The core of the existence of 5G technology lies in the development of related intelligence, which is the key to promoting the formation of the digital society. The current perception of 5G applications in the C-end market is not obvious, and the B-end market is the main battlefield for 5G applications. Today, all walks of life are deeply cultivating the 5G industry chain, actively riding the 5G express train, and the development scale of 5G in the B-end market is gradually emerging.

Policies guide the advance deployment of 5G infrastructure

In recent years, the Party Central Committee and the State Council have attached great importance to the construction of new infrastructure such as 5G, and have put forward clear requirements for promoting the commercial deployment and large-scale application of 5G. From the "14th Five-Year Plan" to "accelerate the construction of new infrastructure", to the "Government Work Report" in 2022, it is clearly proposed to "build digital information infrastructure, promote the large-scale application of 5G, and promote the digital transformation of the industry".

In addition, Xu Xiaolan, vice minister of the Ministry of Industry and Information Technology, also said recently that it will accelerate the implementation of major projects and projects in the 14th Five-Year Plan for the manufacturing industry, and major technological transformation projects for energy conservation and carbon reduction in key areas, and guide basic telecommunications companies to appropriately deploy 5G base stations ahead of schedule, The construction of new infrastructure such as big data and industrial Internet will promote the implementation of major foreign-funded projects, and strive to start construction early, put into production early, and achieve early results, so as to create more physical workload.

Consolidate new infrastructure and C-end user base

More than 2,500 years ago, the Chinese philosopher Lao Tzu proposed that "Tao gives birth to one, one life to two, two to three, and three to all things", which profoundly interprets the formation of the universe, and is more suitable for interpreting the current digital wave sweeping thousands of industries. It can be said that today's 5G development has entered a critical stage of "three living things".

This is due to: First, my country has completed the deployment of more than 1.6 million 5G base stations, accounting for more than 60% of the world, and the 5G SA network has basically achieved nationwide coverage. According to the plans of several major operators, it is expected that by the end of 2022, there will be more than 2 million 5G base stations, with obvious network advantages, and this is the foundation for 5G to exert its application value and tap its growth potential. Second, according to data from the Ministry of Industry and Information Technology and the three major operators, as of the end of April 2022, 5G users will reach 413 million, and 5G package users will reach 870 million. According to data disclosed by Huawei, global 5G users will be 700 million by the end of 2021, and a rough estimate is that my country's 5G users account for about half. According to data from the Ministry of Industry and Information Technology and the three major operators, as of the end of March 2022, a total of 761 5G terminals in my country have obtained network access licenses, including 548 mobile terminals. 5G terminal shelves can be described as "dazzling".

In general, at present, the foundation of the new 5G infrastructure and the layout of the C-side is already solid and reliable, and everything is ready.

5G goes deep into the B-end market to empower industry development

The third anniversary of my country's 5G commercialization has achieved fruitful results. However, Wu Chao, director of the CITIC Securities Research Institute and chief analyst of the TMT industry, also pointed out that the production side of To B is a very important market. In the past, the application of mobile Internet was mainly Change your life on the To C side, but the main intelligent process in the future should be on the production side.

In short, in the B-end market dimension, 5G is widely recognized by the industry that its value chain will break into vertical industries and become the information infrastructure for the digital transformation of the industry.

Wang Zhiqin, vice president of the China Academy of Information and Communications Technology, said in a recent speech titled "5G Standards Help Industry Application Scale": my country's 5G industry application development is entering the fast lane, and some leading applications have begun to replicate on a large scale. Compared with 2018, more than 50% of 5G commercial and replicable projects will be implemented in 2021, especially in some leading industry applications, such as mining, power, steel, ports, etc., forming a lot of replicable key scenarios.

This is also the case, especially for telecom operators who are committed to the large-scale construction of new infrastructure and computing power cloud network, the B-side market of 5G is particularly critical. Taking China Telecom, one of the three major operators, as an example, it has taken the lead in the industry in terms of 5G + industrial Internet integration innovation. According to incomplete statistics, China Telecom and various industry partners have launched more than 300 industrial Internet projects; a total of 1,200 digital village pilot districts and counties, 10,000 demonstration towns and 100,000 demonstration villages have been built nationwide; Anti-epidemic with science and technology, and actively assume responsibility for the safe operation of more than 300 anti-epidemic platforms such as itinerary cards and health codes.