Sau: Ulink Media
5G ib zaug tau ua raws li kev lag luam, thiab txhua qhov chaw ntawm lub neej muaj kev cia siab heev rau nws.Niaj hnub no, 5G tau maj mam nkag mus rau lub sijhawm ntawm kev txhim kho ruaj khov, thiab txhua tus neeg tus cwj pwm tau rov qab los rau "kho siab".Txawm hais tias qhov txo qis ntawm cov suab nrov hauv kev lag luam thiab kev sib xyaw ntawm cov xov xwm zoo thiab tsis zoo txog 5G, AIoT Kev Tshawb Fawb Lub Tsev Kawm Ntawv tseem tab tom ua tib zoo mloog rau qhov kev txhim kho tshiab ntawm 5G, thiab tau tsim "Cellular IoT Series ntawm 5G Kev Tshawb Fawb Kev Tshawb Fawb thiab Kev Tshawb Fawb Tshaj Tawm (2023) Edition)" rau lub hom phiaj no.Ntawm no, qee cov ntsiab lus ntawm daim ntawv tshaj tawm yuav raug muab rho tawm los qhia txog kev txhim kho tiag tiag ntawm 5G eMBB, 5G RedCap thiab 5G NB-IoT nrog cov ntaub ntawv lub hom phiaj.
5g eMB
Los ntawm qhov kev xav ntawm 5G eMBB davhlau ya nyob twg modules xa khoom, tam sim no, hauv kev lag luam tsis yog cellular, kev xa khoom ntawm 5G eMBB modules kuj me me piv nrog kev cia siab.Noj tag nrho cov khoom xa tuaj ntawm 5G eMBB modules hauv 2022 ua piv txwv, cov khoom xa tuaj yog 10 lab thoob ntiaj teb, ntawm 20% -30% ntawm cov khoom xa tuaj los ntawm Suav lag luam.2023 yuav pom kev loj hlob, thiab tag nrho cov khoom xa tuaj thoob ntiaj teb ntim ntawm 5G eMBB modules yuav tsum ncav cuag 1,300w.Tom qab xyoo 2023, vim tias cov cuab yeej paub tab ntau dua thiab kev tshawb nrhiav tag nrho ntawm daim ntawv thov kev lag luam, ua ke nrog lub hauv paus me me hauv lub sijhawm dhau los, nws tuaj yeem tswj tau qhov kev loj hlob ntau dua., los yog yuav tswj kom muaj kev loj hlob ntau dua.Raws li kev kwv yees ntawm AIoT StarMap Research Institute, qhov kev loj hlob yuav ncav cuag 60% -75% nyob rau ob peb xyoos tom ntej no.
Los ntawm qhov kev xav ntawm 5G eMBB davhlau ya nyob twg module xa khoom, rau lub lag luam thoob ntiaj teb, qhov loj tshaj plaws ntawm IoT daim ntawv thov kev xa khoom yog nyob rau hauv FWA daim ntawv thov kev lag luam, uas suav nrog ntau hom davhlau ya nyob twg xws li CPE, MiFi, IDU / ODU, thiab lwm yam. los ntawm eMBB cov khoom lag luam, qhov twg cov ntaub ntawv davhlau ya nyob twg feem ntau yog VR / XR, tsheb-mounted terminals, thiab lwm yam, thiab tom qab ntawd muaj kev lag luam automation kev lag luam, qhov twg cov ntaub ntawv tseem ceeb ntawm lub davhlau ya nyob twg yog cov rooj vag, daim npav ua haujlwm, thiab lwm yam. automation kev ua lag luam, qhov twg cov ntaub ntawv tseem ceeb ntawm lub davhlau ya nyob twg yog cov rooj vag muaj kev lag luam thiab cov ntawv ua lag luam.Lub davhlau ya nyob twg feem ntau yog CPE, nrog cov khoom xa tuaj txog li 6 lab daim hauv xyoo 2022, thiab cov khoom xa tuaj yuav tsum ncav cuag 8 lab daim hauv 2023.
Rau kev lag luam hauv tsev, thaj chaw xa khoom tseem ceeb ntawm 5G lub davhlau ya nyob twg module yog lub khw muag tsheb, thiab tsuas yog ob peb lub tsheb tsim (xws li BYD) tau siv 5G eMBB module, tau kawg, muaj lwm cov tuam txhab tsheb tau sim nrog cov tuam txhab tsim khoom.Nws cia siab tias cov khoom xa tuaj hauv tsev yuav ncav cuag 1 lab daim hauv xyoo 2023.
5G RedCap
Txij li thaum khov ntawm R17 version ntawm tus qauv, kev lag luam tau txhawb nqa kev lag luam ntawm 5G RedCap raws li tus qauv.Niaj hnub no, kev lag luam ntawm 5G RedCap zoo li tau nce nrawm dua li qhov xav tau.
Hauv thawj ib nrab ntawm 2023, 5G RedCap thev naus laus zis thiab cov khoom lag luam yuav maj mam loj hlob.Txog tam sim no, qee tus neeg muag khoom tau tshaj tawm lawv thawj tiam 5G RedCap cov khoom lag luam rau kev sim, thiab nws xav tias hauv thawj ib nrab xyoo 2024, ntau 5G RedCap chips, modules thiab terminals yuav nkag mus rau hauv kev ua lag luam, uas yuav qhib qee qhov xwm txheej rau daim ntawv thov. , thiab hauv 2025, daim ntawv thov loj yuav pib ua kom tiav.
Tam sim no, cov neeg tsim khoom siv chips, cov tsim qauv, cov tswv lag luam thiab cov chaw lag luam davhlau ya nyob twg tau siv zog maj mam txhawb 5G RedCap qhov kawg-rau-kawg kuaj, kev tshuaj xyuas technology thiab kev tsim khoom thiab kev daws teeb meem.
Hais txog tus nqi ntawm 5G RedCap modules, tseem muaj qee qhov sib txawv ntawm tus nqi pib ntawm 5G RedCap thiab Cat.4.Txawm hais tias 5G RedCap tuaj yeem txuag tau 50% -60% ntawm tus nqi ntawm 5G eMBB modules uas twb muaj lawm los ntawm kev txo qis kev siv ntau yam khoom siv los ntawm kev txiav, nws tseem yuav raug nqi ntau dua $ 100 lossis txawm tias txog $ 200.Txawm li cas los xij, nrog rau kev txhim kho ntawm kev lag luam, tus nqi ntawm 5G RedCap modules yuav poob mus ntxiv kom txog thaum nws piv rau tam sim no lub ntsiab Cat.4 module nqi ntawm $ 50-80.
5G NB-IoT
Tom qab qhov kev tshaj tawm siab tshaj plaws thiab kev loj hlob ceev ntawm 5G NB-IoT nyob rau theem pib, txoj kev loj hlob ntawm 5G NB-IoT nyob rau hauv ob peb xyoos tom ntej no tau tuav lub xeev ruaj khov, tsis muaj teeb meem los ntawm kev xav ntawm cov khoom xa tuaj ntim lossis khoom xa tuaj.Hais txog kev xa khoom ntim, 5G NB-IoT nyob qis dua thiab qis dua 10 lab qib, raws li qhia hauv daim duab hauv qab no.
Nyob rau hauv cov nqe lus ntawm cov chaw xa khoom, 5G NB-IoT tsis tau ua kom muaj kev sib tsoo hauv ntau qhov chaw thov, thiab nws cov chaw thov tseem yog tsom mus rau ntau qhov chaw xws li cov ntsuas ntse, cov hlau nplaum ntse, cov pa luam yeeb ntse, lub tswb nrov, thiab lwm yam. Xyoo 2022, kev xa khoom loj ntawm 5G NB-IoT yuav ua raws li hauv qab no:
Txhawb txoj kev loj hlob ntawm 5G terminals los ntawm ntau lub kaum ntse ntse thiab txuas ntxiv txhim kho tus lej thiab hom terminals
Txij li thaum kev lag luam ntawm 5G, tsoomfwv tau txhawb nqa 5G kev lag luam cov tuam txhab lag luam txhawm rau txhawm rau txhawm rau tshawb nrhiav 5G kev lag luam daim ntawv thov xwm txheej, thiab 5G tau qhia txog "ntau lub ntsiab lus tawg" xeev hauv kev lag luam daim ntawv thov kev lag luam, nrog rau qib sib txawv ntawm kev tsaws hauv kev lag luam hauv Is Taws Nem, kev tsav tsheb tsis muaj zog, telemedicine thiab lwm thaj chaw niche.Tom qab ze li ob peb xyoos ntawm kev tshawb nrhiav, 5G kev lag luam daim ntawv thov tau ua kom pom tseeb thiab pom tseeb, los ntawm kev tshawb nrhiav mus rau theem kev nce qib sai, nrog rau kev sib kis ntawm kev lag luam kev lag luam.Tam sim no, kev lag luam tau nquag txhawb txoj kev loj hlob ntawm 5G kev lag luam terminals los ntawm ntau lub ces kaum.
Los ntawm qhov kev xav ntawm kev lag luam terminals ib leeg, raws li kev lag luam ntawm 5G kev lag luam terminals yog maj nrawm nrawm, cov tuam txhab tsim khoom siv hauv tsev thiab txawv teb chaws tau npaj mus, thiab lawv tseem nce R & D peev hauv 5G kev lag luam terminals, yog li tus naj npawb thiab hom 5G kev lag luam. terminals tseem yuav enriched.Raws li rau lub ntiaj teb no 5G davhlau ya nyob twg kev lag luam, raws li ntawm Q2 2023, 448 davhlau ya nyob twg cov neeg muag khoom nyob ib ncig ntawm lub ntiaj teb no tau tso tawm 2,662 qauv ntawm 5G terminals (xws li muaj thiab yav tom ntej), thiab muaj ze li ntawm 30 hom davhlau ya nyob twg cov ntaub ntawv, uas tsis yog- handset 5G terminals. tus account rau 50.7%.Ntxiv nrog rau cov xov tooj ntawm tes, lub ecosystem ntawm 5G CPEs, 5G modules thiab cov rooj vag kev lag luam yog maturing, thiab qhov feem ntawm txhua hom 5G davhlau ya nyob twg yog raws li saum toj no.
Raws li kev lag luam hauv tsev 5G davhlau ya nyob twg, raws li Q2 2023, tag nrho ntawm 1,274 qauv ntawm 5G terminals los ntawm 278 tus neeg muag khoom hauv Suav teb tau txais kev tso cai nkag mus rau hauv lub network los ntawm MIIT.Qhov kev nthuav dav ntawm 5G terminals tau txuas ntxiv nthuav dav, nrog rau cov xov tooj ntawm tes. rau ntau tshaj ib nrab ntawm tag nrho ntawm kwv yees li 62.8%.Ntxiv nrog rau cov xov tooj ntawm tes, lub ecosystem ntawm 5G modules, tsheb-mounted terminals, 5G CPEs, tub ceev xwm recorders, ntsiav tshuaj PCs thiab industrial gateways yog maturing, thiab lub teev yog feem ntau me me, nthuav qhia cov yam ntxwv ntawm ntau hom tab sis heev me me daim ntawv teev. .Kev faib ua feem ntawm ntau hom 5G davhlau ya nyob twg hauv Suav teb yog raws li hauv qab no:
Tsis tas li ntawd, raws li kev kwv yees ntawm Tuam Tshoj Academy ntawm Cov Ntaub Ntawv thiab Kev Sib Txuas Lus Technology (AICT), los ntawm 2025, tag nrho ntawm 5G terminals yuav muaj ntau dua 3,200, ntawm cov uas suav nrog tag nrho cov kev lag luam terminals tuaj yeem yog 2,000, nrog rau kev txhim kho ib txhij. ntawm "basic + customised", thiab kaum lab kev sib txuas tuaj yeem ua tiav.Nyob rau hauv lub era ntawm "txhua yam yog kev cob cog rua", nyob rau hauv uas 5G yog tas li tob zuj zus mus, Internet ntawm tej yam (IoT), nrog rau cov terminals, muaj ib tug ua lag luam qhov chaw ntawm ntau tshaj 10 trillion US dollars, thiab lub peev xwm ua lag luam chaw ntawm ntse terminal khoom, suav nrog ntau hom kev lag luam terminals, yog siab li 2 ~ 3 trillion US las.
Post lub sij hawm: Nov-16-2023