Lefeng: 我是邵乐峰，《电子工程专辑》的首席分析师，常驻北京，您现在正在收听的是EE Times On Air。
BRIAN SANTO: This is your Briefing for the week ending December 13th.
BRIAN SANTO: 您正在收听截止12月13日的本周播报。
Qualcomm recently held its annual Snapdragon Tech Summit. Qualcomm’s Snapdragon processors are key components in smartphones, and of course smartphones are the focus of many of the most important trends in the electronics industry. We learned a lot while we were at Qualcomm’s event.
It’s all very exciting, but gosh, don’t take it from me. This is from the promo video that Qualcomm showed at the Snapdragon Tech Summit, leading in to the keynote address by Qualcomm president Cristiano Amon:
QUALCOMM VIDEO VO: The 5G world is here. The experiences you want; tasks you must accomplish; the things, people and places you want to connect to; the demands of the modern world all add up to one fact: You deserve the best. The best means more powerful, enhanced security; unprecedented experiences; next gen artificial intelligence; elite gaming; fully immersive, real-time extended reality; superior battery life; and blazing fast 5G multi-gigabit connectivity with incredible responses. To thrive in a 5G world, you deserve the best. You deserve Snapdragon!
QUALCOMM VIDEO VO: 5G世界近在眼前。你想要的体验；你得完成的任务； 你想连接的事物、人群和地点； 你对现代世界的需求；所有这些加在一起得到一个事实：你值得拥有最好的。 “最好的”意味着更有力, 更强大的安全性；前所未有的经历；下一代AI；精英游戏；完全沉浸式虚拟实时扩展现实；寿命更长的电池；以惊人响应带来5G千兆级极速连接。要在5G世界中蓬勃发展，你值得拥有最好的。你值得拥有骁龙！
BRIAN SANTO: Qualcomm is having foundry TSMC build its new Snapdragon 865. The company is being somewhat vague about the launch date. It’s expecting to introduce the chip sometime around the Mobile World Congress 2020, which means early next year.
BRIAN SANTO: 台积电（TSMC）正为高通代工制造其新产品骁龙865。高通没有明确给出新产品发布日期。 预计将在2020年世界移动通信大会（Mobile World Congress 2020）前后的某个时间推出该芯片，也就是明年年初。
Lefeng Shao is senior analyst at AspenCore China, and he's a regular contributor to EE Times China. Not coincidentally at all, AspenCore is the parent company of EE Times.
Lefeng Shao（邵乐峰）是AspenCore中国的首席分析师， 同时也担任EE Times China的定期撰稿人。 当然，这不是巧合，AspenCore是EE Times的母公司。
That was Lefeng introducing the show today, by the way.
Lefeng happened to be also attending the Qualcomm event, which, you might recall, I generously suggested to Junko that she attend instead of me. Did I mention the event was in Maui? Did I mention that she kept sending me pictures of people in casual wear drinking fruity tropical drinks on the lanai at the hotel?
Lefeng刚好也参加了高通的活动，你可能还记得，我盛情向Junko建议，请她替我参加这次活动。 我是否有提到活动是在毛伊岛举行？ 我是否提到过Junko不断给我发送酒店休闲室里，那些穿着休闲服，喝着热带水果饮料的人们的照片？
Anyway, Lefeng was part of a contingent of more than 60 reporters from China that Qualcomm invited to cover the event. Junko quizzed him on what the Chinese market was looking for out of Qualcomm, how Qualcomm is positioned in China, and how Qualcomm is helping its Chinese partners.
JUNKO YOSHIDA: You know, we spent almost three days here, and what surprised you most?
JUNKO YOSHIDA: 我们在这里待了将近三天，最让你感到惊喜的是什么？
LEFENG SHAO: First of all, I think the Snapdragon 865's launch. Because the Snapdragon 865 is not a SoC chip. Which means the application processor and baseband processor are separated, not integrated.
LEFENG SHAO: 我认为最让人惊喜的是骁龙865的发布，因为骁龙865不是一颗SoC芯片，这意味着应用处理器和基带处理器是分开的，而不是集成的。
JUNKO YOSHIDA: Right. And that was a surprise!
JUNKO YOSHIDA: 对的。那真是一个惊喜！
LEFENG SHAO: Yeah. At least to Chinese engineers, they are so surprised. Because the Huawei HiSilicon Kirin 990, and MediaTek MT6890 and Samsung Exynos 980 are SoC chips. Even the Snapdragon 765 5G chip is a SoC chip. So whether the SoC solution or this disaggregated a solution, which one is better? Maybe every vendor, manufacturer, has its own choice and judgment — we can see what happens in the future. And the supports both sub-6 GHz and millimeter wave in the single chip may be the second highlight for this chip. Because as we know, when a millimeter wave frequency band is used for 5G, there are many challenges that need to be resolved.
LEFENG SHAO: 是的，至少对中国工程师来说，他们是感到惊讶的。因为华为海思麒麟990、MTK 天玑1000和三星Exynos 980都是SoC芯片，甚至骁龙 765 5G也是SoC芯片。那么集成和分立两种解决方案哪个更好？也许每家供应商有着自己的选择和判断，我们可以拭目。在单颗芯片中同时支持6GHz以下频段和毫米波频段可能是该芯片的第二个亮点。 因为我们知道，当毫米波频段被用于5G时，还有许多的挑战需要解决。
JUNKO YOSHIDA: The truth is that 5G, millimeter wave for 5G in the United States, it's very important. But I think what I understand is that, in China, millimeter wave may not be used... well, it's not currently being used and probably may not be used until 2022 or '23. Right? Even then, we're not sure. The mainstream is the sub-6 gigahertz, correct?
JUNKO YOSHIDA: 事实上5G，毫米波对于美国国内的5G来说非常重要。 不过我想我所了解到的是，毫米波在中国可能不会被使用…嗯，它目前尚未被使用，可能要等到2022年或23年才使用。 对吗？ 即使是到那时，我们也不确定毫米波是否会被使用。目前的主流仍然是6GHz以下频段，对吗？
LEFENG SHAO: Yes. You are correct. The third highlight is, through the press conference, we found that Qualcomm spent a lot of time to introduce his application processors', the baseband processors' excellent performance. Such as a camera. Artificial intelligence, games, wireless connections, security. While the traditional CPUs architecture, the benchmarking, the process node, they don't talk too much.
LEFENG SHAO: 是的，你说得对。第三个亮点是，通过新闻发布会，我们发现高通花了很多时间来介绍其应用处理器和基带处理器的出色性能。例如相机、AI、游戏、无线连接和安全性，但是传统的CPU架构、基准测试分数、制程工艺等方面却谈论的比较少。
JUNKO YOSHIDA: Right. Heavy on applications, but light on technical details. And the president of Qualcomm said…
JUNKO YOSHIDA: 对，着重讲了应用，技术细节略过。并且高通总裁表示…
LEFENG SHAO: Yes. He said that Qualcomm's design strategy is never to sacrifice a performance application processor and modem to make SOC. Because he thought AP is the best, baseband is the best. Together Qualcomm can provide the best 5G solution.
LEFENG SHAO: 是的，他表示高通的设计策略——决不牺牲性能应用处理器和调制解调器来制造SOC。 因为他认为AP是最好的，基带是最好的。汇集这些优势，高通可以提供最佳的5G解决方案。
JUNKO YOSHIDA: Doing separately, they can provide the best of each.
JUNKO YOSHIDA: 把节点分开来做，这样他们可以提供最好的解决方案。
LEFENG SHAO: Yeah. We just mentioned the process node technology. I think the first notable point is maybe the process node. Maybe, Junko, you have noticed the 865 adopted 7 nanometers. This technology is the same as the previous generation.
LEFENG SHAO: 是的，我们刚才谈到了工艺节点，我认为第一个值得注意的地方可能正是制程节点。Junko，也许你已经注意到，骁龙865采用了7纳米技术，上一代产品也采用了相同技术。
JUNKO YOSHIDA: The Chinese people were actually expecting this to move forward with maybe something like 5 nanometers? Is that what you guys were expecting?
JUNKO YOSHIDA: 中国客户实际上期望这种技术可能发展达到5纳米左右是吗？ 那是你们所期望的吗？
LEFENG SHAO: Yes. Five nanometers or 7 nanometers plus. I think it's a notable point. but Qualcomm's response is that they need to find some balance points among all kinds of factors such as the cost, the performance, the time to market. It must be careful to think about how to make good and right decisions.
LEFENG SHAO: 是的，5nm或7nm+，我认为这是值得注意的一点。 但是高通回应称，他们需要在各种因素中找到平衡点，例如成本、性能、上市时间，他们必须谨慎考虑如何做出良好且正确的决策。
JUNKO YOSHIDA: So that's the surprise to the Chinese reporter. But let me ask you this: How's Qualcomm positioned in China? I'm kind of curious. For example, if I am a Chinese smartphone vendor, who do I have as an alternative to Qualcomm as my supplier?
JUNKO YOSHIDA: 这让中国记者感到惊讶。让我问你一个问题：高通在中国的定位如何？ 对此我很好奇。例如，如果我是中国的智能手机供应商，那么我可以选择谁来代替高通作为我的供应商？
LEFENG SHAO: I remember that, in January 2018, Qualcomm and his Chinese partners included Lenovo, Oppo, Vivo, Xiaomi, ZTE and another Chinese mobile phone vendor, Wintai. They joint announced a 5G pioneer initiative, aiming to support corporations in the 5G industry and better support the Chinese smartphone industry. Actually, in this Summit, Amo stressed that the 5G pioneer initiative is not over yet. And Qualcomm will continue to increase the support for its partners in China to help customers continue to succeed in the 5G area.
LEFENG SHAO: 我记得2018年1月，高通与其中国合作伙伴，包括联想、Oppo、Vivo、小米、中兴通讯和另一家中国手机厂商闻泰，共同宣布了“5G领航计划”，旨在支持5G产业，并更好地帮助中国智能手机行业发展。 实际上，在这次峰会上，安蒙强调说5G领航计划尚未结束。高通将继续加强其对中国合作伙伴的支持，以帮助客户继续在5G领域取得成功。
JUNKO YOSHIDA: Interesting. So all these Chinese companies are tightly collaborating with Qualcomm.
JUNKO YOSHIDA: 有趣。 因此所有这些中国公司都与高通紧密合作。
LEFENG SHAO: Yes. Yes. As you know, Chinese 5G forerunners like Xiaomi, Oppo have entered the European market. And another Chinese company is One Plus.
LEFENG SHAO: 是的。正如你所知，像小米、Oppo这样的中国5G先行者已经进入了欧洲市场。 还有另一家叫一加手机（One Plus）的中国公司。
JUNKO YOSHIDA: One Plus.
JUNKO YOSHIDA: 一加手机。
LEFENG SHAO: One Plus.
LEFENG SHAO: 一加手机。
JUNKO YOSHIDA: Right. Good point. So Chinese won't stay in China. Right? So the aspiration is, go outside China.
JUNKO YOSHIDA: 是个好观点。所以说中国厂商不会只满足于中国市场。对吗？ 他们的愿望是走出中国。
LEFENG SHAO: Yes. They are so ambitious. And Qualcomm promised to use his global resources to help Chinese customers better understand the needs of the overseas market.
LEFENG SHAO: 是的，他们都是雄心勃勃的企业。 高通也承诺将利用其全球资源来帮助中国客户更好地了解海外市场的需求。
JUNKO YOSHIDA: Qualcomm becomes the guide to the Chinese companies who want to go outside China.
JUNKO YOSHIDA: 高通成为那些想要走出中国去开拓市场的中国公司的向导。
LEFENG SHAO: Definitely. Yeah. Actually, the mobile phone area is only a part of Qualcomm's plan. As far as I know, the areas will expand from the mobile phone to other vertical industrial such as automotive, IoT, smart cities, manufacturing and so on. Qualcomm believes that the number of Chinese partners will grow significantly in this program.
LEFENG SHAO: 绝对是的。实际上，手机领域只是高通计划的一部分。 据我所知，高通还计划将涉及领域从手机扩展到其他垂直行业，例如汽车、IoT、智慧城市、制造业等。 高通相信，其中国合作伙伴的数量将在此计划中大幅增加。
JUNKO YOSHIDA: Wow. You're still talking about the 5G pilot program?
JUNKO YOSHIDA: 哇。你还在谈论5G先锋计划吗？
LEFENG SHAO: No. Besides the 5G. Qualcomm also profits. They want to grow with Chinese partners together.
LEFENG SHAO: 不是。除了5G之外的。高通也会由此获利。他们希望与中国伙伴共同成长。
JUNKO YOSHIDA: I see. And not just in China, but globally.
JUNKO YOSHIDA: 我明白了。不仅是在中国国内，并且是在全球市场中。
LEFENG SHAO: Yeah.
LEFENG SHAO: 是的。
JUNKO YOSHIDA: Okay. Got it.
JUNKO YOSHIDA: 好的，明白了。
LEFENG SHAO: Your second question maybe is difficult to answer.
LEFENG SHAO: 你的第二个问题可能很难回答。
JUNKO YOSHIDA: Alternative to Qualcomm?
JUNKO YOSHIDA: 找到替代高通的供应商吗？
LEFENG SHAO: If I have to answer, maybe MediaTech or Samsung is alternative in the high, high end. Another Chinese company...
LEFENG SHAO: 如果我必须回答的话，那么MediaTech或三星可能是高端产品的替代选项。 另一家中国公司…
JUNKO YOSHIDA: I think it used to be called Spreadtrum Communications, but now it's called Unisoc. And I think this is for the low end smartphone market.
JUNKO YOSHIDA: 我认为这家公司之前叫展讯通信，现在称为紫光展锐（Unisoc）。我认为这家公司是针对低端智能手机市场的替代选项。
LEFENG SHAO: Yes.
LEFENG SHAO: 是的。
JUNKO YOSHIDA: All right, Lefeng. Thanks.
JUNKO YOSHIDA: 好的，谢谢Lefeng。
BRIAN SANTO: Junko also asked Lefeng about how Chinese handset makers are doing outside of China. Lefeng said the Chinese handset manufacturers are selling in Europe, in India, in Southeast Asia, where the biggest market by far is Indonesia.
BRIAN SANTO: Junko还向Lefeng询问了中国手机制造商在中国以外市场的发展情况。 Lefeng表示，中国手机制造商目前也在欧洲、印度、东南亚进行销售，迄今为止，最大的市场是印度尼西亚。
In Europe, Huawei has shipped 11.6 million units in the third quarter in 2019, bringing its market share back up to 20 percent, Lefeng said, citing statistics from Canalys Market Research. Growing sales in central and eastern Europe are more than making up for losses in western Europe, where Huawei’s market share is falling.
Lefeng援引Canalys Market Research的统计数据称，在欧洲，华为在2019年第三季度已出货1,160万台，使其市场份额回升至20％。 华为中欧和东欧的销售增长足以弥补其在西欧的损失；华为在西欧的市场份额正在下滑。
Xiaomi’s shipments in Europe jumped 73 percent, to 5.5 million units. Xiaomi now ranks 4th in market share in Europe.
In India, meanwhile, the top smartphone is one that is manufactured by a local company called OnePlus. Sales of its OnePlus 7 Series of phones have surpassed Samsung and Apple. The company had a 43 percent market share as of the second quarter of this year.
同时，在印度，销量第一的智能手机是由一家名为一加手机的中国本土公司生产的智能手机。其OnePlus 7系列手机的销量已超过三星和苹果。 截至今年第二季度，该公司在印度的市场份额为43％。
In Indonesia, Chinese manufacturer Oppo led the market with a 26 percent market share, followed by Vivo (another Chinese company) and Samsung, according to IDC. Chinese smartphone manufacturers all together in Indonesia control 74 percent of the market.
In Africa, the market is growing fast, Lefeng told Junko. Quoting IDC data, he said, the top three brands on the continent are Transsion (a Chinese manufacturer not well known in western countries), followed by Samsung and Huawei.
The thing about Chinese smartphone manufacturers is that their margins are slim and their revenues are low. So as of the second quarter in 2018 – that’s a year ago, but still – as of the second quarter, Transsion, Huawei, Vivo and Xiaomi together represented 18% of global revenue. By way of contrast, Samsung alone represented 17% of global revenue. By way of further contrast, Apple’s global revenue was four times that of the four Chinese manufacturers combined.
困扰中国智能手机制造商的问题是——利润微薄，盈收很低。 截至2018年第二季度（即一年前，但今年情况仍然如此），截至第二季度，传音，华为，Vivo和小米合计盈收只占全球手机业务收入的18％。 相比之下，仅三星一家就占了全球收入的17％。苹果公司的全球收入是这四家中国手机制造商总收入的四倍，进一步形成鲜明对比。
Now, during a roundtable at the Summit, Qualcomm President Cristiano Amon said of China’s smartphone vendors: “They are already dominating in South East Asia and they are growing and tracking China’s Belt and Road initiative.”
What Lefeng told Junko is that Qualcomm is not only playing a key role in China’s domestic market, but is also actively assisting Chinese OEMs penetrate global markets.
That’s your Weekly Briefing for the week ending December 13th. This podcast is Produced by AspenCore Studio. It was Engineered by Taylor Marvin and Greg McRae at Coupe Studios. The Segment Producer was Kaitie Huss.
这是截至12月13日的本周播报。该播客由AspenCore Studio制作。Coupe Studios的Taylor Marvin和Greg McRae担任设计。Kaitie Huss担任片段制作。
The transcript of this podcast can be found on eetimes.com, complete with links to the articles we refer to, along with photos and video. You can find a new episode every Friday on our web site or via your favorite app for podcasts.
I'm Brian Santo. See you next week.