Umbhali: Ulink Media
I-5G yayikhe yasukelwa ngamandla lishishini, kwaye zonke iindlela zobomi zazilindeleke kakhulu kuyo.Namhlanje, i-5G ingene ngokuthe ngcembe kwixesha lophuhliso oluzinzile, kwaye isimo sengqondo somntu wonke sibuyele "ekuzoleni".Ngaphandle kokunciphisa umthamo wamazwi kwishishini kunye nokuxuba iindaba ezilungileyo nezimbi malunga ne-5G, iZiko loPhando le-AIoT lisanika ingqalelo kuphuhliso lwamva nje lwe-5G, kwaye lenze "Uthotho lwe-IoT yeSekela ye-5G yokuTracking kunye neNgxelo yoPhando (2023). Uhlelo)" ngale njongo.Apha, ezinye zezinto eziqulethwe yingxelo ziya kukhutshwa ukuze zibonise uphuhliso lwangempela lwe-5G eMBB, i-5G RedCap kunye ne-5G NB-IoT ngedatha yenjongo.
5G eMBB
Ukususela kumbono we-5G eMBB ukuthunyelwa kweemodyuli ze-terminal, okwangoku, kwimarike engeyiyo yeselula, ukuthunyelwa kweemodyuli ze-5G eMBB zincinci xa kuthelekiswa nokulindela.Ukuthatha ukuthunyelwa okupheleleyo kweemodyuli ze-5G eMBB kwi-2022 njengomzekelo, umthamo wokuthunyelwa yi-10 yezigidi emhlabeni jikelele, apho i-20% -30% yevolumu yokuthunyelwa ivela kwimarike yaseTshayina.I-2023 iya kubona ukukhula, kwaye umthamo wokuthunyelwa kwehlabathi jikelele weemodyuli ze-5G eMBB kulindeleke ukuba ufikelele kwi-1,300w.Emva kowama-2023, ngenxa yetekhnoloji eqolileyo ngakumbi kunye nokuphononongwa ngokuzeleyo kwemarike yesicelo, idityaniswa nesiseko esincinci kwixesha elidlulileyo, inokugcina izinga eliphezulu lokukhula., okanye uya kugcina izinga eliphezulu lokukhula.Ngokutsho kwe-forex ye-AIoT StarMap Research Institute, izinga lokukhula liya kufikelela kwi-60% -75% kwiminyaka embalwa ezayo.
Ukususela kumbono we-5G eMBB ukuthunyelwa kweemodyuli ze-terminal, kwimarike yehlabathi, isabelo esikhulu sokuthunyelwa kwesicelo se-IoT kwimarike yesicelo se-FWA, ebandakanya iintlobo ezahlukeneyo zeefom ze-terminal ezifana ne-CPE, i-MiFi, i-IDU / ODU, njl. ngemakethe yezixhobo ze-EMBB, apho iifom ze-terminal ziyi-VR / XR ikakhulu, ii-terminals-mounted terminals, njl., kwaye emva koko i-industrial automation market, apho iifom ze-terminal eziphambili ziyisango loshishino, ikhadi lomsebenzi, njl. Emva koko kukho i-industrial. i-automation market, apho iifom ze-terminal eziphambili ngamasango oshishino kunye namakhadi oshishino.Esona siphelo siqhelekileyo yi-CPE, enomthamo wokuthunyelwa omalunga nezigidi ezi-6 ngo-2022, kwaye umthamo wokuthumela kulindeleke ukuba ufikelele kwizigidi ezisi-8 zamaqhekeza ngo-2023.
Kwimarike yasekhaya, indawo ephambili yokuthunyelwa kwemodyuli ye-5G ye-terminal module yimarike yeemoto, kwaye kuphela abenzi beemoto ezimbalwa (ezifana ne-BYD) basebenzisa imodyuli ye-5G eMBB, ngokuqinisekileyo, kukho abanye abenzi beemoto abavavanya kunye nabavelisi beemodyuli.Kulindeleke ukuba ukuthunyelwa kwasekhaya kuya kufikelela kwizigidi ezi-1 zamaqhekeza ngo-2023.
5G RedCap
Ukususela ekukhenkceni kwenguqu ye-R17 yomgangatho, ishishini liye lakhuthaza ukuthengiswa kwe-5G RedCap ngokusekelwe kumgangatho.Namhlanje, ukuthengiswa kwe-5G RedCap kubonakala kuqhubela phambili ngokukhawuleza kunokuba bekulindelwe.
Kwisiqingatha sokuqala se-2023, iteknoloji ye-5G RedCap kunye neemveliso ziya kukhula ngokuthe ngcembe.Ukuza kuthi ga ngoku, abanye abathengisi baqalise iimveliso zabo ze-5G RedCap zokuvavanya, kwaye kulindeleke ukuba kwisiqingatha sokuqala sika-2024, ii-chips ze-5G RedCap, iimodyuli kunye nee-terminals ziya kungena kwiimarike, eziza kuvula ezinye iimeko zokusetyenziswa. , kwaye ngo-2025, isicelo esikhulu siya kuqala ukufezekiswa.
Okwangoku, abenzi be-chip, abenzi beemodyuli, abaqhubi kunye namashishini e-terminal baye benza imizamo yokukhuthaza ngokuthe ngcembe i-5G RedCap yokuvavanya ekupheleni kokuphela kovavanyo, ukuqinisekiswa kweteknoloji kunye nophuhliso lwemveliso kunye nesisombululo.
Ngokumalunga neendleko zeemodyuli ze-5G RedCap, kusekho i-gap ethile phakathi kweendleko zokuqala ze-5G RedCap kunye neCat.4.Nangona i-5G RedCap ingagcina i-50% -60% yeendleko zeemodyuli ezikhoyo ze-5G eMBB ngokunciphisa ukusetyenziswa kwezixhobo ezininzi ngokulungelelanisa, kuya kubiza ngaphezu kwe-$ 100 okanye malunga ne-$ 200.Nangona kunjalo, ngophuhliso loshishino, iindleko zeemodyuli ze-5G ze-RedCap ziya kuqhubeka zihla de kube zifaniswa nexabiso lemodyuli ye-Cat.4 yangoku ye-$ 50-80.
I-5G NB-IoT
Emva kokupapashwa okuphezulu kunye nophuhliso olukhawulezayo lwe-5G NB-IoT kwinqanaba lokuqala, ukuphuhliswa kwe-5G NB-IoT kwiminyaka embalwa ezayo kuye kwagcina imeko ezinzileyo, kungakhathaliseki ukuba kumbono wemodyuli yokuthunyelwa kwevolumu okanye. indawo yothutho.Ngokumalunga nomthamo wokuthumela, i-5G NB-IoT ihlala ngaphezulu nangaphantsi kwenqanaba lezigidi ezili-10, njengoko kuboniswe kulo mfanekiso ulandelayo.
Ngokumalunga neendawo zokuthunyelwa kwempahla, i-5G NB-IoT ayizange ivuse i-splash kwiindawo ezininzi zesicelo, kwaye iindawo zayo zesicelo zisagxininise kakhulu kwiindawo ezininzi ezifana neemitha ezihlakaniphile, i-smart door magnets, i-smart sensor sensors, i-alamu yegesi, njl. Ngo-2022, ukuthunyelwa okukhulu kwe-5G NB-IoT kuya kuba ngolu hlobo lulandelayo:
Ukukhuthaza ukuphuhliswa kwee-terminals ze-5G ukusuka kwii-angles ezininzi kwaye ngokuqhubekayo ucebisa inani kunye nohlobo lwee-terminals
Ukususela ekuthengisweni kwe-5G, urhulumente uye wakhuthaza ngokunyanisekileyo amashishini e-5G ye-chain chain ukukhawulezisa ukuphononongwa kwe-pilot ye-5G ye-industry application scenarios, kunye ne-5G ibonise "i-multi-point blossoming" kwimarike yesicelo soshishino, kunye namazinga ahlukeneyo okufika kwindawo. I-Intanethi yeshishini, ukuqhuba ngokuzimeleyo, i-telemedicine kunye nezinye iindawo ze-niche.Emva kweminyaka embalwa yokuphonononga, izicelo ze-5G ze-industry zicaca ngakumbi kwaye zicacile, ukusuka ekuhloliseni umqhubi ukuya kwinqanaba lokunyusa ngokukhawuleza, kunye nokusabalalisa kwezicelo zeshishini.Okwangoku, ishishini likhuthaza ukuphuhliswa kwee-terminals ze-5G zeshishini ukusuka kwii-angles ezininzi.
Ukususela kumbono wee-terminals zoshishino kuphela, njengoko ukuthengiswa kwee-terminals ze-5G zoshishino luhamba ngokukhawuleza, abenzi bezixhobo ze-terminal zasekhaya nabangaphandle balungele ukuhamba, kwaye baqhubeka nokwandisa utyalo-mali lwe-R & D kwii-terminals ze-5G, ngoko inani kunye neentlobo ze-5G shishini. iitheminali ziyaqhubeka nokutyetyiswa.Ngokubhekiselele kwimakethe ye-terminal ye-5G yehlabathi, njenge-Q2 2023, abathengisi be-terminal be-448 emhlabeni jikelele baye bakhulula imodeli ye-2,662 yee-terminals ze-5G (kubandakanywa nezikhoyo kunye nezizayo), kwaye kukho phantse iintlobo ze-30 zeefom ze-terminal, apho i-non-handset ye-5G terminals. yenza i-50.7%.Ukongeza kwiifowuni eziphathwayo, i-ecosystem ye-5G CPEs, iimodyuli ze-5G kunye namasango amashishini ayakhula, kwaye umlinganiselo wohlobo ngalunye lwe-terminal ye-5G ilapha ngasentla.
Ngokuphathelele kwimakethe ye-terminal ye-5G yasekhaya, njenge-Q2 2023, iimodeli ze-1,274 ze-terminals ze-5G ezivela kubathengisi be-terminal ye-278 e-China baye bafumana iimvume zokufikelela kwinethiwekhi kwi-MIIT.Ukufikelela kwii-terminals ze-5G kuye kwaqhubeka nokwandisa, kunye neefowuni zeselula ngaphezu kwesiqingatha setotali malunga ne-62.8%.Ukongeza kwiifowuni eziphathwayo, i-ecosystem yeemodyuli ze-5G, i-terminals-mounted terminals, i-5G CPEs, iirekhoda zokuthotyelwa komthetho, ii-tablet PC kunye ne-industrial gateways ziyakhula, kwaye umlinganiselo uncinci, ubonisa iimpawu zeentlobo ezininzi kodwa umlinganiselo omncinci wesicelo. .Umyinge weentlobo ezahlukeneyo zeentlobo ze-terminal ye-5G e-China imi ngolu hlobo lulandelayo:
Ukongezelela, ngokutsho kwe-forecast ye-China Academy of Information and Communications Technology (AICT), ngo-2025, i-cumulative total ye-5G terminals iya kuba ngaphezu kwe-3,200, apho i-cumulative ye-terminal terminals ingaba yi-2,000, kunye nophuhliso lwangaxeshanye. ye "isiseko + eyenziwe ngokwezifiso", kwaye unxibelelwano lwezigidi ezilishumi lunokufunyanwa.Ngexesha elithi "yonke into ixhunyiwe", apho i-5G ihlala inzulu, i-Intanethi yezinto (i-IoT), kubandakanywa i-terminals, inendawo yokuthengisa engaphezulu kwe-10 yeebhiliyoni zeedola zase-US, kunye neendawo ezinokuthi zenzeke kwimarike yezixhobo ze-terminal ezihlakaniphile, kubandakanywa iintlobo ezahlukeneyo zeetheminali zemizi-mveliso, iphezulu njenge-2 ~ 3 yetriliyoni yeedola zaseMelika.
Ixesha lokuposa: Nov-16-2023