Huawei has signed 40 commercial 5G deployment contracts worldwide
时间：2019-09-18 16:23
Huawei has signed 40 commercial 5G deployment contracts globally, but none have come from mainland China.
At the huawei 2019 global analyst conference on April 16, hu houkun, huawei's rotating chairman, said that as of April 15, huawei had signed 40 5G commercial contracts, aiming to help customers build simpler, powerful and intelligent 5G networks and use innovative technologies.
Of the 40 5G commercial contracts, only one came from Hong Kong, China, according to Yang chaobin, President of huawei's 5G product line. Of its 5G contracts, 23 came from Europe, 10 from the Middle East, six from Asia and one from Africa. In mainland China, huawei has done a lot of 5G tests, but none of them are commercial.
It is hardly surprising that huawei, which has a global advantage in 5G technology, has not been able to secure commercial orders from mainland Chinese operators.
No domestic orders, the root in the license plate
At huawei's 2019 global analyst conference, huawei did not explain why it did not receive commercial orders from the three major Chinese telecom operators.
"I think the schedule hasn't arrived yet." "Operators are now testing on a very small scale and licenses haven't been issued yet, so it's not surprising that huawei doesn't have orders [from mainland China]," one investor who focuses on 5G told Chinese makers.
A person close to huawei directly said that huawei's 5G equipment has been shipped a lot in China, but most of it is used for experiments and tests. According to digital China, because the nature of the experiment and the scope of the state-determined experiment have clear requirements, there is not much difference between license and license.
However, China mobile, China unicom and China telecom, as well as other telecom operators involved in 5G construction, cannot sign 5G commercial orders yet as the country has not yet issued 5G commercial licenses or temporary licenses.
In fact, not long ago, China mobile just announced the first batch of 5G order bidding results, including huawei, Ericsson, zte, nokia, datang, including 250 5G base stations huawei, Ericsson 110 5G base stations, zte 80 5G base stations, nokia and datang 30 5G base stations each. This successful result, also basically represented each big communication equipment company to be in global market pattern.
According to wu chao, a telecom industry analyst quoted by the economic observer, huawei and zte together account for nearly half of the global 5G equipment makers, while Ericsson accounts for nearly 27 percent. The rest is mainly nokia. In terms of domestic market share, Ericsson and nokia currently account for about 10% each, with huawei and zte holding the rest.
According to public information, in addition to huawei's 40 5G commercial orders, nokia has signed 30 5G deployment commercial contracts with 16 operators in 30 different countries and regions around the world, and Ericsson has 18 publicly available 5G commercial contracts around the world.
"It is widely believed that huawei has a technological advantage in 5G, which is mainly reflected in the number of patents." The investor told to find Chinese makers.
Why the delay in issuing 5G license?
5G license, to be exact, is a 5G mobile communication business license.
Just like a motor vehicle must have a license plate on the road, for some emerging industries, China also has a special business license management, in order to regulate the code of conduct of emerging industries, including mobile communications industry. With authorization, commercial activities can be carried out in accordance with the law.
Motor vehicle listing is to strengthen management, to the telecommunications operators issued licenses is also to coordinate the deployment of limited resources - spectrum.
When radio was invented, there was no license plate. However, with the increase of radio equipment in the same frequency band, electromagnetic signal interference is also increasing, and governments begin to intervene to establish the authorization mechanism of frequency band. In China, the ministry of industry and information technology is directly responsible for the licensing work.
In the us, Europe and elsewhere, 5G spectrum licences are usually auctioned. For telecom operators, winning a 5G license is equivalent to winning the ticket to the next generation of mobile communication competition, so the bidding price is high. Last fall, a multi-band auction of 5G spectrum contributed a staggering 6.55 billion euros ($7.56 billion) to the Italian Treasury.
But in our country, because the operator all belongs to the state-owned enterprise, did not use the auction way, but by the related department overall plan allocation.
On the one hand, at the 2019 huawei global analyst conference, hu predicted that it will only take three years for 5G users to reach 500 million. By 2025, there will be 6.5 million 5G base stations worldwide, 2.8 billion users, covering 58% of the population. On the other hand, China's 5G license issuance time point has lagged behind expectations.
"China may issue 5G licenses by the end of this year," wu hequan, an academician at the Chinese Academy of Engineering, said in November 2018. So far, domestic 5G license has not been issued.
The latest news is that miao wei, minister of industry and information technology, said at BBS in boao on March 28 that 5G licenses will be issued in due course this year according to the maturity of the terminals.
In addition to terminal maturity, the attitude of operators may also be one of the reasons why licences have been issued late again and again.
According to the annual report released by China mobile on March 21, its capital expenditure is expected to be 149.9 billion yuan in 2019, down 10.3% from 167.1 billion yuan in 2018. This figure does not include 5G input budget. If the 5G budget is included, the company's total capital expenditure in 2019 will still not be higher than that in 2018.
In other words, China mobile will invest no more than 17.2 billion yuan in 5G in 2019. The investment is far less than analysts had expected, and is about half what citigroup telecom analyst liu bin expected, according to FT's Chinese website.
According to a report by China business news, operators are still ambivalent about 5G development. But on the other hand, the investment in 4G has not been fully recouped, and the business model of 5G is still being explored.
The investor told the Chinese maker: "the operators are very ambiguous right now. 4G has met most of the demand, and with so much investment, they definitely want to slow down the life cycle of 4G and not go to 5G so fast. Operators are also gambling." The investor also revealed that industry sources said that the state is interested in supporting the fourth operator, which will have a private equity stake, such as xiaomi and BAT, but not huawei. "No one can be both a device vendor and an operator."
(the caption is from Pexels, and other images are from the Internet.)
