Some commentators said that this will be a milestone in the development of 5G toB and toC services in China. In April 2020, Beijing Unicom and Huawei signed a 5G capital cooperation plan to jointly develop six innovative solutions such as ultra-wideband 5G products, 5G indoor distributed Massive MIMO and 5G SA network slicing, as well as a variety of smart services and model point construction. At present, the research and development results will be released soon.
In addition, at the 12th Tianyi Intelligent Eco-industry Summit Forum held on June 7th, 165438, China Telecom, one of the three major operators, officially launched the world's first large-scale commercialization of 5G SA, and released China Telecom's 5GSA customized network.
Affected by this year's epidemic and Sino-US trade friction, the revenue of the communication industry increased slightly in the first three quarters, while the profit declined slightly, and the overall capital position was at a low level. However, TF Securities Tang team said that looking forward to the next few quarters, operators' capital expenditure will stabilize and rebound, large-scale bidding and project investment for 5G will be promoted one after another, the communication equipment industry chain will accelerate into the cash-in period, and the industry will enter the upward channel for several consecutive quarters in the next few years. Although Huawei is temporarily suppressed by external factors, it is still worth looking forward to the follow-up industry trend of China's communication industry sharing the global 5G network construction.
For the commercial tide of 5G, securities analyst Juck Zhang believes that with the innovation of 5G commercial content, pan-terminal convergence will also become a trend. The convergence of 5G pan-terminals will further promote the value of the vertical long tail market through five driving forces: 5G SA network, AI as a service, 5G message MaaP, eSIM data and digital production platform.
Cailian combed the relevant targets released by Beijing Unicom and Huawei's 5G Capital Rubik's Cube as follows:
Huaxing Venture Capital: The company mainly undertakes network construction, network optimization and network maintenance of operators and large manufacturers such as Huawei and ZTE. At present, the main customer of the network regulation business of the subsidiary Mingxun Network is Huawei, and it is grasping the technology and resource reserves before the construction of the 5G network.
Kechuang Xinyuan: The company continued to deepen its strategic cooperative relationship with Huawei and ZTE, two leading communication equipment enterprises, to meet their demand for waterproof and sealing materials for communication base stations, and became a related solution supplier for other communication equipment manufacturers and enterprises such as China Mobile, China Telecom, China Unicom and South Korea SK.
CLP Xingfa: We have product cooperation with Huawei in smart city projects and social cooperation projects with China Unicom.