The industry application is "really fragrant", why can't the 5G network eat it?
Inventorying the sources of growth in the government and enterprise business of operators will find that 5G private networks related to 5G industry applications have not achieved revenue breakthroughs. In China Mobile's 2021 financial report, the total revenue reached a ten-year high of more than 800 billion yuan, and the 5G private network related to 5G industry applications has not yet achieved a revenue breakthrough. The 5G private network business seems to be in a rather awkward situation. In the market driven by the 5G industry application pilot, users have more choice of the cloud business and private line business of the operator, forming a "5G leading the door, cloud as the family". situation.
Why does this happen? The biggest reason is that the 5G private network industry is not mature enough, and the 5G connection solution is not an irreplaceable technology for government and enterprise users. At the same time, in the digital transformation of enterprises, the cloud -network collaboration solution provided by operators is more in line with the enterprise's cross-region, cross-domain, flexible and fast operation needs, so cloud services and private line services are just needed.
The "5G Application 'Sailing' Action Plan" released in July 2021 is to break the 5G industry application, and has selected 15 areas as breakthroughs, including industrial Internet, Internet of Vehicles, smart logistics, smart ports, and smart mining. , smart power, smart oil and gas, smart agriculture and smart water conservancy, etc.
However, breakthroughs in each vertical field cannot be achieved overnight, and the challenges faced by each industry are also different. For example, in coal mines, whether using 5G technology to realize remote mining or using 5G to realize safety monitoring of underground production, it is an imaginary scenario where the technology can help the digital upgrade of the industry. However, when it landed, it was found that the challenges faced by 5G going underground existed in every link of use. For example, the price of 5G modules cannot be reduced for a long time, and the cost of large-scale deployment exceeds expectations. Another example is that the underground situation is complex, which is a high temperature, high humidity, and high dust environment, and different mines are also very different. Anti-tip, high temperature, humidity requirements. Every problem is a "stumbling block" for 5G's "mining".
In order to develop 5G from a network that originally served mass consumers and was in an auxiliary position in vertical industries into a major network technology in industrial Internet, Internet of Vehicles, and various smart applications, it needs to overcome these difficulties and make up for it. short board.
This must be a long-term process. In this process, first, it is necessary to promote the further maturity of 5G technology in industry applications. Liu Guiqing, deputy general manager of China Telecom, has an analysis of the current application status of 5G industry. He believes that the current 5G industry application innovation exploration has entered the deep water area, and it has begun to extend from the industry auxiliary production link to the core production link. The core production link of the industry involves applications such as machine motion control, inter-machine collaboration, and machine vision AI detection. Latency, reliability, and uplink bandwidth all have extremely high requirements.
The second is to form a 5G solution with stronger comprehensive capabilities. 5G LAN is the basic technology that 5G network extends to the core production link. The research on this technology is getting deeper and deeper, and the future goal is to seamlessly integrate with the original network architecture of the enterprise. 5GLAN can also bring support for mobile devices to the enterprise network, reducing the cost of enterprise transformation. The improvement of 5G capabilities for vertical industry applications is a dynamic process. According to the 5G evolution route, 5G will break through from the initial three capabilities of low latency, large connection, and high speed to six capabilities. The three new capabilities are: Bandwidth real-time interaction, uplink ultra-broadband, communication perception fusion.
The third is to promote the reduction of 5G costs. RedCap is defined in the newly frozen 5G R16, and a customizable streamlined design is made for IoT applications in the industry market. According to the needs of different enterprises, 5G networks can be streamlined and costs can be significantly reduced.
Although the information and communication industry is not the first to enter the enterprise-level market, it is the first time that the network is rooted in the core production links of the industry and enterprises. The industry application of 5G is pioneering and even more groundbreaking. The greater the difficulties faced today, the more abundant the harvest will be in the future. It is a market that has long-term patience and long-term returns.