The process of 5G new infrastructure is accelerated
The domestic 5G ecological construction process is accelerating. According to media reports on September 28, 5G news is expected to be commercialized nationwide in the middle and late this month. Among the three major operators, China Mobile has implemented trial commercialization of 5G messages on multi-brand customized phones, while China Unicom and China Telecom have also entered the stage of preparing for trial commercialization. In addition, the digital RMB wallet has been added to the 5G news portal.
In addition, China Mobile’s 2021 4G/ 5G converged core network new equipment centralized procurement bidding has recently ended. Among them, the 4G/ 5G core network and IMS parts have a maximum bidding price limit of 6.737 billion yuan (excluding total tax). The tender size is about double that of last year.
It is worth mentioning that, according to relevant reports, the market has heard that Apple will launch the third-generation iPhone SE, which is expected to be mass-produced by the end of December this year and launched next spring. Apple positions it as “the cheapest 5G mobile phone in history”, and the industry expects the price to be lower than the starting price of the iPhone 12 at $699, which is expected to further increase the penetration rate of 5G .
Terminals and operators are working together to further stimulate the development of the 5G industry. In the link of the industrial chain, analysts are optimistic about the growth of the optical fiber link. Tianfeng Securities reported on the 9th that under the development of industries such as 5G and the Internet of Things and some stimulus measures, the optical fiber and cable industry is expected to usher in a strong recovery.
On the one hand, as the release of new production capacity of optical rods is coming to an end, the impact of the epidemic and the continuous decline in prices have bottomed out, and the production capacity on the supply side has gradually been cleared, and the market price of optical fiber has rebounded compared with the beginning of the year.
The growth rate of demand has further accelerated, which also reflects that under the large-scale construction of 5G and high traffic expansion and expansion, the demand for optical fiber and cable continues to grow rapidly, and analysts are optimistic about the future trend.
It is worth mentioning that before that, Vice Premier Liu He pointed out that “moderately advanced infrastructure construction” and Miao Wei, former minister of the Ministry of Industry and Information Technology, proposed that “a moderately advanced strategy should be adopted in the construction of communication infrastructure”, which is expected to further promote the sustainable development of the optical fiber and cable industry .
