Munyori: Ulink Media
5G yaimbotsvagwa zvakanyanya neindasitiri, uye mativi ese ehupenyu aive netarisiro huru kwazvo. Mazuva ano, 5G yapinda zvishoma nezvishoma munguva yebudiriro yakagadzikana, uye mafungiro evanhu vese adzokera ku "runyararo". Pasinei nekudzikira kwehuwandu hwemanzwi muindasitiri uye musanganiswa wenhau dzakanaka nedzakaipa nezve 5G, AIoT Research Institute ichiri kutarisisa kuvandudzwa kwazvino kwe 5G, uye yakagadzira "Cellular IoT Series ye 5G Market Tracking and Research Report (2023 Edition)" nechinangwa ichi. Pano, zvimwe zviri mumushumo zvichatorwa kuratidza kuvandudzwa chaiko kwe 5G eMBB, 5G RedCap uye 5G NB-IoT nedata rakajeka.
5G eMBB
Kubva pamaonero ekutumira mamodule e5G eMBB, pari zvino, mumusika usiri wenharembozha, kutumirwa kwemamodule e5G eMBB kudiki zvichienzaniswa nezvaitarisirwa. Tichitora huwandu hwese hwemamodule e5G eMBB muna 2022 semuenzaniso, huwandu hwekutumira hunosvika mamiriyoni gumi pasi rose, ayo 20%-30% yehuwandu hwekutumira hunobva kumusika weChina. 2023 ichaona kukura, uye huwandu hwese hwemamodule e5G eMBB anotarisirwa kusvika 1,300w. Mushure megore ra2023, nekuda kwetekinoroji yakakura uye kuongorora kwakazara kwemusika wekushandisa, pamwe chete nebhesi diki munguva yapfuura, inogona kuramba iine chiyero chekukura chakakwira. , kana kuti icharamba iine chiyero chekukura chakakwira. Sekureva kweAIoT StarMap Research Institute, chiyero chekukura chichasvika 60%-75% mumakore mashoma anotevera.
Kubva pamaonero ekutumira mamodule e5G eMBB, pamusika wepasi rose, chikamu chikuru chekutumira maapplication eIoT chiri mumusika weFWA application, unosanganisira mafomu akasiyana-siyana eterminal akadai seCPE, MiFi, IDU/ODU, nezvimwewo, zvichiteverwa nemusika wemidziyo yeEMBB, uko mafomu eterminal ari kunyanya VR/XR, materminal anoiswa mumotokari, nezvimwewo, uye musika weindustrial automation, uko mafomu makuru eterminal ari industrial gateway, work card, nezvimwewo. Ipapo pane musika weindustrial automation, uko mafomu makuru eterminal ari ma industrial gateways ne industrial cards. Inonyanya kushandiswa iCPE, ine huwandu hwekutumira hunosvika mamiriyoni matanhatu muna 2022, uye huwandu hwekutumira hunotarisirwa kusvika mamiriyoni masere ezvidimbu muna 2023.
Pamusika wemuno, nzvimbo huru yekutumira mota ye5G terminal module ndiyo musika wemotokari, uye vagadziri vemotokari vashoma chete (vakaita seBYD) vari kushandisa 5G eMBB module, hongu, kune vamwe vagadziri vemotokari vari kuyedza nevagadziri vemodule. Zvinotarisirwa kuti zvinhu zvinotumirwa munyika zvichasvika miriyoni imwe chete muna 2023.
5G RedCap
Kubva pakamiswa kushandiswa kweR17 standard, indasitiri iyi yanga ichikurudzira kutengeswa kwe5G RedCap zvichibva pa standard. Nhasi uno, kutengeswa kwe5G RedCap kuri kuita sekufambira mberi nekukurumidza kupfuura zvaitarisirwa.
Muhafu yekutanga ya2023, tekinoroji ye5G RedCap nezvigadzirwa zvichakura zvishoma nezvishoma. Kusvika pari zvino, vamwe vatengesi vakatanga zvigadzirwa zvavo zve5G RedCap zvechizvarwa chekutanga kuti zviongororwe, uye zvinotarisirwa kuti muhafu yekutanga ya2024, mamwe machipisi, mamodule nematerminal e5G RedCap achapinda mumusika, izvo zvichavhura mamwe mamiriro ekushandisa, uye muna 2025, kushandiswa kukuru kuchatanga kuwanikwa.
Parizvino, vagadziri vemachipisi, vagadziri vemamodule, vafambisi uye makambani emagetsi vakaedza zvishoma nezvishoma kukurudzira kuyedzwa kwe5G RedCap kubva pakutanga kusvika pakupedzisira, kusimbiswa kwetekinoroji uye kugadzirwa kwechigadzirwa nemhinduro.
Nezvemutengo wemamodule e5G RedCap, pachine musiyano pakati pemutengo wekutanga we5G RedCap neCat.4. Kunyangwe 5G RedCap ichigona kuchengetedza 50%-60% yemutengo wemamodule e5G eMBB aripo nekuderedza kushandiswa kwemidziyo yakawanda kuburikidza nekugadzira, icharamba ichidhura mari inodarika $100 kana kutosvika $200. Zvisinei, nekukura kweindasitiri, mutengo wemamodule e5G RedCap ucharamba uchidzikira kusvika wafanana nemutengo weCat.4 module uripo we $50-80.
5G NB-IoT
Mushure mekuziviswa kwepamusoro-soro uye kugadzirwa nekukurumidza kwe5G NB-IoT pakutanga, kugadzirwa kwe5G NB-IoT mumakore mashoma anotevera kwakaramba kwakasimba, zvisinei nemaonero ehuwandu hwekutumira kana nzvimbo yekutumira. Panyaya yehuwandu hwekutumira, 5G NB-IoT inoramba iri pamusoro uye pasi pehuwandu hwemamiriyoni gumi, sezvakaratidzwa mumufananidzo unotevera.
Panyaya yenzvimbo dzekutumira, 5G NB-IoT haina kuwedzera kuwanda kwenzvimbo dzekushandisa, uye nzvimbo dzayo dzekushandisa dzichiri kunyanya kutarisana nenzvimbo dzakasiyana siyana dzakadai semamita akangwara, magineti emusuwo akangwara, masensa eutsi akangwara, maalarm egasi, nezvimwewo. Muna 2022, kutumirwa kukuru kwe5G NB-IoT kuchava seizvi:
Kukurudzira kugadzirwa kwe5G terminals kubva kumativi akasiyana uye kuramba uchivandudza huwandu nerudzi rwe terminals
Kubva pakatanga kutengeswa kwe5G, hurumende yave ichikurudzira makambani e5G kuti akurumidze kutsvaga kwekuyedza kwekushandisa 5G muindasitiri, uye 5G yakaratidza "kukura kukuru" mumusika wekushandisa indasitiri, nematanho akasiyana-siyana ekuwana nzvimbo muInternet yeindasitiri, kutyaira kwega, telemedicine nedzimwe nzvimbo dzinokosha. Mushure memakore mashoma ekutsvaga, kushandiswa kwe5G muindasitiri kuri kujeka, kubva pakutsvaga kwekuyedza kusvika padanho rekukurumidza rekusimudzira, nekupararira kwekushandiswa kweindasitiri. Parizvino, indasitiri iri kushingaira kukurudzira kugadzirwa kwenzvimbo dzeindasitiri dze5G kubva kumativi akasiyana.
Kubva pamaonero ematerminal eindasitiri chete, sezvo kutengeswa kwematerminal eindasitiri ye5G kuri kuwedzera zvishoma nezvishoma, vagadziri vemidziyo yemagetsi yemuno neyekunze vakagadzirira kutanga, uye vari kuramba vachiwedzera mari yeR&D mumaterminal eindasitiri ye5G, saka huwandu nemarudzi ematerminal eindasitiri ye5G huri kuramba huchiwedzerwa. Nezvemusika wepasi rose we5G terminal, kusvika paQ2 2023, vatengesi vematerminal 448 pasi rose vakaburitsa mamodheru 2,662 ematerminal e5G (kusanganisira aripo uye ari kuuya), uye kune mhando dzinosvika makumi matatu dzematerminal, ayo materminal e5G asiri efoni anoita 50.7%. Kuwedzera kumafoni, ecosystem ye5G CPEs, 5G modules uye maindastiri eindasitiri iri kukura, uye chikamu cherudzi rwega rwe5G terminal chakafanana nechataurwa pamusoro apa.
Nezvemusika wepasi rose we5G terminal, kusvika pakupera kwekota yechipiri 2023, huwandu hwemamodheru e5G terminals anosvika 1,274 kubva kuvatengesi vematerminals 278 muChina vakawana mvumo yekuwana network kubva kuMIIT. Kusvika kwe5G terminals kwakaramba kuchikura, nefoni dzinopfuura hafu yehuwandu hwese dziri pa62.8%. Pamusoro pefoni, ecosystem yemamodules e5G, materminals anoiswa mumotokari, maCPE e5G, marekodhi emutemo, maPC epiritsi uye magedhi eindasitiri ari kukura, uye chiyero chacho chinowanzova chidiki, zvichiratidza hunhu hwemarudzi mazhinji asi chiyero chidiki kwazvo chekushandisa. Chikamu chemhando dzakasiyana dze5G terminals muChina ndeichi:
Pamusoro pezvo, zvichienderana nekufanotaura kweChina Academy of Information and Communications Technology (AICT), panosvika gore ra2025, huwandu hwe5G terminals huchapfuura 3,200, uye huwandu hwe5G terminals hunogona kusvika 2,000, pamwe nekuvandudzwa kwe "basic + customized", uye mamiriyoni gumi ekubatanidza anogona kuwanikwa. Munguva ye "zvese zvakabatana", umo 5G iri kuramba ichikura, Internet of Things (IoT), kusanganisira terminals, ine nzvimbo yemusika inodarika 10 trillion US dollars, uye nzvimbo yemusika inogona kuwanikwa yemidziyo yemagetsi, kusanganisira mhando dzakasiyana dzemaindasitiri, inosvika 2 ~ 3 trillion US dollars.
Nguva yekutumira: Mbudzi-16-2023