South Korea's 5G equipment is not shared LG's operators are bound by Huawei Sprint Commercial

Issuing time:2019-03-20 00:00

The global 5G racing, the crowds compete. At the moment, global communication operators are beginning to race in the 5G field. For the 5G fat, China's communications operators have long seized the opportunity to compete for layout. In the overseas market, the results of the 5G auction spectrum of the three major communications operators in South Korea, which rushed to run 5G, were released, which once again attracted much attention in the market.


Recently, the reporter of "Daily Economic News" visited the pioneering industry in South Korea, and exclusively interviewed Jin Daxi, vice president of 5G strategy of LG Uplus, one of the three major communication operators in South Korea, to reveal the difference in 5G commercial competition between China and South Korea. In fact, LG Uplus and Huawei have cooperated on 5G related content as early as three years ago.


Jin Daxi told the reporter of "Daily Economic News" that South Korea is expected to open 5G at the end of this year, and South Korea's 5G equipment is not 100% shared by major operators reported by relevant media. He said that even in order to reduce investment and accelerate 5G deployment, post-operation related equipment cannot be shared among operators.


China and South Korea rush to the 5G commercial circuit

Not long ago, the results of the 5G auction spectrum of the three major communications operators in Korea were released. LG Uplus won the 3.42GHz-3.5GHz band (80MHz) and the 27.3GHz-28.1GHz band (800MHz); KT won the 3.5GHz-3.6GHz band (100MHz) and the 26.5GHz-27.3GHz band (800MHz); SK Telecom won 3.6GHz-3.7G (100MHz) and 28.1GHz-28.9GHz band (800MHz).


Referring to the results of the auction spectrum, Jin Daxi told the reporter of "Daily Economic News" that the above results are the result of a government intervention and mutual consultation.


In February of this year, at the 23rd Winter Olympics held in South Korea, Korean telecom operator KT teamed up with various links in the industry chain to provide 5G network services and realize the 5G commercial debut. According to a research report by Great Wall Securities, this is expected to further promote the global operators and other companies in the industry chain to accelerate their 5G layout.


During the just-concluded Shanghai World Mobile Conference, China's three major telecom operators announced the latest developments in 5G. China Unicom will conduct demonstration and application of 5G business scale in 2019, and plans to officially commercialize it by 2020. China Mobile strives for a scale test in 2018, pre-commercialization in 2019, and full commercial use in 2020.


In fact, the operators of China and South Korea and even the world can't wait to announce their 5G commercial blueprint because the 5G industry has entered the sprint stage.


On June 14th, the 3GPP 5G NR standard SA (Standalone, independent networking) solution was officially completed and released at the 80th TSG RAN Plenary of 3GPP, which means that 5G has completed the first phase of full-featured standardization work and fully entered the stage of commercial landing. .


In the process of 5G industry development, the cooperation and cooperation between enterprises has already quietly started. In July 2015, LG Uplus and Huawei signed a memorandum of understanding on joint research and development of 5G network technology cooperation, and will cooperate in all aspects of 5G technology, equipment development, and new network solutions.


"Many media are speculating that LG Uplus and Huawei are working together. Is Huawei's products cheap? But this is not the reason for complete accuracy and completeness. The introduction of Huawei is because the price of equipment is competitive, and the biggest advantage is the higher technical advantage." When talking about cooperation with Huawei, Jin Daxi recalled that before the cooperation with Huawei, many investigations were conducted. However, Huawei's technology and cost performance were high, so it decided to cooperate. Since July 2015, the two sides have maintained strategic cooperation.


Korean 5G devices will not be fully shared

At the same time as the 5G standardization step by step, in order to promote the commercialization of 5G, the paths adopted by countries are not the same.


Fu Liang, a telecom industry analyst, told the reporter of "Daily Economic News" that all countries now attach great importance to the development and application of 5G. Many operators regard the promotion and application of 5G technology as an important factor in competing for the right to speak in the future communication market. At present, both China and South Korea have already ranked the first echelon of 5G technology research and development and application, and will also release large dividends for industrial chain enterprises.


Different from some Chinese communication operators, the form of independent networking is preferred. Earlier, some media reported that the three major operators in South Korea decided to share 5G networks and equipment. In response to the above statement, Jin Daxi responded to the "Daily Economic News" reporter: "It is not particularly accurate and will not be fully shared."


Jin Daxi said that in fact, the three major operators are not 100% shared networks and equipment. In order to reduce investment, accelerate 5G deployment, effectively use resources, and reduce duplication of investment, only a part of the equipment attached to the 5G construction will be shared. shared. Jin Daxi further explained that the equipment can not be shared, due to the different broadband frequencies of each communication company, the core equipment still needs to be resolved by the operators themselves.


As Jin Daxi said, the three major operators in South Korea share some of the construction equipment with investment considerations, which is inseparable from the cost of 5G. Jin Daxi believes that from the perspective of equipment costs, the cost of 5G exceeds 4G, but this is not a hindrance to the development of the 5G industry. Jin Daxi mentioned that the price of 5G equipment will decrease with time. In addition, the cost of 5G is more borne by manufacturers and equipment manufacturers, and the cost incurred by users is not high.


At the same time, the competition of major operators' 5G competition also triggered people's conjecture on the time to market for 5G mobile phones. Jin Daxi revealed to reporters that South Korea's Samsung and LG are all preparing for 5G mobile phones. LG Group has already prepared 5G mobile phones, which will be listed in March 2019 at the earliest. The specific shipments are unclear. With the launch of 5G mobile phones, LG Uplus's 5G commercialization will go further.


In China, at present, all manufacturers have set the timetable in the second half of 2019. Xu Zhijun, the chairman of Huawei's rotating company, publicly stated that the terminal will launch a 5G-supported Kirin chip in 2019 and will launch a 5G-enabled smartphone in June 2019.


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