In the recent period, the United States has repeatedly blocked Huawei, not only in the United States but also in countries around the world, forcing countries to abandon Huawei's 5G construction with the so-called "national security risk". Huawei launched a counterattack, capturing nearly half of the world's 5G orders, and 24 5G global orders were born. At present, Huawei has 28% of the global market share in the 5G field.
As 5G standards become more and more complete and related tests continue to advance, operators' attitudes towards 5G investment and deployment are also more active. The 5G commercial countdown has ushered in. The three major operators in China have spent tens of billions of dollars to get ready. The battle for the launch of 5G is becoming increasingly fierce. In terms of capital markets, the concept of 5G has also become a hot topic that has become very popular recently. In terms of institutional research, according to data, last week, a total of 94 listed companies in A-shares received a total of 929 institutional surveys. Investors' questions on 5G also increased significantly on platforms such as the Shenzhen Stock Exchange and Shanghai Stock Exchange. In the market outlook for 2019, the chief of the top 10 securities brokers' strategy pushes 5G concept stocks. In terms of investment strategies, many chief analysts believe that 5G investment opportunities have been identified.
How will China lead in the 5G era?
First-class companies sell patents, second-tier companies sell technology, and third-tier companies sell products. With more mobile phones sold and more mobile users, China has become an unquestionable mobile Internet "powerhouse" in the 3G and 4G era. However, the "high-pass tax" and the "pain of lack of cores" that every mobile phone manufacturer cannot get rid of has become an unspeakable pain for Chinese companies downstream in the industry chain.
In the 5G era, China's communication equipment manufacturers, chip manufacturers, operators and mobile phone manufacturers have a certain right to speak when participating in the formulation of standards. Take Huawei as an example. As early as 2009, Huawei has started pre-research on 5G technology and accumulated a lot of patented technologies. In 2016, the 3G-led 5G encoding technology solution vote, the Polar code, which Huawei has promoted and accumulated a large number of patents, obtained the control channel encoding mechanism. Although the LDPC code mainly promoted by Qualcomm still won the standard of the short and long code of the data channel, it has entered some technical standards and provided favorable conditions for subsequent patent applications.
The 5G era is considered to be a new fulcrum era for Chinese companies to break through the core technology of “clamping” and truly lead the upgrading of the information industry, driving changes in production and life across the region and economic growth.
Unlike foreign eyes on Chinese communications giants, the Chinese market continues to embrace global partners in the 5G era.
The 5G era, as an important technology to promote the next round of new economic growth, is still a highly competitive track in the global communications industry. In competition, seeking for mutual benefit and win-win situation is still an important trend.
5G market accelerates, giants scramble for layout
5G is a hot spot nowadays, and the market is paying close attention to it. With the coming of 5G commercialization, the smartphone industry that has entered a bottleneck period may usher in a new round of growth points, and various technology giants have also accelerated the layout of 5G chips. Will the Huawei incident affect China's 5G construction process? How should the enthusiasm of the capital market for 5G continue to rise?
Hua Yan Investment Fund Manager Fang Yan said in an interview with the private placement ranking network that the Huawei incident has not had a significant impact on China's 5G commercial process for the time being, but there is still a lot of uncertainty in the matter, and this uncertainty will increase. Capital market volatility. In the long run, as the maker of 5G standards, Huawei means that it has sufficient strength and right to speak. Various obstructions in the future may slow down the pace of global 5G construction, but its impact on domestic 5G construction is limited. As a new generation of mobile communication network, 5G's advancement is a breakthrough for the world, so 5G will bring more investment opportunities. In the long run, 5G applications are no longer just mobile phones. They will face future VR / AR, smart cities, smart agriculture, industrial internet, connected cars, driverless cars, smart homes, smart medical care, emergency safety, etc. The industry will benefit as a result.
Ma Cheng, Chairman of Juze Investment, believes that the gradual commercialization of 5G will gradually bring about the 5G replacement cycle. It is expected that around 2020-2021, the performance of the entire industry chain will be blown up. At the same time, the increase in communication speed and delay reduction brought by 5G commercial use will greatly enhance the development of intelligent driving technology, VR / AR, artificial intelligence and other technologies. The new technology will have a major breakthrough in 5G infrastructure and will bring new Industry growth points and business models.
Fan Bo, general manager of Bedrock Capital Investment Department, said that 5G has a medium and long-term development prospect and is a relatively promising industry. The industry is highly certain. If it is to be commercialized in 2020, there will definitely be many in 2018 and 2019. The standards were introduced. From 4G to 5G will be an inter-generational progress. Compared with 4G, 5G can achieve higher rates and lower latency.
Dongtuo Investment Wang Chunxiu introduced to the private placement ranking network. The investment market's enthusiasm for 5G continues to heat up. The 2019 meeting will be a critical period for 5G construction. It is expected to be commercialized in large scale in 2020. It is a good research layout node in terms of time. The Huawei incident will affect the pace of Huawei's participation in global 5G construction, and China's 5G construction process should continue to advance along existing policies.
