The entire 5G industry chain can be simply divided into three aspects: upper, middle and downstream.
The upstream is mainly composed of base station upgrade (including base station radio frequency and baseband chip), midstream network construction (network planning and design company, network optimization\/maintenance company), downstream product application and terminal product application scenario. (Cloud computing, Internet of Vehicles, Internet of Things, VR\/AR)
The upper, middle and lower reaches can also include device raw materials, base station antennas, small and micro base stations, communications, network equipment, optical fiber and cable, optical modules, system integration and service providers, operators and other subdivisions of the industrial chain.
5G architecture
We divide the 5G architecture system into four parts: base station system, network structure, application scenario and terminal equipment, each of which corresponds to its own different industrial chain links.
Terminal equipment: 5G terminal equipment will not be limited to mobile phones and computers, but will also cover home appliances, automobiles, wearable devices, industrial equipment, etc., and its core industrial chain links are communication chips, communication modules, antennas, and radio frequencies. Base station system: Base station is the core link to provide wireless coverage and signal transceiver, including base station main equipment and outdoor antenna system, in which the base station main equipment is BBU (baseband unit), outdoor antenna system includes antenna, RRU (remote radio frequency unit) and so on. Due to the high network capacity and full spectrum access requirements of 5G, antenna RF module integration, Massive MIMO, small and micro base stations and indoor distribution are the main directions of base station system evolution.
Network architecture: In order to adapt to different application scenarios, 5G network architecture needs to undergo subversive changes, the key is to use SDN (Software Defined network) \/NFV (Network Function virtualization) technology to form different capability sets including infrastructure, pipeline capabilities, value-added services, data information, etc. Realize network function virtualization, resource centralization, service automation, and management operation cloud platform. The industrial chain of 5G network architecture includes communication network equipment (SDN\/NFV solution), optical fiber and cable, optical modules, network planning and operation and maintenance, among which the core link is communication network equipment and SDN\/NFV solution.
Application scenario: The most revolutionary significance of 5G lies in the deep integration with industrial facilities, medical instruments, transportation, etc., effectively meeting the diversified business needs of industrial, medical, transportation and other vertical industries, forming typical applications in smart cities, telemedicine, industrial automation, autonomous driving and other vertical fields, and realizing the vision of the Internet of everything. Its industrial chain links mainly include system integration and industry solutions, big data applications, Internet of Things platform solutions, value-added services and industry applications.