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Insights Tag： China Unicom

Live Updates from MWC Shanghai 2023

Our analysts Ethan Qi, Jene Park, Soumen Mandal, Ivan Lam, Shenghao Bai, Archie Zhang, Shaochen Wang and Alicia Gong are currently attending the MWC Shanghai 2023 event (June 28-June 30). In the following posts, you will experience the full force of our presence at MWC Shanghai as we provide unique insights from our analysts, unveiling the industry-shaping impact of this remarkable gathering.

Day 1 Highlights:

Consumer Electronics:

Meizu showcases capabilities in ‘device-vehicle integration’

Meizu showcases capabilities in ‘device-vehicle integration’

During MWC Shanghai 2023, Meizu showcased a series of products and technologies, including the Flyme Auto intelligent system-enabled EV models, Meizu 20 flagship smartphone series, Titan glass and the EcarX Antares 1000 Pro computing platform. The Meizu 20 series, released in March 2023, sports the Snapdragon 8 Gen 2 SoC, 6.5-inch OLED display, 144Hz refresh rate and UFS4.0 and LPDDR5X memory combination. The Meizu 20 INFINITY Ultimate Edition features a dual-sided suspended Titan glass design, highlighting the emerging trend of flagship models in China competing to adopt more durable glass materials. Meizu also expects its Flyme Auto system to emerge as a guiding beacon for the deep integration of the smartphone and automotive ecosystems.

Huawei showcases Vision Glass

Huawei showcased its recently launched smart eyewear product Huawei Vision Glass alongside a range of smartphone models and consumer IoT products. Huawei Vision Glass, unveiled in December 2022, features a Micro OLED display that offers an immersive experience equivalent to a 120-inch virtual giant screen. It boasts 1080p full HD resolution and 480nit brightness and supports a wide color gamut of 90% DCI-P3. In addition, it comes equipped with ultra-thin smart speakers and offers adjustable diopters ranging from 0 to 500 degrees.

 

ZTE presents nubia Pad 3D, world’s first AI-based naked-eye 3D tablet computer

ZTE presents nubia Pad 3D

ZTE highlighted the nubia Pad 3D, which showcases the unique “3D light field” technology for superior naked-eye 3D display quality. It also incorporates AI eye-tracking to provide real-time matching of the most comfortable viewing field. Leveraging the AI neural network deep-learning algorithms, it enables instant conversion of 2D content into 3D. During MWC, ZTE announced collaborations with ecosystem partners such as China Mobile Migu, Jiangxi Kejun, China National Publications Import & Export (Group) Corporation and Datang Xishi to provide a wealth of naked-eye 3D scene applications in areas including film and television, live streaming, gaming, education, healthcare, cultural tourism, online conferences, exhibition display, advertising, and more.

Telecom Operators’ Moves

Establishment of China Mobile Metaverse Industry Alliance

Establishment of China Mobile Metaverse Industry Alliance

China Mobile has collaborated with metaverse ecosystem partners to establish the China Mobile Metaverse Industry Alliance. It unveiled the first group of 24 alliance members at the MWC. The alliance comprises content provider Mango TV, providers of content and software development tools such as Unity, AI technologies leader Iflytek, as well as hardware companies like Huawei, NOLO, HTC VIVE and Xiaomi. They will prioritize cooperation in four key areas – metaverse content creation, XR terminals, key technologies and computational networks.

China Mobile’s 5G Use Case

China Mobile showcased a remarkable 5G use case for automated quality inspection, eliminating the need for wired connections.

China Unicom’s 5G solutions

China Unicom unveiled a groundbreaking 5G-connected solution for traffic lights and cameras.

China Telecom reveals development strategy for 6G

China Telecom reveals development strategy for 6G

During his keynote speech at MWC, China Telecom chairman revealed that the company was actively pursuing innovative advancements in the architecture of the simplified 6G network. The research primarily focuses on key core technologies, including near-field cellular integration (P-RAN) and air-space integration. China Telecom will maintain a close collaboration with standardization organizations and industry partners to drive the establishment of globally unified 6G international standards.

Innovations from network, software and component providers

Huawei drives 5G ToB advancement with ‘5G Inside’ technology

Huawei not only perseveres in the development of 5G devices but also drives the advancement of 5G ToB. With 5G Inside, Huawei is collaborating with enterprise customers to deliver customized 5G devices that cater to diverse scenarios and applications.

Huawei’s ‘cloud phone’ solution

Huawei offers a cloud phone solution where users can access separate or multiple virtual phones through a dedicated app. This innovative B2B solution is ideal for companies seeking to secure their digital assets and provide virtual phone solutions for their sales staff. Government entities also show interest in this virtual phone solution, while cloud mobile gaming presents another exciting use case.

Huawei’s 5GC Intelligent Traffic Express Solution

Huawei’s 5Gc Intelligent Traffic Express Solution enables the detection and monitoring of user live-streaming activities. In cases where user experience worsens, extra resources are allocated to VVIP users, providing operators with the opportunity to monetize on individuals requiring fast and prioritized connections, such as live-streaming bloggers.

H3C’s Wi-Fi7 Announcements

H3C showcased a compelling use case of Wi-Fi7 enabling remote schooling. The enterprise gateway has the capability to support hundreds of terminals, including tablets and PCs, simultaneously.

China Broadnet’s Naked-eye Display

China Broadnet presents a rejuvenated concept of naked-eye displays.

STMicroelectronics Announcements

STMicroelectronics’ integrated wearable sensing unit, with accelerometers and gyroscopes integrated, can efficiently process signals and directly translate movements into actionable data for smart wearable devices.

AMD’s RFFE Solutions

AMD has introduced an advanced RF front-end solution designed specifically for small cell systems.

AAC Expands its Optical R&D Strength

AAC is significantly enhancing its optical R&D capabilities, particularly in the field of waveguide technologies.

Tongxin Microelectronics Announcements

Tongxin Micro’s NFC chips find wide applications in wearables and smartphones, having already been integrated into various commercial models. Besides, the company serves as a provider of eSIM chips. A solution combining both technologies is currently in the works.

ams OSRAM Mira050 with Wafer Level Optics (WLO) Demo Kit

 

Smallest lens solution with leading-edge NIR-imaging performance – images are sharp from center to edge of image circle. ams OSRAM designed and produced WLO lens mounted on Mira050 EVK sensor board, actively aligned to optimize image quality. Configurable NIR-designs for wavelengths bands around 850nm or 940nm

Kigen and TMC collaborate to drive eSIM innovation

Kigen and Tongxin Microelectronics Co (TMC) have delivered the first-ever simple, global, secure, commercial and GSMA-certified consumer eSIM solution to empower OEM innovation to meet 5G FWA demand for affordable CPE devices. Lead customers are already developing commercial products based on this offering. The companies are now extending it to general availability.

“Global 5G FWA CPE cumulative revenues are expected to reach over $100 billion during 2020-2030. Bringing down the total cost of 5G FWA CPE is integral to 5G broadband adoption, scale and return on investment for all stakeholders in this price-sensitive segment.” Neil Shah, VP of Research, Counterpoint Research

Read the full release here: https://kigen.com/resources/press-releases/kigen-consumer-esim-os-for-cpe-oem/

Day 2 Highlights:

HONOR Magic V2 foldable smartphone launch event

HONOR Magic V2 foldable smartphone launch event

During the launch event, HONOR CEO George Zhao shared thoughts on innovation in future smartphone products:

  • Inclusion of AI: George thinks that having AI on the device is vital because it would allow users to have multiple-modal interactions and offers better privacy protection in the future digitalized life.
  • Screen size matters but so does the smartphone weight: Future smartphones should be easier to carry around as they need to be.
  • Display technology with eye-care features would become popular: In China, more than 30% of smartphone users use their devices for more than five years. Eye-care display technology addresses the consumer’s concerns.
  • Longer battery life: Customers want devices with longer battery life since they are using them more and more every day.

At the end of his address, Zhao announced that HONOR’s third foldable phone Magic V2 would be launched on July 12 and the product may bring improvements in the abovementioned areas.

Meizu’s announcements

Meizu’s CEO Shen Ziyu keynote speech - MWC Shanghai

Meizu’s CEO Shen Ziyu made a keynote speech today, describing his vision of interconnection between the automotive and smartphone segments. Meizu is now owned by Chinese auto giant Geely. Ziyu said the synergy between the two segments would be brought by the sharing of computing power, data and hardware. Automobile operating systems should also become accessible to the huge application ecosystem of smartphones. The company is also working on an infotainment system called Flyme Auto, which will offer the same smooth user experience as seen in the Flyme OS for smartphones. Flyme Auto will be installed on the upcoming Lynkco 08 and Volvo Polestar for the global market.

Day 3 Highlights

Lenovo updates

  • Lenovo showcased its consumer electronics products such as laptops, tablets and smartphones, including its recently launched foldable Motorola Razr 40 Ultra.
  • Lenovo also had some ToB solutions at its booths, such as AI server, edge computing products, park patrol robot, smart transportation systems and logistics.
  • Lenovo also supports many of the firms in its ecosystem which have stepped into XR optical solutions, live-streaming supporting platforms, network equipment and smart logistic management system.
  • For its smart city business, Lenovo showcased its solutions like smart transportation solutions and city emergency management platform.

China Broadnet showcases new 5G calling features

China Broadnet showcases new 5G calling features

  • Making calls interesting: Users can make calls more fun by using all kinds of emojis with gestures or voice commands.
  • Cartoon video call: Users can create their own digital images that can be displayed when making calls without turning on the camera.
  • Real-time translation: Multilingual real-time translation into text.
  • Smart customer service: Available online 24 hours to answer questions.
  • AI/GPT intelligent call: Using AI/GPT to answer questions.

Keynote: Next frontier for AI

Keynote Next frontier for AI

  • In healthcare, AI can help the doctor detect lesions at an early stage.
  • AI can help cars enable intelligent electrification, networking and information sharing.

Note: Please note that the posts above are still under development and are meant for providing general information only. They should not be considered professional advice. The authors and this website are not liable for any errors or damages resulting from the use of this information.

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5G Connected Cars to Grab 40% of China Market by 2025

Beijing, Hong Kong, New Delhi, London, Seoul, Buenos Aires, San Diego – December 18, 2020

5G connected car sales volume in China will jump to 7.1 million units in 2025, accounting for 40% of the country’s total connected car sales volume, according to the latest research by Counterpoint’s Smart Automotive service. Currently, 4G dominates China’s connected car market. The sales volume of 4G connected cars are expected to reach 7.8 million units in 2020 to account for 95% of the country’s total connected car sales volume. However, with 5G seeing a fast rollout in China and the automotive industry expected to grow faster starting 2021, the share of 5G connected car sales volume will show rapid growth. Government incentives such as a plan to issue US$535.6 billion (RMB 3.7 trillion) special-purpose bonds in 2020 to promote strategic sectors like 5G, Made in China 2025 will also drive 5G adoption by China’s automotive industry. The three state-owned telecom operators in China – China Mobile, China Unicom, and China Telecom – are expected to invest around $184 billion in 5G networks by 2025.

Commenting on the dynamics of China’s connected car market, Senior Analyst Aman Madhok said, ”Despite the impact of COVID-19, China’s connected car sales volume are expected to reach 8.2 million units in 2020, a slight increase of 0.8% YoY from the 8.1 million units shipped in 2019. In terms of the global share, China is expected to grab 26.8% of the sales volume in 2020, becoming the second-largest connected car market. With a projected share of 30%, the US will continue to lead the market while Europe will take the third spot, but with almost the same volume as China.

Exhibit 1: Global Connected Car Sales Volume Share by Country, 2020

Counterpoint Research - Global Connected Car Sales Volume Share by Country, 2020
Source: Counterpoint’s Smart Automotive Service

Looking from the brand perspective, Research Associate Alicia Gong said, “Foreign brands control almost three-quarters of China’s connected car sales volume. Volkswagen Group is the market leader with a 25% share, followed by General Motors and Mercedes Benz. Among local brands, which account for just 12% of the sales volume, Changan is the leader with a 4% share, followed by Geely and SAIC.”

Exhibit 2: Projection for China Connected Car Sales Volume Share by Brand, 2020

 

Counterpoint Projection for China Connected Car Sales Volume Share by Brand, 2020
Source: Counterpoint’s Smart Automotive Service

Another point worth mentioning here is that luxury brands Mercedes Benz, BMW, and Audi have been offering 4G connectivity in most cars since Q1 2019. After Huawei released the world’s first 5G telematics module (MH5000) in April 2019, Audi quickly deployed it in its passenger cars and showcased it at the Beijing-Chongli Expressway demonstration in 2019-end. We expect Audi to launch these models soon, followed by other brands.

The comprehensive and in-depth ‘Global Connected Car Tracker 2020’ is now available for purchase at report.counterpointresearch.com. Feel free to reach out to us at press(at)counterpointresearch.com for further questions regarding our latest research and insights, or for press enquiries.

Background:

Counterpoint Technology Market Research is a global research firm specializing in technology products in the TMT industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analysis of the mobile and technology markets. Its key analysts are experts in the industry with an average tenure of 13 years in the high-tech industry.

Analyst Contacts:

Alicia Gong

Aman Madhok

Counterpoint Research
press(at)counterpointresearch.com

Related Posts

Government Push to Make China a Leader in 5G Connected Cars

Increasing need for real-time cloud computing and fast cloud-car communication is creating a market for 5G-enabled connected cars. Counterpoint estimates that one out of every four connected cars sold in 2025 will have embedded 5G connectivity. China will account for a majority of such cars sold in the next five years.

The Chinese government support for 5G is the key factor responsible for making the country the preferred place for automakers to launch 5G connected cars. China’s top-down approach and the ability to bridge public-private divide through state-owned enterprises is speeding up 5G deployment. Clear road map and investment from the government is creating an environment for 5G that has not been seen anywhere else in the world. For instance, China plans to issue US$535.6 billion (RMB3.75 trillon) special purpose bonds in 2020 to promote development of strategic infrastructure, including 5G network. Furthermore, 5G R&D is being promoted for the last many years.

Initiatives Taken by Chinese Government During Last Decade

Counterpoint: Initiatives taken by Chinese government to promote 5G connected cars

Push from state-owned telecom operators

The three big telecom operators in China – China Mobile, China Unicom and China Telecom – are expected to invest around $184 billion in 5G network by 2025. All the three operators support cooperation in the ecosystem.

  • In 2016, China Mobile along with its 11 partners launched 5G Joint Innovation Centre to promote industry collaboration.
  • In 2018, China Mobile partnered with Baidu for the Apollo open source software platform for autonomous driving.
  • In 2017, China Unicom, ZTE, Datang, FAW and Ford entered a collaboration for pre-crash warning for pedestrians.
  • In 2019, China Unicom and Chery signed an agreement to expand their partnership for 5G, connected and autonomous vehicles.
  • In the 2017 Mobile World Congress, China Mobile, SAIC Motor and Huawei demonstrated the world’s first 5G-based remote driving.
  • In 2019, China Mobile and China Unicom agreed to mutualise their 5G network deployment till 2026 to ensure faster deployment and save $47 billion during 2019-2026.
  • In 2020, Volvo partnered China Unicom to explore V2X and other use cases requiring 5G network.

More than 480,000 5G stations have already been set up in China this year, well on track to reach the 2020 target of 500,000 5G stations.

Definitive industry announcements

Years of efforts on research, deployment and testing of 5G use cases have finally led to building of industry confidence in China.

  • In 2019, Geely announced to offer 5G connected V2X-enabled vehicles in China starting 2021.
  • In 2020, GM announced to equip all new Cadillac models and most Buick and Chevrolet cars in China with 5G by 2022.
  • In 2020, Huawei partnered with 18 automakers to build a 5G-enabled automotive ecosystem for faster deployment of such vehicles in the country.

5G Infrastructure – Share More, Plan Less

As 5G networks roll out globally, operators and administrators are seeking ways to accelerate the benefits of the new technology, while keeping costs, and other potential road blocks, under control.

China Telecom and China Unicom are actively considering sharing infrastructure. China Mobile may also join them; especially for networks in rural areas where the return on investment calculations are harder to justify than in urban settings. The three Chinese operators co-own a tower company, China Tower Corp, so some of the groundwork has already been laid. China Tower Corp has said it has received requests to install 65,000 5G base stations so far – a number it expects to exceed 100,000 by the year end.

China Unicom has said that sharing infrastructure can result in capex savings of between $28 billion and $38 billion — though at least part of those savings represent lost revenue for infrastructure vendors that have been holding out for the 5G spending bonanza. This indicates that the total spend may be considerably less than would otherwise be the case if all operators built their own networks.

In the UK, all four operators have established some form of infrastructure sharing. 3 UK (owned by CK Hutchison) formed a joint venture with T-Mobile (now EE) called Mobile Broadband Network Limited (MBNL). Separately, Vodafone and O2 have a jointly owned company called Cornerstone. Vodafone and O2 are are adding 5G to their existing shared infrastructure. This is a logical move as it minimizes the roll-out costs of the new technology and accelerates time to market – especially in less dense suburban and rural areas that are costly to cover. At the same time, they are providing for greater autonomy in urban areas, where the usage is most intense and therefore offers the greatest return for differentiated offerings. They may open Cornerstone to additional investors that will allow Vodafone and O2 to, partially, monetize their existing investments.

Mobile operators have tended to compete on the basis of network coverage and quality – exemplified by Verizon Wireless’ ‘Can you hear me now?’ advertising campaign of a few years ago. 5G will be no different; we are already seeing competitive shots being fired, with 3 UK claiming it is the only true 5G service provider in the UK, thanks to its 100MHz of contiguous spectrum. The moves toward more infrastructure sharing may not be smooth – but they do make sense in some circumstances. 5G services however, promise to be more complex and diverse than anything we’ve seen before – enabled by the capacity and speed of the technology – and by the increasing use of distributed computing capabilities through things like mobile edge computing (MEC), that will be key to delivering the ultra-low latency services expected in 5G.

In a separate move, the UK government has opened a consultation on whether to allow higher cell towers to be built without additional planning consent being required. The current legislation limits towers to 25 meters. Higher towers can be used to extend coverage in rural areas – and can carry more kit, though the size of antenna systems is tending to shrink with the latest developments.

Other industries often share infrastructure and compete on customer-facing service provision. Mobile network operators are no stranger to this; MVNOs effectively share the infrastructure of the host operators and compete in the provision of service. The most extreme step on this path would be the formation of a single national ‘Net Co’ that would be responsible for building a single wholesale network (SWN) to be used by all operators. It has been tried in a few markets – especially to provide service in areas that would otherwise not be covered, but they’ve not been successful. We expect the SWN model will not be used in 5G, but various forms of infrastructure sharing will increasingly be the norm.

If you would like to talk about 5G with us, Counterpoint’s Neil Shah will be attending the 5G Leadership Summit in Mumbai on August 30th. Follow the link to schedule a meeting with Neil.

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