5g commercial full acceleration.
The head of the Ministry of industry and information technology recently revealed at the "2022 World Telecommunications and information society day" conference that China has built nearly 1.6 million 5g base stations, becoming the first country in the world to build 5g networks on a scale based on independent networking mode.
Under the 5g blessing, the industrial Internet has been applied to 45 major categories of the national economy, covering R & D and design, production and manufacturing, marketing services and other links, and the industrial scale has exceeded the trillion yuan mark.
On May 17, the world's first "5g communication shell" that can change 4G mobile phones into 5g mobile phones in seconds through ESIM technology was officially released. Huawei P50 Pro will take the lead in adapting, and the subsequent massive stock of 4G mobile phone users are expected to embrace 5g network.
On May 17, China United Network Communications Limited(600050) "remake" Huawei's Legion model established nine industry legions for key vertical industries: equipment manufacturing, smart mining, smart steel, clothing manufacturing, automobile manufacturing, smart medical treatment, smart legal affairs, smart emergency and smart transportation. 5g to B also accelerated further.
The GSMA report predicts that 5g will play an increasingly important role in the to B market. By 2030, 5g to B will generate an annual revenue of $700 billion.
5g mobile phone shipments fell 40%
"5g mobile phone case" on stage
On May 17, China United Network Communications Limited(600050) , China Mobile successively announced that the "5g communication shell" developed by Soyea Technology Co.Ltd(000909) (soyealink) is expected to go on sale in June, taking the lead in adapting to Huawei P50 pro, with an official price of 799 yuan. It is reported that the "5g communication shell" will be adapted to more manufacturers and mobile phone models in the future.
"5g communication shell" realizes the effect of upgrading mobile phone network from 4G to 5g through embedded ESIM chip and 5g modem
Analysts believe that in the context of the decline in 5g mobile phone shipments and the slowdown in the exchange tide, the appearance of the "5g communication shell" not only helps Huawei's mobile phone curve to achieve 5g effect, but also helps to promote the stock of 4G mobile phones to accelerate the embrace of 5g network.
With the steady progress of China's 5g base station construction, the number of 5g package users is rising. As of March 31, 2022, the total number of 5g package customers of China Mobile has reached 467 million China Telecom Corporation Limited(601728) of 5g package users reached 211 million China United Network Communications Limited(600050) of 5g package users are 171 million. There are 849 million 5g users in the three companies.
However, since this year, the change tide has slowed down significantly, and the sales of 5g mobile phones have decreased significantly.
According to the data of China Academy of communications and communications, from January to March 2022, the overall shipment of mobile phones in the Chinese market totaled 69.346 million, a year-on-year decrease of 29.2%. Among them, the shipment of 5g mobile phones was 53.884 million, a year-on-year decrease of 22.9%, accounting for 77.7% of the mobile phone shipment in the same period. Among them, in March, the shipment of 5g mobile phones was 16.185 million, a year-on-year decrease of 41.1%.
In 2021, the total shipments of mobile phones in the Chinese market totaled 351 million, a year-on-year increase of 13.9%; Among them, the shipment of 5g mobile phones was 266 million, with a year-on-year increase of 63.5%, accounting for 75.9% of the mobile phone shipment in the same period.
Some analysts pointed out that it is believed that 5g communication shell will promote the stock of 4G mobile phone users to choose 5g high traffic package and promote the increase of 5g Dou (average monthly Internet traffic per user). Only when the behavior habit of using 5g is widely accepted, can we promote the continuous decline of 5g terminal, network, operation and application development costs in the large-scale market, which is of long-term significance for the market development of 5g to B and to C.
For this reason, as soon as the news came out, the Soyea Technology Co.Ltd(000909) share price of "5g communication shell" R & D and manufacturer has closed two limit sectorscenter>
However, some market participants questioned that this is more a hype concept, and this kind of mobile phone case is more a transitional product.
5g industry applications enter the fast lane
Various signs show that 5g applications have entered a comprehensive acceleration stage. Not only the development of 5g to C is expected to be accelerated due to the appearance of "5g mobile phone case", but 5g to B is also driving into the fast lane.
On May 17, China United Network Communications Limited(600050) "remake" Huawei's Legion model established nine industry legions for key vertical industries: equipment manufacturing, smart mining, smart steel, clothing manufacturing, automobile manufacturing, smart medical treatment, smart legal affairs, smart emergency and smart transportation.
Previously, Huawei has taken the lead in setting up two groups of 15 legions to accelerate 5g into the industrial scene. By the end of last year, Huawei, together with operators and partners, had signed more than 3000 5g industry application commercial contracts, and 5g had achieved large-scale commercial use in manufacturing, mining, steel, port, medical and other industries.
This time, China United Network Communications Limited(600050) nine industry legions are respectively set up by China United Network Communications Limited(600050) Shanghai, Shanxi, Shandong, Hebei, Zhejiang, Chongqing, Guangdong and Sichuan branches, as well as China Unicom Digital Technology Co., Ltd. and China Unicom Smart Network Technology Co., Ltd.
China United Network Communications Limited(600050) said that the industry Corps will deeply cultivate key vertical industries, provide digital, networked and intelligent comprehensive solutions with Unicom characteristics based on 5g, Yunda Wuzhi chain security and other independent capabilities, temper the "unique skill" of "specialization and innovation", give full play to the amplification, superposition and multiplication of digital technology integration and innovation on economic development, and promote the integrated development of innovation chain, industrial chain and value chain.
Coincidentally, on May 17, China Telecom Corporation Limited(601728) also held the launching ceremony of "digital intelligence navigation and gathering together" - Digital Intelligence navigation in China, which will promote the application of various industries nationwide.
According to Feng Wei, deputy general manager of China Telecom Corporation Limited(601728) government and enterprise information service group, China Telecom Corporation Limited(601728) "digital intelligence leads China" is planned to hold thousands of roadshows nationwide to tell the story of industrial digitization of thousands of lines and industries and help the development of industrial digitization.
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