Edit | Yu Bin
Produced by | Chaoqi Network "Yu see column"
When it comes to 5G, the first impression in many people's minds is often to think of mobile phones, in fact, the role of 5G is not limited to this, it plays a very important role in various social and economic application scenarios, at present, a new round of scientific and technological revolution and industrial change is also advancing by leaps and bounds, especially the new industrialization process represented by "5G + Industrial Internet", which is injecting new momentum and new vitality into the economic development of the mainland, playing an important role in reducing costs, improving quality and increasing efficiency.
5G is like a network, and thousands of industries can be integrated into it
For the national economy, the communication network is like the high-speed rail and highway network, playing an important role in the basic bearing and efficiency multiplication, the more developed and powerful a country's communication network is, the higher the operational efficiency of all walks of life based on the digital economy, and the more potential and vitality for long-term development.
Since 5G officially began commercial operation, the mainland has built the world's largest and most technologically advanced 5G communication network, which has now covered all prefecture-level cities, more than 98% of counties and more than 80% of townships in the country.
According to data from the Ministry of Industry and Information Technology, as of the end of last year, the number of 5G base stations built and opened in China reached more than 1.4 million, accounting for more than 70% of the total number of 5G base stations in the world, and the number of newly added 5G base stations last year exceeded 650,000, which is almost equal to the total number of base stations in the country at the end of 2020, and the number of 5G base stations per 10,000 people reached 10.1, which is the world's largest 5G communication network.
With 5G, our lives are also more colorful, 5G downlink rate than 4G increased by nearly 10 times, the rise and development of telemedicine, short video, 4K /8K HD video, network live broadcast, VR/AR, meta-universe, unmanned and other large-traffic application scenarios are also inseparable from the support of 5G communication networks, last year's mobile Internet traffic growth rate reached 33.9% year-on-year, traffic consumption is more than 20 times 5 years ago, This shows that the traffic consumption potential of 5G mobile terminals has been continuously released.
But the significance of 5G is not only that the network speed is faster when brushing mobile phones, but that it makes it possible for people to further realize the ideas, ideas and dreams of various traditional, current or future things.
First, the accelerator of the realization of industrial Internet scenarios, 5G has become an important support for cultivating advanced manufacturing and promoting industrial transformation and upgrading, whether it is the digital transformation of traditional formats or the realization of various application scenarios of 5G+ industrial Internet, it is inseparable from the strong support of 5G communication networks.
Last year, there were more than 10,000 application and innovation projects in the field of 5G, covering more than 20 key industries, not only more and more application scenarios, the scale of applications is gradually increasing, relying on 5G to complete the digital, networked, intelligent transformation and upgrading, many enterprises in operational efficiency, product quality and service competitiveness, low-carbon sustainable development and other aspects have been significantly improved.
Correspondingly, the number of various cellular IoT terminals based on 5G communication networks has increased to nearly 1.4 billion, which is getting closer and closer to the total number of mobile phone users, and these IoT terminals are widely used in smart cities, intelligent manufacturing, smart transportation and logistics.
The second is the catalyst for the development of the digital new economy, with the accelerated popularization and coverage of 5G and gigabit optical fiber networks, cloud computing, big data, data centers and other emerging digital services for enterprises have also ushered in a spurt of rapid growth, last year's domestic telecom service providers of this type of business revenue of more than 200 billion yuan, an increase of 27.8% year-on-year, of which cloud computing is the most rapid growth rate, as high as 91.5%.
It can be said that 5G plays an active and important role in helping the development of the new digital economy, and the Cyberspace Administration of China released the development plan (2021-2025) in the field of informatization during the "14th Five-Year Plan" period in January this year, and it is planned that by 2025, the output value of the digital economy will increase from 7.8% to 10% of domestic GDP, and it will also reach the world's most advanced level.
5G is strong, the industry is strong, and countries have gradually opened up the gap
In recent years, the mainland has invested heavily in 5G communication networks, such as the cumulative investment of more than 180 billion yuan in the whole year last year, accounting for 45.6% of the investment in telecommunications fixed assets, and the investment accounted for an increase of 8.9% compared with the previous year.
According to the latest data from the Ministry of Industry and Information Technology, by the end of last year, the mainland's 5G mobile phone users reached 518 million households, according to the latest census data, according to the total population of the country of 1.41 billion to calculate, the current 5G penetration rate of 36.7%, from the requirements of the development plan there are still 20 percentage points, according to the current development rate, this goal should be achieved in advance.
Corresponding to the scene of the mainland 5G construction in full swing, there is no hurry to the EU style and the quarrelsome American style.
Not long ago, the European Audit House (ECA) warned that if member states do not accelerate relevant cooperation, the economic and security threats encountered by the EU in the promotion and application of 5G will increase, and the ECA report believes that the EU lags behind North America and Asia in 5G development, the 5G construction of member states is seriously lagging behind, and there are still weak links in security measures, only Switzerland, Germany, Italy and other countries are in the forefront.
By 2025, it will be difficult to complete the 5G coverage target, when the coverage rate of 5G may be only 35%, even lower than the average level of several developed countries in Asia, correspondingly, Asia, especially East Asia, the Middle East countries attach great importance to the construction of 5G, Omdia data show that South Korea's 5G penetration rate in November last year has approached 30%, the number of 5G users exceeded 20 million.
It is also worth mentioning that because Europe follows the US policy of suppressing Huawei, so that its 5G equipment suppliers are only left with the local Nokia and Ericsson, due to the lack of full market competition, Europe will pay more construction costs, the British Oxford Research Institute survey shows that the price of restricting Huawei is that the cost of network deployment in the Uk will increase by 9%-29% in the next decade.
Looking across Europe, this additional cost could reach at least €3 billion a year, and the cost will increase at a rate of 19% per year, which is just one of the costs, another cost is the slower pace of 5G construction, and more than 50 million people will have to delay the use of 5G by 2023.
By 2035, due to deployment delays will bring losses of 40 billion euros, while the EU's economic composition is dominated by the service industry, accounting for about 70%, the future eu countries enterprises on the demand for traffic and network speed is very large, 5G construction progress will further restrict the EU economic recovery process under the epidemic.
There is no doubt that 5G technology will be one of the basic projects that determine the world's economic development in the next decade, compared with European countries, the United States has a clear understanding in this regard, former President Trump once said that 5G is a race that the United States "must win", for which the United States will invest $275 billion in the 5G industry, and the 5G industry can create 3 million jobs while contributing $500 billion to the U.S. economy.
But the reality is that for more than a year, the U.S. aviation industry and the wireless communications industry have been fighting a war of words, the focus of the debate is whether the C-band used by 5G will interfere with the aircraft's electronic equipment, the airlines think it will, the two major operators (AT&T and Verizon) think not, and this protracted quarrel has pulled the Federal Communications Commission (FCC) and the Federal Aviation Administration (FAA) into the war.
The two sides are in dispute, and the disagreement is that this has led to the frequent postponement of the operator's 5G upgrade plan, which was not officially launched until the end of January this year, for which Bloomberg has commented that this war in the regulatory field has directly endangered the economic growth of the United States.
5G is only the foundation, and its value lies in how it is applied
According to the calculation of the China Academy of Information and Communications Technology, from 2020 to 2025, 5G will drive more than 8 trillion yuan of product and service consumption, indirectly driving the total economic output of more than 24 trillion yuan, by 2025, 5G will directly create 3 million jobs, which shows that 5G has an irreplaceable important position in social progress, economic development and people's livelihood security, and its future development potential and market space are immeasurable.
At present, the mainland's 5G communication network has covered the real economy, life consumption, people's livelihood services and many other formats and scenarios, compared with the previous means of communication, 5G network has high bandwidth, low latency and other characteristics, it makes the dream of the Internet of Everything possible.
At the same time, in today's rapidly changing information technology, 5G is not a person fighting, through the integration and development of advanced technologies such as artificial intelligence, big data, VR/AR, etc., it is possible to build a seamless, close and smooth information and data flow channel, and realize the amplification, superposition and multiplication effect of digital technology on the development of traditional industries.
"Yu see column" believes that at present, we are in the era of 5G application scenarios, a hundred flowers blooming, a hundred schools of contention, on the one hand, we also need to expand and integrate more 5G application scenarios adapted to all walks of life, in this information highway, the more enterprise platforms, application scenarios and solutions are integrated, then the production and collaboration efficiency of the entire industrial chain and supply chain will be higher.
On the other hand, if we can simultaneously become bigger and stronger a number of leading service enterprises in the application of the 5G industry, we can output more advanced experience and mature solutions for small and medium-sized enterprises to learn from, which can further reduce the operating costs of small and medium-sized enterprises to carry out transformation and upgrading and integration and innovation based on the "5G + industrial Internet".
For a country, although 5G can be regarded as a strategic public common infrastructure and an acceleration engine for economic development, the so-called interlacing is like a mountain, because all walks of life and various fields have shown vast differences and changes in consumer demand, organizational operations, application adaptation, technical characteristics and other aspects.
Therefore, how to do a good job in the top-level design of 5G applications, establish a set of common and replicable commercial development and application models, integrate these thousands of industries into the common highway of 5G, realize efficient business interconnection, resource integration, scene interoperability and data sharing, and enable the industry to avoid duplicate construction and reduce ineffective competition as much as possible, which is a problem worthy of serious consideration by relevant departments and 5G application development enterprises.
epilogue
The window of opportunity is fleeting, so when it appears, it should be firmly grasped and made good use of, from the historical experience, every iteration and upgrading of wireless communication technology will bring a wave of new industrial development opportunities, and trigger deep changes and progress in the global industrial pattern.
This year is generally regarded by the industry as the first year and key year of the great development of 5G scenario applications, 5G will continue to play an important role in bearing, aggregation and multiplication, bringing us more new formats and new models, making many dreams of smart industry, smart city, smart life and so on into reality one by one.