On June 29, 2023, Yang Chaobin, Director of Huawei and President of ICT Products and Solutions, held a meeting in 2023

MWC Shanghai Exhibition 5GOn the Advanced Forum, it was announced that in 2024, Huawei will launch a full set of 5.5G network devices for commercial use. This also signifies that the ICT industry is about to enter the 5.5G era. At present, there are over 260 5G commercial networks worldwide, with over 1.2 billion 5G users and 115 million F5G gigabit users. At the same time, new business forms and content are constantly evolving and upgrading, including breakthroughs in technologies such as naked eye 3D, which have taken personal immersive experiences to new heights. These new businesses also put higher demands on the capabilities of 5G networks. As a necessary path for the upgrading and evolution of 5G networks, the arrival of the 5.5G network era has formed a consensus in the industry.

01 | After four years of commercial use of 5G, 5.5G has arrived. This year is the fourth year of commercial use of 5G, and the next steps in the transformation and evolution of 5G are how to empower thousands of industries, and how to further monetize the business model. However, the current collection of new generation information technologies such as artificial intelligence, Big data, cloud computing, and Metaverse, operators emphasize to embrace multiple information technologies for integration and innovation, and create a digital infrastructure base with multiple Technological convergence. The 5.5G era advocated by Huawei is an end-to-end solution that includes comprehensive evolution and upgrading of 5.5G, F5.5G, Net5.5G, etc. On the one hand, the 5.5G era can protect operators' 5G investment; On the other hand, it will bring a 10 times improvement in network performance. This not only achieves the peak capacity of down gigabit and up gigabit to meet diverse business needs, but also introduces new technologies such as passive IoT to open up new space for billions of IoT and create an innovative industrial vision. Yang Chaobin said, "The technology and commercial verification for the 5.5G era are ready, the standard rhythm is clear, and the 5.5G era is poised to take off. In 2024, Huawei will launch a full set of 5.5G network equipment for commercial use, preparing for the commercial deployment of 5.5G! Huawei looks forward to working with the industry to jointly embark on a new journey in the 5.5G era

02 | What is the difference between 5.5G and 5G? What we mean by 5G refers to the fifth generation mobile communication technology, which is a new generation of broadband mobile communication technology with high-speed, low latency, and large connectivity characteristics. 5G communication facilities are the network infrastructure for achieving human-machine object interconnection. The theoretical transmission speed of 5G peak can reach 20Gbps, about 2.5GB per second, which is more than 10 times faster than the transmission speed of 4G networks. For example, a 1GB movie can be downloaded within 4 seconds. At the 2022 Global Mobile Broadband Forum "5.5G and 2030 Smart World" media roundtable, Alex, Chief Technology Officer of GSMA (Global Association of Mobile Communication Systems)

Sinclair stated that 5.5G will continue to enhance its capabilities compared to 5G, such as a 10x increase in network speed, new IoT, and sensing capabilities.

03 | Several listed companies have entered the key technology industry chain. At present, many A-share listed companies have laid out in the important technology and parts fields such as 5.5G millimeter wave, antenna and Optical module. It is understood that the main application areas of products under Chengchang Technology cover 5G millimeter wave communication, supporting the localization of 5G millimeter wave phased array T/R chips. Meige Intelligence has already shipped a large number of 4G, 5G millimeter wave and Sub-6GHz products. In addition, the layout scale of Hengtong Optoelectronics and Huanxu Electronics is relatively large, with the latest market value exceeding 30 billion yuan. In addition, the companies involved in the antenna oscillator of the 5.5G upstream industry chain are mainly Xinwei Communications, etc., the communication PCB field is mainly Huazheng New Material, etc., and the connectors are mainly Luxshare, etc. 04 Jingtai Investment Suggestion | Pay attention to the listed companies of Optical module, 5G RF and devices. With the deepening of Huawei's 5G business, its suppliers are expected to benefit one after another. Huawei defines 5.5G to support diversified connectivity with a scale of 100 billion yuan in the future, and the communication industry is still on a fast track. Can focus on Optical module, 5G RF and device listed companies. From the current point of view, 5G is in the transition stage between the construction and growth stages. In the future, 5G is expected to enter a mature period in 2025, and the first version R18 of the 5G Advanced phase is expected to be officially completed in the second half of 2024, which also means that 5.5G will be commercially available in 2025. Compared with the large-scale emergence of live broadcast apps and the subsequent emergence of live broadcast e-commerce in the 4G period in 2014, it is expected that in 2025, related downstream applications, including the "Metaverse", the Internet of Things, and artificial intelligence, will gradually emerge.