重大突破！这一万亿级市场，要来了

Core Insights - China has completed the first phase of 6G technology trials, establishing over 300 key technology reserves [1][2] - The future of 6G technology is expected to empower various industries, particularly in creating smart factories with precise wireless control [1][2] - The goal for 6G is to achieve ultra-low latency and high reliability, enabling seamless collaboration among industrial devices [2][3] Industry Development - During the 14th Five-Year Plan period, China will focus on 6G standard development and industrial research, with commercial applications expected to start around 2030 [2][3] - By 2035, 6G is projected to achieve large-scale commercial deployment, potentially creating a trillion-yuan industry [3] - The 6G technology trials are divided into three phases: key technology trials, technical solution trials, and system networking trials [3] Policy Support - The Chinese government has initiated policies to support the integration of AI with 6G and other advanced technologies [4] - Local governments, such as in Beijing and Shanghai, are promoting the application of 5G/6G technologies and encouraging innovation in related fields [4][5] Market Potential - By mid-2025, China is expected to hold approximately 40.3% of global 6G patent applications, leading the world [5] - 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% [5] - By 2040, the number of global smart terminal connections is expected to exceed 12.16 billion, significantly increasing from current 5G levels [6] Investment Opportunities - Investment in 6G is anticipated to focus on expanding terminal connections, upgrading functionalities, and enhancing commercial value [6] - Companies involved in traditional communication equipment, as well as those in emerging applications like vehicle networking and IoT modules, are expected to benefit from 6G developments [6]