Editor's note: The latest news came from the 5G market in mid-January. Due to the dispute over 5G patents, Apple and Ericsson fought a patent war in the United States. The two sides filed a lawsuit and a counterclaim in the court. In this lawsuit, Apple asked the United States to ban the import of Ericsson's telecommunications equipment; in addition, Huawei officially announced that it will participate in MWC22 and will exhibit The latest technology and products in the 5G field; foreign media reported that Apple will launch a new generation of iPhone SE3 and iPad products at the spring conference, which is certainly the largest display of Apple's new products in history. BOE recently announced that its net profit last year hit a record high. Editors comment on four major news.

Apple asks US to ban imports of Ericsson telecom equipment

According to foreign media reports, Apple has fought back in the latest round of patent disputes with Ericsson – Apple has countersued Ericsson and urged the US International Trade Commission (ITC) to ban imports of its mobile infrastructure equipment.

The iPhone maker claims Ericsson's mmWave antenna RUs and baseband units infringe its patents, but it points out that if the ITC supports its request, any devices made by the supplier in the U.S. will not be affected.

Lily Comments: It is reported that Ericsson has filed a lawsuit against Apple in the Eastern District of Texas, and additional lawsuits have been filed in the Western District of Texas and other countries, including Germany, accusing Apple of violating Ericsson's total of 12 independent 5G patents, and asked the US International Trade Commission to ban the import of infringing equipment, and Apple has prepared a counterclaim. The reason for the disagreement between the two parties is naturally the issue of patent fees. Ericsson wants to maintain the current patent fee of $5 (about 31 yuan) per device, but Apple feels that Ericsson is asking too much and is unwilling to pay.

According to Foss Patents, Apple's counterclaim asks the ITC to impose a U.S. import ban on Ericsson's mobile infrastructure products. Apple claims the products infringe on three of its millimeter-wave-related patents. The dispute between the two parties is mainly about 5G patents. Since Apple acquired Intel's modem division, it has a considerable number of 5G patents, which can be used as a bargaining chip for legal proceedings. But Ericsson has a stronger position than Apple in the communications industry. From the perspective of 5G technology patent contribution, Ericsson participated very early and made a great contribution to 5G technology. It depends on which party's patent determination is ultimately supported by the court.

Huawei Officially Announces Participation in Barcelona MWC22

On the afternoon of January 20, Huawei officially announced that it will participate in this year's Mobile World Congress, during which it will release its latest innovations and technologies. Huawei said that the global economy is recovering, and industry digitization is also playing a role in driving economic development. The company is more focused on ecological development, saying that green and low carbon is the common vision of human society, and the same is true of ICT technology.

Lily's comment: According to the official GSMA news, MWC22 will be held in Barcelona, ​​Spain from February 28 to March 3. More than 1,500 exhibitors will participate in February. According to industry news, Huawei may showcase the latest 5G technology, chips and the latest products and solutions in the automotive field in Barcelona, ​​looking forward to the display of new technologies and products from more manufacturers in the 5G field, bringing about a prosperous year for the 5G ecosystem.

The year with the most new products in Apple's history! iPhone SE3, iPad Air take the lead

According to foreign media reports, Apple will launch a new generation of iPhone SE3 and iPad products at the spring conference, which must be the largest display of Apple's new products in history.

Dubbed the iPhone SE 3, it is said to have Face ID, 5G support, and possibly an updated design. Bloomberg Apple reporter Mark Gurman expects that Apple will be the first to release the iPhone SE3 next, which is expected to maintain the design of the original model, but will use the iPhone 13 A15 bionic chip and support 5G services. In addition, a new version of the iPad Air will also be launched, which is also expected to be equipped with the A15 chip.

As for the update of the fall conference, Gurman believes that in addition to the iPhone 14, Apple will update the basic MacBook Pro, iMac, Mac Pro and MacBook Air, in addition, AirPods Pro, three Apple Watches, iPad and iPad Pro are also in the update ranks .

Lily Comments: According to the latest report released by the research institute Canalys, Apple will account for 22% of global smartphone shipments in the fourth quarter of 2021, replacing Samsung Electronics and once again becoming the leading smartphone maker, thanks to the strong demand for the iPhone 13. Quarterly sales champion. The iPhone SE is Apple's entry-level handset, with an average price of $399. Its second-generation iPhone SE2 is second only to the iPhone 11 in sales, with more than 12 million units shipped in the second quarter of 2020. If the iPhone SE3 supports 5G, Face ID, and uses the A15 chip, it is expected that its price will be higher than the previous generation, especially when the chip is generally out of stock.

BOE's net profit in 2021 exceeded 25.7 billion yuan, a record high

On the evening of January 20, BOE Technology Group Co., Ltd. disclosed its 2021 annual performance forecast. It is estimated that the annual operating income will be 215 billion yuan to 220 billion yuan, a year-on-year increase of 59%-62%; The annual performance hit a record high. In the past year, while further consolidating the global leadership of the display business, BOE has actively promoted the strategic transformation of the Internet of Things based on the "1+4+N" aircraft carrier business group, and various smart innovation businesses have achieved rapid growth. .

Lily's comment: According to the results released by BOE's third-quarter report, the company achieved revenue of 163.28 billion yuan in the first three quarters and a net profit of 20.02 billion yuan attributable to the parent. The annual performance forecast is released. The author believes that the revenue in the fourth quarter will reach about 51.8 billion, and the profit may reach 5.7 billion. According to the performance forecast, BOE's annual revenue in 2021 is 135.553 billion in 2020, a year-on-year increase of 53%. Compared with the profit of 5.036 billion yuan last year, the profit increased by 4 times year-on-year. Profitability has been greatly improved.

In 2021, the panel industry will have a long business cycle, and the application scenarios include TVs, mobile phones, car screen displays, laptops, monitors, etc. As a major domestic panel enterprise, BOE has many advantages in technology, production capacity, customers, etc., and the company's shipments have made breakthroughs. Taking flexible OLED panels as an example, in 2021, BOE will achieve leapfrog development in the OLED field, and will ship over 16 million flexible OLED mobile phone panels to Apple in 2021. In addition, BOE supplies ASUS with a 17.3-inch OLED folding notebook display, and jointly with OPPO launched a flexible under-screen camera technology of up to 400 PPI, and supplies the iQOO8, Honor Magic3, Honor 60 Pro, and Honor Magic V mobile phones based on f-OLED Screens with high-end flexible display technology.

According to official data from BOE, OLED shipments in a single month in December exceeded 10 million. According to Sigmaintell's data, BOE's annual shipments of flexible OLED smartphone panels in 2021 will be about 60 million, a year-on-year increase of 60%. The shipment of flexible displays ranks first in China and second in the world. According to industry estimates, the penetration rate of AMOLED panels for smartphones last year was about 42% last year, and will increase to 46% in 2022. BOE's OLED display shipments continue to be optimistic.

In addition, in 2021, BOE proposed the "Internet of Things on Screen" strategy, the transformation of the Internet of Things will continue to deepen, and the "1+4+N" business will develop rapidly, with the display business as the main channel and the focus on sensors. The four fields of Mini LED, smart system, and smart medical industry are fully integrated into IoT scenarios including smart car connection, smart retail, smart finance, industrial Internet, smart park and smart city.


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