Qualcomm Affirms Dozens of Carrier & Manufacturer Partnerships For 5G Trials & 2019 Product Launchesby Ryan Smith on February 8, 2018 7:30 AM EST
With carrier trials for 5G New Radio (NR) cellular communications set to take place later this year, the marketing, promotion, and technical disclosures around 5G technology are picking up at a rapid pace. Similar to what we saw with the launch of LTE networks and devices just short of a decade ago, carriers, device manufacturers, and chipset providers are all anticipating 5G to be a significant market growth opportunity, and as such are all racing to implement the technology into their networks and handsets. At the same time, of course, there is also a significant amount of jockeying for position among all of the parties to be the first to deliver a complete 5G ecosystem, and consequently the bragging rights and potential profits that come from being first.
Arguably at the head of the pack on the user equipment (handset) side is Qualcomm, the 800lb gorilla of the mobile world. The backbone of the company’s business is built around developing cellular technologies and standards, so the company is significantly invested into 5G and is looking to maintain their leadership status for the next generation. To date the company has already announced their first discrete 5G modem, the Snapdragon X50, and with trials less than a year away, they’re already starting to count up the number of carrier and OEM partnerships around the still in development modem.
All told, Qualcomm believes they’re 1-2 years ahead of the competition in the 5G modem space. And while we’re still far enough out that this remains to be seen – Intel wants to ship their own modem in 2019 as well – for the moment Qualcomm does have the edge in as much as they’ve already shown demos of X50 prototypes in action. This also means that at least for the moment, they’re the only game in town for high-performance 5G modems.
To that end, hitting the wire today are a pair of announcements from Qualcomm, who is affirming the dozens of partnerships the company has inked both with carriers and handset manufacturers regarding the use of the X50 modem. Some 18 carriers will be including Qualcomm’s X50-based 5G smartphone reference design in their live trials later this year, and the list is basically a who’s who of carriers. This includes AT&T, Verizon, China Telecom, Orange, and SK Telecom. Notably, all 18 carriers will be testing both the sub-6GHz and all-important millimeter wave frequency bands as part of their trials.
Meanwhile on the handset side of matters, 19 OEMs have now signed on to build and release handsets based around the X50 modem in 2019. As you might expect given Qualcomm’s projected lead, this list of 19 OEMs amounts to just about everyone in the industry, from HTC to OPPO to Xiaomi. In fact it’s probably easier to talk about who isn’t on the list, which are the Big 3: Apple, Samsung, and Huawei. Which as all three design their own SoCs – and in Apple’s case, is also currently involved in litigation with Qualcomm – this is essentially all the vendors Qualcomm could hope to sign in advance and get to agree to such an announcement.
Overall these announcements are definitely a bit of chest-beating on Qualcomm's part, as we’re talking about handsets and networks that won’t be available for over a year. But at the same time it marks the start of the broader 5G adoption process: with the first standard complete (release 15), 5G is no longer an abstract concept, but instead is a near-complete technology that is now less than one complete product development cycle away from being a commercial product. So it is in Qualcomm’s own best interests to continue to woo both technology companies and consumers. Especially as while Qualcomm’s big vision for 5G involves a lot more than just smartphones, it will be consumer demand for the technology that spurs on the creation of the first 5G networks.
Though for that matter it will be interesting to see just what the inclusion of the X50 modem means for handset designs in 2019. Qualcomm has previously revealed that the X50 modem is 5G-only – so it doesn’t include LTE/3G/2G connectivity – meaning that handset manufacturers will still need to incorporate an additional LTE modem (either discrete or as part of the phone’s primary SoC), increasing the total chip count of a handset. Coupled with the array of antennas needed to efficiently work with millimeter wave frequencies, and it definiately puts some pressure on the limited internal volume of phones. With so many manufacturers signed on to use the X50, it may mean that we'll get to see high-end 2019 phones finally break the status-quo in phone design of the last few years in order to accommodate the 5G technology.
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Ananke - Friday, February 9, 2018 - linkThe big business to grab is not just phones. In US it is the access to the last mile Internet delivery, which is more than $100 bln annual market - data, TV, video streaming etc. Verizon wants the money that Comcast, Time Warner and ATT make.
Kidster3001 - Friday, February 9, 2018 - linkThat's what I'm looking forward to! Phones already have enough speed/bandwidth for me. To have no more reliance on the cable running to my house, just have everything beamed in on 5G, would be very nice. Should make it much easier to change providers. They can fight for my $$ like the mobile carriers do. Only a couple years away!