Operators have always been considered to only provide services, while equipment and other equipment are provided by equipment vendors. Even because today's equipment is highly complex, equipment vendors have contracted more and more base station operation and maintenance work, and the technical level of operators has become increasingly sophisticated. The lower, but with the release of China Mobile's 5G radio frequency chip 8676, it seems to show that operators are working hard to seek changes.
The 5G radio frequency chip CMR8676 released by China Mobile is of great significance. The 5G radio frequency chip is a key chip for 5G base stations. Previously, the United States had a monopoly on 5G radio frequency chips and a Chinese mobile phone company's mobile phones were unable to support 5G. This shows the importance of 5G radio frequency chips. sex.
The release of 5G radio frequency chips by China Mobile this time represents a major breakthrough for China Mobile in core technology research and development. It will use self-developed 5G radio frequency chips on 5G base stations, taking an important step in relying on independent research and development technology and showing that it is unwilling to do so. It is completely subject to the determination of the equipment manufacturer.
What prompted China Mobile to take this step is that its core business is gradually being eroded by Internet companies and equipment manufacturers. The development of the Internet industry has led to operators being pipelined. The profits of the Internet industry are as high as 40% or even 50%, while operators are suffering. They can only earn meager profits, which makes them increasingly alert to the need to enhance their core technological competitiveness.
The competition with equipment manufacturers is in the cloud computing industry. With the rise of cloud computing, operators have learned the lessons of pipelines caused by the development of the Internet, and quickly participated in the rise of cloud computing. It is understood that relying on the original foundation of operators, In the past two years, the two major operators China Telecom and China Mobile have achieved double growth in the cloud computing market and have entered the top five in the domestic cloud computing market. Equipment vendors are also aggressively entering the cloud computing market, resulting in competition between the two.
For operators, they have been deeply aware of the consequences of being deeply tied up by equipment manufacturers in recent years. The prices of equipment are rising, but consumers are unwilling to pay more to enjoy mobile communication services. Under the squeeze of the two sides , once led to a decline in operators' profits, and the solution was undoubtedly to reduce network construction costs and operation and maintenance costs, thus prompting operators to develop their own equipment.
In fact, many domestic operators started this first. The ORAN standard promoted by the United States was actually promoted by operators. Operators hope that through the ORAN standard, different manufacturers will provide different 5G base station components and eventually integrate them into 5G base stations. , so that multiple base station component suppliers can reduce the cost of base stations through competition.
The cost of building a 5G base station network is extremely high. Some people in the industry speculate that it may cost trillions to build a 5G network covering the whole country. Moreover, the huge power consumption of 5G base stations has eroded the profits of operators. Operators develop their own 5G base stations. It can better control the cost of building a site, and at the same time, through in-depth involvement in the research and development of base stations, it can explore technologies to reduce power consumption costs, thereby reducing operating costs.
It is not surprising that after China Mobile developed the 5G radio frequency chip CMR8676, some people in the industry believe that China Mobile may develop its own 5G base stations in the future. After all, self-developed 5G base stations bring too many benefits, and it can no longer be controlled by others. This is for the recipients. This may be a way out for operators who are suffering from high 5G network costs.
China Mobile has proposed the concept of "computing power network", which means that it is no longer content to just provide users with mobile communication services, but to provide users with a full range of services; in the future, operators will not only provide services to people, but more importantly The most important thing is to enter the enterprise market. After all, the demographic dividend has reached the ceiling, and operators also need to explore new ways out. Entering the enterprise market can provide them with a broader space for development.