Core Viewpoint - The telecommunications industry is in a mature phase but is not stagnant, facing profound transformation driven by evolving user demands and technological advancements [1][3]. Industry Trends - The global telecommunications industry is experiencing slowed growth, with operators facing challenges such as user growth stagnation and declining ARPU (Average Revenue Per User) [3]. - The focus is on unlocking the commercial value of network capabilities as 5G deployment nears completion [3]. Emerging User Demands - New user groups, such as delivery riders, streamers, and esports players, are emerging with a strong demand for high-quality, low-latency, and customized connectivity services [3][5]. - These groups are becoming significant factors influencing the distribution of communication resources [3]. Smart Connected Vehicles - The development of smart connected vehicles emphasizes that autonomous driving should not solely rely on network connectivity; vehicles must possess independent perception and decision-making capabilities [3][5]. - While network connectivity can enhance auxiliary functions and information sharing, local intelligent systems' independence and security must be prioritized during critical driving operations [3][5]. Design Recommendations - The design of in-vehicle connectivity should separate cabin and vehicle connectivity needs, with cabin connections following a B2C model and vehicle T-BOX connections adhering to a B2B model [5]. - This "mutually independent, individually connected" design approach aims to enhance overall vehicle communication security and commercial efficiency [5]. Future Industry Trends - Four core trends for the industry's future were identified: 1. Understanding changes and capturing growth-oriented demands to drive growth 2. Utilizing systems engineering to stimulate high-definition video traffic supply and consumption, connecting every vehicle with 5G 3. Connecting all individual businesses through FTTR to seize opportunities in intelligent development [5]. - These trends are seen as critical pathways for operators to achieve business breakthroughs and sustained growth [5].
华为徐直军:自动驾驶不能依赖网络,产业增长需把握四大趋势
Nan Fang Du Shi Bao·2025-06-18 06:37