At the recently held Mobile World Congress 2024 (Shanghai), China Mobile once again mentioned that it will achieve 5G-A commercial deployment in 300 cities by the end of the year. In the A-share sector, a number of listed companies have seized the opportunity of 5G-A commercialization.
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More than 300 cities will start deployment within the year, and the commercialization of 5G-A will be promoted!
From June 26 to 28, 2024, Mobile World Congress (MWC Shanghai 2024) was successfully held, focusing on three key areas: "Beyond 5G", "AI Economy" and "Digital Intelligent Manufacturing".
China Mobile (600941. He Biao, general manager of SH), introduced at the conference that China Mobile will take the lead in launching 5G-A (5G-Advanced, enhanced 5G) construction in 2024, and will achieve 5G-A commercial deployment in 300 cities by the end of the year.
5G-A, also known as 5.5G, is a key stage in the evolution from 5G to 6G. Compared with 5G, 5G-A has significantly improved network capabilities, technical features, and application scenarios, and can more efficiently adapt to different application scenarios and service requirements.
In February this year, at the 2024 Mobile World Congress held in Barcelona, Spain, China Mobile announced that it will launch the world's largest 5G-A commercial deployment in more than 300 cities in 2024, continuously unleashing the potential of 5G and creating new value for 5G. At the conference, China Mobile also worked with global industry partners to release ten major 5G-A innovations, involving new intelligent and lightweight terminals, new integration of synaesthesia, new connection of space-ground integration, new immersive real-time experience, new business format of low-altitude coverage, new intelligent endogenous capabilities, new ecology of passive IoT, new benchmark for extreme performance, new endogenous services, and new architecture of synaesthesia computing intelligence.
It is reported that China Mobile's full coverage of 5G-A will be implemented in three phases, covering more than 300 cities by the end of 2024, entering the 5G-A scale development period in 2025, and striving to achieve full commercial use of 5G-A by the end of 2026.
On March 28, 2024, China Mobile launched the world's first 5G-A commercial deployment in Hangzhou, announcing the list of the first batch of 100 5G-A network commercial cities, and plans to expand to more than 300 cities across the country within the year, building the world's largest 5G-A commercial network.
On the other hand, on June 18, at the 104th meeting of the 3GPP RAN (Radio Access Network Project) held in Shanghai, the 3GPP Release 18 (hereinafter referred to as R18) standard was officially frozen. The standard lasted more than 3 years from project approval to freezing, and it is the first version of 5G-A. Han Juke, vice president of the China Communications Industry Association, said in an interview that after the R18 standard is frozen, all parties can carry out commercial development based on this unified standard and promote the development of related industrial chains.
A-share companies are actively deploying in the 5G-A field, and many companies have shown results
In the A-share market, a number of listed companies have business layouts in the 5G-A field, and many of the company's products have been applied in the 5.5G field.
China Telecom (601728. SH) actively innovates in key directions of 5G-A, carries out carrier aggregation deployment, and promotes innovative applications of cross-domain joint dispatching of time, frequency, and airspace resources, greatly improving user experience. Completed the multi-frequency, multi-carrier, and multi-vendor scale tests of the Red Cap live network, and built demonstration applications in multiple industries such as steel, petrochemical, and ports, and promoted large-scale commercial deployment. The company took the lead in completing the test and verification of 5G NR NTN based on real satellites, and carried out pilot technologies such as low-altitude communication, synaesthesia, and NTN, so as to accelerate the commercial maturity of 5G-A.
ZTE(000063. SZ) said in response to relevant questions on the interactive platform of the Shenzhen Stock Exchange that the company is a major contributor and participant in global 5G technology research and standard formulation, and is deeply involved in the formulation of 5G-A standards. In terms of technology, the company has made innovations and breakthroughs in core technologies such as chips, algorithms, and architectures, and the new generation of products has built a solid foundation for 5G-A capability enhancement and scenario expansion. In addition, the company has laid out six major 5G-A scenario technologies, and has released products to support multi-scenario technology verification. In terms of 5G-A scenario expansion, the company is the first in the industry to realize the integration of single AAU synaesthesia for the scenario of "global synaesthesia", and has completed the industry's first 5G-A integrated networking verification test, expanding from single-point technical verification to multi-station networking deployment to support low-altitude economy and Internet of Vehicles.
SIEMIC Mobile (688387. SH) has launched a high-performance integrated base station for self-generating and self-receiving synaesthesia, and created an integrated platform for 4.9G band synaesthesia integrated AAU, perception processing board, and intelligent fusion board. The company also worked with customers to complete the pilot of 5G-A synaesthesia integrated low-altitude flight application in Qingyuan, Guangdong.
SIEMIC Mobile has disclosed that the company has carried out a comprehensive layout for 5G-A industrialization, including uplink and downlink ultra-wideband three-carrier aggregation, broadband real-time interactive XR enhancement, new Internet of Things technology Red Cap enhancement, deterministic network, wireless AI technology, etc. Some of the company's 5.5G-related products have commercial capabilities, and the company will closely follow the 5.5G network construction needs of operator customers to help deploy 5.5G commercial networks.
Chuling Information (300250.HK) SZ) disclosed on the interactive platform of the Shenzhen Stock Exchange that the company's edge data sensing focuses on network and service perception capabilities on 5G-A, and currently has system research and development work in combination with operators for 5G-A perception, such as positioning based on 5G-A synaesthesia technology, research and planning of upper-layer applications related to intrusion detection, and providing services and related products for quality and perception analysis of 5G-A networks and services.
Kun Heng Shunwei(688283. SH) disclosed that at present, the company's R&D center has carried out relevant test and simulation technology research around the technical direction of 5G-A's space-ground integration and synaesthesia integration, and will continue to launch relevant test and simulation instruments and system solutions to provide customers with a laboratory simulation and verification environment.
Tongyu Communication(002792. SZ) specializes in the research and development, production and sales of communication antennas and RF devices. The company has accumulated relevant technologies in the field of 5G-A and 6G antennas, and 5G-A technology companies have applied it to a new generation of synaesthesia antennas.
Genew Technology(688418. SH) disclosed that the company presented a number of key technologies such as single-user 10G bps ultra-high bandwidth, 5G LAN &TSN, Red Cap, NTN satellite communication and IMS new call at the booth to unleash the power of 5G-A.
MeiG Intelligence(002881. SZ) disclosed that the company has launched a variety of 5G-A modules and solution products, and the increase in industry and market demand for 5G-A products will have a positive impact on the company's performance.
SUNSEA Intelligence(002313. SZ) 5G-A module product SIM8390 series can empower the low-altitude economy industry.
Electrical Technology Chip(600877. At present, 4G, 5G, 5.5G and other cellular communication platform products have achieved mass production, and the company continues to focus on the layout of the new generation of cellular communication applications, providing corresponding core chips and modules for them.
In addition, Shengyi Technology (600183. SH) is the core and main supplier of 5G-A network hardware PCB substrates; Shengyi Electronics(688183. SH) is currently cooperating with customers in the development of PCB products in 5G-A, 6G, satellite communication and other application fields, and is expected to achieve mass production in 2024.
Canqin Technology(688182. SH) can be applied to 5G-A/5.5G communication networks; Xintian Technology(300615. SZ) can be used in 5.5G communication products, and some products (such as multi-frequency and multi-channel filters) of Wuhan Fangu (002194.SZ) have 5.5G technology, and related products are also applied to customers' 5.5G systems at this stage.