4G changes life, 5G changes society ", the emerging 5G technology in the past two years has opened up a new era of the Internet of Things. And this year is a crucial year for the large-scale commercialization of 5G in China, with June 6th coinciding with the one-year anniversary of 5G licensing. What kind of report card has China's 5G delivered in one year? What surprises has 5G brought us, from networks to technology, from scenarios to applications?
Policy dividends are frequently released, with over 36 million 5G users
The support of national policies is crucial for the development of the 5G industry. In fact, the Chinese government has been actively promoting the construction of 5G. Even before the official commercialization of 5G, departments such as the Ministry of Industry and Information Technology and the National Development and Reform Commission issued a series of policies related to 5G, continuously strengthening the deployment of domestic 5G development; Since the beginning of this year, various ministries and commissions of the country have repeatedly emphasized the need to accelerate the construction progress of 5G, and have included 5G construction as the top of the seven new infrastructure projects.
5G base station planning (incomplete) statistics for all provinces/municipalities directly under the central government in China
5G is gradually being implemented under the joint efforts of the government, operators, and industry chain. According to public information, as of the end of April, China Mobile has built nearly 140000 5G base stations nationwide, and the scale will exceed 300000 by the end of the year; China Telecom and China Unicom have currently opened a total of 100000 5G base stations, striving to reach a scale of 250000 by the end of the year. Now on the land of our motherland, there are about 10000 5G base stations added every week. In April, the number of 5G users increased by over 7 million in a month, and the cumulative number of 5G users has exceeded 36 million. ”On May 25th, at this year's National People's Congress and Chinese People's Political Consultative Conference, Minister of Industry and Information Technology Miao Wei expressed his joy.
The pattern of "four cards and two networks" has been established, and the "new CP" is making efforts to integrate cloud and network
Since China Telecom and China Unicom announced their joint 5G construction last year, on May 20th of this year, China Mobile and China Radio and Television also formed a strong alliance and signed a cooperation framework agreement on 5G co construction and sharing. At this point, the four 5G license holders have formed two pairs of "CPs" - "China Mobile+China Radio and Television" and "China Telecom+China Unicom", officially forming a "2+2" pattern. The impact of 5G on the market landscape of telecom operators, from three operators to "four cards and two networks", is evident.
China Mobile and China Radio and Television signed a cooperation agreement
As China's 5G network gradually matures, operators have entered a critical stage of digital transformation. The 5G era is the era of cloud, the era of cloud and network integration. Although the cooperation content between the two "CP" groups is different, cloud network integration has become a common consensus among current operators. China Mobile has publicly stated that it will continuously optimize its investment structure in the future, investing important resources mainly in forging 5G first mover advantages, ensuring 4G traffic growth, promoting network cloud transformation, and strengthening IT support. China Telecom will comprehensively accelerate the process of cloud transformation, promote cloud network integration, build a digital platform for cloud network integration, and create a new type of network infrastructure. China Unicom will also continue to increase its efforts in "5G+cloud computing" and accelerate the construction of a cloud computing industry ecosystem.
The dust of the first round of 5G centralized procurement has settled, and equipment terminal manufacturers have ushered in a construction boom
Every upgrade and iteration of communication technology means that the industry may face a reshuffle. Currently, the first round of procurement results for the three major components of 5G networks (core network, bearer network, and wireless access network) by the three major operators have been released.
5G has truly entered the stage of large-scale deployment, and device manufacturers and terminal manufacturers are actively seizing the accompanying 5G dividends. According to statistics, as of February 2020, Huawei has obtained 91 commercial 5G contracts, ZTE has obtained 46 5G commercial contracts in 2019, Ericsson has signed 91 5G commercial agreements and contracts worldwide as of May 2020, and Nokia has signed 70 5G commercial agreements and contracts worldwide as of April 30, 2020.
The results of the centralized procurement of 5G network equipment by the three major telecom operators
In terms of terminals, with the official commercialization of 5G, Huawei, Samsung OPPO、vivo、 Xiaomi and other terminal manufacturers have successively released multiple new models of 5G phones to seize market share. According to a report released by the China Academy of Information and Communications Technology, in April 2020, the domestic market shipped 16.382 million 5G mobile phones, accounting for 39.3% of the same period's mobile phone shipments.
Sound the 5G charge, scene applications bloom everywhere
The industrial transformation brought about by 5G technology is profound. From smart cities to unmanned factories, from fine management of agricultural production to remote medical diagnosis and surgery, from financial technology to connected vehicles and autonomous driving, from 5G unmanned delivery vehicles to 5G smart parks... 5G continues to create surprises for the industry. At the beginning of this year, 5G, which has just been commercialized, also played a great role in the prevention and control of COVID-19. 5G has important applications in industries such as industry, agriculture, transportation, energy, healthcare, media, and smart cities, becoming an important cornerstone of China's future economic and livelihood development.
As an important engine of "new infrastructure", 5G integrates technologies such as big data, the Internet of Things, cloud computing, and AI, forming a new round of technological revolution. It will gradually penetrate various industries and continuously reconstruct new models and formats of the digital economy, laying a solid foundation for building a "digital China".