Mea kākau: Ulink Media
Ua ʻimi ʻia ʻo 5G e ka ʻoihana, a ua manaʻo nui nā wahi āpau o ke ola.I kēia mau lā, ua komo mālie ʻo 5G i kahi manawa o ka hoʻomohala paʻa, a ua hoʻi ka ʻano o kēlā me kēia kanaka i ka "ʻoluʻolu".ʻOiai ka emi ʻana o ka nui o nā leo i ka ʻoihana a me ka hui ʻana o nā nūhou maikaʻi a maikaʻi ʻole e pili ana iā 5G, ke nānā mau nei ʻo AIoT Research Institute i ka hoʻomohala hou ʻana o 5G, a ua hoʻokumu i kahi "Cellular IoT Series of 5G Market Tracking and Research Report (2023). Edition)" no kēia kumu.Maʻaneʻi, e unuhiʻia kekahi o nā mea o ka hōʻike e hōʻike i ka hoʻomohala maoli o 5G eMBB, 5G RedCap a me 5G NB-IoT me kaʻikepili pahuhopu.
5G eMBB
Mai ka hiʻohiʻona o 5G eMBB terminal module shipments, i kēia manawa, i ka mākeke non-cellular, liʻiliʻi nā hoʻouna ʻana o nā modula 5G eMBB i hoʻohālikelike ʻia me nā mea i manaʻo ʻia.Ke lawe nei i ka huina o ka hoʻouna ʻana o 5G eMBB modules ma 2022 ma ke ʻano he laʻana, ʻo ka nui o ka hoʻouna ʻana he 10 miliona ma ka honua holoʻokoʻa, ʻo 20% -30% o ka nui o ka hoʻouna ʻana mai ka mākeke Kina.E ʻike ʻo 2023 i ka ulu ʻana, a ʻo ka nui o ka hoʻouna ʻana o ka honua holoʻokoʻa o 5G eMBB modules e manaʻo ʻia e hiki i 1,300w.Ma hope o 2023, ma muli o ka ʻenehana ʻoi aʻe a me ka ʻimi piha ʻana o ka mākeke noi, i hui pū ʻia me ka waihona liʻiliʻi i ka wā ma mua, hiki ke mālama i kahi kiʻekiʻe o ka ulu., a i ʻole e mālama i kahi ulu ulu kiʻekiʻe.Wahi a ka wanana o AIoT StarMap Research Institute, e piʻi ana ka nui o ka ulu ʻana i ka 60% -75% i nā makahiki e hiki mai ana.
Mai ka hiʻohiʻona o ka hoʻouna ʻana o 5G eMBB terminal module, no ka mākeke honua, ʻo ka hapa nui loa o nā hoʻouna noi IoT aia i ka mākeke noi FWA, kahi i loaʻa i nā ʻano ʻano terminal like CPE, MiFi, IDU/ODU, etc. e ka mākeke lako eMBB, kahi o nā ʻano kikowaena VR / XR, nā pahu kaʻa i kau ʻia, a me nā mea ʻē aʻe, a laila ʻo ka mākeke automation ʻoihana, kahi o nā puka terminal nui he ʻīpuka ʻoihana, kāleka hana, a me nā mea ʻē aʻe. ʻO ka mākeke automation, kahi o nā puka terminal nui he mau puka ʻoihana a me nā kāleka ʻoihana.ʻO ke kikowaena maʻamau ʻo CPE, me ka nui o ka hoʻouna ʻana ma kahi o 6 miliona mau ʻāpana i 2022, a manaʻo ʻia ka nui o ka hoʻouna ʻana e hiki i 8 miliona mau ʻāpana i 2023.
No ka mākeke kūloko, ʻo ka wahi hoʻouna nui o 5G terminal module ʻo ia ka mākeke kaʻa, a he liʻiliʻi wale 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 i ka hoʻouna ʻana i loko o ka hale i 1 miliona mau ʻāpana i 2023.
5G RedCap
Mai ka maloʻo ʻana o ka mana R17 o ka maʻamau, ua hoʻolaha ka ʻoihana i ka hoʻolaha ʻana o 5G RedCap e pili ana i ka maʻamau.I kēia lā, ʻoi aku ka wikiwiki o ka hoʻolaha ʻana o 5G RedCap ma mua o ka mea i manaʻo ʻia.
I ka hapa mua o 2023, 5G RedCap ʻenehana a me nā huahana e ulu mālie.I kēia manawa, ua hoʻomaka kekahi mau mea kūʻai aku i kā lākou mau huahana 5G RedCap mua no ka hoʻāʻo ʻana, a ua manaʻo ʻia i ka hapa mua o 2024, ʻoi aku ka nui o 5G RedCap chips, modules a me nā terminals e komo i ka mākeke, e wehe i kekahi mau hiʻohiʻona no ka noi. , a ma 2025, e hoʻomaka ka hoʻokō ʻia ʻana o ka noi nui.
I kēia manawa, ua hoʻoikaika nā mea hana chip, nā mea hana module, nā mea hana a me nā ʻoihana terminal e hoʻoikaika mālie i ka hoʻāʻo ʻana o 5G RedCap end-to-end, hōʻoia ʻenehana a me ka hoʻomohala ʻana i ka huahana a me ka hopena.
E pili ana i ke kumu kūʻai o 5G RedCap modules, aia nō kekahi ʻokoʻa ma waena o ke kumu kūʻai mua o 5G RedCap a me Cat.4.ʻOiai hiki iā 5G RedCap ke mālama i ka 50% -60% o ke kumukūʻai o nā modula 5G eMBB i kēia manawa ma o ka hōʻemi ʻana i ka hoʻohana ʻana i nā polokalamu he nui ma o ka hana ʻana, e ʻoi aku ke kumukūʻai ma mua o $100 a i ʻole $200.Eia nō naʻe, me ka hoʻomohala ʻana o ka ʻoihana, e hoʻomau ke kumukūʻai o nā modula 5G RedCap e hāʻule a hiki i ka hoʻohālikelike ʻana i ke kumu kūʻai o kēia manawa Cat.4 modules o $50-80.
5G NB-IoT
Ma hope o ka hoʻolaha kiʻekiʻe a me ka hoʻomohala kiʻekiʻe o ka 5G NB-IoT i ka wā mua, ʻo ka hoʻomohala ʻana o 5G NB-IoT i nā makahiki e hiki mai ana ua mālama i kahi kūlana paʻa, ʻaʻohe mea mai ka manaʻo o ka nui o ka hoʻouna ʻana o ka module a i ʻole. kahua hoʻouna.Ma ke ʻano o ka nui o ka hoʻouna ʻana, noho ʻo 5G NB-IoT ma luna a ma lalo o ka pae 10 miliona, e like me ka mea i hōʻike ʻia ma ke kiʻi aʻe.
Ma nā ʻōlelo o nā wahi hoʻouna, ʻaʻole i hoʻāla ʻo 5G NB-IoT i kahi ʻoi aku ka nui o nā wahi noi, a ke kau nui ʻia kāna mau wahi noi i nā wahi he nui e like me nā mika akamai, nā māka puka akamai, nā mea ʻike uahi akamai, nā ʻalela kinoea, etc. Ma 2022, ʻo nā moku nui o 5G NB-IoT e like me kēia:
Hoʻolaha i ka hoʻomohala ʻana o nā terminals 5G mai nā kihi he nui a hoʻonui mau i ka helu a me ke ʻano o nā terminals
Mai ka hoʻolaha ʻana o 5G, ua hoʻoikaika ikaika ke aupuni i nā ʻoihana kaulahao ʻoihana 5G e hoʻolalelale i ka ʻimi hoʻokele o nā hiʻohiʻona noiʻi ʻoihana 5G, a ua hōʻike ʻo 5G i kahi kūlana "multi-point blossoming" i ka mākeke noi ʻoihana, me nā pae like ʻole o ka pae ʻana i loko. ka Internet ʻoihana, kaʻa kaʻa kūʻokoʻa, telemedicine a me nā wahi niche ʻē aʻe.Ma hope o kahi kokoke i kekahi mau makahiki o ka ʻimi ʻana, ʻoi aku ka maʻalahi o nā noi ʻoihana 5G, mai ka ʻimi hoʻokele a hiki i ka pae hoʻolaha wikiwiki, me ka hoʻolaha ʻana o nā noi ʻoihana.I kēia manawa, hoʻolaha ikaika ka ʻoihana i ka hoʻomohala ʻana i nā ʻoihana ʻoihana 5G mai nā kihi he nui.
Mai ka hiʻohiʻona o nā ʻoihana ʻoihana wale nō, ʻoiai ke wikiwiki nei ka hoʻolaha ʻana o nā ʻoihana ʻoihana 5G, ua mākaukau nā mea hana hale a me nā ʻāina ʻē aʻe e hele, a ke hoʻomau nei lākou i ka hoʻonui ʻana i ka waiwai R&D ma nā ʻoihana ʻoihana 5G, no laila ka helu a me nā ʻano o ka ʻoihana 5G. hoʻomau ka hoʻonui ʻia ʻana o nā terminals.E pili ana i ka mākeke kikowaena 5G honua, e like me Q2 2023, 448 mau mea kūʻai kūʻai kikowaena a puni ka honua i hoʻokuʻu i 2,662 mau hiʻohiʻona o 5G terminals (me ka loaʻa a me ka wā e hiki mai ana), a aia ma kahi o 30 mau ʻano o nā ʻano terminal, nona nā terminals non-handset 5G. helu no 50.7%.Ma waho aʻe o nā kelepona paʻalima, ke oʻo nei ke kaiaola o 5G CPEs, 5G modules a me nā ʻīpuka ʻoihana, a ʻo ka hapa o kēlā me kēia ʻano o 5G terminal e like me luna.
No ka mākeke 5G terminal home, i ka Q2 2023, he 1,274 mau hiʻohiʻona o nā terminals 5G mai 278 mau mea kūʻai terminal ma Kina i loaʻa i nā ʻae komo pūnaewele mai ka MIIT. no ka hapalua o ka huina ma kahi o 62.8%.Ma waho aʻe o nā kelepona paʻalima, ke oʻo nei ke kaiaola o nā modula 5G, nā pahu kaʻa i kau ʻia, 5G CPEs, nā mea hoʻopaʻa hoʻopaʻa kānāwai, nā papa PC a me nā ʻīpuka ʻoihana e oʻo ana, a he liʻiliʻi liʻiliʻi ka pālākiō, e hōʻike ana i nā hiʻohiʻona o nā ʻano he nui akā liʻiliʻi loa. .ʻO ka māhele o nā ʻano ʻano o nā ʻano terminal 5G ma Kina penei:
Eia kekahi, e like me ka wanana a China Academy of Information and Communications Technology (AICT), ma ka makahiki 2025, ʻoi aku ka nui o ka huina o 5G ma mua o 3,200, a ʻo ka huina kumulative o nā ʻoihana ʻoihana hiki ke 2,000, me ka hoʻomohala like. o ka "kumu + customised", a hiki ke hoʻokō ʻia he ʻumi miliona mau pilina.I ka wā o "pili nā mea āpau", kahi e hoʻonui mau ai ka 5G, ʻo ka Internet of Things (IoT), me nā terminals, he wahi mākeke ʻoi aku ma mua o 10 trillion US kālā, a me ka wahi mākeke kūpono o nā lako terminal naʻauao. me nā ʻano ʻano o nā ʻoihana ʻoihana, ʻoi aku ka kiʻekiʻe e like me 2 ~ 3 trillion US kālā.
Ka manawa hoʻouna: Nov-16-2023