中经评论：5G遇冷了吗

Core Insights - The number of 5G mobile phone users in China reached 1.193 billion by the end of November, with a net increase of 179 million users compared to the end of the previous year, accounting for 65.3% of total mobile phone users [1] - Despite the growth in 5G users, skepticism remains regarding its utility, with some arguing that 5G has cooled off and is unnecessary [1][2] - The skepticism is primarily driven by two factors: cost and perception. The higher costs of 5G devices and plans compared to 4G, along with a lack of compelling applications that demonstrate 5G's advantages to consumers, contribute to the reluctance to upgrade [1][2] Cost Factors - 5G devices are more expensive due to higher costs in core components, patents, design, and manufacturing compared to 4G devices [1] - Although 5G plan prices have been reduced, the cost-benefit ratio compared to 4G remains unclear for many users, leading to a lack of motivation to switch [1][2] Perception Factors - Most users' communication needs are met by 4G, making it difficult for them to perceive the advantages of 5G, such as high bandwidth and low latency [2] - The majority of 5G applications are industry-focused, with only 20% targeting personal consumption, which diminishes the perceived value for average consumers [2] Industrial Impact - In the industrial sector, 5G is transforming production models, enhancing efficiency and resource utilization in smart factories, and enabling remote diagnostics through AR technology [3] - Data shows that 5G-enabled factories in China have seen a 25% increase in average production capacity, a 21% improvement in product quality, and a 19% reduction in operational costs [3] Societal Benefits - 5G is creating new possibilities in various sectors, including healthcare, education, transportation, and agriculture, by enabling remote surgeries, equitable education access, and precise agricultural monitoring [3] Technological Foundation - 5G serves as a foundational technology for other advanced technologies, such as AI and AR/VR, requiring its high-speed, high-bandwidth, and low-latency capabilities [4] - The development of 6G relies on the groundwork laid by 5G in network architecture and spectrum resources [4] Long-term Perspective - The skepticism surrounding 5G mirrors past doubts about 4G, which only gained recognition after the emergence of transformative applications [4] - The transition from a construction boom to a focus on application development indicates a rational shift in the 5G landscape, with ongoing efforts to enhance network coverage, reduce costs, and expand application scenarios [4]