中国的无线基础设施（2024年7月）：利用其经济和5G超级大国的地位，中国为国家新焦点6G铺平道路

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: 请询问到货日

价格

简介目录

本报告聚焦中国5G部署趋势，分析宏观经济、地缘政治和技术趋势。本报告是在中国四大服务供应商（中国广电、中国移动、中国电信、中国联通）发布年度报告后发布的，因此我们可以收集详细的市场资讯并提供截至2024年（未来五年）的未来展望年）。它还包括 RAN 供应商的市场占有率和分析。

中国正试图在 6G 领域迅速取得领先地位——从最近的举措中可以看出
- 所有这些举措促使华为获得了6G专利的控制权
从第一天起，中国政府就将 5G 视为中国数位经济的关键驱动力。
- 2023 年，三大中国服务提供者在利润丰厚的工业领域获得关注
从经济强国到5G超级大国
- 中国拥有全球最多安装的 BTS（基地台）
- 三大服务供应商再次超额完成政府设定的 5G 基地台安装目标，中国实现 2025 年目标
- 国家要求，2023年资本投资将维持高水平，中国已达到5G高峰
并拥有全球最大的行动通讯和 5G 用户群
不过，到 2024 年，5G 设备的活跃水准将低于去年，到 2028 年将开始出现下降趋势。
- 预计资本投资较去年减少5%
- 因此，今年整体 RAN 市场预计将下降 37%
- 中国计划于 2024 年发放毫米波测试许可证
- 计划于 2025 年实际实施，但由于缺乏资讯而无法建立预测模型
- 中国最快可能在 2026 年开始推出 6G
- 6G现实仍不明朗：华为已在推动5.5G，但中国三大服务供应商暂时忽视它
河威和中兴通讯合计占国内市场84%的占有率
- 华为和中兴通讯占据了市场主导地位，而爱立信和诺基亚则被蚕食
- 这种情况预计将持续下去：2023 年 6 月，中国移动将大部分 5G 合约授予华为。

简介目录

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