I. 3GPP officially approved the first batch of R18 standards in ran and SA. Standard first
It is the characteristic of the development and application of mobile communication technology. In April 2021, 3GPP named 5g evolution 5g advanced and took R18 as the first standard version of 5g advanced; In December 2021, the first batch of R18 oriented standards were approved at the 3GPP plenary session, marking the official start of the standardization of the first version of 5g advanced. It can be said that R18 opens 5g advanced and also gives an initial clue to the evolution of 6G.
China Mobile, together with its industrial partners, jointly released the “5g advanced innovation chain and industrial chain integration action plan”, and simultaneously released the white paper on the evolution of 5g wireless technology and the white paper on the evolution of 5g advanced network technology. In the project approved by the 3GPP plenary session, China Mobile took the lead in 7 standard projects, ranking first in all projects, and won the vote of 82 companies. We believe that 3GPP R18 is the first version of 5g advanced, marking the official departure of 5g evolution standard. With the approval of the project, 5g will gradually mature, 5g will gradually gain global recognition, and also open the development direction of 6G. With the gradual maturity of 5g, it is beneficial to the whole industrial chain of 5g. It is suggested to pay attention to: Zte Corporation(000063) , Zhongji Innolight Co.Ltd(300308) .
II. China Telecom Corporation Limited(601728) start the technical test of 5g extended small base station equipment, or collect it within the year.
China Telecom Corporation Limited(601728) decided to start the technical test of 5g extended small base station equipment in China Telecom Corporation Limited(601728) 2022, and the test results will be used in the centralized procurement of 5g extended small base station products in China Telecom Corporation Limited(601728) 2022. The test equipment is a 5g extended small base station, which is composed of a three-level architecture of host unit, expansion unit and remote unit. The prototype shall meet the factory qualification standard and meet the relevant requirements of China Telecom Corporation Limited(601728) for the product. The specific sample delivery models are: (1) 5g single-mode extended small base station; (2) 5g dual-mode extended small base station. This test focuses on the basic capability, stability and wireless connection capability of the equipment. We believe that 5g construction will gradually shift from coverage to small station construction in hot areas. This technical test is the first test of large-scale centralized procurement. It is recommended to pay attention to 5g small station related companies: Zte Corporation(000063) , Shenzhen Gongjin Electronics Co.Ltd(603118) .
III. nearly three components were obtained, and the switches of China Mobile Data Center of Xinhua III standard were purchased intensively. prepare
The centralized procurement of the newly built data center switches of China Mobile from 2022 to 2023 has recently completed the bidding work and publicized the bid winning candidates. This centralized purchase is divided into four packages, with a total budget of more than 3 billion yuan (including tax). The total number of bidding units is 16420, which is the largest bidding scale of this product by China Mobile over the years. Among them, Unisplendour Corporation Limited(000938) Xinhua Group 3 was shortlisted for the collection of two packages, package 2 and package 3, and obtained nearly 30% of the share. Huawei, ZTE, Xinhua and Ruijie won the bid.
In the digital age, massive data storage and computing such as big data and artificial intelligence are inseparable from large-scale data centers. Since China Mobile first conducted centralized procurement of data center switch products in 2012, Xinhua San, as an important partner of China Mobile, occupies an important position in China Mobile’s data center switch market.
We believe that operators actively promote cloud network construction, resulting in a large number of data center switch products. With the full stack technical capability of cloud, network and security integration and strong delivery, operation and maintenance capability, Xinhua III has fully participated in the infrastructure construction of cloud network integration of operators, and gradually evolved into a mainstream professional manufacturer with a stable position in the operator market. It is suggested to pay attention to: Unisplendour Corporation Limited(000938) , Zte Corporation(000063) .
Industry highlights
\u3000\u30001. China Telecom Corporation Limited(601728) start the centralized purchase of 5g pre transmission equipment in 2022: lwdm enters the group procurement directory for the first time
The centralized procurement project of China Telecom Corporation Limited(601728) 5g front propagation color splitting equipment (2022) has been approved. The project is divided into two packages, namely CWDM color light equipment package and lwdm color light equipment package. Over the past two years, China Telecom Corporation Limited(601728) has carried out centralized procurement of lwdm equipment in some pilot provincial companies. This is the first time to carry out centralized procurement at the group level, which means that after more than one year of current network pilot, China Telecom Corporation Limited(601728) should commercialize lwdm technology nationwide. Facing the requirements of 5g forward transmission for low cost, transmission performance, transmission distance, reliability, synchronization and link budget, China Telecom Corporation Limited(601728) led to propose lwdm (fine wavelength division multiplexing) solution. The lwdm scheme for 5g forward transmission adopts a mixed rate wavelength division system of 25gb / s and 10Gb / s. From the current situation of the industry, the passive lwdm technology is mature, more than 20 enterprises have the capacity of mass production of optical modules, and the semi-active equipment management and control is in the development and testing stage. At the standard level, lwdm series standards have been approved and released, as well as international projects. The wavelength scheme is under discussion and has been recognized by some foreign experts.
\u3000\u30002. Mobile computing, metauniverse, automotive, millimeter wave: Qualcomm CEO shares business progress
Cristiano Amon, CEO of Qualcomm, revealed the progress of several key initiatives of the chip manufacturer at CES 2022 in Las Vegas, focusing on the agreements with mobile operators, equipment manufacturers and automobile manufacturers.
In the field of mobile computing, Acer, ASUS, HP and Lenovo are all producing computers that use snapdragon to connect to mobile networks. In the automotive sector, Qualcomm announced alliances with a number of automakers. Renault group will cooperate with Qualcomm to build a new automotive architecture; Volvo plans to strengthen the information and entertainment system of electric vehicles; Honda plans to adopt the third generation Xiaolong cockpit platform. Qualcomm’s telematics, Infotainment and car connectivity businesses currently have orders of more than $13 billion, accounting for one-third of the company’s revenue in 2021. In the field of metauniverse and millimeter wave, Qualcomm is developing customized snapdragon chips for AR and developing compatible lightweight glasses using Microsoft mesh hybrid reality software and snapdragon spaces. Its small cell 5g ran chipset and end-user equipment platform are implementing FWA for operators.
\u3000\u30003. Ministry of industry and information technology: accelerate the establishment of classified and hierarchical management system for network security of industrial Internet enterprises
The network security administration of the Ministry of industry and information technology organized a teleconference to systematically summarize the results of the pilot work of classified and hierarchical management of network security of industrial Internet enterprises, and study and deploy the next work. The meeting stressed the need to accelerate the establishment of a classified and hierarchical management system for network security of industrial Internet enterprises. The first is to strengthen the guidance of industrial Internet security system standards, the second is to create a long-term cooperative work mechanism, the third is to improve the efficient technical service system, and the fourth is to increase the supply of high-quality industries.
Recommended this week: 5g construction leader [ Zte Corporation(000063) ]; US sanctions upgrade domestic substitution acceleration and warming of super SIM card sales [ Unigroup Guoxin Microelectronics Co.Ltd(002049) ]; Benefiting from the rapid growth of intelligent controller industry [ Shenzhen Topband Co.Ltd(002139) ]; Fast and large-scale [ Fibocom Wireless Inc(300638) ] and [ Meig Smart Technology Co.Ltd(002881) ] of IOT module; Beidou industry solution leader [ Shanghai Huace Navigation Technology Ltd(300627) ]; Benefit from the explosion of energy storage and charging charges [ Longshine Technology Group Co.Ltd(300682) ].
Long term recommendation: 5g main equipment and infrastructure: Zte Corporation(000063) , China iron tower; Optical communication: Suzhou Tfc Optical Communication Co.Ltd(300394) , Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Accelink Technologies Co.Ltd(002281) , Broadex Technologies Co.Ltd(300548) ; Advanced Fiber Resources (Zhuhai) Ltd(300620) ； Optowide Technologies Co.Ltd(688195) ； Radio frequency: Guangdong Shenglu Telecommunication Tech.Co.Ltd(002446) ; Benefit flow explosion: Fujian Star-Net Communication Co.Ltd(002396) , New Guomai Digital Culture Co.Ltd(600640) , Wangsu Science & Technology Co.Ltd(300017) ; Internet of things: Quectel Wireless Solutions Co.Ltd(603236) , Fibocom Wireless Inc(300638) , Meig Smart Technology Co.Ltd(002881) , Hanwei Electronics Group Corporation(300007) , Queclink Wireless Solutions Co.Ltd(300590) . IDC direction: Beijing Sinnet Technology Co.Ltd(300383) , Shanghai Athub Co.Ltd(603881) , Shanghai Baosight Software Co.Ltd(600845) , Guangdong Aofei Data Technology Co.Ltd(300738) ; 5g messages: Montnets Cloud Technology Group Co.Ltd(002123) , Zjbc Information Technology Co.Ltd(000889) , Wutong Holding Group Co.Ltd(300292) ; Industrial Internet: Business-Intelligence Of Oriental Nations Corporation Ltd(300166) ; Intelligent controller: Shenzhen H&T Intelligent Control Co.Ltd(002402) , Shenzhen Topband Co.Ltd(002139) . Energy storage is related to new energy: Jiangsu Zhongtian Technology Co.Ltd(600522) , Hengtong Optic-Electric Co.Ltd(600487) , Kehua Data Co.Ltd(002335) , Longshine Technology Group Co.Ltd(300682) .
Risk tips
(1) systemic risk caused by the unexpected decline of the market;
(2) focus on the uncertainty risk of promoting relevant matters of the company.
