Seize the window of intergenerational transition and promote the sustained leadership of the communication industry
2024-07-15
The communication industry is one of the industries in China that has global standard discourse power and technological competitiveness. At present, it is a critical period of intergenerational transformation in the communication industry, and the focus of global competition in the communication industry is shifting towards new generation communication network standards and new application scenarios around the new standards. China needs to seize this window of opportunity, strengthen its advantages in standard construction, scale deployment, and application innovation, and promote the sustained leadership of the communication industry. The advantages of China's communication industry urgently need to be reconstructed. The communication industry is a strategic, fundamental, and leading industry in the national economy, and is the core support for building a strong network country and a digital China. However, against the backdrop of significant changes in the development of the communication industry and even the digital economy, China's communication industry faces both advantages and various challenges. Firstly, the standard advantage of China's communication industry is facing the challenge of intergenerational transformation. The communication industry has distinct intergenerational evolution characteristics, and the technological and standard advantages of specific enterprises and even countries may be completely overturned due to intergenerational transformation. Currently, a new round of intergenerational transformation process for mobile communication and fixed fiber optic networks has been launched. In terms of mobile communication, China has seized the window of intergenerational transition from 3G to 4G and 4G to 5G, achieving a leapfrog development of "3G following, 4G running in parallel, and 5G leading". Mastering nearly half of the necessary patents for 5G standards worldwide (irreplaceable patents when implementing standards) is currently the most important foundation for China's 5G leadership. However, global mobile communication has entered an intergenerational transition period from 5G to the next generation of mobile communication development. The International Telecommunication Standards Organization 3GPP determined 5G-A as the successor evolution of the 5G standard at the end of 2021, and froze the first 5G-A standard version in the first half of 2024. It is expected to launch research on 6G scenarios and requirements by the end of 2024. This marks the acceleration of the global intergenerational transition process from 5G-5G-A-6G, and the existing standard advantages of China's 5G industry will face increasing intergenerational transition challenges. Secondly, the advantage of large-scale deployment of China's communication infrastructure faces the challenge of structural mismatch. China's overall communication infrastructure is in a leading position globally, but there is still a structural mismatch problem compared to the requirements of large-scale integration and deployment of 2B demands such as communication infrastructure and industrial production facilities in the new stage. In terms of supply scope, China's communication infrastructure construction has always followed the principle of prioritizing population coverage in densely populated areas, with insufficient economic coverage in industrial production intensive areas, making it difficult to adapt to the extensive connectivity requirements of industrial digital applications for massive industrial facilities. In terms of supply quality, the implementation of industrial digital applications faces the limitation of lagging communication infrastructure construction. On the one hand, the popularization of industrial Internet has begun to be limited by the quality bottleneck of network infrastructure. For example, only by controlling the latency within 1 millisecond can 5G fully connected production lines be applied to continuous production factories such as pharmaceuticals and chemicals, and China's 5G network still cannot meet this requirement. On the other hand, the computing network infrastructure that fully integrates computing power and network is a key facility to support intelligent applications, but China's computing power infrastructure and computing network integration infrastructure have not yet formed an absolute advantage. Thirdly, the application ecological advantages of China's communication industry are facing challenges in the transformation of key development scenarios in the digital economy. In the global digital economy ecosystem, China excels in "infrastructure+2C applications" and has achieved partial leadership in digital infrastructure such as communication networks, as well as 2C applications such as e-commerce and social platforms. On the one hand, China's telecommunications operators have efficiently implemented moderately advanced construction of communication infrastructure, laying the foundation for innovation and popularization of 2C applications. On the other hand, 2C applications have the characteristic of scalable replication, which can rapidly expand by utilizing China's super large market, thus enabling the empowering role of communication infrastructure to be quickly demonstrated. However, as emerging technologies such as artificial intelligence have rapidly changed the underlying technology system of the digital economy, the expected focus of emerging digital applications has shifted from 2C to 2B, while 2B applications such as the industrial Internet have fragmented and diversified industrial needs, and the development of their application ecology requires diversified exploration rather than large-scale replication. The traditional "scale creation" approach in our country is not suitable for the development needs of 2B applications, and the original application innovation capability is insufficient, resulting in the communication network infrastructure not fully exerting its industry empowerment role in the new development stage. Taking multiple measures to promote the sustained leadership of the communication industry is an important support for China to gain asymmetric competitive advantages in the global digital economy ecosystem. This requires China to seize the current window of intergenerational transformation in the communication industry, accelerate the large-scale commercial use of advanced networks, create communication network facilities and top-level governance systems that meet the needs of digital applications in the new stage, and continue to lead China's communication industry with leading factual standards and a more prosperous application ecosystem. Firstly, accelerate the large-scale commercialization of 5G to 5G-A and F5G to F5G-A, strengthen China's absolute leading position in communication infrastructure, and drive the leading development of the next generation of communication network factual standards. The International Organization for Standardization is the core of the global communication standard development process, but the discourse power of each country's standards ultimately depends on the factual influence of their communication networks. Taking mobile communication as an example, as a transitional stage from 5G to 6G, 5G-A technology and application innovation will cover about 70% of 6G's key capabilities and application scenarios, and is the most important source of 6G standards. This means that the 5G-A construction period from now until 2029 is a critical window period that determines the direction of 6G standards. As a 5G advantaged country, China should actively implement the 3GPP supported 5G-5G-A-6G evolution pace, take the lead in achieving large-scale commercial use of 5G-A networks, and use the opportunity of large-scale deployment of 5G-A networks to accelerate technological optimization, demonstrate technological advantages, and drive upstream enterprises to make specialized investments around China's leading technology, promoting China's leading technology to become the de facto standard of 5G-A and evolve into a global standard of 6G. Secondly, promote the strategic shift of communication infrastructure construction from "population coverage" to "economic coverage", and build a communication infrastructure system that accurately adapts to the needs of new industrialization and 2B applications in terms of supply scope and quality. One is to clarify the principle of digital infrastructure construction based on "economic coverage", expanding from "coverage for people" to "coverage for production", and ensuring that industrial facilities with 2B application needs can access high-quality communication infrastructure networks. Secondly, we should promote the further advancement of high standards in network infrastructure, accelerate the research and commercialization of next-generation communication network technologies such as 5G-A and F5G-A, and ensure that network infrastructure fully meets the higher requirements of industrial digital applications for data security, latency, bandwidth, etc. Thirdly, we should accelerate the transformation of computing network integration infrastructure, strengthen cross departmental coordination and cooperation, formulate development plans for computing network integration infrastructure, strengthen the unified formulation and coordination of various facility construction standards, and promote the transformation of network infrastructure advantages into computing network integration infrastructure advantages. Thirdly, strengthen top-level strategic coordination, create a coordinated and powerful governance system for the communication industry and even the digital economy, and promote the construction of communication infrastructure and innovation in vertical industry applications. One is to coordinate the deployment of communication infrastructure construction in various industries, based on the principle of "incremental priority", clarify the requirements for advanced communication infrastructure for new housing, new parks, etc., such as consolidating the foundation of digital transformation through the construction of gigabit parks. Secondly, industrial policies such as new industrialization and equipment renovation in key industries should focus on coordinating the intergenerational transformation pace of communication networks such as 5G-A and F5G-A, and actively support solutions based on new communication technologies and standards. The third is to collaborate in developing and opening up key application scenarios, solving the problems of "difficult experimentation, difficult implementation, and slow diffusion" of industry vertical applications based on advanced communication technology, and promoting application innovation and prosperity. (New Society)
Edit:Xiong Dafei Responsible editor:Li Xiang
Source:XinHuaNet
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