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 "ekuzolile". Naphezu kokuncipha kwevolumu yamazwi embonini kanye nengxube yezindaba ezinhle nezingezinhle mayelana ne-5G, i-AIoT Research Institute isanaka ukuthuthukiswa kwakamuva kwe-5G, futhi yenze "Uchungechunge lwe-Cellular IoT lwe-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 eliphelele 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 ezinhlobonhlobo ze-terminal njenge-CPE, i-MiFi, i-IDU/ODU, njll. njll. Bese kuba nemakethe ye-industrial automation, lapho amafomu amatheminali amakhulu angamasango 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 se-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, isicelo esikhulu sizoqala 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 kokukhangisa okuphakeme kanye nokuthuthukiswa kwesivinini esiphezulu se-5G NB-IoT ekuqaleni, ukuthuthukiswa kwe-5G NB-IoT eminyakeni embalwa ezayo kuye kwagcina isimo esizinzile, kungakhathaliseki ukuthi kumbono wevolumu yokuthunyelwa kwemojula noma inkambu yokuthunyelwa. 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 kwezinye izindawo zohlelo lokusebenza, 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 ngale ndlela elandelayo:

Ukukhuthaza ukuthuthukiswa kwamatheminali e-5G kusuka kuma-engeli amaningi kanye nokucebisa ngokuqhubekayo inombolo nohlobo lwamatheminali

Kusukela ukuthengiswa kwe-5G, uhulumeni uye wakhuthaza ngenkuthalo amabhizinisi ochungechunge lwe-5G ukusheshisa ukuhlolwa komshayeli wezimo zesicelo semboni ye-5G, futhi i-5G ibonise isimo "esiqhakaza ngamaphuzu amaningi" emakethe yesicelo semboni, ngamazinga ahlukene okufika ku-inthanethi yezimboni, ukushayela okuzimele, izindawo ze-telemedicine nezinye i-niche. Ngemva kweminyaka ecishe ibe mibalwa yokuhlola, izicelo zemboni ye-5G ziya ngokuya zicaca futhi zicace, kusukela ekuhloleni umshayeli ukuya esigabeni sokuphromotha esisheshayo, ngokusabalala kwezicelo zemboni. Njengamanje, imboni ikhuthaza ngenkuthalo ukuthuthukiswa kwamatheminali embonini ye-5G kusuka kuma-engeli amaningi.
Ngokombono wamatheminali embonini kuphela, njengoba ukuthengiswa kwamatheminali embonini ye-5G kuya ngokuya kushesha kancane kancane, abakhiqizi bemishini yokugcina imishini yasekhaya nabangaphandle sebekulungele ukuhamba, futhi bayaqhubeka nokwandisa ukutshalwa kwezimali kwe-R&D kumatheminali emboni ye-5G, ngakho inani nezinhlobo zamatheminali embonini ye-5G ziyaqhubeka nokuthuthukiswa. Ngokuqondene nemakethe ye-terminal ye-5G yomhlaba wonke, kusukela ku-Q2 2023, abathengisi be-448 emhlabeni jikelele bakhiphe amamodeli we-2,662 wamatheminali we-5G (okuhlanganisa atholakalayo nazayo), futhi kunezinhlobo ezingaba ngu-30 zamafomu okugcina, lapho amatheminali we-5G angewona ama-handset angu-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 ye-terminal ye-5G yasekhaya, kusukela ku-Q2 2023, inani lamamodeli angu-1,274 we-5G terminals kusuka kubathengisi be-terminal be-278 e-China bathole izimvume zokufinyelela kunethiwekhi ku-MIIT.Ukufinyelela kwamatheminali e-5G kuye kwaqhubeka kwanda, nomakhalekhukhwini abalwa ngaphezu kwesigamu sengqikithi cishe ku-62.8%. Ngaphezu komakhalekhukhwini, i-ecosystem yamamojula we-5G, amatheminali agibele emotweni, ama-CPE angu-5G, amarekhodi omthetho, ama-tablet PC kanye namasango ezimboni ayakhula, 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, ngokusho kwesibikezelo se-China Academy of Information and Communications Technology (AICT), ngo-2025, inani elihlanganisiwe lamatheminali e-5G lizoba ngaphezu kwe-3,200, lapho inani eliphelele lamatheminali embonini lingaba ngu-2,000, ngokuthuthukiswa kanyekanye "okuyisisekelo + okwenziwe ngokwezifiso", nokuxhumana okuyizigidi eziyishumi kungenziwa ngokoqobo. Enkathini "yonke into ixhunyiwe", lapho i-5G iqhubeka ijula, i-Intanethi Yezinto (IoT), kuhlanganise namatheminali, inendawo yemakethe engaphezu kwezigidigidi ezingu-10 zamaRandi aseMelika, kanye nendawo yemakethe engase ibe khona yemishini yokugcina ehlakaniphile, kuhlanganise nezinhlobo ezihlukahlukene zamatheminali ezimboni, iphakeme njenge-2 ~ 3 trillion US dollar.
Isikhathi sokuthumela: Nov-16-2023