6G行业深度报告（二）：6G发展新趋势，行业变革新探索

Investment Rating - The report maintains a positive investment rating for the communication industry, particularly focusing on the 6G development trend [8]. Core Insights - The report highlights that 6G has become a global focus for technological innovation, driven by economic, social, environmental, and technological factors. It emphasizes the potential of 6G to enhance productivity and efficiency in various sectors [5][23]. - The anticipated market for 6G is vast, with projections indicating over 100 billion terminal connections and monthly data traffic exceeding 10 trillion GB by 2040 [24][30]. - The report identifies key technological directions for 6G, including the integration of AI and communication, and the establishment of global standards [71][80]. Summary by Sections 1. 6G Development Trends - The report discusses the four main drivers of 6G technology: economic growth through digitalization, improved social services, environmental sustainability, and technological innovation [5][23]. - It predicts that by 2040, the number of 6G terminal connections will increase by over 30 times compared to 2022, with monthly data traffic growing by over 130 times [24][26]. 2. Satellite Communication Demand - The report notes that low Earth orbit (LEO) satellites are expected to play a crucial role in the 5G/6G era due to their advantages in cost, latency, speed, and capacity [6][50]. - China's "Thousand Sails Constellation" plan aims to deploy over 14,000 LEO satellites, enhancing the satellite communication industry [6][64]. 3. Standardization of Key Technologies - The report emphasizes the need for standardization in key technology directions for 6G, with major economies actively advancing their 6G research and development [6][71]. - It outlines the six major application scenarios for 6G, including immersive communication and ubiquitous connectivity [71][76]. 4. Investment Recommendations - The report suggests focusing on companies involved in the development of 6G technologies, including ZTE Corporation, Tongyu Communication, and others in the satellite internet and IoT sectors [7][19].