与无线通信中的“5G”相对应，F5G是第五代固定网络，是由国际标准组织为面向产业互联网应用场景提出的新一代通信标准。In 2020, a hot word quietly emerged in the communications industry-F5G.
Not only is there more and more communications industry conferences with the theme of “F5G”, all regions are also emphasizing “dual 5G” and “5G+F5G coordinated development” in the intensive 5G construction. What exactly is F5G? Why did it suddenly catch fire? What is the relationship with 5G?
What is F5G?
Source: Huawei corresponds to the “5G” in wireless communications. F5G is the fifth-generation fixed network and is a new-generation communication standard proposed by the International Standards Organization for industrial Internet application scenarios.
In the past 40 years, we have experienced four eras of fixed network development, namely F1G in the narrowband era represented by POTS, F2G in the broadband era represented by ADSL, F3G in the ultra-broadband era represented by VDSL, and F4G in the ultra-fast era represented by GPON, in 2020, the world will officially enter the Gigabit era F5G represented by 10GPON (passive optical network technology) and WiFi 6.
F5G has three key features: First, FFC (full-fiber connection). Optical fiber can reach the home, the base station, every desk and every data center, and realize the coverage of 100,000 connections per square kilometer. The business scenario can be expanded by more than 10 times, and the number of connections can be increased by more than 100 times.
Second, EFBB (enhanced fixed broadband, enhanced fixed broadband), to achieve a network bandwidth capacity increase by more than ten times. Nowadays, families have moved towards 10 GPON, with an average bandwidth of more than 1G.
Third, GRE (guaranteed reliable experience, ultimate experience), to achieve 0 packet loss, microsecond delay, and 99.999% availability.
F5G and 5G are both the two pillars of the fifth-generation communication network. On the one hand, F5G is an important bearer technology for 5G backhaul networks; on the other hand, F5G is often oriented to indoor or fixed scenes such as homes, enterprises, factories, and hospitals, while 5G is generally suitable for outdoor or mobile scenes, both of which are applied in the field They overlap and complement each other in application scenarios, and have opportunities for integration and development with thousands of industries. According to analysis, the four major applications of smart home, smart park, all-optical data center, and all-optical city will be the first to reflect the value of F5G.
The development pattern of F5G at home and abroad. Developed countries have long recognized the strategic value of F5G, and have issued strategic documents or plans to increase their efforts, such as the “Giga-Germany” plan, Japan’s “i-Japan” strategy, and Singapore’s “Smart Nation” “Plans and so on.
The coordinated development of F5G and 5G has also become the consensus of the Chinese government and industry. In 2019, the Ministry of Industry and Information Technology and the State-owned Assets Supervision and Administration Commission clearly proposed to carry out “dual G dual-lifting” to promote both fixed broadband and mobile broadband into the gigabit (Gbit) era; 5 this year On 7th, the Shanghai Municipal Government announced the “Shanghai Municipality’s Action Plan for Promoting New Infrastructure Construction (2020-2022)”, emphasizing the high-level construction of 5G and fixed-line “dual gigabit” broadband networks.
The three major operators in my country are also vigorously developing gigabit fiber broadband. Strategically, China Telecom introduced the “5G+Optical Network+Cloud” information and communication technology advantage resolution bill, China Mobile issued the “Double Thousand Plan”, and China Unicom announced the “1+4+X” smart home business strategy; in action, operators It has also focused on the deployment of 10GPON and WiFi6 upgrades.
At the beginning of 2020, China Unicom has completed the largest collection of PON equipment in recent years, all of which are 10G PON. Recently, China Telecom announced that it will purchase Tianyi Gateway 4.0 (1G-PON) without WiFi, dual-band WiFi 4&5, dual-band WiFi6, etc. The total number of products is 27.468 million units. Among them, products requiring support for dual-band WiFi6 function reached 14.326 million units, accounting for more than 52%. This is also the first large-scale centralized procurement of WiFi6 products in China.
Industry opportunities behind F5G According to the Chinese Academy of Social Sciences, between 2019 and 2025, F5G will directly create 102.688 billion yuan in economic added value each year, and create indirect economic value of 222.303 billion yuan. Fixed networks are ushering in a new era of rapid development.
As a complex system involving multiple technologies, the large-scale construction and deployment of F5G will also drive the upstream and downstream development of the entire industry chain. The application of VR/AR, the popularization of 4K/8K high-definition TVs, and the development of telemedicine services can all be developed in F5G. Get opportunities in the process. According to CITIC Securities, F5G will generate a value market of the same scale as 5G.
For example, in home networks, the deployment of gigabit networks has transformed the network from fiber-to-the-home FTTH to fiber-to-the-house FTTR. Fiber needs to be laid in every room, which will greatly drive the demand for home gateways and routing terminals. Assuming that 100 million households are renovated a year, and each household renovates an average of 1 home gateway and 3 WiFi routing terminals, it will bring about 120 billion market space each year. In campuses, hospitals, hotels, office buildings, corporate parks and other scenarios, at least 20 million all-optical networks need to be upgraded to drive a market space of 600 billion yuan.
On the F5G infrastructure side, authoritative organizations predict that there will be an annual growth of about 200 billion yuan. With the development of the application side, the new generation of optical module technology, silicon optical technology, and all-optical network will usher in opportunities.
F5G’s optical fiber network includes two major categories of optical access and optical transmission, as well as related fields such as devices, optical modules, chips, and operating systems. my country has a complete optical fiber network industry chain, including the design and manufacturing capabilities of low-end products and some high-end products, but there is still huge domestic substitute space for the underlying chips, including switch chips, router chips, 100G optical chips, and 10GPON chips. WiFi6 chip etc.
Optical modem chip manufacturers, WiFi 6 router chip manufacturers, Xinhe Semiconductor, Wi-Fi 6 chip manufacturers Speed Semiconductor, AG Micro, optical module chip manufacturers Fei Ang Innovation, Shaanxi Yuanjie, etc. will usher in good news.
第一，FFC（full-fiber connection，全光联接）。光纤可以到家庭、到基站、到每一张办公桌和每一个数据中心，实现每平方公里10万级联接数覆盖，业务场景可扩展 10 倍以上，连接数提升100倍以上。
第二，EFBB（enhanced fixed broadband，增强型固定宽带）,实现网络带宽能力提升十倍以上。如今家庭已经走向了10 GPON，平均带宽超过1G。
第三，GRE（guaranteed reliable experience，极致体验），实现0丢包、微秒级时延、99.999%可用率。
比如在家庭网络中，千兆网络的部署使得网络将从光纤到户FTTH 转变为光纤到屋 FTTR，光纤需要铺设至每一个房间，这将极大带动家庭网关和路由终端的需求。假设一年改造1亿家庭，每家平均改造1个家庭网关和3个WiFi路由终端，每年将带来约1200亿的市场空间。而在校园、医院、酒店、写字楼、企业园区等场景中，至少需要升级2000万套全光网络，从而带动6000亿人民币的市场空间。
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