We know that in May 2019, Lao Mei suddenly put Huawei on the so-called "entity list" and imposed sanctions on Huawei on a global scale, a typical technology hegemony, but the industry clearly knows that this is suppressing Huawei's leadership in 5G technology.
LaoMei's attorney general Barr previously said that 5G is the next technological era that Laomei has not led in nearly a hundred years.
And some time ago, the former British minister of commerce said that their ban on Huawei 5G has nothing to do with national security, and it is pressure from the United States.
Not only that, but the old United States has also actively organized the so-called Open Ran Alliance to counter Huawei.
Due to the influence of the "entity list", Lao Mei also banned its technology companies from cooperating with Huawei, but then there was an exception, that is, in terms of 5G patented technology, it gave the green light.
So now that 3 years have passed, how is Huawei's 5G now?
First of all, from 2019 onwards, Huawei's 5G can be described as a high song, for example, it has won a number of international awards.
In 2019, Huawei X-Haul won the annual 5G Carrier Industry Leadership Award, leading the global 5G commercialization.
Won the Best 5G Core Network Technology Award at the 5G Asia Summit
Awarded the GlobalData "5G RAN Leader" laurel, Huawei's 5G has been the global leader for three consecutive years since 2019, ranking first in the world with full scores in the four evaluation dimensions of RF combination, baseband capability, deployment flexibility, and technology evolution.
Such a result is unimaginable, but what we did not expect is that Ren Zhengfei's words have been verified so quickly.
Before Ren Zhengfei said that in terms of 5G, Huawei is two to three years ahead of other competitors, and now it seems that 3 years have passed, Huawei is still the leader of 5G, Ren Zhengfei's words are not false, but this is only part of the verification.
Another part is that Ren Zhengfei also said that 5G is only a pediatric, artificial intelligence is a big industry, and Lao Mei rejected Huawei because it does not use the most advanced 5G technology, it has no super connection, and Lao Mei will probably be a backward country in the future.
Now that this sentence has also been verified, such a result is even more unexpected, I did not expect Ren Zhengfei to say so accurately, I did not expect to be verified so quickly.
Just recently, Schmidt, the former famous CEO of Google, suddenly published an article in the "Wall Street Journal" angrily, in which Schmidt can be described as ruthless, bluntly saying that Lao Mei has almost completely lagged behind China in 5G.
Obviously, through our sharing above, everyone has seen more clearly that Huawei is still the leader.
But not only that, Schmidt also pointed out that China's 5G base stations have more than 1 million stations, while Laomei only has 100,000 stations.
Obviously, this is more than an order of magnitude difference.
More seriously, Schmidt pointed out that laomei's fiber optic resources are not abundant, which makes it more difficult for operators to deploy small stations.
In fact, some time ago, a latest report by the British data crowdsourcing company OpenSignal showed that the global construction of 5G networks, the current 5G network speed in the United States is the slowest, the first to last.
Schmidt also noticed this, according to the article's data, China's 5G speed is 5 to 6 times that of Laomei.
5G as an infrastructure, which carries the vigorous development of other technology industries, and to help the economy take off again, this point, Ren Zhengfei has been expressed in an interview with the French reporter before, and now, Schmidt has confirmed.
Schmidt said that it is precisely because of Laomei's sad performance in 5G that its strategically important technologies such as artificial intelligence cannot keep up with China's pace.
Not only that, but Schmidt even warned that the lack of low-latency 5G could also have a knock-on effect on the development and deployment of new services and applications such as self-driving cars, VR and meta-universes.
However, one of Schmidt's predictions caught our attention, saying that by 2030, our semiconductor production will exceed that of Laomei.
In fact, this is still an allusion to artificial intelligence, in short, artificial intelligence technology will greatly improve the production efficiency of the industry, while significantly reducing costs.
Let's start with a living example.
ASML as a lithography machine giant, Presumably everyone has some understanding, ASML lithography machine, there is a very key accessory, it is the optical lens.
This optical lens comes from Zeiss in Germany, zeiss is indeed an old optical lens manufacturer, but in the early years of ASML's establishment, the ZEISS lenses it relied on were hand-polished by craftsmen, who were known as "gold fingers".
With the continuous upgrading of the lithography machine, not only the need for lenses to double, but also the quality requirements have doubled, at this time, the ability of "Goldfinger" has not been able to meet the market demand, quality and quantity are the same.
It was at this time that ZEISS began to reform, so that the production of lenses entered the era of automation, completely getting rid of the dependence on "goldfinger", in other words, if ZEISS did not automate the production line in a timely and smooth manner, then ASML would be difficult to develop into its current achievements.
Well, in the past, industrial production was upgraded from "manual" to "automatic", and now, it is upgraded from "automatic" to "intelligent", and the factory is upgraded from an automated factory to a smart factory.
In fact, semiconductor giant Samsung officially established a DIT center in 2020, the purpose is to intelligently upgrade Samsung's semiconductor manufacturing plants, the use of artificial intelligence technology to improve production efficiency, Samsung has established artificial intelligence research centers in 5 countries.
In 2021, Ai Xiaoping, director of Huawei's semiconductor electronics industry solutions, said that Huawei and IKAS have cooperated to create an intelligent quality inspection monitoring program for wafer production, which can make the wafer recall rate higher than 95%, the accuracy rate exceeds 99%, and the labor cost is reduced by 40%.
Therefore, through the above related introduction, we have seen that 5G has begun to move towards real practical applications and has begun to become the cornerstone of real scientific and technological development, if the cornerstone of 5G is not strong enough, then it will affect the development of other industries.
Moreover, we now have specific figures as a support, before Deloitte released a research report showing that the global artificial intelligence market in 2020 is 650 billion yuan, and according to the data released by the Chinese Academy of Information and Communications Technology, the size of the Chinese market has reached about 310 billion yuan.
Previously, Kai-Fu Lee has said that China's artificial intelligence market has surpassed that of the United States.
PwC expects China to reap the biggest benefits from AI over the next decade.
Obviously, the role of 5G is becoming more and more obvious, but Huawei's 5G is getting stronger and stronger, and the impact on the development of other technologies is also increasing, such a result may not be expected by many people, but Ren Zhengfei has long foreseen.