5g new infrastructure is expected to drive the total economic output to 35.4 trillion yuan by 2030

5g is a high-profile track in the "new infrastructure". According to the prediction of China Academy of information and communication, the investment in 5g network construction will reach 1.2 trillion yuan by 2025. In addition, 5g network construction will also drive the investment in the upstream and downstream of the industrial chain as well as the application of various industries, and it is expected to drive more than 3.5 trillion yuan of investment by 2025.

China has the widest wireless communication market, so being able to take the initiative in the 5g era can not only bring huge economic benefits to enterprises, but also enhance China‘s international position in the global new generation of information technology. Ren Zeping, chief economist of Evergrande Research Institute, said that in the process of 5g development, China‘s communication industry has encountered all-round pressure from European and American countries. Only when China has advantages in 5g technology accumulation, equipment manufacturing, terminal operating system and technical standards, can it ensure the safety of 5g industrial chain under layer pressure and win a normal and stable development environment for 5g industry.

China‘s mobile communication industry has gone through 1g blank period, 2G and 3G lag behind and follow-up. With the synchronous development of 4G, now in the 5g era, China has been at the forefront of the world, and has a voice in standard setting, industrial chain supporting and other aspects. In the 5g industrial chain, communication network equipment is the highest value part of the industrial chain. At present, the communication equipment market of Huawei, ZTE, Ericsson and Nokia presents a four strong pattern of competition.

Gu Qiang, President of Huaxia happiness Industry Research Institute, told reporters that 5g industry has many links. At present, the driving force is mainly the investment of network equipment on the wireless side and the transmission side. 5g basic network construction mainly involves the research and development of communication network equipment such as base station and core network, as well as network construction deployment, operation and maintenance, design and optimization, etc. there is a huge 5g demand market in 5g terminal, transportation, energy, medical, urban and other industries, which can bring new incremental space for 5g base station, antenna and other network construction. "It is estimated that by 2030, the total economic output directly driven by 5g business in China will be 10.6 trillion yuan, and the total indirect economic output will be 24.8 trillion yuan." Gu Qiang said.

According to the investment increment of 5g subdivisions, the fastest increment is small base station, fiber optic cable, core network equipment, base station antenna, filter, PCB, etc. Gu Qiang believes that these fields will bring more than trillion yuan of incremental investment. "From the perspective of 5g‘s investment plan, 2020-2022 is the three-year period for the construction of transmission part, and the construction period of wireless part is about five years, so the investment and construction period of 5g industry can be extended to 2030."

For the new information infrastructure represented by 5g, Ren Zeping believes that a new round of infrastructure construction, such as 5g, should be accelerated by means of reform and innovation, especially by further liberalizing market access in the field of infrastructure investment, expanding channels and eliminating restrictions for private enterprises to participate in infrastructure investment. Ren Zeping suggested that the negative list of market access should be implemented in an all-round way. For all industries and fields beyond the list, all market players should be given the opportunity to participate fairly, so as to truly achieve non prohibited entry and equal competition.

Because most of the new information infrastructure belongs to the new technology and new industry, it needs supporting policies such as finance, industry and so on, which are different from the old infrastructure. Ren Zeping said: "in addition to the additional deduction of R & D expenditure in terms of financial policies, and the low tax rate of high-tech enterprises, we should also provide low interest financing, special loans, multi-level capital market, M & A, IPO, debt issuance and other aspects Give support to 5g industry chain enterprises, join forces of industry, University and research and resources of industry chain, guide deep integration of capital chain, talent chain and innovation chain, improve innovation network and cultivate 5g innovation ecology. "

Under the wave of digital economy, 5g, as an information superhighway, provides a high-speed transmission channel for huge amount of data and information, and complements the short boards that restrict the information transmission, connection scale and communication quality of artificial intelligence, big data and industrial Internet. China‘s three major operators have officially launched 5g commercial services in November 2019. With the development of Internet of things, 5g is gradually promoting the improvement of social production mode and the development of productivity.