Recently, Xinhuanet and CCID jointly released three research reports in the ICT field of "new infrastructure", involving 5G communication, artificial intelligence and industrial big data. Among them, the report "innovation and investment trend of China's 5G communication industry 2020" comprehensively studies and analyzes 5G development and investment trend.
According to the report, China's 5G communication development is in the first group in the world; in the 5G era, infrastructure construction takes the lead, China's 5G communication infrastructure construction has entered a climax period, and communication base stations are actively distributed everywhere; 5G communication industry mainly focuses on five levels, namely, basic devices, main equipment, operation and maintenance services, terminals and scenario applications; China's three major operators and China's Radio and television have made simultaneous efforts to develop 5G communication network to provide guarantee for diversified applications; coastal areas have become the main force in the development of China's 5G communication industry, with manufacturers widely distributed to create industrial cluster development; from the perspective of investment potential, bend and g-end scenarios such as the Internet of Vehicles and industrial Internet have burst out, becoming the main investment hotspot of 5G communication application scenarios in the future.
5G promotes the upgrading of the whole communication industry chain
At the same time, the downstream application end demand of 5G industry began to release, and multi-scenario investment opportunities continue to emerge.
The report shows that from the upstream base station radio frequency, optical module, complete machine and other communication equipment manufacturing industry, to the midstream network construction network planning, design and maintenance, to the downstream terminals and application scenarios, the whole ecosystem involves basic network equipment providers, wireless network providers, mobile virtual network providers (MVNO), network planning/maintenance companies, application service providers, end-users And so on, bringing billions of economic growth.
"The rapid development of 5G technology is promoting the upgrading of the whole industrial chain including communication, electronic components, chips, terminal applications, etc." Sun Huifeng, President of CCID Consulting Co., Ltd., said in reading the report that under the overall layout of 5G industrial chain, the technical threshold is very high, the scale of investment is very large, and professionalism is also very high. The organic integration of upstream, middle and downstream is a complete ecosystem.
In terms of operation and maintenance services, China's three major telecom operators have always been the protagonists, while radio and television, as the new entrant of 5G, will leave more imagination space for the majority of users in terms of how to deploy and apply 5G network in the future; In terms of terminals, the growth rate of operating revenue of listed enterprises in 5G terminal layer has been slowing down gradually, the net profit of enterprises has fluctuated, 5G sensors account for a large proportion in the terminal layer, and there are more types of handheld devices and wearable devices; In terms of scenario application, there are a large number of bend and g-end enterprises, with huge future prospects. C-end enterprises enjoy dividends first, and users will enjoy 5G network in a short period of time. There are a large number of scenario application enterprises, with different types of enterprises, and integration and development become the main theme.
Market distribution and scale forecast of 5G
In the past few years, the country has invested a lot of resources in 5G. Sun Huifeng said that in terms of the overall distribution, China's 5G communication key enterprises are mainly distributed in the Pan-Pearl River Delta, Yangtze River Delta and Beijing Tianjin Hebei region, which takes the lead in the development of 5G communication industry with its scientific research capacity and policy sensitivity; In the Yangtze River Delta and Pearl River Delta, a number of 5G communication product manufacturing enterprises, such as electronic equipment, electronic components and base station RF, have emerged, which is an indispensable part of the whole industry development.
Statistics from the report show that Beijing, Guangdong, Shanghai, Jiangsu and Zhejiang have the top five 5G communication enterprises, while Wuhan, as the leader of China's optical communication field, has the leading development of 5G communication industry; Chengdu, as the city with the best communication industry foundation in Southwest China, is closely followed.
With three major operators and China Radio and television as the main body, it has driven the development of upstream and downstream enterprises in the whole 5G communication industry chain. China's 5G network construction and industrial development are in the forefront of the world.
Report predicts that China's 5G communication industry will usher in explosive growth from 2020 to 2025. The landing of standards, upgrading of terminal products and more mature scenario applications will bring economic growth to the whole society. It is expected that in 2025, China's 5G communication market will reach 3800 billion yuan, with an average compound growth rate of 30.8% in five years.