Who will benefit from the 'big cake' of 5G communication base station power supply?

Who will benefit from the big cake of 5G communication base station power supply? 2020 is the year of 5G commercialization in the world, and it is also the year of large-scale popularization. Large-scale 5G base station construction will bring a broad market space for communication power supply. 5G communication base stations will drive the demand for UPS uninterruptible power supply and lithium-ion batteries. The large-scale construction of 5G directly drives the demand for energy storage batteries. Compared with lead-acid batteries, it can be seen that lithium-ion batteries have more advantages in 5G communication base stations. obvious. Who will benefit from the big cake of 5G communication base station power supply? 5G communication base station power supply is currently a blue ocean market. At present, the power supply of a 5G single station is expected to reach about 4000 watts or even higher, so there is a great demand for expansion of the base station power supply. In other words, 90% of the 4G stock power supplies need to be expanded and modified to meet the needs of 5G use. At present, there are two mainstreams of 5G base station power supply systems, one is UPS uninterruptible power supply system, and the other is HVDC high voltage DC power supply system. UPS is mainly composed of battery packs, rectifiers and inverters, static switches, etc. It is widely used in computer room power distribution rooms and office personal computers in various industries; HVDC power supply is composed of AC power distribution units, rectifier units, and DC power distribution units. It is suitable for communication systems and provides power for communication equipment. Important 5G base station power suppliers include Vertiv, China Telecom, Zhongheng Electric, ZTE, Huawei, Power Source, Yada, Weimaisi, Megmeet, Jinweiyuan, Samsung and so on. However, from the perspective of the competitive landscape, since 2010, the telecommunications power supply industry has moved from decentralization to concentration. In addition to the direct benefits of 5G base station power supply manufacturers, manufacturers of lithium-ion batteries and computer room temperature control equipment will also get a share. Batteries are an important part of the power supply of 5G base stations. At present, lead-acid batteries, lithium-ion batteries, smart lithium-ion batteries, and lithium iron phosphate batteries are all candidates for 5G base stations. However, with the promotion of policies and the significant improvement of the advantages of lithium-ion batteries, lead-acid batteries are gradually being eliminated, and batteries used in base stations are gradually being converted to echelon lithium-ion batteries. After calculation, it is estimated that the backup power storage demand brought by 5G base stations will be 7.6, 9.7, 10.8, and 11.9 GWh in 2020-2023, respectively. If the application scenario of 5G+ peak shaving is realized, it is expected that the demand for lithium iron phosphate energy storage batteries will rise sharply. For the dismantling of the 5G industry chain, the investment amount is the largest, and the most important industrial links include: base station antennas, small base stations, base station radio frequencies, fiber optic cables, optical modules, and communication network main equipment. The base station side has shown a relatively continuous and stable rise as a whole, among which small base stations may break out; the future demand for fiber optic cables on the transmission side is stable, and the optical module is a market that is more flexible and prone to dark horses; the consumer electronics terminal on the terminal side has a very large room for development. Great; the establishment of 5G networks will promote the birth of a number of new sub-industries. It is difficult to predict at present, but we must pay close attention to it. All in all, the construction of 5G base stations is important to drive the development of some communication industries and surrounding companies. However, after 5G popularization and networking, it is possible to drive the development of various industries in society. Most of us will start from the popularization of 5G networks. Indirect benefits. Why does 5G base station power supply become a dividend market? 5G has three major scenarios, enhanced mobile bandwidth, massive machine communications, and ultra-high reliability and low-latency communications. The current development is moving in the direction of all scenarios, that is, in the future, various industries will incorporate 5G technology. The national level attaches great importance to the construction of 5G base stations. On February 25, the Ministry of Industry and Information Technology announced the 'Guiding Opinions on Orderly Promoting the Resumption of Work and Production of Companies in the Industrial Communication IndustryLocal communications administrations have organized basic telecommunications companies to continue to increase the construction of broadband networks and 4G/5G base stations. Advantages of 5G base station power supply design 1. Diversified power supply means that 5G power supply has MIMO function, is compatible with various inputs such as AC input (mains, diesel), solar, high-voltage DC, etc., and realizes multiple standard outputs at the same time, adapting to various types Network construction requirements in the environment. 2. Boosting power supply refers to the decline in availability of the traditional 48V power supply architecture in the 5G era, which requires the 5G power supply system to have the capability of boosting power supply. As the energy consumption of 5G main equipment has been greatly increased compared with 2G/3G/4G, and 5G sites require more remote power supply, if the traditional 48V power supply mode continues to be used, the cable loss and voltage drop will increase, and the equipment input The voltage may not be able to meet the normal power supply demand, and the boosting of power supply has gradually become an important development trend of 5G power supply. 3. Refined power distribution means that 5G power supplies can achieve refined power-off and power distribution, which greatly improves the reliability and guarantee capabilities of key services. Compared with 2G/3G/4G, 5G services are more diversified. Different services have different priorities. The hierarchical and hierarchical management of different services can improve network reliability and reduce network operation and maintenance OPEX. The refinement of power distribution is proposed in response to this demand. 4. Operation and maintenance intelligence means that when 5G construction brings about an increase in the number of sites, the difficulty of network management and the requirements for manpower allocation are increasing. In order to minimize the increase in costs caused by additional manpower, And to reduce the difficulty of network management, 5G network sites need to achieve intelligent management of operation and maintenance; as the energy source of the site, the stability and reliability of the power supply are essential. In addition to being visible, it must also be able to cooperate with the intelligent network management system to achieve manageability, Controllable. Summary: As the pace of large-scale commercialization of 5G gradually approaches, as an important area of u200bu200bnew infrastructure, the construction of 5G base stations will undoubtedly usher in an increasing trend, and 5G base stations will surely set off a larger-scale construction boom. Although the sparrow is small and has all five internal organs, 5G base stations are very important and will surely drive a dividend market in the future. 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