Wolemba: Ulink Media
5G nthawi ina idatsatiridwa kwambiri ndi makampani, ndipo mikhalidwe yonse ya moyo inali ndi ziyembekezo zazikulu za izo. Masiku ano, 5G yalowa pang'onopang'ono nthawi yachitukuko chokhazikika, ndipo malingaliro a aliyense abwerera ku "bata". Ngakhale kuchepa kwa mawu pamakampani komanso kusakanikirana kwa nkhani zabwino ndi zoyipa za 5G, AIoT Research Institute ikuyang'anabe zakukula kwaposachedwa kwa 5G, ndipo yapanga "Cellular IoT Series of 5G Market Tracking and Research Report (2023 Edition)" pachifukwa ichi. Pano, zina mwa zomwe zili mu lipotilo zidzachotsedwa kuti zisonyeze chitukuko chenicheni cha 5G eMBB, 5G RedCap ndi 5G NB-IoT ndi deta ya zolinga.
5G MBB
Kuchokera pamalingaliro a 5G eMBB terminal module shipments, pakali pano, pamsika wopanda ma cell, kutumiza kwa 5G eMBB modules ndi kochepa poyerekeza ndi ziyembekezo. Kutengera kutumizidwa kwathunthu kwa ma module a 5G eMBB mu 2022 monga mwachitsanzo, kuchuluka kwa kutumiza ndi 10 miliyoni padziko lonse lapansi, pomwe 20% -30% ya kuchuluka kwa katunduyo kumachokera ku msika waku China. 2023 iwona kukula, ndipo kuchuluka kwa kutumiza padziko lonse lapansi kwa ma module a 5G eMBB akuyembekezeka kufika 1,300w. Pambuyo pa 2023, chifukwa chaukadaulo wokhwima komanso kuwunika kokwanira kwa msika wogwiritsa ntchito, kuphatikizidwa ndi maziko ang'onoang'ono omwe adachitika m'mbuyomu, zitha kukhalabe ndikukula kwakukulu. , kapena adzakhalabe ndi kukula kwakukulu. Malinga ndi kulosera kwa AIoT StarMap Research Institute, kukula kudzafika 60% -75% pazaka zingapo zikubwerazi.
Kuchokera pamalingaliro a 5G eMBB terminal yotumiza gawo, pamsika wapadziko lonse lapansi, gawo lalikulu kwambiri la kutumiza kwa IoT lili pamsika wa FWA, womwe umaphatikizapo mitundu yosiyanasiyana yolumikizira monga CPE, MiFi, IDU/ODU, ndi zina zotere, kutsatiridwa ndi msika wa zida za eMBB, komwe mafomu omalizira amakhala makamaka VR/XR, magalimoto okwera pamagalimoto, malo osungiramo magalimoto, misika yamagalimoto, ndi zina zotere. etc. Ndiye pali mafakitale automation msika, kumene waukulu terminal mafomu ndi mafakitale zipata ndi makhadi mafakitale. Malo ogwiritsira ntchito kwambiri ndi CPE, omwe ali ndi katundu wokwana pafupifupi 6 miliyoni mu 2022, ndipo voliyumu yotumizira ikuyembekezeka kufika zidutswa 8 miliyoni mu 2023.
Kwa msika wapakhomo, malo akuluakulu otumizira a 5G terminal module ndi msika wamagalimoto, ndipo opanga magalimoto ochepa okha (monga BYD) akugwiritsa ntchito 5G eMBB module, ndithudi, pali ena opanga magalimoto akuyesa ndi opanga ma module. Akuyembekezeka kuti zotumiza zapakhomo zifika zidutswa 1 miliyoni mu 2023.
5G RedCap
Kuyambira kuzizira kwa mtundu wa R17 wa muyezo, makampaniwa akhala akulimbikitsa malonda a 5G RedCap potengera muyezo. Masiku ano, malonda a 5G RedCap akuwoneka kuti akupita patsogolo mofulumira kuposa momwe amayembekezera.
Mu theka loyamba la 2023, ukadaulo wa 5G RedCap ndi zinthu zidzakula pang'onopang'ono. Pakalipano, ogulitsa ena adayambitsa malonda awo oyambirira a 5G RedCap kuti ayesedwe, ndipo akuyembekezeka kuti mu theka loyamba la 2024, tchipisi zambiri za 5G RedCap, ma modules ndi ma terminals adzalowa mumsika, zomwe zidzatsegula zochitika zina zogwiritsira ntchito, ndipo mu 2025, ntchito yaikulu idzayamba kukwaniritsidwa.
Pakalipano, opanga ma chip, opanga ma module, ogwira ntchito ndi makampani oyendetsa galimoto ayesetsa kulimbikitsa pang'onopang'ono 5G RedCap kuyesa kumapeto kwa mapeto, kutsimikizira teknoloji ndi chitukuko cha mankhwala ndi zothetsera.
Ponena za mtengo wa ma modules a 5G RedCap, pali kusiyana pakati pa mtengo woyamba wa 5G RedCap ndi Cat.4. Ngakhale 5G RedCap ikhoza kupulumutsa 50% -60% ya mtengo wa ma modules a 5G eMBB omwe alipo kale pochepetsa kugwiritsa ntchito zipangizo zambiri mwa kukonza, idzawononga ndalama zoposa $ 100 kapena $ 200. Komabe, ndi chitukuko cha mafakitale, mtengo wa ma modules a 5G RedCap udzapitirirabe mpaka ufanane ndi mtengo wapakatikati wa Cat.4 wa $ 50-80.
5G NB-IoT
Pambuyo pa kulengeza kwapamwamba komanso chitukuko chofulumira cha 5G NB-IoT kumayambiriro, chitukuko cha 5G NB-IoT m'zaka zingapo zotsatira zakhala ndi chikhalidwe chokhazikika, mosasamala kanthu za kuchuluka kwa gawo la kutumiza kapena malo otumizira. Pankhani ya kuchuluka kwa kutumiza, 5G NB-IoT imakhala pamwamba ndi pansi pamlingo wa 10 miliyoni, monga momwe tawonetsera pachithunzi chotsatira.
Pankhani ya malo otumizira, 5G NB-IoT sinayambitse kuphulika m'malo ambiri ogwiritsira ntchito, ndipo malo ake ogwiritsira ntchito akadali akuyang'ana kwambiri madera angapo monga mamita anzeru, maginito a zitseko, masensa anzeru a utsi, ma alarm a gasi, ndi zina zotero. Mu 2022, kutumiza kwakukulu kwa 5G NB-IoT kudzakhala motere:
Kupititsa patsogolo chitukuko cha ma terminals a 5G kuchokera kumakona angapo ndikupititsa patsogolo chiwerengero ndi mtundu wa ma terminals
Kuyambira kugulitsa kwa 5G, boma lidalimbikitsa kwambiri mabizinesi amakampani a 5G kuti apititse patsogolo kufufuza kwa oyendetsa ntchito zamakampani a 5G, ndipo 5G yawonetsa "kufalikira kwamitundu yambiri" pamsika wogwiritsa ntchito makampani, okhala ndi magawo osiyanasiyana ofikira pa intaneti yamakampani, kuyendetsa modziyimira pawokha, madera a telemedicine ndi zina zambiri. Pambuyo pazaka zingapo zofufuza, ntchito zamakampani a 5G zikuwonekera momveka bwino, kuyambira pakufufuza koyendetsa ndege kupita kumalo olimbikitsira mwachangu, ndikufalikira kwa ntchito zamakampani. Pakalipano, makampaniwa akulimbikitsa kwambiri chitukuko cha mafakitale a 5G kuchokera kumakona angapo.
Kuchokera pamalingaliro a malo opangira mafakitale okha, monga momwe malonda a 5G opangira mafakitale akuchulukira pang'onopang'ono, opanga zida zapakhomo ndi zakunja ali okonzeka kupita, ndipo akupitiriza kuonjezera ndalama za R & D m'malo opangira mafakitale a 5G, kotero chiwerengero ndi mitundu ya 5G makampani otsiriza akupitiriza kupindula. Ponena za msika wapadziko lonse wa 5G, monga Q2 2023, ogulitsa 448 padziko lonse lapansi atulutsa zitsanzo za 2,662 za 5G terminals (kuphatikizapo zomwe zilipo ndi zomwe zikubwera), ndipo pali mitundu pafupifupi 30 ya mafomu otsiriza, omwe ma terminals omwe si amtundu wa 5G amawerengera 50.7%. Kuphatikiza pa mafoni a m'manja, chilengedwe cha 5G CPEs, ma modules a 5G ndi zipata za mafakitale zikukula, ndipo chiwerengero cha mtundu uliwonse wa 5G terminal ndi monga pamwambapa.
Ponena za msika wapakhomo wa 5G, kuyambira Q2 2023, chiwerengero cha 1,274 cha ma terminals a 5G kuchokera kwa ogulitsa 278 ku China apeza zilolezo zolowera pa intaneti kuchokera ku MIIT. Kuphatikiza pa mafoni a m'manja, chilengedwe cha ma modules a 5G, malo okwera galimoto, 5G CPEs, zojambulira zamalamulo, ma PC mapiritsi ndi zipata za mafakitale zikukula, ndipo sikeloyo imakhala yaying'ono, ikuwonetsa makhalidwe a mitundu yambiri koma zochepa kwambiri zogwiritsira ntchito. Gawo la mitundu yosiyanasiyana ya 5G terminal mitundu ku China ndi motere:
Kuphatikiza apo, malinga ndi kuneneratu kwa China Academy of Information and Communications Technology (AICT), pofika chaka cha 2025, kuchuluka kwa ma terminals a 5G kudzakhala oposa 3,200, pomwe ma terminals amakampani amatha kukhala 2,000, ndikutukuka munthawi imodzimodzi ya "basic + customized", ndipo maulumikizidwe mamiliyoni khumi akhoza kukhala enieni. Mu nthawi ya "chilichonse cholumikizidwa", momwe 5G ikukulirakulira nthawi zonse, intaneti ya Zinthu (IoT), kuphatikizapo ma terminals, ili ndi malo amsika oposa 10 thililiyoni a US madola, ndi malo omwe angakhale nawo pamsika wa zida zogwiritsira ntchito zanzeru, kuphatikizapo mitundu yosiyanasiyana ya malo opangira mafakitale, ndi okwera kwambiri mpaka 2 ~ 3 thililiyoni madola US.
Nthawi yotumiza: Nov-16-2023