Umbhali: Ulink Media
I-5G yayikhe yalandelwa kakubi 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 nomxube weendaba ezilungileyo nezimbi malunga ne-5G, i-AIoT Research Institute isanikela ingqalelo ekuphuhlisweni kwamva nje kwe-5G, kwaye iqulunqe "Uchungechunge lwe-IoT ye-Cellular ye-5G ye-Market Tracking kunye neNgxelo yoPhando (2023 Edition)" ngenxa yale 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.
Ukusuka kwimbono ye-5G eMBB yokuthunyelwa kweemodyuli ze-terminal, kwimarike yehlabathi, esona sabelo sikhulu sokuthunyelwa kwesicelo se-IoT kwimarike yesicelo se-FWA, ebandakanya iintlobo ezahlukeneyo zeefom ze-terminal ezifana ne-CPE, i-MiFi, i-IDU / ODU, njl. njl. Emva koko kukho i-industrial 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 ye-RedCap yokuqala yokuvavanya, kwaye kulindeleke ukuba kwisiqingatha sokuqala se-2024, ii-chips ze-5G ze-RedCap ezininzi, iimodyuli kunye nee-terminals ziya kungena kwiimarike, eziza kuvula ezinye iimeko zesicelo, kwaye kwi-2025, isicelo esikhulu siya kuqala ukuqaphela.
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 kopapasho oluphezulu kunye nophuhliso olukhawulezayo lwe-5G NB-IoT kwinqanaba lokuqala, ukuphuhliswa kwe-5G NB-IoT kwiminyaka embalwa ezayo kuye kwagcina imeko ezinzileyo, kungakhathaliseki ukuba kumbono womthamo wokuthunyelwa kwemodyuli okanye indawo yokuthunyelwa. Ngokumalunga nomthamo wokuthumela, i-5G NB-IoT ihlala ngaphezulu nangaphantsi kwenqanaba le-10 yezigidi, 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 komqhubi we-5G ye-industry application scenarios, kwaye i-5G ibonise "i-multi-point blossoming state" kwimarike yesicelo soshishino, kunye namazinga ahlukeneyo okufika kwi-Intanethi ye-industrial, 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-terminal terminals zodwa, njengoko ukuthengiswa kwee-terminals ze-5G zoshishino zihamba ngokukhawuleza, abenzi bezixhobo ze-terminal zasekhaya nabangaphandle balungele ukuhamba, kwaye baqhubeka nokwandisa utyalo-mali lwe-R & D kwii-terminals ze-5G zoshishino, ngoko inani kunye neentlobo zee-terminals ze-5G ze-industrial ziqhubeka ziphuculwa. Ngokuphathelele kwimakethe ye-terminal ye-5G yehlabathi, njenge-Q2 2023, abathengisi be-terminal be-448 emhlabeni jikelele baye bakhulula iimodeli ze-2,662 ze-terminals ze-5G (kubandakanywa nezikhoyo kunye nezizayo), kwaye kukho phantse iintlobo ze-30 zeefom ze-terminal, apho i-non-handset ye-5G terminals i-akhawunti ye-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.
Ngokubhekiselele kwimakethe ye-terminal ye-5G yasekhaya, njenge-Q2 2023, i-1,274 yeemodeli 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 kwanda, kunye neefowuni eziphathwayo zibalwa ngaphezu kwesiqingatha senani elipheleleyo malunga ne-62.8%. Ukongeza kwiifowuni eziphathwayo, i-ecosystem yeemodyuli ze-5G, i-terminals-mounted terminals, i-5G CPEs, iirekhodi zokuthotyelwa komthetho, ii-tablet zePC kunye namasango zoshishino ziyakhula, kwaye isikali ngokuqhelekileyo sincinci, sinikezela iimpawu zeentlobo ezininzi kodwa isikali esincinci sesicelo. 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 of 5G terminals iya kuba ngaphezu kwe-3,200, apho i-cumulative total ye-terminal terminals ingaba yi-2,000, kunye nophuhliso lwangaxeshanye lwe "isiseko + ngokwezifiso", kwaye uxhulumaniso lwezigidi ezilishumi lunokuba luyinyani. 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 zibe khona kwimarike yezixhobo ze-terminal ezihlakaniphile, kubandakanywa neentlobo ezahlukeneyo zee-terminal terminals, ziphezulu njenge-2 ~ 3 yezigidigidi zeedola zase-US.
Ixesha lokuposa: Nov-16-2023