Tus Sau: Ulink Media
5G tau raug kev lag luam nrhiav kev siv ntau heev, thiab txhua tus neeg muaj kev cia siab rau nws heev. Niaj hnub no, 5G tau maj mam nkag mus rau lub sijhawm ntawm kev txhim kho ruaj khov, thiab txhua tus neeg lub siab tau rov qab mus rau "kev thaj yeeb". Txawm hais tias lub suab nrov hauv kev lag luam tsawg zuj zus thiab kev sib xyaw ntawm cov xov xwm zoo thiab tsis zoo txog 5G, AIoT Research Institute tseem mob siab rau qhov kev txhim kho tshiab ntawm 5G, thiab tau tsim "Cellular IoT Series ntawm 5G Market Tracking and Research Report (2023 Edition)" rau lub hom phiaj no. Ntawm no, qee cov ntsiab lus ntawm daim ntawv tshaj tawm yuav raug rho tawm los qhia txog kev txhim kho tiag tiag ntawm 5G eMBB, 5G RedCap thiab 5G NB-IoT nrog cov ntaub ntawv tseeb.
5G eMBB
Los ntawm qhov kev xav ntawm 5G eMBB terminal module xa khoom, tam sim no, hauv kev lag luam tsis yog cellular, kev xa khoom ntawm 5G eMBB modules yog me me piv rau qhov kev cia siab. Piv txwv li, kev xa khoom tag nrho ntawm 5G eMBB modules hauv xyoo 2022, qhov ntim xa khoom yog 10 lab thoob ntiaj teb, uas 20% -30% ntawm qhov ntim xa khoom los ntawm kev lag luam Suav. Xyoo 2023 yuav pom kev loj hlob, thiab tag nrho cov ntim xa khoom thoob ntiaj teb ntawm 5G eMBB modules yuav ncav cuag 1,300w. Tom qab xyoo 2023, vim yog cov thev naus laus zis paub tab dua thiab kev tshawb nrhiav tag nrho ntawm kev ua lag luam daim ntawv thov, ua ke nrog lub hauv paus me me hauv lub sijhawm dhau los, nws yuav tswj tau qhov kev loj hlob siab dua. , lossis yuav tswj tau qhov kev loj hlob siab dua. Raws li kev kwv yees ntawm AIoT StarMap Research Institute, qhov kev loj hlob yuav ncav cuag 60% -75% hauv ob peb xyoos tom ntej.
Los ntawm qhov kev xav ntawm 5G eMBB terminal module xa khoom, rau kev lag luam thoob ntiaj teb, qhov feem ntau ntawm IoT daim ntawv thov xa khoom yog nyob rau hauv FWA daim ntawv thov kev lag luam, uas suav nrog ntau yam ntawm cov ntawv davhlau ya nyob twg xws li CPE, MiFi, IDU / ODU, thiab lwm yam, ua raws li kev lag luam khoom siv eMBB, qhov twg cov ntawv davhlau ya nyob twg feem ntau yog VR / XR, cov ntawv davhlau ya nyob twg mounted, thiab lwm yam, thiab tom qab ntawd kev lag luam automation kev lag luam, qhov twg cov ntawv davhlau ya nyob twg tseem ceeb yog industrial gateway, work card, thiab lwm yam. Tom qab ntawd muaj kev lag luam automation kev lag luam, qhov twg cov ntawv davhlau ya nyob twg tseem ceeb yog industrial gateways thiab industrial cards. Lub davhlau ya nyob twg feem ntau yog CPE, nrog rau qhov ntim xa khoom ntawm kwv yees li 6 lab daim hauv xyoo 2022, thiab qhov ntim xa khoom yuav tsum ncav cuag 8 lab daim hauv xyoo 2023.
Rau kev ua lag luam hauv tsev, thaj chaw xa khoom tseem ceeb ntawm 5G terminal module yog kev ua lag luam tsheb, thiab tsuas yog ob peb lub tuam txhab tsim tsheb (xws li BYD) siv 5G eMBB module, tau kawg, muaj lwm cov tuam txhab tsim tsheb sim nrog cov tuam txhab tsim module. Nws xav tias kev xa khoom hauv tsev yuav ncav cuag 1 lab daim hauv xyoo 2023.
5G RedCap
Txij li thaum lub sijhawm 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 qib sai dua li qhov xav tau.
Nyob rau thawj ib nrab ntawm xyoo 2023, cov thev naus laus zis thiab cov khoom lag luam 5G RedCap yuav maj mam loj hlob. Txog tam sim no, qee tus neeg muag khoom tau tso tawm lawv cov khoom lag luam 5G RedCap thawj zaug rau kev sim, thiab nws xav tias nyob rau thawj ib nrab ntawm xyoo 2024, ntau dua 5G RedCap chips, modules thiab terminals yuav nkag mus rau hauv kev ua lag luam, uas yuav qhib qee qhov xwm txheej rau kev siv, thiab xyoo 2025, kev siv loj yuav pib ua tiav.
Tam sim no, cov tuam txhab tsim cov chips, cov tuam txhab tsim modules, cov neeg ua haujlwm thiab cov lag luam davhlau ya nyob twg tau siv zog los txhawb kev sim 5G RedCap kawg-rau-kawg, kev txheeb xyuas thev naus laus zis 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 kev siv ntau yam khoom siv los ntawm kev kho kom haum, nws tseem yuav raug nqi ntau dua $ 100 lossis txawm tias kwv yees li $ 200. Txawm li cas los xij, nrog rau kev txhim kho ntawm kev lag luam, tus nqi ntawm 5G RedCap modules yuav txuas ntxiv poob qis kom txog thaum nws sib piv rau tus nqi tam sim no ntawm Cat.4 module ntawm $ 50-80.
5G NB-IoT
Tom qab kev tshaj tawm thiab kev txhim kho ceev ntawm 5G NB-IoT thaum ntxov, kev txhim kho ntawm 5G NB-IoT hauv ob peb xyoos tom ntej no tau tswj hwm lub xeev ruaj khov, tsis hais los ntawm qhov pom ntawm qhov ntim khoom xa tuaj lossis thaj chaw xa khoom. Hais txog qhov ntim khoom xa tuaj, 5G NB-IoT nyob siab dua thiab qis dua 10 lab qib, raws li pom hauv daim duab hauv qab no.
Hais txog thaj chaw xa khoom, 5G NB-IoT tsis tau ua rau muaj kev cuam tshuam ntau dua hauv ntau thaj chaw siv, thiab nws cov chaw siv tseem tsom mus rau ntau thaj chaw xws li cov ntsuas ntse, cov hlau nplaum ntse, cov pa luam yeeb ntse, lub tswb ceeb toom roj, thiab lwm yam. Xyoo 2022, cov khoom xa tuaj loj ntawm 5G NB-IoT yuav yog raws li nram no:
Txhawb kev tsim cov 5G terminals los ntawm ntau lub kaum sab xis thiab txuas ntxiv nplua nuj tus lej thiab hom terminals
Txij li thaum muaj kev lag luam ntawm 5G, tsoomfwv tau txhawb kom cov tuam txhab lag luam 5G ua lag luam kom nrawm dua qhov kev tshawb nrhiav sim ntawm 5G kev siv cov xwm txheej kev lag luam, thiab 5G tau qhia txog "ntau lub ntsiab lus tawg paj" hauv kev lag luam thov kev lag luam, nrog rau ntau qib ntawm kev tsaws hauv Is Taws Nem kev lag luam, kev tsav tsheb tsis siv neeg, telemedicine thiab lwm qhov chaw tshwj xeeb. Tom qab yuav luag ob peb xyoos ntawm kev tshawb nrhiav, 5G kev siv kev lag luam tau dhau los ua qhov tseeb dua, los ntawm kev tshawb nrhiav sim mus rau theem kev txhawb nqa sai, nrog rau kev nthuav dav ntawm kev siv kev lag luam. Tam sim no, kev lag luam tab tom txhawb nqa kev txhim kho ntawm 5G kev lag luam terminals los ntawm ntau lub kaum sab xis.
Los ntawm qhov kev xav ntawm cov chaw nres tsheb hauv kev lag luam xwb, thaum kev lag luam ntawm 5G chaw nres tsheb hauv kev lag luam maj mam nce zuj zus, cov chaw tsim khoom siv hauv tsev thiab txawv teb chaws tau npaj txhij mus, thiab lawv txuas ntxiv nce R & D peev hauv 5G chaw nres tsheb hauv kev lag luam, yog li tus lej thiab hom ntawm 5G chaw nres tsheb hauv kev lag luam txuas ntxiv mus nplua nuj. Raws li kev lag luam thoob ntiaj teb 5G chaw nres tsheb, txij li Q2 2023, 448 tus neeg muag khoom thoob ntiaj teb tau tso tawm 2,662 tus qauv ntawm 5G chaw nres tsheb (suav nrog muaj thiab tom ntej), thiab muaj ze li ntawm 30 hom ntawv chaw nres tsheb, uas tsis yog tes 5G chaw nres tsheb suav txog 50.7%. Ntxiv rau cov xov tooj ntawm tes, lub ecosystem ntawm 5G CPEs, 5G modules thiab industrial gateways tab tom loj hlob, thiab qhov sib piv ntawm txhua hom 5G chaw nres tsheb yog raws li saum toj no.
Raws li kev lag luam hauv tsev 5G terminal, txij li Q2 2023, tag nrho muaj 1,274 tus qauv ntawm 5G terminals los ntawm 278 tus neeg muag khoom hauv Suav teb tau txais daim ntawv tso cai nkag mus rau hauv network los ntawm MIIT. Kev ncav cuag ntawm 5G terminals tau txuas ntxiv nthuav dav, nrog rau cov xov tooj ntawm tes suav txog ntau dua ib nrab ntawm tag nrho ntawm kwv yees li 62.8%. Ntxiv rau cov xov tooj ntawm tes, lub ecosystem ntawm 5G modules, tsheb-mounted terminals, 5G CPEs, tub ceev xwm kaw, ntsiav tshuaj PCs thiab industrial gateways tab tom loj hlob, thiab qhov ntsuas feem ntau yog me me, nthuav tawm cov yam ntxwv ntawm ntau hom tab sis qhov ntsuas daim ntawv thov me me heev. Qhov sib piv ntawm ntau hom 5G terminal hom hauv Suav teb yog raws li nram no:
Ntxiv mus, raws li kev kwv yees ntawm Tuam Tshoj Academy of Information and Communications Technology (AICT), los ntawm xyoo 2025, tag nrho cov 5G terminals yuav ntau dua 3,200, uas tag nrho cov kev lag luam terminals tuaj yeem yog 2,000, nrog rau kev txhim kho tib lub sijhawm ntawm "basic + customized", thiab kaum lab kev sib txuas tuaj yeem ua tiav. Hauv lub caij nyoog ntawm "txhua yam txuas nrog", uas 5G txuas ntxiv mus tas li, Internet of Things (IoT), suav nrog cov terminals, muaj qhov chaw ua lag luam ntau dua 10 trillion US dollars, thiab qhov chaw ua lag luam muaj peev xwm ntawm cov khoom siv ntse terminal, suav nrog ntau hom kev lag luam terminals, yog siab txog 2 ~ 3 trillion US dollars.
Lub sijhawm tshaj tawm: Kaum Ib Hlis-16-2023