The 5G era is approaching! Trillion industries may explode in the New Third Board market! Welding ma

According to foreign media reports, Deutsche Telekom has officially announced the launch of the world's first 5G commercial network in collaboration with Huawei. 5G, as the main direction of the development of the new generation of mobile communication technology, will become an important driving force for promoting national economic and social development, and facilitating industrial transformation and upgrading. With the rapid advancement of 5G, related companies are expected to experience rapid development.

With the continuous progress of 5G technology research and development experiments, the entire industry chain will be strongly driven, and the market demand will be huge. The State Council has issued a document to promote the upgrading of information consumption, striving to launch the commercial use of 5G by 2020. It has issued documents such as "Made in China 2025", "National Informatization Development Strategy Outline", and the "13th Five Year Plan" for the information and communication industry, making relevant arrangements for 5G technology research and development, standards, and industrialization layout.  

The world's communication technology has gone through several important eras: 2G, 3G, and 4G. The first generation was analog technology, limited to voice calls only; The second generation is 2G, which realizes the digitization of voice and adds SMS and low-speed data transmission functions; The third generation is 3G, characterized by multimedia communication and capable of processing multimedia services such as images, music, and videos; The fourth generation is 4G, and communication has entered the era of wireless broadband, which can achieve smooth playback of high-definition online videos; The fifth generation is 5G, which is characterized by high-frequency transmission and a wider range of applications, involving manufacturing, circulation, and other fields. It meets the requirements of massive connections in the Internet of Things and extremely low latency in vehicle speed networks, making the Internet of Things possible.

The commercial market space for 5G is huge

With the development of 5G services and future commercialization, the industrial chain is expected to gradually explode. According to the White Paper on the 5G Economic and Social Impact issued by the National Institute of Information and Communications, the three major sectors of telecom operators, Internet enterprises and equipment manufacturers will directly create and indirectly drive about 3 trillion yuan and 3.6 trillion yuan of economic added value by 2030, bringing about nearly 20 million direct or indirect employment opportunities.

The 5G industry chain consists of upstream base station upgrades, midstream network construction, downstream product applications, and terminal application scenarios, including base station antennas, communication network equipment, base station RF, small and micro base stations, fiber optic cables, optical modules, system integration and services, and other fields. Specifically, considering the technological characteristics and industrial changes of 5G, it directly benefits five sectors: main equipment, optical modules, fiber optic cables, antennas, and small base stations. The main devices are wireless and network equipment suppliers, which are deterministic core beneficiaries; The increase in the number of base stations and the upgrade of 5G technology will drive the demand for high-speed optical modules; And with the outbreak of traffic, the demand for fiber optics is driven by the carrier network and data center; At the same time, 5G will bring about a surge in demand for supporting components such as RF antennas, RF connectors, and cables; Finally, from the perspective of 5G construction requirements, small base stations will become the mainstream technology for indoor distribution and network optimization.

New Third Board Enterprises Accelerate 5G Layout

According to rough statistics based on public information, there are about 30 5G concept enterprises in the New Third Board market, among which more than 10 New Third Board enterprises have laid out in the fields of antennas, small and micro base stations, and serving base stations. More than 20 New Third Board enterprises are engaged in devices, systems, fiber optic cables, fiber fusion splicers, and other businesses.