How strong is it? Huawei Mate60 Pro+and Mate X5 join the Pioneer Program [attach market analysis of satellite communication industry]

Source: Huawei terminal

(Data map)

Huawei announced on September 8 that, Mate60 Pro+and Mate X5 join the Pioneer Program The reservation officially starts at 10:08 today. At present, the price of this model has not been announced yet, and the official deposit is 1000 yuan, which will last for seconds after it is online. As of press release, the first batch of mobile phones has been snapped up, and the official has not announced the time of the second batch of mobile phones.

Huawei Mall Information Display Mate 60 Pro+is the first mobile phone equipped with dual satellite communication in the world, which adopts the design of red ink arc , supporting Tiantong satellite phone and two-way Beidou satellite messages. According to the official website information, the full version price of the two basic models of the Mate60 series has been announced, of which the 12GB+256GB, 12GB+512GB and 12GB+1TB versions of the Mate60 are sold for 5499 yuan, 5999 yuan and 6999 yuan respectively; The 12GB+256GB, 12GB+512GB and 12GB+1TB versions of Mate60 Pro are sold for 6499 yuan, 6999 yuan and 7999 yuan respectively.

At the same time, Huawei Mate X5 has also joined the Pioneer Program, officially opening the reservation. Huawei Mate X5 has ultra-high definition and high resolution environmental dual screens Super perception XMAGE image, Xuanwu tempered Kunlun glass, IPX8 water resistance, Lingxi communication and other configurations. The sales page of Huawei Mall shows that the model is expected to be delivered before September 24. As of 10:10, the model had been sold out, and the status was displayed as out of stock.

After Mate60 Pro supports satellite communication and becomes the world's first popular smartphone supporting satellite calls, Mate60 Pro+is equipped with dual satellite communication, marking Huawei's breakthrough in satellite communication.

It is worth mentioning that on September 6, China Mobile, together with ZTE and DeTec, completed the simulation verification of the first domestic operator NR-NTN low orbit satellite laboratory, Support mobile satellite broadband services. So far, China's mobile phone satellite communication field is far ahead!

Interpretation of the development goals of the satellite communication industry at the national level

The Ministry of Industry and Information Technology pointed out in the 14th Five Year Plan for the Development of Information and Communication Industry that although China's information and communication industry has made remarkable achievements in the past five years, there are still some weaknesses and weaknesses, such as the global layout of international submarine cable, satellite communication network and cloud computing facilities is not perfect. To this end, it is necessary to accelerate the layout of satellite communications. According to the plan of the Ministry of Industry and Information Technology, by 2025, China's satellite communication network construction will initially form an information network covering the world and integrating heaven and earth, Provide global information network services for all kinds of land, sea, air and space users; In terms of satellite application innovation, it is necessary to encourage satellite communication application innovation and promote its application in aviation, navigation, public safety and emergency, transportation energy and other fields.

Global satellite broadband service has great potential

According to SIA statistics, by the end of 2021, the most important market segments of the global satellite communication service industry are satellite TV live broadcast and satellite fixed communication, which respectively account for 77% and 13% of the market shares. This also reflects The development potential of satellite broadband service is huge.

Communication satellites have been vigorously developed by many enterprises

Due to the high cost and poor transmission speed of satellite communication in the past, and the relatively developed construction of ground communication system in China, China's satellite communication market, especially the civil satellite communication market, has a small scale and low penetration rate. According to the statistics of China Telecom, as of the end of 2019, China's satellite communication market had only about 300000 users. However, with the reduction of national key project construction, policy guidance and construction costs, Chinese enterprises have also actively launched several communication satellite constellation plans. In April 2020, satellite Internet was officially incorporated into the national strategy of new infrastructure construction, which is a boost to the development of communication satellites.

Guosen Securities He said that NR-NTN is the core technology of 5G Advanced, and the completion of laboratory simulation verification by operators and equipment manufacturers marks a substantial breakthrough from technical theory to practice. There are 210 million orders for communication satellite chips, which marks the beginning of industrial scale application of high orbit communication satellites in the civil end, Mate60 Pro opens a new chapter for civil use of high orbit communication satellites.

citic securities In the research report, it was pointed out that in recent years, China's sustained policy support and technological progress have provided the basis for the leapfrog development of domestic industries. Referring to the development history of Starlink, It is expected that China's satellite Internet will usher in a golden decade of development, driving the trillion industry scale 。

Essence Securities It was pointed out that in the future, satellite communications will gradually enter the field of consumption, The demand for communication satellites will expand day by day.

Prospective Economist APP Information Group

For more research and analysis on this industry, please refer to the Analysis Report on Market Foresight and Investment Strategic Planning of China's Satellite Communication Industry issued by the Prospective Industry Research Institute

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