中國的無線基礎設施（2024年7月）：利用其經濟和5G超級大國的地位，中國為國家新焦點6G鋪平道路

China Wireless Infrastructure, July 2024 - Leveraging its Economic and 5G Superpower Status, China is Paving the Road to 6G, its New National Focus

出版日期: 2024年07月30日 | 出版商:

Teral Research | 英文 | 商品交期: 請詢問到貨日

價格

簡介目錄

本報告聚焦中國5G部署趨勢，分析宏觀經濟、地緣政治和技術趨勢。本報告是在中國四大服務供應商（中國廣電、中國移動、中國電信、中國聯通）發布年度報告後發布的，因此我們可以收集詳細的市場資訊並提供截至2024年（未來五年）的未來展望年）。它還包括 RAN 供應商的市場佔有率和分析。

中國正試圖在 6G 領域迅速取得領先地位——從最近的舉措中可以看出
- 所有這些舉措促使華為獲得了6G專利的控制權
從第一天起，中國政府就將 5G 視為中國數位經濟的關鍵驅動力。
- 2023 年，三大中國服務提供者在利潤豐厚的工業領域獲得關注
從經濟強國到5G超級大國
- 中國擁有全球最多安裝的 BTS（基地台）
- 三大服務供應商再次超額完成政府設定的 5G 基地台安裝目標，中國實現 2025 年目標
- 國家要求，2023年資本投資將維持高水平，中國已達到5G高峰
並擁有全球最大的行動通訊和 5G 用戶群
不過，到 2024 年，5G 設備的活躍水準將低於去年，到 2028 年將開始出現下降趨勢。
- 預計資本投資較去年減少5%
- 因此，今年整體 RAN 市場預計將下降 37%
- 中國計劃於 2024 年發放毫米波測試許可證
- 計劃於 2025 年實際實施，但由於缺乏資訊而無法建立預測模型
- 中國最快可能在 2026 年開始推出 6G
- 6G現實仍不明朗：華為已在推動5.5G，但中國三大服務供應商暫時忽視它
河威和中興通訊合計佔國內市場84%的佔有率
- 華為和中興通訊佔據了市場主導地位，而愛立信和諾基亞則被蠶食
- 這種情況預計將持續下去：2023 年 6 月，中國移動將大部分 5G 合約授予華為。

簡介目錄

This report focuses on 5G developments in China, including macroeconomics, geopolitics, and technology. The publication date is scheduled after the 4 service providers (China Broadcasting Network, China Mobile, China Telecom, China Unicom) provide their annual reports, so that we can gather many details about 2023 and provide a 2024 outlook and a 5-year forecast. This report also includes RAN vendor market shares and analysis.

ABSTRACT

KEY TAKEAWAYS

LEVERAGING ITS ECONOMIC AND 5G SUPERPOWER STATUS, CHINA IS PAVING THE ROAD TO 6G, ITS NEW NATIONAL FOCUS

CHINA'S EMPHASIS ON TAKING AN EARLY LEAD IN 6G HAS BEEN PLAIN TO SEE FOR A NUMBER OF YEARS NOW
- All that puts Huawei in the 6G patent driver's seat
FROM DAY 1, THE CHINESE GOVERNMENT SAW 5G AS A KEY ENABLER OF CHINA'S DIGITAL ECONOMY
- In 2023, the 3 Chinese service providers registered growing traction in the lucrative industrial sector
FROM ECONOMIC POWER TO 5G SUPERPOWER
- By far, China boasts the world's largest BTS footprint...
- Once again, the 3 service providers beat the government's 5G BTS target, and China passed its 2025 target
- State mandate kept capex elevated in 2023, which marked the 5G peak in China
...AND THE WORLD'S LARGEST TOTAL MOBILE AND 5G SUBSCRIBER BASE
2024 WILL SEE A LOWER LEVEL OF 5G UNIT ACTIVITY THAN LAST YEAR, MARKING THE START OF A DECLINING TREND THROUGH 2028
- Capex are expected to decline 5% over last year
- As a result, the whole RAN market will decline 37% this year
- In 2024, China will issue millimeter wave licenses to conduct testing...
- ...and actual deployments will follow in 2025 but due to a lack of information, we have not been able to build a forecast model
- As early as in 2026, China may kick off 6G rollouts
- Although we do not know what exactly 6G will be, Huawei is already promoting 5.5G but the 3 Chinese service providers ignore it, for now
TOGETHER, HUAWEI AND ZTE COMMAND 84% OF THE DOMESTIC MARKET
- Huawei and ZTE have been dominating the market at the expense of Ericsson and Nokia
- There is no end in sight, in June 2023, China Mobile awarded the bulk of its 5G contract to Huawei