mianduidelizhongduojishuguanliao,tamenzhanshileqi5gjishuruhezaiyiliangshisugaoda190gonglideliecheshangwanchenglianggejizhanzhijianxinhaoqiehuan。ranerzaigaosuliecheshangchuanshuchaoguo100 mbpsdeshujubingfeiyindushengji5gdezuidasuqiu。
不幸的是,在去年的国际电信联盟(ITU)会议上,dezhongguoduishou——huaweiyeyanshiguozijide5gjishu,tongyangshizaiyilianggaosuxingshideliecheshang,gengjiabuxingdeshi,gailiecheshisugengkuai,dadaole300-400gongli。
据业内人士透露,印度国有运营商BSNL(Bharat Sanchar Nigam Limited)已经使用华为的设备开展试验。印度第二大电信运营商Bharti Airtel Ltd. (BRTI)qunianyuhuaweigongtongjinxingleyici5gceshi。yindudingjiyunyingshangwodafengyezhengzaitansuoyuhuaweixieshoukaizhan5gceshi。
meiguoyizhizaizuzhihuaweizhudao5gjishu,yinduzechengweilejuzuqingzhongdezhanchang。zheigenanyaguojiayueyou13yirenkou,hulianwangjingjibaozhashifazhan。tadexuanze,jiangjiquanqiudianxinjichusheshibantudailaijudayingxiang。
zhengfuguanyuanhexingyegaoguantoulu,muqiankanlai,yindudezhengcezhidingzhehedianxingongsijibenshangmeiyoubeimeiguoshuodong。
genjuhuaerjieribaobaodao,yinduzhengfudeyiweigaojiguanyuanbiaoshi,yinduxiwangxunsuxingdongqilaixiangshou5gchengguo,bingjiang“genjuwomendetiaojian,erbushipoyumeiguodeyali”laixuanzegongyingshang。tahaishuo:“huaweirujinzouzai5gjishudeqianyan,buronghushi”,“suoyoujishudouyouanquanyinhuanheloudong,dandanzhenduihuaweishibuduide。”
eryinduqianneizhengbuzhangg.k pillaizexuancheng:“duonianlaiyinduyizhifeichangmingxiandiqinmei,danwobuhuishuotafanzhong。”
三星和华为的战斗
“baguojituan(zhibadagongyeguomeiguo、yingguo、deguo、faguo、riben、yidali、jianadajieluosidelianmeng)ziranwenfengerdong。jiuliangenzhongguolianxijinmideaodaliyayexunsuxiangying,suiranzhongguodagepentishiaodaliyajiuyaoganmao;suiranlaizizhongguodedabizijinrangaozhoudaxuezhuandepenmanboman,danzuizhongtahaishibahuaweijijinle。”xindelideyiweidianxinjishuzhuanjiashuo。
shichangshunxiwanbian,yinduquezichengyipai。zaizheiyiboquanqiuxingdedizhihuaweideshenglangzhong,tachengweiweiyimeiyouzhengshibiaotaidedaguo。 zheibunanlijie,yindudianxinshichangbeizhongguoshangpinzhudaoyijingchengweijidingshishi,congwangluoshebeidaoshoujizaidaoqitadianzichanpinwuyiliwai。
suiran2018nianyinduzhigongxianlehuawei1090yimeiyuanshouruzhongde1.2%,danyindushichangde11yidianxinyonghujinciyuzhongguo,shuliangweijushijiedier,qianliwuqiong。gengzhongyaodeshi,yinduchaoguo90%dedianxinshebeidouxuyaojinkou。
5gshidaiyindudezhongyaoxingdoujianghuizaidutisheng,chengweigedadianxinjutoudejiaodouchang。
shichangchongmanbuquedingxing,erjuedingxingdetoupiaoshenzhikenenglaiziganggangmaotoudexinwanjia——reliance jio。jiodejueqiduihuaweieryanbingbushishenmehaozhaotou,yinweijioguoquyizhiyusanxingmeilaiyanqu。
2014nian,quanqiuzuida“lvdimoshi”dianxinwangluojioheqijingzhengduishoujinxinglecankudejiagezhan,bingjuedingfangqihuaweiyongbaosanxing,dangshisanxingdeguojiwangluoyewufazhanbingbulixiang。xianran,cushijiozuochujuedingde,chulelaizihanguojinchukouyinxingde7.5yimeiyuandaikuanhesanxinggaocengdechengnuowai,haiyouconghanguogongsineilihuodede“dafuzhekou”。
“jioxuanzeyusanxinghezuo,yinweizheishiyijiayazhougongsi,yuyantongyi,erqiemeiyouzhengzhishangdegulv,xiangbizhixia,ouzhougongsidechengbenhengao;sanxingyouzijidetaidu,erqiegengjialinghuo。”gaijiaoyidezhixingzheshuo。
xianzaikanlai,naxiajiodequeshisanxingdeyizhemiaoshou。jugaigongsixiaoxirenshicheng,jiezhimuqian,sanxingyijingyujiodachenglejiazhi35yimeiyuandejiaoyi,bingshengchengzijishiyindupaimingdiyidewangluogongsi。deque,genhuawei、ailixinhenuojiyameijiadayue10yimeiyuandeyewuguimoxiangbi,sanxingdeyewuguimomingxiandadeduo。
三星在网络业务方面的崛起与Jio快速蹿升相辅相成,他们的成功离不开4G。虽然目前5G技术在全球范围内仍有分歧,但华为必须确保在各大战场中的存在感。反观印度,5G部署面临的阻力可能比目前所遭遇的全球的阻力要更大。根据预估,可能跟印度从3G转向4G所需要的时间差不多,大概需要五年。
如果说华为遭受的第一次打击是在2014年Jio的业务中输给三星,那么第二次则是在思科副董事长约翰·钱伯斯(John Chambers)和信实工业集团董事长穆克什·安巴尼(Mukesh Ambani)lingdaodegaocengtanpanzhongzheji。jinguanzheicihuaweiquanlizhengqu,meizhoudoutamenhuipaichushibeiyusikedegongchengshituanduiqianwangjiogongsi,yihandeshihuiyijieshuhou,jiozaiyicixuanzelehuaweideduishou。
yinweisikehexinshigongyejituanzhijiande“qinmidesirenguanxi”,xiangmuzuizhonghualuosike。zheiyechengweisikedezhuanzhedian,tongguojiodeyewu,tamenkaishizhuanbianweifuwudaoxiangxingzuzhi,erbujinjinshichengweiyigeyinduyunyingshangdegonghuogongsi,suihousikezhuanmenchenglileyige250rendegongchengshuxiaozuchangzhujiodemengmaidabenying。
“它标志着一场巨变,因为这项技术已经得到了验证,服务是可量化的。安巴尼和钱伯斯还确定了参与程度。”一位参与谈判的高管表示。 “我和印度的Airtel、英国的沃达丰(Vodafone)、Verizon(威瑞森)hecomcast(kangkasite)zuoguoshengyi。keyizheimeshuo,duiyuyijiazhengzaijinruxinlingyudegongsi,jiobiaoxianchujidademinruiheyuanjian。zaiquanshijierenhedifangdoumeiyourenchuangjianzheiyangdewangluo。”tabuchongdao。
2015年正值印度总理纳伦德拉·莫迪(Narendra Modi)发起数字印度(Digital India)xingdongdedangkou,zheishiyixiangyidianzifangshixianggongmintigongzhengfufuwudeyundong。 zaisike-jiojiaoyizhong,anbanituanduideyiweizhongyaoguanyuanbiaoshi:“moditanlunshuziyindu,anbaniwanchengbingzhanshita。”
jiogaibianleyindudianxingongsidebantu,2016nian9yueshangxianhou,xunsudadao2.8yiyonghu。12yue,jidushouruchaoyuedierdayunyingshangbharti airtel。suoyiyindudedianxinzhanzhengbujinjinshihuodegengduoyonghu,gengzhongyaodeshirangfuzhaileileideyunyingshanghuifuyuanqi,duiyuzheixieyunyingshanglaishuo,huaweishifeichangzhongyaode4gshebeigonghuoshang。
但5G与4G不同,其部署方式并非3G和4G的宏基站部署方式。5G的部署不是要在全国或城市里泛泛铺开,而是要创建集群。运营商会在他们想要铺设光纤的地方创建基站。最早的一批应用里会出现杀手级应用程序,将推动高速固定无线进入家庭并构建其他服务。如果电信公司能够以低平均每用户收入(ARPU)laigoujiangaipingtai,neimezhihoutamenjiukeyishunlichengzhangdituichuqitafuwu。
人们或许会被无人驾驶汽车和物联网(IoT)xiyin,danshi5gdezhenzhengyiyishiweixinfuwufuneng,yinweiwulianwangzai4gwangluoxiayexingdetong。5gpingtaijianghuigaixieguize,yidongyonghupingjunshourukeyizairuchanghoutongguoyidongyulelaibuchong。”yijiakuaguoshebeigongsidegaoguanbiaoshi。
keyishuo,yinduzhengfudeduanqisiweisunhailexingyedejiankang,shiyindu5gshiyeshoudaoyanzhongyingxiang。guoqudegaopinpujiageyijingzhaganledianxingongsi,tamenjihumeiyouduoyudezijinlaijianshewangluo,tebieshipusheguangxian。yaozhidao5gwangluodeguangxianfeishi4gde3-4bei。zaiyindu,zhiyou22%dedianxintacaiyongguangxianlianjie,erlixiangqingkuangxiayinggaishi100%。
youyujinrujiaowan,jioyongyouyindudianxingongsizhongzuiqiangdadeguangxianguganwang。yeneirenshibiaoshi,jiozaixinmengmaiyongyoupangdadeguangxianwangluohe5gtiyanzhongxin,keyiwei5ghejizhanjiqitashebeigongyingshangdiandingjichu。duitameneryan,diandinglingdaodiweishishinianyiyudejihui,zuoweijiodelaopengyou,sanxingzhengzaiquanliyifudizhengqujihui。
neimeshenxianxinrenxuanwodehuaweizaiyinduhaiyoujingzhenglima?
戴着镣铐起舞
huaweimianlindezuidatiaozhan,shixuduoguojiarenweiqishebeicunzaianquanloudonghuohoumen,zheikenenghuisunhaiyouhuaweishebeidajiandezhenggeguojiadeshuzijichusheshi。
daomuqianweizhi,zheizhongshengyinhaimeiyouzaiyinduchuxian。danyejinjinshidaomuqianweizhi。
“zheimeduonian,zheimeduodianxinyunyingshang,zheimeduoguojia,ruguowomendechanpinyouhoumendehua,zaojiuyinggaiyourenzhaodaole。”huaweiyindushouxizhixingguanchenmingjiezai12yuedijieshoucaifangshibiaoshi。
dantongshi,zhengfu、yanjiujieshenzhikuaguoshebeizhizaoshangdedianxinzhuanyerenshidoubiaoshi,buguangshihuawei,suoyoujinkoushebeidoucunzaihoumenweixie,tebieshizaiyinduzheiyangyigejinkouliangchaoguo90%deguojia。“woyizhidanxinkuaguogongsihuiduiyindujinxingjiandiehuodong,yincibixuquebaosuoyouchanpindouzaiyinduzhizao,suoyouchanpinbixujingguoshenheheruanjianjiancha。”yiweimeiguoshebeizhizaoshangdegaojiguanlirenyuanshuo。
ranerzheizhong“wuchubuzaide”zhenduihuaweidehuaiyi,zhujianshirenchanshenglemianyili。zhongguojutouzhengzaihuaiyishengzhongbuduanfazhanzhuangda,tebieshixiaofeiyewu,meigejizhoutamenjiunengtuichuxinchanpinhuoxinjihua,tongsanxingzhankaijiaozhu。
zi2000nianyilaijiuyizhizaiyindukaizhanyewudehuaweigongsi,zhidao2009 -2010niancaizhaozhunlezijideweizhi,cishiyunyingshangfenfenjuexing,bingzhuanxiangguanlifuwumoshi,zheizhengshiairtelheailixinwunianqianneibi4yimeiyuanjiaoyisuodailaideyingxiang。
4gjueqi,huaweidaizhewanshandechanpinxianjinruyindushichang,baokuomianfeizengpin、baoxiuzhengceyijizhangqirongzidenggegehuanjie,wuxiekeji。gengguanjiandeshi,qichanpinbiouzhoujingpinbianyi50-60%,chayiquediyu30%。zheiduishenxiandiarpunitandeyindudianxingongsilaishuo,youhuolijuda。
拥有网络业务、消费业务和企业业务的华为电信(印度)有限公司,2016财年至2018财年的收入翻了一倍,达到828亿卢比(约合11.6亿美元)。当然,最大的份额仍旧来自网络业务。华为在印度还有三家实体:华为数字印度有限公司,华为电信服务印度有限公司和华为技术有限公司。前两家自2015年以来就没有更新公司文件,华为技术有限公司的研发中心设在班加罗尔,2018财年的收入是89.5亿卢比(约合1.26亿美元)。
zaiwangluoyewuzhong,renmenwangwanghuichuxian“baoleixintai”,tamenyi“minganxinxi”weiming,bimiangongxiangjingquedegongyingshangxinxi。ranerjuguji,huaweizhishaohuichuxianzai60-70%dianxingongsidegonghuomingdanshang。“yindudedianxintazhong,50%dejizhanlaizihuaweihuozhongxingtongxun,tamenhuidailaijudadechengbenxiaoyi。”yimingdianxingongsigaojiguanlirenyuanbiaoshi。
zheixieyoushiyejiangzai5gwangluozhongchixusanfaxiyinli,tebieshizai5gjizhandejiagegaochu4gjizhanliangbeiyishangdexianshiqingkuangxia。
电信公司高管表示,具有成本效益的产品往往来自中国。“在4G试验开始时,中国移动就拥有100万个基站。(目前印度所有2G、3G和4G / LTE基站加在一起一共200万个)。suoyizhongguoyidongdegongyingshangshunjianjiushixianleguimojingji。”dangranzheizhongshuofaweimianyipiangaiquan,yinweijinzhongguoyidongjiuyou9.52yiyonghu,chaoguoyindusandayunyingshangyonghuzonghe。
yinci,jinguanquanqiuguandianzhengzaijiliepengzhuang,danshi4gdelishirengrankenengzai5gzhongzhongyan。
touziguanligongsisanford c bernsteindexianggangfenxishichris lanebiaoshi,zaizhongguoquanmianyongbao5g,bingqiezaipeitaoshoujishengchanxingchengguimojingjizhiqian,5ghenkenengchengweiyindudelijijihui。“worenweikenenghuizai2022nianhuozhezhihou,jihuicaihuichuxian。”
电信制造本地化
zheibushiyichang“shengfudaoxiang”debianlunsai。“buxiangwulidinglv,wangwangjuyouweiyizhengquedefaze,zheixiegongsihuoduohuoshaodouyongyouxiangside5gjishu,jiayishiri,zheixiejishudounengxingdetong。”yiweiyeneirenshibiaoshi。danshidianxingongsirengranweizhangda5dao7nian、yuji1000yimeiyuandetouzizhouqierdanyou。
zaifengkoushang,renrendouxiangdazhuanyibi,baokuo5gzhuanlichiyouzhe。gaotonggongsiyijingpilu,gaigongsijihuaduimeiyitai5gshouji,shouqugaoda16.25meiyuandezhuanlishiyongfei。anzhaozheigebilv,jibianwunianhou,5gshoujidechengbenrenghuishilteshoujide3bei。
在印度,一方面,昂贵的频谱和价格过高的设备价格可能会导致5G难产,另一方面,电信公司可能继续利用大规模Mimo、新天线以及4.9G / Pre-5G等技术扩展现有的4G网络,以缓解网络延迟,提高网络质量。当然,如果频谱价格下降,运营商可以非常简单地在5G频谱上应用LTE,并针对一些较新的应用做出相应改动(就像他们对3G频谱所做的改造,将其仅用于语音)。
新一代无线技术的商业案例总是伴有不确定性或风险,5G在许多非电话应用中更是如此,电信部(DoT)“5gyindu2020luntan”zishenzhuxi、sitanfudaxuerongyutuixiujiaoshouarogyaswami j paulrajshuo,“womenkenengxuyaoweigonggongwangluo、sirenwangluo,shenzhimouxiechuizhilingyudezhengfuyuanzhuwangluodengdandusheliyileixindeyunyingshang。ouzhouzhengyijingzaikaolvzheixiewentile,danmuqianhaixuyaoshijian。”
yinduyunyingshangyezaikaolvzheigewenti。xiaoxirenshicheng,zaibianxianqianjingminglangzhiqian,meiyourenhuijiyubushu5g。
eryidanzhenzhengburu5gshidai,zhongdianjianghuizhuanxiangyinjin5gdianxinzhizao,laijianshaoyinduduijinkoushebeideyilai。
sanxingshiyinhanmaoyixiedingdeshouyizhe,conghanguojinkoudesanxingchanpinguanshuiweiling。yinduyuyuenanyeyouleisidexieyi,yincicongyuenanjinkouyejiweiyouli。 xiangbizhixia,qitashebeishangjiumeiyouneimehaoyunle,youyuyindujiangjinkouguanshuicong10%tigaodao20%,tamenbidinghuibeiganyali。neimejiecijihui,nengfoutuidongzheixiegongsidebendihuashengchan?
zaijiodehetongzhiqian,sikebingweirenzhenkaolvguoyindudezhizaoye。 ranerxianzaijiuliannuojiyadoukaishizhizao5gshebeile,huaweihuigenjinma?
yinduguofangbuduishiwanquanjinzhizhongguoshebeide。yijiadianxinshebeigongsideshouxizhixingguanbiaoshi,zaiguanjianyingyongshangdequeyouyixiejinyongzhongguoshebeideqianguize。zheiduiyuhuaweidejingzhengduishoulaishuo,kenengshiyigeqiji。
zaishijianfajiaodeguochengzhong,paulrajdeguandianfashenglemingxianbianhua。yiyuezhongxun,tashuolaiziouzhouzhizaoshangdedianxinwangluojishukenengyuzhongguojingzhengduishouyiyangbuanquanhuozheanquan。
dandaole1yuedi,tajujuefabiaopinglun,“wobuyinggaiduihuaweiwentifabiaopinglun。xianran,duiyinduzhengfueryanzheigewentihenguanjian,womenyinggaishouxianyizijideguojialiyiweizhidao。”
yindudianxinxingyejiqiyilaijinkou,90%deshebeidoushijinkouchanpin。yizheigebilveryan,shixiandianxinshebeizhizaobendihua,yourutianfangyetan。zheiweihuaweijishudefahuitigonglewotu。weilaijinian,qiduishebeidetouziyujijiangdadaoshuqianyimeiyuan,congerdazaoyigelianjiezhinengshouji、qiche、gongchangyuanzujianheqitajiqishebeidewangluo。
quanqiude5gdazhan,yinduzhinengxiushoupangguan,dantakeyipaochuyixiebendihuadetiantou,laixiyinhuaweizheiyangjianjujishushilihejiageyoushidegongsi,congerjiangqijinkoushebeidewaihuijingliuchuzuixiaohua。
yanjiugongsidell'oro groupdeshujuxianshi,qunian,huaweizaiquanqiudianxinshebeishichangdefeneyue30%,yuanyuangaoyunuojiyaheailixin。danzaiyindu,huaweideshichangzhanyoulvwei15-20%。yuhuaweizaiquanqiudepingjunfenexiangbi,huaweizaiyindudediweijiaoruo。dangran,yingbidelingyimian,shiguangkuotiandidayoukewei,huaweizaiyindu,haiyoujudadefazhankongjian。