老美:中国正赢得万亿美元5G战争!

by 神秘人 at 2020-08-07

China Is Winning the Trillion-Dollar 5G War

中国正赢得万亿美元5G战争

兔梦网-老外看中国,中国看世界 www.tumeng123.com

(Bloomberg Opinion) -- China is building tens of thousands of 5G base stations every week. Whether it wins technological dominance or not, domestic supply chains may be revived and allow the country to maintain – and advance — its position as the factory floor of the world, even as Covid-19 forces a rethink in how globalization is done.

(彭博观点)——中国每周都在建设数以万计的5G基站。无论它能否赢得技术主导地位,国内供应链可能会得到恢复,并使该国保持并提升其作为世界工厂的地位,即使新冠疫情迫使人们重新思考如何实现全球化。

By the end of this year, China will have more than half a million of these towers on its way to a goal of 5 million, a fast climb from around 200,000 already in use, enabling faster communication for hundreds of millions of smartphone users. By comparison, South Korea has a nearly 10% penetration rate for 5G usage, the highest globally. The much-smaller country had 115,000 such stations operating as of April.

到今年年底,中国将有50多万座智能手机基站,而且正朝着500万座的目标前进。目前中国在用的智能手机基站约为20万座,这一数字将大幅攀升,使数亿智能手机用户的通讯速度更快。相比之下,韩国的5G普及率接近10%,是全球最高的。截至今年4月,韩国这个小得多的国家有11.5万个5G基站在运行。

The towers are part of a raft of projects that the State Council announced last week to boost industrial innovation under the “New Infrastructure” campaign aimed at furthering “the deep integration of the Internet of Things” and the real economy. With an aim of spending $1.4 trillion by 2025, the aggressive buildup toward a more automated industrial landscape will give China a renewed advantage where it already dominates: manufacturing.

国务院上周宣布了“新基础设施”行动,旨在推进“物联网”与实体经济的深度融合,推动产业创新,这些基站就是其中的一部分。中国的目标是到2025年支出1.4万亿美元,这一向自动化程度更高的工业发展的积极步伐将给中国在其已经占据主导地位的领域-制造业-带来新的优势。

The coronavirus shut down factories and industrial sectors, triggering a rethink of supply chains – away from China. What analysts are calling “peak” globalization and the rise of factory automation could shift production to higher-cost countries in North America and Southeast Asia. It will take a while, but the global dependence on China will come down, the thinking goes. Still, with trade ravaged by Covid-19, other countries and telecom operators will struggle to match China’s spending.For China, there’s an opportunity to clear the way to forcefully implement its industrial policy agenda, without interference from criticism over subsidies and unfair competition.

新冠疫情导致工厂关门和工业部门停业,引发了对供应链的反思——远离中国。分析人士称,全球化达到“顶峰”,工厂自动化的兴起可能会将生产转移到北美和东南亚成本较高的国家,这需要一段时间,但全球对中国的依赖将会降低。不过,由于贸易受到新冠疫情重创,其他国家和电信运营商将难以匹敌中国的支出。对中国来说,这是一个在不受补贴和不公平竞争批评干扰的情况下,大力落实其产业政策议程扫清道路的机会。

Beijing’s ambitious programs are still in the construction phase. Macro base stations are the nuts and bolts of building out 5G networks, and will exceed their 4G predecessors by almost 1.5 times. Capital expenditure could peak at $30 billion this year, according to Goldman Sachs Group Inc. analysts, up from $5 billion last year. Beijing wants more local go nments and companies to get involved. Each station costs around 500,000 yuan ($71,361) and has a long value chain that includes electrical components, semiconductors, antenna units and circuit boards. The vast number of companies spawned by the project are all contributing to China’s push to get ahead.

北京雄心勃勃的计划仍处于建设阶段。宏基站是建设5G网络的基础,5G基站量将比4G基站量高出近1.5倍。高盛集团分析师说,资本支出今年可能达到300亿美元的峰值,高于去年的50亿美元。中国希望更多的地方政府和企业参与进来。每个基站的成本约为50万元人民币(71361美元),其价值链很长,包括电子元件、半导体、天线单元和电路板。该项目催生的大量公司都在为中国的发展做出贡献。

For the industrial complex, the onset of 5G will enable greater connectivity between machines and much more data transfer and collection. Fifth-generation technology is expected to have a big impact through increasingly efficient and automated factory equipment, and tracking the movement of inventory and progress of production lines and assets. Manufacturing is expected to account for almost 40% of 5G-enabled industry output, according to Bernstein Research analysts.

对于工业联合体来说,5G的出现将使机器之间的连接更加紧密,并使更多的数据传输和收集成为可能。第五代技术预计将产生重大影响,通过提高工厂设备的效率和自动化,以及跟踪库存的流动、生产线和资产的进度。据伯恩斯坦研究公司的分析师估计,制造业预计将占到5G产业产出的近40%。

From sensors and data clouds, to chips and collaborative robots and computer-controlled machinery, a whole universe of little-known Chinese companies is coming to the fore. Memory chip maker Gigadevice Semiconductor (Beijing) Inc. has ridden the trend, as has Yonyou Network Technology Co., China’s version of Salesforce.com Inc. For some of these companies, go nment subsidies are a significant part of earnings, as my colleague Shuli Ren has noted. Stock prices have surged in recent months for firms like Shennan Circuits Co., which makes printed circuit boards, and Maxscend Microelectronics Co., a manufacturer of radio frequency chips. Some are seeing their market capitalization values balloon by billions of dollars as Beijing has upped the ante on new infrastructure.

一大批鲜为人知的中国公司正在崭露头角,生产的产品从传感器和云数据,到芯片、协同机器人和计算机控制的机械设备。存储芯片制造商北京兆易创新科技股份有限公司(和用友网络科技股份有限公司都是参与者。对其中一些公司来说,政府补贴是收入的重要组成部分。近几个月来,印刷电路板生产商深南电路股份有限公司和射频芯片生产商卓胜微等公司的股价飙升。随着北京加大对基础设施建设的投入,一些公司的市值飙升了数十亿美元。

As Covid-19 absorbs the world’s attention, Beijing’s steady focus on implementing this industrial policy may make China the manufacturer of parts that most countries will need – soon. In other words, it will yet again become the factory floor, mastering the production of all things 5G.

随着新冠疫情吸引了全世界的注意力,北京对实施这一产业政策的持续关注,可能会使中国很快成为大多数国家将需要的零部件的制造商。换句话说,中国将再次成为工厂车间,掌握5G所有产品的生产。

评论翻译:

Heath

Automation might shift production of many goods back to developed countries, but NOT the United States. We lack the technical expertise to do so. It's a shame that the USA wastes 65% of the federal budget on the Military Industrial Welfare Complex, we've lost our position as a world leader in technology.

自动化可能会将许多产品的生产转移回发达国家,但不会回到美国,我们缺乏所需的技术专长。美国将65%的联邦预算浪费在军事上,这是一个耻辱,我们已经失去了世界科技领袖的地位。

Juan Tutri

Back in the 70's US industries first realized that they could make more profits by outsourcing manufacturing and got congress to pass laws rewarding the outsourcing with tax breaks. Now, fifty years later the US has lost so much of its industrial capacity and the costs in time and money to regain this capacity are so great that none of the companies who moved out have any interest in moving back. Corporate greed and unfettered capitalism have destroyed American industry and it will not come back.

早在70年代,美国工业首先意识到他们可以通过外包制造获得更多利润,于是国会通过了法律,通过税收减免奖励外包。50年后的今天,美国失去了大量的工业产能,重新获得产能的时间和资金成本如此之高,以至于那些迁出美国的公司都没有兴趣再搬回来。企业的贪婪和不受约束的资本主义摧毁了美国工业,而且一去不回了。

Matthew

America thinks it can hurt China by blocking the rest of the world from adopting Huawei's 5G, but all that will do is ensure that China remains the only country with advanced technology.

美国认为阻止其他国家采用华为的5G技术会对中国造成损失,但这样做只会确保中国仍然是唯一拥有先进技术的国家。

Bio

The difference is that China genuinely had a plan for the country to win. America does not.

不同之处在于,中国确实有一个取胜的计划,而美国没有。

Tom

Huawei's advance in the 5G technologies and China's efforts to be at the 5G forefront started with Trump's policy of putting down a Chinese private firm with the full power of his go nment

华为在5G技术上的进步和中国走在5G前沿的努力,始于特朗普政府动用全部权力打压一家中国私营企业。

troll of cheezna

Win or not ! we, the US will not used it ! our privacy is the most important thing for everyone in the USA.

不管能不能赢,我们美国都不会使用华为的5G设备!

隐私对每个美国人来说是最重要的。

Juan Tutri

If countries do not use Chinese products for 5G they won't have 5G because there are no other countries that have the ability to manufacture the equipment to run it.

如果一些国家不使用中国的5G设备,他们就不会有5G,因为没有其他国家有能力制造5G设备。

Lost_Integrity

Most American political leaders are lawyers by profession.

大多数美国政治领袖的职业是律师。

Le Maire

Let's see how many more stations they can build without TSMC microchips. Long live Taiwan!

让我们看看在没有台积电芯片的情况下,他们还能再建多少基站。

Caleb

Funny fact the first 5G network was launched in Sacramento CA.

有趣的是,首个5G网络在加州萨克拉门托启动。

zho

China has the best 4g, 5g network. Even the remotest corners have 4g coverage, hence the mobile economy boon.

中国拥有最好的4G、5G网络。即使是最偏远的角落也覆盖了4G网络,移动经济因此受益。

DJ

And we are stuck debating masks or no masks :-)

而美国陷入了是否戴口罩的争论中

AD

no one is buying!

没人买他们的5G设备!

hank48188

CHINA has no Bigger Cheerleader than Mike Bloomberg!

麦克·布隆伯格是为中国加油最卖力的啦啦队长!

David

The American are behind on the 5G technology. That is why they are bad mouth about the Chinese now.

美国在5G技术上落后,所以总是在说中国人的坏话。