Recently, Huawei released the world's first 5The 5G intelligent core network solution is planned to be officially commercialized in 2024. On the a** field, a number of listed companies actively layout 55G-related technology products, and listed companies supply Huawei.
*: Photo.com.
The world's first 5The 5G intelligent core network solution was released
On February 26, the much-anticipated Mobile World Congress 2024 (MWC24) kicked off in Barcelona, Spain. During the conference, Gao Zhiguo, President of Huawei Cloud Core Network Product Line, released 55G intelligent core network solution. This is the world's first 55G intelligent core network solution.
5.5G, also known as 5G-A (5G-Advanced), is a mobile communication technology that is in a transitional phase 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.
At present, this program has been completed for 55G full function test and technical performance test. Among them, the new calling technology as Huawei 5An important part of the 5G intelligent core network, it has been deployed in 31 provinces in China and is expected to support 50 million users. In addition, the technology has been widely validated in several regions such as Europe, Latin America, the Middle East, and Asia-Pacific, and is scheduled to be commercially available in 2024.
Gao Zhiguo noted: "With 5. .With the arrival of the first year of 5G commercialization, our intelligent core network will comprehensively improve service intelligence, network intelligence, and O&M intelligence, providing strong support for monetizing network business value. ”
Regarding the current status of global 5G development, Li Peng, Senior Vice President of Huawei and President of ICT Sales and Service, said at the summit that 5G business success is happening. In the past five years of commercial use, the number of global 5G users has exceeded 1.5 billion, which is equivalent to the development of 4G in nine years. At the same time, 5G accounts for 20% of global mobile users, contributing 30% of mobile traffic and 40% of mobile business revenue.
From the perspective of domestic 5G development, data from the Ministry of Industry and Information Technology shows that by the end of 2023, China has built a total of 337 5G base stations70,000, with 8 5G mobile** users0.5 billion households, China's 5G network access traffic accounted for 47%. In terms of network infrastructure, China has built the world's largest optical fiber and mobile broadband network, and the proportion of 5G in administrative villages across the country exceeds 80%. In terms of innovation ability, China's 5G SEP declarations account for more than 42% of the world's total, continuing to maintain a leading position in the world. In terms of empowerment effect, 5G applications have been integrated into 71 major categories of the national economy, and the number of application cases has exceeded 940,000, 5G industry virtual private network more than 290,000.
These listed companies have a layout of 55G, and supply to Huawei
From the perspective of enterprises, many listed companies are actively opening 55G exploration and development road, and there are products to Huawei.
Zhongguang lightning protection (300414SZ) pointed out on the Shenzhen Stock Exchange on February 27, 2024 that the company in 5G-A (i.e., 55G) has technical reserves and applications, and the company's SPD products have applications in Huawei.
Zhongguang lightning protection is mainly engaged in the research and development, design, production and sales of lightning protection products, the design and installation of lightning protection engineering, and provides the overall solution of lightning protection products and lightning protection engineering integration. The company's main products include various SPDs (surge protectors), grounding products, lightning rods, lightning monitoring products, magnetic components, circulators, radio frequency devices and other lightning protection equipment, which are mainly used in railway, communications, energy, aerospace and defense industries.
On September 26, 2023, the company disclosed in the record of investor relations activities that the company is Huawei, Ericsson (ERICo), Nokia (Nokn), ZTE and other major global communication equipment manufacturers of the core lightning protection products, is the world's leading communication equipment manufacturers of the upstream enterprises.
Xinya Electronics (605277.)SH) pointed out on November 24, 2023 that the company's communication cables and data cables are used in small base stations and 5G macro stations for 5G communication, communications in large public places, data centers, Wi-Fi 6 wiring, F5G all-optical campuses, 5Scenarios such as 5G base stations are mainly given to Huawei and Amphenol (APH.).n) and other companies.
The main business of Xinya Electronics is the R&D, manufacturing and sales of wires and cables, and its main products include consumer electronics and industrial control cables, automotive cables, communication cables and data cables, new energy series cables and components, etc., which are widely used in home appliances, communication base stations, computers, data servers, intelligent office and other fields. According to the company's 2023 semi-annual report, as of the end of the reporting period, the company has obtained 19 invention patents and 114 utility model patents. The company's wholly-owned subsidiary, Guangdong Zhongde Cable, has been awarded Huawei's gold medal for many years.
Tozai Technology Co., Ltd. (601208.)SH) said on November 14 that in recent years, the company's continuous investment in the field of high-frequency and high-speed electronic materials has achieved remarkable results, and Shuangma resin, active esters and other products have been widely used in 5G 5PCB substrate production links in the fields of 5G 6G communications, high-end computing power, servers, etc., and through domestic and foreign first-line copper clad laminate manufacturers such as Taiguang and Shengyi Technology to Huawei, Apple (AAPL.).O), Nvidia, Intel (INTC.).O), Cisco (CSCOo) and other mainstream industrial chain systems.
A number of listed companies "embrace" 55g
In addition to the above-mentioned companies, there are a number of listed companies that are actively investing in increasing 55G-related product layout.
Canqin Technology (688182.)SH) said on February 21 on the SSE E Interactive that the company's most advanced ceramic dielectric filter can be widely used in various application scenarios in the sub-6GHz frequency band, including 4G, 5G, 55G and other FDD architecture communication networks. The company will maintain close interaction with customers, follow the development of customer technology, and actively participate in customer solutions.
Canqin Technology is mainly engaged in the research and development, production and sales of high-end advanced electronic ceramic components, including filters, resonators, antennas and other components, and supplemented by a variety of products such as low intermodulation passive components, cermet structure and functional devices, RF modules and systems, the company's products are mainly used in mobile communications, radar, radio frequency circuits, data links, electronic detection and jamming, satellite communication navigation and positioning, aerospace and national defense science and industry, new energy, semiconductors, Internet of Everything and other fields. At present, the company has become an important RF device supplier in the upstream of the domestic communication industry chain.
It is reported that the company's above-mentioned most advanced ceramic dielectric filter has been mass-produced, which has further broadened the company's market share in base station filters.
ZTE (000063.)SZ) said on January 29 that for 5G-A, the company has invested a lot of resources to actively prepare, and laid out the six major scenarios of "seamless 10 megabit, 100 billion IoT, deterministic capabilities, global synaesthesia, air-space-ground integration, and ubiquitous intelligence" to realize the value of 5G-A for digital intelligent life, digital intelligent industry and digital intelligent society.
Among the six major scenarios of 5G-A, the company has many key technological innovations, such as: in the massive connection scenario of "100 billion IoT", 5G-A introduces lightweight 5G IoT RedCap technology to reduce terminal costs and power consumption through capability tailoring. The company has been committed to promoting the commercial implementation and application acceleration of RedCap, and has worked with operators to carry out large-scale deployment in multiple provinces.
Sai Microelectronics (300456.)SZ) said on January 9 that various BAW filters manufactured by the company are used as basic communication devices for 5G, 5It is widely used in 5G, 6G and higher frequency communication interconnection scenarios.
According to the company's 2023 semi-annual report, the company's Beijing FAB3 series of BAW (BulkacousticW**E, with resonant cavity acoustic wave) filters manufactured by MEMS process for a customer has completed the small batch trial production stage. On July 15, 2023, the customer has signed a long-term purchase agreement with the company's subsidiary, Celex Microsystem Technology (Beijing)**hereinafter referred to as Celex Beijing). Celerix Beijing began commercial mass production of BAW filters.