According to Chen Zhaoxiong, Vice Minister of the Ministry of industry and information technology, Chinas 5g business process is accelerating, and it is expected that more than 130000 5g base stations will be opened nationwide by the end of the year. According to Wang Zhiqin, vice president of China Academy of information and communication, it is expected that the 5g base station will be built on a large scale next year. Stimulated by the news, on November 1, 5g and Huawei concept stocks of A-share gained overall popularity. 5g communication index and Huawei concept index rose 1.21% and 0.95% respectively. By the end of the trading day, 107 5g concept stocks and 76 Huawei concept stocks had become popular. Chuling information, Runxin technology, Jiahe intelligence, and Chengmai technology increased the limit, with maijie technology up 8.67%, and Tianze information, Wutong holding, Jinjin shares, Shenglu communication, and chaoxun communication up more than 5%.
Bohai Securities pointed out that the three major operators announced the official launch of 5g business, marking the acceleration of domestic 5g construction, the start of a large number of operators centralized mining, and the most important support for the strong related companies in the industrial chain to obtain performance improvement, which is also the main development logic of the communication industry. With the domestic 5g network construction expected to advance in a way beyond expectations and the outbreak of Huaweis consumer electronics products, relevant companies in the industrial chain will continue to maintain a high profile.
5g accelerated terminal popularization
The official launch of 5g business package of the three major operators will directly promote the sales and popularization of 5g mobile terminals.
The mate30 series of Huaweis second-generation 5g mobile phones officially launched at 10:08 a.m. on November 1. As of 10:15, in the Huawei mall, the company has achieved 100 million sales every minute. He Gang, President of Huaweis consumer cell phone product line, said he hoped mate30s full range of products could challenge 10 million sales before the Spring Festival. In addition to Huawei, the Securities Times reporter learned that vivo has launched two 5g mobile phones this year, and will continue to expand the research and development of 5g technology in the future; Samsung has also launched several 5g mobile phones, including Samsung S10 + 5g, Samsung note10 series 5g mobile phones, Samsung a905g, etc.; Xiaomis first 5g mobile phone 9pro5g has also officially launched at the end of September.
Other mobile phone manufacturers are also pushing 5g mobile phones. For example, Apple plans to launch three 5g versions of iPhones in 2020, and the company expects that the shipment of these three iPhones will reach at least 80 million; previously, opporeno 5g version of oppo has been released overseas. Recently, the company recently revealed that it will launch Qualcomm dual-mode 5g phones in December, and the products with oppo more than 3000 yuan in the next year will be 5g products. In a previous interview with a Securities Times reporter, Yijia mobile also said that it would launch a dual-mode 5g mobile phone by the end of the year, and the new Internet mobile phone brand realm also threatened to play the role of 5g mobile phone popularizer.
Capital race for autopilot
In addition to mobile phones, automatic driving, one of the 5g applications widely recognized by the outside world, has attracted players from all walks of the market, including a and H-share listed companies.
On October 29, Huawei officially released the companys autonomous driving network (ADN) and imaster intelligent operation and maintenance products for the Chinese market. The next day, Volkswagen Group announced the establishment of its autonomous subsidiary, Volkswagen autonomy (vwat), with its headquarters in Munich and Wolfsburg, Germany. In addition, vwat plans to set up branches in Silicon Valley and China in 2020 and 2021 respectively.
A lot of listed companies are also competing for layout. In October 22nd, GAC said that the company is developing 5G based automatic driving system and remote automatic driving system. It plans to realize automatic driving of L3 grade highway in 2020, and realize full automatic parking function. L4/L5 level automatic driving is expected to be realized after 2022. Earlier, on October 17, Ankai bus announced that the company and Huawei had signed a cooperation agreement. The two sides planned to carry out comprehensive cooperation in 5g intelligent Internet connection and automatic driving, further increase the research and development of on-board computing and automatic driving technology, and build intelligent solutions for buses in many ways. So far, Huawei has signed cooperation agreements with Ankai bus, Yutong Bus, BAIC new energy and other vehicle enterprises in the field of automatic driving.
ZTE is also an important player in the 5g plus auto driving market. On October 16, ZTE announced that it signed a strategic cooperation agreement with FAW, and the two sides will conduct in-depth cooperation in 5g automatic driving, vehicle road coordination, intelligent manufacturing, smart Park, legal compliance and other business areas. In September this year, ZTE and Tianmai technology jointly built a 5g urban public transport automatic driving ecological laboratory.
In addition, the reporter found that Alibaba, Baidu, Tencent, Gaoxin, Hikvision, Dongfeng Motor, Geely motor, Changan Motor, sunny optics, Junsheng electronics, Desai Xiwei, Baolong technology, Huayu automobile and other companies have been involved in the research and development of 5g and automatic driving integration technology applications, some of which will even enter the harvest period. Such as Dongfeng Motor, the company responsible person disclosed that the self driving automobile Sharing-VAN, which was independently developed by Dongfeng, was released for only half a year. It received more than 3000 orders and entered the countdown of commercial operation.
Trillion auto driving market to be opened
McKinsey predicts that by 2030, about 15% of cars will be fully self driving. Intel estimates that by 2050, the global market for autopilot will exceed $7 trillion. Morgan Stanley predicts that 300 million autopilot cars will be on the way by 2050.
Guangzheng Hengsheng believes that the industrial chain of automatic driving can be divided into three levels: perception, decision-making and implementation. The existing auto parts suppliers have a lot of accumulation in the executive level, and upgrade their products through the development of new generation products; while in the perception and decision-making level, the domestic traditional parts suppliers are less involved, and more it giants and start-ups compete in this field. Analysts at Hang Seng said.
At the same time, Bank of China International pointed out that 5g license plates have been issued in China and the commercialization process has started. Huawei is a giant in the information and communication industry, which is in the leading position in the 5g field. It is expected to accelerate the application of 5g technology in the automobile industry, and promote the rapid development of intelligent networked vehicles. It is suggested to pay attention to the automobile enterprises and parts enterprises cooperating with Huawei.