On June 6, my country’s 5G commercial use ushered in the third anniversary. During this period, 5G developed by leaps and bounds, achieving a series of breakthroughs from “0 to 1”. Coverage includes transportation, medical care, electricity, education, entertainment and many other fields. In terms of application development, typical applications of new media based on 5G technology such as 2C field and AR/VR can be seen everywhere, and social life is changing with each passing day.
According to data released by the Ministry of Industry and Information Technology recently, my country has built more than 1.6 million 5G base stations, becoming the first country in the world to build 5G networks on a scale based on the independent networking model; the cumulative number of 5G application cases has exceeded 20,000; 5G mobile phone users have reached 410 million.
Pan Helin, co-director of the Digital Economy and Financial Innovation Research Center of Zhejiang University International Business School, told the “Securities Daily” reporter that the construction of 5G base stations and the acceleration of the core network have brought great development opportunities to my country’s communications industry, especially Companies such as ZTE, represented by communication equipment manufacturers, are world leaders in communication technology. At the level of actual communication network construction, the promotion of 5G construction has increased the business volume of communication equipment manufacturers and strengthened the development of China‘s communication equipment industry.
Industry companies are hot on 5G
Reviewing three-year development achievements
On June 6, 2019, the Ministry of Industry and Information Technology officially issued 5G commercial licenses to China Mobile, China Telecom, China Unicom, and China Radio and Television. In 1095 days, industry companies seized development opportunities and achieved remarkable results.
It can be seen that the success of 5G depends on the deep integration of application innovation and network capabilities. With the transformation of digital intelligence in all walks of life from “elective courses” to “required courses”, from “future time” to “in progress”, thousands of industries have provided a broader space for 5G innovation.
China Mobile said that in the past three years, the company has increased investment in 5G, jointly built “innovative highlands”, shared basic capabilities, and gave full play to the “parallel effect” of communication operators. It can transform and upgrade the real economy. At the same time, the company has over 3,600 5G patents, ranking first among global operators; over 850,000 5G base stations have built the world‘s largest 5G network with advanced technology, high quality, and over 470 million 5G package users , ranked first in the global operator list.
Chen Sen, deputy general manager of China Tower’s Communication Development Department, said in an interview with a reporter from Securities Daily that in the past three years, the company has built a total of over 1.4 million 5G base stations and invested more than 30 billion yuan to deliver 5G sites to telecom companies on time and with guaranteed quality. , including that it is now accelerating the delivery of 2,600 units per day, helping my country to account for more than 60% of the world‘s 5G base stations. The network foundation has been continuously consolidated, which has contributed to the implementation of strategies such as network power.
“In the past three years, the company has attached great importance to the construction of network infrastructure, and has built the world‘s first 5G co-construction and shared network with the largest scale and fastest speed in the industry. Over 330 million households, creating over 10,000 5G commercial cases.” China Unicom said.
Li Fei, vice president of HKUST Guochuang, told the “Securities Daily” reporter that the company, as the escort of the 5G information superhighway, the participant of the new technology infrastructure, and the enabler of the digital transformation of the industry, in the past three years of rapid 5G construction and development, It took the lead in proposing Dasheng’s 5G product solutions, and made active efforts in the layout. It has acquired a new generation of network operation core capabilities such as acquisition and control platform, orchestration platform, and AI platform in the three major operator markets of China Telecom, China Unicom, and China Mobile. Project layout At the same time, it uses 5G cloud-network data-intelligence integration technology for agriculture, special inspection, government affairs and other industries to innovate and accelerate the digital transformation of the industry, and has achieved a benchmark effect.
5G empowers thousands of industries
Promote high-quality economic development
Empower thousands of industries and effectively stimulate economic development. At present, 5G applications cover many areas of life such as transportation, medical care, education, cultural tourism, etc., with a total of more than 20,000 cases. The Industrial Internet has been applied to 45 major categories of the national economy, covering R&D, design, manufacturing, marketing services and other links, and the industrial scale has passed the trillion yuan mark.
Liu Xiangdong, deputy director of the Economic Research Department of the China Center for International Economic Exchanges, told the “Securities Daily” reporter that 5G is more disruptive and more valuable than previous information and communication technologies, giving birth to new industries, new formats, and new models. Promote the evolution of thousands of industries in the direction of digitization and intelligence, and can also derive new industries based on 5G networks and their commercial use, especially the Internet of Things, Internet of Vehicles, Industrial Internet, etc., will be new driving forces to promote high-quality economic development.
China Mobile said that in terms of helping the digitalization of the industry, the company has expanded over 200 leading demonstration projects in the industry and over 8,600 commercial cases in the 5G industry. Upgrade.
“In the subdivision of 5G, the current stage of communication equipment manufacturers is more favorable, and the current 5G is still in the construction period, and more heavyweight 5G applications will be expected in the future, including potential popular applications on the C-side and B-side. When new blockbuster applications appear, new Internet giants will appear, which will also push Internet companies into a new stage of development.” Pan Helin said.
From the perspective of the industrial chain, “the 5G industry involves a wide range of chains. The upstream is mainly 5G key materials and core components, including chips, optical devices, radio frequency devices, and optical fiber cables; the midstream is equipment and networks, mainly including main equipment and network engineering. , network optimization/operation, base station/antenna and supporting equipment; downstream are operators, terminals such as mobile phones, and applications such as the Internet of Things.” In Liu Xiangdong’s view, the rapid development of 5G will provide its upstream and downstream industries with opportunities for larger-scale growth , including comprehensively driving the upstream demand for key components, the layout of the midstream equipment network, and the popularization and promotion of downstream operators and terminal applications.
How to draw the 6G blueprint
Listed companies have different views
From “3G breakthrough” and “4G synchronization” to “5G leading”, how to draw the 6G blueprint?
Liu Xiangdong believes that 6G technology is regarded as a new technology represented by millimeter waves and terahertz to realize the integration of terrestrial wireless and satellite communications, especially to promote the integration of medium and low-orbit satellite networks and post-ground 5G networks, and build a sky, earth and sea. All-in-one coverage network.
“At present, my country has launched the world‘s first 6G communication test satellite, and conducted the world‘s first space-to-earth 6G communication test with the ground, which provides a good support for 6G research. As my country accelerates the development and application of space information technology, especially Beidou The application of the system will further expand the application scenarios of 6G technology, make a solid preparation of technical standards, and participate in the formulation of 6G international standards.
On the Shanghai-Shenzhen trading interactive platform, listed companies have different attitudes towards 6G development. ZTE replied to investors that, from the perspective of key technologies, there is a strong inheritance relationship between 6G and 5G, and 6G will be the continuous smoothing of 5G and 5G Advanced driven by the long-term and hugely successful industrial innovation paradigm. Evolving technology, so the company’s long-term technological advantages in 5G can be largely carried over to 6G.
Cambridge Technology said that the features and advantages of 6G technology are mainly reflected in the ultra-fast Internet access and the ultra-high data transmission rate that users actually experience. Currently, it is concerned about the research progress of 6G technology at home and abroad, but has not yet carried out pre-research in the 6G field. .
Xinwei Communication believes that the core of the company’s development is to insist on doing a good job of core materials, and will actively carry out the layout and research of basic materials and basic technologies in 6G and other application fields in the future.
Looking forward to the future, “According to the general direction of the new generation of communication equipment in the past ten years, most 5G companies have been investing in research and development since 2009, and the specific technology of 6G has not yet been determined, but in general, compared with 5G, it will be lower latency and more efficient. Large data traffic and a more intelligent communication network.” Pan Helin said.