Industry Insights - The Ministry of Industry and Information Technology (MIIT) is set to issue the second batch of millimeter-wave private network frequency licenses, with more companies expected to receive licenses by the end of the year, covering various verticals such as ports, manufacturing, and power grids [1] - This issuance follows the granting of dedicated frequencies of 5.925GHz and 24.75GHz to China Commercial Aircraft Corporation in 2022, marking the second public authorization [1] - The new frequency approvals include both state-owned and private enterprises, with one being the first to apply 26GHz millimeter-wave 5G in actual production processes [1] - The release of these frequencies indicates the maturity of the domestic millimeter-wave 5G industry chain and is expected to initiate a wave of innovation led by industry enterprises [1] - The future mobile communication forum highlights that the 5G millimeter-wave spectrum, referenced by the 3GPP protocol, is crucial for the 5G-A era, offering richer spectrum resources compared to traditional sub-6GHz bands, enabling ultra-high bandwidth and low-latency transmission [1] Company Developments - Deli Technology focuses on soft and hard combined boards and LCP components, primarily catering to consumer electronics wearables and domestic and international 5G millimeter-wave demand clients [3] - Xinwei Communication possesses a 5G millimeter-wave antenna technology engineering laboratory in Shenzhen, with testing capabilities reaching an internationally leading level [4]

Group 1 - Huawei's Mate40 series (5G) smartphones now support 5G-A, while other products do not [1] - The Huawei nova14 ultra model also supports 5A speed, which enhances network stability and performance in congested areas [3] - 5G-A is an enhanced version of 5G technology, while 5A is a marketing term used by Huawei to denote advanced network capabilities [3] Group 2 - 5G-A, also known as 5.5G, is seen as a transitional phase towards 6G, improving bandwidth speed, latency, connection density, and positioning accuracy [4] - As of April this year, China has built over 4.395 million 5G base stations, with 5G applications integrated into 86 out of 97 categories of the national economy [4] - The higher-speed 5G-A network is expected to be piloted in various production and life scenarios, covering over 300 key cities nationwide by the end of the year [4]