Mongoli: Ulink Media
5G e kile ea lateloa ke indasteri e tsoileng matsoho, 'me maemo ohle a bophelo a ne a e-na le litebello tse phahameng haholo bakeng sa eona. Matsatsing ana, 5G e kene butle-butle nakong ea tsoelo-pele e tsitsitseng, 'me boikutlo ba motho e mong le e mong bo khutletse "ho khutsitse". Leha ho na le molumo o ntseng o fokotseha oa mantsoe indastering le motsoako oa litaba tse monate le tse mpe ka 5G, AIoT Research Institute e ntse e ela hloko nts'etsopele ea morao-rao ea 5G, mme e thehile "Cellular IoT Series ea 5G Market Tracking and Research Report (2023). Khatiso)" molemong ona. Mona, tse ling tsa litaba tsa tlaleho li tla ntšoa ho bontša tsoelo-pele ea sebele ea 5G eMBB, 5G RedCap le 5G NB-IoT e nang le lintlha tsa sepheo.
5G eMBB
Ho ea ka pono ea 5G eMBB ho tsamaisoa ha module terminal, hona joale, 'marakeng o se nang lisele, thepa ea 5G eMBB modules e batla e le nyenyane ha e bapisoa le litebello. Ho nka kakaretso ea thomello ea li-module tsa 5G eMBB ka 2022 e le mohlala, palo ea thomello e limilione tse 10 lefatšeng ka bophara, eo 20% -30% ea palo ea thepa e tsoang 'marakeng oa China. 2023 e tla bona kholo, 'me palo eohle ea thomello ea lefats'e ea li-module tsa 5G eMBB e lebelletsoe ho fihla ho 1,300w. Ka mor'a 2023, ka lebaka la theknoloji e tsoetseng pele haholoanyane le ho hlahloba ka botlalo 'maraka oa likopo, hammoho le motheo o monyenyane oa nako e fetileng, e ka boloka sekhahla se phahameng sa kholo. , kapa e tla boloka sekhahla se phahameng sa kholo. Ho latela ponelopele ea Setsi sa Lipatlisiso sa AIoT StarMap, sekhahla sa kholo se tla fihla ho 60% -75% lilemong tse 'maloa tse tlang.
Ho latela pono ea thomello ea module ea 5G eMBB, bakeng sa mmaraka oa lefats'e, karolo e kholo ka ho fetisisa ea thomello ea kopo ea IoT e 'marakeng oa kopo ea FWA, e kenyelletsang mefuta e fapaneng ea liforomo tse kang CPE, MiFi, IDU/ODU, joalo-joalo. ka 'maraka oa lisebelisoa tsa eMBB, moo mefuta ea li-terminal e leng haholo-holo VR / XR, li-terminals tse nang le likoloi, joalo-joalo, ebe 'maraka oa liindasteri oa liindasteri, moo mefuta e meholo ea li-terminal e leng heke ea indasteri, karete ea mosebetsi, joalo-joalo. 'maraka oa li-automation, moo liforomo tsa mantlha tsa li-terminal e leng liheke tsa indasteri le likarete tsa indasteri. Seteishene se tloaelehileng ka ho fetesisa ke CPE, se nang le thepa e ka bang limilione tse 6 ka 2022, mme palo ea thomello e lebelletsoe ho fihla ho likotoana tse limilione tse 8 ka 2023.
Bakeng sa 'maraka oa malapeng, sebaka se seholo sa ho romela thepa ea 5G terminal module ke maraka a likoloi,' me ke baetsi ba likoloi ba seng bakae feela (ba kang BYD) ba sebelisang 5G eMBB module, ha e le hantle, ho na le baetsi ba likoloi ba bang ba lekang le bahlahisi ba module. Ho lebelletsoe hore thepa ea lapeng e tla fihla likotoana tse limilione tse 1 ka 2023.
5G RedCap
Ho tloha ka serame sa mofuta oa R17 oa maemo, indasteri e ntse e khothaletsa khoebo ea 5G RedCap ho latela maemo. Kajeno, khoebo ea 5G RedCap e bonahala e tsoela pele ka potlako ho feta kamoo ho neng ho lebelletsoe.
Karolong ea pele ea 2023, theknoloji ea 5G RedCap le lihlahisoa li tla hōla butle-butle. Ho fihlela joale, barekisi ba bang ba hlahisitse lihlahisoa tsa bona tsa 5G RedCap tsa moloko oa pele bakeng sa tlhahlobo, 'me ho lebeletsoe hore halofo ea pele ea 2024, li-chips tse ling tsa 5G RedCap, li-module le li-terminals li tla kena' marakeng, tse tla bula maemo a mang a kopo. , 'me ka 2025, kopo e kholo e tla qala ho phethahala.
Hona joale, baetsi ba li-chip, baetsi ba li-module, basebetsi le likhoebo tse qetellang ba entse boiteko ba ho khothalletsa butle-butle 5G RedCap tlhahlobo ea ho qetela ho ea qetellong, ho netefatsa theknoloji le tlhahiso ea lihlahisoa le tharollo.
Mabapi le litšenyehelo tsa 5G RedCap modules, ho ntse ho e-na le lekhalo le itseng pakeng tsa litšenyehelo tsa pele tsa 5G RedCap le Cat.4. Le hoja 5G RedCap e ka boloka 50% -60% ea litšenyehelo tsa li-module tsa 5G eMBB tse teng ka ho fokotsa tšebeliso ea lisebelisoa tse ngata ka ho lokisoa, e ntse e tla bitsa chelete e fetang $ 100 kapa esita le hoo e ka bang $ 200. Leha ho le joalo, ka nts'etsopele ea indasteri, litšenyehelo tsa 5G RedCap modules li tla tsoela pele ho theoha ho fihlela li bapisoa le litšenyehelo tsa morao-rao tsa Cat.4 module ea $ 50-80.
5G NB-IoT
Ka mor'a phatlalatso e phahameng le tsoelo-pele e potlakileng ea 5G NB-IoT qalong, nts'etsopele ea 5G NB-IoT lilemong tse 'maloa tse latelang e bolokile boemo bo batlang bo tsitsitse, ho sa tsotellehe pono ea molumo oa thepa ea module kapa. sebaka sa thomello. Mabapi le palo ea thepa ea thepa, 5G NB-IoT e lula ka holimo le ka tlase ho boemo ba limilione tse 10, joalokaha ho bontšitsoe setšoantšong se latelang.
Mabapi le libaka tsa thomello, 5G NB-IoT ha e so hlohlelletse ho phatloha libakeng tse ling tsa kopo, 'me libaka tsa eona tsa ts'ebeliso li ntse li tsepamisitse maikutlo haholo libakeng tse' maloa tse kang limithara tse bohlale, makenete a mamati a bohlale, li-sensor tse bohlale tsa mosi, lialamo tsa khase, joalo-joalo. Ka 2022, thomello e kholo ea 5G NB-IoT e tla ba ka tsela e latelang:
Ho khothaletsa nts'etsopele ea li-terminals tsa 5G ho tloha mahlakoreng a mangata le ho tsoela pele ho ntlafatsa palo le mofuta oa li-terminals.
Ho tloha khoebong ea 5G, mmuso o khothalelitse likhoebo tsa ketane ea 5G ka mafolofolo ho potlakisa tlhahlobo ea sefofane ea maemo a ts'ebeliso ea indasteri ea 5G, mme 5G e bonts'itse boemo ba "mabala a mangata" 'marakeng oa kopo ea indasteri, ka maemo a fapaneng a ho lulisa. Inthanete ea indasteri, ho khanna ka boithaopo, telemedicine le libaka tse ling tsa niche. Ka mor'a hoo e batlang e le lilemo tse 'maloa tsa ho hlahloba, likopo tsa indasteri ea 5G li ntse li hlaka le ho hlaka, ho tloha ho lipatlisiso tsa sefofane ho ea sethaleng se potlakileng sa ts'ebetso, ka ho ata ha likopo tsa indasteri. Hona joale, indasteri e khothalletsa ka mafolofolo nts'etsopele ea li-terminals tsa indasteri ea 5G ho tloha mahlakoreng a mangata.
Ho ea ka pono ea li-terminals tsa indasteri feela, ha khoebo ea li-terminals tsa indasteri ea 5G e ntse e eketseha butle-butle, baetsi ba thepa ea thepa ea malapeng le ba tsoang linaheng tse ling ba se ba loketse ho tsamaea, 'me ba ntse ba tsoela pele ho eketsa matsete a R & D ho li-terminals tsa indasteri ea 5G, kahoo palo le mefuta ea indasteri ea 5G. li-terminals li ntse li tsoela pele ho ntlafatsoa. Ha e le 'maraka oa lefats'e oa 5G, ho tloha Q2 2023, barekisi ba 448 lefatšeng ka bophara ba lokolotse mefuta ea 2,662 ea li-terminals tsa 5G (ho kenyeletsoa tse fumanehang le tse tlang),' me ho na le mefuta e ka bang 30 ea mefuta ea li-terminal, tseo li-terminals tsa 5G tse sa sebeliseng letsoho. e etsa karolo ea 50.7%. Ntle le mehala ea cellular, ecosystem ea 5G CPEs, 5G modules le menyako ea indasteri e ntse e hola, 'me karolo ea mofuta o mong le o mong oa terminal ea 5G e kaholimo.
Ha e le maraka a marang-rang a 5G, ho tloha Q2 2023, kakaretso ea mefuta ea 1,274 ea li-terminals tsa 5G tse tsoang ho barekisi ba 278 ba Chaena ba fumane tumello ea ho fumana marang-rang ho tloha MIIT. ho feta halofo ea kakaretso e ka bang 62,8%. Ntle le mehala ea thelefono, tikoloho ea li-module tsa 5G, li-terminals tse kentsoeng likoloing, li-CPE tsa 5G, lirekoto tsa molao, li-PC tsa li-tablet le li-gateway tsa indasteri li ntse li hola, 'me boholo ba kakaretso bo nyane, bo hlahisa litšobotsi tsa mefuta e mengata empa tekanyo e nyane haholo ea kopo. . Karolo ea mefuta e fapaneng ea mefuta ea li-terminal tsa 5G naheng ea China e tjena:
Ho phaella moo, ho ea ka ponelopele ea China Academy of Information and Communications Technology (AICT), ka 2025, kakaretso ea li-terminals tsa 5G e tla ba ho feta 3,200, eo kakaretso ea liteishene tsa indasteri e ka bang 2,000, ka nts'etsopele ea nako e le 'ngoe. ea "basic + customized", 'me likhokahano tse limilione tse leshome li ka phethahala. Mehleng ea "ntho e 'ngoe le e' ngoe e hokahane", eo 5G e ntseng e tebile kamehla, Inthanete ea Lintho (IoT), ho kenyelletsa le li-terminals, e na le sebaka sa 'maraka sa liranta tse fetang libilione tsa 10 tsa US, le sebaka sa' maraka se ka bang teng sa lisebelisoa tse bohlale tsa ho qetela, ho kenyelletsa le mefuta e fapaneng ea liteishene tsa indasteri, e phahame joalo ka lidolara tse libilione tsa 2 ~ 3 tsa Amerika.
Nako ea poso: Nov-16-2023