Over the past year, China has built the world’s largest 5g network. “China has built 718000 5g base stations and promoted the co construction and sharing of 330000 5g base stations.” Liu Liehong, Vice Minister of the Ministry of industry and information technology, said at the 2021 ICT + in-depth observation report meeting held recently. Advanced network construction provides a solid foundation for the development of 5g applications, and is having a huge impact on the economy and society. It is estimated that 5g will directly drive the total economic output of 810.9 billion yuan and the economic added value of 189.7 billion yuan in 2020.
Looking forward to the future, the analysis of CICC points out that the three operators will add 800000 ~ 1000000 5g base stations in 2021, continue to speed up the deployment around key areas, and at the same time, increase the coverage of low-frequency 5g in remote areas.
The speed of 5g construction is gratifying, but it can not be ignored that the current development of 5g in China is still in the initial stage. The Institute predicts that in the next two to three years, China’s 5g network construction will continue to advance and gradually achieve wide area coverage. The consumer level innovative applications with 5g characteristics may achieve scale growth from 2022 to 2023. The industry applications will still be in the import period and will gradually be put into commercial use in batches. The industry application technology support capacity will be significantly improved, and more new products will usher in development opportunities.
5g helps TOC market flourish
The epidemic has affected the complicated trade environment, and the smartphone industry is experiencing a ordeal. Since 2020, the global smartphone market has been in a downturn. According to the statistics of Gartner, a market research company, in the third quarter of 2020, the global sales of smart phones to end users totaled 366 million units, down 5.7% compared with the third quarter of 2019; the global sales of mobile phones to end users totaled 401 million units, down 8.7% compared with the same period last year.
Under the harsh environment, almost all mobile phone manufacturers hope that the dividend brought by 5g mobile phone replacement tide can stimulate market sales out of the industry trough. They have released their own 5g new phones one after another, and the status of 5g mobile phone in the domestic mobile phone market has been officially promoted from the former “supporting role” to “leading role”.
According to the November domestic mobile phone market operation analysis report released by China Academy of information technology, in November 2020, the domestic market 5g mobile phone shipment reached 2013.6 million, accounting for 68.1% of the mobile phone shipment in the same period.
Towards the end of the year, the 5g war among the major mobile phone manufacturers is becoming more intense. Oppo recently released its first 5g portrait video mobile phone reno5 series; vivo announced its cooperation with Zeiss in order to improve the image function of the mobile phone, and the upcoming vivox60 series will be the first result of the cooperation between vivo and Zeiss. In order to attract more users, realme, which has been established for only two years, has continuously launched a number of high cost-effective 5g mobile phones.
However, the popularity of the terminal can not only rely on the mobile phone manufacturers to sing a monologue, but also depends on the promotion of the operators. Recently, China Mobile, China Telecom and China Unicom have released their main operation data in November. Specifically, the total number of customers of China Mobile in November was 943 million, of which 5g package customers maintained a rapid growth, with a net increase of 18.589 million, reaching 147 million; China Telecom’s total number of mobile users was 351 million, including a net increase of 7.62 million, reaching 79.48 million; and China Unicom’s total number of users reached 307 million (not announced 5g package) Number of meal users).
There is no doubt that China’s 5g construction has ushered in a high-speed development stage since 2020. So far, the construction plans of 5g base stations of the three major operators in 2020 have been completed ahead of schedule. At the same time, the industry also expects that the number of 5g base stations will reach 800000-900000 by the end of the year.
5g application landing is the key to development
If TOC is the starting point and foundation of 5g development, tob is the value carrier. Especially during the epidemic period, 5g has played an important role in telemedicine, public monitoring, intelligent education, telecommuting, patrol logistics and other fields.
In the view of Huawei, the equipment supplier, the development of 5g can’t “fight alone”. It needs the cooperation of technology and ecology, as well as innovation practice with industry solution providers, upstream and downstream partners and customers, so as to “create value together”.
Lu Yong, senior vice president of Huawei and President of China, found in practice that whether it is remote control, image recognition, unmanned machine and other scene applications, it is impossible to rely on simple 5g connection capability. 5g can only produce fusion effect by cooperating with other capabilities such as intelligent terminal, industry terminal, cloud computing and AI, and combining with industry information system Only in this way can we realize the value of human rights.
“In the mining areas of Shandong and Shanxi, the remote control based on 5g makes many workers no longer have to go down the well for hundreds of meters of underground operation. In the future, with the improvement and innovation of the information infrastructure, the work of “three high” (high risk, high repetition and high precision) will be done more by machines. ” Lu Yong said in an interview with the media including reporters.
In terms of the implementation of 5g innovative application, ZTE, another equipment manufacturer, has realized “5g manufacturing 5g” in Nanjing Binjiang smart factory, and Tianjin Port smart port has realized remote control of quayside bridge with 5g. It is understood that ZTE has been exploring 5g industry solutions and deploying 5g applications with more than 500 partners in 15 industries, including industry, education, health care, media and transportation.
The implementation of 5g application is not achieved overnight, but by stages. According to Wu Hequan, academician of the Chinese Academy of engineering, the development of UHD, VR and other related content needs to be further accelerated in 2021. At the same time, 5g + industrial Internet is still in its infancy and needs to speed up the integration of applications.
In order to accelerate the development of related applications, on December 7, the State Administration of radio and television issued the “iterative implementation plan of radio and Television Technology (2020-2022)”, proposing to improve the 4K / 8K ultra high definition video technology standard system, promote the landing application of 5g high-tech video, and launch new high-tech video products and applications.
What’s more, under the wave of 5g, industrial Internet will also usher in broad development opportunities. Relevant data show that in the next three years, China’s industrial Internet will grow steadily at a compound annual growth rate of 14.4%. At present, China’s 5g + industrial Internet takes the lead in the development of aviation, machinery, steel, mining, port, medical and other industries, and its application scope continues to extend to the core links such as manufacturing. According to Lu chuncong, deputy director of the information and communication administration bureau of the Ministry of industry and information technology, China’s 5g + industrial Internet investment exceeds 3.4 billion yuan, and the total number of 5g base stations applied to the industrial Internet exceeds 32000. In the future, the industrial Internet will become the main battlefield of 5g applications.
However, it can not be ignored that China’s 5g + industrial Internet is still in the initial stage of exploration, facing problems such as weak digital foundation, insufficient industrial support capacity, and business model to be explored. It is necessary for Huawei, ZTE and other equipment manufacturers and powerful Internet enterprises to deepen cooperation and actively explore.
With the construction of 5g network and the implementation of 5g application, it can be predicted that China’s 5g will step into a benign development mode step by step in the future.
Editor in charge: Tzh