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中国通信产业链闭环成型!从芯片到应用,根本不怕美日卡脖子
Sou Hu Cai Jing· 2026-01-03 12:58
Core Viewpoint - The Chinese communication industry has transformed from reliance on foreign technology to establishing a complete domestic industrial chain, significantly reducing dependency on imports and enhancing self-sufficiency in key technologies [3][4][8]. Industry Development - The industry has evolved from a situation where high-end communication equipment was entirely imported to a robust domestic production capability, exemplified by the development of the first domestically produced large-capacity switching machine [3]. - The domestic chip industry has made significant breakthroughs, with companies like China Mobile's Chip Technology achieving over 90% localization in their new satellite and cellular dual-mode communication chip [4]. - The market size of China's chip industry is projected to reach 1.43 trillion yuan in 2024 and 1.62 trillion yuan in 2025, indicating strong growth and confidence in domestic chip production [4]. Equipment Manufacturing - Huawei and ZTE together hold approximately 40% of the global 5G base station market, showcasing their technological leadership [4]. - The market for optical modules in base stations is expected to reach 60.6 billion yuan in 2024 and nearly 70 billion yuan in 2025, highlighting the competitive strength of domestic companies [4]. - The PCB (Printed Circuit Board) market is projected to reach 433.3 billion yuan by 2025, reflecting a complete domestic supply chain from raw materials to manufacturing processes [4]. Network Infrastructure - China Tower's base station sharing model has reduced construction costs by over 30%, setting a global benchmark for efficiency [6]. - The total length of optical cable lines in China has exceeded 72 million kilometers, with widespread 5G base station deployment supporting various applications [6]. Application and Impact - Domestic communication technology has penetrated various aspects of life and production, including satellite communication features in smartphones and smartwatches, enhancing connectivity in remote areas [6][8]. - In industrial settings, 5G private networks have improved production efficiency by 20% and reduced equipment failure rates by 40% [6]. - The closed-loop nature of the domestic communication industry ensures resilience against international competition and potential supply chain disruptions [7]. Future Outlook - The formation of a closed-loop communication industry chain not only secures national information safety but also serves as a core support for the digital economy [8]. - With ongoing advancements in 5G-A and 6G technologies, the Chinese communication industry is expected to strengthen its global influence and competitive edge [8].
曾碾压华为的通信巨头:巨龙,去哪里了?
3 6 Ke· 2025-12-11 04:33
提起中国的通信企业,很多人都知道华为和中兴。 然而,在上世纪90年代,有一家通信公司——巨龙通信,它才是当时中国通信行业的领导者,华为、中兴也只能排在它身后。 1990年之前,国内的通信技术十分落后,高端通信设备几乎全靠进口,通信市场被日本、美国、瑞典、法国等七国企业垄断。 他们甚至还断言:到20世纪结束,中国都研发不出大容量程控交换机。 谁也没有料到,几年后,一个叫邬江兴的人,也就是后来巨龙通信的董事长,就成功研发出了HJD04机——国内首个自主研发的大容量程控交换机。 巨龙通信04机的成功面世,彻底改变了通信市场被垄断的局面,迅速成为了国内通信行业的领头羊。 如流星般出现的巨龙,成为了当初的民族之光。 令人遗憾的是,巨龙的辉煌并没有延续太久,没过几年,它就被华为、中兴等一众后来者赶超,直到新世纪到来之后,彻底消失在了大众视野中。 这期间到底发生了什么,让这条巨龙从浪潮之巅,沉入到深海里? 01 "上帝留下的最后一块蛋糕" 当时流传着一段顺口溜,描述外商来中国考察的情况:一问电话二问路,第三才是谈项目。 还有这么一件真事:澳大利亚外商到国内考察后,需要打国际长途回总部汇报,但那会儿我国至澳大利亚还没有国际电 ...