【编者按】下游大厂的话语权缺失，上游玩家渐渐布局AI、云计算和车联网等5G的核心应用场景的生意。哪家企业坚守了技术研发的初心，在今天的5G时代的起跑线上，似乎更加不言自明。
本文转自五矩研究社，经亿欧转载，仅供行业人士参考。
shanghaimwczaiyichangnanfangdemeiyuzhonglakailexumu。
早上，熙熙攘攘的人群里挤满了来自5G这个大领域的许多来客，他们有的来自上游的qiye，youdezhishishoujibeibandeshengchanchangjia，haiyoudeshiweishoujipinpaitigongyuyinzhushoufuwudedulituandui。
xiangtongdeyipiantiankongxia，yinweishenfenbutongerchongmanledui5gbutongqingxu。
duiyushouchi5ghexinzhuanlidehuaweihegaotongeryan，5ghaobiyikuaitamenwoyouchanquanzhengdexintudi，erzhongguoyidong、zhongguoliantonghezhongguodianxindengsanjiayunyingshangzegengxiangshizheikuaitudidefangdichankaifashang，wulun5gdeguizeruhebiandong，zhiyao5gdequshihaizai，duitamendeyingxiangdoushi“bolanbujing”。
zhiyuxiayoudeqitagongsi，zuozhe4gshengyideshangrenzaifengkuangcuxiao，zhanzai5gfengkoudetoujikezezaifengkuangbeihuo，dan5gdeguizejiujingruhegaixie，pashiyouzhetaiduodeweizhihebianshuzaidengzhetamendeziwogexin。
huoqixu、huoguanwang、huojiaolv，bubiandeshizheichangyi5glakaishidaixumude“jishuzhanzhengzhong”yingjiatongchidefaze，erzaizheiyangdefazequdongxia，meijiaqiyedouzaiyizhanqianzitaizhunbeizheweilaishiniandeshusiyibo。
shoujizuowei5gdexiaofeixianfeng，benyingshizheichangmwcdezhujiao，ranerzheifenzhujiaoguanghuanquebeihuaweihegaotongzheiyangdejishuxingchangjia，qiangquletaiduodezhumu。
据五矩研究社观察，参与了这次MWC的手机品牌只有华为、OPPO、vivo和sijia，tonglieguochanqianwudexiaomi，zezhizaiyigeyoushangzhantaikandaolehongmik20prodejiqi，bingweichuzhan。
suoyi，zaidiyitiandebaodaozhong，pingxiayinxingshexiangtouheciqiande120wkuaichongjiuchenglezheicimwckaimuqianhejinxingzhong，guanyushoujichangjiade“jishuchuangxin”deweierredian。
danoppofangqimingxingzhanlve，yijizoujishuxinggainiande“xuanchuan”beihou，queyirannanyanquanqiuhuadachaozhongduichanyelianhuayuquandeshishou。
juwujuyanjiushecongsanxingdejishurenyuanneibianlejie：pingxiashexiangtoushigechuangxin，danzheigejishubingbunanshixian，zhishiweilezhuiqiupingmudechengxiangsuzhi，sanxingyizhiweicengcaiyong。
weici，zheimingsanxingjishurenyuanjieshidao：
pingxiashexiangtoushitongguojiangdishexiangtoudejubuxianshixiaoguolaidadaotouguangxing，qiyuanliheguangxuedepingxiazhiwenjishuyizhi，zhishipingxiashexiangtouxuyaodadaodetouguangxingbipingxiazhiwengengduoxie。chuletongguoxishengxianshixiaoguolaitigaotouguangxing，haikeyishiyongheshexiangtoubutongbozhangdepingmufaguangcaizhilaishixian。
genju@qingfengbanxiuchuanchudexijietufaxian，opposhixianpingxiashexiangtoudejixing，zaishexiangtouweizhiyoumingxiandexiangsushuaijian，fuhesanxingjishurenyuandemiaoshu。
来自@清风半袖
lingjuwomencongduogewangzhandejixingxiangxishujuchaxunlejie，muqianopposhoujipingmudezuidagongyingshangjiushisanxing，suoyiduiyupingmushangdexinjishu，chulehuaweiyoujingdongfangzheiyangdebangdingwai，oppopingxiashexiangtoujishudezhengshishangyongdeshijian，pashiyiranyousanxingjueding。
2018nian，idcdengshichangdiaoyanjicengfabuquanqiuzhinengshoujidechuhuoliangq1baogao，genjubaogaoxianshi：zaozai2017nianquanqiuzhinengshoujidechuhuoliangyijingkaishichuxianxiahuaqushi，erguoneizhinengshoujichuhuolianggengshidiepo1yibu。
2nianguohoude2019nian，genjuidcfabudezuixinshujuxianshi：
jinniandiyijiduzhongquanqiushoujishichangzaicizaoyu“handong”，hequniantongshiqixiangbixiajiangle2.4%。erzhongguoshoujishichangzaijinniandiyijiduchuhuoliangtongbixiahuale8%，huanbixiajiangle21%。
suoyi，xiayoudachangdehuayuquanqueshi，zhengzaisuizheshoujishichangdeyuleng，erbianchengleijunjinniannianchushi：“shengsikandan，bufujiugan”dezhengshixuanzhanyu。
zhishi，zhengrurongyaozongcaizhaomingsuoshuo：
“daolejintian，shoujiyijingbushiyigedanchundetongxungongju，tachengzaihenduodongxi。zheixiebushixiaogongsinengzuode，shikejiyujishufazhandejieguo，xuyaohenduodezhicheng，baokuoshenmei、quanqiushejinengli、gongyingliandequdongdengdeng。”
suoyidangshoujichuangxinzourujuejing，wulunshipingmu、chucun、cmosdengchuantonglingyuhaishiaixinpianheshoujixitongdengxinlingyu，dangmeigelingyudouzhiyouyigehuolianggejutoucunzaishi，daduoshushoujipinpaijiuyijingjibenshiqulezhengquhuayuquandequanli。
chengweilebangzaichanyelianzuixiayoudekuligong，beidongchengwei5gshidaixiadecanyuzhe，erbushiyinlingzhe。
shishishang，zaimwczhiqian，oppo、vivo、xiaomihezhongxingjunfabuguo5gdegainianshouji，erzheixieshoujijuncaiyonglegaotongdex50danmojidai。
suoweidanmo，jiushizhichifeidulizuwangde5gxinhao，erbunengzhichizhenzhengdulizuwangde5gwangluo。
duiyuputongxiaofeizhelaishuo：feidulizuwangde5gwangluoxia，5gshoujijinru5gbuxuyaogenghuansimka；erdulizuwangde5gwangluo，5gshoujiyaoxiangjinru5gwangluozexuyaogenghuanzhuanyongde5g simka。
erzaimwcqijian，zhongyidong、zhongdianxin、zhongliantongxianhoufasheng，chengnsazhishi5gshangyongdeguoduxingfangan，2020nianyihoudesadulizuwangcaishizuizhongfangxiang。
suizhesandayunyingshangzai2020nianhou，dui5gwangluomingquebuzhichinsa（feidulizuwang）debiaotai，muqianshimianshangsuoyoushiyonggaotongx50jidaideshoujibaokuo“oppo reno、vivo nex、xiaomimix3yijizhongxingtianjidengyizhongshiyonglegaotong5gfangandeshouji”doujiangzaiweilaishiquzaiguoneidedulizuwanghoude5gzhichi。
suoyi，muqianzhenzhengyiyishangnenggouzhangjiuzhichiguonei5gdeshoujiyezhishenghuaweimate 20xyijia。
ergenjugaotongmingniancaihuiliangchandierdai5gjidaix55dexiaoxilaikan，guoneideyizhongshoujipinpaide5gshoujipashidouyaodengdaojinnianniandiyihoucaihuizhubuchuxian。
jinniandeshiyanjixing，baokuomeitidecepingshuju，quanbulunweilefeidulizuwangde5gshiyanchang。
xiangduiyushengyinjianxiaodeshoujipinpai，huaweihegaotongcaishijishujikeyanzhongdemwczhuli。
yinweizaiyuhuaweihegaotongderenyuandejiechuzhong，womenfaxian：
yongyoutudichanquanzhengdeshangyouwanjia，bujinzaizuozhetudikaifadeshengyi，tongyangyezaihezhongguoyidongzheiyangde“fangdichan”kaifashanghezuozhong，jianjianbujuai、yunjisuanhechelianwangdeng5gdehexinyingyongchangjingdeshengyi。
qizhong，aiheyunjisuandegushi，zaozai2019nianzhiqian，huaweijiuyijingruchang，bingtongguoziyandekunpengchuliqigoujianlehuaweiyunfuwuqi。
dangenjuruijiegongsideyunjisuanfuzerenrenjieshao：
muqianqiyeyunshichangyiranshialiyunzhudao，erhuaweiyunzeshuyuhouqizhixiu，suiranmuqianhuaweiyundeshichangbujialiyun，danyunjisuanzuoweiyigeganggangqibubujiudexinlingyu，huaweiyunheqitaqiyedefuwuyuntigongshang，suizhe5gdexipaiyiranhaiyouxindejihui。
weici，zheimingjishufuzerenjulishuo：biruyixieyoushilidedaxinggongsi，buyuanbazijidehexinshujujieruqitapingtaideyunfuwuqixitong，ruijienengweizheileigongsitigongjiyudulideyunfuwupingtaidajian。
zaiciqiancaifangsuningyundeyimingjishurenyuanshi，suningyunyecengjichuleisidaan：jinguanyingjiatongchidefazehuisuizhejishumenjiandetigaohejinbubei5gfangda，danxifenlingyuyiranhuiyouqitayunfuwucunzaideshichangkongjian。
chuqueyunfuwu，gaotongzaizijiazhantaizhanshidechelianwangxitongsuiranbeimaizangzaiyigebianyuanjiaoluo，danquechenglehuaweiruchangchelianwangtixideyigezhijiejingzhengduishou。
juwujuyanjiushelejie，gaotongtongguozishenzai5gheanzhuojishushangdejilei，yijingrujuchelianwangdexinpianhecaozuoxitongdeshichang。
bingqiegenjuweigaotongkaifazheitaozuhefangandejishurenyuanjieshao：
jiyugaotonghequanqiuyunyingshangdeyouhaoguanxi，gaotongzaichelianwanglingyushuyuheimajixuanshou，yinweiyaoxiangjieru5gwang，chuleyoucpuxinpianhecaozuoxitongwai，jidaiheyunyingshangyiyangbunengluoxia。
dagai，zaiguoshinian，bujieru5gwangluodeqiche，jiuxiangjintianmeiyouanquanqinangdeqicheyiyang。
5gwangluodejieru，chulerangnidechezaixitonggengzhinengwai，tazuidadezuoyongkenenghuishitongguoganzhiqitaqichedeshujuyichang，laibangyonghubimianchehuo。
erzaiwujuyanjiushehezheiminggongchengshijiaoliuqian，juzheiminggongchengshijieshao：ciqianhuaweiyijingyourenhetamenjinxingguoyixiangjiaoliu。
suoyi，keyiyujiandeshi：chelianwangdeshichanghuaweihenkuaiyehuigenjin，bingzaitongyilingyuhegaotongzhankaileisiaishichangshangdeduishouxi。
buguozheixieyu5gjishushendubangdingdehexinlingyuli，pashiyezhiyougaotonghehuaweizheiyangdeqiyecainengshezu，erchelianwangdebujukenenghuiduimuqianzidongjiashishichangdeyiyouwanjiazaochengchongji。
bijing，zheixieshangyouchangjiacaishi5gdehexinjianshezhe，erwurenjiashi、aiheyunjisuandoushuyu5gdeyanshengfuwu。
chulehuawei、gaotongyijiovzheixiemingqueshuyu5gshangxiayouchangjiashenfenwai，shanghaidemwczuishaoyouyibanwanjiashuyufeizhijiede5gchanyelianqiye。
biruzuozhe4k vrshebei、yuyinzhushouhejuyuwangzhinengjiajufuwudechangjia。
julejie，zheixiegongsibingfeizhiyouyigehexinchanpin，ershiweiraoxianzaide4gshichangxuqiuzuolexuduoyansheng。
qizhongzaiyuvrchangjiajiaoliushi，vrchangjiadeyimingxiaoshourenyuangaosuwomen：“5gjiuxianggaosugonglu，jianhaolezongdexuyaoyouchequpao，suoyi4k vrhuiyoujihuichengweiyigexifenshichangdezhuliu”。
shishishang，genjushichangguanchalaikan：vrsuiranzai4ktiyanshangyousuotisheng，danjiyumuqianvrrechaodeshuaitui，yijivrneirongjiyouxishengtaishangdexique，duanqineidevrshichangbingbuhuishixiandabaofa。
suoyi，5gduivrchangjiaeryan，kenengshiyizhongmianxiangweizhideduzhu。
erweileyingdeduzhu，zheixievrdechangjiayebingfeizhizuovryizhongchanpin，ershijiangfengxianfensandaolegegexifenshichanglaiyingjie5g。
zuozhehe5gduidushengyidehaiyouzhinengjiajudewulianwangxinpiantigongshang。
duiyumuqiandezhinengjiajushichangeryan，zhinengdegainianhaiyirantingliuzaiyongyuyinzhushouhuoshoujiappkaiqimouyidianqideshuiping。
suoyi，juwulianwangxinpiandetigongshangjieshao：tamendekehuyibandouhuixuanzezhuanxiangdingzhi，biruxiaomihuiyouxiaomidetixi，gelihuiyougelideyaoqiu。
ertamenrichangzijizuowulianwangdianzishebeideshihou，zegengduotongguowifihuolanyawaijiaappdefangshijinxingkongzhi。
zuoweiwulianwangdicengxinpianjishudetigongzhe，suiranzheiyishichangyouzheyidingdejishumenjian，danyinweiwulianwangdejierufangshirengzaizaoqijieduan，dachangdeshentoucaiganggangkaishi，suoyisuizhesuoyouwulianwangshebeilianjiefangshidezhujiantongyi，5gdebaofazhongyirancunzaizhexuduoweizhi。
genjuzheixiewulianwangxinpiancanzhanchangjia，xianchangzhanshidechengshuchanpinlaikan，muqianyingyongzuiduodelingyuyiranshijienengdeng。zaimiandui5gshidejinxiaoshenwei，buyaneryu。
bijing，shouzhexinpiandechuxinbuhuifancuo，erzaijishuchaoliuzhongzhancuoledui，zekenengshiguwucun。
guanwangyebianchenglezheixiechangjia，dengdai5gluodidezuihaofangshi。
hevryijiwulianwangchangjiadeguanwangbutong，xianshimianbanlingyuyinwei5gdereduertiqianjinrule8kshidai。
dancongfeidulizuwangde5gxianchangwangsulaikan，oppo reno 800mbpsdewangsu，yijingzugouzhichengqi4kshipindepuji。
yinci，4kyijigenggaohuazhide8kxianshiqi，yechengweilemwcdeyigezhongyaofengxiangbiao。
juyijiafuwuyu4kshipinchuanshudegongsijieshao：
he5gdailaideqitaweizhibianhuaxiangbi，gengqingxidexianshishuchushi5gdailaidebiranqushi，tabuyonggaibianxianyoudeneirongzhizuomoshiheshangyegejudetaiduobiandong，qieshichangshangyijingyongyouchengshude4kmianbanchanpin，suoyiduiyu5gshengjieryan，4kjihushigongshi。
congxianchangdeganshoulaikan，huaweidachude“5grang4k/8kjinruqianjiawanhu”debiaoyu，sihuyijingcongshangyouchangjiadui5gdejueduixinghuayuquanzhong，xuanshilezheiyiqushidebiranxing。
erzaihegaotongjishurenyuandexianliaozhong，yiminggaotongdeaijishurenyuanyejieshaoleduishoujiyingjianshebeijinru4kshiqisuozuodezhunbei。
biru4kxianshijishudechengshu，huigaibianxianyoushoujihouzhishexiangmoshidemorenxuanxiang，rangshoujiluzhishipinjinruzhen4kshidai。
weicitajulishuo：suiranxianzaideshoujiyezhichi4k，danyinwei4kshipinguoyupangda，suoyidaduoshushoujizhiyou5fenzhonghuo10fenzhongdeshijianxianzhi。
erweilexiaohua4kdailaidexiaofeibiranxing，duishoujichucungengdadexuqiuyijiduishipinyasuodejishuyehuisuizhidansheng，tongshiweilegenghaodetiyan4k，shoujipingmudegenggaochengxiangsuzhiyijidianchijishudeshengji，yebiantongshichenglezhongzhongzhizhongdejinbukongjian。
julejie，4kshizhi4096×2160xiangsufenbianlvdechengxiangxiaoguo，ermuqianshichangshangsuiran30cunyishangde4kmianbanyijingchengshu，danxiaochicunde4kmianbanjishuqueyiranshoudaochengbenhedianliangxiaohaodengwaibutiaojiandegongyixianzhi。
biruzaiyige6cunpingmushangbuzhi4096×2160xiangsudenandu，shi32cunde4knandudeshubeibuzhi，chuleduijiqidejingmiduchanshenggenggaoyaoqiu，liangpinlvdekongzhiyehuirangchengbenzhixianshangsheng。suoyi，zaimuqianshimianshangkegongkaishoumaideshoujichanpinzhong，chulesuonizhiwai，meiyoudierjiashoujipinpaijinxingguogenjin。
xianzaidegenjin，jiyushoujipingmusuzhidezhiyue，yexurang4kyouxiejilei，dan5gshidailailinhou，4kyinghuichengweisuishenshebeizhurushoujishichangde1080pbiaopei。
erxianshimianbandejishushengjibeihou，meiyounengligenjindexiaogongsijianghuizhubushiqushichanghuayuquan，zhuruchuangwei、jingdongfanghesanxingzheiyangdedagongsizehuizaihuayuquanjiaqiangzhong，zhanlingxiayoupinpaidegengduoyijiaquan。
buguo，chuleshoujixianshipingzhiwai，yushoujiyouguandegegelingyu，xinpian、chucun、shexiangtouheyuyinsuanfadengruanyingjiansaidao，yezhengzaisuizhe5gdelinjinerzouxiangyingjiatongchidefazezhongxin。
zhengruhuaweirongyaodezongcaizhaomingciqiancengfabiaoguode：“quanqiuhuashoujipinpaizhihuishengxia4、5jia”deyanlun。
jishulingyudebileihetuponandu，jiyuyijiaqiyedejiyin、wenhuaheyinglimoshi，yuanyuanbushihulianwangzhongwangainiansuonengqingyidapode“zhilaohu”。
ershishidashidejishuyanfatouru，daxialaidewanlizhangcheng。
qishi，huidaoshinianqian，zaiyouzhedabajihuizhuankuaiqianderizili，najiaqiyejianshoulejishuyanfadechuxin，zaijintiande5gshidaideqipaoxianshang，sihuyijingbuyanziming。