5g's beautiful vision of changing society and trillions of economic output are full of expectations. As 5g moves closer and closer, projects around 5g are blooming everywhere, and operators, chip and terminal manufacturers upstream and downstream of the industrial chain are also preparing for a sprint. So, has 5g commercial construction started? It is expected to build 10000 5g base stations by the end of 2020.
All localities have promoted 5g projects
5g railway station, 5g smart expressway, 5g subway station, 5g automatic driving demonstration area, 5g Telephone & hellip& hellip; In 2019, the world officially ushered in the "outlet" of 5g scale commercial deployment, and 5g projects around China are also blooming everywhere.
5g is revolutionary in realizing the expansion from the mobile Internet to the Internet of things. 3GPP defines three 5g application scenarios as embB, mmtc and urrllc. Among them, embB corresponds to enhanced mobile broadband such as 3D / UHD video, which is also a familiar mobile Internet scene; Both mmtc and urrllc belong to the Internet of things scenario. Mmtc corresponds to large-scale machine communication, while urllc corresponds to services requiring low delay and high reliable connection, such as unmanned driving and industrial automation.
As one of the important cities with the first 5g layout conducted by the three major operators at the same time, Shanghai's 5g layout is ahead of the country.
Ying Yong, mayor of Shanghai, said that Shanghai has actively explored the application of 5g in many fields such as manufacturing, transportation, education and medical treatment. At present, nearly 500 5g base stations have been built. The first 5g mobile phone dialogue has been dialed in Shanghai, and Shanghai has become the first 5g pilot commercial City in China.
According to Shanghai's plan, by 2020, Shanghai's goal is to build 30000 5g base stations and realize the deep coverage of 5g network in the whole city.
On the day of World Telecom day on May 17, Shanghai Telecom announced that it would work with all parties to jointly build an open industrial ecology, accelerate the construction of 5g network on the basis of Shanghai's "10 Gigabit to building and Gigabit to home" optical network coverage, and basically form a 5g mobile gigabit network covering central urban areas and major towns by 2020, So as to build Shanghai into a 'double Gigabit city' with 5g + broadband.
In addition to Shanghai, local governments also have high hopes for 5g. On May 15, Guangdong Province officially announced the action plan for accelerating the development of 5g industry in Guangdong Province (2019-2022). The document points out that by the end of 2020, the 5g network in the central urban area of the Pearl River Delta will basically realize continuous coverage and commercial use; There are 60000 5g base stations in the province, and the number of 5g individual users has reached 4 million; The output value of 5g exceeds 300 billion yuan; There are more than 30 5g demonstration application scenarios. By the end of 2022, 5g broadband urban agglomeration will be built in the Pearl River Delta, and 5g network continuous coverage will be realized in the main urban areas of Eastern, Western and northern Guangdong; There are 170000 5g base stations in the province.
Also on May 15, Shandong Unicom held a '5g test network opening and 5g smart family full ecological press conference', and officially opened the 5g test network in 16 cities in the province.
5g was first written into the government work report of the two sessions in 2017. At the end of 2018, the central economic work conference redefined infrastructure construction, defined 5g, artificial intelligence, industrial Internet and Internet of things as' new infrastructure construction ', and listed infrastructure as one of the key tasks in 2019.
At the two sessions held in various places this year, the construction of new infrastructure such as 5g and AI has also become the focus of the local government work report in 2019. Among them, Beijing mentioned 5g three times, which shows its importance.
All localities have embraced 5g, but the fastest progress is still the pilot cities of the three major operators. Last December, Li Zhengmao, vice president of China Mobile Group, said at the China Mobile 5g innovation cooperation summit that China Mobile has 17 experimental cities in China. Among them, 5g scale experiments were carried out in five cities: Hangzhou, Shanghai, Suzhou, Guangzhou and Wuhan, and application demonstrations were carried out in 12 cities: Beijing, Chengdu, Shenzhen, Qingdao, Tianjin, Fuzhou, Wuhan, Nanjing, Guiyang, Shenyang, Zhengzhou and Chongqing.
China Unicom plans to conduct 5g test in 17 cities including Beijing, xiong'an, Shenyang, Tianjin, Qingdao, Nanjing, Shanghai, Hangzhou, Fuzhou, Shenzhen, Zhengzhou, Chengdu, Chongqing, Wuhan, Guiyang, Guangzhou and Zhangjiakou.
China Telecom is preparing to conduct experiments in 17 cities such as Beijing, xiong'an, Shenzhen, Shanghai, Suzhou, Chengdu, Lanzhou, Nanjing, Fuzhou, Chongqing, Hangzhou and Haikou.
Explore 5g business model
The technological revolution has brought new business model changes. 5g is the era of interconnection of all things, but no enterprise dares to guarantee that it has found a 'killer' application, and the upstream and downstream of the industrial chain are still discussing the 5g business model together.
According to the prediction of China Academy of information and communications, it is estimated that during 2020-2025, China's 5g business will directly drive the total economic output of 10.6 trillion yuan, directly create economic added value of 3.3 trillion yuan, indirectly drive the total economic output of about 24.8 trillion yuan, and indirectly drive the economic added value of 8.4 trillion yuan.
Deng Taihua, senior vice president of Huawei Technology Co., Ltd., said that this year is the first year of global 5g commercial scale, and the global 5g development has exceeded expectations. "Many 5g networks will be released for commercial use overseas, including South Korea, the United States, some countries in Europe and the Middle East. However, the success of the global 5g industry still depends on China, because the scale of 5g overseas commercial scale is still small, For example, there are more than 100000 stations in South Korea, which is equivalent to a medium-sized Province in China; The United States mainly uses millimeter waves, which is different from the mainstream in the world. "
Although 5g is developing rapidly, telecom operators and upstream and downstream of the industrial chain are still looking for new business models and landing applications. Wen Ku, director of the information and Communication Development Department of the Ministry of industry and information technology, pointed out at the press conference on the development of industrial communication industry in the first quarter of this year that '5g now feels difficult, but in the long run, building well is not the purpose of 5g, and using well is the real purpose of 5g.
'5g is not just a simple traffic charging, but a complex charging model to provide different charging means for different delays, different security levels, different scenarios and different customer quality. Without charging, there will be no business model. Without business model, 5g investment will not come back, and 5g investment will not come back, there will be no future.' Tian Suning, chairman of CICA, said at an industry forum.
"Judging from the current trend, 5g investment is really difficult to turn into profit. 2G is voice operation, 3G and 4G are traffic operation. The traffic operation mode has come to an end, and 5g profit-making mode needs to be reconsidered." Bi Qi, chief engineer of China Telecom Research Institute, believes that promoting the development of vertical industries requires changing thinking. Whether to provide personalized services will be the key to the success of 5g in the future.
Hu houkun, vice chairman of Huawei, said at a recent forum, "facing the vertical industry, we are not prepared for the obstacles that applications need to overcome."
'for example, 5g telemedicine surgery, how do all stakeholders distribute benefits? Who pays and how? If this problem is not solved, there will be great obstacles for vertical industry applications. I admit that the prospect is very good, but let's not ignore the above challenges it faces. " Hu houkun said that in terms of how to adjust the business model in the 5g era, doing a good job may mean endless business opportunities; If not done well, many existing players will eventually be subverted or even disappear.
No matter telecom operators, equipment manufacturers, chip companies and terminal companies, compared with previous generations of mobile communication technologies, the industrial chain in 5g period emphasizes win-win cooperation and jointly build ecology. At the same time, the communication industry is also seeking more integration and cooperation with various vertical industries to jointly explore the industrial value of 5g.
At last year's China Mobile 5g innovation cooperation summit, China Mobile, together with a series of partners, launched three projects and action plans, including 'smart 5g', 'first opportunity 5g' and 'colorful 5g', to develop 5g from three aspects: network implementation, 5g mobile phones and other terminals, and integration and cooperation with various industries. " Gorgeous color 5g 'means that China Mobile will jointly build a new 5g ecology with all walks of life through application demonstration, fund support and building 5g Joint Innovation Center incubator.
In April this year, China Unicom announced the establishment of the '5g application innovation alliance'. The members of the alliance come from dozens of cutting-edge companies in the fields of new media, industrial Internet, Internet of vehicles, medical treatment, education and tourism, and cooperate with Spain Telecom Group (TEF), Japan Telegraph and telephone company (NTT), France Telecom Group (Orange) British Telecom and other international well-known operators and digital service providers jointly launched the '5g international cooperation alliance' to explore the 5g roaming industry cooperation mode.