What is the traditional infrastructure industry chain?

The new infrastructure just celebrated its first anniversary on March 4, 2020, and this "express train" has entered the deep area of the industry. The new infrastructure has passed the early conceptual stage, and capital will follow.

5G is an important part and the first step of new infrastructure. However, unlike the traditional infrastructure driven by government investment, the 5G industrial chain is based on operators.

"New Infrastructure Plan" under the Influence of Epidemic Economy

In order to cope with the economic impact of COVID-19 epidemic and promote sustainable development, the government has launched a new infrastructure plan.

5G is the leader in seven key areas, others include highly related information and communication technologies such as industrial Internet, data center and artificial intelligence.

In addition, the cloud-based 5G network will promote the development of data centers and bring more opportunities for cloud computing applications.

Infrastructure based on 5G base stations, big data, artificial intelligence and industrial Internet will help to tap the potential of digital economy and support the transformation and upgrading of traditional industries.

These technologies complement each other and provide a better network environment for continuous innovation.

The impact of the COVID-19 epidemic will accelerate this process, because enterprises urgently need to accelerate the implementation of digital transformation and rethink the business model that can keep them at the forefront of the industry.

During the epidemic crisis, China accelerated the construction of 5G network, created a very dynamic environment, and launched 5G commercial applications in medical and educational industries to deal with the epidemic.

The national agenda under the "New Infrastructure Plan" will support the derivation of new 5G application scenarios and lead many industries to explore new business models. It is expected that the manufacturing, medical and health, entertainment and transportation industries will be greatly affected in the short term.

The change of business nature is the significance of 5G+ new infrastructure.

As far as the functions that can be realized by different communication technologies are concerned, communication services are closely related to the attributes of human beings and human beings as three-dimensional creatures.

In the development of demand and technology, real-time video communication is the boundary of human basic communication needs.

However, the progress of technology will not stop, and it is hard to imagine where the technology beyond the basic needs of human beings will bring reality.

Therefore, the emergence of 5G cannot be simply based on the improvement of data transmission speed. This quantitative change in speed to qualitative change will change the existing business logic and profit model bit by bit.

In the 5G era, this demand transfer may occur at the following two levels: the substitution of linked media and the separation of property rights and use rights of smart devices.

The strength of dividends determines the driving ability of business.

① In 20/KOOC-0/9/KOOC-0/0, China Mobile publicly released the centralized procurement of communication engineering design and feasibility study from 2020 to 2002/KOOC-0/year, in which the scale of 5G network was about 28 billion yuan.

China Mobile's China Mobile Design Institute won the bid as high as 265 1 billion, accounting for 94.6%. The winning share of China Mobile Design Institute under China Telecom, China Telecom, Guangdong Telecom, Guangdong Southern Telecom and Zhong Rui Communication Design Institute is 65.438+0.4 1 billion, accounting for about 5%, and the winning share of design institutes under operators is about 99.6%.

② In 2020, the bidding scale of 5G equipment of the three major telecom operators in China is nearly 100 billion, among which the base station has the highest scale, totaling about 69.8 billion.

In 2020, China Mobile will purchase 230,000 base stations, and ITU will jointly purchase 250,000 base stations, totaling more than 480,000 base stations.

According to the number of base stations, from high to low, Huawei, ZTE, Ericsson and China Xinke account for 57%, 30%, 10.7% and 2.3% respectively, and the cumulative share of Huawei and ZTE is 87%.