianiphoneyuemaiyuegui,pingguorenweigonglaozaiyuzijiduipingmu、jiesuo、ruanjian、shexiangtoudenggegelingyudechuangxin。pingshenmezheizheixiezengzhiyeyaofenbeigengjinigaotong?zheicaiyoulekaipianxiongdifanmu,judaodantiaodeyimu。
04 中国何处
1G空白、2G跟随、3G参与、4G追赶,是对中国通信领域的准确概括。
wulunshinuojiya,haishilianfaketurnkeyjiejuefanganzaojiudeshanzhaiji,zhongguochengjiuletamenzuideyideshichangchengji。youqizaidaibiao3gdecdmahedaibiao2gdegsmdejiaolizuijiaozhedeshike,wochaodanpingmaimaimai,jiubangyichangguojijiufenfenchushengfu。danshigaigekaifangzhengzheng30niandezhongguo,xianranbuhuiganyuanzhizaiweilaidangyigehaowucunzaigandemaidanzhe。
2009nian1yue,jinrongweijigaochaoyiguo,siwanyicijixianmingjianfa,zhongguoxinchanbubanfa3gpaizhao。zhongguodianxinfuzecdma2000,zhongguoliantongfuzewcdma,erxingyelaodazhongguoyidongbeizhipaichengdanzhongguozixingyanzhidetd-scdmajianshe。
youyugaotongbacdmajishuyingyongnengxiangdaodelujingdouzhucelezhuanli,houlairenchulejiaoqian,zhinengraolu,zhongguozixingyanzhidetd-scdmajiushiyigefeichangraoludefangfa。yunyongzhongpujikunnan,shiyongzhongwentiduoduo。
weiqunzhongguangjiagoubingdezhongguoyunyingshangguatoumoshizaicitixianlezijideliangmianxing。cengjingpingjiegsmyewutangzhezhuanqiandezhongguoyidong,zaiguojiayizhidezhudaoxia,gushenyiren,chengzhezhongguozizhuchuangxindechengguowangqianzou。tongyishijianjian,zhongguoliantonghezhongguodianxindecdmajishudoushijinkoudechengshujishu,yishanglaijiunengdailaibucuodetiyan。zhongguoyidongkanzhezijidegaoduankehuyipipidibeiwazou。
TD-SCDMA难言成功,但是中国人下血本的投资、绝不撤退的意志,让世界看到了中国在通信事业上的决心。oumeimingbai,ruguozhuliutongxinbiaozhundezhidingbuyunxu13yirenkoudezhongguocanyu,neimezheigelijingzugoumonandeguojiajiulaganqiyi,zijigaoyigebiaozhun。
congciyihou,guojizuzhi3gppzaizhidingguojitongxinbiaozhundeshihou,zhongguodeyijiankaishizhubuchengweizhongyaodekaoliang。zheicaiyoule5gbiaozhunyidinghuiyizhongduojiazhongguoqiyedeshenying。
4ghepingguohuxiangchengjiu。pingguowei4gdetisuchuangzaojiazhihexuqiu,erzhengshi4gdexunsupuji,cairangqiaobangzhushengqiantianmaxingkongteliduxingdezhongduan+ios+appstoreshengtaiyouleshixiandekeneng,congerzairenleiwenminglicuikulaxiu,nokiashoujiyichongjikui。jishudetubiantongyanggaibianleguoneijutoumendemingyun。neiyinian,qqbijinglaole,shejiaozhiwangtengxunbeixinruililiangxinlangweibobijinlesijiao,weilegudongmingxingheyijianlingxiukaitengxunweibo,tengxuncongsongiphonedaozhifugaoe“chuangzuofei”,nengyongdezhaoshudouyongle。
tengxunweibobixinlangweibowanshangxian8geyue,danshi8geyuezaichanpinshengminglizugoujiangeyigeshidai。zuolibuandeshenzhenzongbu,tingwenzhangxiaolongzaixingqidezhinengshoujishangkaifaleyikuanjiaozuo“weixin”deyingyong,bingqiexunsutupo1000wanyonghu,mahuatengzhongyusongleyikouqi,congneitianqi,tazaiyebuqinzilamingrenkaitengxunweibole。
05 华为
2019nianshijieyidongtongxindahuimwc,huaweifabuhuishangshuoleyijuhua:
“yaochenggongkaopengyou,yaodadechenggongkaojingzhengduishou。”
duonianqian,huaweihezhongxingzaiouzhoude3gshujukayewuzengzhangxiren。danshizhiyougaotongyigexinpiangongyingshang。gaotongzaihuawei、zhongxingzhijianwanpingheng,baochizijidejueduiyoushi。henduocihuawei、zhongxingyiqiejiuxudanshiyinweinabudaogaotongdexinpian,suoyifabulehuo。shangzhanjiangshili,yidianpiqidoumeiyou。
huaweilishizhongyou“daxu”、“xiaoxu”。daxu,xuwenwei,90niandaihenzhuatongxinxitongxinpian,zhimingdubujixitongkaifadezhengbaoyong、liyinanhuozheshizhongduandeyuchengdong,danshijianshidehexinjishucaishihuaweichenggongdejishi。xiaoxu,xuzhijun,04niankaishiguashuailingdaojinjunxiaofeidianzixinpianshichang。xianxianghaoleyingwenmingchenghuawei silicon,jianxiechenghisilicon,suideminghaisi。mingzidedanshenghegaotongyouzheyiqutonggongzhimiao。
jinianhou,zhichihouyongdehuazhengshiyishujukaxinpianqieruxiaofeidianzixinpianshichang。
看着联发科赚Turnkey-solution的钱,海思眼红,开发了华为的Turnkey方案,妄想也发一笔财。负责营销的副总裁胡厚昆觉得low,混淆华为给自己定位,坚持砍掉了。2009年,郭平带了一封方茂元做的PPT到EMT会议。“消费电子芯片花钱太多,收益有限”的观点一经提出,就像点燃了炸药桶,所有人吵成一团。huaweishoujixinpianhequhecong,daoleyigeguanjianshike。
renzhengfeiqinzipaiban:jiangyidongzhongduanxinpianconghaisizhuanyidaoshoujigongsi。tongyizhanxian,shouji、xinpiangongcunwang。
华为的基带芯片取名巴龙(Balong),是一座位于西藏定日县的雪山,海拔7013米,珠穆朗玛峰的邻居。立志高远,却表现平平,比如工艺40nm的K3V2发热量大,游戏的兼容性若,而同时期的高通APQ8064和exynos4412douyijingyongshangle28、32nmdegongyi。[1]yigongzishihuaweidiyikuanzhinengshoujip1deyonghu,dongtianwozaishoushang,wanquanshengrennuanbaobao。
qianjidaihuaweishouji,chuangyiduoduo,danshizongtifashankechen。yudazuizaifabuhuishangrenaofeifan,jingtouzhiwaiyalishanda。
boguanyuequ,houjibofa。
jinguanmate7xuanzaihepingguo、sanxingtongyuefabu。danshihuaweineibubingmeiyouduizheiyicimaoranjinjungaoduanjibaoyouhengaodeqiwang,beihuoququ30wan。sheizhitongyishiqiiphonexianhaolaiwuyanzhaomen、zhongguojingneimeiyoufuwuqiwenti,zairexinxianquanjingbao。ersanxingnote4yiwaixuanyongsuliaowaiqiao、huadongzhiwendengluohoujishu,laoqishizu。
huaweijingranyiwaituoyingerchu。kanrenaoderen,duiyuyanzhitisheng、zhiwenanya、shangwudingweizanshangyoujia。kanmendaoderen,zantanzheikuanqilinkirin925xinpian,jileinianzhidacheng,geduodaizhibibing,bujinjichengdu、jianrongxing、gputuxingnenglitigao,erqiecaiyong28nmgongyi,zhenzhengyugaotongdegaoduanxinpianzaitongyidangcile。
huaweirenfanshanyueling,youshiyigechunqiule。
jinnianbasailuonei,huaweishuodeneiju:“yaochenggongkaopengyou,yaodadechenggongkaojingzhengduishou。”
yigongzijiuzaitaixia,benshijuwairen,yebujinxinnianyidong,haoqingdousheng。
ershinianqian,cdmahegsmzhizheng,zhongguozhinengfuzeguzhanghemaidan;shinianqian,zhongguozizhuyanfadetd-scdmazhishiyikuanbianyuandecunzai;rujin,zai5gzuixinbiaozhundeyidingshang,gaotongzhutuideldpcmazuoweishujuxindaodebianmafangan,huaweizhutuidepolarmazuoweikongzhixindaodebianmafangan。zhongguoqiyekaishiweixinyidaitongxinbiaozhundezhidinggongxianliliang。
通信江湖的争斗还将继续下去。高通的经历告诉我们,有后来者的进步,就有既得利益者的阻挠。无论是投票事件,还是美国在5G上的处处设难,都提醒着局中人,江湖还是那个江湖。
zaonian,zhongguozaitongxinshiyeshangdelixiangbingbujiyuhuawei。biru,chuangliyutongyishijian,changbeiyonglaibijiaodelianxiang,chushenghao,chengjiyezouzaiqianmian。zaisunhongbinhaishi“xiaosun”deshihou,lianxiangluyongdeyingjieshengqingyisebeidaqinghua,90niandaibangongshiliruguobenkebushiqinghua,doubuhaoyisiherendazhaohu。
现任的CEO杨元庆同样出生豪门,本科上交、研究生中科大。再看民企华为,任正非自己毕业于重庆建筑,徐文伟来自东南大学,华中理工(后来的华中科技)gongxianhuhoukun、guoping、zhengbaoyong、liyinan,zaisuanshangnanjingligongdexuzhijun。meiyoubujingdeyisi,buguorenlaoqueshijiaohuilehoulaile,bushidingjidaxuedenianqingrenzhaoyangkeyidatianxia。jianghuyeyushiniandeng,youqu,youqu。
这两年,60后的郭平英文一直在进步。上个月的巴塞罗那MWC,华为轮值董事长郭平用赣州英文念到:Prism, Prism on the wall, who is the most trustworthy of them all? (棱镜棱镜告诉我,谁是世界上最安全的通信设备?)zaichangdexifangrenduizheichumiaobishenghuakaihuaidaxiao,haiyoujigepengchangdechuilekoushao。
图3:华为轮值董事长郭平在MWC,2019
prism,lengjingjihua,shimeiguoguojiaanquanjushishiduoniandemimijiantingjihua,duonianhoujingqianciaguyuansinuodengxiang《weibao》he《huashengdunyoubao》puguang,shirencaideyizhixiaoneimu。
05 未来
命运的馈赠,都是用你意想不到的方式。
2gshidai,zhongguozhiyoujizhanjiwan;3gshidai,td-scdmajishuxiacida,zhongguoyidongyingzhetoukaoduozaojizhandefangshimibu,youshaoqianyouxiukui;dengdaole4gshidai,quanqiu700wanjizhan,zhongguojizhanzhanle400wange。
根据公式C(光速)=λ(波长)ν(频率),其中光速是常亮,频率越高,波长越短,越趋近于直线传播(绕射和穿墙能力越差)。jiandanlaishuo,cong1gdao5g,bozhangyuelaiyueduan,wancheng5gdeshengtaixuyaogengduogengmidejizhan。cengjinghoufadezhongguo,fanerxianzhi,paodaoleduiwudeqianmian。
不过任正非在接受采访时给过大家告诫:5G实际上被夸大了它的作用,也被更多人夸大了华为公司的成就。实际上现在人类社会对5G还没有这么迫切的需要……不要把5G想象成海浪一样,浪潮来了,财富来了,赶快捞,捞不到就错过了。5G的发展一定是缓慢的。
xiwangyigongzizheipianwenzhangnengbangdajiazhongwentongxinlishi,youqilejie3gdegushi,jiuhuimingbairenlaobingfeibukandao5g,ershishuo,gdejishuyijingchengshu,keyizhicheng5gtongxin,danshi5gdeyingyong,chongfenwajue5gdejiazhi,yinggaishiyigehuanmandeguocheng。
renlaohaiyouyigejingcaidebiyu,xianzaide5gshizuibada,houlongxiao。
最近很多券商、基金的朋友找衣公子聊5G的机会。我当然乐观,但是结束时候还是说,不要让5G步3G的后尘。renleizongshigaoguzuijinliangdaosannianhoudebianhua,erdigushinianhoudebianhua。
那么5G的机会在哪里?不妨梳理一遍5G的四个中心:设备商(华为、爱立信、诺基亚、中兴),运营商(中国移动、AT&T),终端(三星、华为、苹果,以及以核心技术芯片参与其中的高通),应用提供商。
1. 设备商:5gwangluoyaoqiugengduogengmidejizhan,huawei、ailixindengfenfentuichugengminidihaoheshengtaidejizhan,gonghaodifushedi,xiaodaokeyizangzailudengxiaguanggaopaixia。danshizheigexuqiuguigenjiedishi“zaojizhan”,jiranshilaobenxing,jihuishuyuzhangwohexinjishudejutou,qiangzhehengqiang,meiyoujihuiyichu。
2. 运营商:jixuduishangyoucaigoujizhan,duixiayoushoutongxinfei,moshibubian,jihuiyouxian。
3. 终端:sanxinghuaweipingguodouziligengshengtongxinjiejuefangan,qitapinpaihaiyougaotongxinpian。xingyetoubufenfenbaituogaotongdanfei,qitawanjiazhiyaoyuanyijiaogaotongshui,naxinpianhejidai,shengchan5gshoujibunan。ciwai,zhedieping、shexiangtoudechuangxinzhishiweilemaichugengduodeshouji,baxianguohai,gexianshentong。
qiansandazhongxin,gejububian,jihuiyouxian。5gshidaizuidadejihuizaidisigezhongxin——yingyong。
shubenhuashuoguo:“renleizongshibazijimulisuojidebianjiedangzuozheigeshijiedebianjie。”
shixiangyixia,2gshidaikenengliaoweixinma?3gshidaikenengshuadouyinma?tongyang,oumeirenbushiyinweichuantongsuoyifanganyidongzhifu,ershiyinweimeiguoququ20wanjizhan,bufendiyumeiyouxinhao,youxiexinhaowanchengzhifuxuyao1fenzhong,youhuozheshibufenwangluodeyanshibunengrangshangjiadiyishijiantingdao“zhifubaodaozhang10yuan”,tongxinfugaibuzu,biaozhunbutongyi,zaojiutiyanbujia,suoyicaituiguangkunnan。
neimewajue5gjiazhideyingyonghuishizenyangdeni?
如果一个人介绍5G时,举例的第一个描述是“下载一部她的电影只需要几秒钟”,那么这个人就没有抓住5G的重点。
qishi,zaichuanshusudushang,4gfeichanggouyong。5gzuidademeilishidishiyan。4gdeshiyanzaijishizhijibaihaomiao,5gdeshiyanjiangxiajiangdaojihaomiao。renleiganguanwufachajue,danshi,duiyuyiliangshisushangbaideqicheeryan,zhuanwan、chachedezhilingshizhenzhengdefuyin。5gweizidongjiashisonglaizuihouyikuaipintu。
再比如,电脑、手机最重要并且最昂贵的组件是处理器(数据处理)、显卡(图像处理)。只要时延达到理想水平,不妨把处理放在云端,只留下屏幕(显示)和键盘(输入),qibushiyoujingjiyouqiangda?youpcheshoujituijiqitazhinengchanpin,suoweiwanwuhulian,biranxianqiyichangzhizaoyedegeming。
1gkongbai、2ggensui、3gcanyu、4gzhuigan。5gtongbu。zaizheirupuluomixiusiweirenjiandaohuoyibandeshikeli,zhongguodeyouzhizhishidiyicihexifangtongrenzhanzailetongyiqipaoxianshang。
wangshiruyan。yuanfangxiyangcanxue,kuaxiazhanmasiming。
参考资料:[1]. 老兵戴辉,公众号:最牛博弈