A comprehensive report by Wu Yuxin, a surging journalist
5g business in China has reached the first year of life.
On June 6 last year, the Ministry of industry and information technology issued 5g business licenses to China Telecom, China Mobile, China Unicom and China Radio and television, and 5g business was officially launched in China. A year later, operators handed in their reports.
For ordinary consumers, 5g may mean faster Internet speed, higher definition video, faster download speed, but the biggest value of 5g is far more than that. In this years government work report, the concept of new infrastructure was written for the first time, and the expansion of 5g application was mentioned.
Through 1g blank, 2G follow-up, 3G breakthrough and 4G synchronization, Chinas 5g development has successfully reached the first echelon. In the age of 5g, what are the breakthroughs in network construction, investment, mobile phone and application of the four operators and industrial chain? Here are six highlights of 5g business process in China over the past year.
1u3001 More than 250000 5g base stations will be built, and more than 600000 will be built by the end of the year
On June 6, Lu chuncong, deputy director of the information and communication administration of the Ministry of industry and information technology, disclosed at the first anniversary online summit of 5g licensing that more than 250000 5g base stations will be built in basic telecommunication enterprises, and it is expected that by the end of this year, China will build more than 600000 5g base stations, covering cities above prefecture level nationwide.
On May 25, Miao Wei, Minister of industry and information technology, said in an interview with minister channel that 5g has accelerated its construction since this year. Although affected by the epidemic, January, February and even March may be affected by some factors, enterprises are still trying to intensify efforts to catch up. Now in China, more than 10 thousand 5g base stations are added every week.
The construction objectives announced by basic operators are larger.
China Mobile said it has built and opened 140000 5g base stations, and strives to complete the goal of 300000 5g base stations in 2020 ahead of schedule in the third quarter of this year, so as to ensure that 5g commercial services will be provided in all cities above prefecture level throughout the country by the year.
China Telecom said it has opened more than 140000 5g base stations. It is expected that by the end of the third quarter, the number of base stations that can provide 5g services to the society will exceed 300000. At that time, users in all urban areas, some counties and developed towns in China will enjoy high-speed and high-quality 5g network services from China Telecom.
China Unicom has nearly 130000 5g base stations available, covering all municipalities directly under the central government, major provincial capitals and key cities in Beijing, Tianjin, Hebei, Yangtze River Delta, Dawan District, etc. it is expected that by the end of this year, the total scale of China Unicoms 5g base stations will reach 300000, covering all prefecture level cities and urban areas in China.
It is worth noting that China Unicom and China Telecom are building a 5g network. By the end of May 2020, China Unicom and China Telecom have opened 115000 shared base stations.
The number of 5g base stations of China Radio and television is not disclosed.
Although the data from the Ministry of industry and information technology predicts that China will build more than 600000 5g base stations by the end of the year, according to the plan of the above operators, the number of 5g base stations in China will be 900000. In addition, there are more than 5 million 4G base stations in China. Compared with 4G base stations, the number of 5g base stations is still far behind. In the next few years, operators will continue to build networks.
2u3001 More than 36 million 5g users and 55 million users of China Mobile 5g package
On May 25, Miao Wei said in an interview with minister channel that in April, the number of 5g users increased by more than 7 million a month, accumulating more than 36 million.
On November 1, 2019, the three major operators officially launched 5g commercial packages, with a maximum price of 869 yuan from 128 yuan, but the price of 5g packages began to loosen recently, with a minimum monthly price of 89 yuan.
According to the press conference on October 31, 2019, the total number of 5g commercial reservation users of China Mobile, China Unicom and China Telecom on that day exceeded 10 million. Now, China Mobile is the only one, and its data as of the end of May shows that China Mobile has developed more than 55 million 5g package users, and plans to develop 150 million 5g package users throughout the year.
Analysts said that the 55 million 5g package users did not conflict with the 36 million 5g users counted by the Ministry of industry and information technology, because the statistics of the number of 5g package users of operators included the use of 5g package by 4G mobile phones.
China Telecom and China Unicom did not disclose the latest number of 5g users, but in the 2019 annual report released by China Telecom, the companys 5g package users had reached 10.73 million by the end of February 2020.
3u3001 The total investment of the three operators in 5g this year is expected to be about 180 billion yuan
This year, China Mobile, China Telecom and China Unicom announced their 5g investment plans in 2019 annual report, with a total investment of more than 180 billion yuan.
Among them, China Telecoms 5g investment in 2019 is 9.3 billion yuan; the 5g capital expenditure budget in 2020 is about 45.3 billion yuan; China Mobiles 5g related investment in 2019 is 24 billion yuan, the companys capital expenditure budget in 2020 is 179.8 billion yuan, and 5g related investment plan is 100 billion yuan; China Unicoms 5g related investment in 2019 is about 7.9 billion yuan; the capital expenditure budget in 2020 is 70 billion yuan, of which 5g related investment plan is about 35 billion yuan u3002
Wu Hequan, academician of the Chinese Academy of engineering, said in an interview with surging journalists that if China Tower is added, the total investment of 5g this year will be about 200 billion yuan, accounting for about half of the annual capital expenditure of the above four enterprises. If this investment level is maintained in the next few years, it can be calculated that the total investment of 5g network construction of operators will be 1.2 trillion yuan by 2025.
According to the calculation of China Academy of communications, the vertical industry will also invest about 5 trillion yuan in 5g + industrial Internet. Considering the experience of 4G network construction, 5g network construction needs to last for 6 years or even longer, and the total investment of network construction needs to increase. In addition, in order to support network construction, equipment suppliers and terminal suppliers also need to invest in R & D and production products.
According to GSMAs calculation this year, Chinas 5g will account for 47% of the total number of mobile connections in the country by 2025. Based on 800 million terminal connections, consumers will invest about 2 trillion yuan in this regard.
4u3001 Application breakthrough, from 5g message to industrial interconnection
Although the publics current understanding of 5g is that the bandwidth is wider and the speed is faster, which is not enough for operators to rapidly expand the user base, but operators have made breakthroughs in application.
In terms of personal applications, in April this year, the three major operators jointly released the 5g news white paper, which is expected to officially launch 5g news at the end of this year. In May this year, China Mobile briefly launched 5g message app version 1.0, which was removed due to some technical problems.
Wang Jianzhou, senior consultant of the global mobile communication association and former chairman and President of China Mobile, said in an exclusive interview with surging news not long ago that 5g news is rich media communication. From a technical point of view, it uses the IP method to identify voice, text, image, video, etc., which can be said to be an upgrade of the original SMS method. It has great development potential, but 5gs creation There are still many new applications. In the future, there will be more innovative applications.
It is understood that 5g messages can be roughly divided into two types according to the interaction mode: the information interaction between individual users, as well as between enterprises and individual users. For individual users, 5g message will break the limit of traditional short message on the length of each message, and the content will also break through the limit of text to achieve the effective integration of text, picture, audio, video, location and other information.
The novel coronavirus pneumonia has accelerated the development of 5G application side to some extent. The advent of 5G has brought more opportunities for telemedicine, distance education, intelligent Internet of things, industrial Internet and Internet of vehicles.
Take Chinas Radio and television, which is not widely seen by the public, as an example. In February this year, China Radio and television united with Gehua cable set up 5g online real-time education platform in Longquan primary school, Mentougou, Beijing, to realize no suspension of classes. In addition, China Radio and television also cooperated with Gehua cable to achieve 5g coverage of Xiaotangshan Hospital.
During the epidemic period, China Mobile provided 34 services such as 5g remote consultation, medical service robot, epidemic prevention and control system, cloud hospital, etc. for more than 5000 medical institutions in 31 provinces of China. In the aspect of intelligent industry, through 5g remote control, it helped enterprises realize application scenarios such as unmanned crane, unmanned mining, remote control of construction machinery, etc. to reduce the risk of safety production during the epidemic Many energy enterprises have put into use.
China Unicoms 5g + medical cloud platform, 5g + thermal imaging human body temperature measurement scheme, 5g patrol robot, 5g live backpack, etc. have also been widely used in the fight against the epidemic.
However, Wu Hequan also said in an interview with surging journalists that market applications need to be continuously cultivated. During the outbreak, applications such as Ultra HD live video, telemedicine and cloud classroom are good examples, but applications in other industries still need to find real needs. What needs to be concerned is that the cultivation of the market also involves legal issues. The application of telemedicine, driverless, robotics and industrial Internet involves many aspects such as industrial security, personal security, privacy protection and ethics, which goes beyond the existing laws and regulations. Therefore, it is necessary to speed up the improvement of laws and regulations related to 5g application.
5u3001 The price of 5g mobile phone is lower, the thousand yuan mobile phone is closer to consumers
On July 23, 2019, five days after obtaining the network access license for 5g terminal telecommunication equipment, ZTE was the first to release the first 5g mobile phone in China. The first 5g mobile phone, ZTE Tianji axon10pro5g, costs 4999 yuan. Three days later, Huaweis first 5g mobile phone, mate20x, appeared at a price of 6199 yuan. With the participation of more manufacturers such as Xiaomi, oppo and vivo, the price of 5g mobile phones has become more and more popular. Taking ZTE, which won the title of the first 5g mobile phone in China, as an example, surging news reporters found that the pre price of its 5g new axon11se5g mobile phone has been as low as 1898 yuan, while the price of redmi10x launched by Xiaomis redmi brand is only 1599 yuan.
Lu chuncong disclosed that by the end of May, the total domestic 5g mobile phone shipments had reached 59.85 million, and it is expected that by the end of 2020, the 5g mobile phone shipments will reach 180 million.
In addition, according to the statistics and analysis of Tel terminal Laboratory of China Academy of information and communication, 106 mobile phone products applied for Internet access in the first quarter of 2020, including 57 5g mobile phones, accounting for 53.77% of the total, an increase of 14.7 percentage points compared with the fourth quarter of 2019; among them, 37 4G mobile phones, accounting for 34.91% of the total, a decrease of 49.5 percentage points compared with the first quarter of 2019 Compared with the fourth quarter of, it decreased by 8.1 percentage points. 2G mobile phones accounted for 11.32%. This means that the domestic mobile phone market is rapidly transitioning from 4G to 5g, and the number of 5g mobile phone products in the first quarter has accounted for more than half of the total.
6u3001 Co construction and sharing, the 2 + 2 pattern of Chinas 5g operators is initially determined
Different from the previous generation of network construction mode, in the 5g era, Chinese operators build and share, combine the two, and 2 + 2 pattern is initially determined.
On September 9 last year, China Unicom and China Telecom announced that they would cooperate to build a 5g access network nationwide. The two sides will delimit areas and construct in different areas. They are respectively responsible for the relevant work of 5g network construction in the designated areas, and who will build, who will invest, who will maintain and who will bear the cost of network operation. This is considered to be a major event affecting the development of 5g in China. At that time, there was an analysis from the outside world that the construction of 5g network required huge investment and to avoid repeated construction. For the latecomers of China Radio and television, it was a safe option to build and share 5g network in order to promote 5g business quickly and successfully. After China Unicom and China Telecom joined hands, China Mobile has become the best choice for China Radio and television to join hands.
On May 20 this year, China Mobile announced that it had recently received a notice from its parent company, China Mobile Communications Group Co., Ltd., that it had entered into a cooperation framework agreement with China Radio and television on 5g co construction and sharing. The two sides jointly determine the network construction plan, jointly invest in the construction of 700mhz5g wireless network at a ratio of 1:1, and jointly own and have the right to use 700mhz5g wireless network assets. China Mobile will undertake the operation and maintenance of 700MHz wireless network, and China Radio and television will pay the network operation and maintenance costs to China Mobile. Before the 700MHz band 5g network was ready for commercial use, China Radio and television paid to share China Mobile 2G / 4G / 5G network to provide services for its customers. China Mobile provides international business transfer service for China Radio and television.
Chen Zhigang, an analyst in telecommunications research, said in an interview with surging journalists that this is not a purely commercial cooperation, nor a problem that money can solve, but a system innovation and Reform in the field of national information and communication. Through the joint construction and sharing with China Mobile, China Radio and television has almost zero threshold and zero cycle mobile communication service capability covering the whole country. Through the opening of 2 / 3 / 4G network to China Mobile, China Radio and television immediately has a complete mobile business capability.
Chinas first novel coronavirus pneumonia therapeutic antibody drug is approved for clinical trial. Ministry of science and technology: if the new crown vaccine is successfully developed in China, it will provide 33 thousand of the new vehicle for human beings in less than 1 years. Tesla was sued by the owners. Source: surging news editor: Qiao JunJing_ NBJ11279