The new infrastructure since March 4, 2020, exactly one year after the birth of the first anniversary of this "express train" into the industry deep area. The new infrastructure has gone through the early conceptual stage, capital will also chase the landing.
And 5G is an important part of the new infrastructure, is the first of the new infrastructure, but the difference between the traditional infrastructure driven by government investment, 5G industry chain is to operators as the main investment.
New infrastructure plan in response to the economic impact of the epidemic
In order to address the economic impact of the new coronavirus epidemic and to promote sustainable development, the government has launched a new infrastructure plan.
5G is leading the way in seven key areas, with others including highly interconnected ICTs such as the industrial internet, data centers, and artificial intelligence.
Additionally, cloud-based 5G networks will facilitate the growth of data centers and lead to more opportunities for cloud computing applications.
Infrastructure based on 5G base stations, big data, artificial intelligence, and the industrial Internet can help tap the potential of the digital economy and support the transformation and upgrading of traditional industries.
These technologies complement each other and provide a better network environment for continuous innovation.
The impact of the new Crown Pneumonia outbreak will accelerate this process as organizations urgently need to accelerate the implementation of digital transformation and rethink the business models that will keep them at the forefront of their industries.
During the outbreak crisis, China accelerated the construction of its 5G network, creating a highly dynamic environment for launching outbreak-responsive 5G business applications in industry sectors such as healthcare and education.
The national agenda under the New Infrastructure Initiative will support the derivation of new 5G application scenarios and lead the exploration of new business models across multiple industries, with the manufacturing, healthcare, entertainment, and transportation sectors expected to be heavily impacted in the near term.
The shift in the nature of business is the significance of 5G+New Infrastructure
Communication services and human beings are closely related to the attributes of human beings as three-dimensional organisms, in terms of the functions that can be realized by different generations of communication technologies.
In the course of the development of needs and technology, the ability to realize real-time video communication is the boundary of basic human communication needs.
But technological advances do not stop there, and it is hard to imagine where technology that goes beyond basic human needs will take reality.
So the emergence of 5G can not be purely on the basis of data transmission speed, this speed of quantitative change to qualitative change will be bit by bit to change the existing business logic and profit model.
In the 5G era, this transfer of demand may occur at the following two levels: the replacement of the link medium and the separation of the right of ownership and the right of use of smart devices.
The two sides of the strength and weakness of the dividend determine the commercial driving ability
① In November 2019, China Mobile publicly released the centralized procurement of communication engineering design and feasibility study from 2020 to 2021, of which the scale of the 5G network part is about 28 billion yuan.
China Mobile's China Mobile Design Institute won the bid share of up to 26.51 billion yuan, accounting for 94.6%, and Telecom's Zhongtong Service Consulting, Huaxin, Guangdong Telecom, Guangdong Southern Telecom, and Zhongrui Telecom Design Institute won the bid cumulatively by 1.41 billion yuan, accounting for about 5%, and the operator's design institutes won the bid cumulatively by about 99.6%.
② 2020 domestic three major telecom operators 5G equipment bidding scale of nearly 100 billion, of which the base station scale is the highest, the cumulative total of about 69.8 billion.
In 2020, the mobile procurement of 230,000 base stations, and the joint procurement of 250,000 base stations by the ITU, totaling more than 480,000 stations.
Ranked according to the number of base stations, in descending order, Huawei, ZTE, Ericsson and China CITIC, the share of 57%, 30%, 10.7%, 2.3%, Huawei and ZTE share of the cumulative 87%.