探讨新基建环境下的电信运营商运用5G发展工业互联网策略

Discussion on the Strategy of Developing Industrial Internet with 5G for Telecom Operators Under the New Infrastructure Environment

随着新冠疫情的发展,导致和加剧世界宏观经济问题显性化。全球化的供应链角色尝试着发生变化,主要表现在非常多的跨国企业开始寻求方法降低对中国工厂的依赖程度,在全球一体化逐步加深的今天,臆想让中国脱钩全球产业链,目前发现是徒劳无功。尽管从"微笑曲线"来看中国代工厂利润空间较小,高库存压力主要原因在于产品生产周期长、面临无法满足消费者需求的滞销风险。故提出了新基建环境下的电信运营商如何运用5G发展垂直行业之工业互联网策略,以及相关研发方向和开展基调。

With the development of the new crown epidemic, the world macroeconomic problems become more and more obvious. The role of global supply chain is trying to change, which is mainly reflected in the fact that many multinational enter prises begin to seek ways to reduce their dependence on Chinese factories. Today, with the deepening of global integration, it is futile to imagine that China is decoupled from the global industrial chain. Although from the perspective of "smile curve", the profit space of China’s OEM is relatively small, the main reason for the high inventory pressure is the long production cycle of products and the risk of unsalable products that cannot meet the needs of consumers. Therefore, the paper puts forward how to use 5g to develop the industrial Internet strategy of ver tical industr y, and the direction and keynote of related research and development.