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超宽带产业加快创新跃迁
Zhong Guo Jing Ji Wang· 2025-10-16 08:24
Core Insights - The ultra-broadband industry is transitioning from "ultra-broad" to "intelligent ultra-broad" in the AI era, emphasizing the need for operators to enhance experience assurance, extend services into digital intelligence, and accelerate network intelligence to seize opportunities for new growth [1] Group 1: Depth Transition - The depth transition involves moving from "selling bandwidth" to "co-defining experience," creating a new paradigm for experience monetization. Operators can leverage "network + AI" to ensure optimal experiences for key applications like AI cloud gaming and 4K live streaming, transitioning experience management from user-level to application-level [2] - Huawei's AI WAN solution has helped a prominent Thai operator establish application-level experience assurance capabilities, launching application acceleration packages for gaming, remote work, and live streaming, significantly enhancing ARPU [2] Group 2: Breadth Transition - The breadth transition extends from connectivity to digital intelligence and computing services, broadening commercial boundaries. Operators are evolving from "home network providers" to "home intelligent service providers" by utilizing over 1 billion home gateway interfaces [2] - Huawei has developed a new AI smart home device that supports voice interaction and rapid deployment of home intelligence, aiding operators in expanding smart home services and increasing ARPU by 60% [2] Group 3: Height Transition - The height transition shifts from ticket-driven operations to intelligent guardianship, revolutionizing network operations. Operators can break through the limits of network intelligence, achieving L4-level high-order self-intelligence and transforming from ticket-driven to intelligent guardianship [3] - For small and medium enterprises, operators can create unified management platforms based on FTTO to provide video, IoT, and other digital services, facilitating enterprise intelligence [3] - For large enterprises, the Wi-Fi sensing integration moves from connectivity to perception, enabling operators to tap into new growth opportunities in the enterprise market [3]