5G Infrastructure Investment Waiting For Application Growth HUAWEI Expects Next Year China'S 5G Users Exceed 200 Million

The first snow in Yizhuang can not stop everyone's enthusiasm for 5G. In November 21st, all the 5G giants joined the first world 5G conference.

At the opening ceremony, the Ministry of industry, equipment manufacturers, operators and other 5G industry related organizations and companies gathered together to look forward to the future of 5G. There are also people from all walks of life to come to know the laying of 5G.

From the issuance of 5G licenses in June to the 5G package in October, China's 5G business is accelerating. Miu Wei, Minister of the Ministry of industry and information, said at the meeting: "the country has opened 113 thousand 5G base stations, and it is expected that 130 thousand will be signed by the end of the year, with 870 thousand 5G subscribers."

Operators, equipment manufacturers and upstream manufacturers are naturally fighting for it. The attention of the public has also shifted to the field of science and technology. Young people and even elders around the press are beginning to learn more about the underlying technology.

If AI is equivalent to inventing computers, 5G is the infrastructure of computers. - Gan Jun photo

5G investment in the battle on top

If AI is equivalent to inventing computers, 5G is the infrastructure of computers. On the cornerstone of 5G, the application of AI and block chains will have more room for development. It can be said that 5G is a key to enter the new era.

As Miao Wei said, "5G as an important direction and key information infrastructure for the evolution and upgrading of the new generation of information and communication technology is of great significance for promoting the development of digital economy and the deep integration of the real economy and supporting the digitalization of the economy and society."

More importantly, we are likely to win the top battle of 5G. HUAWEI's rotating chairman Xu Zhijun said: "China has the conditions to build the best 5G in the world. China is the best in the world in terms of spectrum resources, the number of base stations, the ability to build, consumers' cognition and demand, the participation of industries and enterprises, and the support of the government. Moreover, China has the most sophisticated terminal industry chain and the world's leading 5G technology, and the volume of Chinese smart phone shipments accounts for more than 50% of the world's total.

From the beginning of 5G, mobile communication has entered a new stage. After more than a year's preheating, 5G is still in the stage of infrastructure construction. It is worth noting that the intergenerational substitution between 4G and 5G is different from the smooth transition from 3G to 4G. Construction of 5G network takes time. 4G will also coexist with 5G for a long time, but 3G and 2G will gradually exit according to their respective planning.

At present, about 50 thousand of the 113 thousand 5G base stations are built by China Mobile, accounting for nearly 50%. In June this year, China Mobile released the 5G+ plan, including 5G+4G, 5G+AICDE and 5G+Ecology, with a total scale exceeding 30 billion yuan. China Mobile chairman Yang Jie said that China Mobile currently has 5000 5G base stations in Beijing.

Wang Xiaochu, chairman of China Unicom, said at the meeting that at present, there are more than 9000 base stations co operated by China Unicom and China Telecom. Zhao Jingchun, chairman of China Radio and television, revealed that broadcasting and television will be the official commercial 5G network in 2020. In 2021, it will be built into a new network of widely connected and accessible networks.

Looking at the report card of the tower, Tong Ji Lu, chairman of the China Tower, said that since its establishment, the total number of tower construction in China has reached 2 million 200 thousand. At present, there are 110 thousand 5G base stations delivered, and 12 thousand in Beijing.

An operator insider told the twenty-first Century economic report: "in Zhejiang, China Mobile's goal this year is to build about 9500 5G base stations. Mobile has been increasing. Telecom and Unicom add up to about 5000. Next year is also estimated to be a large-scale construction period, the base station will be a lot more spread out.

The 5G deep report of CITIC has predicted that under the impetus of China's policy, 5G will be commercially available in a small scale in 2019 and commercially in 2020. It is expected that in 2020, China will build 680 thousand new 5G base stations covering all the prefecture level cities.

Waiting for application and business change

At the same time of infrastructure construction, what we expect most is what new applications and needs will be brought by 5G. However, we can not extend 5G as the extension of mobile Internet, because 5G will produce new species.

"The development of 5G should not be entangled with the problem of having chicken or egg before, and avoid getting up early and catching up late." Xu Zhijun said, "the introduction of every generation of mobile technology has been debated, distressed, entangled, for this reason, we have tried to find a killer application, and history has proved little."

He also said that we need to realize that the development of 5G for the Internet of things needs to be gradual. The key to the Internet of things is things instead of networks. Cross industry cooperation is a continuous process. 5G becomes the infrastructure of digital transformation in all industries.

Judging from the current application progress, the application of the C terminal has taken the lead. The 5G mobile phone has appeared. Xu Zhijun said: "5G will stimulate the replacement demand of consumers and drive the growth of the whole terminal industry chain. It is estimated that the number of Chinese 5G users will exceed 200 million in 2020."

GSMA (full name: global mobile communication system Association) predicts that in 2025, the number of global 5G connections is 1 billion 360 million, and the penetration rate is 14%, of which China's 5G connection is estimated to be 454 million, and the penetration rate is expected to be around 30%. CSC believes that the pace of China's 5G development is faster than that of GSMA. It is estimated that the penetration rate of 5G mobile phone users will reach 30% in 2022 and about 60% in 2025.

However, most users are still watching this year. First, the choice of mobile phones is not rich enough, and the price is also high. The two is that although the 5G tariff currently introduced by the operators is not expensive, the traffic charges and 4G are also reduced, but the rate is not large. If there are new demands, the 5G packets in the existing packages will soon be exhausted.

Look at the 5G application in the B terminal area. Xu Zhijun said that 5G promotes application innovation and development, such as high-definition video, AR/VR, cloud games, cloud computing and so on, bringing opportunities for OTT enterprise innovation and growth. China covers 19 industries, and more than 3900 enterprises based on 5G's cross industry innovation are leading the global industry digitalization.

But in today's small B end applications, most of them use large bandwidth and high speed 5G characteristics in some vertical areas to improve transmission performance.

In the field of industrial intelligent manufacturing using machine vision, some factories have been using 5G technology for more detailed product testing. After using 5G, the resolutions of 4K and above can be transmitted easily.

For example, a cloud from HUAWEI 5G AR glasses can be used for face recognition in airports. Flight attendants, airport ground crew, etc. can wear AR glasses to identify whether passengers are flight members or other basic information. They are now being applied in Daxing airport. However, Yun told reporters from the staff at the booth that at present, there are still problems such as electricity consumption, fever, and large-scale crowd flow scenarios. But compared to a year ago, there has been great progress.

A correspondent concluded to the twenty-first Century economic report reporter: "on the whole, 5G has been put into operation at the technical level, but large-scale commercial business still needs to wait. 4G has contributed to the progress of productivity, such as the development of the format, the birth of millet, the US mission, and the upgrading of Ali and Tencent. In the era of 5G, the efficiency of the whole social cost will continue to improve. HUAWEI's Hong Meng, Google's fuchsia and German industrial 4 will push forward the technological progress of productivity. "

Many experts mentioned that the vast majority of 5G applications in the future will be used for communication between things such as vehicle networking and industrial Internet. When things are interconnected and traffic costs are very low, the running cost of society will be greatly reduced, and more applications will also emerge.