5国已结盟，高市选好新战场，中方接下战书，日企全面退出5G基站

Core Viewpoint - Japan's telecommunications industry is facing a significant decline, particularly in the 5G infrastructure sector, as major companies like NEC and Fujitsu withdraw from hardware development, marking a comprehensive failure in this domain [2][4][21]. Group 1: Industry Overview - Japan's NEC announced the cessation of its 4G and 5G base station development, abandoning its goal of capturing 20% of the global market by 2030 [2]. - The overall market share of Japanese companies in the global telecommunications sector is less than 2%, in stark contrast to major players like Huawei (34%), Ericsson (26%), and Nokia (18%) [5][7]. - The inability of Japanese firms to compete has led to a shift in procurement strategies by domestic telecom operators, further exacerbating the decline of local manufacturers [7]. Group 2: Political Response - In response to its commercial failures, the Japanese government is attempting to leverage political alliances to counteract the influence of Chinese companies in the telecommunications sector [8][9]. - A "Global Telecom Alliance" has been formed, consisting of the US, Japan, the UK, Canada, and Australia, aimed at addressing issues related to AI, 6G standards, and cybersecurity, with a primary focus on countering China's dominance [9][11]. Group 3: Technological Strategy - The alliance is betting on the "Open RAN" technology, which aims to decouple hardware and software in telecommunications, allowing operators to mix and match components from different suppliers [11][13]. - This approach is seen as a way to bypass the hardware advantages of Chinese firms like Huawei, leveraging Western strengths in software and IT [11][13]. Group 4: Challenges and Market Position - The Open RAN technology faces significant implementation challenges, including system integration difficulties and compatibility issues among different vendors [15][16]. - In contrast, China maintains a leading position in the global 5G market, with a substantial number of base stations and a dominant share of core patents, holding nearly half of the global 5G core patent share [16][18]. - China's telecommunications industry is characterized by a complete and resilient supply chain, providing it with strong risk resistance capabilities [18][19].