6G标准化进入关键阶段！上交所未来产业沙龙展望产业发展趋势

Core Viewpoint - The development of 6G is seen as a crucial engine for the digital economy, expected to drive explosive growth in the global digital economy market and serve as an important driver for China's economic growth [2][8]. Group 1: 6G Development and Standards - 6G is entering a critical phase of standardization, with the first version of the 6G standard expected to be completed by 2029 [5][7]. - The International Telecommunication Union (ITU) plans to start research on 6G performance requirements in 2024, aiming to release the 6G standard by 2030 [5]. - China has initiated 6G research since 2018, establishing an innovation system that integrates government, enterprises, and academia, positioning itself in the international first tier of 6G development [3][7]. Group 2: Technological Advancements and Applications - Compared to 5G, 6G will introduce three major application scenarios: perceptual communication, integration of artificial intelligence and communication, and integration of space and terrestrial networks [4]. - 6G is expected to significantly enhance communication performance, enable multi-factor integration, provide on-demand services, and achieve comprehensive coverage [4]. Group 3: Industry and Market Dynamics - The 6G industry is characterized by its frontier nature, long cycles, and deep cross-industry integration, necessitating collaboration among various stakeholders [12]. - The industry requires "institutional-level support" from the capital market, with suggestions to prioritize support for 6G and related technologies [11]. - Over 20 listed companies in the Shanghai market are closely related to the 6G industry, covering critical areas from RF chips to terminal operations [12][13]. Group 4: Challenges in Commercialization - 6G commercialization faces several challenges, including the exploration of application demands, challenges in standardization, and gaps in industrial capabilities [10]. - The transition from standard formulation to commercial deployment involves multiple critical stages, and the current phase is still in "experimental verification" [10].