Mawallafi: Ulink Media
Masana'antar ta daɗe tana bin diddigin fasahar 5G sosai, kuma dukkan fannoni na rayuwa suna da babban tsammanin hakan. A zamanin yau, 5G ta shiga wani lokaci na ci gaba mai ɗorewa, kuma halin kowa ya koma "natsuwa". Duk da raguwar yawan muryoyi a masana'antar da kuma haɗakar labarai masu kyau da marasa kyau game da 5G, Cibiyar Bincike ta AIoT har yanzu tana mai da hankali kan sabon ci gaban 5G, kuma ta ƙirƙiri "Jerin Binciken Kasuwa da Binciken 5G na Cellular IoT Series (Buga na 2023)" don wannan dalili. A nan, 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 bayanai masu ma'ana.
5G eMBB
Daga mahangar jigilar kayayyaki na tashar eMBB ta 5G, a halin yanzu, a kasuwar da ba ta cikin sel ba, jigilar kayayyaki na 5G eMBB ba ta da yawa idan aka kwatanta da tsammanin. Idan aka ɗauki jimillar jigilar kayayyaki na 5G eMBB a shekarar 2022 a matsayin misali, yawan jigilar kayayyaki miliyan 10 ne a duk duniya, wanda kashi 20%-30% na yawan jigilar kayayyaki ya fito ne daga kasuwar China. 2023 za ta ga ci gaba, kuma ana sa ran jimlar yawan jigilar kayayyaki na 5G eMBB a duniya zai kai 1,300w. Bayan 2023, saboda fasahar da ta fi girma da kuma cikakken bincike na kasuwar aikace-aikacen, tare da ƙaramin tushe a lokacin da ya gabata, yana iya ci gaba da samun ci gaba mai girma, ko kuma zai ci gaba da samun ci gaba mai girma. A cewar hasashen Cibiyar Bincike ta AIoT StarMap, yawan karuwar zai kai kashi 60%-75% a cikin 'yan shekaru masu zuwa.
Daga mahangar jigilar kayayyaki na tashar eMBB ta 5G, ga kasuwar duniya, mafi girman kaso na jigilar kayayyaki na IoT yana cikin kasuwar aikace-aikacen FWA, wanda ya haɗa da nau'ikan nau'ikan tashoshi kamar CPE, MiFi, IDU/ODU, da sauransu, sai kuma kasuwar kayan aikin eMBB, inda nau'ikan tashoshi galibi VR/XR ne, tashoshin da aka ɗora a kan abin hawa, da sauransu, sannan kasuwar sarrafa kansa ta masana'antu, inda manyan siffofi na tashoshi sune ƙofar masana'antu, katin aiki, da sauransu. Sannan akwai kasuwar sarrafa kansa ta masana'antu, inda manyan siffofi na tashoshi sune ƙofofin masana'antu da katunan masana'antu. Tashar da aka fi amfani da ita ita ce CPE, tare da adadin jigilar kayayyaki kusan guda miliyan 6 a cikin 2022, kuma ana sa ran adadin jigilar kayayyaki zai kai guda miliyan 8 a cikin 2023.
Ga kasuwar cikin gida, babban yankin jigilar kayayyaki na na'urar tashar 5G shine kasuwar motoci, kuma kaɗan ne kawai kera motoci (kamar BYD) ke amfani da na'urar eMBB ta 5G, ba shakka, akwai wasu masu kera motoci da ke gwaji tare da masana'antun na'urorin. Ana sa ran jigilar kayayyaki a cikin gida zai kai guda miliyan 1 a shekarar 2023.
5G RedCap
Tun bayan daskarar da sigar R17 ta ma'aunin, masana'antar ta ci gaba da tallata 5G RedCap bisa ga ma'aunin. A yau, tallata 5G RedCap da alama yana ci gaba da sauri fiye da yadda ake tsammani.
A rabin farko na shekarar 2023, fasahar 5G RedCap da kayayyaki za su fara girma a hankali. Zuwa yanzu, wasu masu siyarwa sun ƙaddamar da samfuran 5G RedCap na ƙarni na farko don gwaji, kuma ana sa ran a rabin farko na shekarar 2024, ƙarin guntu-guntu, kayayyaki da tashoshi na 5G RedCap za su shiga kasuwa, wanda zai buɗe wasu yanayi don amfani, kuma a cikin 2025, za a fara aiwatar da manyan ayyuka.
A halin yanzu, masu kera guntu, masu kera modules, masu aiki da kamfanonin tashoshi sun yi ƙoƙari a hankali don haɓaka gwajin 5G RedCap daga ƙarshe zuwa ƙarshe, tabbatar da fasaha da haɓaka samfura da mafita.
Dangane da farashin kayan aikin 5G RedCap, har yanzu akwai wani gibi tsakanin farashin farko na 5G RedCap da Cat.4. Duk da cewa 5G RedCap zai iya adana kashi 50%-60% na farashin kayan aikin 5G eMBB na yanzu ta hanyar rage amfani da na'urori da yawa ta hanyar dinki, har yanzu zai ci gaba da kashe sama da dala $100 ko ma kusan dala $200. Duk da haka, tare da ci gaban masana'antar, farashin kayan aikin 5G RedCap zai ci gaba da raguwa har sai ya yi daidai da farashin kayan aikin Cat.4 na yanzu na $50-80.
5G NB-IoT
Bayan babban talla da kuma ci gaban 5G NB-IoT mai sauri a farkon matakin, ci gaban 5G NB-IoT a cikin 'yan shekaru masu zuwa ya ci gaba da kasancewa cikin kwanciyar hankali, komai girman jigilar kayayyaki ko filin jigilar kaya. Dangane da girman jigilar kaya, 5G NB-IoT ya kasance sama da matakin miliyan 10, kamar yadda aka nuna a cikin hoto mai zuwa.
Dangane da yankunan jigilar kaya, 5G NB-IoT bai haifar da wani sauyi a wasu wuraren aikace-aikacen ba, kuma yankunan aikace-aikacensa har yanzu suna mai da hankali ne kan fannoni da dama kamar mita masu wayo, maganadisu na ƙofa mai wayo, na'urorin firikwensin hayaki mai wayo, ƙararrawa na iskar gas, da sauransu. A shekarar 2022, manyan jigilar 5G NB-IoT za su kasance kamar haka:
Inganta ci gaban tashoshin 5G daga kusurwoyi da dama da kuma ci gaba da wadatar da adadi da nau'in tashoshin
Tun bayan da aka fara tallata fasahar 5G, gwamnati ta ƙarfafa kamfanonin sarkar masana'antu na 5G da su hanzarta binciken yanayin aikace-aikacen masana'antar 5G, kuma 5G ta nuna yanayin "fasaha mai yawa" a kasuwar aikace-aikacen masana'antu, tare da matakai daban-daban na saukowa a Intanet na masana'antu, tuƙi mai cin gashin kansa, maganin telemedicine da sauran fannoni masu mahimmanci. Bayan kusan shekaru kaɗan na bincike, aikace-aikacen masana'antar 5G suna ƙara bayyana, tun daga binciken gwaji zuwa matakin haɓakawa cikin sauri, tare da yaɗuwar aikace-aikacen masana'antu. A halin yanzu, masana'antar tana haɓaka ci gaban tashoshin masana'antar 5G daga kusurwoyi da yawa.
Daga mahangar tashoshin masana'antu kawai, yayin da kasuwancin tashoshin masana'antar 5G ke ƙaruwa a hankali, masana'antun kayan aikin tashoshin cikin gida da na ƙasashen waje suna shirye su fara aiki, kuma suna ci gaba da ƙara saka hannun jari a cikin bincike da haɓaka a tashoshin masana'antar 5G, don haka adadin da nau'ikan tashoshin masana'antar 5G suna ci gaba da wadatarwa. Dangane da kasuwar tashoshin 5G ta duniya, tun daga kwata na biyu na 2023, masu siyar da tashoshin 448 a duk faɗin duniya sun fitar da samfuran tashoshin 5G 2,662 (gami da akwai da masu zuwa), kuma akwai kusan nau'ikan nau'ikan tashoshin 30, waɗanda daga cikinsu tashoshin 5G marasa hannu suna wakiltar 50.7%. Baya ga wayoyin hannu, yanayin yanayin CPEs na 5G, kayayyaki na 5G da ƙofofin masana'antu yana girma, kuma rabon kowane nau'in tashoshin 5G kamar yadda yake a sama.
Dangane da kasuwar tashoshin 5G na cikin gida, ya zuwa kwata na biyu na shekarar 2023, jimillar samfuran tashoshin 5G guda 1,274 daga dillalan tashoshin 278 a China sun sami izinin shiga hanyar sadarwa daga MIIT. Yaɗuwar tashoshin 5G ya ci gaba da faɗaɗa, inda wayoyin hannu suka kai fiye da rabin jimillar a kusan kashi 62.8%. Baya ga wayoyin hannu, yanayin yanayin tsarin 5G, tashoshin da aka ɗora a kan abin hawa, CPEs na 5G, masu rikodin jami'an tsaro, kwamfutocin kwamfutar hannu da ƙofofin masana'antu yana girma, kuma girman gabaɗaya ƙarami ne, yana nuna halaye na nau'ikan daban-daban amma ƙaramin sikelin aikace-aikace ne. Kason nau'ikan tashoshin 5G daban-daban a China kamar haka:
Bugu da ƙari, bisa ga hasashen Kwalejin Fasaha ta Bayanai da Sadarwa ta China (AICT), nan da shekarar 2025, jimillar tashoshin 5G za su wuce 3,200, wanda jimillar tashoshin masana'antu za su iya zama 2,000, tare da haɓaka "basic + customized", kuma ana iya cimma haɗin kai miliyan goma. A zamanin "komai yana da alaƙa", inda 5G ke ci gaba da zurfafa, Intanet na Abubuwa (IoT), gami da tashoshin, yana da sararin kasuwa na sama da dala tiriliyan 10 na Amurka, kuma yuwuwar kasuwar kayan aiki masu wayo, gami da nau'ikan tashoshin masana'antu daban-daban, ya kai dala tiriliyan 2 zuwa 3 na Amurka.
Lokacin Saƙo: Nuwamba-16-2023