Munyori: Ulink Media
5G yakambotevedzwa zvisingaite neindasitiri, uye mafambiro ese ehupenyu aive netarisiro yepamusoro-soro pairi. Mazuva ano, 5G yakapinda zvishoma nezvishoma munguva yekuvandudzwa kwakagadzikana, uye mafungiro emunhu wese akadzokera kune "kudzikama". Zvisinei nekudzikira kwemanzwi muindastiri uye musanganiswa wenhau dzakanaka nedzakashata nezve5G, AIoT Research Institute ichiri kutarisisa kukuvandudzwa kwe5G, uye yakagadzira "Cellular IoT Series ye5G Market Tracking uye Research Report (2023 Edition)" nechinangwa ichi. Pano, zvimwe zvemukati mushumo zvichabviswa kuratidza kuvandudzwa kwechokwadi kwe5G eMBB, 5G RedCap uye 5G NB-IoT ine chinangwa data.
5G eMBB
Kubva pakuona kwe5G eMBB terminal module shipments, ikozvino, mumusika usiri we-cellular, kutumirwa kwe5G eMBB modules zvishoma zvichienzaniswa nezvakatarisirwa. Tichitora iyo yakazara kutumirwa kwe5G eMBB modules muna 2022 semuenzaniso, huwandu hwekutakura hunosvika mamirioni gumi pasi rose, iyo 20% -30% yehuwandu hwekutakura hunobva kumusika weChina. 2023 ichaona kukura, uye huwandu hwese hwekutakura hwepasi rose hwe5G eMBB modules inotarisirwa kusvika 1,300w. Mushure megore ra2023, nekuda kweiyo tekinoroji yakakura uye kuongorora kwakazara kwemusika wekushandisa, pamwe chete nehwaro hudiki munguva yapfuura, inogona kuchengetedza yakakura kukura. , kana kuti icharamba ichiwedzera kukura. Zvinoenderana nekufanotaura kweAIoT StarMap Research Institute, mwero wekukura uchasvika 60% -75% mumakore mashoma anotevera.
Kubva pamaonero e5G eMBB terminal module kutumira, kumusika wepasi rose, chikamu chikuru cheIoT chekutumira chikumbiro chiri mumusika wekunyorera weFWA, unosanganisira akasiyana mafomu ekupedzisira akadai seCPE, MiFi, IDU/ODU, nezvimwewo, inoteverwa nemusika weEMBB wemidziyo, uko mafomu ekupedzisira anonyanya VR/ XR, mota-yakaiswa mumusika wekutengesa, uye musika mafomu emagetsi, uye mafomu emagetsi emagetsi, uye mafomu emagetsi emagetsi, nezvimwe. etc. Ipapo kune maindasitiri otomatiki musika, uko makuru ekupedzisira mafomu ari maindasitiri magedhi uye makadhi eindasitiri. Iyo yakanyanya kujairika terminal iCPE, ine huwandu hwekutakura hunosvika 6 miriyoni zvimedu muna 2022, uye vhoriyamu yekutumira inotarisirwa kusvika mamirioni masere zvimedu muna 2023.
Pamusika wepamba, nzvimbo huru yekutumira ye5G terminal module ndiyo musika wemotokari, uye vashoma vanogadzira mota (seBYD) vari kushandisa 5G eMBB module, hongu, kune vamwe vanogadzira mota vari kuyedza nevagadziri vemodule. Zvinotarisirwa kuti kutakura kwepamba kuchasvika miriyoni imwe zvimedu muna 2023.
5G RedCap
Kubva pakutonhora kweR17 vhezheni yechiyero, indasitiri yave kusimudzira kushambadzira kwe5G RedCap zvichienderana neyakajairwa. Nhasi, kushambadzira kwe5G RedCap kunoratidzika kunge kuri kufambira mberi nekukurumidza kupfuura zvaitarisirwa.
Muhafu yekutanga ye2023, 5G RedCap tekinoroji uye zvigadzirwa zvichakura zvishoma nezvishoma. Parizvino, vamwe vatengesi vakaparura zvigadzirwa zvavo zvekutanga zve5G RedCap zvekuongororwa, uye zvinotarisirwa kuti muhafu yekutanga ye2024, mamwe machipisi e5G RedCap, ma module uye materminals achapinda mumusika, izvo zvichavhura zvimwe zviitiko zvekushandisa, uye muna 2025, yakakura-yakakura application ichatanga kuitika.
Parizvino, vanogadzira chip, vagadziri vemodule, vashandisi uye mabhizinesi ekupedzisira vakaita nhamburiko dzekusimudzira zvishoma nezvishoma 5G RedCap yekupedzisira-kusvika-kumagumo bvunzo, kusimbiswa kwehunyanzvi uye chigadzirwa uye kugadzirisa mhinduro.
Nezvekudhura kwe5G RedCap modules, kuchine imwe nzvimbo pakati pemari yekutanga ye5G RedCap uye Cat.4. Kunyange zvazvo 5G RedCap inogona kuchengetedza 50% -60% yemutengo weiyo iripo 5G eMBB modules nekuderedza kushandiswa kwemichina yakawanda kuburikidza nekugadzirisa, icharamba ichidhura kupfuura $ 100 kana kunyange ne $ 200. Zvisinei, nekusimudzirwa kwekambani, mari ye5G RedCap modules icharamba ichidonha kusvikira yaenzaniswa neyezvino yakawanda Cat.4 module mari ye $ 50-80.
5G NB-IoT
Mushure mekushambadzira kwepamusoro-soro uye kukurumidza-kumhanya kwe5G NB-IoT mukutanga, kuvandudzwa kwe5G NB-IoT mumakore mashoma anotevera kwakachengetedza nyika yakagadzikana, zvisinei kubva pamaonero ehuwandu hwekutakura module kana nzvimbo yekutumira. Panyaya yehuwandu hwekutakura, 5G NB-IoT inogara pamusoro uye pasi peiyo 10 miriyoni level, sezvakaratidzwa mumufananidzo unotevera.
Panyaya yenzvimbo dzekutumira, 5G NB-IoT haina kumutsa kuputika munzvimbo dzakawanda dzekushandisa, uye nzvimbo dzayo dzekushandisa dzichiri kunyanya kutariswa munzvimbo dzakati wandei senge smart metres, smart magonhi magineti, smart chiutsi sensors, gasi maalarm, nezvimwe. Muna 2022, iyo mikuru ye5G NB-IoT inotumirwa seizvi:
Kukurudzira kuvandudzwa kwe5G terminals kubva kumakona akawanda uye Kuramba uchipfumisa nhamba uye rudzi rwematerminals.
Kubva pakushambadzira kwe5G, hurumende yakakurudzira 5G indasitiri yeketani mabhizinesi kuti akurumidze kuongorora mutyairi we5G indasitiri yekushandiswa kwemamiriro ezvinhu, uye 5G yakaratidza "multi-point inotumbuka" mamiriro mumusika wekushandisa indasitiri, ine madhigirii akasiyana ekudzika muindasitiri yeInternet, kutyaira kwakazvimirira, telemedicine nedzimwe nzvimbo. Mushure meanoda kusvika makore mashoma ekuongorora, 5G indasitiri zvikumbiro zviri kujeka uye zvakajeka, kubva pakuongorora kwemutyairi kusvika padanho rekusimudzira nekukurumidza, nekupararira kwemaindasitiri ekushandisa. Parizvino, iyo indasitiri iri kushingaira kukurudzira kuvandudzwa kwe5G indasitiri terminals kubva kumakona akawanda.
Kubva pamaonero ezviteshi zveindasitiri chete, sezvo kushambadzira kwemaindasitiri e5G kuri kuwedzera zvishoma nezvishoma, vagadziri vemidziyo yemumba nekunze vakagadzirira kuenda, uye vanoramba vachiwedzera mari yeR&D mu5G indasitiri terminals, saka nhamba nemhando dze5G indasitiri terminals dzinoramba dzichifumiswa. Kana iri yepasi rose 5G terminal musika, kubva kuQ2 2023, 448 terminal vatengesi pasi rese vakaburitsa 2,662 modhi ye5G terminals (kusanganisira iripo uye iri kuuya), uye kune dzinenge 30 marudzi emafomu ekupedzisira, ayo asiri-handset 5G terminals account ye50.7%. Mukuwedzera kune nharembozha, ecosystem ye5G CPEs, 5G modules uye magedhi emaindasitiri ari kukura, uye chikamu chega chega che5G terminal chiri pamusoro.
Kana iri yepamusha 5G terminal musika, kubvira Q2 2023, huwandu hwe1,274 modhi ye5G terminals kubva ku278 terminal vatengesi muChina vakawana network yekuwana mvumo kubva kuMIIT.Kusvika kwe5G terminals kwakaramba kuchiwedzera, uye nharembozha accounting inopfuura hafu yehuwandu hwese panosvika 62.8%. Pamusoro pemafoni efoni, ecosystem ye5G modules, materminal-mounted terminals, 5G CPEs, marekodha emitemo, matablet PC uye magedhi emaindasitiri ari kukura, uye chiyero chinowanzova chidiki, chinopa maitiro emhando dzakawanda asi diki diki rekushandisa. Huwandu hwemhando dzakasiyana dze5G terminal mhando muChina ndedzinotevera:
Pamusoro pezvo, maererano nekufanotaura kweChina Academy of Information and Communications Technology (AICT), panosvika 2025, iyo yakawedzera ye5G terminals ichave inodarika zviuru zvitatu nemazana maviri, iyo iyo yakazara yakazara yeindastiri terminals inogona kuita zviuru zviviri, pamwe nekuvandudzwa kwe "basic + customized", uye mamirioni gumi ekubatanidza anogona kuitika. Munguva ye "zvese zvakabatana", iyo 5G inogara ichidzika, iyo Internet yeZvinhu (IoT), kusanganisira zviteshi, ine nzvimbo yemusika inopfuura 10 trillion US madhora, uye inogona kuitika yemusika nzvimbo yehungwaru terminal michina, kusanganisira marudzi akasiyana-siyana emaindasitiri terminals, akakwira se2 ~ 3 trillion US madhora.
Nguva yekutumira: Nov-16-2023