In this report, IHS argues that 5G commerce still faces many challenges, including complex network architecture, limited available terminals and high investment costs. At the same time, a large number of 5G innovative technologies, such as large-scale MIMO, network slicing, multiple access edge computing (MEC), also enable operators to provide better services to customers at lower costs. IHS analysis points out that China will occupy a major position in the 5G construction, and ZTE,HUAWEIAnd other Chinese manufacturers will maintain a leading position in the major technical fields of 5G.
China 5GSpeeding up Construction and Influencing Radiation Global Market
According to IHS statistics, as of June 30, 2019, 33 operators in 20 countries have launched 5G commercial networks and services, which is more than twice the number of commercial networks in the first quarter of 2019. Among them, the fastest one is South Korea. In early April 2019, SK Telecom, KT andLGUplus launched 5G commercial network and the first enhanced mobile broadband service with government support. Although the United States claims to have launched 5G commercial in the fourth quarter of 2018, its business is small and its official scale is very close to that of South Korea. In the first week of April 2019, AT
It is worth noting that China's commercial progress in 5G is also very fast. For the first time, China has become one of the earliest countries to adopt the latest generation of mobile communication technology. The support from the Chinese government has played a very important role. China issued 5G licenses to three telecom operators and one radio and television operator in early June 2019, and then began large-scale deployment of 5G networks. It is expected that the deployment scale in 2019 will be in the million level. Therefore, China's 5G construction may not be the earliest in time, but in view of the huge volume of the Chinese market, it is expected to soon become the largest regional market of 5G commercial scale.
IHS estimates that from 2020, China will deploy hundreds of thousands or even millions of new base stations each year, making the size of 5G base stations in China the same as in the era of 4G, accounting for more than half of the global total. At the same time, Chinese operators are actively exploring 5G industry applications with telecommunications manufacturers. This will give China an advantage in 5G technology, equipment and innovative solutions, have a huge radiation impact on the Asia-Pacific market, and have an important impact on Europe and other regions.
Coping with 5Gchallenges and opportunitiesChina's industrial chain is well prepared
IHS pointed out in its report that as countries around the world accelerate the progress of 5G deployment and all parties compete for dominance, some key elements, such as technical standards, network equipment, user equipment and spectrum allocation, will become the focus of competition among all parties, and will greatly affect the success of 5G deployment. According to the report, 5G has brought many challenges to operators, such as the need to build a new network architecture, high investment costs, business applications and so on. In this regard, Chinese manufacturers in all fields are undoubtedly ready.
From a technical point of view, IHS believes that 5G's technological innovation in Massive MIMO will also benefit operators and their customers. MassiveMIMO (MIMO) first appeared in 2008, which can effectively improve channel throughput and spectral efficiency. At present, it is an important part of 5G multi-enhancement characteristics.
MassiveMIMO is critical to the user experience of 5G networks. More than 90% of 5G base stations in the future will be based on MassiveMIMO technologies, including SDMA, beamforming, dynamic resource allocation and interference cancellation. Since ZTE has taken the lead in adopting large-scale MIMO technology in the 4G era, IHS reports that ZTE, Huawei and other Chinese manufacturers will keep ahead in this technology.
At the same time, with the introduction of 5G and the long-term coexistence of 2G/3G/4G, operators are facing the challenges of diversified network architecture and rising costs. In the initial stage of 5G network construction, hot spot coverage is the focus of 5G network construction. Therefore, the existing 4G Evolutionary Packet Core Network (EPC) needs to cooperate with the upcoming 5G Core Network (5GC) to support 2G/3G/4G/5G services. In the mature period of 5G network, 4G and 5G will coexist for a long time. EPC devices will gradually withdraw from the network, and the integrated 5GC will support multiple access modes. All these developments require 5G convergence core network. IHS pointed out that ZTE 5G convergence core network continued to innovate, leading the industry in the ability to deploy and implement end-to-end network slicing.
In terms of 5G terminals, according to IHS statistics, there were 78 types of 5G intelligence in the first half of 2019.Mobile phoneWhen it is put into commercial use, more models will appear in the second half of the year. With the average price of 5G terminals falling, IHS expects to ship more than 100 million 5G smartphones by 2020.
After issuing 5G licenses on June 6 this year, the Ministry of Industry and Information Technology of China, ZTE, Huawei, andVivoAnd other manufacturers soon launched their own 5G terminal products. At present, only one of the six 5G mobile phones launched in China comes fromSamsungThe remaining five brands are all Chinese brands, initially forming a first-mover advantage. IHS believes that compared with foreign brands, Chinese mobile phone brands have obvious advantages in terms of time, type and quantity of listing, technological innovation and so on. Therefore, Chinese mobile phone brands have already stood in the "first echelon".
IHS believes that with the strong support of the Chinese government, Chinese operators are rapidly evolving to 5G, which will become an important driving force for global 5G ecological construction, technological innovation and 5G commerce in the future.
5GTechnology, Chinese Manufacturers Lead
In the report, IHS highly affirmed the 5G strength of Chinese manufacturers, which is the best portrayal of the rise of China's telecommunications industry in the 5G era. The report points out that Huawei's 5G wireless base station shipments are in the leading position. In cooperation with Deutsche Telecom, Huawei launched the first network slice based on shared RAN, core network and transmission network. ZTE, as an end-to-end supplier of 5G products and solutions, is also in the leading position in commercial deployment and cooperation, new technology and product development.
Huawei has signed 50 5G contracts, IHS said in the report. Huawei has 5 gigabytes of commercial networks in Europe, the Middle East and Asia, and a number of experiments have shown its 5G capabilities. According to ZTE, the company has extensive partnerships with European operators such as Telef ó nica,Orange,Wind Tre, Austrian Hutchison Drei and has also participated in a large number of 5G construction projects in China, winning 60 partners and more than 25 commercial contracts.
In the 5G technology field, ZTE is the leader and pioneer of MassiveMIMO technology, leading innovation in RAN and Fusion Core Network, supporting both NSA/SA architecture and hybrid cloud deployment. ZTE is also a leading manufacturer of transmission equipment. Flexhaul, its 5G bearing scheme, has been highly evaluated by IHS. ZTE considers that the system supports many functions such as ultra-large bandwidth, ultra-low latency, ubiquitous connection, high-precision synchronization and network slicing, so that operators can flexibly configure 5G networks and services. In only one area of network slicing, ZTE has deployed 26 projects in January 2019, many of which have entered the feature testing phase. ZTE 5G Slice Mall Solution won the "Best Contribution to Network Slice" award on 5G World, which IHS believes fully demonstrates ZTE's innovative ability and leading level in 5G field. At present, this slice mall solution is widely used in 5G industry application testing.
In addition, IHS has highly evaluated Huawei, ZTE's 5G terminals, chips and other products. As one of the leading terminal manufacturers, Huawei has launched a number of 5G CPEs and mobile phones, according to the report. At the same time, ZTE has developed 5G smartphones.RouterEthernet boxes and modules all meet the needs of 5G applications in specific industries, and ZTE's 5G baseband and radio processing chipsets also have high performance. The RAN products developed on this basis have very high capacity and throughput. For example, Huawei's BBU 5900 and ZTE's BBU V9200 are the leading BBUs in the industry.
As can be seen from the IHS report, the business progress of 5G in the world in 2019 is very rapid, and it is expected to start at a faster speed and on a larger scale in 2020. Because of China's early action, huge size, and the active exploration of technology, equipment and business innovation by leading manufacturers such as ZTE and Huawei, IHS is expected to greatly affect the choice of markets in Asia-Pacific and Europe. This is good news for China's 5G industry, but also for China to continue to lead the global 5G development direction laid a good foundation.