What is the true success of 5G technology?

Corporation and Beijing Private Technology Promotion Association, Hangzhou Guomai Telecom Service Co., Ltd. hosted the "China Information Communication Industry Reform and Innovation Development Forum", Independent Director of China United Network Communications Group Co., Ltd. , Beijing University of Posts and Telecommunications Professor and doctoral tutor Lu Tingjie delivered a keynote speech on the future of private communications companies in the 5G era.

The full text is excerpted as follows:

Dear Vice Chairman Liu Xiaofeng of the 12th National Committee of the Chinese People's Political Consultative Conference, leaders, friends from the business community and the press, good afternoon!

A brief report on the 5G situation: "5G and the Internet in the second half". Especially where are the opportunities for our private communications companies, because of this revolution I have a subtitle called "From Consumer Internet to Industrial Internet".

I think this is a major opportunity for many of our private communications companies. Why do you say that? Simply put, in the year of the 2008 Olympic Games in China, Minister Li Yizhong just mentioned that he was the old leader of the Ministry of Industry and Information Technology, the University of Posts and Telecommunications. It turned out to be the Ministry of Industry and Information Technology at first, and then to the Ministry of Education. The 3G license was issued at that time, and the Chinese government had promised to go to 3G in the 2008 Olympic Games. But in fact, the international 3G standard was passed in 2000, and it has not been used for a long time. Everyone is saying that this technology is useless and has many problems. Also, if you use your mobile phone to surf the Internet, you will drive into a tree and hit a wall. ? Although later we did hear that someone drove into a tree and hit a wall, and some fell into a well, but today no one will deny that mobile communications have brought huge changes in life. Where is this turning point? In January 2007, Jobs Apple’s mobile phone and APP app store turned out, redefining the mobile Internet, making the world see that 3G can be played in this way, OTT can be on the operator’s network, OTT It is the NBA basketball game called over the top. You don't need to have a physical network to open various applications on its network. Later, we developed rich social network applications, short video applications, mobile payment applications, etc., which led to other very wide applications in society. Later, we saw a very popular company-Nokia, which quickly withdrew from the world's terminal industry mobile phone industry leader. At the resignation meeting of his president, he said such a sentence, "We did nothing wrong, but we lost." It lost on the trend. For a company, the trend must outweigh its advantages. When the trend comes, you can't stop it. When the trend comes, it is another major opportunity.

The fifth-generation mobile communication technology. Now that it has developed to the fifth generation, G means generation. From its first generation to the current fifth generation, there is a law that shows that this is all revolutionary. This technology is often imperfect at the beginning, but It has created a new application scenario. For example, with the emergence of 1G, "Big Brother" appeared, we don't need to pull the root line to make a call, and then it is convenient for us, but the quality of the call is very poor, and the voice of other people comes through. The result is 2G, which is the optimization of 1G. With digital coding, the mobile phone becomes smaller and the communication quality is improved. But it still mainly solves the voice communication between people; when it comes to 3G, you need to use mobile phones to access the Internet. Jobs's Apple mobile phone turned out to be killed, including the Canadian BlackBerry, which redefines the mobile Internet. We use mobile phone traffic extensively, hoping to reduce prices and increase speed, so 4G has emerged. 4G is an optimization and improvement of the applications that 3G has emerged, and it is upgraded through technology.

Now that 5G has arrived, where is the outlet for 5G? In the past, communication technology has always solved the 2C problem, which is the application to the customer. The most important definition of 5G is to create a blue ocean. It will be applied to 2B (to business)-to provide applications for businesses to industries. This is the most important opportunity for everyone. It will realize the Internet of Things, the Internet of Vehicles and the Industrial Internet, which is a very big revolution. This is also why the Americans care so much about 5G and do everything possible to block Huawei equipment. For the first time, the U.S. government defines a communications technology as a military competition. He believes that if a society, including its entire industry and agriculture, the entire basic industries are all dependent on If the network is to operate, if the two countries fight in the future, they will not use missiles or nuclear weapons, and the network will be paralyzed. The high-speed rail will not be able to operate, and the aircraft will not be able to land; therefore, he said that this 5G technology must not be controlled by the Chinese .

Not long ago, I had a debate with a foreign expert at an international conference in Cambridge. They were very concerned about why the Americans blocked Huawei. During World War II, the United States made some rules, and it spent a lot of money and used three methods. First, use its U.S. dollar, and the U.S. dollar system will economically control and implement this rule; second, use its strong military power; third, use its high technology. For these three relationships, the U.S. dollar depends on military protection, and the military relies on technology to lead, so the most fundamental thing is technology, so technology is absolutely not allowed to surpass your own country. One day China stands on the world’s top technology side. There are many technologies. The most important area of information and communication technology is China. The Americans are afraid. This technology is mastered by the Chinese, and the Chinese have to make rules. So it is blocking. But this actually doesn’t see what the Chinese need to work on. We Chinese invented gunpowder first, instead of using it as guns, we used it as firecrackers; we were the first to invent the compass, we didn’t use it to sail, otherwise the earth Many places are ours in China, and we use it as a compass for fortune-telling and feng shui. All technological innovations in some Western countries were first used in the military to kill other countries. For example, after the invention of atomic energy, it used it as a nuclear weapon, but it did not make a nuclear power plant. The Internet was also the first data command network born in the US military. But today, our fifth-generation mobile communication technology will be 2B to be applied to the enterprise connection. It first thought, using American thinking and logic, it must be used in the military to kill me. This is absolutely intolerable. Internationally, a society in which everyone should cooperate, a society in which everyone should cooperate, I will not start with this aspect. Let’s talk about the opportunities of 5G for our companies.

When we talked about this, everyone must know that 5G has created a huge blue ocean, a blue ocean for enterprises and industry applications. I think in the future virtual operators will provide applications to individuals, mainly to industries. Someone told me when basic telecom operators will provide this capability, don't wait.

When I was communicating with them at the University of Cambridge, there was a heated debate. Once one of my PhDs published an article, and the submission was rejected twice. But at the international forum, I ran into the associate editor who rejected his manuscript, a famous professor at Oxford University. At that time, the two of us had a debate because my student’s main point was that the development of the communications industry depends on three forces. The power of market competition is called the invisible hand; second, it depends on the government's good supervision and protection; third, it depends on technological progress. For example, when we were 2.5G, we wanted to surf the Internet. At that time, how much was 1 megabyte of data and how much network speed was, whether 3G or 4G would keep cutting prices and speeding up. But foreign experts told me that this theory is wrong. Technology is never the third hand. A company hopes to beat others and stand out in competition. It will use technological innovation to provide differentiated products and differentiated services to reduce enterprise costs. Technology is a means of market competition, not a third hand. I said you were wrong. It means that you don’t understand the communications industry. Any technological innovation in the communications industry has never originated from basic telecom operators, but from those equipment manufacturers, such as ZTE, Huawei, Ericsson, Nokia, Alcatel, etc. From them. This is like a well-known automotive expert at Oxford University who has played a role in promoting the advancement of automotive technology, but he may not drive a car. The operator has built a taxi company with the car they developed. It does the operation. When the car progresses and the taxi company innovates, everyone is waiting. He told me that business innovation depends on operators, not. I just said that the 3G standard was passed in 2000. At that time, everyone was talking about 3G, gambling, games, girls, etc. These are 3G applications.

Then Jobs was born in 2007. After 7 years, is Jobs a member of the communications industry? In other words, did online ride-hailing applications like Uber and Didi Dache originate from taxi companies? Absolutely not. So let me tell you that the whole world of basic telecommunications industry does not understand that its innovation, whether it is technological innovation, does not originate from within the industry, but is exogenous and comes from outside the industry.

So here is the opportunity for everyone. You know that 5G provides this kind of connection. It comes from your familiarity with agriculture. Farmers make low-value-added products, and the things they grow are not sold for much, and the middlemen make profits. The middlemen use pork to add water, and add something to the dishes. It is not cheap or healthy to buy in the city. We suggested at that time whether we could make high value-added organic food. The city would rather spend more to make organic food, but you brought me a basket of vegetables, and you told me that it was organic food and had not eaten pesticides. Who can prove this? You can use the Internet to trace the source. Mine is a green organic product that provides solutions for farmers. My price has doubled, and mine is an organic product. I use the blockchain and 5G technology to trace the source to you, to ensure that this thing is organic food, and the farmers brothers will make high added value and become rich together with us.

What I mean is that because of many industry applications, enterprise applications originate from society. Only people in society understand the pain points of these industries best. They know what we lack and where the problem lies. What is the difference between the operators’ personal applications? Personal applications are very homogeneous. Look at the homogeneity of the three major operators. But industry applications are different. Solutions for logistics companies are different from solutions for financial companies because their needs are different.

We have always said that when the professor asked me why even the application did not originate from the operator, I told a true story. Earlier than WeChat was a solution called Fetion launched by China Mobile based on traffic. At that time, Minister Yizhong promoted co-construction and sharing from his time when he was the minister, and ported account transfers. At that time, the Ministry of Industry and Information Technology held a meeting and gave me an arrangement and said, Mr. Lu, you are the leader of the marketing department. If you solve this, you should switch to the Internet to complete the procedures from the porter or the porter. Later, I said that this is not the problem now. I did a survey. For example, China Mobile said that you need to transfer mobile numbers 138 and 139 to China Unicom. Sorry, Monternet cannot be used, Fetion cannot be used. It is enterprise differentiation. It's good to create a product. Just like our WeChat today, but after he said that, he wanted to differentiate and use it for his own business. You are no longer a China Mobile customer. You can take away your phone messages, but you can’t take away all other value-added services. In the end, you lost to WeChat.

So why is it impossible for the communications industry to innovate, because it must be interconnected. This is not its incompetence. It must be interconnected for any technology that can be connected to all operators. Today, there is 5G. It cannot be said that this 5G can only be used for mobile, but it cannot be used by China Unicom and telecommunications. It is impossible. Therefore, any innovation is meaningless. It cannot be differentiated, but homogenized. Today we said that 5G is coming, and the needs of each industry are different. We had a meeting in Shanghai not long ago. I told Pan Shiyi that if you want to build a smart building, you will find that office buildings and residential buildings have different network requirements. Everyone here has an opportunity. I have seen several companies who used to be consulting companies make corporate portraits. We all have personal portraits on the Internet, buy things on Taobao, and on WeChat, they know what their preferences are, male or female, and it will push you something accurately. But now there are some special portraits for enterprises, such as Ali Dingding. I hope that people from the society will give it a portrait. What kind of service does this company need, what is the portrait, what is its characteristics, how much tax it pays, and what is the business, I will provide services for it . Nowadays, communication operators are also serving as government and corporate customers, and they also need corporate portraits. Some companies have taken another step. I give a portrait of the logistics industry, and I know what capabilities the operators have, what private networks, private lines, and SMS. For example, SF Express needs to send 7 cents a SMS from the operator to wholesale a package, and receive a package saying that you can rate the service. You don’t need SMS anymore. The industry SMS has been growing. As a result, some people say that it is wholesale in large quantities. The operator knows that I get 5 cents per piece, and it earns 2 cents per piece. What can earn hundreds of thousands of such money a year is that I earn the difference. Now it’s not just wholesale text messages. The logistics industry needs dedicated lines, private networks, text messages, and a clear analysis of what traffic is needed. First, I will give you a portrait. I know what you need, and the operator's ability is open. Therefore, at a conference in Shanghai not long ago, China Unicom first announced that 5G Unicom’s ability to open up is the right way to allow society to innovate. Where does it understand each industry and where does the operator understand it. After it innovates, it can only be in China Unicom. , It doesn’t make sense to not use it on mobile. The express courier in the logistics industry, as well as the customers of which operators have them, the operators are open to provide capabilities, and those who do corporate portraits say that my opportunity is here. I will go one step further and make a middleware. Be an integrator, be a virtual operator, without any physical resources. But specifically for your industry, such as the logistics industry to provide a package of solutions for the financial industry. I know that a small company has been operating poorly in the past few years, and its net profit last year was 100 million.

To sum up, let me talk about my core point of view. This is a 5G indicator. The network speed is 100 times that of 4G. A 1080T high-definition video, 10 G an hour, can be downloaded in one second. It takes more than 100 seconds in 4G. , The delay is 1 millisecond. The concept of 1 millisecond is the most famous football goalkeeper in the world. When the penalty kicker raises his foot and he pounces, his response is 100 milliseconds, which is impossible to pounce at all, because the ball takes only 10 milliseconds. At the gate. The time delay of 5G from the terminal mobile phone in the vehicle to the interface of your cellular space is 1 millisecond. This concept is faster than the response speed of a needle. Because of the various future controls, especially the driverless car, the delay must be very fast, otherwise the car will crash. It will provide many such capabilities, and we can imagine some things that can pull the industrial chain. Now everyone talks about mobile phones. 5G is coming. What kind of mobile phones are mobile phones that communicate with the network and use an interface for various applications in cyberspace, and an interface for man-machine services. But in the case of the Internet of Everything, it is hundreds of millions of times. The Internet of Things, the Internet of Vehicles, and the telegraph poles must be connected to the Internet. The manhole cover must be connected to the Internet. Each of the quantities must have a communication mold. Each is different. The market alone is Hundreds of thousands of times, or even millions of times the scale of people. I make more money by making mobile phones, and each industry solution may have an operating system specifically for the Internet of Vehicles. This industry chain is very large.

This is the reason why Americans predict how many jobs and national economic output will be stimulated by 5G. For its three major applications, 5G provides three major scenarios:

First, enhance mobile broadband. Mainly to solve some high-definition interactive applications. In the future, virtual reality and 3D will become very common. Because of the delay caused, it can't keep up, and there is always that kind of jitter, so people are dizzy. This is very common in the future. It will drive broadband video applications for smart homes, telemedicine applications, and security monitoring applications. Nowadays, security surveillance requires very high-definition images for face recognition, criminal capture, and the recognition accuracy is relatively high. This is high-definition.