5g China moment

Although the issuance time of 5g license in China is later than that in the United States and South Korea, the advance layout of Chinese enterprises in network and terminal technology may enable China's 5g industry to quickly gain advantages and catch up.

'In the 5g field, China is repeating the story of the United States in 4G.' In a report at the end of this month, the defense innovation Commission of the United States mentioned with anxiety that countries leading 5g will have many innovations and set standards for the rest of the world. Unfortunately, the United States does not have such a leading edge.

This committee is full of talents, including Schmidt, the former chairman of Google's board of directors, Isaacson, the biographer of jobs, and the partners of LinkedIn and other business and academic elites. As we all know, 5g, the fifth generation communication technology, is one of the most important underlying technologies to open the era of Internet of things in the future, with its remarkable characteristics of high speed, low delay and greater user connection ability.

In the 4G cycle of the communications industry that began in 2010, the rapid deployment of 4G networks in the United States helped Qualcomm, apple and other companies stabilize their positions in the communications market, while also boosting the emergence of Internet innovations such as Uber and airbnb.

American elites believe that China is likely to repeat this path - the rapid deployment of 5g networks, the first mover advantage of Chinese mobile phone companies such as Huawei and ov, and the launch of 5g applications by Internet companies such as Tencent and Alibaba. As a result, some of their concerns have become irreversible trends and facts.

1、 '5g tsunami'

Morenkov, CEO of Qualcomm, the world's mobile chip giant, believes that in the 4G era, because the launch pace of Chinese operators lags behind that of U.S. operators, the pace of some mobile Internet innovations is also relatively slower than that of the United States. Perhaps it is learned from the backward 4G process that Chinese operators are very fast in 5g investment this time.

During the recent MWC meeting in Shanghai, China Mobile announced that it would deploy 5g networks in more than 50 cities in China by the end of 2019, and nearly 100000 NSA 5g base stations would be deployed in 2019 alone. At the same time, Chinatelecom also announced that it would complete 5g commercial deployment in 40 cities by the end of the year. Previously, China Unicom also announced the same 5g city goal.

This means that China's major cities will basically complete 5g commercial deployment in 2019, and China will become the world's largest 5g commercial network.

Public information shows that even now, at least 16 provinces, autonomous regions and cities in China can get through 5g calls.

Deloitte, a well-known consulting company, said: 'China and other countries may be setting off a 5g 'tsunami'.' In the previously released report, Deloitte used detailed data to compare the current situation of the 5g game between China and the United States - China has spent $24billion more on 5g than the United States since 2015, and 350000 base stations supporting 5g communication have been built, while less than 30000 5g base stations have been built in the United States in the same period.

Purely in terms of the number of base stations, the scale of 5g base stations in China is 10 times that of the United States. At present, China has actually built the world's largest NSA 5g network.

——In the report of the defense innovation Commission of the United States, this fact made that group of American elites bitterly cry out that it was unacceptable.

The communication industry association GSMA predicts that by 2025, the 5g investment of Chinese communication operators will exceed 1trillion yuan, reaching 184billion US dollars, and nearly one third of their businesses will be applied to 5g networks, accounting for one third of the global 5g networks.

The leading is not just the scale of network base stations. Ulrich, vice chairman of JPMorgan Chase Asia Pacific, said that the popularity of 5g and AI technology, coupled with China's large population, will make China the best stage for the testing and commercial application of new products and services.

With the rapid popularization of 5g network, China Mobile announced to invest more than 3 billion yuan to support the construction of 5g ecosystem. In a recent earthquake relief process in Sichuan, China Mobile and a hospital in Sichuan jointly began to implement 5g telemedicine services. Medical teams thousands of miles away can accurately help the injured victims, consult and treat them. Latin American news agency commented in this news report that when European and American operators were still quarreling about their 5g frequency spectrum and just started 5g network deployment, China had already applied 5g to daily life.

2、 5g Mobile China Group

Only with the basic network of operators, it is difficult for users to actually feel the real difference of 5g. As the closest link to users in the 5g era, the importance of terminals is self-evident.

In this regard, China also has great advantages. Many Chinese manufacturers, represented by Huawei and ov, actually began to carry out layout and research and development in related fields very early.

This year's world mobile communication conference (mwc2019) is the best proof.

At this conference, ZTE brought the mystery axon 10 pro, Huawei showed the world's first 5g folding screen mobile phone mate x, and Yijia also showed its first 5g prototype on site. Vivo launched 5g iqoo and showed many innovative technologies based on 5g, such as 120W ultra fast flash charging to solve the pain point of mobile phone endurance in the 5g era, AR glasses, an important means of intelligent interaction, and so on.

An increasingly obvious trend is that we feel that in the upcoming era of Internet of everything, mobile phones will exist as a connection center.

In short, it shows us the possibility that 5g may not be as simple as 5g devices for the mobile phone industry. For example, Huawei released a 5g communication hardware mh5000 specially designed for the automotive industry in April. We can see that Chinese terminal manufacturers are still promoting the application of some segmented industries.

One phenomenon is that at present, only a few 5g mobile phones such as Samsung and LG are available in the markets of the United States, South Korea, Australia and other countries, and the price is high. However, in the future, other domestic manufacturers will launch 5g versions of mobile phones, such as Huawei and iqoo in July and August. At that time, we can observe and compare the prices.

This time, in terms of 5g layout, China's advantages can be said to be all-round. In addition to network coverage and mobile terminals, China also has a very strong strength in the reserves of technology patents such as chips.

According to the 43rd statistical report on the development of China's Internet, as of March 2018, China has submitted 32% of the world's 5g international standard manuscripts, accounting for 40% of the leading standardization projects, and the promotion speed and quality are in the forefront of the world.

At the chip level, this time, domestic companies such as Huawei and MediaTek have also launched 5g chips. In terms of voice, Qualcomm has felt great pressure. In this regard, a more interesting piece in the market is that 'for more than three years, MediaTek has finally stopped being silent'.

3、 Domestic and foreign comparison

Previously, Korean operators grabbed the title of 'the first 5g commercial country' with a network coverage of about 10%. But the public opinion feedback is very bad. Netizens commented that 'there is often no signal, and it needs to be restarted to solve it'. This actually reflects the problems of network coverage and user experience;

On the other hand, 5g network charges in South Korea are also very expensive: South Korea's three major telecom operators, Korea Telecom Corporation, SK Telecom Corporation and LG u+ have provided 5g packages in different gears this time, with monthly charges ranging from 55000 won (about 325 yuan) to 130000 won (about 769 yuan).

Another example comes from Verizon, the largest wireless operator in the United States. At the beginning of October, Verizon officially launched 5g commercial services in Los Angeles, Sacramento, Indianapolis and Houston, which is also the first 5g commercial network officially launched in the world. But the effect is not very good.

A Verizon spokesman admitted earlier this year that their initial deployment was indeed small. Jessica dolcourt, a CNET reporter, also felt 'frustrating' when she tested the Motorola moto Z3 mobile phone with 5g moto mod when she went to Chicago in April. 'I wish I could say that using Verizon 5g is an exciting experience, and the download speed is beyond my imagination,' she said. 'Unfortunately, after a long day, I can only find it confusing. It's absolutely crazy.'

Although Verizon promises that those 5g users who take the lead in getting the first taste can get three months of YouTube TV services, as well as free Apple TV and Google player chrome cast services. But these do not touch the essence: let users experience the real 5g scenario application.

For the most anticipated telemedicine, education, autonomous driving and other IOT (Internet of things) smart home applications in the 5g industry, they may still rely on 5g mobile phones. This may be the biggest enlightenment that Verizon brings to us.

At home, China's major mobile phone manufacturers have realized this for a long time. In view of the great efforts of Huawei OV and other companies in 5g, Qualcomm CEO morenkov said, 'when the 4G conversion began, you didn't see this situation. Now these manufacturers are ambitious.'

It can be said that compared with foreign countries, China's biggest advantage lies in its systematicness. From basic coverage to terminals, and then to some killer applications. And from operators to equipment manufacturers to application companies, everyone is in a state of mutual support and interlocking.

For example, in the European Union, mobile operators are unwilling to invest due to business downturn, the discussion on spectrum allocation is protracted, and the rules of 28 member states are inconsistent. All these reasons have led to their backwardness in this 5g competition.

But in China, operators are willing to give terminal subsidies: China Mobile has said that it will purchase 10000 terminals in 2019 and invest 100-200 million yuan in terminal subsidies. China Unicom hopes to achieve large-scale listing of 5g commercial terminals by the fourth quarter of 2019.

Domestic operators' subsidies for terminals also exist in the 4G era—— That's how the early China cool Association came into being—— This is a very localized, very mature, and has been verified, mature scheme.

In addition, China's huge demographic dividend is also worth mentioning. Based on this demographic dividend, our takeout industry and taxi industry came into being. So now we see that in the era of mobile Internet, all kinds of apps are blooming, and even the domestic first business model, including bike sharing, has emerged. These changes are not surprising.

Now, you can look forward to it a little if the 5g era comes. What tricks can Chinese people play?