5G如何重构互联网传媒行业

1、4G 4G155G4G5G5G 5G 5G 5G(Rahim Tafazolli)5G “”5G 5G5G4G5G 5G 5G4G1 uRLLC15GeMBBwind2m MTCITU3“”5G5G 4500Mbps4G20174G65G 20195G5G20175G2018201920202019665G5G5G 5G 25G35G5G5G 2020-20355G 3.530%5G 125G105G1.3 5GGDP 20302023 55G102020-20305G5G15G 20204500 94%25G2025 1.40.7 64%35G5G20302.642%5GDP20232030

2、5GGDP5G5G3-5101.7GDP 58%2020 740GDP 20205GGDP80% 55G45GWindWind5GR164G5G 2013-20225G 2020-2025 5G 5G2019-20202025-2030 620185GAMC2. 2G 3G4G1G4G5G5G 5G5G 71G-5G81G-5G2.1.1G-5G 1G5G11G20801973 “”“”19861G19871G 1G 1G 22G209019902G 2G200020103G2G2G 1994GSM2G 2G 2G 1G2G33G21003G 3G2G 3G 20033G2009133G200

3、42007iphone2008 3G3G44G21104G3G4G 2010700MHz LTE4GLTEAT&TLTE3GVerizon1020084Giphone2013124G20104GFacebookNetflix4G20144G+4G 4G 4G5G5G5G5G+5G5G5G50%4G5G4K“”VerizonAOLFacebook5GAT&T9102G4GTOP34G5GTOP3 55G21202019665G5G2G-4GAPPApp/wap2G20902G2G2G 2GC/112G4Gquestmobile20902G 20000941.HK68.22% 191.28%200

4、5-20073G 30% 200623.46%201031.2%2018 201173.4%2011 3G3G2G2006-20082009 2018WAP6VIP12wind 2G2G2Ggoogle2000PC2GPCB200412033002G 2500132Gwind3G 3G3G200020082G08133G2G 13G 08iphone 3G3G ios3G 3G3G 3G3G3GARPU2110103G 3G3G1VoIPWIFI2143G33G 12000-20013G /20003-453856502000752717020007-865056152000105122240

5、20001168100200011-12 40.8202001331045200194590152000-2001 6111713233G3Giphone3G3G4G 3Gapp4G 21 3G 3G 4G3G 133G2010-20123G2.552.792.642011 9.28%20125.29%3G20123G15 2008-20174G 2G2009 1620134G3G 2G3Gwindwind7969.97%3G-4G3G7962G552%14.11%4003GLG2920 35633G2G 173G3G3G4G2008iphone 3G3G APP Store2GiPhone0

6、730%google play2GApp World Ovi windows Phone app store19APP Store18 20008-2012APP Store wind APP Storeapp storeiphoneiphone 3G2009-2012iphone 78%93%81%73%3G 4G3G4G20 2008-20173G4G21 2007-2018 wind wind 3GiPhone2-3 AT&T 2010iphone59.4%303G201201001.48655543G8717199%3G 52924891 37% 565%4G22 2009-2014

7、3G 233Gwindwind4G 4G123G4G20134G-5G2G3G2014 100 79%4G21%2014 242014%IDC2015Q3-2016Q2 4G17Q2174G4G2016100%4.2920164G17252015-201726 2013-2019wind wind 46%51.2%2018282017-2018272016Q3-2017Q4/4G 4G 4G4G 2018AndroidiOS App Store33430%510201810 201675%140%1010 201840% APP74% app storegoogle play 105Netfl

8、ixapp store 87.6%AR4GARPU 100 45.8%ARPU10037.5%PU100ARPPUapp store CNetflix30%iTunes Google+5GGooglePlay30% +3029 2016-2018app Distimo 31201860%2018top3top3Ne3004000top3 38% 200003G148% iPhone tflix50% Netflix 4G4G323Gwind2.5.2020 2.5.1.2G 3G4G2.5TMT3G-4G2.2-2.4 5G 70%30008TMT3G 0913G0866%87%3G2G3G3

9、G3G18.8%2010-201243% iphone09-10 083G09159.2%201066%2012 332008-2012wind 3G1213124G13103%47% 4G3G4G14-15102%14187% 156TMT1515 16 1616 1852%100%14-15 195G196%20.46% 154G 5G342012-2019wind 5G2.5.2.to Cto B PCgoogle1209+121%15+128% 4G5G1814148% 2.5.1-2.5.216TMT151519VR/AR5G352008-2019TMTTMT20TMT19Q15G2

10、0205Gwind TMT 336 2008-2019 37 2015Q1-2019Q1 wind wind 4G4G5G3G2G-4G 4G 2G-4G19-204G5G3G4G4G 4G5G2013124G4GO2OA2014“+”20154G 2019311.38 4%201332.1%201820.3%GDP 5G5G123G4G“”BAT 3top BATto BAI5G38 2018-2019MAU 392013-2018 Questmobile Questmobile41BAT402018BAT 181822%BAT21%32%19183G/4G2018 201911913%18

11、27%1921%To B 18184G10%42%.228% 3BB0.89%35% 422014-2019wind 432018-2019wind442018-2019wind22018/123132811.5/-14.80%103240.632918/1.10%80127107.651112/29.20%153031.562933/-1.50%1221.418.97917/-2.40%460484.7389.372619/39.50%20240248.69147/28.705.70%300483307.592812/-4.20%157.85.311269.8/10

12、%3525.733.111276.8/1.60%1514.514.812614/-12.50%401521.9121213/8.90%230212.7215.88wind +5GVR/AR4G5G/5G+5G 5G+ 2“”“+”1“”332018+750+450+180+170/+105+32+25+24+20+19+“”201875045080%CB Insights1018wind 2817950%10288143D40%3023367%30DevOps 5G5G452018462018CB Insights CB Insights472019Top302019+IP3.3.1.20-2

13、1GVR/AR153.3.15415A13154G124G15201578% 47.56%58.47%1145220-50%2350%-100%55100%-500%31000%1574960152015+152% +105%+69%+66%+43%+14% 50%420&ARPPUVR/AR2IP 1000%35G2020-2021 5A482015A49 2009-2019windwind20-2115/IP3.3.2.5G 5G2G-4G5-1018-1970%2314-15242016-20184201815154/15VR1-25G5G5G204G 19 42015A15191514

14、57.002015-09-01(002027.SZ)100%1,751.31797.01-54.49%230.002015-09-02(000892.SZ)100%85.5538.36-55.16%329.122015-05-07(002131.SZ)100%;100%,294.34133.60-54.61%427.502015-07-23(000038.SZ)100%;100%54.7540.04-26.86%522.462015-06-25(002739.SZ)HG Holdco100%1,344.00386.17-71.27%622.192015-11-0396.3158%284.461

15、00.00-64.85%wind201963(300058.SZ)722.002015-06-27(002739.SZ)100%;100%;100%121,344.00386.17-71.27%819.602015-11-24(300269.SZ)88.88%;100%;100%;100%,151.3625.71-83.01%919.002015-11-20(300027.SZ)20%575.98146.46-74.57%1017.722015-06-09(300058.SZ)Domob Limited 100%;95%,284.46100.00-64.85%1117.322015-10-10

16、(300343.SZ)100%;100%122.6145.64-62.78%1216.202015-12-18(300148.SZ)100%74.3332.11-56.81%1314.172015-01-12(600892.SH)100%;100%55.0732.95-40.16%1413.402015-06-02(300242.SZ)100%;88.64%,158.5125.06-84.19%1513.222015-03-02(300343.SZ)100%122.6145.64-62.78%1613.002015-04-27(300063.SZ)100%125.9023.46-81.36%1

17、712.092015-04-14(600576.SH)100%172.6527.07-84.32%1812.002015-05-30(002502.SZ)100%109.6329.84-72.78%1911.002015-10-26(002343.SZ)100%190.9140.04-79.03%2010.502015-11-20(300027.SZ)70%575.98146.46-74.57%5G 5G VR/AR 505G5G“”“”“”15G+5G+VR235G1234.1.5G+AR/VRAR/ VR5G5G515G5G+=5G“”5G5G4.2.AI5G5G5G5G“”5GiPhon

18、e12VR/AR 5G5G525G5G4.3.VR/AR5GGB/VR/AR 5G 5G 4G80004G4-65G 5G5G4G2-35G5G5G5G5G5GAR/VR 5G VR/AR 535GA545GVR/AR4kOTT 14k420204K5 IPTV4K 120224K 3 25G5G700+5G 4IPTV/OTT 20182.2349.89%8.7% IPTV1.5534.68%8.7% OTT TV1.64 36.69%48%IPTVOTT OTT 300413.SZ300770.SZ000156.SZ1pc5G 2AmazonGoogle 220181300+211700 0700.HK3888.HK 300113.SZVR/AR5G 5G 2017160164%2020 900125.3% 2018 30%70% 5G5GVR/AR VR/AR4G 5G VRGbps MTP20ms 3)VRVR Dream VRVRVR VR VR/ARVR 300081.SZ300133.SZ5620EPS PE