5G-A商用跑出“加速度”

Core Insights - The report highlights significant advancements in the development of next-generation communication technologies, particularly the successful testing and validation of 5G-Advanced (5G-A) and the initiation of 6G technology trials [1][2] - By the end of 2024, over 300 cities in China are expected to have 5G-A network coverage, marking a steady progression towards large-scale commercial deployment [1][3] - 5G-A is being integrated into various industrial applications, enhancing efficiency and quality in sectors such as manufacturing and logistics [1][2] Group 1: Commercialization and Applications - 5G-A represents a critical phase in the transition from 5G to 6G, featuring revolutionary breakthroughs such as millisecond-level latency and multi-gigabit speeds, with only a few countries like China and the UAE achieving commercial deployment [2][3] - The application of 5G-A is expanding into low-altitude economies, smart driving, and satellite communications, providing reliable connectivity for various scenarios including aerial logistics and drone operations [2][3] - As of June, over 30 provinces in China have launched main packages for 5G-A, with user numbers exceeding 10 million, indicating a growing adoption of this technology [3][4] Group 2: Industry Development and Collaboration - The development of 5G-A is fostering a cluster-based growth trend within the industry, with major telecom operators collaborating to build approximately 70,000 5G-A base stations, which in turn supports the upstream and downstream supply chains [4][5] - Companies like Huawei are driving innovations that integrate 5G-A with AI, enhancing the synergy within the industry and promoting a comprehensive ecosystem for technology, application, and industry collaboration [4][5] - The expansion of 5G-A coverage is leading to differentiated demand across various scenarios, such as drone communication and low-altitude hubs, which is accelerating the formation of specialized market segments [5][6] Group 3: Future Outlook and Challenges - The ongoing development of 5G-A is expected to create a multi-trillion yuan industry scale, becoming a significant engine for economic growth in China [3][4] - However, challenges remain, including spectrum management, interference control, and the need for innovative business models to fully realize the potential of 5G-A [6]