Marubuci: Ulink Media
Masana'antu sun taɓa bibiyar 5G sosai, kuma kowane fanni na rayuwa yana da babban tsammaninsa. A zamanin yau, 5G a hankali ya shiga cikin kwanciyar hankali na ci gaba, kuma halin kowa ya koma "kwantar da hankali". Duk da raguwar ƙarar muryoyin a cikin masana'antar da kuma haɗuwa da labarai masu kyau da mara kyau game da 5G, Cibiyar Binciken AIoT har yanzu tana mai da hankali ga sabon ci gaban 5G, kuma ta samar da "Sellular IoT Series of 5G Market Tracking and Research Report (2023) Edition)" don wannan dalili. Anan, za a fitar da wasu abubuwan da ke cikin rahoton don nuna ainihin ci gaban 5G eMBB, 5G RedCap da 5G NB-IoT tare da bayanan haƙiƙa.
5G eMBB
Daga hangen nesa na jigilar kayayyaki ta 5G eMBB, a halin yanzu, a cikin kasuwannin da ba na salula ba, jigilar kayayyaki na 5G eMBB suna da ɗan ƙaramin ƙarfi idan aka kwatanta da tsammanin. Daukar jimillar jigilar kayayyaki na 5G eMBB a shekarar 2022 a matsayin misali, adadin jigilar kayayyaki ya kai miliyan 10 a duniya, wanda kashi 20% -30% na adadin jigilar kayayyaki ya fito ne daga kasuwannin kasar Sin. 2023 zai ga girma, kuma ana sa ran adadin jigilar kayayyaki na duniya na 5G eMBB zai kai 1,300w. Bayan 2023, saboda ƙarin balagaggen fasaha da cikakken bincike na kasuwar aikace-aikacen, haɗe tare da ƙaramin tushe a cikin lokacin da ya gabata, yana iya kiyaye ƙimar girma mafi girma. , ko kuma za ta kula da ƙimar girma mafi girma. Dangane da hasashen Cibiyar Bincike na AIoT StarMap, yawan haɓaka zai kai 60% -75% a cikin ƴan shekaru masu zuwa.
Daga hangen nesa na jigilar kayayyaki na tashar 5G eMBB, don kasuwannin duniya, babban kaso mafi girma na jigilar aikace-aikacen IoT yana cikin kasuwar aikace-aikacen FWA, wanda ya haɗa da nau'ikan tashoshi iri-iri kamar CPE, MiFi, IDU / ODU, da sauransu. ta kasuwar kayan aiki na eMBB, inda nau'ikan tashoshi suka fi VR/XR, tashoshi masu hawa, da dai sauransu, sannan kasuwar sarrafa kayan masarufi, inda manyan tashoshin tashoshi sune ƙofar masana'antu, katin aiki, da sauransu. Sannan akwai masana'antar masana'antu. kasuwar sarrafa kansa, inda babban nau'ikan tashoshi sune ƙofofin masana'antu da katunan masana'antu. Mafi yawan tashar tashar jiragen ruwa ita ce CPE, tare da adadin jigilar kayayyaki kusan guda miliyan 6 a cikin 2022, kuma ana tsammanin adadin jigilar kayayyaki zai kai guda miliyan 8 a cikin 2023.
Ga kasuwannin cikin gida, babban yankin jigilar kayayyaki na tashar tashar 5G shine kasuwar kera motoci, kuma ƴan motoci kaɗan ne kawai (kamar BYD) ke amfani da 5G eMBB module, ba shakka, akwai sauran masu kera motoci suna gwadawa tare da masana'anta. Ana sa ran jigilar kayayyaki na cikin gida zai kai guda miliyan 1 a cikin 2023.
5G RedCap
Tun lokacin daskarewar sigar R17 na ma'auni, masana'antar ke haɓaka kasuwancin 5G RedCap bisa ma'auni. A yau, kasuwancin 5G RedCap da alama yana ci gaba da sauri fiye da yadda ake tsammani.
A farkon rabin 2023, fasahar 5G RedCap da samfuran za su girma a hankali. Ya zuwa yanzu, wasu dillalai sun ƙaddamar da samfuran 5G RedCap na ƙarni na farko don gwaji, kuma ana tsammanin a farkon rabin 2024, ƙarin guntuwar 5G RedCap, kayayyaki da tashoshi za su shiga kasuwa, wanda zai buɗe wasu yanayi don aikace-aikacen. , kuma a cikin 2025, babban aikace-aikacen za a fara aiwatarwa.
A halin yanzu, masu yin guntu, masu kera kayayyaki, masu aiki da masana'antun tasha sun yi ƙoƙari don haɓaka 5G RedCap gwajin ƙarshen-zuwa-ƙarshe, tabbatar da fasaha da haɓaka samfura da mafita.
Game da farashin kayayyaki na 5G RedCap, har yanzu akwai tazara tsakanin farashin farko na 5G RedCap da Cat.4. Ko da yake 5G RedCap zai iya ajiye 50% -60% na farashin 5G eMBB na yanzu ta hanyar rage amfani da na'urori da yawa ta hanyar tela, har yanzu zai kashe fiye da $100 ko ma kusan $200. Duk da haka, tare da ci gaban masana'antu, farashin 5G RedCap kayayyaki zai ci gaba da raguwa har sai ya kasance daidai da na yau da kullum na Cat.4 module na $ 50-80.
5G NB-IoT
Bayan babban tallan tallace-tallace da haɓakar sauri na 5G NB-IoT a farkon matakin, haɓakar 5G NB-IoT a cikin ƴan shekaru masu zuwa ya ci gaba da samun kwanciyar hankali, ko da kuwa daga hangen nesa na girman jigilar kayayyaki ko filin jigilar kaya. Dangane da girman jigilar kayayyaki, 5G NB-IoT yana tsayawa sama da ƙasa da matakin miliyan 10, kamar yadda aka nuna a adadi mai zuwa.
Dangane da wuraren da ake jigilar kayayyaki, 5G NB-IoT bai taso ba a cikin ƙarin wuraren aikace-aikacen, kuma wuraren aikace-aikacen sa har yanzu ana mayar da hankali kan fannoni da yawa kamar su mita mai kaifin baki, maganadisun kofa mai wayo, firikwensin hayaki, ƙararrawa gas, da sauransu. A cikin 2022, manyan jigilar kayayyaki na 5G NB-IoT za su kasance kamar haka:
Haɓaka haɓaka tashoshi na 5G daga kusurwoyi da yawa da ci gaba da haɓaka lamba da nau'in tashoshi
Tun lokacin da aka tallata 5G, gwamnati ta himmatu wajen ƙarfafa masana'antar sarkar masana'antu ta 5G don haɓaka binciken matukin jirgi na yanayin aikace-aikacen masana'antar 5G, kuma 5G ya nuna "ƙasa mai girma" a cikin kasuwar aikace-aikacen masana'antu, tare da digiri daban-daban na saukowa. Intanet na masana'antu, tuki mai cin gashin kansa, telemedicine da sauran wurare masu kyau. Bayan kusan 'yan shekaru na bincike, aikace-aikacen masana'antu na 5G suna ƙara bayyana da kuma bayyana, daga binciken matukin jirgi zuwa cikin hanzarin haɓakawa, tare da yaduwar aikace-aikacen masana'antu. A halin yanzu, masana'antar tana haɓaka haɓaka tashoshin masana'antar 5G daga kusurwoyi da yawa.
Ta fuskar tashoshin masana'antu kadai, yayin da kasuwancin tashoshi na masana'antu na 5G ke kara habaka sannu a hankali, masana'antun na gida da na waje sun shirya tafiya, kuma suna ci gaba da kara zuba jari na R&D a tashoshin masana'antar 5G, don haka adadi da nau'ikan masana'antar 5G. Ana ci gaba da inganta tashoshi. Dangane da kasuwar tashar 5G ta duniya, kamar na Q2 2023, dillalai 448 a duk duniya sun fito da nau'ikan tashoshi 2,662 na tashoshin 5G (ciki har da samuwa da masu zuwa), kuma akwai kusan nau'ikan nau'ikan tashoshi 30, waɗanda ba na hannu ba na 5G ya canza zuwa +50.7%. Baya ga wayoyin hannu, yanayin yanayin 5G CPEs, 5G modules da ƙofofin masana'antu yana girma, kuma adadin kowane nau'in tashar 5G yana sama.
Dangane da kasuwar tashar 5G ta cikin gida, ya zuwa Q2 2023, jimillar nau'ikan tashoshi 1,274 na tashoshi na 5G daga masu siyar da tashoshi 278 a kasar Sin sun sami izinin shiga hanyar sadarwa daga MIIT. An ci gaba da fadada hanyoyin sadarwa na 5G, tare da lissafin wayar hannu. fiye da rabin jimlar a kusan 62.8%. Baya ga wayoyin hannu, yanayin yanayin 5G modules, tashoshi masu hawa abin hawa, 5G CPEs, masu rikodin tilasta doka, PC na kwamfutar hannu da ƙofofin masana'antu suna girma, kuma ma'auni gabaɗaya kaɗan ne, yana gabatar da halaye na nau'ikan nau'ikan da yawa amma ƙaramin ma'aunin aikace-aikacen. . Matsakaicin nau'ikan nau'ikan tashar tashar 5G daban-daban a China shine kamar haka:
Bugu da kari, bisa hasashen cibiyar fasahar sadarwa da fasahar sadarwa ta kasar Sin (AICT), ta ce, nan da shekarar 2025, adadin tashoshin 5G zai kai fiye da 3,200, wanda jimillar tashohin masana'antu na iya zama 2,000, tare da ci gaban lokaci guda. na "basic + customized", kuma ana iya samun haɗin kai miliyan goma. A zamanin "komai yana da alaƙa", wanda 5G ke ci gaba da zurfafawa, Intanet na Abubuwa (IoT), gami da tashoshi, yana da sararin kasuwa na sama da dalar Amurka tiriliyan 10, da yuwuwar sararin kasuwa na kayan aikin tasha masu hankali. ciki har da nau'ikan tashoshi na masana'antu daban-daban, sun kai dalar Amurka tiriliyan 2 ~ 3.
Lokacin aikawa: Nuwamba-16-2023