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Telecom giants step up efforts to develop 5G technologies

2020-3-19 14:42

 

Employees of China Telecom install a 5G base station in Shanghai on Feb 21. [Photo/China News Service]

 

Chinese tech companies are answering the central authorities' call to accelerate efforts to build new telecom and IT infrastructure so as to lay a sound foundation for the development of emerging technologies and to inject new vitality into the nation's digital economy.

China Mobile, China Unicom and China Telecom, the big-three telecom carriers, have launched their second-phase 5G purchasing plans as part of their joint efforts to build at least 550,000 5G base stations this year.

Wu Chaoze, chief analyst at China Securities, said the three carriers' combined capital expenditure is expected to stand at around 300 billion yuan ($42.9 billion) this year, with one third of that going to 5G.

Similarly, S&P Global (China) Ratings said in a report earlier this month that 5G investment is on the verge of peaking, with annual capital investment by the big-three Chinese operators expected to increase by 6 percent on an annual basis this year.

This year, China will invest about 120 billion yuan in 5G infrastructure, the report said.

The estimates came after a meeting of the Standing Committee of the Political Bureau of the Communist Party of China Central Committee, which called for accelerated efforts to build new infrastructure, earlier this month.

In addition to 5G base stations, internet data centers, infrastructure for artificial intelligence, and the industrial internet are also the focuses.

Sun Pishu, chairman and CEO of Inspur Group, China's largest maker of servers, said the accelerated efforts to build new infrastructure for 5G, cloud computing and AI are constructing a digital highway to make China a technological superpower.

"We have already felt that the new infrastructure-including cloud computing, big data and AI-has played a huge role in fighting the novel coronavirus outbreak. The more digital and intelligent the enterprises are, the faster they resume work," Sun said.

"At the critical moment of resuming work and preventing the epidemic, the new digital infrastructure can support the stable operation of society and public governance," Sun added.

Lenovo Group Ltd, the world's largest personal computer maker, is also answering the call to build new infrastructure. It kicked off construction of its 2 billion yuan smart plant in Shenzhen, Guangdong province, on March 11.

Lenovo said it aims to build the Shenzhen plant into a model of digital manufacturing and Industry 4.0, so as to inject new vitality into industrial upgrading.

The plant, scheduled to be completed in three years, will cover 280,000 square meters. It will produce personal computers, servers and other smart electronic products, and will be highly automated with the industrial internet playing an important role in boosting its operations, the company added.

Xin Yongfei, a technology expert at the China Academy of Information and Communications Technology, said building new infrastructure will help construct the foundation for the internet of things, digital transformation and high-quality development.

China's leading digital payment platform Alipay unveiled a three-year plan on March 10 to support the digital transformation of 40 million service providers by working with 5,000 independent software vendors.

Simon Hu, CEO of Alibaba's financial affiliate Ant Financial, said: "We want to build the new infrastructure of a digitalized service industry by upgrading Alipay into a digital lifestyle platform."

 

2月21日,中国电信员工在上海安装5G基站。【图片/中新社】


中国科技公司正在响应中央政府的号召,加快建设新的电信和IT基础设施,为新兴技术的发展奠定坚实的基础,为国家的数字经济注入新的活力。


中国三大电信运营商中国移动(China Mobile)、中国联通(China Unicom)和中国电信(China Telecom)已启动第二阶段5G购买计划,这是它们今年共同努力建设至少55万座5G基站的一部分。


中国证券首席分析师吴超泽表示,三家运营商今年的总资本支出预计在3000亿元人民币(429亿美元)左右,其中三分之一将用于5G。


同样,标准普尔全球(中国)评级公司(S&P Global (China) Ratings)本月早些时候在一份报告中表示,5G投资即将见顶,中国三大运营商的年度资本投资预计今年将同比增长6%。


报道称,今年,中国将在5G基础设施上投资约1200亿元人民币。


本月早些时候,中共中央政治局常务委员会召开会议,呼吁加快基础设施建设。


除了5G基站,互联网数据中心、人工智能基础设施和工业互联网也是重点。


中国最大的服务器制造商浪潮集团(Inspur Group)董事长兼首席执行官孙必书表示,为5G、云计算和人工智能建设新基础设施的加速努力正在建设一条数字高速公路,以使中国成为技术超级大国。


“我们已经感觉到新的基础设施——包括云计算、大数据和人工智能——在抗击新型冠状病毒爆发中发挥了巨大作用。企业越数字化、越智能化,恢复工作的速度就越快。”


“在恢复工作和预防疫情的关键时刻,新的数字基础设施可以支持社会和公共治理的稳定运行,”孙补充说。


全球最大的个人电脑制造商联想集团(Lenovo Group Ltd)也响应了建设新基础设施的号召。3月11日,该公司在广东省深圳市启动了20亿元的智能工厂建设。


联想表示,其目标是将深圳工厂建成数字制造和工业4.0的模式,从而为产业升级注入新的活力。


该工厂计划在三年内建成,占地28万平方米。该公司补充说,该公司将生产个人电脑、服务器和其他智能电子产品,并将实现高度自动化,工业互联网将在促进其运营方面发挥重要作用。


中国信息通信研究院技术专家辛永飞表示,建设新的基础设施将有助于为物联网、数字转型和高质量发展奠定基础。


3月10日,中国领先的数字支付平台支付宝公布了一项为期三年的计划,与5000家独立软件供应商合作,支持4000万家服务提供商的数字化转型。


阿里巴巴金融子公司蚂蚁金服首席执行官胡彦宏表示:“我们希望通过将支付宝升级为数字生活平台,来打造数字化服务业的新基础设施。”

 

原作者: Ma Si 来自: china daily