From promoting the commercial use of 5G-A (5G evolving network) to approving the frequency of 6G technology test, from the 10 gigabit optical network pilot to satellite Internet networking... A new generation of high-speed ubiquitous, heaven and earth integrated communication network is accelerating its construction, driving the upgrading of network equipment, chip devices, special instruments, intelligent terminals and other industrial chains. According to calculations, the new generation of communication networks is expected to drive a total output of approximately 7 trillion yuan in the upstream and downstream sectors in the next five years.
On June 9th, the improved version of the Zhuque-2 Y-6 carrier rocket successfully launched the Qianfan DTC01 and China Mobile 02 satellites into their designated orbits using a "one rocket, two satellites" approach, achieving a complete success in the launch mission. These two satellites are mainly used for conducting technical experiments and verifications such as direct connection of mobile phones to satellites and integration of terrestrial and terrestrial networks. Among them, China Mobile 02 satellite is developed by Galaxy Aerospace.
Lin Guangrong, the architect of the Galaxy Space Constellation Communication System, told reporters that satellite communication is not only the builder of the space information highway in the "new generation communication network", but also a key component of the 6G integrated network of space and earth. It forms a deep complementarity with ground 5G and 6G networks in terms of coverage and application scenarios. "In the next decade, the satellite Internet is expected to fully cover the traditional network blind areas such as deserts, oceans and mountains, and stimulate the 'chain' reaction of phased array antenna, large energy on board, digital processing payload and other development," he said.
Accelerate the commercial scale of 5G-A and orderly carry out pilot projects for 10 gigabit optical networks; Approve the frequency of 6G technology testing, further promote the research and development, standard development, and industrialization process of 6G technology in China; Launch the Special Action for Collaborative Pilot of 6G Innovation and Development between the Ministry and the Province; Conducting commercial trials of satellite IoT services and promoting the formation of economies of scale in satellite IoT... Since the beginning of this year, the Ministry of Industry and Information Technology and other departments have successively released policy benefits to promote the construction of a new generation of communication networks.
The 'new' of the new generation communication network lies in network architecture reconstruction, capability leap, and application innovation. Communication is deeply integrated with AI, perception, and computing, achieving a leap from 'Internet of Things' to' Intelligent Internet of Things'. ”Zhang Tiantian, Director of the Intelligent Communication Research Office at the Electronic Information Research Institute of the China Academy of Electronic Information Industry Development, stated that the industry value is not only reflected in the communication equipment itself, but also in creating dual opportunities for technological iteration and scale expansion for various links in the industry chain.
Taking the development of 6G as an example, research predicts that China will achieve large-scale commercial deployment of 6G by 2035, and is expected to cultivate a trillion yuan 6G industry and application market. Huang Yuhong, President of China Mobile Research Institute, stated that 6G will promote the large-scale application of new scenarios and achieve a commercial closed loop from technological breakthroughs to industrial applications. For example, for 6G intelligent business, exploring new formats and business models such as embodied intelligence and intelligent agent communication; Systematically cultivate 6G "phenomenal applications" for typical scenarios such as immersive experience, industrial Internet and low altitude economy.
Institutions are also optimistic about investment opportunities in related niche tracks. Cui Kai, Assistant Research Director of IDC China, said that there are great investment opportunities for the new generation of communication networks, which belong to the direction of "star sea". Take satellite Internet as an example. In the short term, look at satellite manufacturing, phased array antenna, RF chip, ground station, measurement and control system, and test instrument; Looking at constellation operations, industry terminals, and scenario applications in the medium to long term. However, Cui Kai also stated that the valuation of related companies cannot be extrapolated infinitely based on imagination. What is truly worth tracking are orders, terminal costs, customer payment ability, and cash flow, rather than concept popularity.
Gu Chenhao, Chief Researcher of Huizheng Finance, believes that overall, there are great opportunities for the entire chain to focus on core components in the upstream, equipment construction in the midstream, and scenario implementation in the downstream. Among them, the upstream core includes high-frequency semiconductors and materials, core chips, optical communication devices, satellite core components, and basic components. The midstream mainly includes base stations, wired equipment, wireless equipment, optical network equipment, satellite manufacturing and launch, and network construction. The downstream focus is on terminals and industrial applications, including satellite direct connected mobile phones, VR/AR devices, as well as industrial Internet, Internet of Vehicles, low altitude economy, smart medicine, etc., with the largest long-term space.
In the face of vast industrial opportunities, a group of listed companies and unicorn enterprises are targeting key areas and increasing investment in technology and capital. At present, commercial satellite manufacturing company Micro Nano Starry Sky has established full chain production and research bases in Beijing, Wuxi, Changchun, and Chengdu. Among them, the Wuxi intelligent production line has the ability to produce more than 150 satellites of 200 to 500 kilograms per year.
In addition, China Mobile said that facing the "15th Five Year Plan", it will promote the evolution of "dual gigabit" networks to "dual 10 gigabit" networks, strengthen the key core technologies of 5G-A, 6G, satellite Internet and other communication networks, and accelerate the construction of the next-generation information infrastructure that integrates sense, computing, intelligence, space, space, space and sea, and is safe and controllable. Xinke Mobile recently announced that it plans to raise no more than 7 billion yuan in additional funds, of which 1.5 billion yuan will be invested in the integrated mobile communication industrialization project, 1.85 billion yuan will be used for integrated research and development, and another 1.85 billion yuan will be dedicated to 6G research and development. The total investment scale of the project is 9.5 billion yuan.
Zhang Tiantian believes that in the future, related industry enterprises need to seize the three major opportunities of technological breakthroughs, scene integration, and ecological collaboration to lay out the core track, namely focusing on key core links such as 6G sensing integration, intelligent metasurfaces, and terahertz devices, strengthening technological innovation, and building strong technological competition barriers; Building benchmark solutions in key areas such as industrial manufacturing and low altitude economy, achieving a match between technological value and market demand; At the same time, strengthen the coordination and linkage between upstream and downstream, and deeply integrate into the industrial development ecology.