您当前的位置:牛牛财经 > 股票

十年云服务演进:5G加码,流水的创业公司、铁打的行业巨头

2019-04-17     牛牛财经   来源:
文章摘要:本文来自微信公众号“芯师爷”,作者易侨侨。在刚过去的MWC2019展会上,5G的受关注程度不输任何技术。三星、华为、高通、紫光、爱立信等重要的手机厂商都展示了5G相关产品方案,而今年也被认为是5G商用的元年。每一代通信技术的演进,对整个产业链竞争格局都….

benwenlaiziweixingongzhonghao“芯xinshiye”,作zuozheyiqiaoqiao

zaigangguoqudeMWC2019展zhanhuishang,5G的deshouguanzhuchengdubushurenhejishu。三sanxing、华huawei、高gaotong、紫ziguang、爱ailixindengzhongyaodeshoujichangshangduzhanshiliao5G相xiangguanchanpinfangan,而erjinnianyebeirenweishi5G商shangyongdeyuannian

meiyidaitongxinjishudeyanjin,对duizhenggechanyelianjingzhenggejuduhuijinxingzhongsu。在zaijijiangdaolaide5G时shidai,其qifengzhililunchuanshusudukedadaomeimiaoshu10Gb,这zheduiyujiyuhulianwangdeyunfuwueryan,也yeshiquanxindeyicitiaozhan。那name,5G+云yunfuwujiangdailainaxiexinbianhua?能nengfoudapoxianyouyunfuwushichanggeju

5G商shangyong:正zhengchuyulimingdeqianye

duiyutongxinjishueryan,标biaozhunzhidingwangwangshizouzaichanyedeqianmian。在zaixiangguanbiaozhunquerenzhihou,规guimohuadechanyeyingyongcaihuidaliangchuxian,5G技jishuyeshiruci。目muqianguojishang5G标biaozhunzhidingdezhongyaozuzhibaokuolianheguodeguojidianxinlianmeng(简jianchengITU)和he3GPP产chanyelianmeng。主zhuyaojishubiaozhunbaokuoR15(Phase1)和heR16(Phase2)两liangbufen

qizhongR15分fenweidulizuwang(SA)和hefeidulizuwang(NSA)两lianggebufen。而erR16则zewei5G标biaozhundedierjieduan,主zhuyaomudezaiyumanzuITU的deyaoqiuzhidao,展zhankaixiangyingjishutaolun、指zhidaojishuxianghouyanjin、最zuizhongtijiao。根genju3GPP产chanyelianmengguihua,非feidulizuwangbiaozhunyiyu2017年nian12月yuedongjie,而erdulizuwangbiaozhunyeyu2018年nian6月yuedongjie,这zheyeyiweizhuo5G标biaozhunhuadiyijieduangongzuozhengshiwancheng,下xiayibuzeshishangyonghua

congchanyelianjiaodulaikan,在zaifeiduliwangbiaozhunhuagongzuowanchengzhihou,包baokuoxinpian、系xitongchangshangjixiayouzhongduanqiyedengchanyelianhuanjieduzaijiasutuijin5G商shangyonghuajincheng。其qizhonghuaweidegongxianfeichangmingxian,同tongshiyechengweiquanqiu5G最zuizhuyaodetuidongzhe。从congMWC2019展zhanhuilaikan,高gaotong、华huawei、紫ziguang、联lianfakejijiadaibiaoqiye,5G芯xinpianyijingliupianchenggong,搭dazaidezhongduanchanpinyejiangzai2019年nianxiabanniantuichu

woguo5G建jiansheguihuajindu(来laiyuan:工gongxinbu、信xintongyuan

duiyuchanyelianguanxindepaizhaowenti,工gongxinbubuchangmiaoweibiaoshi:“将jianggenjuzhongduanchengshuqingkuangzaijinnianshishifafang5G牌paizhao,不buguodaguimoshangyonghuanxuyaogeiqiyeyidianshijian,因yincixianzaiquanguofanweineiba5G网wangluodejizhanjianliqilai,为weidaguimodeshangyongtigongjichutiaojian。”可keyishuo,5G的dedaguimoshangyongjiangzai2020年nianchuxian,其qishangyonghuatiaojianyijingjubei

5G+云yunfuwu,低dishiyantongxin+海hailiangjiqileitongxinjiangdedaojinyibukaifa

congjinniandeMWC展zhanhuizhong,我womenkeyikandao,除chuliaoxinpianhezhongduanchangshangde“争zhengqidouyan”之zhiwai,基jiyu5G技jishudeyunfuwuyekaishichuxian

biruyijiashoujizaizhanhuixianchangzhanshiliaodazaigaotongxiaolong855移yidongpingtaide5G手shouji,并bingqierangcanhuizheqinshentiyanliaowendingliuchangde5G云yunyouxi。基jiyu5G通tongxindegaosulv、高gaokekaojidishiyantexing,大daxingyouxikeyizhiyuyunduan,消xiaofeizhezhixuyaoyigepingmujikedadaojizhideyouxitiyan

huaweiyefabuliao5G Cloud VR服fuwu,并bingzhuolidazaoCloud VR开kaifazheshequheshengtai。在zai5G Cloud VR场changjingzhong,虚xunituxiangdeshengchengcongbendiqianyidaoyunduan,使shidezhongduanbiandegengjiajiandan,使shiyongchengbengengdi。根genjuhuaweiwu线xianwangluoshouxiyingxiaoguanzhouyuefengjieshao,5G和heyunshiCloud VR普pujideshuangyinqing,华huaweiyunzengjialiaoCloud VR连lianjiefuwuhou,配peihehuaweiyunbianbugedidejisuanziyuan,成chengweiCloud VR业yewupeiyangdewotu

zaixiayouyingyongfangmian,自zi2016年nianxianqiyigutouzirechaozhihou,经jingguojiniandefazhan,VR并bingmeiyouchuxianrenmensuoyuqidedabaofa,反faneryuelaiyuechenjixiaqu。究jiuqiyuanyin,除chuliaoneirongdeqianquezhiwai,硬yingjianshebeidexianzhi使shideVR体tixianbingbuhao,其qizhongxuanyun、画huamian、笨benzhongdengwentiyouweimingxian。而ersuizhuo5G技jishudeyinru,VR系xitongzuiweifuzadejisuanjishengchengtuxiangCG将jiangcongbendiPC渲xuanranqianyizhiyunduanfuwuqixuanran,并bingtongguo5G网wangluoshishijiangyunduanxuanranhoudetuxianghuichuangeiyonghu,能nenggoudafudujiangdiVR设shebeidezhongliang。另lingwai,5G低dishiyanhebianyuanjisuandetedian,将jiang使shidexuanyunganyouxiaojiejue,从conggenbenshanggaibianVR的de使shiyongtiyan,并bingyicidaidongVR产chanyedezaiciqifei,而erzhexieduyu5G技jishumibukefen

muqianzhinengshoujishiyidongtongxinshidaizuizhuyaodechanpinxingtai,其qifazhanfangxiangyeshichaozhuogenggaoxingnengjigengduogongnengmaijin。然ranersuizhuo5G时shidaidedaolai,或huoxuyehuichuxianjieranxiangfandefangxiang。由youyu5G通tongxinduyoudetexing,运yunsuannenglihefuwuyingyongkeyiqianyizhiyunduan,消xiaofeizhezhixuyaoyikuanpingmujiketiyandaotongxinjiyuledengfuwu,从congerbaituozhongduanchanpinxingnengjipingmuchicunxianzhi。另lingyifangmian,现xianzaijizhongzaizhinengshoujizhongdegezhongfuwu,也yekeyifensanzhigengjia广guangfandezhongduanchanpin。在zai5G网wangluohuanjingxia,任renhedezhongduandukeyichengweifuwutigongfang,这zhejiushiwomensuochongjingde“万wanwuhulian”时shidai

congfazhanjieduanlaikan,目muqiande5G应yingyongzhuyaoyieMBB(增zengqiangxingyidongkuandai)为weizhu,以yiCloud VR为weili,只zhiyou5G技jishucainengmanzushubaizhaodedaikuanheshuhaomiaodeshiyanyaoqiu。而erdaoliao2020年nian,eMBB+uRLLC(超chaokekao、低dishiyantongxin)+mMTC(海hailiangjiqileitongxin)将jiangdedaojinyibukaifa。届jieshijianghuiyougengduo“杀shashoujiyingyong”出chuxian

5G时shidai,云yunfuwushichangjiangjixuxiangBAT三sandajutoujizhong

congfazhanlishilaikan,自zi2006年nianyamaxunshang线xianshijieshangdiyikuanshangyehuayunchanpinyilai,云yunfuwugengduodehuanshimianxiangB端duan,这zheyimoshiyejiben沿yanyongzhijin

genjuCanalys调diaoyanshujuxianshi,2018年nianquanqiuyunjisuanshichangguimotupo800亿yi美元,达dadao804亿yimeiyuan,同tongbidafuzengchang46.5%。前qianshidayunfuwutigongshangfenbieweiAWS、微weiruanAzure、谷gugeyun、阿aliyun、IBM云yun、Salesforce、Oracle、NTT通tongxin、腾tengxunyunheOVH。其qizhong,前qiansanmingAWS、微weiruanAzure、谷gugeyunzongshichangfeneyijingchaoguo50%。并bingqiezheyixianxiang,一yizhiweichiliaohenduonian

zaiyunfuwulingyuyeliuxingzhuoyijuhua,流liushuidechuangyegongsi、铁tiedadexingyejutou。整zhenggeyunfuwushichangjibenshangzunxunzhuoerbafaze,长changqichuyuyingjiatongchidejumian。在zaiguoqudeshiduonianjian,云yunfuwulingyuyeyongxianliaohenduochuangyegongsi,不buguanshizaigongyouyun、私siyouyunjihunheyun,还huanshizaigegexifenlingyu,然ranerzuizhongdejieguoyijiushiyamaxun、微weiruandengjutoubuduanzuoda。其qibeihouyuanyinchuliaobenshenjishuheziyuanzhiwai,其qiyewumoshichuangxinjishengtaijianshefangmian,这zhexiejutoumenjuyouwufabinideyoushi。而erzheyeshihoulaizhe,难nanyuhandongqishichangdiweidezhongyaoyuanyin

guoneiyunfuwushengtai(图tupianlaiyuanyuwangluo

duiyuguoneieryan,在zaiyunfuwulingyumuqianrengchengxian“百baihuazhengyan”的deqingkuang,腾tengxunyun、盛shengdayun、新xinlangyun,百baiduyun,京jingdongyun、华huaweiyun、天tianyiyun、世shijihulian、ucloud、青qingyun、浪langchaoyundengdeng。但danshicongchangqiqushilaikan,国guoneiyunfuwushichangjiangjixuxiangBAT三sandajutoujizhong,呈chengxianchusanzudinglizhishi

guoqudeyinianzhong,国guoneisandahulianwangjutoubuyueertongdezhanluediaozheng,阿aliyunshengjiweialiyunzhinengshiyequn、百baidushengjizhinengyunshiyequnzu,提tisheng“ABC智zhinengyun”业yewuzhanlue、腾tengxunchengliyunyuzhihuichanyeshiyequn,以yicijinyibuqianghuayunfuwudezhanluediwei。虽suiranshuoguoneiyeyouhenduoyunfuwuchangshang,但danshizaizhengtishili、技jishuchuangxinjishengtaiziyuanfangmian,与yusandajutouxiangbi,仍rengyoubuxiaodechaju

zongheeryan,不buguanshiguowaishichanghuanshiguoneishichang,云yunfuwuchanyejingguo10多duonianfazhanheyanjin,市shichanggejujibenyijingqueding。虽suiranshuoyunfuwuqiyeyijiubaihuaqifang,但danshizaicankudeshichangjingzhengxia,逐zhujianchengxianchuxiangtoubuwanjiajuhedequshi。但danshiji便bianruci,随suizhuojishudebuduanfazhanguan,看kansiwengudequanqiuyunfuwushichangyezhengzaifashengzhuoyixiexinbianhua

shouxianjiushiPaaS平pingtaiceng,逐zhujianqianghuaxiangshangxiayouyanshen,进jinyibuzengqiangshengtaihuayuquanjiyijiaquan。以yiyamaxunweili,其qizai2018年niantuichushoukuanziyanArm架jiagouyunfuwuqiCPU Graviton和heshoukuanyunduanAI推tuilixinpianAWS Inferentia,从congerzhububaituoduishangyouIaaS基jichujiagoutigongshangdeyilai。另lingwai,搭dazaiyamaxunyuyinzhushoudeyingjianchanpinyijingxingchengshengtaixiaoying,其qizhongyizhinengyinxiangweidaibiao,逐zhubuxiangxiayouyanshen

qici,在zaiyunfuwuqishichanggejujibenquedingzhihou,价jiagejingzhengkaishizhubuquhuan,取querdaizhidexinjishudezhengxiangyinru,如rudashuju、人rengongzhineng、区qukuailiandeng。特tebieshirengongzhinengjishudexingqi,使shidechuantongyunsuanmoshifashengchedigaibian,除chuliaotigongchuantongdezhongxinjisuannenglizhiwai,云yunfuwuchangshangyeyuelaiyuexiangbianyuanyanshen,正zhengruhuaweitichudequanzhanshijiejuefangan

chucizhiwai,5G通tongxindeshangyonghuajiangdailaiquanxindeyingyongjiyewumoshi,对duiyuyunfuwuxinshilieryan,是shifeichangnandejiyu。这zheyiweizhuogengduodexifenkongjian,更gengduodeshichangjihui,例lirugaoqingshipin、游youxi、医yiliao、自zidongjiashidenglingyu。另lingyifangmian,5G在zaiquanqiufanweineiyijingxingchenggongshi,由youciyejiangyanshengchuyuelaiyueduodechuangyeqiye,这zheyeweiyunfuwushangtigongliaogengduodeshichangkongjian

5G时shidaidelailin,为weiyunfuwuqiyetigongliaohejutouboyidejihui。随suizhuoyunfuwucongB端duanzhujianxiangC端duanyanshen,将jianghuigeihoulaizhedailainandedejiyu。但danshicongmuqianfazhanqushilaikan,想xiangyaochedidianfuxianyougeju,仍rengyouhendadenandu

5G云yunfuwudeweilai:运yunyingshanghuojiangzouxiangtaiqian

suizhuoyidongtongxinjishufazhan,运yunyingshangdejiaosezhujianbeibianyuanhua,基jibenshanglunweiguandaotigongfang。特tebieshizai4G时shidai,以yiweixin、支zhifubaodengweidaibiaodehulianwanggongsi,更gengshijiangyunyingshangtuixianggangadejingdi。而erzheyiqingkuangyouwangzai5G时shidaichuxiangaiguan

2017年nian6月yue,美meiguodianxinjutouVerizon宣xuanbu,已yijingwanchengduiyahuhexinhulianwangyewudeshougou。2018年nian6月yue,美meiguolianbangdiqufayuanfaguanxuanbuAT&T以yi854亿yimeiyuanshougoushidaihuanaanhefa,允yunxufufeidianshixingyehedianxinyunyingshangjutouAT&T收shougoubaokuoHBO、CNN、和hedianyinggongzuoshihuanaxiongdizaineideshidaihuanaqixiazichan

zhexiedushiyunyingshangxiangxinlingyuzhanluebujudedianxinganli。而erzai5G时shidai,“网wangluoqiepian”技jishudeyinru,也yejiang使shideyunyingshanggengjuhuayuquan。由youyuzaiwangluojianshefangmiandetouru,加jiazhibianyuanjisuandengjishudefazhan,运yunyingshangkeyizhenduiyingyonglingyutigongchayihuataocanhefuwu,由youciyejiangchanshenggengdadejiazhi。从congfazhanqushilaikan,运yunyingshangzaifuwutigongzhongcanyudujianghuiyuelaiyueduo,其qibanyandejiaoseyegengjiafengfu,逐zhujianzouxiang“台taiqian”。

zongdelaishuo,在zaiyunfuwulingyu,国guowaisandajutouyijiuzhanjuzhuozuizhuyaodeshichangfene,以yiguoneiBAT为weidaibiaodehoulaizheyezhanxianchuliaokuaisuzengchangtaishi。5G时shidaidelailin,将jiang使shideyunfuwumoshifashenggenbenxingdegaibian,新xinjiushiliyejiangzhankaixinyilunshengtai“争zhengduozhan”!

收集整理:牛牛财经网
本文地址:https://stock.nncj.com/a/23954
共有条评论发表评论
验证码:
推荐阅读