Wolemba: Ulink Media
Kale 5G inkatsatiridwa kwambiri ndi makampani, ndipo anthu onse anali ndi ziyembekezo zazikulu pankhaniyi. Masiku ano, 5G pang'onopang'ono yalowa mu nthawi yokhazikika, ndipo malingaliro a aliyense abwerera ku "bata". Ngakhale kuti mawu akuchepa mumakampani komanso kusakanikirana kwa nkhani zabwino ndi zoipa zokhudza 5G, AIoT Research Institute ikusamalabe za chitukuko chaposachedwa cha 5G, ndipo yapanga "Cellular IoT Series of 5G Market Tracking and Research Report (2023 Edition)" pachifukwa ichi. Apa, zina mwa zomwe zili mu lipotilo zichotsedwa kuti ziwonetse chitukuko chenicheni cha 5G eMBB, 5G RedCap ndi 5G NB-IoT ndi deta yeniyeni.
5G eMBB
Kuchokera pamalingaliro a kutumiza ma module a terminal a 5G eMBB, pakadali pano, pamsika wopanda mafoni, kutumiza ma module a 5G eMBB ndi kochepa poyerekeza ndi zomwe zimayembekezeredwa. Mwachitsanzo, potengera kutumiza konse kwa ma module a 5G eMBB mu 2022, kuchuluka kwa kutumiza ndi 10 miliyoni padziko lonse lapansi, komwe 20%-30% ya kuchuluka kwa kutumiza kumachokera ku msika waku China. 2023 idzawona kukula, ndipo kuchuluka konse kwa ma module a 5G eMBB padziko lonse lapansi kukuyembekezeka kufika pa 1,300w. Pambuyo pa 2023, chifukwa cha ukadaulo wokhwima komanso kufufuza bwino msika wogwiritsira ntchito, kuphatikiza ndi maziko ang'onoang'ono m'nthawi yapitayi, ikhoza kukhala ndi kukula kwakukulu. , kapena idzakhala ndi kukula kwakukulu. Malinga ndi kulosera kwa AIoT StarMap Research Institute, kukula kudzafika pa 60%-75% m'zaka zingapo zikubwerazi.
Kuchokera pamalingaliro a kutumiza ma module a terminal a 5G eMBB, pamsika wapadziko lonse lapansi, gawo lalikulu la kutumiza kwa ma application a IoT lili pamsika wa FWA application, womwe umaphatikizapo mitundu yosiyanasiyana ya ma terminal monga CPE, MiFi, IDU/ODU, ndi zina zotero, kutsatiridwa ndi msika wa zida za eMBB, komwe mitundu ya ma terminal makamaka ndi VR/XR, ma terminal oyikidwa pagalimoto, ndi zina zotero, kenako msika wa ma automation a mafakitale, komwe mitundu yayikulu ya ma terminal ndi ma industrial gateway, work-card, ndi zina zotero. Kenako pali msika wa ma automation a mafakitale, komwe mitundu yayikulu ya ma terminal ndi ma industrial gateway ndi ma industrial card. Ma terminal odziwika bwino kwambiri ndi CPE, okhala ndi katundu wokwana pafupifupi 6 miliyoni mu 2022, ndipo kuchuluka kwa katundu wotumizidwa kukuyembekezeka kufika 8 miliyoni miliyoni mu 2023.
Pa msika wa m'dziko muno, malo otumizira magalimoto a 5G terminal module ndi msika wamagalimoto, ndipo opanga magalimoto ochepa okha (monga BYD) ndi omwe akugwiritsa ntchito 5G eMBB module, ndithudi, pali opanga magalimoto ena omwe akuyesa ndi opanga ma module. Akuyembekezeka kuti katundu wa m'dziko muno adzafika pa 1 miliyoni mu 2023.
5G RedCap
Kuyambira pomwe mtundu wa R17 wa muyezowu unayimitsidwa, makampaniwa akhala akulimbikitsa malonda a 5G RedCap kutengera muyezowu. Masiku ano, malonda a 5G RedCap akuoneka kuti akupita patsogolo mofulumira kuposa momwe amayembekezera.
Mu theka loyamba la chaka cha 2023, ukadaulo ndi zinthu za 5G RedCap zidzakula pang'onopang'ono. Pakadali pano, ogulitsa ena ayambitsa zinthu zawo za m'badwo woyamba wa 5G RedCap kuti ziyesedwe, ndipo akuyembekezeka kuti mu theka loyamba la chaka cha 2024, ma chips, ma module ndi ma terminals ena a 5G RedCap adzalowa pamsika, zomwe zidzatsegula zochitika zina zogwiritsira ntchito, ndipo mu 2025, kugwiritsa ntchito kwakukulu kudzayamba kuchitika.
Pakadali pano, opanga ma chip, opanga ma module, ogwiritsa ntchito ndi mabizinesi a terminal ayesetsa kupititsa patsogolo pang'onopang'ono kuyesa kwa 5G RedCap kuyambira pachiyambi mpaka kumapeto, kutsimikizira ukadaulo komanso kupanga zinthu ndi mayankho.
Ponena za mtengo wa ma module a 5G RedCap, pali kusiyana pakati pa mtengo woyamba wa 5G RedCap ndi Cat.4. Ngakhale 5G RedCap ikhoza kusunga 50%-60% ya mtengo wa ma module a 5G eMBB omwe alipo pochepetsa kugwiritsa ntchito zida zambiri kudzera mu kukonza, idzawonongabe ndalama zoposa $100 kapena pafupifupi $200. Komabe, ndi chitukuko cha makampani, mtengo wa ma module a 5G RedCap upitiliza kutsika mpaka utafanana ndi mtengo wa ma module a Cat.4 omwe alipo pano wa $50-80.
5G NB-IoT
Pambuyo pa kutchuka kwa 5G NB-IoT komanso kupangidwa mwachangu kwa 5G NB-IoT kumayambiriro kwa chaka, kupangidwa kwa 5G NB-IoT m'zaka zingapo zikubwerazi kwakhalabe kokhazikika, mosasamala kanthu za kuchuluka kwa kutumiza kapena gawo lotumizira. Ponena za kuchuluka kwa kutumiza, 5G NB-IoT imakhala pamwamba komanso pansi pa mulingo wa 10 miliyoni, monga momwe chithunzi chotsatirachi chikusonyezera.
Ponena za malo otumizira, 5G NB-IoT sinayambitse kufalikira kwa ma madera ambiri ogwiritsira ntchito, ndipo malo ogwiritsira ntchito ake akadali kuyang'ana kwambiri madera angapo monga ma smart meter, ma smart door maginito, ma smart smoke sensors, ma alarm a gasi, ndi zina zotero. Mu 2022, kutumiza kwakukulu kwa 5G NB-IoT kudzakhala motere:
Kulimbikitsa chitukuko cha ma terminal a 5G kuchokera mbali zosiyanasiyana ndikuwonjezera kuchuluka ndi mtundu wa ma terminal nthawi zonse.
Kuyambira pamene 5G idagulitsidwa, boma lakhala likulimbikitsa makampani opanga mabizinesi a 5G kuti afulumizitse kufufuza koyesa kwa njira zogwiritsira ntchito mabizinesi a 5G, ndipo 5G yawonetsa "kukula kwa zinthu zambiri" pamsika wamakampani opanga mabizinesi, ndi magawo osiyanasiyana a malo ofikira pa intaneti yamafakitale, kuyendetsa galimoto yodziyimira payokha, kugwiritsa ntchito telefoni ndi madera ena apadera. Pambuyo pa zaka pafupifupi zingapo zofufuzira, mapulogalamu a makampani a 5G akuyamba kumveka bwino, kuyambira pa kufufuza koyesa mpaka gawo lolimbikitsa mwachangu, ndi kufalikira kwa mapulogalamu amakampani. Pakadali pano, makampaniwa akulimbikitsa kwambiri chitukuko cha malo opangira mabizinesi a 5G kuchokera mbali zosiyanasiyana.
Kuchokera pamalingaliro a ma terminal okha amakampani, pamene malonda a ma terminal amakampani a 5G akuchulukira pang'onopang'ono, opanga zida zama terminal akunyumba ndi akunja ali okonzeka kuyamba, ndipo akupitiliza kuwonjezera ndalama za R&D m'ma terminal amakampani a 5G, kotero chiwerengero ndi mitundu ya ma terminal amakampani a 5G ikupitilirabe kuchulukitsidwa. Ponena za msika wapadziko lonse wa ma terminal a 5G, pofika kotala lachiwiri la 2023, ogulitsa ma terminal 448 padziko lonse lapansi atulutsa mitundu 2,662 ya ma terminal a 5G (kuphatikiza omwe alipo komanso omwe akubwera), ndipo pali mitundu pafupifupi 30 ya ma terminal, omwe ma terminal a 5G omwe si a mafoni amawerengera 50.7%. Kuphatikiza pa mafoni am'manja, chilengedwe cha ma CPE a 5G, ma module a 5G ndi zipata zamafakitale chikukhwima, ndipo gawo la mtundu uliwonse wa ma terminal a 5G ndi monga momwe zilili pamwambapa.
Ponena za msika wa 5G terminal wa mdziko muno, pofika kotala lachiwiri la chaka cha 2023, mitundu yonse ya 1,274 ya ma terminal a 5G ochokera kwa ogulitsa ma terminal 278 ku China apeza zilolezo zolowera pa netiweki kuchokera ku MIIT. Kufikira ma terminal a 5G kwapitirira kukula, ndipo mafoni a m'manja akupitilira theka la onse pa pafupifupi 62.8%. Kuwonjezera pa mafoni a m'manja, chilengedwe cha ma module a 5G, ma terminal oyikidwa pamagalimoto, ma CPE a 5G, zojambulira za apolisi, ma PC a mapiritsi ndi zipata zamafakitale chikukhwima, ndipo kukula kwake nthawi zambiri kumakhala kochepa, kuwonetsa mawonekedwe amitundu yambiri koma kukula kochepa kwambiri. Chiŵerengero cha mitundu yosiyanasiyana ya ma terminal a 5G ku China ndi motere:
Kuphatikiza apo, malinga ndi zomwe zanenedweratu ndi China Academy of Information and Communications Technology (AICT), pofika chaka cha 2025, malo okwana 5G adzakhala oposa 3,200, omwe malo okwana 2,000 a mafakitale akhoza kukhala, ndi chitukuko cha "zoyambira + zosinthidwa", ndipo maulumikizidwe mamiliyoni khumi akhoza kuchitika. Mu nthawi ya "zonse zimalumikizidwa", momwe 5G ikukulirakulira nthawi zonse, intaneti ya Zinthu (IoT), kuphatikiza malo okwana, ili ndi malo ogulitsira oposa 10 trillion US dollars, ndipo malo ogulitsira anzeru a terminal, kuphatikiza mitundu yosiyanasiyana ya malo ogulitsira mafakitale, ndi okwera mpaka 2 ~ 3 trillion US dollars.
Nthawi yotumizira: Novembala-16-2023