The person in charge of the telecommunications equipment of Samsung Electronics said that it wants to become the mainstream 5G telecom equipment supplier. Naturally, its biggest rival is Huawei, and Huawei has always said that it will challenge Samsung in the mobile phone business in the future. The two are starting to attack each other. Backyard? Let's take a look at the related content with the network communication editor.
Huawei has been doing telecom equipment business for nearly 30 years. Under its efforts, it has become the world's largest telecom equipment supplier. It has beaten Ericsson, the former boss of this field, in terms of revenue and profits. The business is also gradually approaching the ceiling. When the telecommunications equipment business reached its peak, Huawei began to develop its business and mobile phone business, and hoped that these new services would become a new engine to boost Huawei's revenue growth.
In terms of new business, Huawei is currently doing the best mobile phone business. This business revenue has become the second largest source of revenue for Huawei. The data released by it shows that consumer BG revenue for mobile phone business in 2017 reached 283 billion yuan. The year-on-year growth reached 57%; in the same period, the operator's BG revenue was 288.8 billion, a slight decline year-on-year. The revenue generated by the mobile phone business is close to the telecom equipment business. This year, perhaps the mobile phone business revenue will exceed the telecom equipment business.
The success of the mobile phone business is inseparable from the support of telecom equipment. In the early development of the mobile phone business, it relied on the good partnership established by the telecom equipment business and operators for many years to help its mobile phone business start quickly; during the intense price war, The support provided by the telecom equipment business gives it the confidence to carry out the price war. After the rise of OPPO and vivo, it relied on the huge revenue of the overall business to quickly launch the Qianxian Plan to follow up the construction offline channel.
Samsung relies on various businesses to support the development of telecommunications equipment businessWhat Samsung is familiar with is the world's largest smartphone business. In addition, it ranks first in TV, memory chips, small and medium-sized OLEDs, and has the world's leading chips. Manufacturing, chip design, panel and other industries, these industries support each other to form a huge Samsung Electronics Group.
Samsung has long been interested in developing its telecom equipment business. In the 4G era, it tried to launch telecom equipment. However, the final result has not been able to make breakthroughs in the industry. Now the 5G era is coming, Samsung has early layout and actively cooperates with operators around the world. Cooperate to test its equipment and try to open up the situation in the telecom equipment industry.
Samsung is actively developing its telecommunications equipment business. An important factor is estimated to be Huawei's challenge. With the support of telecom equipment, Huawei Mobile has become the world's third largest mobile phone brand. Its shipments in 2017 are close to half of Samsung's. In 2012, Huawei's mobile phone shipments are less than one-tenth of Samsung's! Samsung's entry into the telecom equipment sector can serve as an ignition effect in Huawei's backyard, preventing Huawei's mobile phone from continuing to expand.
Samsung challenges Huawei in the field of telecommunications equipmentFrom the previous Samsung's development of new business, relying on the support of the Group's strong strength, the final success, its entry into the field of telecommunications equipment will bring tremendous pressure on Huawei. In terms of patents, the number of 4G patents held by Samsung and Qualcomm and Huawei reside in In the first camp, the current 5G patent is highly fragmented, and its 5G patent is likely to be similar to Huawei. It is also at the same level as Qualcomm and Huawei in terms of 5G chip development.
In terms of the market, Huawei is difficult to enter due to various factors in the current US market, and Samsung has tested 5G equipment with a number of US carriers. In the European market, Samsung is also providing 5G equipment for UK operators. Currently it is planning to work with South Korea. Operators hope to provide 5G equipment for them. It can be said that Samsung seems to have opened up the situation in 5G equipment. Samsung is likely to start a battle against Huawei in the Indian market. The competition in this market is particularly fierce. The price factor has a great influence. Samsung intends to compete with Huawei in the field of telecommunications equipment. The battle in the Indian market will reflect the willingness of both parties to pay for market share. .
Of course, for Samsung, it is not easy to develop telecom equipment business. The industry needs a large number of skilled technical engineers and good services. In addition to being more aggressive in price wars, Huawei is also willing to provide thoughtful services to operators. This is precisely the problem that Samsung, the new entrant, needs to face.
For Huawei, Samsung has a greater impact on the field of telecommunications equipment. There are only four major telecom equipment vendors in the world, namely Huawei, Ericsson, Nokia and ZTE. In recent years, three companies have been unable to challenge Huawei. The competition in the industry has not been as intense as before, which has made Huawei, the largest telecommunications equipment supplier, enjoy huge profits. Now Samsung’s intention to make a difference in the industry will inevitably lower the overall profit level.
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