nūhou

Ua hoʻololi ʻia ka hoʻopukapuka 5G mai ka hoʻopukapuka lawe ʻia i ka hoʻopukapuka ʻana i nā mea kūʻai aku, me ka nānā ʻana i nā mea hoʻohana, nā mea hoʻolako nui, kamaʻilio optical a me RCS a me nā ʻāpana ʻē aʻe o nā manawa hoʻopukapuka.Manaʻo ʻia ʻo ka huina o ka hana 5G i ka makahiki 21 ma waena o 1 miliona a me 1.1 miliona mau kikowaena, a ʻo ka nui o ka hoʻolilo kālā makahiki o nā mea hana nui ʻekolu + lekiō a me ke kīwī e manaʻo ʻia ma kahi o 400 biliona yuan.Manaʻo ʻia nā mea hoʻohana nui ʻekolu e haʻalele i ka manawa paʻakikī o ka hoʻololi ʻana i waena o nā hanauna, a aia i loko o kahi pōʻino honua mai ka manaʻo loiloi.ʻO ka mea hoʻolako mea hana koʻikoʻi ka pahuhopu hoʻopukapuka makemake o 5G i kēia manawa.Manaʻo ʻia e hoʻolohe i ka module optical digital a me ke alakaʻi chip optical ma lalo o ka hoʻokele waiwai kiʻekiʻe o ka mākeke kamaʻilio optical.Aia nā noi a me nā kikowaena 5G i ka wā hānai.E noʻonoʻo mākou i nā manawa hoʻopukapuka o nā mea lawelawe ékological RCS i lawe ʻia e ka hoʻolaha piha ʻana o nā memo 5G.

21 He makahiki nui nō ka mākeke hoʻopukapuka ao o Kina, me ka manaʻo e pili ana i ka ʻōnaehana kapuaʻi a me nā manawa hoʻolimalima SaaS.

1) IaaS: Ke hoʻomau nei nā mea kūʻai kapuaʻi nui i ka hoʻonui ʻana i ka hoʻolimalima kālā, me ka FAMGA's YoY 29% a me BAT's YoY 47% i ka q3 2020. Manaʻo ʻia e hoʻolohe i nā mea kūʻai aku ʻo IaaS a me nā mea kūʻai ulu me nā pono ʻokoʻa.

2) IDC: Aia ka mākeke IDC OVERALL ma Kina i ka manawa o ka ulu wikiwiki, a ke manaʻo ʻia nei ka CAGR ma kahi o 30% i nā makahiki ʻekolu e hiki mai ana.ʻO ka hoʻonui ʻia ʻana ke ala kumu no ka ulu ʻana o nā mea hana IDC.Manaʻo ʻia e hoʻolohe i nā alakaʻi IDC ʻaoʻao ʻekolu ma nā kūlanakauhale papa mua me nā pono waiwai.

3) Server: Ma hope o ka hoʻoponopono ʻana i ka papa inoa pōkole o H2 i 2020, manaʻo ʻia ʻo Q1 ma 2021 e hoʻolauna i ke kauwela India a mālama i kahi kiʻekiʻe o ka pōmaikaʻi i ka makahiki.

4) SaaS: Aia nā mea hana SaaS kiʻekiʻe o Kina i ka wā hoʻololi koʻikoʻi.ʻO nā mea hana alakaʻi e uhaki i nā mea kūʻai aku ma o ka hoʻomohala ʻana, a hoʻonui i nā mea kūʻai waena, a wehe i ka TAM e lawe mai i ka waiwai a me ka hoʻomaikaʻi ʻana.

Ua oʻo ka hoʻonaʻauao ʻana i ka mākeke ʻoihana ʻo SaaS, mālama ʻenehana, koi ʻokoʻa kūloko a me ke kākoʻo kulekele pili i kahi.

ʻO ka Pūnaewele o nā mea i ka pae ʻana i ka ʻoihana, e kālele ana i nā manawa hoʻopukapuka kūwaho ʻekolu.Ma lalo o ka leo ʻekolu o ka hoʻohui maʻamau, ka hoʻohui ʻenehana a me ke komo ʻana o ke kanaka nunui i ke keʻena, ua hoʻokokoke ka Internet of Things i ka pae ʻoihana mai ke ʻano o ka manaʻo a me ke ʻano kulekele.ʻO nā makahiki ʻelima e hiki mai ana ʻo ia nā makahiki ʻelima no ka Internet of Things e hoʻonui i ka pilina.ʻO ka mea mua e pōmaikaʻi ai, ʻo ia ka sensor, chip, module, MCU, terminal a me nā mea hana ʻenehana ʻē aʻe, ua hoʻopaneʻe ʻia ke kahua a me ka pōʻai kūʻai waiwai lawelawe.Ma ka pae noi, e nānā i ka pūnaewele pili kaʻa, ka home akamai, ka Internet satellite a me ka pae mua ʻana o ka hiʻohiʻona ʻāpana nui, me ka ʻike ʻoihana pehea, ʻo ka nui o ka pilina a me nā pono ʻike ʻikepili o nā mea pāʻani e lilo i mea lanakila nui loa.

ʻO "Intelligence" ka pae koʻikoʻi ma ka ʻāpana kaʻa naʻauao, a ʻo ka manawa nui ma ke kaulahao lako. Manaʻo mākou e piʻi ka nui o ka mākeke kaʻa kaʻa kaʻa kaʻa o Kina mai 200 biliona yuan i 2020 a i 1.8 trillion yuan i 2030, me ka piʻi ʻana o ka ulu ʻana o 25%.Ua piʻi ka awelika o nā kaʻa kaʻa i lawe ʻia e ka naʻauao mai 10,000 yuan a i 70,000 yuan.A puni ka laina nui o ka naʻauao, manaʻoʻiʻo mākou pono mākou e hopu i nā nalu ʻekolu mai ke kaulahao lako i ka oEMS i nā noi a me nā lawelawe.I ka nalu mua, manaʻo mākou e pili ana i ka piʻi ʻana o ke kaulahao lako o Kina i ka wā o ka ʻike automotive.Manaʻo mākou mai nā ʻano ʻekolu o ka hoʻonui honua, ka hoʻololi ʻana i ka localization a me ka shuffle kaapuni hou, e kālele ana i ke kaapuni i hoʻokaʻawale ʻia me nā wahi hoʻonui nui a me ka waiwai paikikala kiʻekiʻe, ka mea i hoʻokumu i ke alakaʻi ʻoihana o nā pale hoʻokūkū.

1.recovery a me ka manaʻo

Ke neʻe nei ka mākeke 5G mai ke kaulahao ʻoihana lako i ka ʻoihana ICT e kū nei.ʻO ka hoʻopukapuka kālā ma ka ʻoihana kamaʻilio ma 2020 piha i nā pilikia.Ua hāʻule ka helu kamaʻilio (Shen wan) i ka 8.33%, ʻo ka emi ʻana ma ka mua o ka pā holoʻokoʻa.Ma kekahi ʻaoʻao, ʻo ka piʻi ʻana o ka hakakā kālepa ma waena o Kina a me ʻAmelika Hui Pū ʻIa a me ka hoʻomaikaʻi ʻana o ka huawei embargo ua hoʻokumu i kahi kaomi ma luna o ka pā;Ma ka ʻaoʻao ʻē aʻe, me ka hoʻolaha ʻana o 5G, ua hoʻoponopono ka mākeke i kekahi o nā manaʻolana kiʻekiʻe i hoʻokumu ʻia i nā makahiki ʻelua i hala.

ʻOiai, ʻike mākou i kekahi mau māhele e hana maikaʻi ana. ʻO nā kamaʻilio kūikawā pūʻali koa, ka lekiō antenna, ka pūnaewele o nā mea i hoʻonui ʻia ma mua o 20%;ʻO nā modules Optical a me nā ʻāpana, ke kamaʻilio ukali a me ka hoʻokele ʻana, hoʻonui ʻia ke ao ma mua o 40%;Ua piʻi aʻe ka wikiō Cloud ma mua o 100%, ʻoi aku ka 171% no ka makahiki.Mai ke kūlana, aia nō hoʻi ke kūlana o nā hui kamaʻilio ma kahi kūlana haʻahaʻa haʻahaʻa.

I ka manawa 3G, aia ka lakene kuleana o nā hui Shenwan Communication ma waena o 4% -5%, a i ka manawa 4G, aia ka ratio shareholding o nā hui Shenwan Communication ma waena o 3-4%, aʻo ka ʻikepili hou loa o Q3 e hōʻike ana i ka ʻae ʻana. ʻO ka ratio o nā hui Shenwan Communication he 2.12% wale nō.

Manaʻo mākou ʻo ka hoʻokaʻawale ʻana o ka mākeke papa a me ka hoʻohaʻahaʻa mau ʻana o nā kūlana o nā keʻena ma ka pā kamaʻilio e hōʻike ana i ke ʻano pahuhopu o ka hoʻohui ʻana i waho, ka ʻokoʻa kūloko a me ka hoʻololi ʻana i ke kaulahao waiwai o ka ʻoihana kamaʻilio.Ma kekahiʻaoʻao, ke hoʻohui mau nei ka ICT a me nāʻoihana kuʻuna, a ua liloʻo ICT i mea hoʻolālā o nāʻoihana a pau, e wikiwiki ana i ke kaʻina hana digitalization o nāʻoihana a me nāʻoihana a pau.

Ma ka ʻaoʻao ʻē aʻe, ua hoʻomaka ka ʻoihana kamaʻilio e māhele i ʻelua mau ʻāpana, ʻo ka "kahiko" a me ka "hou", ʻo ia hoʻi ke kaulahao ʻoihana kamaʻilio kuʻuna a me nā ʻāpana waiwai hou e like me ka Internet of Things a me ka hoʻopili kapuaʻi."Kahiko" hapa pōʻaiapuni, "hou" hapa ulu.Hōʻike ka ʻoihana hana ʻenehana kamaʻilio kuʻuna i kahi cyclical ikaika, ʻo kāna hana hana e hoʻopilikia nui ʻia e ka hoʻolimalima kālā o nā mea hana.

I ka manawa like, ʻo ka Internet of Things a me ka cloud computing, i hoʻokaʻawale ʻia i ka ʻoihana kamaʻilio, aia i ka ulu wikiwiki o ko lākou pōʻai ola a liʻiliʻi loa i ka hoʻololi ʻana o nā hoʻolilo kālā o nā mea hana.ʻO ke kumu nui ʻo ia ka hoʻomaka ʻana o nā huahana a me nā ʻenehana i loko o kēia mau sub-industries e laha a komo mai ka ʻoihana kamaʻilio i nā ʻoihana ʻē aʻe, no laila e wehe ana i kahi mākeke hou.

Mai ka manawa lōʻihi, e nānā ana i ka pōʻaiapuni 4G, ʻo ka waena a me ka haʻahaʻa o ke kaulahao ʻoihana e pōmaikaʻi i ka huli ʻana, a ua hoʻoneʻe mālie ʻia ka pōʻai 5G mai ke kaulahao mea hoʻolako lako i ka ʻoihana ICT hanauna hou.ʻO ka pōʻai kālā 4G he kauoha maopopo, nā mea hana hoʻolālā hoʻolālā upstream e like me Guomai Technology, nā mea hana antenna rf e like me Wuhan Fangu i alakaʻi i ka piʻi ʻana, a laila i ZTE, Fiberhome kamaʻilio a me nā mea lako lako ʻē aʻe, a laila i ka downstream cloud computing, Internet o nā mea a me nā noi ʻē aʻe.I ka wā 5G, ua hoʻoneʻe ʻia ka māhele waiwai o ke kaulahao ʻoihana mai ke kaulahao mea hoʻolako lako i ka ʻoihana ICT hou.ʻO ke alakaʻi o ka IDC Baoxin Software a me ka Internet of Things module leader Yuyuan Communication ua ʻike i ka piʻi nui.

I ka manawa like, e ʻike ʻo 2020 i ka wikiwiki i ka hoʻoponopono hou ʻana i ka pae honua ICT lako ma muli o ka hopena o ka maʻi maʻi a me ka geopolitics.I ka pane ʻana o nā ʻāina a me nā ʻāina i ka hoʻokaʻawale ʻana a me ka hoʻopau ʻana i ka maʻi maʻi, ua koi ʻia ke kaulahao ʻoihana ICT, i paʻa i ka wā lōʻihi i ka wā i hala.ʻO ka hoʻomohala ʻana o ka ʻoihana 5G e pili ana i ka geopolitics, a ʻo nā ʻano ʻelua o "de-C" i alakaʻi ʻia e ke aupuni US a me "de-A" i alakaʻi ʻia e nā hui Kina e hele pū ana.

Ke nānā nei i mua, e hoʻomau ʻia ka hoʻohui ʻana a me ka hoʻokaʻawale ʻana o ka ʻoihana a me ke kūkulu hou ʻana i ke kaulahao hoʻolako, a ʻo ka pā kamaʻilio e hiki mai ana e lilo i mākeke kūkulu.ʻO ka hoʻopili ʻana i kekahi mau ʻano ʻoihana a me ka ulu ʻana me nā ʻoihana nui ke ala maikaʻi loa e hoʻoponopono ai i nā hemahema macro waho.Me ka hiki ʻana mai o ke koho balota ʻAmelika, ua nāwaliwali ka hopena marginal o nā kumu macro e like me geopolitics ma ka mākeke o 5G a me ka ʻāpana kamaʻilio, ʻoiai ʻo ke ʻano o ka ʻoihana meso a me ka hoʻokele micro company ua lilo i mea ikaika e hoʻoholo ai i ka hana o ka wā e hiki mai ana.I ka makahiki 2021, e neʻe ka noʻonoʻo ʻana o ka ʻoihana kamaʻilio mai luna a lalo a luna.Ma ke kikowaena o 5G, cloud computing a me Internet of Things, manaʻo mākou e pili ana i nā manawa hoʻopukapuka o ke alakaʻi ʻana i nā ʻoihana ICT me ka haʻahaʻa haʻahaʻa a me ka ulu kiʻekiʻe o kēlā me kēia māhele.

2. ka hoʻololi ʻana o ka hoʻopukapuka 5G mai ka hoʻopukapuka hoʻokele i alakaʻi ʻia i ka hoʻohana ʻana i ka mea kūʻai aku, e kālele ana i nā mea hoʻohana, nā mea kūʻai lako nui, kamaʻilio optical a me nā manawa hoʻolimalima RCS ma nā ʻāpana.
ʻIke mākou i nā hoʻopukapuka 5G-themed e ulu ana i ʻekolu nalu.ʻO ka nalu mua e alakaʻi ʻia e ka hoʻokele waiwai o ka mea hoʻohana, e kālele ana i ke ʻano a me ka hoʻololi ʻana o ka hoʻololi ʻana o ka hoʻolilo kālā o ka mea hana;ʻO ka nalu ʻelua e alakaʻi ʻia e ka mea kūʻai aku, e kālele ana i ka hāʻawi ʻana i ka waiwai o ke kaulahao o nā ʻoihana alakaʻi a me nā ʻoihana ICP;ʻO ke kolu o ka nalu o ka ʻoihana a me ka hoʻokele waiwai ʻoihana, e kālele ana i ka ʻoihana ʻāpana nui e like me ka Pūnaewele, ka hana ʻana, ka ikehu, ka mana a me nā ʻoihana ʻē aʻe i ka holomua digital a me ke alakaʻi ʻana i ka ʻoihana hoʻokele waiwai.

Aia ka ʻāpana 5G i kēia manawa i ka nalu mua o ka hōʻoia ʻana i ka hana a me ka nalu lua o ka hoʻololi ʻana i ke kumuhana.Ua neʻe ka nalu mua o ka mea hoʻohana i nā mea hoʻohana i ka mākeke kaulahao lako mai nā manaʻolana i ka pae hōʻoia hana, a ua hoʻomaka ka nalu ʻelua o nā noi a me nā mākeke lawelawe.

Manaʻo mākou ʻaʻole e holomua ka holomua holoʻokoʻa o ka 5G e like me ka wā o 4G, akā e hoʻomau mau ia i mua.Manaʻo ʻia ʻo ke kūkulu makahiki 5G ma waena o 1 miliona a me 1.1 miliona mau kikowaena, e helu ana ma kahi o 70% o ka huina honua.Ma waena o lākou, manaʻo ʻia nā mea hana nui ʻekolu e kūkulu ma kahi o 700,000 mau kikowaena, a ua manaʻo ʻia nā lekiō a me ke kīwī e kūkulu ma kahi o 300,000-400,000 mau kikowaena.Manaʻo ʻia ʻo ka hoʻolimalima kālā o nā mea hana nui ʻekolu i 21 mau makahiki e mālama i ka ulu haʻahaʻa ma ke kumu o 20 mau makahiki, ʻo ka piʻi ʻana ma kahi o 10%, me ka hoʻopukapuka hou o 30 biliona lekiō a me ke kīwī, ka huina kālā makahiki. ʻo ka lilo ma kahi o 400 biliona.

Ke nānā nei mākou i mua o 2021, manaʻo maikaʻi mākou e pili ana i ka hana o nā mea hana, nā mea hana nui, ka kamaʻilio optical a me nā ʻāpana ʻē aʻe i loko o ka makahiki.Eia nō naʻe, manaʻo mākou e hoʻolohe i nā manawa hoʻopukapuka ma RCS, ʻo ka hanana pāʻoihana nui mua o 5G.

2.1 E nānā i nā manawa hoʻolimalima holoʻokoʻa ma ka ʻāpana o ka mea hoʻohana i 21 mau makahiki

I nā makahiki 21, manaʻo ʻia nā mea hoʻohana e haʻalele i ka manawa paʻakikī o ka hoʻololi intergenerational.E pili ana i ka manawa hoʻololi waena o 2G-3G a me 3G-4G, pono nā mea hoʻohana e hoʻonui i nā lilo kālā no ka hoʻomaikaʻi ʻana i ka pūnaewele.I kēia manawa, pono ka ulu ʻana o nā lawelawe hou i kahi manawa o ka mahiʻai a me 1-2 mau makahiki o ka wā hoʻololi hana.Ke hoʻohālikelike ʻia i ka pōʻai 4G, ʻoi aku ka haʻahaʻa o ka hoʻopukapuka ʻana o 5G, a ʻaʻole ʻike ka hoʻolimalima kālā o nā mea hana nui ʻekolu i ka ulu wikiwiki o ka manawa 3 a me 4G i 21 mau makahiki.Ma ke ʻano o Capex/Revenue, ʻo 41% ka kiʻekiʻe no 3G a me 34% no 4G, a ke manaʻo nei mākou aia ma kahi o 27% no 21, me ka hoʻopiʻi ʻana o ka hoʻolimalima kālā.

Ua hoʻomaka ka waiwai ARPU o nā mea hana nui ʻekolu e hoʻopaʻa a hoʻōla hou.I kēia manawa, ua ʻoi aku ka nui o ke kelepona kelepona 5G ma mua o 70%, ʻoi aku ka wikiwiki o ka hoʻolaha ʻana o 5G ma mua o 4G, ʻoiai inā ʻaʻohe ʻoihana pepehi kanaka 5G 2C i ka wā pōkole, ua hoʻohuli ʻia ka emi ʻana o ka waiwai ARPU.

Ma ke ʻano o ka loiloi, ʻo ka H-share o nā ʻoihana nui ʻekolu o Kina i loko o kahi pōʻino honua.Ma keʻano o PE, PB a me EV/EBITDA, aia nā H-share o nā mea hoʻohana nui ʻekolu i ka pae haʻahaʻa i hoʻohālikelike ʻia me nā mea hoʻohana nui honua.Ke manaʻoʻiʻo nei mākou ʻo ka hoʻoholo hou ʻana a NYSE e kāpae i nā adR o nā mea hoʻohana nui ʻekolu e loaʻa i ka hopena liʻiliʻi loa i kā lākou hana a me ka hana waena - i ka hana kumukūʻai kaʻana lōʻihi.I kēia manawa, ʻo nā mea hoʻohana nui ʻekolu, ʻoi aku ka nui o nā kumukūʻai ʻo H, ua ʻōlelo ʻia nā mea hoʻopukapuka e hoʻonohonoho ikaika.
ʻO 2.2 ʻO nā mea kūʻai aku ʻoihana nui ka mea i makemake ʻia e 5G i 2021
ʻAʻole e hoʻololi ʻia ka māhele mākeke honua o ZTE.ʻAʻole ʻike ʻia ka ʻoihana hoʻokele a Huawei i kahi pilikia nui o ka outage, ke manaʻo nei ka mākeke uila honua e piʻi i luna o 40 pakeneka i 20 mau makahiki.Ma lalo o ka manaʻo ua paʻa ka embargo no ka manawa lōʻihi, e hāʻule mālie ka mākeke ma kahi o 30% ma muli o nā pilikia hāʻawi chip.

ʻO ka māhele mākeke o Huawei ma waho e hana nui ʻia e Ericsson, nona ka māhele mākeke e manaʻo ʻia e hoʻopaʻa ʻia ma kahi o 27 pākēneka i nā makahiki ʻekolu e hiki mai ana, a me Nokia.Manaʻo ʻia ka hāʻule ʻana o ka mākeke Nokia ma kahi o 15 pakeneka ma muli o kāna hana maikaʻi ʻole ma Kina.

E pili ana i ka wā 4G, manaʻo mākou ʻaʻole hiki ke hoʻomau ʻia ka lele ʻana o ka mākeke uila uila honua a Samsung i ka pae mua o ka hana 5G.Ma hope o 2020, e like me kāna māhele mākeke nui (South Korea, ʻAmelika ʻAmelika, a me nā mea ʻē aʻe) e emi mālie i ka mākeke honua, e hāʻule koke ka mākeke ma kahi o 5%.Manaʻo ʻia ʻo Zte ʻo ia ka mea kūʻai aku i ka mea kūʻai nui me ka ulu ʻana o ka mākeke mākeke i nā makahiki ʻekolu e hiki mai ana.ʻO ka nui o ka hale kahua kahua 5G o Kina i kēia manawa ma kahi o 70 pakeneka o ka mākeke 5G honua.

Manaʻo ʻia e ulu mau ka mākeke o Zte ma Kina ma hope o 21 mau makahiki. Ma ka manawa like, manaʻo mākou e hoʻonui ka ʻoihana i kāna ʻāpana ma hope o ka hoʻonui ʻana o ka mākeke 5G o waho i 21 mau makahiki, a ua manaʻo ʻia e piʻi aʻe ka mākeke honua o ka hui e 3-4PP i kēlā me kēia makahiki i nā makahiki ʻekolu e hiki mai ana ( 21-23).ʻO ka hui Bullish e lilo i ka manawa 5G o ka māhele mākeke ʻoihana ʻoihana honua e hoʻihoʻi hou i ka mea pōmaikaʻi nui, ʻōlelo ʻia nā mea hoʻopukapuka e hoʻolohe pono.

2.3 Ke ulu nei ka mākeke kamaʻilio optical.Manaʻo ʻia e hoʻolohe i ka module optical communication digital a me ke alakaʻi chip optical

Ma lalo o ka resonance o ka noi kikowaena data 5G +, ke manaʻoʻiʻo nei mākou e mālama ka mākeke kamaʻilio optical i kahi boom kiʻekiʻe i ka wā e hiki mai ana, a ke manaʻo ʻia nei ka ulu ʻana o ka mākeke module optical honua i ka ulu ʻana o ka ulu ʻana ma mua o 15% i 21-22 makahiki. .

ʻO ka ulu ʻana o nā modules optical i ka mākeke telecom e ʻano haʻahaʻa, a ʻo ka piʻi nui e hele mai ana mai ka mākeke kikowaena data.Manaʻo ʻia e hoʻomaka koke ʻia nā modula optical 400G i nā makahiki ʻekolu e hiki mai ana.Wahi a ke ala 100G, manaʻo ʻia e pālua ka hoʻouna ʻana i nā makahiki 21-22.Manaʻo ʻia e kālele i nā ʻoihana alakaʻi me ka pono o ka neʻe mua, e like me Zhongji Solechuang a me Xinyisheng.

I kēia manawa, ma ka upstream optical chip field, ke kūʻai aku nei i kēia manawa ma kahi o $ 3.85 biliona, a e piʻi aʻe i $ 8.85 biliona e 2025, me ka ulu ʻana o ka hui 5 makahiki o 18%.I loko o ka pōʻaiapili o ka market unahiʻo hoʻonui a me ka home pani acceleration, ka domestic optical chip alakai ua manaoia e holo i waho, ua manaoia e hoʻolohe i Xi 'an Yuanjie (ʻaʻole i heluʻia), Wuhan Sensitive kumu (ʻaʻole i heluʻia), Shijia Photon, etc.

2.4 5G mau noi a me nā kikowaena i ka manawa incubation, a e hoʻolohe mākou i ka hoʻomohala pāʻoihana o nā memo 5G

E hoʻomaka ana nā noi a me nā lawelawe e pili ana i ka 5G, a ʻo ka memo 5G ka palapala noi 5G mua loa i ka ʻāina.ʻO ka nūhou 5G ka lako pololei o ka hoʻololi ʻana mai 4G a i 5G.Ma ke ʻano he alakaʻi o ka ʻoihana, ʻoi aku ka nui o nā mea hana e hoʻolaha i ka kūleʻa o kā lākou ʻoihana.I ka wā e hiki mai ana, e hoʻopili nā mea hoʻohana i ka kaiaola a me ka lawelawe i ʻekolu mau ʻanuʻu, a manaʻo ʻia ka nānā ʻana e hoʻolaha i ka mākeke SMS kuʻuna o 40 billion a 100 billion scale;I ka wā e hiki mai ana, e hoʻohui ʻia nā ʻenehana ICT hou e like me ke ao, ka ʻikepili nui a me AI.E ʻike nā lawelawe memo 5G o nā mea hoʻohana i ka hoʻololi ʻana o ka paepae memo, a hiki i ka mākeke ke piʻi i 300 biliona yuan.Manaʻo ʻia ka nūhou 5G i 21 mau makahiki Q1 hiki ke kūʻai piha ʻia, e kālele ana i ka ʻōlelo aʻoaʻo o ka RCS ecological service provider investment opportunities.

3. Cloud computing — ʻo 2021 ka makahiki o ka hoʻopili ʻana i ke ao, manaʻolana e pili ana i ka IDC a me ka pōmaikaʻi o ka server.

3.1 ʻO ka hui ao o Kinaaia ka ting i kahi wā o ka ulu wikiwiki ʻana

Ke hoʻohālikelike ʻia me ʻAmelika Hui Pū ʻIa, ua haʻalele ʻo Kina ma hope o ʻAmelika Hui Pū ʻIa ma mua o ʻelima mau makahiki ma muli o nā ʻokoʻa o ka ʻenehana IT, nā kulekele ʻoihana, ka ʻoihana waiwai a me ka lewa noiʻi ʻoihana.Eia nō naʻe, aia ʻo Kina i ka ʻenehana ʻenehana kūpono a aia i ka manawa o ka ulu wikiwiki ʻana:

1) Ke lilo nei ka ʻenehana IT i mea maikaʻi loa.I ka makahiki 2014, ua hiki i ka 405 miliona ka nui o nā awa o ka Internet broadband ma Kina, H1 i 931 miliona ma 2020, a ua hoʻonui ʻia ka hapa o ka fiber optical mai 40.4% i 2014 a i 92.1%;

2) I nā makahiki i hala iho nei, ua kūpaʻa ka ulu ʻana o ka macroeconomic o Kina, ua kūpaʻa ka ulu ʻana o GDP ma 5% -10%.ʻOiai ua hoʻopilikia ʻia ʻo Q1 e ka maʻi maʻi i ka wā pōkole o kēia makahiki, ua hiki ke hoʻōla koke, e hōʻike ana i ke kūpaʻa ikaika a me ka hoʻokumu ʻana i kahi kumu waiwai no ka ʻoihana pūnaewele a me ke ao;

3) I ka makahiki 2011, ua hoʻonui ʻo ʻAmelika Hui Pū ʻIa i ka hoʻomohala ʻana i ka ʻikepili kapua i hoʻolālā aupuni.I ka makahiki 2015, ua hoʻopuka ʻo Kina i nā Manaʻo o ka ʻAha Mokuʻāina no ka hoʻolaha ʻana i ka ʻenehana Computing Innovation and Development and Fostering New Forms of Information Industry e hoʻolalelale i ka hoʻonui ʻana i ka ʻoihana;

4) Aʻo ʻo Ali, Huawei a me nā ʻoihana ʻē aʻe mai ka ʻōnaehana hoʻohui oʻo o ka ʻoihana, kulanui a me ka noiʻi ma ʻAmelika Hui Pū ʻIa e ʻimi (Ali a me nā kulanui ma ka home a ma waho e hoʻokumu i kahi keʻena hana, ua hoʻolaha ʻo Huawei i nā makahiki ʻelima e hiki mai ana e hoʻohui i nā kaiāulu. a me nā kulanui e hoʻoulu i 5 miliona mau mea hoʻomohala, a hoʻolilo i 1.5 biliona kālā ʻAmelika i ke kūkulu ʻana i ka kaiaola), no ke kūkulu ʻana i kahi kaiaola e hoʻolaha ana i kekahi.Hoʻolaha i ka hoʻolaha ʻana i nā hopena noiʻi.

ʻO ka hoʻonui ʻana i ka pūnaewele kelepona, ka hoʻopiʻi nui ʻana o ka Internet of Things, a me ka wikiwiki o ka hoʻololi kikohoʻe o nā ʻoihana e hoʻomau i ka hoʻolaha ʻana i ka boom computing cloud ma Kina.Ma ʻOkakopa 2020, ʻoi aku ka nui o nā mea hoʻohana 5G ma Kina ma mua o 200 miliona, me ka piʻi ʻana o ka ulu ʻana o kēlā me kēia mahina a hiki i 29 pakeneka mai Pepeluali.Ke hoʻomau nei ka hoʻouna ʻana o nā kelepona kelepona ʻo 5G, 16,76 miliona mau ʻāpana i hoʻouna ʻia i ʻOkakopa, ua hōʻea ka helu komo i ka 64%, a i ka hopena o ʻOkakopa, ua hoʻokuʻu ʻo Huawei a me Apple i nā hiʻohiʻona hou i ka manawa like, ua manaʻo ʻia ka hoʻouna ʻana i nā kelepona kelepona 5G a me ka helu komo. hoʻomaikaʻi hou aku.

I kēia makahiki, ua wikiwiki ka maʻi maʻi i ka hohonu o ka pūnaewele kelepona, mamao loa ka makemake o nā mea kūʻai mai ka piko.I Malaki, ʻo 25.6 biliona GB ka nui o ka loaʻa pūnaewele pūnaewele.ʻOiai ua hoʻemi hope ʻia, ʻaʻole i loli ke ʻano o ka ulu wikiwiki.Ke manaʻoʻiʻo nei mākou ua ʻae nui ʻia ka keʻena pūnaewele, ʻoliʻoli e ka lehulehu, e mālama ana i nā koina hoʻonaʻauao o ka mea hoʻohana hope.ʻOiai ka nānā ʻana o ka hoʻohana ʻana i nā mea kūʻai aku i kēia manawa i ka wikiō, ke kūʻai ʻana, a me nā lawelawe ola, ke manaʻoʻiʻo nei mākou a hiki i ka pahū ʻana o nā polokalamu pepehi kanaka ʻē aʻe (VR/AR pāʻani, a me nā mea ʻē aʻe), e mau ka hapa nui o ka hoʻohana ʻana i nā kaʻa ma nā wahi e like me ka wikiō HD.

I ka manawa like, ʻo nā pūnaewele 5G e hoʻolalelale i ka Pūnaewele o nā mea e hoʻonui i ka replication.Ke alakaʻi nei ʻo Kina i ka honua i ka hana 5G, me 718,000 mau kikowaena 5G i hoʻopau ʻia, e helu ana ma kahi o 70 pakeneka o ka nui o ka honua.ʻO ka pūnaewele 5G me ka bandwidth nui, ka haʻahaʻa haʻahaʻa a me ka hoʻopili ākea ua hoʻomaka e pāʻani i kahi kuleana i ka ʻoihana a me nā kahua hana, e koi ana i ka Pūnaewele o nā mea e hoʻonui i ka hoʻopiʻi.I ka makahiki 2020, ua wānana ʻia ka nui o nā pili pūnaewele o nā mea ma Kina e ʻoi aku ma mua o 7 biliona, kahi e lawe mai ai i ka pahū o ka ʻikepili i ka wā e hiki mai ana a hoʻolaha i ka hoʻomohala ʻana o ka ʻoihana cloud computing.

ʻO ka hoʻololi kikohoʻe o ka ʻoihana ka mea hoʻokele nui loa o ka ulu ʻana o ka noi no ka computing cloud. Ke hoʻohālikelike ʻia me nā ʻāina hoʻomohala e like me ʻAmelika Hui Pū ʻIa, he haʻahaʻa haʻahaʻa haʻahaʻa nā hui Kina, ʻo ia wale nō ka 38 pakeneka ma 2018, hoʻohālikelike ʻia me 80 pakeneka ma United States.I ka hoʻemi ʻana o nā aupuni a me nā ʻoihana i nā kumukūʻai a hoʻonui i ka pono ma o ke ao, e hoʻomau ʻia nā koi kikohoʻe hou mai nā aupuni a me nā ʻoihana.

ʻO nā mea i luna e hoʻomau i ka hoʻomaikaʻi ʻana i ka boom computing cloud, i ka makahiki 2019 ka ulu ʻana o ka mākeke honua cloud computing he 20.86%, ka ulu ʻana o Kina o 38.6%, ʻoi aku ka nui o ka ulu ʻana ma mua o ka pae honua, ke manaʻoʻiʻo nei mākou e hoʻomau nā makahiki e hiki mai ana. e mālama i ka ulu ulu o kahi o 30%.

3.2 IaaS: Ke hoʻomau nei nā mea kūʻai ao nui i ka hoʻonui ʻana i ka hoʻolilo kālā, a ua hōʻoia ʻia ka ulu ʻana o ka ʻoihana

Hoʻohuli ʻia ka ʻōnaehana lawelawe kapuaʻi lehulehu o Kina mai nā ʻāina ʻē, me ka ʻoihana mua.Hoʻokumu ʻia ka ao ākea ākea e ka SaaS model, ʻoi aku ma mua o 60%.Mai ka makahiki 2014, ua ulu nui ka mākeke IaaS ma Kina, ʻoi aku ka liʻiliʻi ma mua o 40% o ka mākeke kapuaʻi lehulehu ma mua o 60%.

Ke manaʻoʻiʻo nei mākou ma muli o ke ākea nui ma waena o ka ʻenehana IT o Kina a me nā ʻāina i kūkulu ʻia e like me ʻEulopa a me ʻAmelika i ka wā mua, ua hoʻonohonoho pono ʻia ka hoʻokele waiwai IT a me ke ao.I ka manawa like, aia ʻo Kina i ka hoʻomaka ʻana o ka hoʻomohala ʻana i ka cloud computing, a ua lōʻihi ka hoʻonohonoho ʻana o nā mea hana kapua.Ua hoʻokumu ʻo Amazon i ka ʻikepili kapua i ka makahiki 2006, a ua hoʻokumu ʻo Alibaba i ka cloud Computing Co., LTD i ka makahiki 2009. ʻO nā ʻoihana kapuaʻi o Kina ka hapa nui o nā ʻoihana pūnaewele, makemake lākou e hoʻomohala iā lākou iho a ʻaʻole kūʻai i nā lawelawe SaaS.I ka wā pōkole, ʻoi aku ka wikiwiki o ka nui o IaaS, ʻoi aku ka maopopo o ka māla IaaS a aia nā manawa waiwai waiwai.Me ka hoʻomaikaʻi ʻana i ke kūkulu ʻana i nā ʻoihana, e piʻi wikiwiki ka ulu ʻana o SaaS.

Ua hoʻonui ʻia ka ʻāpana o nā mea kūʻai IaaS alakaʻi kūloko a me nā haole, a ua hoʻonohonoho nui ʻia ke ʻano o ke ao ākea.Ma muli o ka nui o nā lilo kālā a me nā noiʻi a me ka hoʻomohala ʻana o ka ʻoihana IaaS, he mea nui ka hopena kaiaola a me ka pālākiō.Ua piʻi ka mākeke o Amazon, Microsoft, Alibaba a me Google mai 48.9% i 2015 a i 77.3% i 2015. Ua loli nui ke ʻano o nā mea hana IaaS ma Kina, a he wikiwiki ka ulu ʻana o Huawei.Mai ka 2015 a hiki i ka Q1 i kēia makahiki, piʻi ka CR3 mai 51.6% a i 70.7%.Manaʻo mākou e paʻa a paʻa ka mākeke poʻo o IaaS ma Kina i ka wā e hiki mai ana.Me ka ʻole o nā pono hoʻokūkū ʻokoʻa, e hoʻopau ʻia ka māhele o nā mea hana liʻiliʻi e nā mea hana nui.Eia nō naʻe, loaʻa i nā mea kūʻai i lalo ke ao hybrid, ka hoʻolaha ʻana i nā ao he nui, ke koena o ka mea kūʻai aku a me nā koi ʻē aʻe, a ʻo nā mea hana liʻiliʻi me nā ʻokoʻa hoʻokūkū ʻokoʻa ke loaʻa kahi wahi e ola ai i ka wā e hiki mai ana.Manaʻo ʻia e hoʻolohe iā Jinshanyun, etc.

Manaʻo mākou i ka nānā ʻana i nā manawa ulu mau no nā mea kūʻai aku ʻo IaaS kiʻekiʻe. ʻO nā mea kūʻai aku o ke ao holoʻokoʻa ka ulu ʻana o ka loaʻa kālā ma mua o 20% o ka makahiki, ikaika ka ulu ʻana o ka ʻoihana.ʻAʻole i hoʻokaʻawale ʻo Tencent i ka ʻikepili i kēlā me kēia hapaha, akā ua hōʻike ka hōʻike kālā 19 makahiki i ka loaʻa kālā ʻoihana ʻoi aku ma mua o 17 biliona yuan, ʻoi aku ka nui o ka ulu ʻana ma mua o ka awelika ʻoihana.Ke hoʻohālikelike ʻia me ka ulu kālā o nā mea hana ao nui ma Kina a me ʻAmelika Hui Pū ʻIa, ʻo Alibaba Cloud Q3 ka ulu ʻana o ka ulu nui.Loaʻa ka pōmaikaʻi mai ka hoʻololi kikohoʻe, ʻoi aku ka wikiwiki o ka ulu ʻana o ka Pūnaewele, kālā, kūʻai aku a me nā ʻoihana ʻoihana ʻē aʻe, ua hōʻea ka loaʻa kālā o Alibaba Cloud i ka 14.9 biliona yuan, ʻoi aku ka 60% makahiki ma ka makahiki (ua ulu ʻo Amazon Cloud i 29%, Microsoft Azure 48%).Ke ulu wikiwiki nei ka mākeke kapuaʻi lehulehu o Kina, aia ke aupuni a me nā ʻoihana kuʻuna i ka wā hoʻololi kikohoʻe, a ʻo 1.4 biliona mau kānaka he mākeke kūʻai nui, wikiō, hoʻolaha ola, nā hale kūʻai hou a me nā ʻoihana ʻē aʻe e ulu wikiwiki ana.Me ke ʻano o nā ʻoihana pūnaewele kūloko e hele ana i ke kai, manaʻo mākou he mau wahi ākea nā mea hana lawelawe kapua no ka hoʻomaikaʻi ʻana i ka māhele mākeke honua.

Ma ke ʻano o ka hoʻolimalima kālā, ua hoʻololi maikaʻi ʻia ka hoʻolimalima kālā o nā mea hana kapua ma ka home a ma waho ma hope o Q4, e hōʻike ana aia ka ʻoihana ʻoihana kapuaʻi i kahi upcycle.I ka Q3 2020Q3, ua hoʻonui ka hoʻolimalima kālā US FAMGA i ka 29% makahiki-ma-makahiki, aʻo ka hoʻonui ʻana o ka hoʻolimalima kālā BAT Kina i hoʻonui i 47% makahiki-ma-makahiki.ʻO ke koi no nā lawelawe kapuaʻi i lalo ka mea hoʻokele kumu o nā hoʻolimalima kālā o nā mea kūʻai kapua.Ke koi mau nei ka mākeke IaaS, no laila e mau ana ka hoʻopukapuka e pili ana iā IaaS i kahi pōʻai ʻoihana kiʻekiʻe i ka manawa waena a me ka lōʻihi.

3.3 IDC: E noho lōʻihi ka ʻokoʻa ma waena o ka lako a me ka noi.Manaʻo ʻia e hoʻolohe i ka ʻaoʻao ʻekolu nona nā kumuwaiwai kumu ma nā kūlanakauhale papa mua

Ma ke ʻano he ʻano hana o ka ʻoihana kapuaʻi, pōmaikaʻi ʻo IDC mai ka hoʻomohala ʻana o ka ʻoihana i lalo a aia i ka wā ulu wikiwiki.Manaʻo mākou hiki i ka ʻoihana ke hoʻomau i ka ulu ʻana ma kahi o 30% i nā makahiki ʻekolu e hiki mai ana.Ua hoʻonui ka hoʻomohala ʻana o nā ʻoihana pūnaewele a me nā ʻoihana cloud computing i ka noi no ka mālama ʻana i ka ʻikepili a me ka helu.Me ka piʻi ʻana a me ka hoʻomohala ʻana o nā ʻenehana hou e like me 5G, artificial intelligence a me ka Internet of Things, e hoʻonui hou ka noi i ka wā e hiki mai ana i ka mākeke.Eia hou, ke hoʻomau nei nā kulekele hoʻolālā hou e hoʻokuʻu i ka maikaʻi.Ma ʻAmelika Hui Pū ʻIa, kālele nui ʻo IDC i ke kūkulu hou ʻana a me ka hoʻonui ʻana, ʻoiai ma Kina, ke kālele nei ʻo ia i ka hana hou.Ma muli o kona hoʻomaka ʻana a me ka hoʻomohala wikiwiki ʻana, e mālama ʻo Kina i ka 25-30% o ka ulu ʻana i ka wā e hiki mai ana, a ua manaʻo ʻia ka nui o kāna ʻoihana ʻoihana e pālua mai 156,2 biliona yuan ma 2019 a i 320,1 biliona yuan.

Mai ka manaʻo o ka hoʻokumu ʻana i ka ʻikepili, ua mamao loa ka waihona IDC o kēia manawa ma Kina.Ma ke ʻano he mea hana ʻikepili nui loa o ka honua, hana ʻo Kina ma mua o 23% o ka ʻikepili o ka honua i kēlā me kēia makahiki.Eia nō naʻe, ʻo ka waihona o nā kikowaena data nui he 8% wale nō o ka honua, a ʻaʻole lawa nā waihona.Me ka ulu wikiwiki o ka hana ʻikepili ma Kina, he wahi nui ka ʻoihana IDC no ka ulu ʻana.ʻOiai ʻo nā mea hana IDC o kēia manawa aia i ke kahua o ka hopu ʻāina a me ka wikiwiki ʻana i ke kūkulu ʻana, ʻaʻole hiki i ka lako kūpono maoli ke hoʻokō i ka noi mākeke e hiki mai ana.Pono nā ʻoihana me nā koi kiʻekiʻe no ka lohi a me ka palekana i nā kūlanakauhale papa mua, a ua hoʻopaʻa ʻia nā kulekele ma nā kūlanakauhale papa mua.ʻOiai ke piʻi aʻe ka lako ma nā kūlanakauhale ʻelua, e mau ana ka ʻokoʻa ma waena o ka lako a me ka noi no ka manawa lōʻihi.

Manaʻo mākou e hoʻolohe i nā mea kūʻai IDC ʻaoʻao ʻekolu i loaʻa nā pōmaikaʻi i ka ʻāina a me nā kumuwaiwai wai i nā kūlanakauhale papa mua.I kēia manawa, noho nā mea hana IDC ʻaoʻao ʻekolu i ka māhele mākeke nui ma ka honua holoʻokoʻa, ʻoiai ʻo ka ʻoihana IDC o Kina e noho aliʻi ʻia e nā mea kelepona kelepona, me nā pōmaikaʻi mua i nā kumuwaiwai a me ka nui.Eia naʻe, ka hoʻomohala ʻana o ke ao a me ka ʻoihana pūnaewele e hoʻokau i nā koi kiʻekiʻe ma ka hana a me ka hoʻohana ʻana i ka ikehu o nā kikowaena ʻikepili, a me nā kūlanakauhale papa mua e like me Beijing a me Shanghai e kaupalena i ka rack ikehu hoʻohana kuhikuhi, a koi i ka PUE o nā kikowaena ʻikepili hou. e emi iho ma lalo o 1.3 a i ʻole 1.4.Loaʻa i nā mea kūʻai aku ʻekolu ʻaoʻao IDC nā pōmaikaʻi i ka wikiwiki o ka pane ʻana o ka mea kūʻai aku, hana maʻamau, hana a me ka hoʻokele kumukūʻai.Ua hāʻule ka māhele mākeke o nā mea hana o Kina i ka IDC mai 52,4% i ka makahiki 2017 a i 49,5%, a ke manaʻo nei mākou e hoʻonui hou ʻia ka māhele o nā mea hana IDC ʻekolu.

ʻO ka hoʻonui ʻia ʻana ke ala kumu no nā mea hana IDC e ulu ai, a manaʻo ʻia e hoʻomaikaʻi ka mākeke.Ma hope o ka noiʻi kaulahao ʻoihana, ua ʻike mākou ua manaʻo nā mea hana IDC e pili ana i ka noi mākeke i nā makahiki e hiki mai ana, a makemake lākou i ka hoʻolālā hoʻonui wikiwiki i nā makahiki i hala e hoʻokō i ka ulu kālā.Pono ka ʻoihana IDC i ka waiwai nui i nā waiwai.I kēia manawa, aia nā tausani o nā MANUFACTURERS home me nā laikini IDC, a ʻo ka hapa o kēlā me kēia ʻāpana o nā mea hana IDC ʻaoʻao ʻekolu ma lalo o 5%, kahi e hoʻopuehu ai ka mākeke.Ua hoʻonui koke ʻo Equinix, ke alakaʻi honua, i ka mākeke honua ma ka loaʻa ʻana o The UK's Telecity Group ma 2015 a me Verizon's IDC ʻoihana ma 2017. Hoʻohui mākou i ka huina kālā kālā a me ka m&a pālākiō e like me ka huina o ka hana kūkulu.Ma ka makahiki 2020 H1, he 48% ka nui o ka m&a kumulative o Equinix, aʻo ka m&a o ke alakaʻi kūloko ʻo GANGUO Data he 14.3% wale nō.Wahi a ke ala hoʻomohala o Equinix, hiki i nā mea hana IDC home ke hoʻolalelale i ka loaʻa ʻana e hoʻonui i ka hiki ke hoʻokō i ka ulu koi i hiki ʻole ke hoʻokō ʻia e nā ʻano hana a me ka hoʻolimalima.ʻO ka hoʻonui ʻana o ka mākeke mākeke e pōmaikaʻi i ka ʻikepili GDS, 21vianet, Baoxin Software, Halo New network a me nā mea hana ʻē aʻe.

3.4 Server: ʻAʻole hoʻololi ka huki ʻana o ka mākeke no ka wā pōkole i nā manaʻolana ʻoihana kiʻekiʻe

ʻO nā kikowaena, ma ke ʻano he lako lako nui o ka hoʻolālā pūnaewele, e pōmaikaʻi mai ka ulu wikiwiki ʻana o ka ʻoihana ʻenehana kapuaʻi Kina.Wahi a IDC, i ka q3 2020Q3, ua lohi ka ulu ʻana o ka mākeke kikowaena honua i 2.2% i kēlā me kēia makahiki, me ka hoʻouna ʻana i lalo o 0.2%, akā ua ulu ka loaʻa kālā o ka mākeke ʻo Kina i ka 14.2%, e mālama mau ana i ka ulu wikiwiki.

Ua emi ka loaʻa kālā o nā mea hana chip server upstream, a ua emi ka loaʻa kālā o ke alakaʻi kikowaena ʻo Tiao Information i ka Q3.Manaʻo mākou ʻo ke kumu nui ka neʻe ʻana o ka koi Q3 ma muli o ka OUTBREAK o ka maʻi maʻi Q2.ʻAʻole hoʻololi ka fluctuation o ka loaʻa kālā i ka ʻoihana kapuaʻi no ka wā lōʻihi.

Me ka ulu nui ʻana o ka hoʻolilo ʻana o nā kanaka nunui o lalo a koi ikaika ʻia, manaʻo mākou aia ka ʻoihana ʻoihana ʻikepili i ka piʻi ʻana i ka makahiki 2021. Ma ka mōʻaukala, ʻewalu mau hapaha ka lōʻihi o ka piʻi ʻana o ke ao.Ma hope o 18 mau makahiki o ka hoʻolimalima kālā nui o nā mea hana ao nui ma ka honua a me 19 mau makahiki o ka deinventory, ua alakaʻi ka hoʻolimalima kālā o DOMESTIC BAT ma Q4 i ka hoʻihoʻi ʻana i ka ulu maikaʻi o 35% i hoʻohālikelike ʻia me ka honua i nā makahiki 19.ʻO Q3, ʻoiai ua emi mai ka helu kiʻekiʻe o ka ulu ʻana o Q2 o 97%, ʻoi aku ka kiʻekiʻe o 47% ma mua o ka 29% o ka ulu ulu ʻana ma ʻAmelika Hui Pū ʻIa.Ua hōʻike ʻo Sinhua i ka ʻikepili o ka loaʻa kālā i kēlā me kēia mahina, ʻoiai ua hoʻomaka ka ʻoihana i ka ulu maikaʻi ʻana i ʻAukake, akā ua hoʻi i ka ulu maikaʻi i Nowemapa, wānana 21 mau makahiki o ka ʻoihana ʻoihana kapuaʻi e hoʻomau i ka ulu kiʻekiʻe.

Me ka hoʻolaha ʻana o 5G ma ke ala, ʻo ka pahū ʻana o ka lele ʻana o ka ʻikepili e alakaʻi i ka ulu ʻana i ka mākeke server.Wahi a South Korea, hoʻohana nā mea hoʻohana 5G i 2.5 mau manawa hou aku i kēlā me kēia kanaka ma mua o nā mea hoʻohana 4G. Ua hoʻonui mau ʻia ka nui o nā mea hoʻohana 5G ma Kina ma mua o 25% i kēlā me kēia mahina.Ma muli o ka ʻike mōʻaukala, hoʻonui kēlā me kēia hanauna o ka ʻenehana kamaʻilio kelepona i ka DoU ma ka awelika he ʻumi mau manawa, no laila ua wānana ʻia e piʻi ka DoU o nā mea hoʻohana 5G i 50G / mahina ma 2025. , ka mālama ʻana a me nā ʻoihana IT ʻē aʻe e ulu ana i ka ulu ʻana, akā no ka hoʻoili ʻana i ka ʻikepili, ʻoi aku ka kiʻekiʻe o nā koi helu helu, ʻoi aku ka nui o ka mākeke naʻauao, ʻike akamai a me nā huahana fusion server.Wahi a ka ʻikepili wanana a IDC, kokoke pālua ka nui o ka mākeke kikowaena honua i $ 12 miliona i 2020 a me $ 21.33 miliona i 2025.

3.5 SaaS: multi-factor catalysis, i ka wā hoʻololi koʻikoʻi, ke kiko hoʻonohonoho o kēia manawa

Ma ke ʻano o ka nui o ka mākeke, ua waiho ka mākeke SaaS kūloko ma hope o ka US ma 5-10 mau makahiki.I ka makahiki 2019, ua hōʻea ka loaʻa kālā ʻoihana ao o Salesforce i 110.5 biliona yuan, aʻo ka nui o ka mākeke ʻoihana SaaS ma Kina he 34.1 biliona yuan wale nō.Akā no ka mea aia ka mākeke SaaS kūloko i ka wā hoʻololi o ke ao, ʻoi aku ka nui o ka ulu ʻana ma kahi o ʻelua o ka honua, ʻo ka ulu wikiwiki e lawe mai i kahi ākea no ka hoʻomohala ʻana.

Ua hoʻi hope ka mākeke SaaS o Kina ma muli o ʻekolu mau kumu nui: ʻO ka mea mua, haʻahaʻa ka pae ʻikepili home.Ua hana ʻo ʻAmelika Hui Pū ʻIa i ka kūkulu ʻana a me ka hoʻolaha ʻana no nā makahiki he mau makahiki, ʻoiai ʻo ka ʻike mākeke o Kina a me ka ʻike kumu ʻike maopopo ʻole ma hope o ʻEulopa a me ʻAmelika Hui Pū ʻIa, ʻaʻole kūpono ka ʻikepili a me ke kūkulu ʻana i ka digitalization, a ʻaʻole hoʻolohe nā ʻoihana i ka hoʻomaikaʻi ʻana o ka hoʻokele pono.lua, ʻAʻole lawa kona pae ʻenehana, ʻO kā mākou ʻāina ʻo SaaS ʻoihana he nui akā ʻaʻole maikaʻi, haʻalele ka pae ʻenehana, nāwaliwali ka paʻa o ka huahana.ʻO ka hope loa, ʻaʻole i loaʻa nā ala.I ka wā polokalamu kahiko, he mea nui ke kūlana o ke kahawai.I ka wā SaaS, hoʻemi ka ʻōnaehana kau inoa i ka loaʻa kālā kūʻai o ke kahawai, a ʻo ka ʻōnaehana hou e hōʻemi i ka manaʻo o ka palekana o ke kahawai, e alakaʻi ana i ka manaʻo hoʻolaha haʻahaʻa o ke kahawai, ke kumukūʻai kūʻai kiʻekiʻe a me ka hoʻonui ʻana i ka mākeke.ʻO nā kahawai ke kūʻē nui i ka hoʻolaha ʻana o ka ʻoihana SaaS ma Kina.

Ke hoʻohālikelike ʻia me ʻAmelika Hui Pū ʻIa, aia nā mea hana SaaS pae ʻoihana o Kina i kahi manawa hoʻololi koʻikoʻi, me nā hōʻailona kālā a me nā ʻoihana e hoʻomaikaʻi ʻia, a ʻo ka hoʻomohala maʻamau he wahi ʻeha.Loaʻa i nā ʻoihana nui ma Kina nā koi kiʻekiʻe no ka hoʻomohala maʻamau, a pono nā mea hana SaaS e hoʻolilo i nā kumukūʻai R&D kiʻekiʻe a loaʻa kahi pōʻai hoʻomohala lōʻihi.Inā hāʻule ka hana o nā huahana like i ka hoʻokūkū kumukūʻai, e hōʻemi i ka loaʻa kālā o ka ʻoihana.Loaʻa i nā ʻoihana ʻAmelika kahi kiʻekiʻe o ka standardization huahana a maʻalahi e hoʻonui i ka TAM (Total Addressable Market).ʻO ia hoʻi, hiki ke hoʻonui ʻia ka mana o nā huahana kumu i nā ʻano ʻē aʻe, hiki ke wāwahi ʻia ke kaupaku o nā ʻoihana e kū nei, hiki ke hoʻonui ʻia ka nui o ke komo ʻana o ka mākeke, hiki ke hoʻoheheʻe ʻia ke kumukūʻai mua, a ikaika ka loaʻa kālā.Eia naʻe, Ma ka hoʻonui ʻana i ka launa pū ʻana me nā ʻoihana nui, hiki i nā mea hana SaaS Kina ke maʻalahi a hoʻololi i kā lākou huahana ma hope o ka hoʻopau ʻana i nā papahana benchmarking, a laila hiki i nā ʻoihana liʻiliʻi a me nā ʻoihana liʻiliʻi ke koho i kekahi mau hana e pono ai lākou, no laila e nui ka hoʻonui ʻana o ka huahana e hiki mai ana.

ʻOiai aia kahi āpau ma waena o Kina a me ʻAmelika Hui Pū ʻIa, akā ke manaʻoʻiʻo nei mākou ua hiki i ka hoʻomohala ʻana o ka ʻoihana SaaS kūloko i ka helu inflection, ʻo ia ka manawa o ka pae hoʻonohonoho.ʻO ka mea mua, ʻo ka hoʻonaʻauao mākeke o ka ʻoihana SaaS kūloko, ua ʻoi aku ka nui, nā ʻenehana ʻenehana, nā koi ʻē aʻe o ka home a me ke kākoʻo kulekele kūpono.Ma hope o ka ʻumi makahiki o ka hoʻonaʻauao ʻana, ua ulu ka ʻike o nā ʻoihana mai ka papa pāpaʻu o nā mea pepa uila a hiki i ke koi ʻana o ka digitalization ʻoihana, e like me ka manawa o ka hoʻololi localization.ʻO ka lua, ulu wikiwiki nā ʻoihana SaaS kūloko.ʻOiai he liʻiliʻi ka nui o ka hoʻomohala ʻana, akā hilinaʻi ʻo Kingdee, Ufida a me nā ʻoihana hoʻololi ʻē aʻe i kā lākou ʻike ponoʻī ʻoihana a me ka hopena o ka brand, e hoʻomau i ka hoʻonui ʻana i kā lākou mākeke.Mai ka hakakā ʻana o ke kālepa, ʻike nui ʻia ka manaʻo o ka mana kūʻokoʻa ma Kina, e uhi i ka hoʻololi ʻana o ke ao i ka hohonu, ke manaʻoʻiʻo nei mākou ʻo ke kumu hoʻohālike SaaS no nā ʻoihana lako polokalamu home e hāʻawi i ka manawa e hoʻokō ai i ka pihi, ua hiki i ka hoʻomohala ʻana o ka ʻoihana SaaS i ka wahi kuhi.

ʻO nā mea hoʻolako lako polokalamu kuʻuna, nā mea hana SaaS ʻoihana a me nā ʻoihana pūnaewele ka mea nui i komo i ka mākeke SaaS o Kina, e hoʻokūkū ana a hui pū kekahi me kekahi.ʻOi aku ka maʻamau o ka launa pū ʻana ma waena o nā mea hana pūnaewele a me nā mea hana ʻoihana: i kēia manawa, ʻoi aku ka nui o nā mea hana pūnaewele ma luna o IaaS a me PaaS ʻoihana pae, ʻaʻole liʻiliʻi ka hoʻonohonoho ʻana o SaaS track, ʻaʻohe hoʻokūkū nui, ma ka ʻoihana kūwaho a me ka ʻoihana kūwaho ʻoihana (e like me hoʻonaʻauao, hale kūʻai, CRM, kālā a me ka ʻauhau, etc.) Hoʻohui ʻia nā mea hana pūnaewele ma ke ʻano he mea hana ʻenehana.ʻOi aku ka pololei o ka hoʻokūkū ma waena o nā mea kūʻai aku ʻoihana SaaS a me nā mea kūʻai lako polokalamu kuʻuna e hoʻololi ana i SaaS: ʻoi aku ka hilinaʻi o nā ʻoihana nui me ka kiʻekiʻe o ke komo ʻana o nā polokalamu kuʻuna kiʻekiʻe iā kingdee, Yonyou a me nā mea kūʻai kuʻuna ʻē aʻe, akā loaʻa nā mea kūʻai aku i nā mea maikaʻi i kekahi mau ʻāpana, no laila aia pū kekahi. ka launa pū ʻana a i ʻole ka hoʻokomo kālā ʻana a me ka loaʻa ʻana.No ka laʻana: ʻO Kingdee International hoʻopukapuka e hauʻoli i ka mea kūʻai aku ʻo Sales (CRM) a me ka ʻenehana Myriad.ʻO nā hui pūnaewele me nā mea kālepa polokalamu maʻamau e ʻimi i nā ala hoʻomohala, a me ka hui ʻana o ka kaiaola: Loaʻa i nā mea kūʻai aku ka maikaʻi o ke kaʻa, ʻo ka ʻoihana polokalamu maʻamau e kālele ana i nā huahana SaaS hana kiʻekiʻe, akā ʻelua ʻano o nā mea kūʻai aku koho e lilo i keʻena waena mānoanoa, hāʻawi i nā code haʻahaʻa ʻaʻohe code kahua hoʻomohala, e hoʻolaha i ka hohonu a me ka laulā o ka huahana, e hoʻoikaika i ka hana kaiaola.

He mea koʻikoʻi ʻo TAM e pili ana i ka pae loiloi o nā mea hana lawelawe SaaS ʻoihana, e hoʻoholo pololei ana i ka ulu ʻana o ka loaʻa kālā e hiki mai ana o nā ʻoihana.Wahi a ka Report on the Development of China's Top 500 Enterprises, he nui ka nui o nā ʻoihana liʻiliʻi a me waena o Kina.Ua manaʻo ʻia e ʻoi aku ka maʻalahi o nā ʻoihana Kina i ke ao i kā lākou ʻoihana, koho i nā mea hana SaaS no ka hoʻokele ʻoihana, hoʻemi i nā kumukūʻai a hoʻonui i ka pono, a e piʻi aʻe ka piʻi ʻana o ke kumu hoʻohālike i ka wā e hiki mai ana.

Ke noʻonoʻo nei ua hiki i ka SaaS penetration rate o kekahi mau hui ʻAmelika i ka 95% a i luna paha, ua manaʻo ʻia hiki i ka TAM ke piʻi aku ma mua o 560 biliona yuan ma muli o ke kumukūʻai o nā mea kūʻai aku ʻoihana i noiʻi ʻia ma ke kaulahao ʻoihana.A me ka hoʻonui nui ʻana o nā ʻoihana ma Kina, ʻoi aku ka nui o ka ulu ʻana o ka mākeke mākeke o Kina.I waena o lākou, ʻo nā ʻoihana nui me ka loaʻa kālā o ka makahiki ma mua o 2 biliona yuan he kiʻekiʻe ke kumukūʻai o ka mea kūʻai aku, akā liʻiliʻi ka helu o nā ʻoihana;He haʻahaʻa ke kumu kūʻai o nā mea kūʻai aku liʻiliʻi a me waena, akā nui ka helu.ʻO ke kī no nā lako polokalamu SaaS e loaʻa ai ka ulu kālā no ka wā lōʻihi, ʻo ia ka hopu ʻana i nā mea kūʻai pūhaka, a hiki ke hoʻomaikaʻi ʻia ka waiwai ARPU holoʻokoʻa ma o ka haki ʻana i nā mea kūʻai aku ʻoihana nui.ʻAʻole i kaupalena ʻia ke koi ʻana o nā ʻoihana nui no nā huahana SaaS i nā hana maʻalahi e like me ka automation o ke keʻena a me ka electronization ʻoihana, akā e hoʻohui nui i nā huahana me nā kaʻina ʻoihana ʻoihana, a lilo maoli i mea hana no ka hoʻokele ʻoihana.

He haʻahaʻa ka manaʻo o ka mākeke SaaS o Kina, a ke manaʻoʻiʻo nei mākou ʻo nā mea hoʻolako lako polokalamu ERP kuʻuna e hoʻololi ana i ka computing kapua ʻoi aku ka nui o ka ulu.Wahi a nā helu IDC, ʻo nā ʻoihana ʻelima kiʻekiʻe ma ka mākeke SaaS ʻoihana ma Kina i ka hapa mua o 2020 he 21.6% wale nō o ka mākeke.Hoʻokaʻawale ʻia ka mākeke a haʻahaʻa ke kiʻekiʻe o ka noʻonoʻo.He ʻokoʻa ke ʻano hoʻokūkū ma nā mākeke noiʻi like ʻole, a he manawa kūpono ia no ka hoʻolālā.

Ke manaʻoʻiʻo nei mākou ʻo nā mea hana ERP kuʻuna i ka wā koʻikoʻi o ka hoʻololi ʻana i ka cloud computing ka mea ulu nui loa.ʻO nā polokalamu ERP kahiko o yonyou, Kingdee a me nā ʻoihana ʻē aʻe he kiʻekiʻe ke komo ʻana a me ka hilinaʻi ma waena o nā ʻoihana nui a me waena, a ʻo ia ke koho mua no ka localization.E hui pū me nā ʻoihana nui, loaʻa ka ʻike hohonu o ke kaʻina ʻoihana mea kūʻai aku, a loaʻa iā ia ka hiki ke hui pū me nā ʻoihana nui, ka ʻike hoʻokele o nā ʻoihana nui e hoʻopili i nā ʻoihana liʻiliʻi a me nā ʻoihana liʻiliʻi, kōkua i nā ʻoihana liʻiliʻi a me nā ʻoihana liʻiliʻi i ka hoʻololi kikohoʻe. ;Noho ʻo Kingdee lāua ʻo Yonyou i kahi kūlana koʻikoʻi ma nā māhele mākeke me kahi kiʻekiʻe o ka standardization a me ka mākeke maʻamau, e like me ke kālā a me nā kumuwaiwai kanaka, a loaʻa iā ia kahi kikoʻī o nā huahana.Loaʻa iā lākou kahi mākeke nui no ke komo ʻana a me ka ulu ulu kiʻekiʻe.

Ke hoʻohālikelike ʻia me TAM, ʻoi aku ka maopopo o ke kaupaku TAM no nā mea hana SaaS ʻoihana i ka ʻoihana mahele, akā hiki i nā mea hana alakaʻi SaaS ma ka māhele māhele e like me Mingyuan Cloud ke loaʻa i ka ulu wikiwiki me ke kōkua o nā pono huahana a me ke kūlana ʻoihana, a laila loaʻa hou aʻe. ʻoi aku ka waiwai nui, ʻo ia hoʻi ka mea e pono ai ka nānā ʻana.ʻO Alibaba, Tencent a me nā mea kūʻai pūnaewele ʻē aʻe i ʻoi aku ka nānā ʻana i ka ʻoihana ʻo IaaS a me ka mākeke PaaS, a ʻoi aku ka manaʻo o nā mea kūʻai aku i hoʻohui ʻia i ka mākeke SaaS.

Mai kahi hiʻohiʻona loiloi, loaʻa i nā mea lawelawe ʻo SaaS Kina ka nui o ka lumi no ka hoʻomaikaʻi ʻana.Aia ma mua o 70 mau ʻoihana SaaS i hoʻopaʻa inoa ʻia ma ʻAmelika Hui Pū ʻIa, me kekahi me ka nui o ka mākeke ma mua o 100 biliona kālā.ʻOiai ʻaʻole i helu ʻia ka hapa nui o nā hui Kina, ʻo Yonyou wale nō, kekahi o nā hui nui i helu ʻia, ʻoi aku ka nui o ka $20 biliona.ʻO ka awelika PS o nā hui ʻAmelika he kokoke i 40 mau manawa, ʻoiai ʻo nā hui Kina ma lalo o 30 mau manawa.ʻO ke kumu nui o ka ʻokoʻa ʻo ia ka ʻoihana ʻAmelika SaaS i kahi kiʻekiʻe o ka cloudization, ʻo ia hoʻi, loaʻa iā lākou kahi kiʻekiʻe o ka loaʻa kālā ʻoihana ao.Ma hope o ka R&D mua a me ka hoʻolimalima kūʻai, ua komo lākou i kahi manawa ulu paʻa, a kiʻekiʻe ka ulu o ka loaʻa kālā a me ka loaʻa kālā.ʻO ka ulu ʻana o ka loaʻa kālā no nā ʻoihana SaaS ma Kina he 21%, ʻoi aku ka liʻiliʻi ma mua o ka hapalua o ka awelika o ʻAmelika, a ʻoi aku ka maikaʻi o ka loaʻa kālā ma ka awelika.Me ka hohonu o ka hoʻololi ʻana o nā ʻoihana SaaS o Kina, ka piʻi ʻana o ka loaʻa kālā o ke ao a me ka hoʻokō lohi o ka hana, ʻoi aku ka nui o ka mākeke ma mua o 30% lumi e hoʻomaikaʻi ai i ka wā e hiki mai ana.

4, ka Internet of Things i ka pae ʻana i ka ʻoihana, e kālele ana i nā manawa kūʻai kūʻokoʻa ʻekolu

4.1 ʻO ka mining gula piliona mea pili, ka pae ʻike kaulahao ʻoihana e hoʻokipa i nā manawa

ʻOi aku ka kiʻekiʻe o ka pūnaewele o nā mea (iot) ma mua o ka pūnaewele o nā mea (iot).Wahi a GSMA, ʻoi aku ka waiwai o ka ʻoihana iot honua i $ 343 biliona ma 2019 a hiki i $ 1.12 trillion e 2025, me ka piʻi ʻana o ka ulu ʻana ma mua o 20 pakeneka.Wahi a IoT Analytics, ma ka hopena o 2020, aia he 11.7 biliona mau mea pili IoT mai 21.7 biliona mea pili i ka honua.Me ka nui o nā mea e pili ana i ka honua ma mua o ka heluna o ka poʻe i pili iā ia, ke puka mai nei ka Internet of Things ma ke ʻano he hanauna hou o nā ʻoihana ʻoihana ma waena o nā ʻoihana a me nā palena, a ua manaʻo ʻia ʻo ia ka manawa waiwai nui loa i ka ICT i ka wā e hiki mai ana. 30 makahiki.

Ke alakaʻi nei ke kaʻina hana o ka Pūnaewele o nā mea ma Kina, a ʻo ka helu o nā pilina e nā mea hoʻokele honua e noho i nā luna ʻekolu.Hiki ke hoʻopaʻa ʻia ke kaʻina hana hoʻomohala o ka pūnaewele puni honua o nā mea e ka helu o nā pūnaewele pūnaewele o nā mea pili o nā mea hoʻohana.ʻO ka hoʻomohala ʻana o ka Pūnaewele Pūnaewele o nā Mea e alakaʻi i ka honua.Wahi a IoT Analytics, ua loaʻa i ka mobile ʻo Kina ka nui o nā pili IoT cellular ma 2015, helu no 19 pakeneka.Ma ka 2020H1, ua helu ʻia nā pilina pūnaewele pūnaewele o China Mobile no 54%, Unicom a me Telecom no 9% a me 11%.ʻO nā mea hoʻohana nui ʻekolu o Kina he 74 pakeneka o nā pili pūnaewele iot, kekahi o nā mea kiʻekiʻe loa ma ka honua.Ua hoʻonui ʻo Kina i ka helu o nā pili pūnaewele o nā mea, ma muli o ka hoʻomaikaʻi ʻana o ka kūkulu ʻana i ka ʻoihana pūnaewele a me ka hoʻolaha ʻana i nā kulekele.

Aia ka pilina o ka Internet of Things i kona wā kamaliʻi haʻahaʻa.Ke nānā nei i ka loaʻa kālā o ka honua o ka ʻoihana IoT, ʻo ka ARPU o ka ʻoihana IoT o nā mea hoʻohana nui ʻoi aku ka liʻiliʻi ma mua o $ 10 i kēlā me kēia mahina, ʻoiai ʻo ka NUMBER o nā pilina NB-iot ma Kina e ʻoi aku ka nui, a ʻo ka ARPU ma lalo o $ 1 i kēlā me kēia mahina.ʻO ka pilina o ka honua iot i kona wā kamaliʻi a haʻahaʻa ka nui o ka waiwai o ka mea hoʻohana.Me ka hoʻonui ʻana i ka helu pili a me ka noi, ke piʻi nei ka waiwai.

Pūnaewele o nā mea ma waena o ka manawa hype manaʻo, i ka pae ʻoihana.Wahi a ka ʻenehana hype cycle i paʻi ʻia e Gartner, hoʻomaka ka hoʻomohala ʻana i kahi ʻenehana hou ma kahi mua, a laila piʻi a pohā ka hype media, a hiki i ka piko o ka noi i ka wā e oʻo ai ka ʻenehana. E like me ke ʻano o ka Wind Internet of Things Index, hiki iā mākou ke ʻike ʻo 2015 ke kiʻekiʻe o ka puʻupuʻu o ka ʻoihana Pūnaewele o nā Mea, ʻo 2016 ka mea pili i lalo o ka Pūnaewele o nā Mea, a me ka nui o ke kālepa a me ka kuhikuhi o ka. Ua piʻi mau ka ʻāpana pūnaewele o nā mea mai 2019 a i 2020. Manaʻo mākou ua hele ka Pūnaewele o nā mea i ka manawa hype manaʻo, i ka pae ʻana i ka ʻoihana.kūpono ke hoʻokomo kālā i ka ulu ʻana o ka sub-sector.Ke nānā nei i ka hoʻomohala ʻana o ka ʻoihana pūnaewele o nā mea ma 2020, e hele mai ka node hoʻopukapuka ma lalo o nā ʻano ʻekolu:

ʻAno 1: Ke hele like nei nā maʻamau

ʻO ka pae ʻana i nā kūlana kamaʻilio, ka hui kuikahi ʻoihana.1) Hoʻokō i nā kūlana kamaʻilio:I ʻApelila 2020, ua hoʻopuka ka Ministry of Industry and Information Technology (MIIT) i ka Notice on Promoting the Accelerated Development of 5G, ka mea i manaʻo i nā kūlana kamaʻilio koʻikoʻi a me nā protocols e hoʻolaha ai i ka 5G a me LT-V2X i ke kūkulu ʻana i nā kūlanakauhale akamai a me ka lawe ʻana i ke akamai.I ka mahina o Mei, ua hoʻopuka ka Ministry of Industry and Information Technology (MIIT) i ka Notice on Deepening the Comprehensive Development of mobile Internet of Things, me ka manaʻo e hui pū ʻo NB-iot a me Cat1 e hana i ka pilina 2G/3G Internet of Things;I Iulai 2020, ua hoʻoholo ka International Telecommunication Union (ITU) e hana i ka NB-iot a me NR i maʻamau 5G.2) Ka launa pū ʻana o ka Hui Hana Hana:I Kekemapa 2020, ma lalo o ke alakaʻi a me ke kākoʻo o ke Kuhina ʻOihana a me ʻIke ʻIke, 24 mau mea hoʻonaʻauao o The Chinese Academy of Science a me Chinese Academy of Science a me 65 mau ʻoihana alakaʻi i hui pū me OLA Alliance.E kūpaʻa ʻo OLA Alliance i ka hoʻomohala ʻana i nā kūlana kūpono o nā mea a pau, e ʻike i ka ʻike like ʻana a me ka hoʻololi ʻana me nā kūlana honua, a me ka hoʻoikaika ʻana i ka hoʻomohala ʻana i nā ʻenehana a me nā ʻoihana pili.

Auana ʻelua: Hoʻohui hohonu o nā ʻenehana

Hoʻokaʻawale ʻia ka Internet of Things i ʻehā mau loulou: ʻo ka ʻaoʻao ʻike, ka ʻaoʻao pūnaewele, ka papa kahua a me ka papa noi.ʻO ka hoʻomohala ʻenehana o kēlā me kēia loulou e hāpai i ka holomua o ka ʻoihana pūnaewele o nā mea.Hōʻike nui ʻia ka hoʻonui ʻenehana i kēia manawa i ka papa pūnaewele a me ka papa noi.Ma ka pae pūnaewele, ʻo ka hoʻolaha ʻana o 5G a me ka pana ʻana no WiFi6 ua hoʻonui hou i nā pūnaewele kamaʻilio, e hoʻolalelale ana i ka holomua lohi mua o ka Internet of Vehicles and the Industrial Internet of Things.Ma ka pae noi, ʻo ka hui pū ʻana o ka computing cloud, AI, blockchain a me nā ʻenehana ʻē aʻe me ka Internet of Things ua hoʻomaikaʻi i ka waiwai o nā lawelawe noi.

ʻEkolu: ʻAha nunui i loko o ka pāʻani

I ka wā ma mua, ʻo nā mea pāʻani nui o ka ʻoihana pūnaewele o nā mea he poʻe pilikua pūnaewele me ke kapikala ikaika.Ua waiho lākou i nā pae he nui o ka Pūnaewele o nā Mea a kūkulu i ka Pūnaewele Pūnaewele o nā Mea.ʻO ka mea a mākou e ʻike ai i kēia manawa, ʻo ka poʻe pilikua o ke kaulahao ʻoihana holoʻokoʻa ke komo nei i ke kahua ma ke ʻano nui e hoʻolaha i ka holomua o ka Internet of Things.Hiki ke hoʻokaʻawale ʻia nā pilikua i ke kaulahao ʻoihana i ʻekolu mau papa nui:

1) ʻO ka ʻike ʻike: Ke kālele nui nei ia i nā mea hana lako waiwai, me nā mea hana chip (Qualcomm, Huawei), nā mea hana sensor (Bosch, Broad Com), nā mea hana module (Sierra Wireless, Remote Communications), a me nā mea a pau i hoʻokuʻu ʻia. nā huahana blockbuster iot, e pāʻani ana i kahi hana koʻikoʻi i ka hoʻomohala ʻana i nā huahana lako lako a me ka hōʻemi ʻana i nā kumukūʻai.

2) Laena pūnaewele: ʻO ka mea nui no nā mea lawelawe kelepona, alakaʻi i ke kūkulu ʻana i ka pūnaewele pūnaewele o nā mea a me ka wikiwiki i ka ʻoihana ʻoihana o ka pūnaewele o nā mea.Hoʻohana pū nā mea hoʻohana kelepona i kā lākou pūnaewele pūnaewele ponoʻī e hoʻolōʻihi i luna a i lalo o ke kaulahao ʻoihana.

3) Papa noi: No nā kanaka pilikua pūnaewele a me nā ʻoihana kuʻuna, nā pilikua Internet e nānā i ke kuhikuhi mai TO C hopena a i ka hopena B, nā kānaka nunui ʻoihana kuʻuna (e like me Haier, Midea, Siemens) lawe i ka hoʻolālā e hāpai i ka noi o ka Pūnaewele. o Nā mea i kā lākou mau māla ponoʻī, a kope ikaika i nā ʻoihana ʻē aʻe.

(2) He lōʻihi a lahilahi ke kaulahao ʻoihana Internet of Things, a ʻo ka papa ʻike ka mea mua e pōmaikaʻi

ʻO ke kaulahao ʻoihana o ka Pūnaewele o nā mea e hoʻolōʻihi i ka lōʻihi a me ka lahilahi, a ʻo ka papa ʻike ka mea mua e pōmaikaʻi.Ua māhele ʻia ke kaulahao ʻoihana iot i ʻehā mau pae:1) Māhele o ka papa noi;2) Hōʻike ʻia ke kahua ʻo Matthew effect;3) ʻO ka noho pū ʻana o nā maʻamau he nui ma ka papa pūnaewele;4) Ke au hoʻohui ʻana o ka papa ʻike.ʻO nā makahiki ʻelima e hiki mai ana, ʻo ia nā makahiki ʻelima no ka Internet of Things e hoʻonui i ka pilina, a ʻo nā pōmaikaʻi koʻikoʻi he sensor, core chip, module, MCU, terminal a me nā mea hana ʻē aʻe.

ʻO 4.2 Pūnaewele o nā kaʻa kekahi o nā hiʻohiʻona noiʻi koʻikoʻi o 5G, a ke manaʻo nei ka mākeke i nā makahiki he ʻumi e hiki mai ana e hiki i 2 trillion yuan.

ʻO ke kulekele mua, maopopo ka palapala alanui kaʻa naʻauao a pili ʻia o Kina.I Nowemapa 2020, ua hoʻokuʻu ka National Intelligent Connected Vehicle Innovation Center i ka “Intelligent Connected Vehicle Technology Roadmap 2.0″ intelligent connected vehicle development plan.Mai 2020 a i 2025, L2 a me L3 autonomous naʻauao pili kaʻa ma Kina i helu no 50% o ka huina kūʻai kaʻa, a me ka helu hui kaʻa hou o CV2X terminal i hiki i 50%.Loaʻa nā kaʻa kūʻokoʻa kiʻekiʻe i nā noi kalepa ma nā wahi liʻiliʻi a me nā hiʻohiʻona kikoʻī;Mai 2026 a 2030, l2-L3 naʻauao pili kaʻa e helu no ka oi ma mua o 70% o ke kuai nui, L4 autonomous kaʻa kükohu e helu no 20%, a C-V2X terminal hou kaʻa lako e basically popularized;Mai 2031 a 2035, e hoʻohana nui ʻia nā ʻano kaʻa pili a me nā kaʻa autonomous kiʻekiʻe;Ma hope o 2035, e hoʻohana ʻia nā kaʻa kaʻa kaʻa L5.

ʻO ka hoʻokomo mua ʻana o ka Pūnaewele o nā kaʻa e lilo i mea maʻamau, a hoʻomaikaʻi mālie ʻia ka nui o ka ukana. Wahi a nā helu o gaOGong Intelligent Vehicle Research Institute, mai Ianuali a Kepakemapa 2020, ʻo ka pilikia o 4G Internet o nā kaʻa he 5.8591 miliona, me ka ulu ʻana o ka makahiki he 44.22%;Mai Ianuali a Kepakemapa, ʻo 46.21% ka nui o ka hoʻouka ʻana, ma kahi o 20% makahiki ma ka makahiki.ʻO ka pahu T-pahu a me ka module kaʻa ka mea nui loa o nā huahana lako o ka hoʻouka ʻana i mua o ke kaʻa, a ua lilo mālie i mea maʻamau i ka mākeke kaʻa.

E wikiwiki nā hui kaʻa i ka helu komo o nā kaʻa pili hou a hui pū me nā ʻaoʻao ʻē aʻe e hoʻomohala i ka 5G C-V2X. ʻO nā mea nui ma ka home a me nā ʻāina ʻē e hoʻolaha ikaika i ka Internet o nā kaʻa hana o nā kaʻa hou, FAW, Ford, Changan, Ford a me nā hoʻolālā ʻē aʻe e hōʻea i ka 100 pakeneka o nā kaʻa hou ma Kina e 2020. I ka manawa like, ke wikiwiki nei nā umu i ka hoʻolālā o 5G C-V2X e hopu i nā kiʻekiʻe ʻenehana.I ʻApelila 2019, 13 mau hui kaʻa Kina me nā hōʻailona kūʻokoʻa i hoʻokuʻu i ka palapala alanui Commercial o C-V2X ma Kina, e manaʻo ana i ka puka makani 2020-2021 e hoʻolaha i ka noi kālepa o ka ʻoihana C-V2X ma Kina.I kēia manawa, ke hoʻolalelale nei nā mea hana modula nui i ka hoʻolālā ʻana o ke kahua kamaʻilio kaʻa kaʻa 5G, a ua kūʻai ʻia ʻo HUAWEI, Yuyuan Communications a me nā modula kamaʻilio 5G ʻē aʻe.

ʻO ka Internet of Vehicles kekahi o nā ʻenehana ʻoi loa, ka ākea ākea, a me nā hiʻohiʻona noiʻi kākoʻo ʻoihana piha loa ma lalo o 5G.Ua manaʻo ʻia ʻo ka nui o ka nui ma waena o 2020 a me 2030 kokoke i 2 trillion yuan, amo.ʻO ka Internet of Vehicles kekahi o nā hiʻohiʻona noiʻi me ka ʻenehana ʻoi loa, ʻo ka mʻO ka "kaʻa akamai", "alanui akamai" a me ka "hui kaʻa" he 8350 billion yuan, 2950 billion yuan a me 763 billion yuan.I kēia manawa, ke kū nei ka ʻoihana pūnaewele o nā kaʻa i ka resonance o ʻekolu mau kumu: kulekele, ʻenehana a me ka ʻoihana.Manaʻo ʻia e ʻoi aku ka nui o ka ulu ʻana o ka ʻoihana ma mua o 60% ma 2020. Ma ka pae ʻenehana, c-V2X, kahi ʻenehana kamaʻilio koʻikoʻi no ka Pūnaewele o nā Kaʻa, ke ulu nui nei.Loaʻa ka holomua maikaʻi ma nā ʻano āpau mai ka hoʻohālikelike ʻana i ka ʻoihana r&d a hiki i ka hōʻike noiʻi.Ma ka pae ʻoihana, ʻo nā ʻenehana ʻenehana, nā mea hana kaʻa a me nā mea hana ao nā alakaʻi alakaʻi ʻekolu i ka hoʻolālā hohonu.ʻO ka manaʻo nui o kēia manawa o ka ʻoihana kaʻa a me ka hoʻonohonoho ʻana i ke alanui ʻo ia ka wikiwiki o ka nui o ka ʻoihana.

Ma muli o ke kumu o ka "kumu-pono", e hoʻololi ka wikiwiki o ka hana nui o ka Internet of Vehicles ma waena o "ka naʻauao hoʻokahi" a me ka "naʻauao hui".Ma ka ʻaoʻao kaʻa, ke manaʻoʻiʻo nei mākou ma 2020-2025, e pālua ka helu komo o L1/2/3 autonomous kaʻa, e hoʻonui ʻia ka waiwai o kahi kaʻa hoʻokahi ma mua o 15 mau manawa, a e piʻi ka nui o ka waiwai o ka lako polokalamu. ʻoi aku ma mua o 30%;Ma ka ʻaoʻao o ke alanui, manaʻo mākou ʻo ke ala ākea a me ke kikowaena o ke kūlanakauhale ka kuhikuhi mua o ka pae ʻana o ke "alanui naʻauao", a ʻo ke kūkulu mua ʻana e pili ana i nā lako lako.Ma ka ʻaoʻao pūnaewele, ʻo ka pae mua o ka hoʻomohala ʻana i ka ʻoihana ka mea nui e hoʻokumu i nā pilina.Me ka hana ʻana o ka ʻoihana 5G a me ka hoʻolaha ʻana o C-V2X i ka makahiki 2020, e ʻike ka hui ʻana o ke kaʻa-i-alanui i ka nalu mua o ka pae ʻana nui, no laila e huki ana i ka mua o ka hoʻomohala ʻana o ka ʻoihana kaʻa-i-alanui mai ka ʻike hoʻokahi. i ka naauao hui.

Manaʻo mākou ʻo 2020 ka mua o ka hui kaʻa kaʻa i hāʻule i ka honua, kaʻa akamai, ka naʻauao o ke alanui a me nā hana like ʻana o ke alanui e kūkulu i ʻekolu ʻāpana e hoʻonohonoho ʻia, e nānā mai ka puʻupuʻu o ka hui like ʻana o C - kaʻa alanui V2X ʻoihana. kaulahao mea loa noteworthy, no laila, ke manaʻo nei mākou i ka uea kamaʻilio module, e alakaʻi ana i ka neʻe mamao kamaʻilio, naʻauao kaʻa kaʻa hana Manufacturers o hoʻokahi tausani 'epekema a me ka 'ike loea, RSU mea hana Genvict 'enehana, WANji 'enehana, OBU / T-pahu pili Manufacturers kiʻekiʻe e puka mai ana a edge computing server manufacturers tidal wave information.Eia kekahi, ke hoʻoholo nei mākou e hoʻomau ka hoʻomohala ʻana o ke kaʻa kaʻa, L1/L2/L3 autonomous driving penetration rate ke ʻano, no laila ua ʻōlelo ʻia e hoʻolohe i nā mea hana pono kūpono, me ka mea hana lako polokalamu cockpit akamai ʻo Zhongkichuang da, alakaʻi IVI. Desai Xiwei, mea hana DMS Rui Ming Technology, etc.

4.3 Smart Home - ʻO ka hoʻokō ʻana i ka hopena naʻauao huahana hoʻokahi i ka hopena naʻauao holoʻokoʻa

Ke ulu mau nei ka nui o ka mākeke home akamai o Kina, a ʻo nā huahana a me ka ecology ke kumu o nā holomua e hiki mai ana.Ua hoʻomaka lohi ka ʻoihana home akamai o Kina, a ua wikiwiki ke kaʻina hana o ka ʻenehana, e koi ana i ka home akamai o Kina i ke ala wikiwiki.Wahi a IDC, ua hoʻouna aku ʻo Kina i 208 miliona mau huahana home akamai i ka makahiki 2019, ma waena o ka palekana akamai, nā ʻōlelo akamai, nā kukui akamai a me nā huahana hoʻokahi i hoʻouna hou aku.Ma muli o ka hopena o ka maʻi maʻi a me nā kumu macro ʻē aʻe, ua wānana ʻia ʻo 2020 e ulu e 3% i kēlā me kēia makahiki, e lilo ia i makahiki koʻikoʻi no ka hoʻomohala ʻana i ka mākeke.Ke ʻike nei ka mākeke home akamai, AI a me nā ʻenehana ʻē aʻe i ka wā holomua, pono e hoʻomaikaʻi ʻia ka ʻike mea hoʻohana, ʻaʻole i hoʻokumu ʻia ka kaiaola holoʻokoʻa.I ka wā e hiki mai ana o ka lohi o ka mākeke, ka mana huahana a me ka ecology no ka wā e hiki mai ana.

Ua hoʻokumu ʻia ʻo OLA Alliance e hoʻolaha i ka pilina home akamai.Ma ka lā 1 o Dekemaba, ua hoʻokumu pū ʻia ka Open Link Association (OLA Alliance) e nā mea hoʻonaʻauao 24, China Federation of Industrial Economics, Alibaba, Baidu, Haier, Huawei, JD, Xiaomi, China Telecom, China Institute of Information and Communication, China Mobile a nā ʻoihana ʻē aʻe.Manaʻo ʻo OLA Alliance e hāʻawi i ka pāʻani holoʻokoʻa i nā pono o ka ʻoihana pūnaewele o nā mea, kūkulu i kahi maʻamau pili hui a me ka ʻoihana kaiaola o ka Pūnaewele o nā Mea me ka ʻenehana alakaʻi e kūlike i nā ʻano o ka ʻoihana Kina, a wehe a hoʻolaha iā ia i ka honua.Wahi a ka papahana huahana OLA Alliance, ʻo ka pūʻulu mua o nā huahana e pili ana i ka maʻamau pili o OLA Alliance, me nā ʻōlelo akamai, nā ʻīpuka, nā alahele, nā ea, nā kukui akamai, nā magnet puka, nā paepae ao a me nā polokalamu, e ʻike i ka cross-platform, kea a me ka cross-category huahana interoperability, ka mea i paipai nui i ke kaʻina hana o ka hale akamai ma Kina.
Home akamai mai nā huahana hoʻokahi akamai a hiki i ka pae hoʻonā hoʻokahi.I ka wā mua o ka hoʻomohala ʻana i ka home akamai, ʻo nā pahu huahana hoʻokahi ka mea nui, ʻo Wi-Fi, APP a me ke ao nā mea maʻamau ʻekolu, a ua lilo nā mea ʻōlelo akamai i mākeke nui no ka teritori.Me nā pilikua pūnaewele kūloko E like me Ali a me Xiaomi e komo ana i ka manuahi-no-a pau, ke komo nei nā mea kamaʻilio akamai i ka pōʻai haʻahaʻa.I kēia manawa, hoʻokaʻawale ʻia ka hiʻohiʻona o ka home, a ke hoʻonui nei nā ʻano o nā mea akamai, kahi e hānau ai i nā ʻano huahana akamai e like me ke kukui naʻauao, nā kāmera akamai, nā hoʻololi naʻauao a pēlā aku, a wehe i ke au o ka home naʻauao hoʻokahi. naauao hale holookoa.I ka wā e hiki mai ana, me ka holomua wikiwiki o nā ʻenehana nui ʻehā o ka Internet of Things, ka hoʻopili ʻana i ke ao, ka helu ʻaoʻao a me ka naʻauao hana, ʻo AloT ka nui o nā mea hana, a e hoʻonui ʻia ka pilina ma waena o lalo a me ke ao.Ma ke kumu o ka nui o ka ua ʻikepili mea hoʻohana, e hoʻonui ʻia ka pono e kūkulu i nā kiʻi no ka nānā ʻana.

ʻO ke kaulahao ʻoihana home akamai: hoʻolaha ʻia ka localization hardware upstream, a ʻo ke ʻano hoʻokūkū waena "ʻekolu ʻāpana o ka honua".

Iuka: Hoʻokaʻawale ʻia ka upstream o ka home smart i nā lako a me nā lako polokalamu.

Lako Lako:ʻO nā ʻāpana e pono ai no ka home akamai e like me nā ʻāpana koʻikoʻi i ka ʻoihana pūnaewele o nā mea.I kēia manawa, ʻoi aku ka nui o nā mea kūʻai aku ma nā ʻāina ʻē, e like me Qualcomm, Nvidia, Intel, a me nā mea ʻē aʻe. Ke koi nei ʻo Domestic Lexin Technology i ka noiʻi a me ka hoʻomohala ʻana a me ka hana hou o AIoT chip, a ʻo ia kekahi o nā mea hoʻolako nui ma ke kahua o Wi-Fi MCU chips ma ka Internet of Things.ʻO ka ikaika hoʻololi hoʻokomo a me ka hoʻokūkū mākeke kūloko.Ma ke ʻano o ka mana naʻauao, loaʻa nā ʻoihana alakaʻi kūloko i nā heertai a me Topang.

lako polokalamu: ʻO ka manaʻo o ka polokalamu catalysis ka ʻenehana kamaʻilio uila o ka Pūnaewele o nā Mea.E hoʻokumu mālie ʻia kahi maʻamau kamaʻilio ʻoihana i hui pū ʻia e hiki ke hoʻomalu ʻia ka home akamai i kēlā me kēia manawa.ʻO nā mea pāʻani nui o ka home ʻo Huawei a me ZTE.Hoʻohana nui ʻia ka ʻenehana kapua i ka home akamai, a ʻo nā ʻenehana naʻauao artificial e like me ka ʻike ʻana i ka mīkini a me ka ʻike kumu e hoʻomaikaʻi mau nei i ka hiki ke kamaʻilio o ka home akamai.ʻO nā ʻoihana hoʻolālā home ka BAT a me Huawei.

Midstream: Loaʻa i ka Smart home midstream nā mea hana huahana hoʻokahi a me nā paepae, aia ʻekolu ʻano ʻoihana e komo i ka hoʻokūkū.Ua hoʻolaha nā ʻoihana ʻenehana home kuʻuna, e like me Gree, Haier, Midea, a me nā mea ʻē aʻe, i nā ʻano huahana home appliance like ʻole, a ma ke kumu o nā ʻāpana ʻenehana home akamai, hui pū lākou me nā mea lawelawe lako polokalamu e kūkulu i ka ʻōnaehana kaiaola.ʻO nā hui ʻenehana pūnaewele, e like me BAT, Huawei a me Xiaomi, ua hoʻopuka i ka ʻenehana home akamai ma o kā lākou pono ʻenehana.No ka laʻana, ua hoʻokō ʻo Xiaomi i ka hoʻolālā "1 + 4 + N", e lawe ana i nā kelepona paʻa e like me ke kumu a me ka TVS akamai, nā mea haʻi'ōlelo, nā ala ala a me nā kamepiula e like me ke komo ʻana e hana i kahi matrix huahana a hoʻokumu i nā platform IoT.Hoʻokaʻawale ʻia nā ʻoihana hou i ʻelua mau pūʻulu.Hoʻopili kekahi i ka hoʻolālā o nā huahana naʻauao, e like me Luke, a hāʻawi kekahi i nā hoʻonā, e like me Oribo.

Ma lalo o ke kahawai: ʻO ka lalo o ka home akamai he ala kūʻai kūʻai mea hoʻohana, e ʻike ana i nā kūʻai kūʻai piha me ke kōkua o nā kūʻai pūnaewele a me waho.Aia nā ʻano kikoʻī: e-commerce platform, O2O sales, smart home experience hall, etc.

4.4 Hoʻokomo ʻia ka Pūnaewele Satellite i loko o ka ʻōnaehana hou, e hoʻomaka ana i ka hana nui

E hoʻopili ʻia ka Pūnaewele Satellite i ka māhele kikohoʻe, me ka loaʻa kālā ukali kiʻekiʻe ma mua o $30 biliona e 2024.Ma ʻApelila 20, 2020, ua helu ʻia ka Internet satellite ma ke ʻano he "ʻenehana hou" no ka manawa mua.I ka makahiki 2019, ʻo 53.6% ka helu komo ʻana o ka pūnaewele puni honua, a kokoke i ka hapalua o ka heluna o ka honua he "offline".Ke hoʻohālikelike ʻia me ke kahua kahua kahua, loaʻa nā pōmaikaʻi o ka Internet satelite e like me ka uhi ākea, ke kumu kūʻai haʻahaʻa a ʻaʻohe palena o ka ʻāina, a ʻo ia kekahi o nā hopena koʻikoʻi e hoʻonā i ka māhele kikohoʻe a kūkulu i ka pilina honua.Me ka hoʻomaikaʻi ʻana i ka ʻenehana, ke hoʻololi mālie nei nā satelite kiʻekiʻe i nā satelite kamaʻilio kuʻuna.Loaʻa ka loaʻa o ka ʻoihana satellite kiʻekiʻe iā mākou i $ 9.1 biliona ma 2019, me ka piʻi ʻana o ka ulu ʻana ma kahi o 30% ma waena o 2018 a me 2024. ʻO nā kumu waiwai nui he broadband, kamaʻilio kelepona, a me ke kālepa ʻoihana.

Ua hoʻonui ʻia ke kaulahao ʻoihana o ke kamaʻilio satellite, a ua hoʻonui ʻia ka mākeke c-end.I kēia manawa, ʻo ka hana ʻana o ka ʻāina a me nā noi ukali no 90% o ka loaʻa kālā o ka ʻoihana ukali, a ʻo nā lawelawe broadband c-terminal, automotive a me nā lawelawe ʻoihana mokulele e lilo i kumu nui o ka loaʻa kālā o ka honua satellite ma 2030. ʻO ka ʻoihana a me ka ʻenehana ʻike ʻike ʻenehana i ka hohonu hohonu, e hana ʻia nā lawelawe kamaʻilio ukali e hiki mai ana e kahi kumuwaiwai hoʻokahi e hana ana i nā lawelawe ʻike waiwai i hoʻohui ʻia, e like me ka hana ʻana i ke koi hoʻokele automated no ka pili pūnaewele, ʻike i ka Pūnaewele o nā mea noiʻi hiʻohiʻona, etc. ., pili a pau i nā mea hoʻohana hope C e hāʻawi i nā hoʻonā kamaʻilio maikaʻi.

ʻOi aku ma mua o 10,000 mau noi ukali i hoʻopau ʻia, e hōʻailona ana i kahi manawa o ka hoʻomohala wikiwiki ʻana o ka pūnaewele ukali o Kina.Ma ka lā 4 o Kekemapa, 2020, ua hoʻokuʻu ʻo Kina i nā satelite 75, ke kūlana ʻelua ma ka honua, a ua hoʻopau i ka pae mua o kāna papahana kapuaʻi satellite Internet of Things.Ma Sepatemaba 28, 2020, ua hoʻouna aku ʻo Kina iā ia i ka ʻikepili orbit a me ka hoʻohana pinepine ʻana i ka ʻikepili o ka constellation haʻahaʻa haʻahaʻa o Kina, nona ka huina o 12,992 satelite.Me ka hoʻonui ʻana o ka hiki o nā satelite he nui i hoʻokahi rocket a me ka emi ʻana o ke kumukūʻai hoʻokuʻu, e komo ʻo Kina i ka manawa koʻikoʻi o ka hoʻokuʻu ʻana i ka satellite ma 2021.

ʻO kekahi o nā mea e pono ai no ka hoʻopau ʻana i kahi hana ʻoihana satellite nui ka pae ʻana o kahi hale hana satellite nui. Ma ke ʻano o nā ʻoihana mokuʻāina, ʻo ka Shanghai Micro Satellite Engineering Center, i kūkulu pū ʻia e ka Chinese Academy of Science a me ke kūlanakauhale ʻo Shanghai, e hoʻolālā e kūkulu i kahi hale hana satellite i ka lua.Ua hui pū ʻo Dongfanghong satellite me Aihualu Robot e hoʻokaʻawale i ka hui ʻana o nā laina hana kūloko o nā micro-satellites kalepa ma o nā robots naʻauao.Ma ke ʻano o nā ʻoihana pilikino, ua hoʻokumu ʻia nā hale hana Satellite o Yinhe Aerospace, Nintian Microstar a me Guoxing Aerospace, a ua hoʻomaka pū ʻo Geely e hui pū me ka papahana satellite.

Ua loaʻa ke kālā kālā no nā ʻoihana kikowaena pilikino, a ʻo ka hiki ke hoʻomaka paʻa a hoʻomau ke kī. ʻOiai ua hoʻemi nui ka ʻenehana hoʻolaʻa pōhaku ʻo Space X i nā kumukūʻai hoʻomaka a ua hoʻomaka maikaʻi i nā misionari he 60 mau hōkū i ka pana hoʻokahi, ua piʻi ka hoʻopukapuka ʻoihana Space.Ma ka lā 4 o Dekemaba, e like me ka ʻike i hoʻokuʻu ʻia e 36KR, he 14 mau manawa kālā i loaʻa i ka ʻoihana kikowaena kalepa ma 2020, 8 o ia mea e pili ana i ka nui o ka RMB 100 miliona.Ma waena o lākou, ua hoʻopau ʻo Changguang Satellite i ka RMB 2.464 biliona ma mua o ka IPO puni kālā, ua hoʻopau ʻo Blue Arrow Space i ka RMB 1.3 biliona C + puni kālā.Ma hope o ka hoʻopukapuka kālā, ʻo ke kumukūʻai o Galaxy Space kahi kokoke i 8 biliona yuan, e lilo ana i ʻoihana unicorn mua ma ke kahua o ka Internet satellite, a ʻo ke kapikala ke poʻo.Ke hoʻohālikelike ʻia me Space X a me OneWeb, nā hui kūʻokoʻa kūʻokoʻa o Kina i kahi ākea nui i ka hiki ke hoʻokuʻu ʻia, me ʻelua wale nō o ʻehā mau hoʻokele rocket kālepa i kūleʻa.ʻO ka hoʻokō ʻana i ka loop closed loop ʻo ia ke kumu nui no ka hoʻomohala hoʻomau ʻana o nā ʻoihana i ka wā e hiki mai ana, a ʻo ka hiki ke hoʻomaka paʻa a paʻa ke kumu nui.I Nowemapa 2020, ua hoʻokomo maikaʻi ʻia ka Xinghe-powered Ceres 1 i loko o ka orbit, a ua kūleʻa ka holo hoʻāʻo mokulele Blue Arrow.Manaʻo ʻia ʻo ia e holo mua i ka makahiki aʻe.

Ua manaʻo ʻia e hiki i ka 600-860 biliona yuan ka waiwai hoʻopuka o ka ʻoihana ukali o Kina i nā makahiki ʻeiwa e hiki mai ana.Wahi a THE ITU, pono e hoʻokuʻu ka hui hōkū i ka hapalua o kāna mau ukali i loko o ʻeono makahiki a hoʻokuʻu piha ʻia i loko o ʻeiwa.ʻO ka hiʻohiʻona pessimistic e hoʻokuʻu ʻia ka 75% o nā satelite i nā makahiki ʻeiwa e hiki mai ana, me 2,450 satelite, a ʻo ka manaʻo manaʻo maikaʻi ʻo 100% o nā satelite e hoʻokuʻu ʻia, me 3,500 satelite.Ua manaʻo ʻia i loko o nā makahiki ʻeiwa e hiki mai ana, e piʻi ana ka waiwai hoʻopuka o ka ʻoihana ukali o Kina i 600-860 biliona yuan.

Hōʻike ka hoʻolālā kālā i ka hana mua ʻana, a laila huli i ke kaulahao ʻoihana ma lalo o ka hoʻopukapuka.Ke manaʻoʻiʻo nei mākou e hoʻomaka ka polokalamu Pūnaewele Satellite Constellation me ka hana ʻana a me ka hoʻomaka ʻana o nā satelite, a ma hope o ka pau ʻana o ka pūnaewele mua no ka lawelawe ʻana, e hoʻomaka ka hana ʻana i nā mea hana honua a me nā noi ukali.Hoʻokomo mua nā manawa hoʻolimalima kaulahao ʻoihana i nā ʻoihana kaulahao ʻoihana upstream e like me ka hana ukali a me ka hoʻokuʻu ukali, a laila huli mālie i nā hui kaulahao o lalo e like me nā lako lepo, ka hana ukali a me ka noi ukali.

ʻO ka hana ʻana i nā Satellite: alakaʻi ʻia e "hui aupuni", hoʻohui ʻia e nā ʻoihana pilikino.Ma ke kahua o ka hana satellite, ʻo nā ʻoihana mokuʻāina i hōʻike ʻia e nā ʻoihana aerospace a me nā ʻoihana koa a me ka National Defense Research Institute he ikaika koʻikoʻi a hiki iā lākou ke hoʻokō i ka holo ʻana o ka satellite holoʻokoʻa a hoʻomaka i nā misionari, e noho ana i kahi kūlana.ʻO nā ʻoihana mokuʻāina nui i ka hana ukali, ʻo ia hoʻi: 1) ʻO ka Fifth Institute of Space Science and Technology, kahi e hana nei i ka hoʻomohala ʻana i ka ʻenehana ākea a me nā mokulele, a ua hoʻomohala a hoʻokuʻu ʻia ma mua o 200 mau mokulele;2) China Satellite (hui i hoʻopaʻa inoa ʻia e ka Fifth Academy of Aerospace Sciences), me ka hoʻonohonoho multi-layer i ke kaulahao ʻoihana o ka hoʻomohala ʻana i nā satelite liʻiliʻi, ka hoʻohui ʻana i ka ʻōnaehana noi honua, ka hana ʻana i nā mea hana terminal a me ka lawelawe hana ukali;3) ʻO Shanghai Academy of Space Technology, ke kumu noiʻi nui a me ka hoʻomohala ʻana o nā satelite meteorological a me nā satelite mamao mamao ma Kina;4) ʻO ka lua o ka Institute of Aerospace Science and Industry, ke alakaʻi o ka hana "Hongyun Project", a me nā mea ʻē aʻe. nā hoʻomaka, ʻo ka ʻōnaehana ʻoihana pilikino e maʻalahi, hiki ke hoʻohana ʻia ma ke ʻano he kumu hoʻohui kūpono i nā ʻoihana aupuni.

Hoʻomaka Satellite:ʻO China Aerospace Science and Technology Corporation a me China Aerospace Science and Industry Corporation nā "hui aupuni" o nā mea lawe pōhaku, a ua hoʻokō mua nā ʻoihana pilikino i ka holomua holomua.Aerospace ʻepekema a me ka ʻenehana pūʻulu a me Aerospace ʻepekema a me ka hui ʻoihana lawe kokoke i nā mea a pau e lawe i ke ahi i ko mākou ʻāina ʻO nā hana kūkulu ʻana i ka pua, me ka hui ʻenehana lewa. ʻO ka spectrum holoʻokoʻa, mai ke ʻano like like a hiki i ka hoʻouna ʻana i ka huakaʻi lōʻihi o kēia manawa Ua ʻoi aku ka nui o ka pahu lawe pahu i 300;ʻO ka Casic's Pioneer a me Kuaizhou rockets he mau pahu kaʻa paʻa paʻa e kuhikuhi ana i ka hoʻokuʻu ʻana o ka honua haʻahaʻa.Ma waena o nā ʻoihana pilikino hou i hoʻokumu ʻia, Star Glory, Blue Arrow space, Onespace a me Lingke Space ua hoʻopau i kā lākou huakaʻi hoʻomaka mua mai 2018. ka lele ʻana mai ka pōhaku paʻa a i ka pōhaku wai.

Hoʻokaʻawale ʻia nā hui ʻoihana ʻāina Satellite, a he monopoly ʻo China Satcom i nā hana satellite.Hoʻokaʻawale ʻia nā mea hana ʻāina Satellite i ʻelua mau ʻāpana: nā mea hana pūnaewele honua a me nā mea hoʻohana terminal.ʻO China Aerospace Science and Technology Corporation, Kina Satellite, Big Dipper Star, Hage Communications, Kina Haida a me nā mea'ē aʻe e pili ana i ke kūkuluʻana i nā mea hana honua.ʻO ka hui hana satellite wale nō ma Kina ʻo China Satcom, nāna e hoʻokaʻawale i ka mākeke hana satellite.ʻO nā mea hana noiʻi satellite ʻē aʻe ʻo Aerospace Hongtu, Hualichuangtong, polokalamu Hypermap, unistrong, etc.
5. ʻO ka hoʻokele naʻauao: ʻO ka naʻauao ka manawa nui loa, a ʻo ka manawa nui i loko o ke kaulahao lako

5.1 Me ke komo ʻana o Huawei i nā kaʻa akamai, ke alo nei ke kaulahao waiwai ʻoihana i ka hoʻoponopono hou ʻana

ʻO ka Intellectualization kahi manawa kūpono ʻole i nā makahiki 30 e hiki mai ana.ʻO ka naʻauao kaʻa kekahi o nā hiʻohiʻona koʻikoʻi i ke au o ka naʻauao.E hoʻihoʻi hou ka ʻoihana kaʻa i ka hoʻololi ʻana mai nā mīkini hana i nā smartphones, a e hoʻoponopono hou ʻia ke kaulahao lako ʻoihana a me ke kaulahao waiwai.I kēia manawa, ke hana nei ka ʻenehana ICT a me ka ʻoihana kaʻa i ka hohonu o ka convergence, ʻo ka helu helu a me ka naʻauao e lilo i wahi mana hoʻolālā hou o ka ʻoihana.ʻO ka mākeke kaʻa maʻamau, ma kahi o ʻekolu manawa ka nui o nā smartphones, ʻoi aku ka hoʻolālā.Ma kahi o 1.8 biliona kelepona paʻa i hoʻouna ʻia ma ka honua holoʻokoʻa a ʻo ka mākeke honua ke kumukūʻai ma kahi o $500 biliona, e like me ka IDC.Wahi a ka International Organization of Automobile Manufacturers, ʻo ka hoʻouna ʻana o nā kaʻa kaʻa kaʻa honua i ka makahiki 2019 he 64.34 miliona mau ʻāpana, a ʻo ka nui o nā moku kaʻa he 91.36 miliona mau ʻāpana.Ma muli o ke kumukūʻai kaʻa kaʻa kaʻa awelika o 200,000 yuan, ʻo ka mākeke kaʻa kaʻa kaʻa honua wale nō i hiki i kahi 1.8 trillion kālā.ʻOi aku ka maikaʻi o ka mākeke kaʻa no Huawei ma mua o ka mākeke smartphone $500 biliona.

Mai ka manaʻo o ka manawa, ua hoʻomaikaʻi wikiwiki ʻia ka pae o ka ʻike kaʻa, a ke hoʻololi nei ka ʻoihana kaʻa mai ka hana kuʻuna i ka hana ʻenehana.Wahi a China Automotive Research And Development Co., LTD., ʻO nā kaʻa hou 573 i hoʻokuʻu ʻia ma waena o Ianuali a me ʻOkakopa 2020, 239 e loaʻa iā L1 ka hana hoʻokele autonomous, aʻo 249 e loaʻa iā L2 ka hana hoʻokele autonomous.Mai Ianuali a ʻOkakopa 2020, ua hōʻea ka nui o ka hui o L1 a me L2 kōkua kōkua kaʻa ma mua o 40%, a ke manaʻo ʻia e hoʻomau i ka piʻi i ka wā e hiki mai ana.

Ke piʻi wikiwiki nei ka piʻi ʻana o ka electrification a me ka electrification, ʻoiai ʻo ka hoʻokele naʻauao aia nō i kona pae mua.I kēia manawa, ʻoiai ʻo ka piʻi ʻana o nā kaʻa L1/L2 naʻauao pili i hiki i kahi kokoke i 30%, ʻo ia ka mea e like me ke kiʻekiʻe o ke komo ʻana o nā kelepona honua ma 2011, ʻo ka hoʻokele naʻauao honua i ka pae mua o ka naʻauao.I ka wā e hiki mai ana, me ka hoʻolaha ʻana o 5G-V2X, ka pae ʻana o ka palapala ʻāina wehewehe kiʻekiʻe a me ke alanui, a me ka hoʻomaikaʻi mau ʻana o ka pae naʻauao o nā kaʻa, e lele mālie ka hoʻokele akamai mai L1/L2 a i L3/L4 a hiki i L5.

ʻO ke komo ʻana o Huawei i nā kaʻa akamai i kēia manawa he koho hiki ʻole ke hoʻohui i kāna endowment ponoʻī a hoʻokō me ka ʻoihana ʻoihana.ʻO ka mōʻaukala, ʻo Huawei ka nui o ka hoʻokele waiwai hoʻolālā i nā ʻoihana hou e hoʻokō maʻamau i ʻelua mau kūlana: ʻo ka mua, kahi mākeke nui;ʻO ka lua, mai ka manawa o ka manawa, aia ka mākeke i ka pō o ka hoʻomaikaʻi wikiwiki ʻana o ke komo ʻana.

Ua hoʻokuʻu hou ʻo Huawei i ka hōʻailona kaʻa akamai piha piha HI, a ua hoʻokumu piha ʻia ka matrix huahana o ka Pūnaewele o nā kaʻa. Ma ʻOkakopa 30, 2020, ua wehe ʻo Huawei iā HI (Huawei Intelligent Automotive Solution), kahi hōʻailona kūʻokoʻa o nā ʻōnaehana kaʻa Intelligent, i kāna hoʻolaha huahana hou makahiki.ʻO ka hāʻina kaʻa akamai piha piha i ka HI me ka 1 computing a me ka hoʻolālā kamaʻilio a me nā ʻōnaehana naʻauao 5, ka hoʻokele akamai, ka cockpit naʻauao, ka uila naʻauao, ka pūnaewele naʻauao a me ke ao kaʻa akamai, a me kahi pūʻulu o nā ʻāpana akamai e like me lidar, AR-HUD.HI's algorithm hou a me ka hana'ōnaehana nenoaiu komo ekolu helu helu anuu, naauao kaʻa lolouila anuu, naauao cockpit computing anuu a me ka naauao kaʻa hoʻomalu computing anuu, a me ekolu hana nenoaiu AOS (intelligent kaʻa 'ōnaehana), HOS (intelligent cockpit operating system) a me VOS (ʻōnaehana hoʻokele kaʻa akamai).

1) Hoʻokahi hale helu a me ke kamaʻilio. Ma muli o nā hana o nā ʻāpana uila kaʻa, ua māhele ʻia ʻo Huawei computing a me ka hoʻolālā kamaʻilio ʻana i ʻekolu mau kikowaena: ka hoʻokele, cockpit, a me ka hoʻokele kaʻa, a hāʻawi i ʻekolu mau papa helu helu a me nā ʻōnaehana hana.Kōkua kēia hale hana i nā mea hana kaʻa kuʻuna e hoʻolalelale i ke kaʻina hana o nā kaʻa i wehewehe ʻia i ka polokalamu a ʻike i kahi ʻano ʻoihana hou me ka lako lako a me nā polokalamu hiki ke hoʻonui.

2) ʻElima ʻōnaehana akamai.Hoʻomaikaʻi ʻo Huawei i ka ʻupena o nā kaʻa e hoʻonohonoho i ke ao kapuaʻi, e hāʻawi ana i ʻelima mau ʻōnaehana naʻauao.Hāʻawi ka ʻaoʻao hope i ka ʻōnaehana naʻauao a me ka ʻōnaehana ikehu, ʻo ka ʻaoʻao hoʻokele ʻōnaehana naʻauao e uhi i kahi moʻo o nā huahana e like me ka module kamaʻilio, T-pahu a me ka pūnaewele ma luna, a hāʻawi ka ʻaoʻao ao i ka huawei cloud-based autonomous driving cloud service a ʻO ka ʻōnaehana cockpit akamai ʻo HiCar.

3) 30+ mau ʻāpana akamai.Ma ka hoʻokūkū pololei me Tier1 kuʻuna, lilo ʻo Huawei i ka mākeke hoʻonui Tier o nā kaʻa naʻauao, hāʻawi pololei i nā ʻāpana naʻauao e like me ka lidar a me AR HUD i nā ʻoihana kaʻa.

I kēia manawa, hoʻohana ʻia ka mākeke o ka Internet o nā kaʻa a me ka hoʻokele akamai e nā hui nui Tier1 honua.ʻO ke kūlana ponoʻī o Huawei e kālele ana i ka ʻenehana ICT a lilo i mea hoʻolako mea hoʻohui, e kū ana i ka 70% o ka mākeke incremental.I ka wā lōʻihi, manaʻo mākou ua manaʻo ʻia ʻo Huawei e hoʻopiha i ka ʻāpana kūloko a lilo i mea hoʻolako honua Tier1 e like me Bosch a me Mainland China.

5.2 Ke hoʻokele akamai: e nānā i ka ʻike hoʻolālā + papa hoʻoholo, ka paepae helu a me ka ulu ʻana o ka lidar ikaika loa.

ʻO ka ʻōnaehana hoʻokele akamai ka ʻāpana hoʻonui nui o ke kaʻa naʻauao ʻokoʻa mai ke kaʻa kuʻuna, hiki ke hoʻokaʻawale ʻia i ka papa ʻike, ka papa hoʻoholo a me ka papa hoʻokō.I kēia manawa, loaʻa iā Huawei kahi hoʻolālā no lākou āpau.ʻO ka papa ʻike (maka a me ka pepeiao): ʻo ka nui o nā kāmela, millimeter-wave radar, lidar a me nā mea ʻike ʻē aʻe e ʻike ai i ka ʻike o ke kaiapuni.ʻO ka papa hoʻoholo (lolo): me nā chips a me nā papa helu helu, kuleana no ka hoʻoponopono ʻana i ka ʻike, a ma muli o ka ʻike e wānana, hoʻoponopono, a hāʻawi i nā kuhikuhi.ʻO ka papa hoʻokō (nā lima a me nā wāwae: me ka braking, hoʻokele, a me nā mea ʻē aʻe, ke kuleana no ka hoʻokō ʻana i nā kuhikuhi a me ka hana ʻana i nā hana e like me ka braking, hoʻokele, hoʻololi ala, etc. papa hoʻoholo, ʻoiai ʻo ka papa hoʻokō e pili ana i ka hoʻonui a me ka hoʻololi.

Manaʻo mākou e hiki i ka 220,8 billion yuan ma 2025 a me 500 billion yuan ma waena o lākou, ʻo ka waiwai o ka pae hoʻoholo ka mea kiʻekiʻe loa. ʻoi aku ma mua o 50%.Ma ke ʻano o ka ulu ulu ʻana, ʻoi aku ka maikaʻi o ka ulu ʻana o ka platform computing platform a me lidar, me ka nui o ka ulu ʻana o ka hui ma mua o 30% i nā makahiki he ʻumi e hiki mai ana.

ʻO nā manawa hoʻolimalima: ʻO ka ulu ikaika loa i nā makahiki he ʻumi e hiki mai ana ma nā papa helu helu, nā lidar a me nā kāmela i loko o nā kaʻa, e kālele ana i ka hoʻolako ʻana i ke kaulahao a me nā manawa kūpono honua.

Loaʻa iā Huawei nā pono lako lako a me ka hoʻopili helu ʻana ma ke kahua o ka hoʻokele naʻauao, a ʻo kona komo ikaika ʻana he mea kūpono ia i ka wikiwiki ʻana i ke kaʻina hana kalepa o ke kaulahao ʻoihana holoʻokoʻa.Ma ke kahua o ka ʻike ʻike e like me ka kamera, ua puka mai kekahi mau hui hoʻokūkū honua ma Kina, e like me Sunny Optics, Howe Technology, a me nā mea ʻē aʻe, e pōmaikaʻi ana i ka ulu ʻana o ka huina a me ka māhele o ka mākeke kaʻa.I ka wā lōʻihi, ʻoi aku ka ikaika o ka ulu ʻana o ka lidar a me nā platform computing i nā makahiki he 10 e hiki mai ana, a ʻoiai ʻo ka hoʻokūkū i kona wā kamaliʻi a mamao loa ka ʻāina, hiki ke kau ʻia ka manaʻo ma nā ʻoihana kalepa mua me ka neʻe mua. pono a me ka hiki ke hoʻonui i ka honua.

ʻO ka hui nui ma ka ʻoihana home

Paʻi kiʻi ma luna o ka papa: Sainty Optics (lens optical), Weil Holdings (nā ʻike kiʻi)

Lidar: Lasai Technology, Radium God Intelligence, Sagittarius juchuang

Papahana helu helu: Huawei, Horizon Line Control: Bethel

5.3 Smart Cockpit: ʻO ka ʻōnaehana infotainment kaʻa ka mea nui, e kālele ana i nā mea hoʻolako me nā pono hoʻokūkū ma nā lako waiwai, ʻōnaehana hana/pololei.
E hoʻololi loa ka naʻauao i ke ʻano ʻoihana maʻamau, kūʻai aku i nā kaʻa ʻaʻole ia ka hopena o ka ʻike waiwai akā he wahi hoʻomaka hou.ʻO ka cockpit ke kikowaena o ka pilina naʻauao ma waena o nā kānaka a me nā kaʻa.Ma ke ʻano holoʻokoʻa o nā kānaka, kaʻa a me ka home, ʻo ka ʻike maʻamau o nā hiʻohiʻona he nui ke kī i ka cockpit naʻauao.

Ke manaʻoʻiʻo nei mākou ʻo ka cockpit naʻauao ka noi ʻoi loa i ke kaʻina hana o ka hoʻokele akamai,a ua manaʻo ʻia ka nui o ka mākeke e hiki i ka 100 billion yuan e 2025 a me 152,7 billion yuan ma 2030. Ma waena o lākou, ʻo ka ʻōnaehana hoʻokipa kaʻa ka mea kiʻekiʻe loa 60% a i ʻole. Ua hoʻomaka ka ʻokoʻa ka lako a me ka lako polokalamu o ka cockpit naʻauao.Ke emi nei ke kumukūʻai o nā lako lako e like me ka pale me ka oʻo ʻana o nā mākau ʻenekinia, a piʻi ka waiwai o ka leʻaleʻa kaʻa a me nā polokalamu ʻē aʻe me nā hana waiwai.Pono ka hoʻopukapuka ʻana i ka wā e hiki mai ana i nā mea hoʻolako ʻo Tier 1 me nā pono i hoʻohui ʻia a me nā pono hoʻokūkū ma nā lako waiwai, ʻōnaehana hana/polokalamu.

Ma ke kahua o ka cockpit akamai, oem, Tier1 kuʻuna a me Internet pilikua e hoʻokokoke ana i nā mea hoʻohui pūnaewele Tier0.5.ʻO ke ʻano o ka wā e hiki mai ana ʻo ka crossover a me ka hoʻohui ʻana a me ka wehe ʻana i ka nui, a ua hoʻoneʻe ʻia ka waiwai i ka polokalamu / algorithm, noi a me ka lawelawe.ʻO ka manaʻo o kēia manawa ma luna o nā mea kūʻai aku ʻo Tier 1 me nā pono i hoʻohui ʻia a me nā pono hoʻokūkū ma ka ʻōnaehana kumu a me ka ʻōnaehana hana.

ʻO ka hui nui ma ka ʻoihana home

Pūnaehana hana: Huawei, Ali, Zhongke Chuangda

Nā mea hoʻohui pūnaewele hoʻokipa ʻo Supcon: Desai Xiwei, Huayang Group, Hangsheng Electronics

Leʻaleʻa kaʻa: Baidu, Ali, Tencent, Huawei

Hōʻike (HUD / dashboard / kikowaena mana kikowaena): Desai Xiwei, Huayang Group, Zejing Electronics

Nā mea hana chip: Huawei, Horizon, Allambition Technology

5.4 Uila akamai: piʻi wikiwiki ka helu komo ma lalo o ka hoʻokele kulekele.Manaʻo ʻia e hoʻolohe i nā manawa hoʻopukapuka i nā kaulahao ʻoihana mākeke incremental e like me ka hoʻouka ʻana i ka puʻu a me ka mana semi-conductor mana.

ʻO "ʻekolu uila" ka mea nui o nā kaʻa ikehu hou e ʻike ai i nā kaʻa wahie kuʻuna.Manaʻo mākou e piʻi ka nui o ka mākeke o ka kaʻa kaʻa kaʻa "ʻekolu mana" i ka 95.7 biliona yuan ma 2020, 268.5 biliona yuan ma 2025 a me 617.9 biliona yuan ma 2030, me ka piʻi nui o ka ulu ʻana ma mua o 20% i 2020-2030.

Manaʻo ʻia e hoʻolohe i nā manawa hoʻopukapuka o nā kaulahao ʻoihana mākeke incremental e like me ka charging pile a me ka semiconductor mana automotive.

Ke manaʻoʻiʻo nei mākou ʻo ka noi no ka mana kiʻekiʻe a me ka hoʻonohonoho magnet mau loa o nā kaʻa uila e hoʻolaha i ka ʻōnaehana uila e hoʻohui nui ʻia, ke hoʻomau nei ka koi no ka IGBT a me nā mea mana silicon carbide, a me nā mea mana i hui pū ʻia e hāpai i ka hoʻomaikaʻi ʻana i ka hoʻoilo. ʻōnaehana.Ma waho aʻe o nā pākaukau, he hohonu ka hohonu o Huawei i nā loulou kumu a pau o ka uila naʻauao, ʻoiai ʻo nā ʻoihana kūloko a me nā ʻoihana e pili ana i kahi pilina hoʻokūkū, akā i ka wā mua o ka hoʻomohala ʻana i ka ʻoihana, mamao loa ka mākeke, pono e uku nā mea hoʻopukapuka. ʻoi aku ka nānā ʻana i ka piʻi wikiwiki ʻana o nā manawa komo i ka ʻoihana.

ʻO ka hui nui ma ka ʻoihana home

Puʻu hoʻopaʻa: Telai uila uila: Ningde Times, BYD

IGBT: Hoku hapalua alakai, BYD

Silicon carbide: Shandong Tianyue, SAN 'he photoelectric

Hooponopono wela: ka mana naauao o Sanhua

5.5 Pūnaehana naʻauao: ʻO ke ʻano o ka hoʻonohonoho mua ʻana o ka Internet of Vehicles, module a me T-box no nā ʻoihana liʻiliʻi a me ka nui.

Ke manaʻoʻiʻo nei mākou ʻo ka module on-board, module gateway a me T-box ka mea nui i loko o ka kaʻa e ʻike ai i ka hana kamaʻilio ma luna o ka papa.E like me ka helu ʻana, hiki i ka 27,6 biliona yuan ma 2025 a me 40,8 biliona yuan ma 2030 ka nui o ka wahi waiwai o ka mākeke kaʻa kaʻa Kina no ke kaʻa kaʻa T-box 10 mau makahiki. %.

ʻO nā manawa kūpono: ʻO nā chips ka pāʻani o nā keikikāne nui, nā mods a me nā pahu T e hiki ai i nā ʻoihana liʻiliʻi ke wehe.

ʻO chips ka pāʻani o nā keikikāne nui, a aia kahi lumi no nā mea pāʻani liʻiliʻi e haki i loko o nā mods a me nā pahu T.Ma ke kahua o nā chips kamaʻilio a me nā modules, ʻo nā mea pāʻani pāʻani maʻamau e like me Qualcomm a me Huawei.ʻOi aku ka kiʻekiʻe o ka pā hoʻokūkū chip, ʻoi aku ka lokomaikaʻi o ka uku, e nānā mau ka pilikua i ka chip no ka manawa lōʻihi, e hoʻohana ponoʻī ʻia ka module chip a hoʻolako i nā mea kūʻai aku kiʻekiʻe.No laila, aia nā manawa kūpono no nā mea hana chip module kuʻuna e wehe i kēia kahua.

ʻO ka hui nui ma ka ʻoihana home

Module kamaʻilio: kamaʻilio mamao, kamaʻilio ākea

T-pahu: Huawei, Desai Ciwei, Gao Xinxing

5.6 ʻO ka lawelawe ao kaʻa: He ākea ka manaʻolana o ka lawelawe kapuaʻi kaʻa.Me ka lawelawe piha piha, manaʻo ʻia ʻo Huawei e hopu

Ua lohi ʻo Huawei ma ke kahua o nā lawelawe kapuaʻi kaʻa.Hāʻawi nui ia i ʻehā mau lawelawe kapuaʻi kaʻa hoʻonui nui, ʻo ia hoʻi ka hoʻokele autonomous, ka palapala kiʻekiʻe kiʻekiʻe, Internet of Vehicles a me V2X.I ka wā e hiki mai ana, ua manaʻo ʻia e alakaʻi i ke ʻano o ke ao multi-cloud a me hybrid me nā pōmaikaʻi hoʻopaʻa piha.

Ke komo nei nā nunui ʻenehana kūloko a me nā ʻāina ʻē i ka lawelawe kapuaʻi kaʻa, multi-cloud, hybrid cloud a me nā ʻano ʻē aʻe, i nā makahiki he ʻumi e hiki mai ana he wahi nui no ka ulu ʻana, manaʻo ʻia nā hoa kaulahao ʻoihana e hoʻokō i ka ulu maʻamau me ka lawelawe kapuaʻi kaʻa Huawei.Manaʻo ʻia e ʻike i nā manawa hoʻopukapuka o nā hui kaulahao ʻoihana lawelawe kapuaʻi Huawei mai ke kūkulu ʻana i ka ʻoihana, ka ʻikepili i ka noi a me ka lawelawe e like me ke kaʻina hoʻololi o ke kaulahao waiwai.

ʻO ka hui nui ma ka ʻoihana home

Nā hoa hana ICT: GDS, IHUalu, China Software International, Digital China, etc.

Nā hoa leo akamai: IFlytek, etc.

Nā hoa palapala palapala kiʻekiʻe: ʻehā ʻano palapala ʻāina hou, etc.

Nā hoa o ka Pūnaewele o nā Kaʻa: Shanghai Botai, etc.

Nā hoa hana kaʻa: Bilibili, Ka huakaʻi hoʻokahi, hoʻolohe ke aloha hohonu, Gedou, etc.

5.7 Loaʻa nā manawa hoʻopukapuka hoʻopukapuka no nā mea nona nā kaʻa akamai

ʻO "Intelligent" ka huaʻōlelo koʻikoʻi a me ka laina nui o kā mākou hoʻopukapuka i ke au o nā kaʻa naʻauao.A puni ka laina nui o ka naʻauao, ke manaʻoʻiʻo nei mākou ʻo ka wikiwiki holoʻokoʻa o ka hoʻopukapuka ʻana i nā kaʻa naʻauao pono e hopu i ʻekolu nalu.

ʻO ka nalu mua, ke kaulahao hoʻolako.Manaʻo mākou e pili ana i ka piʻi ʻana o ke kaulahao lako Kina i ka wā o nā kaʻa naʻauao, a hiki iā mākou ke hopu i nā manawa hoʻopukapuka mai nā ʻano ʻekolu.ʻO ka mea mua, nā manawa kūpono no ka hoʻonui honua.I kekahi mau ʻāpana e like me nā pākaukau, nā kāmela, nā modules networked a me nā lako kamaʻilio kaʻa, hiki i nā ʻoihana alakaʻi kūloko ke hoʻonui i ka honua.Ke komo ʻana i ke kaulahao lako OEM kumu honua, hiki ke hoʻonui koke ʻia ka pālākiō.ʻO ka lua, ʻo ka localization o ka hoʻololi ʻana i ka manawa kūpono, ma kekahi mau ʻāpana e like me ke kaʻa IGBT, MCU, millimeter-wave radar, thermal management, control by wire, etc. ka mahele makeke o ka pani ana o na pilikua o ka aina i keia mua aku.ʻO ke kolu, ʻo ka manawa kūpono o ka shuffle kaapuni hou, ma kekahi mau ʻāpana e like me ka papa helu helu, lidar, ka palapala kiʻekiʻe kiʻekiʻe, nā mea mana silicon carbide, ua hoʻomaka ke komo ʻana a me ka hoʻohana ʻana i ka ʻenehana hou, me ka hoʻololi ʻana o nā ʻoihana kaʻa kūʻokoʻa a me ka ʻO ka piʻi ʻana o nā pūʻali hou i ka hana kaʻa kūloko, manaʻo ʻia e hana i kahi ʻāpana hou o ke alakaʻi honua.

ʻO ka nalu lua: nā OEM a me nā mea hoʻolako hoʻokele kaʻa kūʻokoʻa. Hāʻawi nā kaʻa akamai i nā manawa no nā hui kaʻa Kina e hoʻololi i nā alahele a hiki i nā kaʻa.ʻO kēlā mau hui i hikiʻole ke hoʻololi i keʻano o nā kaʻa akamai e hoʻopauʻia.ʻO kēia kaʻapuni o ka shuffling wale nō i hoʻomaka, a ʻaʻole hiki ke hoʻoholo i ka mea lanakila.Hiki iā mākou ke ʻike i kahi ʻike i ka wā e piʻi ai ka helu komo ʻana o nā kaʻa ikaika hou o Kina i 20% ma 2025. E māhele ʻia ka oEMS i ʻelua mau kahua hoʻomoana.ʻO ka hapa nui o nā pūʻali hou a me kekahi o nā mea hana kuʻuna kuʻuna e koho i ke ʻano hoʻohui kūpaʻa a hoʻomohala i ka polokalamu kumu a me kekahi mau lako ponoʻī iā lākou iho.Hāʻawi ka hapa nui o nā kaʻa kaʻa kuʻuna i nā hana hana a me ka hoʻohui ʻana, a hana pū me nā pilikua ICT e like me Huawei a me Waymo e haku i ka ʻenehana hoʻokele autonomous holoʻokoʻa.ʻO nā oem e puka mai ana a me nā mea hoʻolako hoʻokele kaʻa kaʻawale, e lawe i ka hapa nui o nā waiwai o ka ʻoihana, ʻo ia ka poʻe lanakila nui ma kēia nalu.

ʻO ke kolu o ka nalu, nā noi a me nā lawelawe.Me ka hoʻolaha ʻana o nā ʻōnaehana hui kaʻa-a-alanui a me ka hoʻomaikaʻi ʻana i ka pae naʻauao o nā kaʻa, ʻo ka mākeke kalepa L4 pākēneka o nā kaʻa kaʻa, komo ka lawelawe ʻo Robotaxi i ka hana pālākiō, a hoʻomaka nā noi a me nā lawelawe e pili ana i nā hiʻohiʻona hoʻokele autonomous.ʻO nā mea hoʻolako hoʻokele kaʻa kaʻa kaʻa, nā hui lawelawe mobility, a me ka polokalamu kelepona pūnaewele o nā kaʻa a me nā mea hoʻolako kikowaena lawelawe ka mea nui o ke kolu o ka hoʻopukapuka kālā.

Manaʻo mākou e manaʻo ʻia ʻo Huawei e hoʻopiha i ka ʻāpana kūloko a lilo i $ 50 biliona mea hoʻolako ICT Tier1 hou me Bosch a me Kina Mainland. Ma waho aʻe o kekahi mau loulou e like me ka hana kaʻa, ka pākaukau, ka radar ultrasonic, ka mīkini infotainment kaʻa a me nā lako waiwai haʻahaʻa haʻahaʻa, aia ka Huawei i kahi hoʻonohonoho ma kahi kokoke i nā loulou kumu āpau o ka hoʻokele akamai.

Ke manaʻoʻiʻo nei mākou ʻo ke komo ʻana o Huawei e hoʻoikaika i ka hoʻomohala ʻana o ka ʻoihana hoʻokele naʻauao o Kina, ke kaulahao ʻoihana hoʻokele akamai i ka hui lōʻihi-papa, ʻo nā hui hui pū ʻana e manaʻo ʻia ʻo ia ka mea mua e pōmaikaʻi.E like me ka oEMS changan, Baic ikehu hou, ka pilahi alakai Ningde manawa, kiʻekiʻe precision palapala palapala, e like me ka hou eha manaʻo palapala.

No nā ʻāpana i komo ai ʻo Huawei a i ʻole e waiho ana, e like me ka lidar, ka papa helu computing, IGBT a me nā ʻāpana ʻē aʻe, ma muli o ke komo ʻana o ka ʻoihana haʻahaʻa a i ʻole ka hoʻomaka ʻana o ka localization, ua lawa ka nui o ka mākeke TAM, a me nā ʻoihana ʻē aʻe i waiho. ma waho o kēia mau kahua i loaʻa nā manawa hoʻopukapuka nui.Ma keʻano laulā, e noʻonoʻo ana i ke komo ʻana o Huawei i ke kahua o nā kaʻa naʻauao i ka pae mua, aia kahi kiʻekiʻe o ka maopopo ʻole e pili ana i ka mea e pōmaikaʻi mai nā hui kaulahao ʻoihana a me ka nui o kā lākou pōmaikaʻi, a koi ʻia ka hoʻomau ʻana i ka hoʻomau ʻana e hiki mai ana.

Ke nānā aku nei ʻo Huawei i ka hoʻokele naʻauao, cockpit naʻauao, pūnaewele naʻauao, uila uila, a me nā lawelawe kapuaʻi kaʻa, ʻo ia hoʻi nā mākeke hoʻonui nui i lawe ʻia e nā kaʻa naʻauao i ka wā e hiki mai ana.Manaʻo mākou e ulu ana ka nui o ka mākeke kaʻa kaʻa o Kina mai 200 biliona yuan i 2020 a i 1.8 trillion yuan i 2030, me ka nui o ka ulu ʻana o 10 mau makahiki he 25%.E piʻi aʻe ke kumukūʻai maʻamau o nā paikikala i lawe ʻia e ka pilina naʻauao mai 10,000 yuan a i 70,000 yuan. Mai ka hiʻohiʻona o ka hoʻolālā, ʻoi aku ka ʻoi aku o ka 90%.I kēia manawa, ʻo ka hapa kiʻekiʻe o ka uila naʻauao i ʻoi aku ma mua o 45%, ʻo ka hoʻokele akamai i loko o ka ikaika manawa waena, ʻo ka waiwai o 2025 i helu ʻia ma kahi o 31%.I kēia manawa, ʻaʻole i kū mai ka waiwai o ka mākeke o nā lawelawe kapuaʻi kaʻa, a manaʻo ʻia e helu no 12% e 2025 a me 30% e 2030.

Ma waena o nā ʻāpana ʻelima i ʻōlelo ʻia ma luna, ua ʻōlelo ʻia nā mea hoʻopukapuka e nānā i nā ʻāpana me ka nui o ka incremental space a me ke kumukūʻai kaʻa kiʻekiʻe, e like me ka pākaukau, lidar, computing platform, IGBT, palapala ʻāina a me ka mea lawelawe polokalamu, a me ka module network kaʻa.

ʻO ka ʻoihana hoʻokele autonomous honua i ka wā o ka ulu wikiwiki.E hoʻololi ka hoʻoili waiwai o ke kaulahao ʻoihana mai ke kaulahao hoʻolako i nā mea hana hoʻokele hoʻokele akamai, oem, a me nā mākeke noi a me nā lawelawe.Manaʻo ʻia e nānā i kēia mau mea:
Ke kaʻa akamai: Sainty Optics/Weil (ke kiʻi kiʻi kaʻa), Hexai Technology/Radium Intelligence/Sagitar Juchuang (liDAR), Huawei/Horizon (pūnaewele kamepiula), Bethel (mana laina)

ʻO ka cockpit akamai: huawei/ali/kechuang (pūnaewele hana), huawei/horizon/chi ʻenehana (chip) uila uila: ningde makahiki/byd (pāpā), a hiki i ka hapalua o ke alakaʻi/byd (IGBT), nā lā shandong yue/ʻekolu AnGuang uila (sic ), ʻekolu pua naʻauao hoʻomalu (hooponopono wela), (kahea) intelligent charging pilas i hana ʻia: Yuyuan/Fibocom (Communication module), Huawei/Desesiwei/Gao Xinxing (T-Box)

Nā lawelawe ao kaʻa: GDS/China Software International (ICT infrastructure partner), 4d Map New (High Precision Map)

ʻEono mau pahuhopu kī

5G: China Mobile/China Telecom/China Unicom (operator), ZTE (mea kūʻai mea nui), Zhongji Xuchuang/Xinyisheng (optical module), Shijia Photon (optical chip), DreamNet Group (5G news)

Cloud Computing: Jinshan Cloud (IaaS), WANGUO Data/Baoxin Software/Halo New Network (IDC), Inspr Information (server), Kingdee International/User Network (SaaS)
Pūnaewele o nā mea: Yuyuan kamaʻilio / Fibocom (module), Huweiwei Communication (terminal), Heertai / Topone (Smart Home), Hongsoft Technology (AIoT), China Satellite / Haig Communication / China Satcom / Hainengda (Satellite Internet of Things)

Nā kaʻa naʻauao: Horizon (pūnaewele hoʻonohonoho), Sun-Yu Optics (ʻike optika), Hexai Technology (lidar), Star Semi-guidance (IGBT), Zhongke Chuangda (pūnaewele hoʻohana), Desai Xiwei (intelligent cockpit)

ʻEhiku.ʻōlelo aʻoaʻo pilikia
ʻAʻole i hoʻokumu ʻia kahi hiʻohiʻona pāʻoihana maʻemaʻe no ka ʻoihana 5G 2C, a he 2-3 mau makahiki no ka hoʻomohala ʻana o ka ʻoihana i kāna noi, a ʻoi aku ka haʻahaʻa o ka makemake o nā mea hoʻohana e hoʻolilo i ke kapikala 5G ma mua o ka mea i manaʻo ʻia;
Ke lohi nei ka ulu ʻana o ka hoʻolimalima kālā ICP, a ʻaʻole hiki i ka hoʻomohala ʻana o ka ʻoihana kapuaʻi lehulehu ke hoʻokō i nā mea i manaʻo ʻia;ʻO ka holomua o nā ʻoihana ma ke ao ʻaʻole ia e like me ka mea i manaʻo ʻia, ke hoʻoikaika nei ka hoʻokūkū ʻoihana, a ua hoʻemi nui ʻia ka hoʻolimalima IT ʻoihana;
ʻOi aku ka liʻiliʻi o ka localization o ka polokalamu ma mua o ka mea i manaʻo ʻia;ʻAʻole e ulu ana ka helu o ka Internet of Things (iot) e like me ka mea i manaʻo ʻia, a ke lohi nei ke kaulahao ʻoihana;
ʻAʻole ulu ka ʻoihana hoʻokele akamai e like me ka mea i manaʻo ʻia;
ʻO nā pilikia o ka piʻi ʻana o ka hakakā kālepa ma waena o Kina a me ʻAmelika Hui Pū ʻIa.