The economic output driven by 5G will not only be in China, but will also trigger a new wave of technology and economic benefits on a global scale. According to data, by 2035, 5G will create economic benefits of US$12.3 trillion globally, which is equivalent to the current GDP of India. Therefore, in the face of such a lucrative cake, no country is willing to lag behind. The competition among countries such as China, the United States, Europe, Japan, and South Korea in the 5G field has also become fierce as commercial use approaches. On the one hand, Japan and South Korea are the first to start 5G commercialization, trying to take a step ahead in the application field; on the other hand, the competition between China and the United States triggered by 5G is gradually becoming transparent and open. Global competition is also spreading across the entire 5G industry chain, including core patents and 5G chips.
5G is the fifth generation of mobile communication technology, with fiber-like access rate, "zero" delay user experience, connection capability of hundreds of billions of devices, ultra-high traffic density, ultra-high connection density and ultra-high mobility, etc. Compared with 4G, 5G achieves a leap from qualitative change to quantitative change, opening up a new era of extensive interconnection of all things and deep human-computer interaction, becoming a new round of technological revolution.
According to the characteristics of different scenarios, the 5G era defines the following three application scenarios:
1、eMBB (enhanced mobile broadband): high speed, peak speed 10Gbps, the core is the scene that consumes a lot of traffic, such as AR/VR/8K\3D ultra-high-definition movies, VR content, cloud interaction, etc., 4G and 100M broadband are not very good With the support of 5G, you can enjoy the experience;
2、URLLC (ultra-reliable and ultra-low-latency communication): low-latency, such as unmanned driving and other services (3G response is 500ms, 4G is 50ms, 5G requires 0.5ms), telemedicine, industrial automation, remote real-time control of robots and other scenarios , these scenarios cannot be realized if the 4G delay is too high;
3、mMTC (massive machine communication): wide coverage, the core is a large amount of access, and the connection density is 1M Devices/km2. It is aimed at large-scale IoT services, such as smart meter reading, environmental monitoring, and smart home appliances. Everything is connected to the Internet.
5G modules are similar to other communication modules. They integrate various components such as baseband chips, radio frequency chips, memory chips, capacitors and resistors into one circuit board, and provide standard interfaces. The module quickly realizes the communication function.
The upstream of 5G modules is mainly raw material production industries such as baseband chips, radio frequency chips, memory chips, discrete devices, structural parts, and PCB boards. The above-mentioned raw material industries such as discrete devices, structural parts and PCB boards belong to a perfectly competitive market with strong substitution and sufficient supply.
Post time: Jul-03-2023