On February 28, Ding Yun, President of Huawei operator BG, announced the new progress of Huawei’s 5g business at the world mobile communication conference. He said that at present, Huawei has signed more than 3000 5g industry business contracts. Recently, Wang Xiyu, Zte Corporation(000063) executive vice president and chief technology officer, also said that 5g “double Gigabit” network is beginning to take shape, and 5g’s application in ports, intelligent manufacturing and other industries is developing towards “commercial delivery and large-scale replication”.
5g has been commercially available globally for more than two years. It has developed rapidly in terms of network coverage, terminal and user scale. The 5g business process of major technology and telecom giants has accelerated and penetrated into more real industries. However, looking back at the whole process, there are still many difficulties to be solved when it actually landed.
infiltrating mines, ports and electronic manufacturing
5g commercial enters the stage of large-scale replication
With the promotion of new digital infrastructure construction, digital application innovation is now transforming from personal consumption to tob industry. As the main force of 5g suppliers, both Huawei and ZTE have chosen 5gtob as a commercial breakthrough.
Ding Yun said that the 5gtob private network has been commercially available in many industries in China. Huawei and its partners have signed more than 3000 commercial contracts for 5g industry applications. In Mongolia, China, coal mines use 5g remote control shearers.
ZTE’s 5g technology has also entered more physical scenes. Wang Xiyu said that combined with lightweight underground 5g intrinsically safe base stations, shanneng group has realized real-time remote control of fully mechanized mining equipment such as roadheader and coal digger, reducing underground operators by 50%; In Tianjin Port Co.Ltd(600717) , pan 5g digital applications such as driverless electric truck bring efficiency improvement of 20% – 30%.
He revealed that the scene of large industrial parks represented by metallurgy, steel and mining has become an early mature and large-scale field in the digital transformation of vertical industries. 5g application scenarios in port, electronic manufacturing, new media and other industries will also gradually mature and enter the stage of scale replication.
In this context, Chinese technology giants have accelerated the penetration of their 5g technology into more physical industries and promoted the maturity of 5g application industry through centralized force, vertical and horizontal cooperation.
At present, Huawei has officially established coal mines, customs and ports, smart roads, data center energy, smart photovoltaic and other legions to attack the fields dominated by 5g industrial applications, and equipped it with Hongmeng system to realize Hongmeng industrial applications. At the same time, Zte Corporation(000063) also set up special teams for metallurgical steel projects and mining projects.
high cost is a roadblock
market popularity still needs to break out
“Compared with 4G, the biggest advantage of 5g is not its higher bandwidth, but its extremely low network delay. Therefore, 5g will achieve earlier applications in industrial Internet of things and telemedicine, but there are still difficulties when it is actually implemented.” Huawei cloud MVP Ma Chao told the reporter of Securities Daily.
“Affected by the supply of chips, the sales volume of Huawei and ZTE will be restricted in terms of terminals and base stations, which will lead to the high price of 5g products, which will further affect the promotion of its 5g technology in many scenarios.” Ma Chao added.
In the technical field, the delay problem of 5g network also needs to be further solved. “Compared with the optical network, the delay uncertainty of 5g network also affects its commercial application in the industrial manufacturing scene, so 5gtob is still in the early stage of commercial deployment. However, due to the industrial transformation and the upgrading of intelligent manufacturing technology, 5gtob still has broad application scenarios with the maturity of technology and the reduction of cost.” Yuan Bo, senior communication engineer, said in an interview with Securities Daily.
On the consumer side of 5gtoc, the large-scale popularization of 5g still needs revolutionary 5g consumer applications. “For example, for 4G, short video is a revolutionary application different from the 3G era, which directly promotes 4G into a large-scale commercial stage. However, in the 5g era, there has been no landmark and revolutionary 5g application on the C-end, and consumers cannot experience the earth shaking changes brought by 5g network. In the future, meta universe technology based on VR and AR technology, or 5g will be commercially available on the C-end An explosive point, but the meta universe is still in the conceptual stage, which is still far from mature business. ” Yuan Bo said.
