China Mobile launches the "5G Terminal Pioneer Program": Releases the first batch of 5G pre-commercial terminals in 2019
5G (5th-generation) is the abbreviation of the fifth-generation mobile communication technology, but unlike 4G, 3G, and 2G, 5G is not an independent and brand-new wireless access technology, but is a reference to the existing wireless access technology ( Including the technological evolution of 2G, 3G, 4G and WiFi), as well as some new supplementary wireless access technology integrated solutions.
In 2017, the global 5G mobile communication era is getting closer, and governments of various countries have regarded 5G construction and application development as important national goals. 5G telecom operators and equipment manufacturers in various technology camps are also ready to take off, and the 5G market is on the verge of war. .
In 2018, U.S. operators will start 5G deployment in some cities, Verizon will start the deployment of non-3GPP standard 5G independent networking for fixed wireless access scenarios in the 28GHz millimeter wave frequency band, and then will shift to 3GPP standard 5G deployment; and AT&T announced that it will begin commercial deployment of 5G NSA based on 3GPP standards. South Korea’s KT demonstrated the application of 28GHz 5G systems based on non-3GPP standards at PyeongChang*** in February 2018, and will subsequently move to 3GPP’s 5G NR NSA deployment.
Facing the considerable opportunities brought by 5G and Internet of Things technologies, the Chinese government is actively promoting and continuously increasing relevant policies.
China's 5G market will reach 3.3 trillion in 2025
According to the "5G Economic and Social Impact White Paper" predicted by the China Academy of Information and Communications Technology, the direct output and indirect output driven by 5G will reach 6.3 trillion and 10.6 trillion respectively in 2030.
In terms of direct output, starting from the official commercial use of 5G in 2020, it is expected that it will drive about 484 billion yuan in direct output that year, which will increase to 3.3 trillion yuan and 6.3 trillion yuan in 2025 and 2030 respectively. The average compound growth rate is 29%.
In terms of indirect output, 5G will drive 1.2 trillion, 6.3 trillion and 10.6 trillion yuan in 2020, 2025, and 2030, respectively, with a compound annual growth rate of 24%.
From the perspective of the industrial structure, the driving force for output growth has been successively changed with the deepening of the 5G commercial process.
In the initial stage of 5G commercial use, operators will carry out large-scale network construction, and the income of equipment manufacturers brought by investment in 5G network equipment will become the main source of direct economic output of 5G. It is estimated that in 2020, network equipment and terminal equipment revenue will total about 450 billion yuan, accounting for 94% of total direct economic output. In the mid-stage of 5G commercial use, terminal equipment expenditures and telecommunications service expenditures from users and other industries continue to grow. It is estimated that by 2025, the above two expenditures will be 1.4 trillion and 0.7 trillion yuan, accounting for 64 billion yuan of total direct economic output. %.
In the middle and late stages of 5G commercialization, 5G-related information service revenue of Internet companies has increased significantly, becoming the main source of direct output. It is estimated that in 2030, Internet information service revenue will reach 2.6 trillion yuan, accounting for 42% of total direct economic output.
