Recently, new infrastructure has continued to be hotly debated. In particular, it is reported that trillions of dollars of investment are already on the way, and the market has set off a new infrastructure boom. Among them, 5G construction ranks first.

 The three major operators of infrastructure

Information: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 three major operators have recently released The financial report shows that 5G construction is off to a good start. 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 said 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 over 50 city key areas.

China Unicom said that as of the end of 2019, 5G base stations can be used to exceed 60,000 stations, covering 50 cities, of which the company has built more than 40,000 stations.

As for 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 separately announced the number of 5G users.

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.

5G becomes new The three major operators of the infrastructure

China Mobile has invested about 100 billion yuan to build 5G this year. Image source:China Mobile

The construction speeds up, the three major operators have increased their 5G investment several times this year

The reporter noticed that the epidemic has not affected 5G construction Speed ​​up. 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 is 56.4 billion yuan, of which 5G has 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 started the joint centralized procurement of 5G SA wireless master equipment. It is expected that the procurement scale will be no less than 250,000 stations.

China Mobile said that it will strive to reach a cumulative total of more than 300,000 stations by the end of 2020, and basically achieve 5G coverage in urban areas above the country’s cities and cities. 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.

According to this calculation, the three major operators and China Tower have invested 57.3 billion yuan in 5G this year, and the number of 5G base stations is expected to 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.

5G becomes new The three major operators of the infrastructure

Information map:Visitors watch 5G indoor routers at close range. Photo by China News Agency reporter Jiang Qiming

Drive the development of the industrial chain and support other new infrastructures

It is worth noting that 5G is not only a basic construction, Once the high-tech representatives have landed, they can also drive the development of the entire industrial 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.

Meng Li, director of industry research at Jingdong Digital Technology Research Institute, believes that the technologies involved in the new infrastructure are interlinked and coordinated. Data accumulation and 5G, cloud computing, blockchain and other underlying technologies With support, artificial intelligence will provide a steady stream of power to reduce costs and increase efficiency, restructure chains, and expand scenarios.

“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 network is at the core of new infrastructure and will be in the next ten years. A huge direct or indirect pull on GDP will drive the transformation of the upstream industry chain, and it will also stimulate the rise of the digital economy.

The analysis report of New Era Securities stated that 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. It is an upstream communication equipment company, 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 to 10.6 trillion yuan, directly create more than 3 million jobs, and indirectly drive total economic output to reach 24.8 trillion yuan.

Source:China News Network