Google and Qualcomm's "alliance" competes for the 5G market, Apple is facing enemies from both sides

Since this year, 5G technology has become a battleground for major communication companies. Samsung and Huawei have successively launched their own 5G mobile phones. As the big brother in the field of smartphones, Apple has no 5G-related news so far. The house leaked and it rained all night. At this stall, another piece of bad news came.

In order to compete with Apple, Google and Qualcomm are getting closer on "5G". In the field of smartphones supporting 5G, the development of terminals equipped with Qualcomm semiconductors and Google operating systems is in a leading position. The "alliance" of the two companies with Apple as the "common enemy" may change the competitive environment of the industry.

Qualcomm and Google both said that "5G smartphones bring the two together." At the just-concluded MWC in Barcelona, ​​Google Vice President Bob Borchers made a rare stand for Qualcomm.

The in-depth cooperation between Qualcomm and Google, two powerful companies, is not good news for Apple. Qualcomm has a high share in the field of mobile phone semiconductors and communication technology. Almost all 5G mobile phones released at this stage use Qualcomm's technology, and the operating systems are without exception Google's "Android" system. This cooperation between the two companies can be described as a strong alliance in the communications field.

In addition, the two companies also have the same interests in being "Apple's enemy".

Qualcomm has an overwhelming advantage in the mobile phone semiconductor market, while Apple has been strengthening its independent development of semiconductor technology. The two sides launched a fierce litigation battle over mobile phone-related patents. In the end, Apple stopped using Qualcomm's semiconductors starting from its new products in 2018. In terms of mobile operating systems, Google uses Apple as its biggest competitor. In the smartphone terminal business, Google is in a position to catch up with Apple.

Currently, Apple is lagging behind in the 5G competition. Intel, which replaced Qualcomm chips, is not expected to be able to supply 5G semiconductors to Apple before the end of 2019. Therefore, the probability of Apple launching a 5G smartphone within the year is close to zero, and the terminal jointly developed by Qualcomm and Google will be launched as soon as May this year.

In the rapidly changing technology market, falling behind in time means exiting the market and eroding market share.