At the MWC2024 conference held recently, the AI-RAN Alliance was officially established. The alliance is led by NVIDIA and includes 11 world-renowned semiconductor, communications and software companies including Samsung, Arm, Ericsson, Microsoft, Nokia, Nvidia, and SoftBank.
11 major international giants formed a group to form an alliance to customize 6G networks, with the aim of seizing a more favorable voice and technical standard formulation in the upcoming 6G and AI era. At present, Chinese companies such as Huawei and ZTE do not appear in the alliance list.
Subsequently, it cannot be ruled out that Chinese companies such as Huawei and ZTE may also be invited to join the alliance. However, since 2018, the United States and other Western countries have been suppressing Chinese companies such as Huawei and replacing communication equipment produced by Chinese companies in the European and American communications markets. In the future, European and American countries are likely to continue to restrict or prohibit the deployment of 5G and 6G communication equipment produced by Chinese companies through various means, which will continue to have a very negative impact on the expansion of Chinese companies in the European and American markets.
However, at the same time, China's enterprises are in the world's leading position in 5G and 6G communication technology, and the number of patents and the market share of communication equipment are the first in the world. At the same time, the huge scale of China's domestic market and the markets of countries along the Belt and Road will also provide a broad space for Chinese enterprises to develop.
Even after being collectively attacked by European and American countries, Huawei and ZTE still have a clear advantage in the global mobile communication equipment market. According to the latest data from Dell'oro, an authoritative consulting company in the industry, in 2023, Huawei ranked first in the global 5G wireless equipment market with a revenue share of 32%, and achieved market share growth for the first time since 2021.
ZTE's market share is 15 percent, while Chinese companies have a 47 percent market share. Ericsson, Nokia and Samsung have market shares of % and 6%, respectively.
Chinese companies in 5The 5G field also has strong strength, recently, Huawei developed the world's first 5The 5G intelligent core network solution was officially released. 5.5G is a transitional mobile communication technology between 5G and 6G. Compared to 5G, 55G can improve the connection rate, latency, positioning, and reliability by about 10 times, and is expected to achieve millisecond-level latency and low-cost 100 billion IoT.
According to data from the Ministry of Industry and Information Technology, as of the end of September 2023, China's 5G standard essential patent declarations accounted for 42% of the world's total, ranking first in the world.
At the same time, China's 6G patent applications account for 40 percent of the world3%, ranking first in the world. The U.S. ranks second, accounting for about 35 percent of patent applications2%。Japan ranks third, accounting for about 99%。
According to the data of the consulting company dell'oro, in 2023, China's mobile communication equipment market will account for 32% of the world's total, followed by North America (29%), the Asia-Pacific region excluding China (15%), Europe (13%), the Middle East and Africa (7%) and Latin America (4%).
North America and Europe combined, the global market size of mobile communication equipment accounted for only 42%, China, Asia-Pacific, the Middle East, Africa and Latin America market for the development of China's communication equipment enterprises provide a huge space.
6G communication business is an extension of 5G, and China's huge 5G network foundation and industry application accumulation provide a solid foundation for China's future development of 6G.
China leads the world in the number of 5G base stations and 5G users. According to data from the China Academy of Information and Communications Technology, as of May 2023, 256 network operators in 95 countries (regions) provide commercial 5G services, with a global 5G population coverage rate of about 306%。
China has built 264 5G base stations60,000, accounting for more than 60% of the world; The number of 5G users worldwide reached 11500 million, China accounts for 58%.
If 5G lacks the foundation and the business and application in industries such as smart manufacturing, smart mines, and smart ports lack accumulation, 6G will become a castle in the air. And in these aspects, China has long been a global leader. At present, China's 5G innovative applications account for 60% of the world's industrial digitalization5%, of which 29 are integrated applications of the industrial Internet4%。
At present, China has begun to rapidly combine AI technology, 5G technology and industry applications. At the same time, China is also vigorously developing AI+, and cities such as Shenzhen are vigorously promoting "thousands of industries + AI". Focus on solving specific industry problems, empowering industries, and customizing and developing AI applications for specific industries or fields, such as medical AI, financial AI, manufacturing AI, etc.
China established a 6G promotion group in 2019 and is currently accelerating the R&D and innovation of 6G technology, which will form a 6G standard in 2025 and start commercial use by 2030. Hotspot Engine Program