Umbhali: Ulink Media
I-5G yake yaphishekelwa kakhulu yimboni, futhi zonke izindlela zokuphila zazilindele lukhulu kuyo. Namuhla, i-5G ingena kancane kancane enkathini yentuthuko ezinzile, futhi isimo sengqondo sawo wonke umuntu sibuyele "ekuthuleni". Naphezu kokwehla kwenani lamazwi embonini kanye nokuhlanganiswa kwezindaba ezinhle nezimbi mayelana ne-5G, i-AIoT Research Institute isanaka intuthuko yakamuva ye-5G, futhi yakhe "uHlelo lwe-Cellular IoT lwe-5G Market Tracking and Research Report (uHlelo luka-2023)" ngale njongo. Lapha, okunye okuqukethwe kulo mbiko kuzokhishwa ukuze kuboniswe intuthuko yangempela ye-5G eMBB, i-5G RedCap kanye ne-5G NB-IoT enedatha eqondile.
I-5G eMBB
Ngokombono wokuthunyelwa kwamamojula we-terminal we-5G eMBB, njengamanje, emakethe engeyona eyeselula, ukuthunyelwa kwamamojula we-5G eMBB kuncane kakhulu uma kuqhathaniswa nokulindelekile. Uma sibheka inani eliphelele lokuthunyelwa kwamamojula we-5G eMBB ngo-2022 njengesibonelo, inani lokuthunyelwa liyizigidi eziyi-10 emhlabeni jikelele, lapho u-20%-30% wenani lokuthunyelwa livela emakethe yaseShayina. U-2023 uzobona ukukhula, futhi inani eliphelele lokuthunyelwa komhlaba wonke lamamojula we-5G eMBB kulindeleke ukuthi lifinyelele ku-1,300w. Ngemuva kuka-2023, ngenxa yobuchwepheshe obuvuthiwe kanye nokuhlolwa okugcwele kwemakethe yesicelo, kuhlanganiswe nesisekelo esincane esikhathini esidlule, ingase igcine izinga lokukhula eliphakeme. , noma izogcina izinga lokukhula eliphakeme. Ngokusho kwesibikezelo se-AIoT StarMap Research Institute, izinga lokukhula lizofinyelela ku-60%-75% eminyakeni embalwa ezayo.
Ngokombono wokuthunyelwa kwe-5G eMBB terminal module, emakethe yomhlaba wonke, isabelo esikhulu sokuthunyelwa kwesicelo se-IoT sisemakethe yesicelo se-FWA, okuhlanganisa izinhlobo ezahlukene ze-terminal njenge-CPE, i-MiFi, i-IDU/ODU, njll., kulandelwe imakethe yemishini ye-eMBB, lapho amafomu e-terminal ikakhulukazi yi-VR/XR, ama-terminal afakwe emotweni, njll., bese kuba imakethe ye-automation yezimboni, lapho amafomu e-terminal ayinhloko yi-industrial gateway, ikhadi lomsebenzi, njll. Bese kuba imakethe ye-automation yezimboni, lapho amafomu e-terminal ayinhloko yi-industrial gateways namakhadi ezimboni. I-terminal ejwayelekile kakhulu yi-CPE, enomthamo wokuthunyelwa wezingcezu ezingaba yizigidi eziyi-6 ngo-2022, futhi umthamo wokuthunyelwa kulindeleke ukuthi ufinyelele izingcezu eziyizigidi eziyi-8 ngo-2023.
Emakethe yasekhaya, indawo eyinhloko yokuthumela ye-5G terminal module yimakethe yezimoto, futhi bambalwa kuphela abakhiqizi bezimoto (njenge-BYD) abasebenzisa i-5G eMBB module, vele, kukhona abanye abakhiqizi bezimoto abahlola nabakhiqizi be-module. Kulindeleke ukuthi ukuthunyelwa kwasekhaya kuzofinyelela izingcezu eziyisigidi ngo-2023.
I-5G RedCap
Kusukela ekumisweni kwenguqulo ye-R17 yale nqubo, imboni ibilokhu ikhuthaza ukuthengiswa kwe-5G RedCap ngokusekelwe kule nqubo. Namuhla, ukuthengiswa kwe-5G RedCap kubonakala kuthuthuka ngokushesha kunalokho obekulindelwe.
Engxenyeni yokuqala ka-2023, ubuchwepheshe kanye nemikhiqizo ye-5G RedCap kuzovuthwa kancane kancane. Kuze kube manje, abanye abathengisi sebeqalise imikhiqizo yabo yesizukulwane sokuqala ye-5G RedCap ukuze ihlolwe, futhi kulindeleke ukuthi engxenyeni yokuqala ka-2024, ama-chip, amamojula kanye nama-terminal e-5G RedCap azongena emakethe, okuzovula ezinye izimo zokusetshenziswa, futhi ngo-2025, kuzoqala ukuqashelwa ukusetshenziswa okukhulu.
Njengamanje, abenzi bama-chip, abenzi bamamojula, abaqhubi kanye namabhizinisi asezikhumulweni benze imizamo yokukhuthaza kancane kancane ukuhlolwa kwe-5G RedCap kusukela ekuqaleni kuze kube sekupheleni, ukuqinisekiswa kobuchwepheshe kanye nokuthuthukiswa komkhiqizo nezixazululo.
Ngokuphathelene nezindleko zamamojula e-5G RedCap, kusenegebe elithile phakathi kwezindleko zokuqala ze-5G RedCap kanye ne-Cat.4. Nakuba i-5G RedCap ingonga u-50%-60% wezindleko zamamojula e-5G eMBB akhona ngokunciphisa ukusetshenziswa kwamadivayisi amaningi ngokuthunga, izobiza ngaphezu kuka-$100 noma cishe u-$200. Kodwa-ke, ngokuthuthuka komkhakha, izindleko zamamojula e-5G RedCap zizoqhubeka nokwehla kuze kube yilapho ziqhathaniswa nezindleko zamamojula e-Cat.4 ajwayelekile zamanje ezingu-$50-80.
I-5G NB-IoT
Ngemva kokusakazwa okudumile kanye nokuthuthukiswa okusheshayo kwe-5G NB-IoT esigabeni sokuqala, ukuthuthukiswa kwe-5G NB-IoT eminyakeni embalwa ezayo kugcine isimo esizinzile, kungakhathaliseki ukuthi ngokombono wevolumu yokuthunyelwa kwemodyuli noma insimu yokuthunyelwa. Ngokuphathelene nevolumu yokuthunyelwa, i-5G NB-IoT ihlala ingaphezulu nangaphansi kwezinga lezigidi eziyi-10, njengoba kuboniswe esithombeni esilandelayo.
Ngokuphathelene nezindawo zokuthunyelwa, i-5G NB-IoT ayizange ivuse ukusabalala kwezinye izindawo zokufakwa, futhi izindawo zayo zokufakwa zisagxile kakhulu ezindaweni eziningana ezifana namamitha ahlakaniphile, omaginethi bezicabha abahlakaniphile, izinzwa zomusi ezihlakaniphile, ama-alamu egesi, njll. Ngo-2022, ukuthunyelwa okukhulu kwe-5G NB-IoT kuzoba kanje:
Ukukhuthaza ukuthuthukiswa kwama-terminal e-5G kusuka ema-engeli amaningi kanye nokuthuthukisa inani nohlobo lwama-terminal ngokuqhubekayo
Kusukela ekuthengisweni kwe-5G, uhulumeni ukhuthaze ngenkuthalo amabhizinisi e-5G ukuthi asheshise ukuhlolwa kokuhlola kwezimo zohlelo lokusebenza lwe-5G embonini, kanti i-5G ibonise isimo "esiqhakaza ngamaphuzu amaningi" emakethe yezinhlelo zokusebenza zemboni, ngamazinga ahlukahlukene okufika kwi-inthanethi yezimboni, ukushayela okuzenzakalelayo, i-telemedicine kanye nezinye izindawo ezikhethekile. Ngemva kweminyaka embalwa yokuhlola, izinhlelo zokusebenza zemboni ye-5G ziya ngokuya zicaca, kusukela ekuhlolweni kokuhlola kuya esigabeni sokukhushulwa okusheshayo, kanye nokusabalala kwezinhlelo zokusebenza zemboni. Njengamanje, imboni ikhuthaza ngenkuthalo ukuthuthukiswa kwezikhungo zemboni ye-5G ezivela ezinhlangothini eziningi.
Ngokombono wezindawo zokugcina izimboni zodwa, njengoba ukuthengiswa kwezindawo zokugcina izimboni ze-5G kushesha kancane kancane, abakhiqizi bemishini yezindawo zokugcina izimboni basekhaya nabangaphandle sebekulungele ukuqala, futhi bayaqhubeka nokukhulisa ukutshalwa kwezimali kwe-R&D ezindaweni zokugcina izimboni ze-5G, ngakho-ke inani nezinhlobo zezindawo zokugcina izimboni ze-5G ziyaqhubeka nokuceba. Ngokuphathelene nemakethe yomhlaba wonke yezindawo zokugcina izimboni ze-5G, kusukela ngekota yesibili ka-2023, abathengisi bezindawo zokugcina abangu-448 emhlabeni wonke bakhiphe amamodeli angu-2,662 ezindawo zokugcina izimboni ze-5G (kufaka phakathi ezitholakalayo nezizayo), futhi kunezinhlobo ezingaba ngu-30 zezindawo zokugcina, lapho izindawo zokugcina izimboni ze-5G ezingezona ezefoni zibiza u-50.7%. Ngaphezu kwamafoni aphathwayo, uhlelo lwe-5G CPEs, amamojula e-5G kanye namasango ezimboni luyavuthwa, futhi ingxenye yohlobo ngalunye lwezindawo zokugcina izimboni ze-5G injengoba ingenhla.
Ngokuphathelene nemakethe yasekhaya ye-5G terminal, kusukela nge-Q2 2023, amamodeli ayi-1,274 e-terminal ye-5G avela kubathengisi be-terminal abangu-278 eShayina athole izimvume zokufinyelela kunethiwekhi ezivela ku-MIIT. Ukufinyelela kwe-terminal ye-5G kuqhubekile nokukhula, kanti omakhalekhukhwini bangaphezu kwengxenye yenani eliphelele cishe ku-62.8%. Ngaphezu kwamafoni aphathekayo, uhlelo lwe-ecosystem lwamamojula e-5G, i-terminals ezifakwe emotweni, ama-CPE e-5G, ama-recorders omthetho, ama-PC amathebhulethi kanye namasango ezimboni luyavuthwa, futhi isikali ngokuvamile sincane, siveza izici zezinhlobo eziningi kodwa isikali esincane kakhulu sesicelo. Isilinganiso sezinhlobo ezahlukene ze-terminal ye-5G eShayina simi kanje:
Ngaphezu kwalokho, ngokusho kwesibikezelo se-China Academy of Information and Communications Technology (AICT), ngo-2025, inani eliphelele lama-terminal angu-5G lizoba ngaphezu kuka-3,200, lapho inani eliphelele lama-terminal embonini lingaba ngu-2,000, kanye nokuthuthukiswa ngasikhathi sinye "kokuyisisekelo + okwenziwe ngokwezifiso", kanye nokuxhumeka kwezigidi eziyishumi kungatholakala. Esikhathini "sokuxhunywana konke", lapho i-5G iqhubeka ijula, i-Internet of Things (IoT), kufaka phakathi ama-terminal, inesikhala semakethe esingaphezu kwama-dollar ayizigidi eziyi-10 aseMelika, futhi isikhala semakethe esingaba khona semishini yama-terminal ehlakaniphile, kufaka phakathi izinhlobo ezahlukene zama-terminal ezimboni, siphezulu njenge-dollar yase-US eyizigidi eziyi-2 ~ 3.
Isikhathi sokuthunyelwe: Novemba-16-2023