China's 5G communication development is in the first echelon in the world; in the 5G era, infrastructure construction takes the lead, China's 5G communication infrastructure construction has entered a climax period, and communication base stations are actively distributed everywhere;
Up to now, 5G business will bring huge GDP contribution in the future with the gradual deepening of urban pilot. At the same time, the downstream application end demand of 5G industry began to release, and multi scenario investment opportunities continue to emerge.
5G basic device enterprises have stable revenue, accounting for more than two-thirds of 5G optical fiber and radio frequency devices, and there is a large gap in the volume of 5G communication basic device enterprises in China; from the current situation of Chinese operators for the procurement of main equipment, the world's five major equipment manufacturers have contributed.
China's 5G communication industry is driven by policies. Under the policy guidance of the national development and Reform Commission, the Ministry of industry and information technology, and the provinces, autonomous regions and municipalities directly under the central government, the 5G communication industry will be launched for commercial use in 2019, with a good trend of Industrial Development. With three major operators and China Radio and television as the main body, it has driven the development of upstream and downstream enterprises in the whole 5G communication industry chain. China's 5G network construction and industry development are in the forefront of the world.
It is predicted that in 2020-2025, China's 5G communication industry will usher in explosive growth. The landing of standards, upgrading of terminal products and more mature scenario application will bring economic growth to the whole society.
5G era has come quietly, China's 5G communication is in the forefront of the world, so it is imperative to grasp the potential investment opportunities. Pay close attention to digital infrastructure, chip and terminal investment, such as 5G network equipment and terminal, including base station antenna, small base station, filter, base station power amplifier, base station PCB, optical module, etc
