The slowdown in 5G construction is not a problem, 5G application is the key

China Mobile said that the bidding in July has been completed and it is planning to build a 700MHz channel with the fourth largest operator China Broadcasting Corporation. China Unicom and China Telecom said that they are mainly controlling the pace and improving utilization efficiency. The tasks of the Ministry of Industry and Information Technology in 2021 can be completed as scheduled. In addition, cost savings must be ensured. The orderly transition from the 4G era to the 5G era depends on the development of 5G applications.

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What are the representative applications of 5G?

Low latency, which is common in the streets and alleys, is the industry's highest expectation for the popularization of 5G technology. The latency solved by 5G mainly refers to the latency from mobile phones to base stations. The cloud games we expect rely most on low latency technology. If the mobile game runs on a cloud server, the minimum latency you accept when playing King of Glory is 30ms. In addition to the latency of server communication, the communication latency from the base station to the mobile phone is the key factor that determines the gaming experience. Before 5G technology matures, real-time interactions such as cloud games are all assumptions.

The reason for vigorously popularizing base stations is that the properties of the 5G high frequency band determine that the coverage range of a single base station is only about 300 meters. Using the coverage quantity to evaluate 5G construction is an important indicator in the early stage, but it is not the only indicator. The coverage of wireless signals has never been based on the coverage area, and the stability of the signal is more important. Industrial-grade applications such as unmanned driving and telemedicine require more stability. Since the 5G network has a smaller single-station coverage range, is more susceptible to interference, and has more complex interoperability optimization, the cost of optimizing the stability of the 5G network is higher, and the cost of corresponding applications and services will also rise. In contrast, the cost of optical fiber is lower. By analogy, the WiFi+optical fiber solution for virtual reality technology used in playgrounds or indoor performances is more stable.

5G is the “last mile” of optical fiber

5G technology solves the communication of the last link of the communication network. 5G base station is equivalent to the last express delivery center. It is the key to improving services. Therefore, 5G construction is equivalent to e-commerce self-built logistics, and spreading a wide network to build outlets is a strategic layout. It doesn't matter whether it slows down or not. If you want to get rich, you must first build roads. This is the consensus of everyone.

Base station construction is a link in the industrial chain. The leading position of 5G construction has made a certain country realize that its technological leadership is threatened, which has led to corresponding technical sanctions. In order to support the growth of enterprises, operators are under multiple pressures to fully popularize 5G. However, the demand for 5G applications is lagging behind. Hardware can still use 5G as a selling point to get a share, but software developers are lagging behind a lot. If users' 5G demand explodes, operators will not be forced to build, and they will definitely work overtime to fully respond.

Lifespan of 5G devices

The service life of 5G equipment is 8 years, and huge investment has been made in the past 3 years. The companies that provide construction for operators are the ones who benefit. It is a bit too hasty to equate base station construction with 5G construction. The first batch of 5G equipment may be offline when the downstream of the industrial chain is not yet mature. The time left for 5G infrastructure construction is long, but the time left for 5G application research and development is getting shorter and shorter. Users have never been the promoters of technology, but the ones who ultimately pay for new technologies. The current problem is precisely that the downstream of the 5G industrial chain has not "pleased" users.

Conclusion: The slowdown of 5G is an inevitable trend, and the development of 5G technology also needs a cooling-off period. The excessive attention and deliberate badmouthing by foreign media is a disguised form of flattery. 5G is a technology that adds icing on the cake, and its commercial value is in urgent need of development. Promoting 5G is the general trend, and consumers are mainly responsible for paying the bill in this process. We should still look at the development of the industry rationally. Nvidia's technical experts are very frank: it will take 5 to 10 years to truly achieve the interaction between the virtual and real worlds.