Since Huawei's chips have been banned by the United States, Huawei's 5G commercial orders seem to have not been updated for a long time, everyone is more focused on Huawei mobile phones and computer digital products, etc., foreign countries rarely report that Huawei has obtained orders from operators in a certain country.
According to the latest statistical report, Norwegian telecom equipment giant Nokia has now received 214 5G commercial orders, of which more than 70 have completed delivery, Sweden's telecommunications equipment vendor Ericsson currently holds 172 5G commercial orders, but the current Huawei is still stuck in 91, and from the situation of these 91 orders, the amount is relatively small, the scale of customers is not large, plus Huawei's 5G base station chips are basically exhausted, it is certain that at least this one or two years, I am afraid that Huawei's operator business will not be able to change dramatically.
According to the global 5G patent report released by the China Academy of Information and Communications Technology in April, the top 10 companies in the world's 5G patents have obtained 70% of the number of effective patents in the world, of which the first is Huawei, which has about 6400 patents, Qualcomm is about 4500, and Samsung is about 4200, ranking in the top 3 in the world.
However, for the traditional 5G networking business model, the biggest competitor Huawei has encountered at present is OPEN-RAN, and the rise of this networking model will likely subvert Huawei's 5G service, because it uses virtual networking and white boxes, avoids a large number of patents, and is not in the framework of 3GPP. This also forms the advantage of OPEN-RAN, the price of the entire networking is reduced by more than 30% compared with the traditional model, and if the industrial chain is mature, it may be reduced by 50%.
And this model also has the advantage that it can avoid paying a large number of patent fees to traditional telecom equipment manufacturers, in other words, Huawei, Qualcomm, Samsung and other companies are no longer able to collect a large number of patent fees as in the past. Of course, operators can also significantly reduce the cost of networking, and the cost of users using 5G will be greatly reduced.
However, OPEN-RAN also has huge defects, the entire industry chain is not mature, the relevant protocols have not been completely opened, in a relatively chaotic state, the real networking and maintenance costs are not much lower than the cost of traditional 5G networking, and the signal of OPEN-RAN is not as good as the 5G base station model.
However, recently, OPEN-RAN has two big news, causing shock in the telecom industry, and many people have also turned their attention to Huawei 5G and rethinked the future telecom networking market.
First of all, the RecentLY BRITISH SIDE HAS BEEN VERY ACTIVE IN OPEN-RAN, AND HAS PASSED PARLIAMENTARY LEGISLATION TO ESTABLISH RELEVANT INDUSTRY ACCESS GUIDELINES TO ENCOURAGE DIFFERENT VENDORS TO PARTICIPATE IN THE SUPPLY AND INNOVATION OF OPEN-RAN, thereby establishing its own local dominance in the UK, and then realizing that after 8 years, 35% of the country's network traffic is provided by the OPEN-RAN networking model.
Almost at the same time, the United States also came the news, in the past the United States in the 1G ~ 4G in the world to establish a dominant, but after entering the 5G era, China's Huawei's unique flourishing, so the United States can not adapt, so the United States has also become a major global force actively promoting OPEN-RAN.
Recently, South Korea's Samsung company and the Us operator Dish Network signed a 5G network order, is to use the OPEN-RAN networking model to help DISH establish a 5G network covering the United States, and Samsung has made a bold statement that it will be able to cover 20% of the population of the United States in June this year and directly cover 70% of the population of the United States next year. And Samsung has previously signed up for the OPEN-RAN networking of British operator Virgin Media O2 and American operator Verizon Wireless.
Samsung is in the third place in the world in terms of 5G patents, but in terms of 5G commercial orders, the global share has been relatively low, and it is not Samsung's long-term, but the emergence of OPEN-RAN has allowed Samsung to see the opportunity, through the early entry into this field, Samsung to build its own influence, tearing a crack from the global trillion networking market share.
On the other hand, Huawei, the entire Chinese telecom market, the current OPEN-RAN networking related industries are also brewing, in addition to Huawei, the rest of the telecom manufacturers and even telecom operators in China have joined the OPEN-RAN alliance, which shows how stubborn Huawei is to the traditional 5G networking model, of course, there are huge interests behind this.
However, the east corner is lost, and the mulberry elm is harvested. Although on the one hand, it is facing a lack of cores, operator services are stagnant, on the other hand, the rise of OPEN-RAN may have a profound impact on the future of 5G operator services, but Huawei's countermeasure is to deepen the industry, combined with the synergy between 5G and the industry, and look for huge industrial opportunities.
First of all, we can see that the Euler system developed by Huawei is currently infiltrating into many industries, according to expectations, Euler's industry applications will increase by 2 million sets this year, by cutting into all walks of life, as the exclusive operating system of digital infrastructure, Euler will establish a strong competitiveness in the 5G application industry chain in the future.
On this basis, Huawei is cutting into the manufacturing, mining, steel, ports, medical and other industries through 5G + cloud + AI and other related technologies, according to the data, the 5G industry application commercial contracts signed by Huawei are now close to 4,000, and Huawei's goal is becoming clearer and clearer, that is, to promote the rapid replication of 5G2B, and finally copy the business to thousands of industries.