In the context of the accelerated promotion of new infrastructure such as 5G, the three major operators are expected to launch the second phase of 5G bidding.

“I have been busy with the second phase of 5G bidding in the past two weeks. It is expected that the internal preliminary preparations will be completed next week, and the bidding may be launched in April.” An insider of an operator said to the Shanghai Stock Exchange.

Another operator told reporters that the transmission network bidding is imminent, and it is expected to be announced in early March at the earliest.

The second phase of 5G bidding is expected to start

Since the end of 2019, the three major operators have successively launched a new round of centralized procurement of 5G equipment. Among them, China Mobile launched 145,700 SPN equipment procurement tenders on December 26, 2019, which is the first large-scale tender for 5G bearer networks in China.

Recently, there have been rumors that the three major operators will launch the second phase of 5G bidding. In the secondary market, the stock prices of relevant stocks “rise first for respect”:

  

The three major operators will start the second phase of 5G bidding. Insiders: or start in April

The three major operators will start the second phase of 5G bidding. Insiders: or start in April

The Shanghai Stock Exchange has learned that with the approach of a new round of 5G bidding, Huawei, ZTE and other equipment manufacturers have recently comprehensively upgraded the full range of 5G commercial products. Some communication equipment suppliers expect that as the three major operators accelerate the construction of 5G, the industry chain will usher in a new round of golden development period.

5G new infrastructure accelerates

On the 22nd, the Ministry of Industry and Information Technology held a teleconference on accelerating the development of 5G and doing a good job in the resumption of work and production in the information and communication industry. The meeting emphasized that it is necessary to speed up the pace of 5G commercial use, requiring “basic telecommunications companies to assess the impact of the epidemic in a timely manner, formulate and optimize 5G network construction plans, accelerate the pace of 5G, especially independent network construction, and effectively leverage 5G construction to stabilize investment and drive the development of the industry chain. positive effect”.

Respond quickly everywhere.

On February 21, the General Office of the Hunan Provincial Government issued a notice on “Several Policies for Accelerating the Development of the Fifth Generation Mobile Communication Industry”. Network infrastructure construction and industrialization development, and proposed to support major projects with great influence and strong driving force by adopting a “one case, one discussion” method.

On February 28, Shenzhen issued “Several Measures for Coordinating and Promoting Epidemic Prevention and Control and Economic and Social Development”, and introduced 31 specific measures from five aspects, which mentioned that a total of 45,000 base stations will be built in 2020, taking the lead in the country to realize 5G. Full coverage of infrastructure and independent networking.

Huawei and ZTE fully upgrade the full range of 5G commercial products

According to the Shanghai Stock Exchange, 5G equipment manufacturers including Huawei and ZTE have fully upgraded the full range of 5G commercial products at the end of February.

On February 20, Huawei released Huawei’s new 5G products and solutions in London, including the industry’s lightest multi-antenna transceiver (Massive MIMO), weighing less than 25kg, which can be carried and installed by a single person, which will greatly improve the efficiency of network construction. .

  

In addition, Huawei also released the world’s first billing solution that supports 5G SA network – Converged Billing System CBS R20. The scheme will help operators achieve differentiated charging and make 5G monetization possible. The solution has been deployed in the Saudi Telecom Kuwait subnet, and an enterprise private line package with service quality assurance (SLA) has been launched.

Ding Yun, Huawei’s executive director and president of the operator business, revealed that so far, Huawei has won 91 5G commercial contracts, and shipped more than 600,000 5G Massive MIMO AAU modules.

ZTE also recently announced a comprehensive upgrade of the full range of 5G commercial product families, including the launch of a star 5G AAU product that combines the industry’s widest 400MHz bandwidth and the lightest 22kg weight into one, a product that can better meet co-construction and sharing requirements. Deployment scenarios, AAU with a maximum output power of 320W, and a dual-frequency 5G AAU that helps operators reduce antenna requirements and supports 2.6G+3.5GHz.

ZTE said that the newly launched 5G series products, based on the industry’s leading 7nm self-developed chips and NSA&SA dual-mode architecture, are oriented to full-scenario and full-band 5G deployment, and can accurately meet different requirements such as macro coverage, indoor, hot streets, and high-speed rail tunnels. need.

So far, ZTE has won 46 5G commercial contracts around the world, covering major 5G markets such as China, Europe, Asia-Pacific, and the Middle East, and has cooperated with more than 70 operators around the world on 5G.

Tianfeng Securities believes that the prosperity of the communication industry will continue to rise in the next three years. As operators and equipment vendors accelerate large-scale centralized procurement, the relevant hardware industry chain and 5G application fields are expected to gradually enter the performance realization period in the future.

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