6G技术重大突破，如何赋能千行百业？机构看好三大投资方向

Core Insights - China has completed the first phase of 6G technology trials, establishing over 300 key technology reserves, with a focus on developing standards and industrial research during the 14th Five-Year Plan period, aiming for commercial applications around 2030 [1][2][3] Group 1: Technological Developments - The first phase of 6G trials has been completed, focusing on key technology directions [2][3] - A demonstration system for 6G has been developed, showcasing real-time wireless control with high demands for latency and stability [1] - The goal for 6G is to achieve air interface transmission latency as low as 100 microseconds and reliability of 99.99999% [1][2] Group 2: Industrial Applications - 6G is expected to replace critical control buses in industrial settings, laying the foundation for fully automated factories [2][3] - By 2030, 6G is projected to provide customized, immersive, and intelligent application services across various life scenarios [3] Group 3: Market Potential - The global 6G technology market is projected to grow from $1.66 billion in 2024 to $14.94 billion by 2030, with a compound annual growth rate of 43.98% [6] - By 2040, the number of global smart terminal connections is expected to exceed 12.16 billion, significantly increasing from current 5G levels [7] Group 4: Policy and Support - The Chinese government has initiated policies to support the integration of AI with 6G and other advanced technologies, promoting innovation and application in various sectors [4] - Local governments in Beijing and Shanghai are encouraging the development and application of 5G/6G technologies in industrial settings [4]