Qualcomm has had a really uneasy day. Apple, Samsung, and Huawei have not paid for their patent fees. Broadcom has also spotted the opportunity to take advantage of the risk of acquiring itself. The release of Xiaolong 845, the flagship chip next year, is crucial for Qualcomm. If this new chip cannot help itself to stabilize the market and develop new types of products, in the harsh environment of this kind of attack, the future of Qualcomm cannot survive. So this year, Qualcomm prepared the highest level of publicity for its own flagship chip conference, and invited hundreds of global media research institutions to the scene. Terry Myerson, the vice president of Microsoft, Shi Chongxi, chairman of ASUS, and Xiao Lei Jun, the smart phone star company, were all invited to join. Gao Tongliang's three axes are shining, and Apple and Samsung must be gamers. Qualcomm's heart pressure has been placed on the surface. Abandoning Apple’s flagship chip Qualcomm's Snapdragon 845 chip has finally been released. Needless to say, a degraded version of the ARMA75 kernel is enough to confirm Qualcomm's strength, but compared with Apple's A11Bionic chip, CPU performance is still at least a generation level, barely reaching Apple. A10 Fusion standard. Qualcomm didn't even give points to run data this time. Another A75 core clocked at 2.8GHz, but also people doubt the power level of 845. Imagine the kind of retaliatory power-hungry fever of Xiaolong 810 to Xiaolong 821's flagship. Now it is really scary that Android mobile phone manufacturers jumped into Qualcomm's fire pit again. However, this time, Qualcomm has provided a backup solution—four A55 cores that are down-clocked to 1.8GHz, and said that the four small cores can still meet the demand together, and the lower power consumption is only a bit longer. Qualcomm also said that Huawei had "made some voices." At the press conference, it said that its own Ai chip technology has evolved to the third generation. CPUs, GPUs, and ISPs all have Ai neural network cores. However, Qualcomm did not give any substantial performance comparison data. Real. Although this heterogeneous Ai chip solution can help the mobile phone to reduce power consumption to the maximum extent, the peak performance of this solution is greatly reduced. It sounds like the power consumption of the A75 core is too high. Qualcomm has specially developed the Ai core to compress this power. Coffin board consumed. There are no new things worth praising in other areas. The integrated X20 baseband was released at the beginning of the year. Samsung's 10nmLPP process has also been blowing for six months. The Adreno 630 GPU, DynamiQ cluster technology, Hexagon 685 DSP, Spectra 280 ISP are all regular upgrades, and the performance is outstanding. Apple has some features. In particular, the AR-related technologies that the market is unanimously eyeing, and Qualcomm has also achieved the unique features of Apple. However, Qualcomm’s current support for room-scale 6DoF (6DoF) and instant location and map building (SLAM) features are only as good as Apple's. While Apple's ARKit technology has been introduced for half a year, the hardware and software technology market's ecological implementation ability is obviously higher. The remaining SPU security processors have also developed technology for the past three years. Huawei Unicorn and MediaTek also have similar technologies and they are not bad. These are all done well, but there is one big question is: Apple's new Face ID function, when will Qualcomm achieve? At the press conference, Gao Tongyi did not mention this topic. Even the two-day press conference did not compare apples. Although Qualcomm's DynamiQ clustering technology and Spectra280ISP's Color Color Domain support are used to benchmark the iPhone, Qualcomm still avoids Apple. Instead, a sentence to Huawei's Tucao, headlines, swiping around. But Face ID is a fatal problem for the Android camp! If Android cannot quickly implement this new technology, it will have a serious impact on the overall development of Android's AR ecosystem. Want to win apple with win10PC, Intel stood out and disagreed Terry Myerson, Microsoft’s vice president, Shi Chongxi, chairman of Asustek, and Xiao Lei Leijun, are all on the scene, and the bosses will certainly not go away, nor will they simply put their faces together. Qualcomm not only arranged a keynote speech for the three veterans, but also gave us a lot of new cooperation with huge imagination. In summary, it is a three-axe. One is a Qualcomm Snapdragon 835 chip notebook equipped with a Windows 10S system, which is mainly used in the mobile office market. One week's battery life has become the most colorful feature of this new type of product, and it is also the protection for opening the market in the future. Although Intel’s response to this cooperation is very large, it indicates that the company has been working in the real-time connected mobile PC market for many years and has won numerous enterprise-level customers. However, Qualcomm’s win10 PC is not really aimed at Intel. The conference site Asus, Hewlett-Packard demonstrated Qualcomm Snapdragon 835 chip notebook, one is the regular notebook form, the other is the tablet form. Plus 599 US dollars to start the price, directly against Apple's iPad to Mac Book. In fact, the concept of mobile PC is also the concept that Apple has pushed for 20 years. Now Qualcomm obviously wants to stand with Microsoft and use a week of life to eat from Apple's mouth. Of course, the fruit powder will think that Apple disregards this misplaced competition, but does Cook not care about the capital market? So this move is very useful to get out of the game with Apple. At the same time, the platforms of Microsoft's vice president and ASUS chairman proved that Qualcomm has solved the problem of cooperative promotion. Qualcomm also said that related products will enter the market in 2018. Xiaomi Lei Jun also said that he is very interested in such products, and will promote cooperation in the future. This is for Qualcomm, it is successfully developed a new category with a huge demand. Can help Qualcomm improve its performance in the capital market. Qualcomm wants to support millet OPPO vivo and contain Samsung With regard to the issue of cooperation game between Qualcomm and Apple Samsung, Xiaomi Lei Jun’s support has added a lot of light to Qualcomm. Whether Xiaomi can win the first round of Xiaolong 845 has become a hot topic. A reporter at the press conference asked, Apple reduced the impact on Qualcomm chip purchases and Samsung Huawei's own research chips. Qualcomm directly stated: The entire market is dynamically changing. These emerging smartphone companies, Xiaomi OPPO vivo, have performed very well. They can help themselves expand more boundaries. At the same time, Samsung is not optimistic about self-developed chips. And hinted that he wants to help Xiaomi OPPO vivo to enter the European and American markets, compete for Apple's Samsung's market share. Qualcomm's move has little effect on Apple, but it is deadly for Samsung. At least in the capital market, this seems to be the case. The capital market emphasizes research cases. The rise of millet OPPO vivo in the past two years has given plenty of examples for the interpretation of the capital market, which is what Qualcomm most needs. Because in the Chinese market, Xiaomi OPPO vivo has used its own strategy to defeat Samsung. There is such a case first, Samsung must take into account the will of the capital market. Qualcomm’s current priority is to open Samsung through various games and achieve the goal of free choice of partners. Especially in the field of chip foundry is particularly urgent. Since the Samsung OEM Qualcomm chip, Xiaolong 820, 821 two generations of chips have high fever, until Xiaolong 835 is considered to have improved, the Qualcomm pit enough. Now that the chip technology has just been solved, we must follow Apple's patent warfare. Samsung is really shy. Therefore, Qualcomm had to fully support millet OPPO vivo and one plus these emerging smart phone manufacturers. This is the core logic that Xiaomi will be able to win Xiaolong 845 starting next year. In recent years, Xiaomi has also performed very positively in Qualcomm. He not only used Qualcomm chips for various products, but also helped Qualcomm launch a large number of new technologies. Software heartbeat alignment awakening, sunscreen, ultrasonic fingerprinting, and two cooperative Face ID technologies Xiaomi has revealed are the performance of Qualcomm Xiaomi in technical cooperation in recent years. But strangely, Face ID is such a star project that can best boost the performance of Qualcomm’s capital market. Qualcomm did not show it at this conference. Ai+XR, Qualcomm's heart is still very high Qualcomm also demonstrated its efforts to promote rapid commercialization of 5G. It is necessary to promote some 5G technologies in the near future, such as multiple antennas, beamforming, and 60GHz millimeter wave technology, in an attempt to ensure that the entire smart phone market will not be promoted by 5G technology. Too slow, causing stagnation or even a significant decline. Among them, the 802.11ad WiFi technology based on the 60GHz millimeter-wave frequency band is for its own new concept, XR extended reality service. Qualcomm distributes Ai neural network cores to chip CPUs, GPUs, DSPs, and ISPs to reduce power consumption, optimize CV computer vision technology, and improve XR experience. It can be said that Xiaolong 845 chip is a mobile AR/VR/MR device. The best choice. Supporting more color elements, wider color gamuts, and better X-ray technology for better immersion. The newly added room-scale, 6DoF (6DoF), instant positioning and map building (SLAM) functions are also faced with the XR market. With so many new technologies demonstrating Qualcomm's R&D capabilities, it gives the impression that Qualcomm is working on All-inXR. Qualcomm's performance as a result of this hard-fought performance is that its competitor MediaTek’s stock has been directly lowered. Although in the past two years, MediaTek has fully shifted to the Internet of Things market and achieved good results. Things are so weird. Qualcomm's Face ID has not landed, is the biggest flaw In fact, Qualcomm still did not grasp the fundamentals of the smart phone market. The development experience of the entire smart phone market in the past 10 years has taught us that following the pace of Apple, we can guarantee our performance in the market. Full touch screen, Touch ID, 64-bit processors, high-performance cameras and other technologies are all the triggers of the market initiated by Apple. Android phone manufacturers then made pixel-level copies to gain their own place. In the transition period from 3G to 4G, not because of Qualcomm's efforts to promote 4G technology, the smart phone market has escaped the cold winter of the market. Instead, it is relying on the new TouchID technology and 64-bit processor technology introduced by Apple, which has triggered a wave of consumption in the entire market. Only to save the winter crisis. The current market transition from 4G to 5G is much longer than when 3G upgraded to 4G. It is absolutely inevitable to rely on 5G to save the winter. So, this year Apple also gave a new solution in time - Face ID. At present, the upgrade of the hardware and software experience brought by Face ID plus true full screen is extremely amazing, and the surge of iPhoneX also shows the user's recognition of the new form. However, the Android camp has a full screen and a curved screen, but the core Face ID technology has not come into being. This is the core underlying hardware of the future AR software ecosystem! However, we did not see any sign of Qualcomm. Originally thought that Xiaomi Lei Jun stuck to fly from the Wuzhen Internet Conference to the United States, in person for the Qualcomm platform, there will be heavy news of the Face ID. Unfortunately, nothing is. The only PTV computer vision function, PPT, just showed off the existing facial recognition function. This technology has far less experience than Apple's structured light active sampling and recognition technology. To know that before Meizu announced that it would cooperate with MediaTek to develop the Android camp Face ID program, Xiaomi also said that he would collaborate with Qualcomm to develop similar programs. However, there is no indication on such a major occasion. Of course, the new XR extended reality concept introduced by Qualcomm Fusion AR/VR/MR is also very impressive, but it is only a certain improvement in the software experience. This compares with Apple's use of Face ID to come up with super face recognition, and the two Animoji killer applications are still worse than the one hundred thousand miles. Apple has already pointed out a bright road for the smart phone market in 2018 and 2019, but Qualcomm's performance is indeed true: Chen Chen can't do it! Huawei has come up with the Face ID prototype and demonstrated the same software features as Animoji. Why did you not feel any movement? If this continues, Qualcomm is not losing money with Broadcom. After all, the market will not control how wrong you are and how hard you work! Qualcomm's life is not good. In 2018, Android mobile phone manufacturers had no choice but to cover their faces for almost a year. In the future, they could only stand in the middle and low-end and could not stand up.