The new 4G base station reached a record high in the first year of 5G. This article shows you the data behind mobile communications for 10 years.

Provide the industry's most in-depth observations and reviews in the fields of communication, information technology, Internet, Internet of Things, and other technology in China's communications industry. Established a large-scale online discussion group mainly composed of middle and senior management personnel in the industry, and organized offline special events on a regular basis.

The following article is from the IoT Think Tank

Author: Zhao Xiaofei

The IoT think tank is a think tank platform for publishing dry goods of the Internet of Things. We pay attention to hot topics in the field of Internet of Things (smart home, smart city, smart industry, basic technology, wearable devices, cloud computing, etc.). ). Provides an analysis of the status and trends of the industry, draws on hundreds of competitive perspectives, and shares exclusive insights. [Abstract] In the past 10 years, the mobile communication industry has experienced 2G-3G-4G intergenerational upgrades. At present, the 5G era has begun. The past 10 years of mobile communication base stations, fixed asset investment and capital expenditure are also the epitome of this generation of upgrades. This article was written by Zhao Xiaofei, an IoT think tank, and published at 631255063@qq.com. Last week, the author wrote in his article "Heavy! The Politburo meeting emphasized what 5G and Industrial Internet mean for GDP growth? As mentioned in the article, 5G, as a new type of infrastructure, will assume the important task of promoting economic growth by investing in the next economic and social development. In fact, in the past few years, investment in the communications industry, as an important part of infrastructure investment, has played its due role in promoting economic growth. 5G will play a greater role in promoting this, because it will promote all sectors of the national economy. This week, the Ministry of Industry and Information Technology released the "Communication Statistics Bulletin 2019", which summarizes all aspects of China's communications industry in the past year. Taking history as a mirror, the author took this opportunity to consult the statistical bulletin of the communications industry for many years, and reviewed various data related to the investment in the communications industry in the past 10 years, with a view to providing some reference for future investigation of 5G infrastructure investment. Traffic: A huge user base calls for 5G applications and content innovation. Overall, China has the largest 4G volume in the world. By the end of 2019, the total number of 4G users will reach 1.28 billion, a net increase of 117 million users, accounting for 80.1% of the total number of mobile phone users. The number of 4G users in China (unit: 10,000) is based on a base of more than 1.2 billion 4G users. The development of China's Internet industry has a solid user base. Various Internet applications require scale effects. The large number of basic Internet users provides the soil for various Internet innovations. The Ministry of Industry and Information Technology mentioned in the interpretation of the latest communications industry data that in 2019, online and offline integration applications such as mobile payments, mobile travel, live video streaming, video clips, catering and takeaway will continue to expand new models and new business circles. And new consumption, which has brought about rapid growth in mobile Internet access traffic consumption. In 2019, mobile Internet access traffic will reach 122 billion GB, an increase of 71.6% year-on-year. The average monthly mobile internet traffic reaches 7. 82 gigabits / household / month, 1.69 times that of last year. Telecommunications company's traffic data monitoring shows that in 2019, mobile users will consume more than 30% of their data using short video applications such as chat and fast hands. The Ministry of Industry and Information Technology's "Mobile Internet Traffic Status 2014-2019" predicts that with the integration and application innovation of 5G with various industries, the potential of traffic consumption will be further released. The average household traffic consumption of 5G users in South Korea is 3 times that of 4G users. the above. Obviously, 5G traffic consumption will still be one of the core business models in the future. The key is to develop new 5G-based mobile Internet applications and content. By the end of 2019, the domestic market will sell 13.77 million 5G mobile phones, and the number of 5G users will grow at a rate of 1 million per month. Just like the innovation of short video applications in the 4G era, the user base developed in the 5G era will provide rich soil for Internet innovation. Base stations: structural changes witness intergenerational changes in the communications industry. Mobile communications base stations are the core fixed assets of the industry. The number of base stations constructed each year largely represents the investment scale and service quality of the communications industry. In the past 10 years, China has built the world's largest number of mobile communication base stations, leading the world in breadth and depth of network coverage. Number of national mobile communication base stations from 2009 to 2019 (Unit: 10,000) According to the annual statistical bulletin of the Ministry of Industry and Information Technology, the number of national mobile communication base stations in 2010 is Structural changes witness intergenerational changes in the communication industry. Mobile communication base stations are the core fixed assets of the industry. The number of base stations constructed each year largely represents the investment scale and service quality of the communication industry. In the past 10 years, China has built the world's largest number of mobile communication base stations, leading the world in breadth and depth of network coverage. Number of national mobile communication base stations from 2009 to 2019 (Unit: 10,000) According to the annual statistical bulletin of the Ministry of Industry and Information Technology, the number of national mobile communication base stations in 2010 is Structural changes witness intergenerational changes in the communication industry. Mobile communication base stations are the core fixed assets of the industry. The number of base stations constructed each year largely represents the investment scale and service quality of the communication industry. In the past 10 years, China has built the world's largest number of mobile communication base stations, leading the world in breadth and depth of network coverage. Number of national mobile communication base stations from 2009 to 2019 (Unit: 10,000) According to the annual statistical bulletin of the Ministry of Industry and Information Technology, the number of national mobile communication base stations in 2010 is

Proportion of different types of base stations from 2009 to 2018 (unit:%) As the author cannot obtain the specific data of 2G base stations and 3G base stations in 2019, the above figure only selects the data from 2009 to 2018, as can be seen from the above figure Features: (1) In 2009, 2G base stations accounted for 74% of the total number of mobile communication base stations in the country. 2G is also a mainstream mobile communication method. By 2014, 2G base stations still had an absolute advantage. The three major operators issue 3G business licenses. In 2009, the construction and deployment of 3G base stations began, and it has become the main infrastructure for China's communications industry investment in the next five years. However, until the end of 2018, the number of 3G base stations never seemed to exceed the number of 2G base stations. Does this also reflect the unsatisfactory development of 3G? (3) At the end of 2013, the Ministry of Industry and Information Technology officially issued a 4G license. Since 2014, 4G construction has begun to develop rapidly. By the end of 2015, the number of 4G base stations has surpassed 2G base stations, becoming the mainstream form of mobile communication base stations. 2019 is the first year of 5G in China, but a typical feature of the development of the communications industry in the past year is the sharp increase in new 4G base stations. The number of new 4G base stations (10,000) from 2014 to 2019 was 5.44 million, and the number of new 4G base stations from 2019 was 1.72 million, accounting for nearly 32% of the total number of 4G base stations. With reference to the statistical bulletins of the telecommunications industry over the years, the number of new 4G base stations in 2019 is far more than the number of new base stations. The Ministry of Industry and Information Technology explained that on the one hand, this number has achieved large-scale network expansion, making up for blind spots in rural areas, and improving user experience; on the other hand, it has increased the core network capacity and laid a solid foundation for 5G network construction The basics. From this perspective, part of the 4G base station investment in 2019 may be due to the preparation work of 5NSA. In the context of mature 4G and commercial 5G, 2G / 3G frequency reduction and dropped networks have become a topic of great concern in the industry. The change in the number of 2G / 3G base stations can also be said to be a microcosm of this topic. Change in the total number of 2G 3G base stations (unit: Since the beginning of 2014, the proportion of 2G 3G base stations in the total number of base stations has begun to decrease year by year, and this number is only 34% in 2019. In absolute numbers, the total number of 2G and 3G base stations reached a historical peak of 2.96 million in 2016, and has gradually decreased since then. In the past three years, the absolute number of base stations has decreased at a slow rate, but in the case of 5G commercial and accelerated user migration, the total number of 2G 3G base stations is expected to decrease rapidly. 5G business is ongoing. By the end of 2019, the number of 5G base stations in China had exceeded 130,000. From 2014, we will put 2G 3G base stations, 4G base stations, and 5G base stations on a map, as follows: the proportion of different types of base stations from 2014 to 2019 (unit:%) To 1.6%, but with the acceleration of 5G commerce, the structure of national mobile communication base stations will also change significantly. I dare predict that in the next 5 years, the number of Chinese mobile communication base stations may exceed 10 million. The main reasons include: There are currently 5.44 million 4G base stations. In the next five years, 4G will still be the mainstream communication method, and will not be activated for the time being, and the number of 4G base stations will not decrease. 5G business acceleration. In order to support thousands of services, the breadth and depth of its network coverage need to be guaranteed, and the characteristics of 5G make the number of base stations much more than 4G. Therefore, if the development of 5G meets the expectations of the next five years, millions of 5G base stations will need to be built. By then, the total number of 4G 5G base stations may exceed 10 million. Investment: Contribution to Economic Growth Earlier this year, when the Ministry of Industry and Information Technology announced the `` Development of Industrial Communications Industry 2019 '', the three basic telecommunications companies and China Telecom Building invested more than 3600 in fixed assets. 100 million yuan. Among them, mobile communications accounted for 47.3% of the total investment. it can There are currently 5.44 million 4G base stations. In the next five years, 4G will still be the mainstream communication method, and will not be activated for the time being, and the number of 4G base stations will not decrease. 5G business acceleration. In order to support thousands of services, the breadth and depth of its network coverage need to be guaranteed, and the characteristics of 5G make the number of base stations much more than 4G. Therefore, if the development of 5G meets the expectations of the next five years, millions of 5G base stations will need to be built. By then, the total number of 4G 5G base stations may exceed 10 million. Investment: Contribution to Economic Growth Earlier this year, when the Ministry of Industry and Information Technology announced the `` Development of Industrial Communications Industry 2019 '', the three basic telecommunications companies and China Telecom Building invested more than 3600 in fixed assets. 100 million yuan. Among them, mobile communications accounted for 47.3% of the total investment. it can There are currently 5.44 million 4G base stations. In the next five years, 4G will still be the mainstream communication method, and will not be activated for the time being, and the number of 4G base stations will not decrease. 5G business acceleration. In order to support thousands of services, the breadth and depth of its network coverage need to be guaranteed, and the characteristics of 5G make the number of base stations much more than 4G. Therefore, if the development of 5G meets the expectations of the next five years, millions of 5G base stations will need to be built. By then, the total number of 4G 5G base stations may exceed 10 million. Investment: Contribution to Economic Growth Earlier this year, when the Ministry of Industry and Information Technology announced the `` Development of Industrial Communications Industry 2019 '', the three basic telecommunications companies and China Telecom Building invested more than 3600 in fixed assets. 100 million yuan. Among them, mobile communications accounted for 47.3% of the total investment. it can

The investment data has obvious periodicity, which is directly related to the intergenerational licensing problem of mobile communications. We can see that in the past 10 years, the fixed assets investment and capital expenditures of the entire communications industry operators have seen two high points, which correspond to the issuance of 3G licenses and 4G licenses, respectively. Especially after the issuance of 4G licenses, the investment of the entire industry reached the highest level in history in 2015. In 2019, these two numbers are on the rise, which is directly related to the issuance of 5G business licenses in 2019. The industry is starting to increase investment spending. Referring to the 4G investment peak in 2015, many people in the industry believe that large-scale investment will be formed in 2020-2022, and it is predicted according to the pace of 5G investment. Mobile communication infrastructure investment is a component of the whole society's fixed asset investment and will also make a significant positive contribution to the whole society's fixed asset investment. Taking 2015 as an example, the growth rate of investment in the communications industry reached a high point, and its contribution to the growth of the total capital formation of the whole society exceeded 21%. The formation of the total capital of the whole society is just one of the investments of the GDP troika, which has a positive impact on the growth of GDP to a certain extent. Investment in mobile communications from 2010 to 2019 (Unit: RMB 100 million). As mobile communication investment is the core part of fixed asset investment and capital expenditure for operators in the communications industry, the trend of 5G investment in the next few years can be predicted through the mobile communication investment trend. The figure above shows the amount of investment by operators in the field of mobile communications from 2010 to 2019. It is clear that 2019 is a turning point for growth. Recently, the three major operators have stated that they will complete the 5G network construction task in advance in 2020. According to public data, China Mobile is expected to build 300,000 5G base stations by 2020. China Unicom and China Telecom will jointly build and share 250,000 5G base stations. With the promotion of 5G in China's radio and television, by the end of 2020, the total number of 5G base stations may exceed 600,000. Driven by this, capital expenditure is expected to rise further in 2020. The past 10 years have witnessed the rapid development of China's 3G / 4G mobile communications, which has brought the prosperity of the mobile Internet industry. In the next 5-10 years, China will form the most complete 5G mobile communication infrastructure. 5G will play a new role in infrastructure only when 5G-based digital transformation begins in all sectors of the national economy. Note: Unless otherwise specified, the data in this article are from the statistical bulletins of the Ministry of Industry and Information Technology. Chen Mingyong, a low-key one, appeared again. Behind it is the power consumption of OPPO's new 5G orbit network. How terrible? Grid companies may devour all profits of operators! With 1,000 households a day, China Mobile has become a small winner of the world's 5G conference of digital bearer and network exchange: the three major operators on the same stage and radio and television announced a 5G timetable. What is happening to China Mobile? Wait. Transferring numbers to the Internet is risky! Who will replace Oracle? The best original information technology media in 2013, the best new media player in 2014, the most popular company in 2014, the star of super media insight in 2016, new technology, and smart thinking, have entered Baidu Baijia, Tencent News, Sohu News , Today's headline, Netease read a little information, Internet Lab, Beijing Time, and other members of the Rhino Finance self-media alliance (xinews) WeMedia members reproduced authorization, business cooperation, contact WeChat: sophie0306