The forum invited Liu, Deputy General Manager of Shanghai Unicom's Network Development Department, Tang, Chief Analyst of TF Securities Communication Industry, Chen Danqing, Marketing Director of Huawei's China Wireless and Cloud Core Network, Sun Li, Chairman of Yingchuang Technology, founder and CEO of Dapeng VR, Wang Wei, co-founder and co-president of Baicaibang Company, CEO of Softcom and Chen Shan Capital Partner to discuss the future development opportunities of 5G.
It is reported that on June 12- 14, the three-day "20 19 Global New Economy Annual Meeting" was successfully held in Shanghai Changning World Trade Center. With the theme of "Science and Technology Leading the New Era of Intelligence", the conference focused on the innovation hotspots of emerging industries such as science and technology innovation board, 5G and intelligent manufacturing. As one of the sub-venues of the conference, the 5G IOT Summit brought the audience insights into the investment opportunities of the entire industrial chain after the release of the 5G license.
As the engine of the new economic wave, 5G will take root in many fields, such as VR/AR, cloud computing, Internet of Things, industrial Internet and so on, and realize intelligent upgrade for it. China ICT Institute predicts that 5G will directly contribute 2.9 trillion yuan and indirectly contribute 10.6 trillion yuan to China's economy. Judging from the global progress of 5G, South Korea, the United States and Britain have all achieved commercialization, and China has just issued a license, which is expected to be commercialized this year. What opportunities will 5G commercialization bring to the entire industrial chain? The 5G Internet of Things Summit will answer them one by one.
The low latency, high bandwidth and Dalian connectivity of 5G will drive the whole industry to realize digital upgrade. The 5G delay can be reduced to 1ms, which will meet the needs of intelligent driving; 5G bandwidth can reach 100Mbps-9.4Gbps, which can create the ultimate visual experience; The extensive coverage of 5G will build an intelligent society and realize the Internet of Everything. Liu, deputy general manager of Shanghai Unicom's network development department, said in the keynote speech of "Everything is connected with the Internet, and * * wins 5G": "Unicom makes full use of the advantages of the 3.5G industrial chain, focusing on vertical industries such as VR, AR, car networking, high-definition video and intelligent manufacturing, and doing a good job in industrial layout with the attitude of" open cooperation and ecological win-win ".
Liu, Deputy General Manager of Network Development Department of Shanghai Unicom
The investment front of 5G industry has been lengthened, and the investment prospect of base station construction in the initial stage of construction is broad. According to Hata and COST-Hata models, the number of required 5G base stations will be 1.77 times that of existing 4G base stations. Tang, chief analyst of TF Securities communication industry, wrote in "5G leads a new wave of technology &; The keynote speech of "New Economic Wave" explained: "Due to the adoption of new materials and technologies, the unit price of 5G network equipment will increase, and it is estimated that the unit price of 5G experimental network will reach 300,000. "Therefore, Tang believes that the construction period of 5G will be extended to 8- 10 years, and the investment required for coverage of macro stations and small base stations will exceed 3 times or even 4 times the investment scale of 4G.
Tang Tianfeng, Chief Analyst of Securities Communication Industry
5G takes MBB's business experience to a new level and makes the vertical industry smarter. As the first year of 20 19 commercial use, 5G has developed rapidly. By the end of 20 19, more than 40 countries will get the 5G spectrum. Chen Danqing, director of Huawei's wireless marketing department in China, pointed out in the keynote speech "5G has arrived, and there are unlimited opportunities for hugs": "Unlike 4G, 5G is faster for commercial use than 4G. As of May 20 19, Huawei has released 52 5G terminals around the world. " At present, Huawei has been commercialized in the fields of live TV broadcast, remote surgery, smart policing and driverless driving.
Chen Danqing, Marketing Director of Huawei China Wireless and Cloud Core Network.
As the first batch of 5G application industries that are generally optimistic by the industry, the application scenarios and business scope of VR will inevitably be broadened, and the industry will also be developed on a large scale. However, how VR can seize the opportunity of 5G to release its potential and penetrate into new application scenarios is a problem worthy of our consideration. At the round table of "VR+5G, Empowering the Meaning of New Scenes", Sun Li, founder and CEO of Yingchuang Technology, and Chen Chaoyang, founder and CEO of Dapeng VR talked about their ideas.
Regarding the question of when VR can fly into the homes of ordinary people after the advent of 5G, Sun Li thinks: "In the case of 5G network, some of our calculations can be placed in the cloud and displayed on glasses with low delay, in order to accelerate the development of things. But there are still some thorny problems to be solved. For example, in terms of display. "
When answering the question about the current stage of AR, VR and MR, Chen Chaoyang said: "The past few years have been called ups and downs, but the present state is called dawn, and the future has arrived. 20 19 will be the turning point of the VR market. Now there are orders from industry and business every month, and the company's income will increase by 20% and 30% every month. At the same time, the promotion of operators and 5G will be a golden opportunity for this industry in the next three to five years. "
Roundtable on "VR+5G, Empowering the Meaning of New Scenes"
UAV needs communication network to meet the standards of low efficiency, large connection, low delay, high reliability, hot spot coverage and wide area coverage, and 5G technology can meet the needs of UAV. For example, 5G simulation analysis shows that the height of 120m can achieve an uplink rate of 40Mbps in 95% coverage area. Through technical enhancement, the uplink transmission rate can be further improved, and 5G has the potential to meet the demand of 8K high-definition video transmission for unmanned aerial vehicles with a height of 120m. Zhao Yong, CEO of Innovative Technology, introduced in the keynote speech "Application of UAVs in the 5G Era": "In the downlink phase, 5G networks can meet 100kbps to realize the future demand for autonomous flight; On the uplink, the 5G network meets the current and future requirements of 2K, 4K and 8K video transmission. In addition, 5G networks can also meet the requirements of delay, reliability and number of connections. "
Zhao Yong, CEO of Innovation and Technology
5G has entered the era of Internet of Everything, and the enterprise market may become a new growth point for operators. For enterprises, it is hoped that local data can be controlled, but the security of WiFi network is low and there is no QoS guarantee. Therefore, there is huge room for growth in the government and enterprise market, and IDC business is growing strongly.
Virtualize the 5G network, realize the free call of resources, solve the signal blind area by distributed deployment, cut off peaks and fill valleys, realize the separation of software and hardware, and greatly improve the disaster tolerance. Therefore, by using the edge computing architecture, the network delay experienced by users can be reduced by 50%. Wang Wei, co-founder and co-president of Beijing Baicaibang Technology Co., Ltd., explained in the keynote speech "MEC empowers new 5G applications and promotes new development of vertical industries": "5G+MEC is a competitive enterprise wireless private network solution that operators can provide. On the level of separation of software and hardware, based on general hardware and small station white box, the network can be dynamically adjusted to meet the needs of tide, speed and interference. "
Wang Wei, co-founder and co-president of Beijing Baicaibang Technology Co., Ltd..
After the release of the 5G license, many people are discussing when 5G will be commercialized, and where are the investment opportunities in the 5G industry? When will the 5G dividend break out? In the round-table forum with the theme of "5G Eco-investment Opportunities", Liang Jiemin, partner of Yiou Company, Ren Jian, CEO of Yun Zhi Softcom, Wang Zhikui, partner of Chen Shan Capital, and Zhao Li, Executive Vice President of Softbank China Capital discussed the investment opportunities of 5G industry.
When will 5G be put into use, and will it start after the network construction is completed? Wang Zhikui thinks: "It takes a long time to verify in the network construction stage. If the enterprise fails to enter the whole construction process in the initial stage of network construction, it will be difficult to enjoy the dividend of network construction in the later stage. Therefore, for 5G, whether it is core technologies such as wireless side and bearer side, or other innovative technologies, there is no doubt that now is the most important period for investment, otherwise it will be difficult for your enterprise to enter the 5G construction list. "
5G investment should start from construction, but which industry has higher investment security? Zhao Li's point of view is: "In the field of 5G and Internet of Things, how can we step on the right time and spend every investment in a direction that we are familiar with and can bear new adventure opportunities? I personally think that if you want to know whether 5G is crucial to this industry, it can't be solved well from 1G to 4G or WIFI, but 5G can do it, then the probability of winning the investment in this industry will be relatively large. "
5G construction is a long-term process. In which industries can 5G land first at this stage? Ren Jian replied: "From the demand point of view, the demand for 5G at the C end is not as strong as we thought. On the contrary, in the field of industrial Internet, there is a high demand for the scalability of 5G. At the same time, whether 5G technology can land has three core points: First, the problem to be solved must be the pain point; Second, the application scenario can pay for the high cost in the early 5G period; Third, the technology corresponding to 5G should be relatively mature. "
Roundtable Forum on "5G Eco-investment Opportunities"