Mea kākau: Ulink Media
Ua alualu nui ʻia ʻo 5G e ka ʻoihana i ka wā ma mua, a ua manaʻolana nui nā ʻano āpau o ke ola no ia mea. I kēia mau lā, ua komo mālie ʻo 5G i kahi wā o ka ulu paʻa, a ua hoʻi hou ke ʻano o nā mea a pau i ka "mālie". ʻOiai ka emi ʻana o ka nui o nā leo i loko o ka ʻoihana a me ka hui pū ʻana o nā lono maikaʻi a me nā lono maikaʻi ʻole e pili ana i ka 5G, ke nānā mau nei ʻo AIoT Research Institute i ka hoʻomohala hou loa o 5G, a ua hoʻokumu i kahi "Cellular IoT Series of 5G Market Tracking and Research Report (2023 Edition)" no kēia kumu. Maanei, e unuhi ʻia kekahi o nā ʻike o ka hōʻike e hōʻike i ka hoʻomohala maoli o 5G eMBB, 5G RedCap a me 5G NB-IoT me ka ʻikepili kūʻokoʻa.
5G eMBB
Mai ka manaʻo o nā hoʻouna ʻana o nā modula terminal 5G eMBB, i kēia manawa, ma ka mākeke ʻole-kelepona, ua liʻiliʻi iki ka hoʻouna ʻana o nā modula 5G eMBB i hoʻohālikelike ʻia me nā mea i manaʻo ʻia. Ke lawe nei i ka huina o nā hoʻouna ʻana o nā modula 5G eMBB i ka makahiki 2022 ma ke ʻano he laʻana, ʻo ka nui o ka hoʻouna ʻana he 10 miliona ma ka honua holoʻokoʻa, nona ka 20%-30% o ka nui o ka hoʻouna ʻana mai ka mākeke Kina. E ʻike ʻia ka ulu ʻana o 2023, a ʻo ka nui o ka hoʻouna ʻana o nā modula 5G eMBB ma ka honua holoʻokoʻa e manaʻo ʻia e hiki i ka 1,300w. Ma hope o 2023, ma muli o ka ʻenehana ʻoi aku ka paʻa a me ka ʻimi piha ʻana o ka mākeke noi, me ka waihona liʻiliʻi i ka wā ma mua, hiki ke mālama i kahi ulu kiʻekiʻe. , a i ʻole e mālama i kahi ulu kiʻekiʻe. Wahi a ka wānana o AIoT StarMap Research Institute, e hiki ka ulu ʻana i ka 60%-75% i nā makahiki e hiki mai ana.
Mai ka manaʻo o nā hoʻouna ʻana o nā modula terminal 5G eMBB, no ka mākeke honua, ʻo ka hapa nui o nā hoʻouna noi IoT aia ma ka mākeke noi FWA, nona nā ʻano terminal like ʻole e like me CPE, MiFi, IDU/ODU, a pēlā aku, ukali ʻia e ka mākeke lako eMBB, kahi o nā ʻano terminal he VR/XR nui, nā terminal i kau ʻia ma ke kaʻa, a pēlā aku, a laila ka mākeke automation ʻoihana, kahi o nā ʻano terminal nui he puka ʻoihana, kāleka hana, a pēlā aku. A laila aia ka mākeke automation ʻoihana, kahi o nā ʻano terminal nui he mau puka ʻoihana a me nā kāleka ʻoihana. ʻO ka terminal maʻamau loa ʻo CPE, me ka nui o ka hoʻouna ʻana ma kahi o 6 miliona mau ʻāpana i ka makahiki 2022, a manaʻo ʻia ka nui o ka hoʻouna ʻana e hiki i 8 miliona mau ʻāpana i ka makahiki 2023.
No ka mākeke kūloko, ʻo ka wahi hoʻouna nui o ka module terminal 5G ʻo ia ka mākeke kaʻa, a he kakaikahi wale nō nā mea hana kaʻa (e like me BYD) e hoʻohana nei i ka module 5G eMBB, ʻoiaʻiʻo, aia kekahi mau mea hana kaʻa e hoʻāʻo nei me nā mea hana module. Manaʻo ʻia e hiki aku ka hoʻouna kūloko i 1 miliona mau ʻāpana i ka makahiki 2023.
5G RedCap
Mai ka wā i hoʻopaʻa ʻia ai ka mana R17 o ke kūlana maʻamau, ua hoʻolaha ka ʻoihana i ke kālepa ʻana o 5G RedCap ma muli o ke kūlana. I kēia lā, me he mea lā ke holomua nei ke kālepa ʻana o 5G RedCap ma mua o ka mea i manaʻo ʻia.
I ka hapa mua o 2023, e oʻo mālie ka ʻenehana a me nā huahana 5G RedCap. I kēia manawa, ua hoʻolauna kekahi mau mea kūʻai aku i kā lākou huahana 5G RedCap hanauna mua no ka hoʻāʻo ʻana, a ke manaʻo ʻia nei i ka hapa mua o 2024, e komo hou aku nā ʻāpana 5G RedCap, nā modula a me nā kikowaena i ka mākeke, kahi e wehe ai i kekahi mau hiʻohiʻona no ka noi ʻana, a i ka makahiki 2025, e hoʻomaka ka hoʻokō ʻia ʻana o nā noi nui.
I kēia manawa, ua hoʻoikaika nā mea hana ʻāpana, nā mea hana modula, nā mea hoʻohana a me nā ʻoihana terminal e hoʻolaha mālie i ka hoʻāʻo ʻana o 5G RedCap end-to-end, ka hōʻoia ʻenehana a me ka hoʻomohala ʻana i ka huahana a me ka hoʻonā.
E pili ana i ke kumukūʻai o nā modula 5G RedCap, aia nō kahi ʻokoʻa ma waena o ke kumukūʻai mua o 5G RedCap a me Cat.4. ʻOiai hiki i ka 5G RedCap ke mālama i 50%-60% o ke kumukūʻai o nā modula 5G eMBB e kū nei ma ka hōʻemi ʻana i ka hoʻohana ʻana i nā mea hana he nui ma o ka hana ʻana, e ʻoi aku ke kumukūʻai ma mua o $100 a i ʻole ma kahi o $200. Eia nō naʻe, me ka hoʻomohala ʻana o ka ʻoihana, e hoʻomau ka emi ʻana o ke kumukūʻai o nā modula 5G RedCap a hiki i ka hoʻohālikelike ʻia me ke kumukūʻai modula Cat.4 nui o kēia manawa he $50-80.
5G NB-IoT
Ma hope o ka hoʻolaha kiʻekiʻe a me ka hoʻomohala wikiwiki ʻana o 5G NB-IoT i ka wā mua, ua mālama ka hoʻomohala ʻana o 5G NB-IoT i nā makahiki e hiki mai ana i kahi kūlana paʻa, ʻaʻohe mea mai ka manaʻo o ka nui o ka hoʻouna ʻana o nā module a i ʻole ke kahua hoʻouna. Ma ke ʻano o ka nui o ka hoʻouna ʻana, noho ka 5G NB-IoT ma luna a ma lalo o ka pae 10 miliona, e like me ka mea i hōʻike ʻia ma ke kiʻi ma lalo nei.
Ma ke ʻano o nā wahi hoʻouna, ʻaʻole i hoʻoulu ka 5G NB-IoT i kahi pīhoihoi ma nā wahi noi hou aku, a ke kau nui nei kāna mau wahi noi ma nā wahi he nui e like me nā mika akamai, nā magnet puka akamai, nā mea ʻike uahi akamai, nā alarm kinoea, a pēlā aku. I ka makahiki 2022, ʻo nā hoʻouna nui o 5G NB-IoT penei:
Ke paipai nei i ka hoʻomohala ʻana o nā kikowaena 5G mai nā kihi he nui a hoʻomau i ka hoʻonui ʻana i ka helu a me ke ʻano o nā kikowaena.
Mai ke kūʻai ʻia ʻana o 5G, ua paipai ikaika ke aupuni i nā ʻoihana kaulahao ʻoihana 5G e hoʻolalelale i ka ʻimi hoʻāʻo o nā hiʻohiʻona noi ʻoihana 5G, a ua hōʻike ʻo 5G i kahi kūlana "multi-point blossoming" i ka mākeke noi ʻoihana, me nā pae like ʻole ma ka Pūnaewele ʻoihana, ka hoʻokele autonomous, telemedicine a me nā wahi niche ʻē aʻe. Ma hope o kekahi mau makahiki o ka ʻimi ʻana, ke lilo nei nā noi ʻoihana 5G i mea maopopo a maopopo, mai ka ʻimi hoʻāʻo a hiki i ke kahua hoʻolaha wikiwiki, me ka laha ʻana o nā noi ʻoihana. I kēia manawa, ke paipai ikaika nei ka ʻoihana i ka hoʻomohala ʻana o nā kikowaena ʻoihana 5G mai nā kihi he nui.
Mai ka manaʻo o nā kikowaena ʻoihana wale nō, ʻoiai ke wikiwiki nei ke kālepa ʻana o nā kikowaena ʻoihana 5G, ua mākaukau nā mea hana lako kikowaena kūloko a me nā haole e hele, a ke hoʻomau nei lākou i ka hoʻonui ʻana i ka hoʻopukapuka R&D ma nā kikowaena ʻoihana 5G, no laila ke hoʻomau nei ka nui a me nā ʻano o nā kikowaena ʻoihana 5G. No ka mākeke kikowaena 5G honua, e like me Q2 2023, ua hoʻokuʻu aku he 448 mau mea kūʻai aku kikowaena a puni ka honua i 2,662 mau hiʻohiʻona o nā kikowaena 5G (me nā mea i loaʻa a me nā mea e hiki mai ana), a aia ma kahi o 30 mau ʻano o nā ʻano kikowaena, nona nā kikowaena 5G ʻaʻole kelepona lima no 50.7%. Ma waho aʻe o nā kelepona paʻalima, ke ulu nei ka ʻōnaehana o 5G CPEs, nā modula 5G a me nā puka ʻoihana, a ʻo ka hapa o kēlā me kēia ʻano o ka kikowaena 5G e like me luna.
No ka mākeke kikowaena 5G kūloko, e like me ka Q2 2023, ua loaʻa i ka huina o 1,274 mau hiʻohiʻona o nā kikowaena 5G mai 278 mau mea kūʻai aku kikowaena ma Kina nā palapala ʻae komo pūnaewele mai ka MIIT. Ua hoʻomau ka hoʻonui ʻia ʻana o nā kikowaena 5G, me nā kelepona paʻalima e helu ana ma mua o ka hapalua o ka huina ma kahi o 62.8%. Ma waho aʻe o nā kelepona paʻalima, ke ulu nei ka ʻōnaehana o nā modula 5G, nā kikowaena i kau ʻia ma ke kaʻa, nā 5G CPE, nā mea hoʻopaʻa leo kānāwai, nā PC papa a me nā puka komo ʻoihana, a he liʻiliʻi ka unahi, e hōʻike ana i nā ʻano o nā ʻano he nui akā he liʻiliʻi loa ka unahi noi. ʻO ka hapa o nā ʻano like ʻole o nā ʻano kikowaena 5G ma Kina penei:
Eia kekahi, e like me ka wānana a ke Kula ʻOihana ʻIke a me ke Kamaʻilio ʻo Kina (AICT), ma ka makahiki 2025, ʻo ka huina o nā kikowaena 5G e ʻoi aku ma mua o 3,200, a ʻo ka huina o nā kikowaena ʻoihana he 2,000, me ka hoʻomohala like ʻana o ka "kumu + i hoʻopilikino ʻia", a hiki ke hoʻokō ʻia he ʻumi miliona mau pilina. I ke au o "pili nā mea āpau", kahi e hoʻonui mau nei ʻo 5G, ʻo ka Pūnaewele o nā Mea (IoT), me nā kikowaena, he wahi mākeke ma mua o 10 trillion kālā US, a ʻo ka wahi mākeke kūpono o nā lako kikowaena akamai, me nā ʻano kikowaena ʻoihana like ʻole, he kiʻekiʻe e like me 2 ~ 3 trillion kālā US.
Ka manawa hoʻouna: Nov-16-2023