Construction of 550,000 5G base stations on the road accelerates confidence in the communications industry

Construction of 550,000 5G base stations on the road accelerates confidence in the communications industry

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  Original title 5G construction accelerates confidence in the communications industry □ Reporter Yang Jie’s postponed 5G project due to the epidemic will accelerate the implementation of the 5G project, especially in the second half of the year.

China Securities Journal reporter learned that by the end of this year, China Mobile’s goal of building 300,000 5G base stations remains unchanged. China Unicom and China Telecom will strive to complete the goal of gradually breaking through the construction of 250,000 base stations in the first three quarters.

  550,000 5G base stations are on the road. The Ministry of Industry and Information Technology promotes the rapid development of 5G every day on February 22, and holds a teleconference on the resumption of work in the information and communications industry. The communications administrations in various places must help enterprises to solve the problem and enter 5G construction.The basic telecommunications companies should evaluate the impact of the epidemic in a timely manner, formulate and optimize the 5G network construction plan, accelerate the pace of 5G, especially the independent network construction, and effectively exert the positive role of 5G construction in “stable investment” and drive the development of the industrial chain.

  The three major operators have also stated their positions to accelerate the pace of 5G construction and investment efforts.

Recently, China Unicom’s investment and construction work promotion video conference during the short-term national population scenario clearly required provincial companies to accelerate 5G construction. In the first half of 2020, we will strive to complete the construction of 47 cities and 100,000 base stations with China Telecom. In the third quarter, we will strive to complete the national 25The construction of 10,000 base stations completed the construction target of the scale one quarter ahead of schedule.

  China 杭州夜网 Unicom stated that with the resumption of 5G construction and production, China Unicom and China Telecom will work closely to comprehensively develop and share 5G network sites and indoor and outdoor distribution systems.

On February 20, China Unicom and China Telecom held an ad hoc meeting on accelerating the construction of 5G networks to ensure that the 5G construction goals were not lowered.

  China Mobile also stated that it is actively promoting the resumption of 5G construction and production, and the goal of reaching 300,000 5G base stations by the end of 2020 remains unchanged.

  CICC released a research report saying that the Ministry of Industry and Information Technology and operators are expanding the pace of 5G business, and it is recommended to pay attention to the upstream 5G network construction-related targets. The upstream market share of the 5G industry chain is relatively concentrated, and 5G capital expenditure is used to expand rapidly, and the certainty of releasing performance is high.
  It is understood that affected by the new coronary pneumonia epidemic, it will be affected to a certain extent in the short and medium term of 5G network construction. The bidding of 5G projects in many places has been delayed, the supply of communication equipment has also been delayed, and the pressure on 5G terminal sales and expansion is not small.

  Gradually recovering the supply capacity of the industrial chain. Considering the changes in the supply chain of some 5G constructions or the shortage of production capacity and the extended supply cycle due to the epidemic situation, China Unicom said that it will strengthen coordination with the supply chain and enhance the supply capacity of main equipment.

China Unicom Construction, Purchasing and other departments actively communicate with the equipment manufacturers, accurately grasp the existing equipment capacity and supply cycle, plan ahead, and dock demand in advance to ensure that equipment and materials arrive in time.

China Unicom and China Telecom will jointly formulate a joint bidding plan for 5G wireless equipment and an emergency plan for 5G equipment procurement to drive the major equipment manufacturers to accelerate capacity recovery.

  China Unicom also introduced that it pays close attention to the impact of the epidemic on 5G construction and development. It started emergency protection of engineering materials in early February to ensure that 5G networks guarantee the storage of urgently needed materials. The company has repeatedly conducted special research to accelerate 5G network construction and increase 5G networks.investment.

In addition, in order to ensure supporting resources for 5G construction, China Unicom and Tower Corporation have established a communication and docking mechanism to timely dock site plans and requirements, and prepare sites and basic supporting resources in advance.

  According to the information of the Ministry of Industry and Information Technology, equipment related to the information and communication industry is in accordance with the relevant national requirements, orderly promotion of resumption of work and production, and full efforts to maintain stable operation of production and operation.

Huawei officially resumed work on February 3.

At present, 60% of ZTE’s personnel have returned to work. Other employees have resumed their work through telephone conferences, working at home, etc., and the company’s production capacity has recovered to 70%.

  It is understood that as of February 20, China Unicom gradually opened 5G base stations6.

40,000, the network covers all municipalities, major provincial capitals, and key cities in the Beijing-Tianjin-Hebei, Yangtze River Delta, and the Greater Bay Area.

China Mobile stated that as of the end of January, the company has also opened a 5G base station7.

40,000 seats.

  In the process of deepening the first fight against the epidemic, vertical industry applications, 5G + telemedicine, 5G + online classroom, 5G + live broadcast and other applications, let local governments, institutions, enterprises, ordinary people thoroughly understand the integration of 5G technology and various industriesthe value of.
  With the support of 5G networks, smart cities may enter a new construction cycle.

The CICC research report believes that the epidemic prevention and control work shows that traditional smart city platforms are combined with new technologies such as machine vision and big data analysis.All aspects have played a huge role and played a higher efficiency.

The technology accumulated in the fight against epidemics is expected to be rolled out in various places in the future to improve the efficiency of urban governance in various places, and it will become an important trend.

  The meeting of the Ministry of Industry and Information Technology on February 22 pointed out that basic telecommunications companies should timely review and summarize the role of 5G in epidemic prevention and control, and accelerate the promotion of new services, new models, and new applications.

Seize the development and changes of 5G in online education, online medical care, remote office and other services, release emerging consumer potential, expand online consumption, and promote information consumption.

  The Ministry of Industry and Information Technology further studies and issues 5G cross-industry application guidance policies and integration standards, and further deepens the integration and development of 5G with vertical industries such as industry, medical, education, and Internet of Vehicles; the focus is to conscientiously organize and implement the 512 project and accelerate the integration of “5G + Industrial Internet”Application to promote the digitalization, networking and intelligent transformation of traditional industries.