"New infrastructure" refers to the infrastructure based on the new generation of information technology, including 5G, artificial intelligence, industrial Internet, Internet of things, etc., which is itself a representative of the new generation of information technology and the development of digital economy. As a new engine of the information age, "new infrastructure" not only plays an important role in its investment and driving, but also drives the transformation and upgrading of traditional industries. Compared with the old "new infrastructure", the value of self construction investment is not high, but it is considered as a new development engine in the information age. It will drive the transformation and development of other industries, which is a more important driving force in the era of digital economy.
5G, as a new engine of the Internet of everything, has its own driving force and combination with other industries in comparison with other fields in the "new infrastructure". According to the prediction of China Academy of information and communication, it is estimated that the investment of 5G network construction in China will reach 1.2 trillion yuan by 2025. 5G network construction will drive the investment in the upstream and downstream of the industrial chain and the application of various industries to exceed 3.5 trillion yuan. 5G will also create a variety of consumer products in smart terminals, wearable devices, smart homes, etc., and will also greatly enrich consumer scenarios and create a large number of new consumption. It is estimated that by 2025, 5G commercial will drive more than 8 trillion yuan of information consumption.
In China, with the resumption of production, the output of mobile terminals will also recover. Now the number of mobile phones supporting 5G has exceeded 60. So far, nearly 50% of new mobile phones in China support 5G. 5G support is standard for mobile phones or high-end mobile phones. According to this trend, most mobile phones will have 5G function in the future. After the construction of network scale and user development this year, the number of 5G users and 5G mobile phones will achieve natural growth.
