In response to the call of national new infrastructure construction, on April 21, the 7th golden fish mouth Angel forum organized by Nanjing University Business School Alumni angel investment club shared the 5g industry new opportunities under the new infrastructure outlet, focusing on organizing club members to learn the development trend of 5g industry.
The sharing meeting was hosted by Yin Yong, and Zheng Kang, a member of the club Secretariat, conducted internal learning and sharing as an alumnus of Nantah.
First of all, Zheng Kang mentioned that every major industrial change and technological upgrading will bring huge business opportunities. Whether the layout can be made in advance across time and space depends on practitioners' vision and understanding of the future.
At present, the understanding of the new infrastructure is constantly in-depth refinement. From the central economic working conference at the end of 2018, which proposed "accelerating 5g commercial pace, strengthening the construction of new infrastructure such as artificial intelligence, industrial Internet, Internet of things", to the government work report in 2019, and then to 2020 as a means of counter cyclical adjustment, its connotation is constantly deepening. Zheng Kang in-depth shared the seven major areas of new infrastructure and the relevant policy contents of the development and Reform Commission in three aspects: information infrastructure, integration infrastructure and innovation infrastructure.
In the second part, Zheng Kang focused on the progress of 5g related industries.
Zheng Kang believes that there are different opinions on 5g's future, and optimists tend to grasp opportunities and initiative more actively. It is an important task for Industry and capital to grasp the trend and find the direction. For the understanding of 5g industry, it is suggested to grasp from the following four aspects.
1、 5g industrial revolution is the main theme of social development in the near future
The new information and communication infrastructure represented by 5g can not only further stimulate information consumption, but also provide strong support for the transformation and upgrading of China's social economy, drive the transformation of Internet innovation from consumer Internet to industrial Internet, and help the digital transformation of social governance and the high-quality development of economy.
On March 4, the Standing Committee of the Political Bureau of the CPC Central Committee held a meeting, proposing to speed up the construction of 5g network, data center and other new infrastructure. On March 6, the Ministry of industry and information technology held a special meeting on accelerating 5g development, studying and deploying new infrastructure construction such as 5g network.
On March 13, the national development and Reform Commission and the Ministry of industry and information technology jointly organized and implemented the 2020 new infrastructure construction project (broadband network and 5g field). Among them, there are seven 5g innovation application improvement projects in 5g field, including smart medical, smart grid, Internet of vehicles, smart education, smart port, ultra high definition video, etc. the total investment of a single project is required to be no less than 100 million yuan. The subsidy funds within the central budget are arranged according to the principle of filing. The subsidy funds are arranged according to the three levels of 150 million yuan, 100 million yuan and 50 million yuan.
With such a high-level and high-density policy, 5g has been pushed forward with unprecedented emphasis.
2、 The new infrastructure construction is firm, the digital economy is boosted, and the 5g industry market has a great prospect
At present, the proportion of China's digital economy in GDP has increased from 23% in 2013 to 35% in 2018, and it is expected to exceed 50% by 2030. The position of information and communication industry as the backbone of promoting the development of digital economy in 5g era will be more prominent. In this context, the paradigm of economic development in 5g era will change, and digital economy will become the main driving force of economic growth. At the same time, with the new information and communication technology represented by 5g showing the trend of faster integration speed and shorter iteration cycle, the forms of technology application, commercial competition, mass consumption and so on that are matched and derived from it will also change. The entrepreneurial revolution will change from "Internet plus" to "5G+", creating greater value in the 5G era.
In the short term, the investment in 5g construction is also huge. China Academy of information and communication predicts that by 2025, the investment in 5g network construction will reach 1.2 trillion yuan in total. 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. It is predicted that by 2025, the investment will exceed 3.5 trillion yuan in total. Therefore, it is inevitable that 5g will become the "leader" of "new infrastructure", and huge business opportunities will emerge in 5g industrial chain.
3、 Domestic substitution is the core value of China's transformation and upgrading of scientific and technological innovation
Under the influence of China US science and technology war and trade war, the industrial chain of Huawei and other companies is rapidly transferring to China, and the localization of semiconductor industrial chain and software system ecology is accelerating. Under the background, the domestic substitution opportunities of semiconductor equipment and materials, key components, public software platform and safety facilities are being valued by all parties. Domestic substitution is a gold mine. The primary and secondary markets are scrambling to explore related topics, acquire and acquire core enterprises and technologies, enhance the confidence of enterprises in independent innovation, and accelerate the realization of scientific and technological elements.
4、 Deep research on digital economy, knowledge economy and digital twin is the key to dig 5g Business Blueprint
Digital economy is the most important direction of global economic development in the future, and it is also the key weight that affects China's macroeconomic and regional economic development trend. General secretary Xi Jinping emphasized that we should promote the digitalization of industries and make full use of the new technologies and applications of the Internet to transform the traditional industries into an omni-directional, all angle and whole chain, so as to increase total factor productivity and release the amplification, superposition and multiplication effects of numbers on economic development. In the digital age, everything may be redefined, but the only one that is sure is "customer value". For individuals, digital survival brings unprecedented convenience. For enterprises, mastering "break gather combine" can quickly adapt to value reconstruction.
The development of digital economy includes four main directions. One is to activate new elements and explore the efficient allocation mechanism of data production elements. Second, cultivate new driving forces, strive to expand the productivity of the digital economy, and promote the deep integration of the Internet, big data, artificial intelligence and the real economy. Third, explore new governance and build a new production relationship of digital economy. Fourth, we will build new facilities and continue to strengthen the foundation for the development of the digital economy.
Knowledge economy is an economy based on knowledge, which is another way of economic growth after agricultural economy and industrial economy. Industrialization, informatization and intellectualization are three stages of modern development. Innovation of 5g related industries is the driving force of knowledge economy development. Education, culture and research and development are the leading industries of 5g knowledge economy. 5g knowledge and high-quality human resources are The most important resource.
Digital twin is the interaction between the physical world and the digital world. It is a surreal concept and can be regarded as one or more important and interdependent digital mapping systems of equipment systems. This will be the long-term development direction in the future. How to understand that you can go to the movie "top player".
In the third part, Zheng Kang thinks about the recent development of 5g.
At present, all kinds of 5g analysis and white papers are emerging in an endless stream. Both the top 10 industries and the top 25 scenarios are currently predicted based on inadequate understanding. With regard to 5g's future blueprint and development opportunities, Zheng Kang has seven relatively clear key policies in three years:
1. 5g smart medical system construction for major public health emergencies
Carry out the research and development of intelligent medical technology based on 5g new network architecture, build 5g intelligent medical demonstration network, build evaluation and verification environment, promote the industrialization of key network equipment and prototype system to meet the needs of intelligent medical collaboration, and accelerate 5g The application and promotion in epidemic early warning, pre hospital first aid, remote real-time consultation, remote operation, wireless monitoring, mobile rounds and other links can effectively guarantee the health of medical staff and provide important support for responding to major public health emergencies.
2., 5G oriented virtual enterprise private network construction for "Internet plus" collaborative manufacturing.
Build 5g network of service enterprises or parks, build an industrial collaborative manufacturing platform based on 5g network, promote the integration of 5g technology with industrial network, industrial software and control system, accelerate the promotion and application of industrial collaborative manufacturing platform and solutions, and promote the transformation and upgrading of manufacturing industry in terms of digitalization, networking and intelligence.
3. Large scale application of 5g new technology for smart grid.
Based on 5g new network architecture and smart grid scenario, 5g end-to-end network slicing and resource scheduling system research and development are carried out to meet the network requirements of smart grid business management area isolation and business isolation. Research and develop key network equipment and prototype system, and provide integrated solution of smart grid integrating 5g technology.
4. Large scale verification and application of vehicle road collaborative vehicle networking based on 5g.
Build c-v2x scale demonstration network, verify the function and interaction ability of c-v2x vehicle road collaboration platform under typical application scenarios, as well as the function and performance of relevant c-v2x / 5G modules and equipment, and standardize and analyze the large-scale test data. Carry out industrialization research and development of relevant modules, terminal products and platforms that meet the requirements of large-scale test results of c-v2x.
5. 5g + intelligent education application demonstration.
Based on 5g, VR / AR, 4K / 8K Ultra HD video and other technologies, we will create excellent cases of thousands of people in one hundred schools, explore 5g application in remote education, smart classroom / classroom, campus security and other scenarios, and focus on 5g + HD remote interactive teaching, AR / VR immersion teaching, holographic classroom, remote supervision, HD video security monitoring and other businesses.
6. 5g smart port application system construction.
5g technology is used to transform the port information system to realize the intelligent transformation and upgrading of the horizontal transportation, vertical transportation and ship in and out of the port. Focus on the on-site multi-channel video return and remote control of vertical transport port machine, complete port automatic tally, automatic driving of collecting cards in the port closed area, improve the accuracy and efficiency of port tally, and achieve cost reduction and efficiency increase.
7. Infrastructure construction of 5g + 4K / 8K Ultra HD production and broadcasting system.
Build 5g + 4K / 8K Ultra HD production and broadcasting system facilities, improve 5g Ultra HD service transmission network and other infrastructure systems, carry out the overall scheme design of portable 5g + 4K / 8K live coding, and promote the commercial scale of 5g Ultra HD equipment.
Finally, there are many analysis dimensions of 5g industry, and 5g is more unknown than known. Therefore, Zheng Kang also welcomes alumni from all industries to discuss 5g joint innovation and 5g integrated development. Welcome interested friends to further exchange 13905181923@139.com.