5G Nuggets B-End Application Of Five Industrial Stations

The year 2020 is the year of acceleration of 5g commercial use. In the first half of the year, China's three major operators have opened 400000 sites, and the number of 5g users has exceeded 100 million. As the first of the "new infrastructure", 5g is still in full swing.

At Huawei's five machine Summit on August 6, Yang Chaobin, President of Huawei's wireless network product line, disclosed the latest development of 5g to the 21st century economic reporter: "as of July, there have been 92 5g commercial network deployment in the world. We expect that by the end of this year, the number of 5g sites in China will reach 800000, and the number of users will reach more than 200 million, both of which will account for more than 70% of the world. "

At the same time, it has gradually expanded from 5g end to more applications.

On the one hand, the proportion of 5g terminals has been increasing. According to the IDC China smart phone monthly tracking report, the cumulative volume of 5g mobile phones has exceeded 67 million units in the past year. Since the fifth month of this year, the single month proportion has exceeded 50%. On the other hand, there are more and more 5g explorations in the fields of intelligent manufacturing, intelligent health care and intelligent education.

With the further implementation of 5g, 5g can not only provide important network support for other new infrastructure such as data center, artificial intelligence and industrial Internet, but also better enable leading-edge technologies such as big data and cloud computing to all walks of life.

Five gold mining industries

On June 6, 2019, the Ministry of industry and information technology officially issued the 5g business license, marking the first year of China's 5g business. The industry's greater expectation for 5g lies in industrial application oriented to b-end. With the freezing of 5g R16 standard in 2020, the standard for b-end application is more clear. This also means that after the relevant standards such as low time delay and wide connection are further clarified, the implementation of scenarios such as manufacturing industry and automatic driving will be promoted.

In Huawei's view, 5g will bring five industrial opportunities - connectivity, computing, cloud, AI, and industry applications. For example, the implementation of full connectivity in 5g era will break the boundaries between devices and scenes, and smart phones, smart wear, smart home and other applications will bring convenience to daily life.

In the field of computing, Mr. Guo Ming, chief consultant of Sullivan, said: "in the 5g era, driven by the cloud of mobile applications, the interconnection of all things, and the intelligence of all things, it is imperative to reconstruct the computing power of the traditional data center based on general CPU, and create a collaborative computing form of" end and edge cloud. "

According to Yang Minghui, general manager of CITIC Securities, "5g and cloud computing belong to the infrastructure, on which information can be collected, stored and analyzed to realize the analysis of big data, and then applied to industrial Internet, automatic driving, financial credit investigation, telemedicine and other subdivided fields. At present, there is a trend of localization to cloud in IT technology, so enterprise software is turning to cloud A successful company, whether in the primary market or secondary market are very concerned

At the same time, 5g is also accelerating the digitization of 1000 lines and 100 industries. For example, Chinese operators are promoting cross industry cooperation and deeply integrating with vertical industries such as ports, coal mines and steel mills. Yang Minghui also said that the industrial Internet is the most popular among 5g to B services. 5g has the characteristics of high bandwidth, low delay and strong controllability, and plays a key role in flexible production and precision manufacturing. Due to the arrival of 5g, the market scale of China's industrial control is also expected to grow from 179.7 billion in 2018 to about 260 billion in 2021.

According to the analysis of Tuolong Industrial Research Institute of trendforce, during the outbreak of this year, 5g technology was realized in telemedicine and industrial Internet, and the application end was mainly non-contact sterilization robot, remote work and teaching. At present, China is the most active country to invest in 5g field in the world. In the first half of 2020, China has more than 400 5g innovative applications, covering transportation, industry, medical and other fields. The emergence of 5g services also increases the demand for base station construction.

Opportunities and challenges

Facing the broad prospect of 5g, the Nuggets need to step by step, which is a long-term development process. Since 2G, 5g is the first time for China to stand in the world's first echelon. With the support of the domestic large market, for the industrial chain enterprises, everyone is ready to go and look forward to new opportunities after large-scale construction.

However, at present, there are still challenges in the industrial landing and external environment. In terms of scenarios, the large-scale implementation of 5g application is still in the process of exploration, including business model, profit redistribution, power supply and energy saving, cost and energy consumption. Upstream and downstream enterprises such as equipment suppliers and operators are constantly optimizing the network and exploring new profit models.

On the other hand, the challenge of 5g overseas market continues, and technology enterprises led by Huawei are under pressure. According to the gibang consulting report, in 2019, Chinese and European equipment manufacturers accounted for 85% of the global market share of 5g base stations, and Ericsson Sweden, Huawei of China and Nokia of Finland were the three major suppliers. However, Huawei's base station export is limited due to Sino US trade friction and Huawei ban offered by the US side. Therefore, it is estimated that Huawei's base station equipment construction this year will focus on the Chinese market.

According to the prediction of Tuolong Industrial Research Institute, Huawei will occupy 28.5% of the global mobile communication base station market in 2020, ranking first, Ericsson ranking second with 26.5% market share, followed by Nokia (22%), Samsung (8.5%) and ZTE (5%).

"In the first half of the year, Huawei achieved sales revenue of 454 billion yuan, with a year-on-year increase of about 13%. In such a complicated background, it's really hard to come by. " Guo Ping, chairman of Huawei's rotating chairman, previously said that despite the difficulties, Huawei will strive to fulfill its obligations to customers and suppliers to maintain its survival and development.

According to the data of Dell'Oro, in the 5g communication equipment market in the first quarter of 2020, Huawei ranked first with 35.7% market share, Ericsson (24.6%), Nokia ranked third with 15.8%, ZTE ranked fourth with 13.2%, and three stars accounted for 9.3%.

Guo Ping said that as of July this year, the number of 5g users in the world has exceeded 90 million, and the number of 5g base stations in the world has exceeded 700000. It is expected that there will be more than 1.5 million by the end of this year. "The global 5g deployment has come to an end, and the next phase will focus on the development of industry applications and release 5g dividends."

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