In recent years, the Internet of Vehicles has been a hot topic, and with the development of 5G, the Internet of Vehicles will also enter a new track. On December 30, CICC released a research report saying that with the landing of 5G and the development of artificial intelligence, AIoT has entered the fast lane of development. At present, the number of 5G base stations in China has reached 1.159 million, and the 5G network has basically achieved full coverage. In the future, the focus of 5G construction will shift to the exploration and landing of application scenarios, and the AIoT scenario represented by intelligent driving, smart city, smart grid, etc. requires a widely connected, high-quality communication network, which becomes an ideal landing scenario for 5G.
The total number of 5G base stations (the gold dot in the source)
CICC pointed out that wireless communication modules benefit from the development of the industry, and it is expected that in 2023, the shipment volume of cellular communication modules will reach 460 million, the revenue will reach 6.3 billion US dollars, and the shipment volume of the Large Particle Market will reach 93.04 million. 5G is superior to 4G in terms of speed, latency, connection density, etc., providing high-speed, large-scale, and highly reliable connection technology for the Internet of Vehicles.
Vehicle networking communication module market size (gold dots in the source)
Zhiche Pie learned from Zhongjin Dianjing that the current vehicle communication module products are mainly T-Box, and the penetration rate of domestic automobile front-loading T-Box in 2019 is about 25%. With the popularization of intelligent driving, the on-board communication module capacity will be further improved, and the shipment volume is expected to reach 93.04 million in 2023, and the revenue scale will reach 2.96 billion US dollars. At present, the Vehicle Networking Communication Module is mainly 4G, accounting for 77% in 2020.