On June 15, Huawei Partner and Developer Conference 2022 will begin. Huawei Cloud will release a series of innovative cloud services at this conference, covering experience as a service, technology as a service, and infrastructure as a service, and release new ecological strategies.

A number of keynote speeches will also be held, including "F5G Intelligent Simplification of All-Optical Networks, Reshaping the Industry with Light".

So what is F5G?

What does it have to do with 5G?

What are the investment targets in this direction?

Below, Brother Wanli will share with you one by one.

F5G is the fifth generation fixed communication network, defined by the European Telecommunications Standards Institute (ETSI), and is committed to moving from fiber-to-the-home to fiber-connected everything.

Based on optical fiber communication technology, F5G has the characteristics of ultra-large bandwidth, all-optical connections, low latency, security and stability, etc. It supports the realization of Gigabit homes, 10 Gigabit buildings and T-level parks, and enables thousands of industries to experience high-quality networks. It is especially suitable for

Infrastructure applications such as enterprise campus, data center interconnection, power transportation data bearing, etc.

Therefore, F5G is more suitable for scenarios that require fixed access, such as homes or personal businesses.

If 5G is a network in the sky, then F5G is a network on the ground.

In February 2020, ETSI officially established the F5G working group to accelerate the process of fiber-to-the-home and optical-connected everything.

Therefore, only the collaborative linkage of F5G and 5G can accelerate the opening of a smart world where everything is connected.

For F5G network, it covers many new technologies, such as 10GPON, Wi-Fi 6, 100G/200G/400G optical modules, OSU-OTN and other technologies.

F5G will bring at least hundreds of billions of industrial investment space in the next five years.

According to the "Global Optical Communications Industry White Paper" released by Ernst & Young, the global optical communications industry will reach 1.4 trillion yuan in 2020, and will reach 3.2 trillion yuan by 2025.

It is foreseeable that F5G Gigabit optical network will continue to empower thousands of industries and drive a trillion-dollar market space.

Chuling Information (300250.SZ): Mainly engaged in the design of information access solutions and the R&D and production of corresponding equipment, providing F 5G+5G+WIFI6+intelligent operation and maintenance platform+security, etc.

Bochuang Technology (300548.SZ): A leading company in integrated optoelectronic device technology in the field of optical communications, it provides 10G PON OLT optical modules, optical splitters, dense wavelength division multiplexing (DWDM) devices, etc., all of which serve F5G products.

Fiberhome Communications (600498.SH): An enterprise with the most comprehensive optical communication product layout in China. It is mainly engaged in communication system equipment, optical fiber and cables, data network products, etc. The company's optical communication equipment ranks among the top five in the world and the top three in the country. The actual controller is the State Council.

State-owned Assets Supervision and Administration Commission.

Hengtong Optoelectronics (600487.SH): A comprehensive cable leader with the most complete range of optical communications, communication cables, and power cable products in China. F5G will generate more connection demands for optical fiber cables. Optical fiber cables serve as the most basic support for optical fiber networks and F5G.

The market for the product is expected to be boosted.

Huagong Technology (000988.SZ): The company's main business is optical communication + wireless communication, laser advanced equipment, and sensors. The company focuses on the five major application scenarios of 5G, F5G, data center, smart car, and 5GtoB to provide customers with intelligent "optical connections".

+wireless connection" solution.

Shanghai SIPG (600018.SH): The company is mainly engaged in container, port logistics, port services, bulk cargo and other businesses. The company is the first company in the world to apply F5G ultra-remote technology in port operation scenarios. In 2021, the company's ultra-remote smart command and control

The center was officially established, realizing the "air-isolated hanging box" that is 100 kilometers away.

Optics Technology (002281.SZ): The company's products mainly include 5G fronthaul, 10GPON, 100G/200G/400G data communication modules, ultra-wideband optical amplifiers, new smart devices, coherent devices and modules, etc. The company is one of the top ten optical module manufacturers in the world

Ranked fourth with a share of 8%; in addition, the company's high-end optical communication device production and construction project among the company's investment projects plans to produce 6.10 million 5G/F5G optical devices, 133,500 coherent devices, modules and advanced white boxes,

There are 700,000 datacom optical modules, etc. The actual controller of the company is the State-owned Assets Supervision and Administration Commission of the State Council.