Umbhali: Ulink Media
I-5G yake yalandelwa imboni, futhi yonke imikhakha yempilo yayinokulindela okuphezulu kakhulu kuyo.Namuhla, i-5G ingene kancane kancane esikhathini sokuthuthuka okuzinzile, futhi isimo sengqondo sawo wonke umuntu sibuyele "ekuzoleni".Naphezu kokuncipha kwevolumu yamazwi embonini kanye nengxube yezindaba ezinhle nezingezinhle mayelana ne-5G, i-AIoT Research Institute isanaka ukuthuthukiswa kwakamuva kwe-5G, futhi isungule "I-Cellular IoT Series ye-5G Market Tracking and Research Report (2023) Edition)" ngale njongo.Lapha, okunye okuqukethwe kombiko kuzokhishwa ukuze kuboniswe ukuthuthukiswa kwangempela kwe-5G eMBB, i-5G RedCap ne-5G NB-IoT enedatha yenhloso.
5G eMBB
Ngokombono we-5G eMBB ukuthunyelwa kwemojula yokugcina, okwamanje, emakethe engeyona yamaselula, ukuthunyelwa kwamamojula we-5G eMBB kuncane kakhulu uma kuqhathaniswa nokulindelwe.Uma sithatha isamba sokuthunyelwa kwamamojula we-5G eMBB ngo-2022 njengesibonelo, umthamo wokuthumela uyizigidi eziyishumi emhlabeni jikelele, lapho u-20% -30% wevolumu yokuthunyelwa uvela emakethe yaseShayina.Unyaka ka-2023 uzobona ukukhula, futhi inani lokuthunyelwa komhlaba wonke lamamojula we-5G eMBB kulindeleke ukuthi lifinyelele ku-1,300w.Ngemuva kuka-2023, ngenxa yobuchwepheshe obuvuthiwe nokuhlola ngokugcwele imakethe yezicelo, kuhlanganiswe nesisekelo esincane esikhathini esidlule, ingase igcine izinga lokukhula eliphezulu., noma izogcina izinga lokukhula eliphezulu.Ngokwesibikezelo se-AIoT StarMap Research Institute, izinga lokukhula lizofinyelela ku-60% -75% eminyakeni embalwa ezayo.
Ngokombono wokuthunyelwa kwemojula yesiphetho se-5G eMBB, emakethe yomhlaba wonke, isabelo esikhulu kunazo zonke sokuthunyelwa kwesicelo se-IoT sisemakethe yesicelo se-FWA, ehlanganisa amafomu ahlukahlukene e-terminal njenge-CPE, i-MiFi, i-IDU/ODU, njll., elandelwayo. ngemakethe yemishini ye-EMBB, lapho amafomu etheminali ikakhulukazi eyi-VR/XR, amatheminali agibele izimoto, njll., bese kuba imakethe ye-automation yezimboni, lapho amafomu amatheminali amakhulu kuyisango lezimboni, ikhadi lomsebenzi, njll. Bese kuba nemboni imakethe ye-automation, lapho amafomu etheminali amakhulu kungamasango ezimboni namakhadi ezimboni.Itheminali ejwayelekile kunazo zonke i-CPE, enomthamo wokuthunyelwa wezingxenye ezingaba yizigidi eziyisi-6 ngo-2022, futhi umthamo wokuthumela kulindeleke ukuthi ufinyelele izingcezu eziyizigidi eziyi-8 ngo-2023.
Emakethe yasekhaya, indawo eyinhloko yokuthumela ye-5G terminal module iyimakethe yezimoto, futhi bambalwa abenzi bezimoto (njenge-BYD) abasebenzisa i-module ye-5G eMBB, yiqiniso, kukhona abanye abenzi bezimoto abahlolayo nabakhiqizi bamamojula.Kulindeleke ukuthi ukuthunyelwa kwasekhaya kuzofinyelela izingcezu eziyi-1 million ngo-2023.
I-5G RedCap
Selokhu kwaba yiqhwa kwenguqulo ye-R17 yezinga, imboni ibilokhu ikhuthaza ukudayiswa kwe-5G RedCap ngokusekelwe ezingeni.Namuhla, ukuthengiswa kwe-5G RedCap kubonakala kuthuthuka ngokushesha kunalokho obekulindelwe.
Engxenyeni yokuqala ka-2023, ubuchwepheshe be-5G RedCap nemikhiqizo izovuthwa kancane kancane.Kuze kube manje, abanye abathengisi sebethule imikhiqizo yabo yesizukulwane sokuqala ye-5G RedCap ukuze ihlolwe, futhi kulindeleke ukuthi engxenyeni yokuqala ka-2024, ama-chips amaningi e-5G RedCap, amamojula namatheminali azongena emakethe, okuzovula ezinye izimo zokufaka isicelo. , futhi ngo-2025, izicelo ezinkulu zizoqala ukutholwa.
Njengamanje, abenzi be-chip, abenzi bamamojula, opharetha kanye namabhizinisi wokugcina benze imizamo yokukhuthaza kancane kancane i-5G RedCap ukuhlolwa kokuphela kokuphela, ukuqinisekiswa kobuchwepheshe kanye nokuthuthukiswa komkhiqizo nesixazululo.
Ngokuphathelene nezindleko zamamojula we-5G RedCap, kusekhona igebe elithile phakathi kwezindleko zokuqala ze-5G RedCap ne-Cat.4.Nakuba i-5G RedCap ingonga u-50% -60% wezindleko zamamojula akhona e-5G eMBB ngokunciphisa ukusetshenziswa kwamadivayisi amaningi ngokuhlanganisa, kusazobiza ngaphezu kwe-$ 100 noma ngisho ne-$ 200.Kodwa-ke, ngokuthuthukiswa kwemboni, izindleko zamamojula we-5G RedCap zizoqhubeka zehla kuze kube yilapho ziqhathaniswa nezindleko zamanje zemojula ye-Cat.4 evamile ye-$ 50-80.
I-5G NB-IoT
Ngemuva kokumenyezelwa kwephrofayili ephezulu kanye nokuthuthukiswa kwejubane eliphezulu kwe-5G NB-IoT ekuqaleni, ukuthuthukiswa kwe-5G NB-IoT eminyakeni embalwa ezayo kuye kwagcina isimo esizinzile, kungakhathaliseki ukuthi kumbono wevolumu yokuthunyelwa kwemojula noma. inkambu yokuthutha.Ngokwevolumu yokuthunyelwa, i-5G NB-IoT ihlala ingaphezulu nangaphansi kwezinga lezigidi ezingu-10, njengoba kuboniswe esithombeni esilandelayo.
Mayelana nezindawo zokuthunyelwa kwempahla, i-5G NB-IoT ayizange ivuse ukuchaphaza ezindaweni eziningi zokufaka isicelo, futhi izindawo zayo zokusebenza zisagxile kakhulu ezindaweni ezimbalwa ezifana namamitha ahlakaniphile, omagnethi beminyango ehlakaniphile, izinzwa zentuthu ehlakaniphile, ama-alamu egesi, njll. Ngo-2022, ukuthunyelwa okukhulu kwe-5G NB-IoT kuzoba kanje:
Ukukhuthaza ukuthuthukiswa kwamatheminali e-5G kusuka kuma-engeli amaningi kanye nokucebisa ngokuqhubekayo inombolo nohlobo lwamatheminali
Kusukela ukuthengiswa kwe-5G, uhulumeni ukhuthaze ngenkuthalo amabhizinisi e-5G embonini ukuthi asheshise ukuhlolwa komshayeli wezimo ze-5G zohlelo lokusebenza, futhi i-5G ibonise isimo "esiqhakaza ngamaphuzu amaningi" emakethe yesicelo semboni, enamazinga ahlukahlukene okufika I-inthanethi yezimboni, ukushayela okuzenzakalelayo, i-telemedicine nezinye izindawo ze-niche.Ngemva kweminyaka ecishe ibe mibalwa yokuhlola, izicelo zemboni ye-5G ziya ngokuya zicaca futhi zicace, kusukela ekuhloleni umshayeli ukuya esigabeni sokukhushulwa ngokushesha, ngokusabalala kwezicelo zemboni.Njengamanje, imboni ikhuthaza ngenkuthalo ukuthuthukiswa kwamatheminali embonini ye-5G kusuka kuma-engeli amaningi.
Ngokombono wamatheminali embonini kuphela, njengoba ukuthengiswa kwamatheminali emboni ye-5G kuya ngokuya kushesha kancane kancane, abakhiqizi bemishini yokugcina yasekhaya nabangaphandle sebekulungele ukuhamba, futhi bayaqhubeka nokwandisa ukutshalwa kwezimali kwe-R&D kumatheminali emboni ye-5G, ngakho inani nezinhlobo zemboni ye-5G amatheminali ayaqhubeka nokucetshiswa.Ngokuqondene nemakethe ye-terminal ye-5G yomhlaba wonke, kusukela ku-Q2 2023, abathengisi be-448 emhlabeni jikelele bakhiphe amamodeli we-2,662 we-5G terminals (kuhlanganise nokutholakalayo nokuzayo), futhi cishe kunezinhlobo ze-30 zamafomu okugcina, okuyi-non-handset 5G terminals. bhala u-50.7%.Ngaphezu komakhalekhukhwini, i-ecosystem yama-5G CPEs, amamojula e-5G namasango ezimboni ayakhula, futhi ingxenye yohlobo ngalunye lwetheminali ye-5G injengenhla.
Ngokuqondene nemakethe yokugcina ye-5G yasekhaya, kusukela ku-Q2 2023, inani lamamodeli angu-1,274 wamatheminali e-5G avela kubathengisi be-terminal abangama-278 e-China bathole izimvume zokufinyelela kunethiwekhi ku-MIIT. ngaphezu kwesigamu sengqikithi cishe ngama-62.8%.Ngaphezu komakhalekhukhwini, i-ecosystem yamamojula we-5G, amatheminali agibele emotweni, ama-CPE angu-5G, amarekhodi omthetho, ama-tablet PC kanye namasango ezimboni kuyakhula, futhi isilinganiso ngokuvamile sincane, siveza izici zezinhlobo eziningi kodwa isikali sohlelo lokusebenza sincane kakhulu. .Ingxenye yezinhlobo ezahlukahlukene zezinhlobo zetheminali ze-5G eChina imi kanje:
Ngaphezu kwalokho, ngokwesibikezelo se-China Academy of Information and Communications Technology (AICT), ngo-2025, isamba esihlanganisiwe samatheminali e-5G sizoba ngaphezu kwe-3,200, lapho isamba esiphelele samatheminali emboni singaba ngu-2,000, ngokuthuthukiswa kanyekanye. "okuyisisekelo + okwenziwe ngokwezifiso", nokuxhumana okuyizigidi eziyishumi kungatholakala.Esikhathini esithi "konke kuxhunyiwe", lapho i-5G iqhubeka ijula, i-Inthanethi Yezinto (IoT), kuhlanganise nama-terminals, inendawo yemakethe engaphezu kwe-10 trillion US dollars, kanye nendawo yemakethe engase ibe khona yemishini yokugcina ehlakaniphile, okuhlanganisa nezinhlobo ezahlukene zamatheminali ezimboni, iphezulu njenge-2 ~ 3 trillion US dollars.
Isikhathi sokuthumela: Nov-16-2023