Recently, the heat of the 5G plate has not decreased. On the afternoon of March 3, 2065438+09, Zhang Yunyong, member of the Chinese People's Political Consultative Conference and president of China Unicom Research Institute, said in the "Members' Channel" of the Great Hall of the People that 25 provinces, autonomous regions and municipalities across the country are conducting network trials, and 5G mobile phones will be listed sporadically in the second half of the year. On March 4, 5G concept stocks were trading daily. Experts believe that as a new generation of information and communication technology, 5G will make a more significant contribution to opening a new stage of industrial Internet.
The contribution of 5G to opening a new stage of industrial Internet is even more significant.
Zhang Chunfei, director of the Supervision and Research Department of the Institute of Policy and Economics of China Information and Communication Research Institute, believes that 5G, as the main development direction of the new generation of information and communication technology, has remarkable characteristics such as higher speed, lower delay and greater user connectivity, which can not only meet the communication between people, but also meet the communication between people and things. It will open a new era of internet of everything and human-computer interaction, which is of great significance to building a new competitive advantage of the country in the digital age. GSMA predicts that by 2025, the number of global 5G connections will reach 654.38+04 billion, accounting for 654.38+05% of the global total.
Zuo Ruiqi, a senior engineer at the Institute of Policy and Economics of China Information and Communication Research Institute, said that the coordinated development of 5G and 4G is accelerating the upgrading of infrastructure. In the early days of network construction, 5G mainly covered hot spots. Without 5G coverage, 5G multimode terminals (compatible with 4G/5G multi-systems) can automatically switch to 4G networks, and 5G network construction can be coordinated with 4G networks. It is estimated that from 2020 to 2025, the total investment of 5G network will be 900-150 billion yuan, and the accumulated revenue of 5G services of telecom enterprises will reach 1.9 trillion yuan in the same period.
5G expands the new space of industrial internet
Wang Mingzhu, an engineer at the Institute of Policy and Economics of China Information and Communication Research Institute, believes that:
1. Enhance the mobile broadband scene, mainly by upgrading the existing mobile Internet, to provide users with more extreme application experience, such as smart home, smart medical care, virtual reality and so on.
2. The IoT scenario is mainly aimed at low-power and big-connection applications such as smart cities and car networking, bringing new smart applications to industries such as urban management, environmental monitoring and intelligent transportation.
3. Industrial Internet scenario, which is mainly aimed at vertical industry applications with high requirements on delay and reliability, such as industrial control, factory automation and remote operation and maintenance.
As can be seen from the above application scenarios, compared with 4G, 5G applications will be combined with broader fields of the real economy, which will greatly promote the development and growth of the industrial Internet, form a key infrastructure to support the digital transformation of the economy and society, and promote the transformation and upgrading of the real economy.
5G has made remarkable contributions to the economy and society.
From the direct contribution, the deployment of 5G can effectively promote the rapid development of the industrial chain:
1, the process of 5G network construction needs to purchase a large number of network equipment, which will drive our equipment manufacturing enterprises to develop advanced equipment.
2. Promoting the upgrading of mobile phone terminals will prompt mobile phone manufacturers to manufacture more advanced and richer terminal products.
3. Fast network speed and good terminals will also promote Internet and software enterprises to develop more and better applications and improve the overall information service level.
From the perspective of indirect contribution, 5G will become the key enabler of digital transformation in various industries of the national economy.
The deep integration of 5G with cloud computing, big data, artificial intelligence and other technologies will support the comprehensive and profound changes in the production processes of traditional industries such as R&D, design, manufacturing and management services, and help traditional industries optimize their structure, improve quality and increase efficiency. Through the correlation effect and ripple effect between industries, the contribution of 5G to economic and social development will be amplified, and the high-quality development of various industries and fields of the national economy will be realized.
From the perspective of employment contribution, 5G will create a large number of employment opportunities with high knowledge content.
While promoting employment in the mobile communication industry, 5G will also promote new information service posts such as industrial data analysis, intelligent algorithm development and application solutions in the 5G industry, and foster a flexible employment model based on online platforms. It is estimated that by 2025, 5G will directly create more than 3 million jobs.
According to the statistical data of "Forecast of the Development Prospect of China's 5G Industry and Analysis Report of Investment Opportunities in Industrial Chain" issued by Forward-looking Industry Research Institute, it is predicted that the total economic output directly driven by 5G commerce in China will reach 10.6 trillion yuan during 2020-2025, and the directly created economic added value will reach 3.3 trillion yuan. From the perspective of indirect contribution, it is estimated that during 2020-2025, the total economic output indirectly driven by 5G commerce in China will be about 24.8 trillion yuan, and the economic added value indirectly driven will reach 8.4 trillion yuan. From the perspective of employment contribution, it is estimated that by 2025, 5G will directly create more than 3 million jobs.
Statistics and Forecast of 5G Direct and Indirect Economic Output in China from 2020 to 2030.
Data source: public information, compiled by Prospective Industry Research Institute.
Experts commented on the fierce battle in the pilot cities of the three major operators; The pace of striving for global leadership needs to be accelerated.
After the three major operators obtained the national license to use the low and medium frequency test frequency of 5G in June 5438+February last year, Miao Wei, Minister of the Ministry of Industry and Information Technology, said in June 5438+1October this year that the commercial promotion of 5G will be carried out in the middle of this year, temporary 5G licenses will be issued in some areas, and large-scale networking will be realized in some cities and hot spots, and at the same time, the industrialization process and network construction of terminals will be accelerated.
On the afternoon of March 3rd, Zhang Yunyong, member of the Chinese People's Political Consultative Conference and president of China Unicom Research Institute, said in the Great Hall of the People that 25 provinces, autonomous regions and municipalities across the country were conducting network experiments.
The technical characteristics of 5G determine the ultra-density of its network construction. In terms of network construction, CITIC Securities predicted in a research report that there will be about 65,438+million new 5G base stations in China in 2065,438+09, and it is estimated that there will be about 300,000 to 400,000 base stations in the world. In the future, the number of 5G base stations will be twice that of 4G base stations, which shows that 5G needs large-scale investment. The construction scale of 5G base stations depends on operators. It can be expected that the fierce battle between operators around 5G is close at hand.
At present, the fastest progress is the pilot cities of the three major operators. In February last year, Li Zhengmao, vice president of China Mobile Group, said at the China Mobile 5G Innovation Cooperation Summit that China Mobile has 17 experimental cities in China. Among them, 5G scale experiments were conducted in five cities: Hangzhou, Shanghai, Suzhou, Guangzhou and Wuhan. In addition, application demonstrations will be carried out in Beijing, Chengdu, Shenzhen, Qingdao, Tianjin, Fuzhou, Wuhan, Nanjing, Guiyang, Shenyang, Zhengzhou, Chongqing and other cities 12, and vertical industry applications will be deepened to form end-to-end solutions and explore emerging business models.
China Unicom plans to conduct 5G trials in Beijing, Xiong 'an, Shenyang, Tianjin, Qingdao, Nanjing, Shanghai, Hangzhou, Fuzhou, Shenzhen, Zhengzhou, Chengdu, Chongqing, Wuhan, Guiyang, Guangzhou and Zhangjiakou 17 cities. China Telecom is going to conduct experiments in Beijing, Xiong 'an, Shenzhen, Shanghai, Suzhou, Chengdu, Lanzhou, Nanjing, Fuzhou, Chongqing, Hangzhou, Haikou and other cities 17.
The competition among several major operators seems to be in full swing, but some communication experts have commented that the "fierce battle" among the three major domestic operators is still relatively conservative compared with the radical steps shown by countries such as South Korea and the United States on 5G. Although the three major domestic operators are shouting the importance of 5G, the actual overall action may not be great. The three major operators need to further accelerate the pace of competing for 5 G global leadership.