Recent developments in the communications industry have been marked by a positive trend in the sex industry, which is a substantial move forward in the industry rather than a short-term issue。
In may this year, the ministry of industry and communications officially granted permission for the use of the 6g test frequency to accompany the land-based implementation programme. It also makes our country the first country in the world to have full 6g measurements of spectrum conditions, meaning that 6g technology is officially out of the lab and entering the grounding phase of actual network testing and network validation。
According to open industry data, the global share of 6g core patents in the country is 40. 3 per cent, with a long-term global top ranking. The accumulation of technological research and development over many years has provided the domestic communications industry chain with a pre-emptive basis in the pre-manipulation of a new generation of communication technologies。
In line with the industry's open planning, the industry as a whole is steadily moving forward with technology grinding, testing and networking, with commercialization on a scale around 2030, and the long-term iterative cycle of the communications industry is advancing in an orderly manner。
Why is this round 6g industry advancing
Many investors are accustomed to classifying communication plates as short-term hotspots, easily ignoring the iterative logic at the bottom of the industry。
The 6g-related advance of this round is clearly different from past short-term news stimuli, with a clear landing rhythm and industry support overall。
First, the pace of policy advancement is open and transparent, the test spectrum is officially allowed to land, and technical tests and network building can be tracked steadily and continuously。
Second, there is an adequate stock of 6g technology patents in the country, a complete industrial chain layout, a high degree of control over the overall autonomy and the absence of a visible technical card neck problem。
Thirdly, from communications equipment, high-speed light modules to satellite networks, core materials, network chips, the initial layout of the entire industrial chain is relatively well developed and has a continuous and iterative industrial base。
Overall, the current round of industrial upgrading is the result of a combination of technological overlaps, policy advances and the improvement of industrial chains, with a basis for steady long-term development。
Three main subdivisions of 6g industrial chain core (objective combo)
In combination with the order in which the industry is located, the entire chain can be divided into three core subdivisions, each of which has a consistent pattern of industry enterprises。
I. Group web master equipment: foundation for a new generation of networking
The 6g technology, compared to the former communications technology, has been upgraded in areas such as sensor integration, high frequency transmission, bandwidth, etc., and has introduced entirely new adaptation requirements for base station equipment and transmission network equipment。
The majority of the leading enterprises in this field have been involved in domestic communication standard-setting and technical testing, in depth with the development of the current test network。
China-china communications: the leading enterprise in the domestic communications equipment industry has accumulated sufficient 6g-related proprietary technology, is deeply involved in the establishment of a network of 6g technology tests and tests in the country, and is fully deployed in the field of new generation base stations and telekinetic integration technologies。
(c) fire communication: light communication equipment enterprises with a state enterprise background, high-speed light transmission equipment that is technically mature and capable of meeting the needs of a 6g wide bandwidth network, and long-term participation in the upgrading of backbone networks。
High-speed transmission hardware: the core of network acceleration
Communications network speed and performance upgrades are not dependent on the iterative upgrading of basic hardware, such as light modules, fibre optics and high-frequency plates。
During the landing of the 6g industry, products such as high-speed light modules, low-depletion fibre-optics and high-frequency high-speed pcb will follow the pace of network upgrades, which will continue to overlap and represent a more suitable subdivision of industrial land。
Middle-intensity: high-quality enterprises in the global high-speed light module field, the development of an iterative tempo-coding industry for high-end light module products, suitable for the technical standards of high-speed transmission for a new generation of communications。
Sight technology: integrated layout of photochips, light modules, improved national production alternative layout, ongoing collaboration with 6g technology development and sample testing。
(b) the shares of pv and pv: deep tilling of high-end fibre-optics, high-frequency pcb tracks, product performance consistent with the transmission requirements of the 6g network, providing basic hardware packages for base station construction。
Iii. Network of space-based integration clusters: an important course for upgrading 6g technology
Distinguished from the traditional terrestrial network model, 6g focuses on integrated communications networks integrated between satellites and the ground, and the satellite internet has become an important new layout for the 6g industry。
In the field of sustainable deep-tilled satellite operations and satellite manufacturing, domestic enterprises have been involved in the long-term development of space-based network systems。
China's main commercial satellite operator, with regular satellite frequency resources, is continuously involved in the planning of an integrated network system。
China satellites: focusing on the overall design of satellites, assembly testing operations, is the core enterprise in the field of domestic satellite hardware manufacturing and is steadily developing along with the low-orbit satellite constellation。
Iv. Hf materials and radio frequency devices: bottom complement of hf communications
6g hf communications scene, with continuous upgrading of performance requirements for radio frequency devices and semiconductor materials。
Tehertz communications, and the proliferation of high frequency base stations will drive the market-based adaptation needs for associated radio-frequency hardware, silicon carbonated materials。
Shinroe communications: long-term layout millimetre wave, high frequency antenna technology, product development orientation to match the trend of 6g high frequency communications。
National electronics: the layout of high-end radio frequency chips is perfect, and technology development and adaptation to the upgrading needs of a new generation of communications hardware。
Advanced skyline: the national core of silicon carbide substrates can be adapted to the production of 6g radio-frequency equipment, continuously following the industry's iterative rhythm。
Operators and core chips: a core integrating force for industry advancement
Operators are the main integrated subjects of the 6g pilot network and technology landing, investing in research and development resources on a continuous basis to take the lead in standard setting and clustering。
China's movement: led the long-term 6g-related standard research and testing network and stabilized r & d inputs, one of the core subjects of industrial chain demand release。
Purple light shares: deepland network processors, exchange chips development, in conjunction with 6g completely new network architecture iterative products, to provide bottom-up technical support for communication network operations。
Industry summary
6g is in the direction of future long-term and iterative communications, and industry as a whole is at a steady and continuous stage, depending on a well-developed industrial chain system, adequate patent reserves and a clear policy rhythm。
The formal landing of this test spectrum is an important step in the process of industrialization of the 6g, following which the entire communications industry chain will continue to offer opportunities for technological upgrading and industrial overlap as the technology is tested and the network system matures。
Interaction
Taking into account the current industrial landing pace, you look better at the long-term development space in the 6g industrial chain in which light modules, communication equipment, satellite internet are subdivided? An exchange of comments is welcome。
Disclaimer
The content of this paper is intended to provide an objective overview of industry information, industry development logic and communication with the general public. It does not constitute any investment proposal, does not recommend a unit or direct any transaction。
6g is in the frontier area of high-technology technologies, with multiple uncertainties such as less technology than expected, longer commercial landing cycles, increased industry competition, changes in global technology routes, and volatile market environments. All market opportunities are risky, and investors are asked to be rational, independent and carefully engaged。
