What will happen to the mobile industry in 2022?Smartphone competition with its own chips to a new stage (Mynavi News) --Yahoo! News
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9コメント9件From the 24th meeting material of the Ministry of Internal Affairs and Communications "WG on Verification of Competition rules".The Ministry of Internal Affairs and Communications has regarded plans before the revision of the Telecommunications Business Law and the fact that there are still many contractors in the terminal purchase program, and are seeking measures to encourage mobile companies to transfer to new plans.
Former Prime Minister Yoshiyoshi Suga, who has had a huge impact on the mobile phone industry in recent years, has retired, and the price reduction pressure from the government will weaken in 2022.[Image] 2.Looking at the guidelines for the 3GHz band's license, the emphasis is on digital rural city concepts, and the level of maintenance in prefectures, such as remote islands, and the level of maintenance of 5G areas, are trying to highly evaluate the maintenance level in prefectures. As you can see, the government's trends are likely to be greatly noticed over 5G area development and frequency license allocation. Let's predict the trends of the mobile phone industry in 2022. How will 5G maintenance proceed with the "Digital Denenten City National Concept"? From 2018 to 2021, including the Secretary -General, Yoshiyoshi Suga, who had had a huge impact on the mobile phone industry, retired from the prime minister in September 2021. It is thought that the movement around the mobile phone industry and the government will change significantly in 2022, as the influence on the industry has been greatly weakened by Fumio Kishida. To be specific, the trends in lowering mobile phone charges, which have been a big topic in recent years, will be a paragraph. Since there are already many low -priced rates plans, the Ministry of Internal Affairs and Communications will provide a fee plan contractor provided before the revision of the 2019 Telecommunications Business Law rather than directly reducing the price. It seems that we will focus on moving to a plan without "tied up" and encouraging to transfer to a cheap service. Then, whether there is no political impact under the Kishida administration, it is 5G that is likely to be affected. More specifically, 5g area development and frequency band assignment are considered to be greatly affected. This is because the Kishida administration has raised the "Digital Denenten City National Concept", and has shown an attitude that focuses on local digital infrastructure development in order to reduce infrastructure gaps with urban areas. The 5G network is no exception, and it is highly likely that the four mobile phones will urgently develop a 5G area under the Kishida administration. In fact, it is scheduled to be assigned for 5G in 2022 2.Looking at the guidelines for the 3GHz band's licensing, it is one of the comparative review items, such as remote islands, mountain villages, and 5 g of 5 g, in the form of a comparative examination item in the form of a digital rural city state concept. You can see how you are trying to focus on progress. On the other hand, from a mobile phone company, in addition to the deterioration of revenue due to the reduction of the government request, the area development in regions with a small population will have profitability issues. As a result, the government will require initiatives to accelerate infrastructure and some kind of preferential treatment for areas in the region. In response to this, the government ruling party, Liberal Democratic Party and the Komeito Party, confirmed the "Tax Revision of the 4th Final", compiled on December 10, 2021, and implemented it for two years from 2020 to 2 years. It seems that the company has expanded the tax system support measures for the 5G introduction for three years, and seems to be raising a policy to treat deductions in depopulated areas and disadvantageous areas. The career evaluation is two minutes, and the "frequency auction" is one more time over the telecommunications administration, and the frequency auction is likely to attract a lot of attention in 2022. This is an auction method that allows companies that have paid a higher amount of money to acquire a frequency band license, and is already introduced in many countries. The frequency auction has a very highly transparent screening because the license is assigned by money in a sense, and the money spent on a successful bid becomes a government resource, so the administrative side has a very many benefits. 。 On the other hand, for mobile phone companies, the rise in successful bids has significantly increased expenditures, which may affect network investment and subsequent management, and in a sense, it is also a mechanism to say things. There are many disadvantages, such as being disadvantageous for people. For this reason, in Japan, it was once on the verge of introduction, but due to the change of government, it was not introduced after all. However, as the importance of mobile communication in society has increased, and the economic value of radio waves has increased significantly, the Ministry of Internal Affairs and Communications has been in the Inteliments Conference on the Ministry of Internal Affairs and Communications in October 2021. And discussions for the introduction are underway. And around this frequency auction, it seems that the views are greatly divided among mobile phone companies. While the largest NTT DOCOMO shows a positive attitude toward the introduction, the new entry Rakuten Mobile opposes the introduction of pure frequency auctions, and KDDI and SoftBank have not shown any attitude to support the introduction. Hmm. The government will want to introduce a frequency auction in some form, but since the introduction will lose physical strength due to the introduction just because he is in a hurry to develop a 5G network in a low -profitability region, and the area development will be delayed. This is the end of this end. Even if you introduce it, it will be important to design a system that relieves disadvantages, and it will be noted that the final summary scheduled around July 2022 will be drawn to what kind of conclusions will be made. 。 5G utilization methods other than smartphones In terms of 5G areas other than smartphones, KDDI and Softbank, which emphasize the area expansion of 4G frequency bands, achieve the population cover rate of 90 % at the end of March 2022. In addition to planning, NTT DOCOMO, which promotes area maintenance using only a frequency for 5G and focuses on high -speed large -capacity communication, will achieve a population cover rate of 55 % at the end of March 2022. In urban areas, it can be said that 5g antennas will stand and the number of places where high -speed communication will be possible will increase considerably. In the latter half of 2021, many new models, including 5G, were already 5G, up to the middle and low -ends. Therefore, in 2022, 5G smartphones will be commonplace, and only 4G -only terminals will be limited to special applications. It is thought that the 5G will enter the phase that penetrates widely in 2022, so the following steps will be the next step, more specifically, the transition to a stand -alone (SA) operation that can fully demonstrate 5G skills. It is a movement towards. The current 5G is operated by non -stand -Alone (NSA) that realizes some 5G functions based on 4G equipment. However, since the latter half of 2021, three mobile companies are gradually moving to 5g SA operation. Only the high -speed large -capacity communication was realized in 5g in NSA operation, but by shifting to SA, the characteristic functions of 5G, such as low delays and many simultaneous connections, will be fully used. The benefits of us using smartphones are quite limited, but it is said that the use of 5G companies and local governments will progress rapidly due to the transition to SA, and 5G is other than smartphones. It is expected to be used. In that case, 5G may be used for drones and robots, and in more familiar places, VR and AR devices, etc., which will greatly change our lives. It seems that 2022 is 5g, and then the mobile network is a year when the way of mobile networks will change significantly. Focusing on semiconductors, will smartphones evolve in a new stage? That is not the case. In 2022, even in smartphones, new evolution will greatly affect competition. One of them is a semiconductor that has been attracting much attention recently. In 2021, Google introduced the "Pixel 6" series equipped with a unique chipset "TENSOR", which enhanced AI processing, and attracted attention with advanced functions related to cameras and voice recognition. In 2022, the manufacturer's unique semiconductor may be a new differentiation element for smartphones. In fact, Oppo has independently developed an image processing chip "Marisilicon X" that focuses on AI processing, and has been revealed that it will be installed in the Find X series, a flagship model released in 2022. Similar initiatives are expected to go around major world -class manufacturers, and semiconductors are likely to significantly change smartphone competition. And the other is the full -fledged expansion of folding smartphones. In 2021, not only Samsung Electronics, but also Motorola Mobility, Motorola Mobility has introduced a smartphone that can fold the display, but overseas, Xiaomi has also introduced a foldable "Mi mix Fold", and Oppo is "OPPO". Find N "has been entering. For this reason, in 2022, more and more manufacturers in Japan will launch foldable smartphones, and some may be new to entry. If the number of terminals increases and the competition accelerates, the price decline, so I would like to hope that folding smartphones, which had been hesitant to buy at a very high price, will be offered at a price range that is easy to reach. 。
Masahiro Sano
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