Chinanews Client Beijing, March 26 (Reporter Wu Tao) Recently, new infrastructure has continued to spark heated discussions. In particular, it is reported that trillions of investments have been on the way, and the market has set off a new infrastructure boom. Among them, 5G construction comes first.
Data Map: Huawei's 5G technology is displayed overseas. Photo by China News Agency reporter De Yongjian
5G starts well in 2020, China Mobile builds 30,000 base stations in 2 months
The financial reports recently released by the three major operators show that 5G construction has started well. China Mobile is actively promoting 5G construction. As of the end of February, its 5G base stations had exceeded 80,000, compared with 50,000 by the end of 2019.
China Telecom stated that by the end of 2019, the company had invested 9.3 billion yuan to build 40,000 5G base stations and shared more than 20,000 stations with China Unicom. The scale of 5G base stations in use exceeded 60,000 stations, covering more than 50 key urban areas.
China Unicom said that as of the end of 2019, 5G base stations could be used to exceed 60,000 stations, covering 50 cities, of which the company has built more than 40,000 stations.
In terms of users, as of the end of February, China Mobile's 5G package users have reached 15.4 million, China Telecom's 5G users are 10.73 million, and China Unicom has not announced the number of 5G users separately.
It is worth noting that 5G users have a strong ability to consume traffic. For example, China Mobile announced for the first time that the per capita usage of 5G users in December 2019 reached 16.9GB, which is more than double the average user.
China Mobile has invested about 100 billion yuan this year to build 5G. Image source: China Mobile
Construction speeds up, three major operators have increased their 5G investment several times this year
The reporter noticed that the epidemic did not affect the acceleration of 5G construction. Vice President Wang Zhiqin of the China Academy of Information and Communication Technology stated that under the impact of the epidemic this year and the downward pressure on the economy, accelerating the pace of 5G network construction will play a key role in optimizing the investment structure and stabilizing the growth rate.
First of all, the 5G investment of the three major operators has doubled compared to last year. China Mobile's expected capital expenditure in 2020 is 179.8 billion yuan, of which 5G-related investment plans are about 100 billion yuan, compared with 24 billion yuan last year, which has more than doubled this year.
China Unicom's capital expenditure in 2019 was 56.4 billion yuan, of which 5G completed an investment of 7.9 billion yuan. In 2020, China Unicom's 5G capital expenditure budget is about 35 billion yuan, China Telecom's 5G expenditure budget is 45.3 billion yuan, and China Tower 5G expenditure budget is 17 billion yuan.
In terms of base station construction, China Telecom and China Unicom recently released the “Publication for Centralized Qualification Pre-examination of Wireless Master Equipment for 5G SA New Construction Projects in 2020”, and launched the joint centralized procurement of 5G SA wireless master equipment. The expected procurement scale is not less than 250,000 stations.
China Mobile said that it will strive to reach a total of more than 300,000 stations by the end of 2020, and basically achieve 5G coverage in urban areas above the city level. It is expected that there will be a net increase of 70 million 5G users in 2020. China Unicom claims that it will work with China Telecom to complete the construction and sharing of 250,000 new 5G base stations in the third quarter, covering all cities in the country.
In this way, the three major operators and China Tower have invested 57.3 billion yuan in 5G this year, and it is expected that the number of 5G base stations will exceed 550,000 by the end of the year.
On the 24th, the Ministry of Industry and Information Technology also issued a notice on accelerating the development of 5G, which mentioned that accelerating the construction and deployment of 5G networks, accelerating the network construction of major cities, and gradually extending coverage to key counties and towns with conditions. Further deepen the joint construction and sharing of iron towers, indoor distribution systems, poles, pipelines and supporting facilities.
Data Map: Visitors watch 5G indoor routers at close range. Photo by China News Agency reporter Jiang Qiming
Drive industry chain development and support other new infrastructure
It is worth noting that 5G is not only a representative of basic construction and high technology. Once it is implemented, it can also drive the development of the entire industry chain, increase employment, and support other new infrastructure.
The China Academy of Information and Communication Technology pointed out that the construction of 5G will further promote technological innovation and infrastructure construction of data centers, artificial intelligence, and the Internet of Things. Although new infrastructure has not yet been fully defined, it generally refers to 5G networks, artificial intelligence, big data centers, new energy vehicles and charging piles, UHV, industrial Internet, urban rail and urban rail transit.
Li Meng, director of industrial research at Jingdong Digital Technology Research Institute, believes that the technologies involved in the new infrastructure are interlinked and coordinated. With the support of data accumulation and underlying technologies such as 5G, cloud computing, and blockchain, artificial intelligence will provide Reduce costs and increase efficiency, restructure the chain, and expand the scene to provide a steady stream of motivation.
"It not only solves the pressure of non-linear growth of traffic but also has strong external effects. The rapid development of domestic 5G investment and construction will be very certain." Zhongtai Securities said that 5G networks are at the core of new infrastructure and will have a huge direct or Pulling indirectly, while driving the reform of the upstream industrial chain, it will also stimulate the full rise of the digital economy.
According to the analysis report of New Era Securities, from the perspective of the industrial chain, the current 5G industrial chain is mainly composed of upstream base station construction upgrades, midstream bearer network construction, and downstream terminal product application scenarios. The initial benefit is upstream communication equipment companies, but With the further development and application of network construction, midstream and downstream enterprises will benefit in succession.
The China Academy of Information and Communication Technology predicts that from 2020 to 2025, China's 5G business will directly drive total economic output of 10.6 trillion yuan, directly create more than 3 million jobs, and indirectly drive total economic output of 24.8 trillion yuan. (Finish)