Four major development trends in the future communications market

As one of the leading companies in the communications semiconductor industry, ADI's advanced analog technology is widely used in various scenarios from base stations to terminals. Since entering China, it has strongly supported China's local communications equipment and terminal manufacturers. From 2G's GSM, CDMA to all 3G standards, and even today's LTE, ADI's products are essential core components.

In cooperation with Chinese industries and manufacturers, we have gone through several stages. In the first phase from the late 1990s to the beginning of this century, China’s domestic telecommunications companies were in the initial stage. ADI has completed the design and commercialization of GSM and CDMA in a short period of several years with its sophisticated products and meticulous services. This enables customers to compete with world-class competitors at a relatively low cost while meeting technical requirements.

The second stage was the period from 2003 to 2007. China's telecommunication manufacturers faced 3G development pressure. ADI helped local communication manufacturers to complete the transition from technology followers to active participants, enabling Chinese local manufacturers to adopt standards. The discourse power in the formulation and evolution of the network has been greatly improved. At this time, local manufacturers began to go abroad to compete in the construction of the world's communications network. At the same time, the company began to invest in the local R&D team and put local product design work on its own. This greatly enhanced the integration with the local market and the efficiency of its implementation. At the same time that it achieved business success, it further enhanced the domestic industry chain in semiconductors. Design this part of the ability and talent development.

The third stage took place in 2007. Today, ADI supports domestic intellectual property rights and innovation efforts. It has made tremendous contributions to the development of the TD-SCDMA industry. In the face of the huge demand of the domestic market, ADI is one of the few One of the vendors that can guarantee demand in the supply chain. At the same time, we are delighted to see that China's two major communications equipment manufacturers have grown into world-class manufacturers. As always, ADI supports their efforts as communications technology leaders, through the strengthening of local systems and product design capabilities, through early strategic cooperation to lay the foundation for future win-win. Therefore, we have set up an industry marketing department and a system engineering team locally to carry out close cooperation at the system level. The plan has a close interface and interaction with the customer's product definition, and provides the customer with technical advantages at a very early stage.

2010 is the most landmark year for China's LTE industry. China Mobile completed the deployment of the TD-LTE trial network and provided high-speed wireless broadband services in the Shanghai World Expo Park. After that, China Mobile will also carry out large-scale TD-LTE trial network construction projects in three cities, and the TD-LTE scale experiment network constructed by China Mobile. And overseas experimental network, all this indicates that TD-LTE commercial scale will be in full swing. ADI will also spare no effort to invest in and design more low-cost, high-integration RFICs for LTE, 4G cellular base stations to help customers accelerate design import and production.

The next five years will be a crucial five-year period. The business needs of data communications have grown exponentially. Wireless and optical networks will connect all aspects of daily life. The communications industry will also increasingly overlap and integrate with other industries. We can see this trend from several recent events, such as the Internet of Things, triple play and so on. From the perspective of the communications market, we believe there are the following major trends.

The first is broadband, which supports a large number of data services. The existing 2G and 3G access networks will be a big bottleneck in bandwidth. Resolving bottlenecks such as interventions, convergence, transmission, and switching will also become apparent. All-IP and optical networks will become the focus.

The second is the user capacity. As the industry and application tend to be closer, the existing network capacity will be difficult to support the total number of users in various forms. For example, when the application of the Internet of Things is rolled out, we need 10 times or even hundreds of times the address to distribute to the terminal equipment. These devices are not necessarily people, maybe a package, maybe an electrical appliance at home. Of course, this also brings a lot of business innovation needs.

The third is the cost of the communication system. The premise of application described above is universal. It is very important to popularize the cost. The cost of equipment and terminals in the future will continue to decline. At the same time, the repetitive construction of infrastructure will also be reduced through innovative operation mode. The other meaning of cost is energy saving. More energy refers to the efficiency of the energy that the power supply converts to the actual business needs. At this point, we have gone from simply reducing computer room air conditioning to improving the efficiency of major equipment components. This also poses a challenge to the energy-saving mechanism of semiconductor components. That is, under the premise of not affecting the performance of the network function, when you do not want full-function running at full speed, you need to go to sleep.

The fourth is the reduction of the terminal's volume and power consumption. The terminal's portability and long battery life have always been of great concern to everyone.

There are many possible trends that we can hardly list. The commonality is the need for some people and companies to innovate, discover new applications, and translate into guiding the user experience. This also includes business models.

As a supplier of semiconductor products, ADI is actively following up and participating in the research of these technology trends and the ability to stockpile and combine its capabilities to plan future product and customer cooperation models/directions. Based on the four trends mentioned above, we believe that signal chain integration, common platform, ultra-wideband, low power consumption, and low cost will be the focus of attention. Of course, the aforementioned customization and optimization are also our concern.

In the past 25 years, China's communications market has gone through a period of rapid and tortuous process from program-controlled switches to commercial TD-SCDMA. From complete outsourcing to exploration and follow-up to independent innovation, it is now the world's communications market. An important market. We hope that with the rapid development of network scale and technology, operators and content providers will invest more in the development of applications. Based on basic voice and data services, they will be able to develop more applications related to all aspects of daily life. . Only in this way can we create a sound market and a solid foundation. TD-LTE will eventually have a foundation for moving to the world.

ADI is honored to work with China's communications industry partners to welcome the prosperity and development of China's communications market, and will be committed to providing the most advanced technical support and the best quality service guarantee to help China's communications market to achieve greater success in the future.

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