Kaituhi: Ulink Media
I mua, i tino whaia te 5G e te umanga, ā, he tino teitei ngā tumanakohanga a ngā tāngata katoa mōna. I ēnei rā, kua uru mārire te 5G ki tētahi wā whanaketanga pumau, ā, kua hoki te waiaro o te katoa ki te "marie". Ahakoa te hekenga o ngā reo i roto i te umanga me te ranunga o ngā purongo pai me ngā purongo kino mō te 5G, kei te aro tonu te AIoT Research Institute ki te whanaketanga hou o te 5G, ā, kua hangaia he "Cellular IoT Series of 5G Market Tracking and Research Report (2023 Edition)" mō tēnei kaupapa. I konei, ka tangohia ētahi o ngā ihirangi o te pūrongo hei whakaatu i te whanaketanga tūturu o te 5G eMBB, 5G RedCap me te 5G NB-IoT me ngā raraunga whaitake.
5G eMBB
Mai i te tirohanga o ngā tukunga mō ngā waeine 5G eMBB, i tēnei wā, i roto i te mākete kore-pūtau, he iti noa iho ngā tukunga o ngā waeine 5G eMBB ki te whakataurite ki ngā tumanakohanga. Hei tauira, ko te tapeke o ngā tukunga o ngā waeine 5G eMBB i te tau 2022, ko te nui o ngā tukunga he 10 miriona puta noa i te ao, ā, ko te 20%-30% o te nui o ngā tukunga i ahu mai i te mākete Haina. Ka kitea te tipu i te tau 2023, ā, e matapaetia ana ka eke te tapeke o ngā tukunga o ngā waeine 5G eMBB o te ao ki te 1,300w. I muri i te tau 2023, nā te hangarau kua pakari ake me te tūhuratanga whānui o te mākete tono, me te iti o te turanga i te wā o mua, tera pea ka mau tonu te tere tipu teitei ake, ka mau tonu rānei te tere tipu teitei ake. E ai ki te matapae a te AIoT StarMap Research Institute, ka eke te tere tipu ki te 60%-75% i roto i ngā tau torutoru e whai ake nei.
Mai i te tirohanga o ngā tukunga mōrahi 5G eMBB, mō te mākete o te ao, ko te wāhanga nui rawa atu o ngā tukunga tono IoT kei roto i te mākete tono FWA, kei roto ko ngā momo momo tauranga pēnei i te CPE, MiFi, IDU/ODU, me ētahi atu, ā, whai muri ko te mākete taputapu eMBB, ko ngā momo tauranga ko te nuinga o te VR/XR, ngā tauranga e mau ana i te waka, me ētahi atu, ā, muri iho ko te mākete aunoatanga ahumahi, ko ngā momo tauranga matua ko te kuwaha ahumahi, te kāri mahi, me ētahi atu. Kātahi ka tae mai te mākete aunoatanga ahumahi, ko ngā momo tauranga matua ko ngā kuwaha ahumahi me ngā kāri ahumahi. Ko te tauranga tino noa ko te CPE, me te nui o te tukunga o te 6 miriona wahi i te tau 2022, ā, e matapaetia ana ka eke te nui o te tukunga ki te 8 miriona wahi i te tau 2023.
Mō te mākete ā-rohe, ko te mākete waka te rohe tuku matua o te waeine 5G, ā, he iti noa iho ngā kaihanga waka (pērā i a BYD) e whakamahi ana i te waeine 5G eMBB, me te mea nei, kei te whakamātautau ētahi atu kaihanga waka me ngā kaihanga waeine. E matapaetia ana ka eke te tuku ā-rohe ki te 1 miriona ngā wahi i te tau 2023.
5G RedCap
Mai i te whakatiotanga o te putanga R17 o te paerewa, kua whakatairangahia e te umanga te hokohoko o te 5G RedCap i runga i te paerewa. I ēnei rā, te āhua nei kei te tere haere te hokohoko o te 5G RedCap i tērā i whakaarohia.
I te haurua tuatahi o te tau 2023, ka āta pakari haere te hangarau me ngā hua 5G RedCap. Tae noa mai ki tēnei wā, kua whakarewahia e ētahi kaihoko ā rātou hua 5G RedCap o te whakatipuranga tuatahi hei whakamātautau, ā, e matapaetia ana i te haurua tuatahi o te tau 2024, ka nui ake ngā maramara, ngā kōwae me ngā pūwhakamutunga 5G RedCap ka uru ki te mākete, ka whakatuwherahia ētahi āhuatanga mō te tono, ā, i te tau 2025, ka tīmata te whakatinanatanga o ngā tono tauine nui.
I tēnei wā, kua whakapau kaha ngā kaihanga maramara, ngā kaihanga kōwae, ngā kaiwhakahaere me ngā umanga taunga ki te whakatairanga haere i te whakamātautau ā-mutunga ki te mutunga o te 5G RedCap, te manatoko hangarau me te whakawhanaketanga hua me te otinga.
Mō te utu o ngā kōwae 5G RedCap, kei te takoto tonu he āputa i waenga i te utu tīmatanga o te 5G RedCap me te Cat.4. Ahakoa ka taea e te 5G RedCap te penapena i te 50%-60% o te utu o ngā kōwae 5G eMBB o nāianei mā te whakaiti i te whakamahinga o ngā taputapu maha mā te whakarite, ka nui ake tonu te utu i te $100, i te $200 rānei. Heoi, me te whanaketanga o te umanga, ka heke tonu te utu o ngā kōwae 5G RedCap kia rite rā anō ki te utu o te kōwae Cat.4 matua o nāianei, arā, $50-80.
5G NB-IoT
Whai muri i te rongonuitanga rongonui me te whanaketanga tere o te 5G NB-IoT i te tīmatanga, kua mau tonu te āhua pumau o te whanaketanga o te 5G NB-IoT i ngā tau torutoru e whai ake nei, ahakoa te nui o te tukunga o ngā waeine, te mara tukunga rānei. Mō te nui o te tukunga, kei runga ake, kei raro iho hoki te 5G NB-IoT i te taumata 10 miriona, e whakaaturia ana i te pikitia e whai ake nei.
Mō ngā rohe tuku, kāore anō kia nui ake te rongonui o te 5G NB-IoT i roto i ngā rohe tono, ā, kei te arotahi tonu ōna rohe tono ki ētahi atu rohe pēnei i ngā mita atamai, ngā aukume tatau atamai, ngā pūoko paowa atamai, ngā whakaoho hau, me ētahi atu. I te tau 2022, ko ngā tukunga nui o te 5G NB-IoT penei:
Te whakatairanga i te whanaketanga o ngā teihana 5G mai i ngā koki maha, me te whakarei tonu i te maha me te momo o ngā teihana.
Mai i te hokohoko o te 5G, kua kaha te kāwanatanga ki te akiaki i ngā umanga mekameka ahumahi 5G kia tere ake te tūhuratanga whakamātautau o ngā horopaki tono ahumahi 5G, ā, kua whakaatuhia e te 5G he āhua "puāwaitanga maha-ira" i roto i te mākete tono ahumahi, me ngā taumata rerekē o te taunga ki te Ipurangi ahumahi, te taraiwa motuhake, te rongoā tawhiti me ētahi atu wāhanga motuhake. Whai muri i te tata ki ētahi tau o te tūhuratanga, kei te mārama haere ngā tono ahumahi 5G, mai i te tūhuratanga whakamātautau ki te wāhanga whakatairanga tere, me te horapa o ngā tono ahumahi. I tēnei wā, kei te kaha te ahumahi ki te whakatairanga i te whanaketanga o ngā teihana ahumahi 5G mai i ngā koki maha.
Mai i te tirohanga a ngā teihana ahumahi anake, i te mea kei te tere haere te hokohoko o ngā teihana ahumahi 5G, kua rite ngā kaihanga taputapu teihana ā-rohe me tāwāhi ki te haere, ā, kei te piki haere tonu tā rātou haumitanga R&D ki ngā teihana ahumahi 5G, nō reira kei te piki haere tonu te maha me ngā momo o ngā teihana ahumahi 5G. Mō te mākete teihana 5G o te ao, tae noa ki te hauwhā tuarua o te tau 2023, kua tukuna e te 448 ngā kaihoko teihana huri noa i te ao he 2,662 tauira o ngā teihana 5G (tae atu ki ngā mea e wātea ana me ngā mea e haere ake nei), ā, tata ki te 30 ngā momo momo teihana, ko ngā teihana 5G kāore i te ringaringa te 50.7%. Haunga ngā waea pūkoro, kei te pakeke haere te pūnaha o ngā CPE 5G, ngā kōwae 5G me ngā kuwaha ahumahi, ā, ko te ōwehenga o ia momo teihana 5G kei runga ake nei.
Mō te mākete taunga 5G ā-rohe, tae noa ki te hauwhā tuarua o te tau 2023, kua whiwhi whakaaetanga urunga whatunga mai i te MIIT te katoa o ngā tauira 1,274 o ngā taunga 5G mai i ngā kaihoko taunga 278 i Haina. Kei te haere tonu te whānui o te horapa o ngā taunga 5G, me ngā waea pūkoro e neke atu ana i te haurua o te katoa i te 62.8%. Haunga ngā waea pūkoro, kei te pakari haere te pūnaha o ngā kōwae 5G, ngā taunga waka, ngā CPE 5G, ngā kaiwhakamahara ture, ngā papa rorohiko me ngā kuwaha ahumahi, ā, he iti noa te tauine, e whakaatu ana i ngā āhuatanga o ngā momo maha engari he iti rawa te tauine tono. Ko te ōwehenga o ngā momo momo taunga 5G i Haina e whai ake nei:
Hei tāpiritanga, e ai ki te matapae a te China Academy of Information and Communications Technology (AICT), i te tau 2025, ka neke atu i te 3,200 te tapeke o ngā teihana 5G, ā, ka taea te 2,000 te tapeke o ngā teihana ahumahi, me te whanaketanga o te "taketake + whakaritenga" i te wā kotahi, ā, ka taea te whakatutuki i te tekau miriona hononga. I te wā o "he hono katoa ngā mea", kei te hohonu haere tonu te 5G, ko te Ipurangi o ngā Mea (IoT), tae atu ki ngā teihana, he wāhi mākete neke atu i te 10 tiriona tāra US, ā, ko te wāhi mākete pea mō ngā taputapu teihana atamai, tae atu ki ngā momo teihana ahumahi, he teitei ki te 2~3 tiriona tāra US.
Wā tuku: Whiringa-ā-rangi 16-2023