Recently, Huawei has released a series5.5GInformation related to technological breakthroughs continues to attract market attention. Huawei will2024Launched for commercial use in5.5GFull set of network devices, also known as5.5GIn terms of uplink and downlink rates, latency, deterministic experience, etc., compared with traditional network capabilities10Double improvement. Market views generally believe that this is5.5GCommercialized signals are set to drive a new round of demand growth for equipment manufacturers and communication device suppliers.
For the primary market,5.5GTechnological breakthroughs can have a5GWhat impacts does the industrial chain bring about? Which areas are the key investment directions for this year, and what opportunities exist? From the perspective of investment directions and rounds, what new trends are there compared to before this year? Frost & SullivanFrost & SullivanMr. Lu Jing, Partner and Managing Director of Frost & Sullivan's Greater China Region (hereinafter referred to as 'Frost & Sullivan'), was interviewed Interview with the Sci-tech Innovation Board Daily, discussion5GIndustrial development trends.
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Sci-Tech Innovation Board Daily
Q
For the primary market,5.5GTechnological breakthroughs can have a5GWhat impacts does the industrial chain bring about?
5.5GUpstream ultra-wideband, broadband real-time interaction, and communication perception fusion capabilities are added, enhancing5GNew scenarios have been expanded based on the existing ones, ranging from supporting Internet of Everything to driving intelligent Internet of Everything, with significant improvements.5GNetwork capabilities and industrial innovation capabilities.5.5GThe realization of commercial implementation will drive the development of related industrial chains. By then, domestic suppliers of devices such as base station antennas, vibrators, and filters, operators, and application developers will all benefit from it. In addition,5.5GIt will enhance the speed and reliability of mobile communications, and at the same time drive the development of various application scenarios such as intelligent connected vehicles, virtual reality, and industrial Internet.
Q
What areas do you think are the key investment directions this year, and what opportunities exist?
5.5GThe development is aimed at improvement5G+Applications, with this year's investment focus shifting from infrastructure construction5G+Applications and their adaptations5.5GKey technology R&D. Leveraged by5GThe network features high bandwidth, low latency, and high concurrency capabilities.5G+Applications such as autonomous driving, remote control driving, wireless robots, remote medical diagnosis, connected drone inspections, and security will see rapid development. At the same time,5GThe development and maturity of related infrastructure will contribute to the creation5GFully connected factory, implemented5GA virtuous cycle with industrial Internet. In addition, around5.5GThe key adaptation technology research and development involves technologies such as high-frequency bands, large bandwidths, low latency, network slicing, and edge computing, which will also become the focus in the post-5GNew opportunities for the development of the times.
Q
Looking at investment direction and rounds, what are the new trends compared to before this year?
since2020starting from5GThe industry has seen an investment peak. Since the beginning of this year, China5GRelevant investments have passed their peak period and are gradually slowing down,5.5GThe commercialization is expected to drive the industry into another wave of growth with both volume and price increases. In terms of investment direction, as5GWith the maturity of technology and the gradual improvement of the hardware industry chain, China enters the post5Gera,5GThe focus of industrial development and investment has gradually shifted from infrastructure construction5G+Application development. CloudVR/ARApplications such as connected vehicles, intelligent manufacturing, smart energy, wireless healthcare, wireless home entertainment, connected drones, and smart cities, and5GThe combination has become a new trend in current investments.
* This interview was published in Sci-tech Innovation Board DailyAPP Reporter: Yu Shiqi, original title: 5.5GComing soon! Leading companies in the primary market are active in financing State-owned assets from Sichuan and Shenzhen step in ">
