Lefeng: 我是邵樂峰，《電子工程專輯》的首席分析師，常駐北京，您現在正在收聽的是EE Times On Air。
BRIAN SANTO: This is your Briefing for the week ending December 13th.
BRIAN SANTO: 您正在收聽截止12月13日的本周播報。
Qualcomm recently held its annual Snapdragon Tech Summit. Qualcomm’s Snapdragon processors are key components in smartphones, and of course smartphones are the focus of many of the most important trends in the electronics industry. We learned a lot while we were at Qualcomm’s event.
高通（Qualcomm）近期舉行了年度驍龍技術峰會。高通的驍龍處理器是智慧型手機中的關鍵組件，當然，智慧型手機是電子行業許多重要趨勢中最受關注的焦點。在參加高通活動期間，我們學到了很多。
It’s all very exciting, but gosh, don』t take it from me. This is from the promo video that Qualcomm showed at the Snapdragon Tech Summit, leading in to the keynote address by Qualcomm president Cristiano Amon:
峰會上的一切都非常令人興奮，但是天啊，只能看不能帶走。這是高通在驍龍技術峰會上展示的促銷視頻，導入到高通總裁Cristiano Amon發表的主題演講：
QUALCOMM VIDEO VO: The 5G world is here. The experiences you want; tasks you must accomplish; the things, people and places you want to connect to; the demands of the modern world all add up to one fact: You deserve the best. The best means more powerful, enhanced security; unprecedented experiences; next gen artificial intelligence; elite gaming; fully immersive, real-time extended reality; superior battery life; and blazing fast 5G multi-gigabit connectivity with incredible responses. To thrive in a 5G world, you deserve the best. You deserve Snapdragon!
QUALCOMM VIDEO VO: 5G世界近在眼前。你想要的體驗；你得完成的任務； 你想連接的事物、人群和地點； 你對現代世界的需求；所有這些加在一起得到一個事實：你值得擁有最好的。 「最好的」意味著更有力, 更強大的安全性；前所未有的經歷；下一代AI；精英遊戲；完全沉浸式虛擬實時擴展現實；壽命更長的電池；以驚人響應帶來5G千兆級極速連接。要在5G世界中蓬勃發展，你值得擁有最好的。你值得擁有驍龍！
BRIAN SANTO: Qualcomm is having foundry TSMC build its new Snapdragon 865. The company is being somewhat vague about the launch date. It’s expecting to introduce the chip sometime around the Mobile World Congress 2020, which means early next year.
BRIAN SANTO: 台積電（TSMC）正為高通代工製造其新產品驍龍865。高通沒有明確給出新產品發布日期。 預計將在2020年世界移動通信大會（Mobile World Congress 2020）前後的某個時間推出該晶片，也就是明年年初。
Lefeng Shao is senior analyst at AspenCore China, and he's a regular contributor to EE Times China. Not coincidentally at all, AspenCore is the parent company of EE Times.
Lefeng Shao（邵樂峰）是AspenCore中國的首席分析師， 同時也擔任EE Times China的定期撰稿人。 當然，這不是巧合，AspenCore是EE Times的母公司。
That was Lefeng introducing the show today, by the way.
順便一提，今天是Lefeng帶來的節目開場介紹。
Lefeng happened to be also attending the Qualcomm event, which, you might recall, I generously suggested to Junko that she attend instead of me. Did I mention the event was in Maui? Did I mention that she kept sending me pictures of people in casual wear drinking fruity tropical drinks on the lanai at the hotel?
Lefeng剛好也參加了高通的活動，你可能還記得，我盛情向Junko建議，請她替我參加這次活動。 我是否有提到活動是在毛伊島舉行？ 我是否提到過Junko不斷給我發送酒店休閒室里，那些穿著休閒服，喝著熱帶水果飲料的人們的照片？
Anyway, Lefeng was part of a contingent of more than 60 reporters from China that Qualcomm invited to cover the event. Junko quizzed him on what the Chinese market was looking for out of Qualcomm, how Qualcomm is positioned in China, and how Qualcomm is helping its Chinese partners.
言歸正傳，Lefeng是受高通邀請參加此次活動，來自中國的60多名記者隊伍的一員。 Junko詢問了他，關於高通在中國市場的需求，高通在中國的定位，以及高通是如何幫助其中國合作夥伴的。
JUNKO YOSHIDA: You know, we spent almost three days here, and what surprised you most?
JUNKO YOSHIDA: 我們在這裡待了將近三天，最讓你感到驚喜的是什麼？
LEFENG SHAO: First of all, I think the Snapdragon 865's launch. Because the Snapdragon 865 is not a SoC chip. Which means the application processor and baseband processor are separated, not integrated.
LEFENG SHAO: 我認為最讓人驚喜的是驍龍865的發布，因為驍龍865不是一顆SoC晶片，這意味著應用處理器和基帶處理器是分開的，而不是集成的。
JUNKO YOSHIDA: Right. And that was a surprise!
JUNKO YOSHIDA: 對的。那真是一個驚喜！
LEFENG SHAO: Yeah. At least to Chinese engineers, they are so surprised. Because the Huawei HiSilicon Kirin 990, and MediaTek MT6890 and Samsung Exynos 980 are SoC chips. Even the Snapdragon 765 5G chip is a SoC chip. So whether the SoC solution or this disaggregated a solution, which one is better? Maybe every vendor, manufacturer, has its own choice and judgment — we can see what happens in the future. And the supports both sub-6 GHz and millimeter wave in the single chip may be the second highlight for this chip. Because as we know, when a millimeter wave frequency band is used for 5G, there are many challenges that need to be resolved.
LEFENG SHAO: 是的，至少對中國工程師來說，他們是感到驚訝的。因為華為海思麒麟990、MTK 天璣1000和三星Exynos 980都是SoC晶片，甚至驍龍 765 5G也是SoC晶片。那麼集成和分立兩種解決方案哪個更好？也許每家供應商有著自己的選擇和判斷，我們可以拭目。在單顆晶片中同時支持6GHz以下頻段和毫米波頻段可能是該晶片的第二個亮點。 因為我們知道，當毫米波頻段被用於5G時，還有許多的挑戰需要解決。
JUNKO YOSHIDA: The truth is that 5G, millimeter wave for 5G in the United States, it's very important. But I think what I understand is that, in China, millimeter wave may not be used... well, it's not currently being used and probably may not be used until 2022 or '23. Right? Even then, we're not sure. The mainstream is the sub-6 gigahertz, correct?
JUNKO YOSHIDA: 事實上5G，毫米波對於美國國內的5G來說非常重要。 不過我想我所了解到的是，毫米波在中國可能不會被使用…嗯，它目前尚未被使用，可能要等到2022年或23年才使用。 對嗎？ 即使是到那時，我們也不確定毫米波是否會被使用。目前的主流仍然是6GHz以下頻段，對嗎？
LEFENG SHAO: Yes. You are correct. The third highlight is, through the press conference, we found that Qualcomm spent a lot of time to introduce his application processors', the baseband processors' excellent performance. Such as a camera. Artificial intelligence, games, wireless connections, security. While the traditional CPUs architecture, the benchmarking, the process node, they don't talk too much.
LEFENG SHAO: 是的，你說得對。第三個亮點是，通過新聞發布會，我們發現高通花了很多時間來介紹其應用處理器和基帶處理器的出色性能。例如相機、AI、遊戲、無線連接和安全性，但是傳統的CPU架構、基準測試分數、製程工藝等方面卻談論的比較少。
JUNKO YOSHIDA: Right. Heavy on applications, but light on technical details. And the president of Qualcomm said…
JUNKO YOSHIDA: 對，著重講了應用，技術細節略過。並且高通總裁表示…
LEFENG SHAO: Yes. He said that Qualcomm's design strategy is never to sacrifice a performance application processor and modem to make SOC. Because he thought AP is the best, baseband is the best. Together Qualcomm can provide the best 5G solution.
LEFENG SHAO: 是的，他表示高通的設計策略——決不犧牲性能應用處理器和數據機來製造SOC。 因為他認為AP是最好的，基帶是最好的。匯集這些優勢，高通可以提供最佳的5G解決方案。
JUNKO YOSHIDA: Doing separately, they can provide the best of each.
JUNKO YOSHIDA: 把節點分開來做，這樣他們可以提供最好的解決方案。
LEFENG SHAO: Yeah. We just mentioned the process node technology. I think the first notable point is maybe the process node. Maybe, Junko, you have noticed the 865 adopted 7 nanometers. This technology is the same as the previous generation.
LEFENG SHAO: 是的，我們剛才談到了工藝節點，我認為第一個值得注意的地方可能正是製程節點。Junko，也許你已經注意到，驍龍865採用了7納米技術，上一代產品也採用了相同技術。
JUNKO YOSHIDA: The Chinese people were actually expecting this to move forward with maybe something like 5 nanometers? Is that what you guys were expecting?
JUNKO YOSHIDA: 中國客戶實際上期望這種技術可能發展達到5納米左右是嗎？ 那是你們所期望的嗎？
LEFENG SHAO: Yes. Five nanometers or 7 nanometers plus. I think it's a notable point. but Qualcomm's response is that they need to find some balance points among all kinds of factors such as the cost, the performance, the time to market. It must be careful to think about how to make good and right decisions.
LEFENG SHAO: 是的，5nm或7nm+，我認為這是值得注意的一點。 但是高通回應稱，他們需要在各種因素中找到平衡點，例如成本、性能、上市時間，他們必須謹慎考慮如何做出良好且正確的決策。
JUNKO YOSHIDA: So that's the surprise to the Chinese reporter. But let me ask you this: How's Qualcomm positioned in China? I'm kind of curious. For example, if I am a Chinese smartphone vendor, who do I have as an alternative to Qualcomm as my supplier?
JUNKO YOSHIDA: 這讓中國記者感到驚訝。讓我問你一個問題：高通在中國的定位如何？ 對此我很好奇。例如，如果我是中國的智慧型手機供應商，那麼我可以選擇誰來代替高通作為我的供應商？
LEFENG SHAO: I remember that, in January 2018, Qualcomm and his Chinese partners included Lenovo, Oppo, Vivo, Xiaomi, ZTE and another Chinese mobile phone vendor, Wintai. They joint announced a 5G pioneer initiative, aiming to support corporations in the 5G industry and better support the Chinese smartphone industry. Actually, in this Summit, Amo stressed that the 5G pioneer initiative is not over yet. And Qualcomm will continue to increase the support for its partners in China to help customers continue to succeed in the 5G area.
LEFENG SHAO: 我記得2018年1月，高通與其中國合作夥伴，包括聯想、Oppo、Vivo、小米、中興通訊和另一家中國手機廠商聞泰，共同宣布了「5G領航計劃」，旨在支持5G產業，並更好地幫助中國智慧型手機行業發展。 實際上，在這次峰會上，安蒙強調說5G領航計劃尚未結束。高通將繼續加強其對中國合作夥伴的支持，以幫助客戶繼續在5G領域取得成功。
JUNKO YOSHIDA: Interesting. So all these Chinese companies are tightly collaborating with Qualcomm.
JUNKO YOSHIDA: 有趣。 因此所有這些中國公司都與高通緊密合作。
LEFENG SHAO: Yes. Yes. As you know, Chinese 5G forerunners like Xiaomi, Oppo have entered the European market. And another Chinese company is One Plus.
LEFENG SHAO: 是的。正如你所知，像小米、Oppo這樣的中國5G先行者已經進入了歐洲市場。 還有另一家叫一加手機（One Plus）的中國公司。
JUNKO YOSHIDA: One Plus.
JUNKO YOSHIDA: 一加手機。
LEFENG SHAO: One Plus.
LEFENG SHAO: 一加手機。
JUNKO YOSHIDA: Right. Good point. So Chinese won't stay in China. Right? So the aspiration is, go outside China.
JUNKO YOSHIDA: 是個好觀點。所以說中國廠商不會只滿足於中國市場。對嗎？ 他們的願望是走出中國。
LEFENG SHAO: Yes. They are so ambitious. And Qualcomm promised to use his global resources to help Chinese customers better understand the needs of the overseas market.
LEFENG SHAO: 是的，他們都是雄心勃勃的企業。 高通也承諾將利用其全球資源來幫助中國客戶更好地了解海外市場的需求。
JUNKO YOSHIDA: Qualcomm becomes the guide to the Chinese companies who want to go outside China.
JUNKO YOSHIDA: 高通成為那些想要走出中國去開拓市場的中國公司的嚮導。
LEFENG SHAO: Definitely. Yeah. Actually, the mobile phone area is only a part of Qualcomm's plan. As far as I know, the areas will expand from the mobile phone to other vertical industrial such as automotive, IoT, smart cities, manufacturing and so on. Qualcomm believes that the number of Chinese partners will grow significantly in this program.
LEFENG SHAO: 絕對是的。實際上，手機領域只是高通計劃的一部分。 據我所知，高通還計劃將涉及領域從手機擴展到其他垂直行業，例如汽車、IoT、智慧城市、製造業等。 高通相信，其中國合作夥伴的數量將在此計劃中大幅增加。
JUNKO YOSHIDA: Wow. You're still talking about the 5G pilot program?
JUNKO YOSHIDA: 哇。你還在談論5G先鋒計劃嗎？
LEFENG SHAO: No. Besides the 5G. Qualcomm also profits. They want to grow with Chinese partners together.
LEFENG SHAO: 不是。除了5G之外的。高通也會由此獲利。他們希望與中國夥伴共同成長。
JUNKO YOSHIDA: I see. And not just in China, but globally.
JUNKO YOSHIDA: 我明白了。不僅是在中國國內，並且是在全球市場中。
LEFENG SHAO: Yeah.
LEFENG SHAO: 是的。
JUNKO YOSHIDA: Okay. Got it.
JUNKO YOSHIDA: 好的，明白了。
LEFENG SHAO: Your second question maybe is difficult to answer.
LEFENG SHAO: 你的第二個問題可能很難回答。
JUNKO YOSHIDA: Alternative to Qualcomm?
JUNKO YOSHIDA: 找到替代高通的供應商嗎？
LEFENG SHAO: If I have to answer, maybe MediaTech or Samsung is alternative in the high, high end. Another Chinese company...
LEFENG SHAO: 如果我必須回答的話，那麼MediaTech或三星可能是高端產品的替代選項。 另一家中國公司…
JUNKO YOSHIDA: I think it used to be called Spreadtrum Communications, but now it's called Unisoc. And I think this is for the low end smartphone market.
JUNKO YOSHIDA: 我認為這家公司之前叫展訊通信，現在稱為紫光展銳（Unisoc）。我認為這家公司是針對低端智慧型手機市場的替代選項。
LEFENG SHAO: Yes.
LEFENG SHAO: 是的。
JUNKO YOSHIDA: All right, Lefeng. Thanks.
JUNKO YOSHIDA: 好的，謝謝Lefeng。
BRIAN SANTO: Junko also asked Lefeng about how Chinese handset makers are doing outside of China. Lefeng said the Chinese handset manufacturers are selling in Europe, in India, in Southeast Asia, where the biggest market by far is Indonesia.
BRIAN SANTO: Junko還向Lefeng詢問了中國手機製造商在中國以外市場的發展情況。 Lefeng表示，中國手機製造商目前也在歐洲、印度、東南亞進行銷售，迄今為止，最大的市場是印度尼西亞。
In Europe, Huawei has shipped 11.6 million units in the third quarter in 2019, bringing its market share back up to 20 percent, Lefeng said, citing statistics from Canalys Market Research. Growing sales in central and eastern Europe are more than making up for losses in western Europe, where Huawei’s market share is falling.
Lefeng援引Canalys Market Research的統計數據稱，在歐洲，華為在2019年第三季度已出貨1,160萬台，使其市場份額回升至20％。 華為中歐和東歐的銷售增長足以彌補其在西歐的損失；華為在西歐的市場份額正在下滑。
Xiaomi’s shipments in Europe jumped 73 percent, to 5.5 million units. Xiaomi now ranks 4th in market share in Europe.
小米在歐洲的出貨量增長了73％，達到550萬台。 目前小米在歐洲的市場占有率排名第四。
In India, meanwhile, the top smartphone is one that is manufactured by a local company called OnePlus. Sales of its OnePlus 7 Series of phones have surpassed Samsung and Apple. The company had a 43 percent market share as of the second quarter of this year.
同時，在印度，銷量第一的智慧型手機是由一家名為一加手機的中國本土公司生產的智慧型手機。其OnePlus 7系列手機的銷量已超過三星和蘋果。 截至今年第二季度，該公司在印度的市場份額為43％。
In Indonesia, Chinese manufacturer Oppo led the market with a 26 percent market share, followed by Vivo (another Chinese company) and Samsung, according to IDC. Chinese smartphone manufacturers all together in Indonesia control 74 percent of the market.
根據IDC的數據，在印度尼西亞，中國手機製造商Oppo以26％的市場份額領先，其次是Vivo（另一家中國公司）和三星。中國智慧型手機製造商共同控制著印度尼西亞74％的市場份額。
In Africa, the market is growing fast, Lefeng told Junko. Quoting IDC data, he said, the top three brands on the continent are Transsion (a Chinese manufacturer not well known in western countries), followed by Samsung and Huawei.
Lefeng告訴Junko，非洲市場正在快速增長。Lefeng引用IDC數據稱，非洲大陸排名前三的品牌是傳音（Transsion，一家在西方國家並不知名的中國製造商），其次是三星和華為。
The thing about Chinese smartphone manufacturers is that their margins are slim and their revenues are low. So as of the second quarter in 2018 – that’s a year ago, but still – as of the second quarter, Transsion, Huawei, Vivo and Xiaomi together represented 18% of global revenue. By way of contrast, Samsung alone represented 17% of global revenue. By way of further contrast, Apple’s global revenue was four times that of the four Chinese manufacturers combined.
困擾中國智慧型手機製造商的問題是——利潤微薄，盈收很低。 截至2018年第二季度（即一年前，但今年情況仍然如此），截至第二季度，傳音，華為，Vivo和小米合計盈收只占全球手機業務收入的18％。 相比之下，僅三星一家就占了全球收入的17％。蘋果公司的全球收入是這四家中國手機製造商總收入的四倍，進一步形成鮮明對比。
Now, during a roundtable at the Summit, Qualcomm President Cristiano Amon said of China’s smartphone vendors: 「They are already dominating in South East Asia and they are growing and tracking China’s Belt and Road initiative.」
現在，在峰會的一次圓桌會議上，高通總裁Cristiano Amon談到了中國的智慧型手機廠商：「他們在東南亞市場已經占據主導地位，並且正循著中國的「一帶一路」路線持續發展。」
What Lefeng told Junko is that Qualcomm is not only playing a key role in China’s domestic market, but is also actively assisting Chinese OEMs penetrate global markets.
Lefeng告訴Junko，高通不僅在中國國內市場上扮演著關鍵角色，而且還積極協助中國OEM廠商打入全球市場。
That’s your Weekly Briefing for the week ending December 13th. This podcast is Produced by AspenCore Studio. It was Engineered by Taylor Marvin and Greg McRae at Coupe Studios. The Segment Producer was Kaitie Huss.
這是截至12月13日的本周播報。該播客由AspenCore Studio製作。Coupe Studios的Taylor Marvin和Greg McRae擔任設計。Kaitie Huss擔任片段製作。
The transcript of this podcast can be found on eetimes.com, complete with links to the articles we refer to, along with photos and video. You can find a new episode every Friday on our web site or via your favorite app for podcasts.
EETimes.com上有本播客音頻的文字版本，包含我們所引用文章的連結、照片和視頻。我們會在每周五上傳最新一期節目到我們的網站以及您最喜愛的播客app。
I'm Brian Santo. See you next week.
我是Brian Santo。我們下周見。
-END-
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