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从高调到沉默:美国运营商对毫米波5G在担心什么?

2020年1月13日 10:19  CCTIME飞象网  

飞象网讯 (一飞/文)进入2020年,AT&T和Verizon都没有就2020年的毫米波(mmWave)扩建计划提供任何具体细节,这种情况与去年年初形成了鲜明的对比。

QUNIANCISHI,AT&THEVerizonZHENGZAIJINXINGTAMENZUICHUDEmmWave 5GNULI,BINGCHENGNUOWEILAIHUIYOUGENGDUODENULI。LIRU,VerizonZAIQUNIANDECESZHANHUISHANGYINQILEHONGDONG,QISHOUXIZHIXINGGUANWEIHANSI(Hans Vestberg)ZAIHUISHANGGAISHULEGAIGONGSI5GDE“BADACUOSHI”——ZHEIYISHIJIANJIBENSHANGWEIWEILAIJINIANVerizonDEmmWave 5GDIANDINGLEJICHU。

BUGUO,JINNIANLIANGJIAYUNYINGSHANGDOUBIKAILEZAICESSHANGDEZHUYAOLIANGXIANG,ERSHIZAI2019NIANNIANDIZAIDAYUE30GECHENGSHIDEBUFENDIQUTUICHULEmmWave 5G。DUIYU2020NIAN,LIANGJIAYUNYINGSHANGDOUZHITIGONG“GENGDUO”mmWave 5GDEMOHUCHENGNUO。

JUTILAISHUO,ZAIYIPIANYIXINNIANWEIZHUTIDETIEZIZHONG,MEIGUODIANHUADIANBAOGONGSI(AT&T)DESIKETE·MEIER(Scott Mair)XIEDAO,“NIJIANGZAI2020NIANJIYIHOUXIANGSHOUAT&T 5GWANGLUODAILAIDEYUYUEZHILV”,DANTAMEIYOUTIGONGRENHEGUANYUGAIGONGSIJIANGRUHELIYONGQI“5G+”WANGLUODEXIJIE。SUIHOU,AT&TSHOUXICAIWUGUANYUEHAN•SIDIFENSI(John Stephens)ZAIBENZHOUDEYICITOUZIZHEHUODONGSHANGBIAOSHI,GAIGONGSIDE5GWANGLUOJIANG“JIXUGAISHANHEZENGZHANG”。

TONGYANG,VerizonZAIBENZHOUFABUDEYIFENXINWENGAOZHONGXUANCHUANLEQI2020NIANWANGLUODE“YUANJING”,DANZHISHIBIAOSHI,KEHUYINGGAI“QIDAIWOMENZAI2020NIANSHIXIANGENGDUOWEIDADECHUANGXINHEJISHUJINBU,BAOKUOGENGJIJIDIKUOJIANWOMENDE5GWANGLUO”。ZAITONGYICHANGTOUZIZHEHUODONGSHANG,VerizonDELUONAN·DENGEN(Ronan Dunne)BIAOSHI,“WOMENJIANGJIXUNULI”FAZHAN5G,DANMEIYOUTIGONGRENHEXIJIE。

ZUIZHONGYAODESHI,LIANGJIAYUNYINGSHANGDOUMEIYOUTIGONGRENHEJUTIDEXINXI,SHUOMINGTAMENJIHUAZAI2020NIANYUmmWave 5GHEZUODECHENGSHI、JIZHANSHULIANGHUOKEHUSHULIANG。ZHENGRUFENXISHIJIABULIAIER•BULANG(Gabriel Brown)SUOXIEDENEIYANG,XIANZAISHIZHEIXIEYUNYINGSHANGTANPAIDESHIHOULE。

让步

2YUEDIZAIBASAILUONEIJUXINGDESHIJIEYIDONGDAHUI(MWC)ZAIQUANQIUWUXIANXINGYESHANGZHANJULEZHONGYAODEWEIZHI,AT&THEVerizonHENKENENGHUIZAIDAHUIHUOQITAHUODONGSHANGFABUYUmmwaveXIANGGUANDEGONGGAO。

CIWAI,ZAIDIPINDUAN5G,LIANGJIAGONGSIDOUMEIYOUTINGZHIBUQIAN。VerizonDEDENGENBIAOSHI,GAIYUNYINGSHANGJINNIANHENKENENGLIYONGDONGTAIPINPUGONGXIANG,JIANG5GYINRUQImmWaveYEWUZHIWAIDEQITAPINDUAN。YUCITONGSHI,AT&THAOBUYANSHIQIJIHUAZAIJINNIANNIANZHONGZHIQIANJIANGQIDIPINDUAN5GFUWU“KUOZHANDAOQUANGUO”。

RANER,LIANGJIAGONGSIDEGAOGUANYEDOUDANHUALEDIPINDUAN5GDEZHONGYAOXING。KAOLVDAOT-MobileKENENGSHIGAIGUODIPINDUAN5GDEZUIDAZHICHIZHE,ZHEIBINGBUQIGUAI。T-MobileZIJIYEZHENGSHI,QIDIPINDUAN5GWANGLUODEWANGSUZHIBI4GWANGLUOKUAI20%。

DANWENTIZAIYU,MEIGUOMEIYOUTAIDUO5GDEZHONGPINPINPU。OUZHOU、HANGUO、ZHONGGUOHEQITADIFANGDEYUNYINGSHANGYAOMEZHENGZAISHIYONG,YAOMEJIHUASHIYONG5GDEZHONGPINPINPU;ZHEIZHONGLEIXINGDEPINPUZAISUDUHEXINGNENGZHIJIANTIGONGLEHENHAODEPINGHENG,BUXIANGDIPINDUANPINPU(DUIFUGAIHENHAO,DANSULVBUGAO)HEGAOPINDUANmmWavePINPU(FEICHANGKUAI,DANDUIFUGAIBUHAO)。

ZHEIYIQIESHIDEMEIGUODEYUNYINGSHANG,RUVerizonHEAT&T,JIBENSHANGZHINENGSHIYONGmmWaveZUOWEITAMENBUSHU5GDEWEIYIFANGSHI。

TAMENDUI2020NIAN5G mmWaveJIHUAHANHUBUQINGDEPINGLUNZENGJIALEZHEIYANGYIZHONGKENENGXING,JITAMENKENENGBUYUANYICHENGDANDAGUIMOmmWaveWANGLUOJIANSHESUOSHEJIDEJUECHENGBEN。BIJING,YIGEGUANGFANDEmmWave 5GWANGLUOJIANGXUYAOSHUSHIWANGEXINDEFENGWOJIZHAN,MEIGEJIZHANDOUJIERUCHAOGAOSUHUICHENGLIANJIE,BINGPEIYOUJIAZHISHUQIANMEIYUANDEXINCHUANSHUSHEBEI。HENMINGXIAN,VerizonHEAT&TDOUMEIYOUTIGAO2020NIANDEZIBENZHICHUYUSUAN。SHISHISHANG,AT&TZAI2019NIANJIANGQI2020NIANDEZIBENZHICHUJIANGDILE30YIMEIYUAN。

5G分岔

HUAERJIEYANJIUGONGSISusquehannaDEYIFENXINBAOGAOYUCE,PINGGUODEmmWave iphoneKENENGYAODAO2021NIANCHUCAIHUISHANGSHI。GAIGONGSIBAOGAOCHENG,TAXIANGXINGONGYINGSHANGZAI2020NIANDEDIYIPIiphoneJIANGZHIZHICHI6GHzYIXIAPINDUANDE5G。

JUStreetInsider.comWANGZHANBAODAO,SusquehannaFENXISHIMehdi HosseiniXIEDAO:“GENJUWOMENDEDIAOCHA,TUICHIFABUDEYUANYINSHI,PINGGUOJUEDINGJIANGTIANXIANFENGZHUANGMOKUAI(Antenna-in-Package, AP)WAIBAO,ERBUSHICONGDISANFANGCAIGOU。”

ZHEIZHONGQINGKUANGTUXIANLEQUANQIU5GXINGYEDEGELIE:6GHzYIXIADE5GHEmmWave 5G,DAOMUQIANWEIZHI,HAIMEIYOUMEIGUOKEYITONGSHISHIXIANZHEILIANGZHONGGONGNENG。

JINGUANZHEISHIZANSHIZHUANGKUANG,GAOTONGZUIXINDE5GZU,X55,CHENGNUOJIANGZHEILIANGZHONGLEIXINGDE5GJIEHEDAOYIKUAIGUISHANG。DANmmWave 5GRENGYOUKENENGCHENGWEI5GJIATINGDEJIZI。

SHISHISHANG,GENJUQUANQIUYIDONGGONGYINGSHANGXIEHUI(GSA)DEZUIXINSHUJU,QUANQIUYIYOU77JIAYUNYINGSHANGZHENGSHIZAIQIWANGLUOZHONGBUSHULEJIANRONG3GPPDE5GJISHU。DANGAIGONGSIBIAOSHI,YIZHIZHIYOU14JIAYUNYINGSHANGSHIYONGmmWavePINPUBUSHU5GWANGLUO。

ZHEIXIANRANJIXIANGYAOZAIQUANQIUXIAOSHOUSHEBEIBINGXUEJIANCHENGBENDE5GSHEBEIZHIZAOSHANGDAILAILEYIGENANTI。GSABAOGAOCHENG,60%DE5GSHEBEIZHICHI6GHzYIXIAPINDUAN,DANZHIYOU33%ZHICHImmWavePINDUAN。

ZHEIYIQIEZAICITUXIANLEAT&THEVerizonDECHENMO。RUGUOZHEILIANGJIADAYUNYINGSHANGDUImmWave 5GBUSHIHENGANXINGQU:RUGUOTAMENBUDASUANZAI2020NIANJINXINGDAGUIMODE、KELIANGHUADEmmWave 5GKUOZHAN,NEIMEGONGYINGSHANGHUOQITARENYOUSHENMELIYOUZAIZHEIXIEPINDUANZHICHI5GNI?

Skyworks SolutionsDESHOUXIZHIXINGGUANLiam GriffinBIAOSHI:“WOMENCONGKEHUNEILITINGDAODEBUJINSHIWOMENXIANGYAOZUODE,ERQIEKEHUXIANGYAOZUODESHIQINGYIJITAMENDUIHAOMIBODEREQINGHEYEXINHAIMEIYOUNEIMEQIANGLIE。SkyworksSHIJIALIFUNIYAZHOUDEYIJIAGONGSI,SHENGCHANSHOUJIHEWUXIANWANGLUOSHEBEIDESHEPINZUJIAN。

GriffinJIESHISHUO,SkyworksZHENGZAITOUZImmWave,BINGZAIZHEIYILINGYU“YOUYIXIEXIAODEYAZHU”,DANGONGSIZHUYAOHAISHIZHUANZHUYU6GHzYIXIADE5G。

HAOWUYIWEN,5GJIANGJINRU600MHzZHI28GHzSHENZHIGENGGAODEGUANGFANPINPUFANWEI。DANSHI,RUGUOVerizonHEAT&TZHEIYANGDEYUNYINGSHANGZHENDEKANHAOmmWave 5GDEJIHUI,TAMENJIANGXUYAOZHIDINGYIXIEQIESHI,KELIANGHUADE2020NIANXINNIANBUSHUJUEYI。FOUZE,XIANGSkyworksZHEIYANGDEGONGSIKENENGHUIZAImmWave 5GYIZHIDENGXIAQU。

编 辑:霏雯
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