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5g commercial process deepening, trillion level industrial chain accelerating the rise

This is the opening ceremony of world 5g 2020 on November 26. On the same day, the world 5g 2020 Conference opened in Guangzhou. The conference consists of exhibition, main forum and 10 summit forums. During the conference, global scientists in the field of information and communication, well-known 5g service providers and 5g industry application providers will carry out exchanges and discussions on the frontier technologies, industrial trends and innovative applications in the 5g field. Reporter Deng Hua learned from the world 5g conference held on November 26 that, as an important driving force for a new round of scientific and technological revolution and industrial transformation, China's 5g construction has been steadily promoted in accordance with the principle of moderate advance, the commercial process has been deepened and the terminal ecology has been increasingly enriched. According to research institutions and industry experts, 5g will efficiently connect a series of infrastructure such as big data center, artificial intelligence and industrial Internet, accelerate the realization of industrial technology transformation and optimization and upgrading, and drive the application investment of upstream and downstream of the industrial chain and various industries. It is estimated that 5g will drive an accumulated investment of more than 3.5 trillion yuan by 2025. < p > < p > there are more than 700000 5g base stations < / P > < p > the next construction plan emerges < / P > < p > at present, the phased achievements of 5g construction in China are remarkable. At the opening ceremony of the world 5g conference in 2020, Liu Liehong, Vice Minister of the Ministry of industry and information technology, said that at present, China's 5g independent networking has initially realized large-scale commercial use, covering cities above prefecture level and key counties and cities in China. As of October this year, more than 700000 5g base stations have been opened, and more than 180 million terminals have been connected. Positive results have been achieved in co construction and sharing. In terms of terminals, 253 terminals have been granted network access permission, including 218 5g mobile phones. The price has gradually dropped to about 1500 yuan, and there is still room for further exploration. The application scenarios are constantly enriched, and intelligent manufacturing, medical and health, energy, agriculture, education, finance and other industries have become hot areas, and mines and ports are expected to achieve initial implementation and promotion. < / P > < p > around the construction and development of 5g, many departments will carry out further deployment. Su Wei, Deputy Secretary General of the national development and Reform Commission, said that we will focus on three actions: first, the 5g network improvement action, further improve the basic network system in the central and western regions and the eastern region, and promote the comprehensive acceleration of 5g construction; second, 5g application leap up action, increase the opening of public scenes, and promote 5g application innovation; third, 5g sharing and win-win action, adhere to promoting the opening and development. < p > < p > Liu Liehong said that it will steadily promote the construction of 5g network in accordance with the principle of moderate advance. The Ministry of industry and information technology is working with operators to formulate next year's base station construction plan. It will actively promote co construction and sharing, accelerate the construction of a new generation of high-speed, mobile, secure and ubiquitous infrastructure, and promote the digital upgrading of traditional infrastructure. At the same time, we will further promote the research and development of 5g technology, increase the research and development of chip modules, and promote the development of 5g pan intelligent terminals and other products. At the meeting, operators also disclosed the construction plan for the next step, and co construction and sharing became the key words. China Telecom said that it will adhere to co construction and sharing, steadily promote the construction of 5g network, improve the depth of coverage, and maintain moderate network construction ahead. China Unicom will ensure that it will take about three years to complete the scale deployment of 5g network. In 2021, China Radio and television will vigorously promote the 5g network with 700 megabits of medium frequency sharing network through co construction and sharing, covering provincial capitals, cities, counties and large towns. China Mobile also said that in 2021, it will achieve good coverage of 5g in cities, counties, urban areas and some key towns, improve the layout of 3 + 3 + X data centers, and deepen the integration of cloud network, cloud number, cloud intelligence and cloud edge. At the meeting, Xiang Libin, Vice Minister of science and technology, said that the future mobile communication technology represented by 5g will connect a series of infrastructure such as big data center, artificial intelligence and industrial Internet, and accelerate the realization of industrial technology change with digitization, networking and intelligence as the main direction Innovation and optimization and upgrading will produce immeasurable value in the process of vertical industry application and information and communication technology integration and development. < p > < p > according to the prediction of China Academy of communications and communications, by 2025, the accumulated investment in 5g network construction will reach 1.2 trillion yuan, which will drive the application investment in the upstream and downstream of the industrial chain and various industries, and it is estimated that by 2025, the cumulative investment will exceed 3.5 trillion yuan. < p > < p > domestic equipment leaders will continue to benefit. Huachuang Securities believes that China's 5g base station construction will meet the expectation in 2020, the capital expenditure of operators will increase slightly in 2021, and the concentration of global equipment suppliers in 5g era will continue to improve, and domestic equipment manufacturers are expected to continue to seize the share. In addition, 5g infrastructure and data center construction drive the development of optical module industry, and the high boom trend in 2021 is established. < p > < p > Huaxi Securities believes that this year is the first year of large-scale construction of 5g, and the long-term trend of 5g construction is irreversible. With the continuous improvement of coverage of 5g base stations, it is conducive to the outbreak of 5g terminals, and correspondingly, it will drive the continuous and rapid development of antenna, radio frequency and other related industrial chains. < p > < p > Wanlian Securities believes that cloud games, super clear video, e-commerce experience, competitive sports, cultural tourism and other industries will benefit from the development of 5g technology. It is estimated that from 2020 to 2025, 5g can pull the network investment of telecom operators by 1.7 trillion yuan, and the investment in vertical industry network and equipment will be 0.47 trillion yuan. In terms of promoting consumption upgrading, it is estimated that from 2020 to 2025, 5g commerce will drive 1.8 trillion yuan of mobile data traffic consumption, 2 trillion yuan of information service consumption and 4.5 trillion yuan of terminal consumption. < / P > < p > in addition, the security industry also ushered in opportunities. Kiriwan, chairman of China Telecom Group Co., Ltd., said that with the increasing scale of 5g network, more and more application scenarios and increasingly prominent security issues, there is a lot of work to be done in network security, cloud network security, terminal security, data security and personal information protection. < / P > < p > "as a wireless communication platform, 5g integrates the Internet of things, data center, artificial intelligence and industrial Internet to form a complete new generation of infrastructure. The spillover effect of 5g will bring new opportunities for digital transformation in many industries." Wu Hequan, academician of the Chinese Academy of engineering and chairman of the future mobile communication forum, said. (reporter Li Jing, Guo Qian, Wu Tao)


2023-03-22 10:04:23

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