5G investment has declined, leading 5G has been abandoned by operators, and non-true 5G is more popular.
Despite the many cutting-edge technology advantages of 5G, operators who have to pay for it have chosen to slow down their investment in traditional 5G, as the large investment was once called"Fake 5G"The low-frequency 5G, which is the choice that the reality forces them to make.
*Released data points to a 2-2 decline in 5G investment in China in 20225%, which is the first time that operators' investment in 5G has declined since the commercial use of 5G in 2019, which shows that operators have shown fatigue in 5G.
In 2022, China Mobile, China's largest operator, was once jokingly called"Fake 5G"The company has invested heavily in low-frequency 5G, bidding for 480,000 700MHz 5G base stations, which can be seen that in addition to this part, operators' investment in traditional high-frequency 5G has declined even more.
It is understood that in 2022, the investment in each 5G base station will be as high as 200,000 yuan, and the investment in 5G in recent years has been as high as 600 billion, and the investment in 5G has been as high as 600 billion in recent years. After paying a lot of money, operators found that it was difficult for the 5G main frequency band to penetrate obstacles such as walls, making it difficult to cover 5G signals in urban corners.
The electricity bill of the 5G base station is also difficult for the operator to bear, the power consumption of the 5G base station is two to three times that of the 4G base station, in the first half of 2020, the electricity bill released by China Mobile shows that in the case of only 300,000 5G base stations, the electricity bill of the 5G base station has caused the operator's electricity bill to skyrocket by 50%, when China Mobile's 4G base station has 2. 40,000, there are millions of 2G base stations, industry insiders believe that if a nationwide 5G network is built, electricity alone will consume all of China Mobile's profits.
On the other hand, operators spend a lot of money, but it is difficult to reap the corresponding benefits. Experts have always said that the enterprise market is the main market for 5G applications, but China Mobile's financial report shows that mobile phone business revenue for individuals accounts for nearly 50%, home broadband revenue accounts for 20%, a total of 70%, that is, business revenue for individual users accounts for the vast majority of operator revenue.
Other data provided by the operator shows that the number of IoT users has reached 1.4 billion, and China Mobile has more than 900 million IoT users, a number comparable to mobile phone users. However, the ARPU value of these IoT users is only about 1 yuan, and the revenue generated is more than 10 billion yuan, which is insignificant compared to mobile phone users.
This situation makes operators fully realize that the key to obtaining income is to provide services for people, and individual users do not have high requirements for 5G ultra-low latency, on the contrary, the requirements for signals are more preferred, and to provide better signals, the solution is to use low-frequency bands to build 5G, for this reason, China Mobile has taken the lead in using 700MHz to build 5G networks, low-frequency 5G will not have the mainstream 5G ultra-large bandwidth, ultra-low latency.
After China Mobile made a choice, China Unicom and China Telecom have also turned to low frequency, China Unicom obtained the 900MHz frequency band 5G construction license, China Telecom obtained the 800MHz frequency band 5G construction license, low-frequency 5G can greatly reduce the investment and electricity cost of 5G, low cost is king.
It can be seen that operators have indeed been unable to withstand the high investment of mainstream 5G, although they have not said it, but they are abandoning mainstream 5G in action and choosing a lower cost"Pseudo 5G"After all, the operator's money is not blown by the wind, and it needs to be saved, what is the cost is low, and which one is more profitable.