Edited by Sino-Thai Securities: "A New entrance to the 5G Edge Computing era-- small Base Station"
1. What is edge computing
The traffic and time delay pain points of the cloud center in the Internet of everything era: with the advent of the 5G era, the amount of data soars, and all the data transferred to the cloud center can easily lead to network congestion, while over-reliance on the cloud center, the time delay is obvious.
How to solve this problem? Migrate the cloud computing platform to the edge of the network close to the object or data source, and provide intelligent services (network, computing, storage, applications, etc.) nearby.
Edge computing and cloud computing are hierarchical and complementary: cloud computing is suitable for non-real-time, long-period data and business decision-making scenarios, while edge computing plays an irreplaceable role in real-time, short-period data, local decision-making and other scenarios.
According to the approximate estimate given by the operator, if the service is processed and forwarded through the MEC deployed at the access point, the delay is expected to be controlled within the 1ms; if the service is processed and forwarded on the central processing network element of the access network, the delay is about between the 2~5ms. Even after MEC processing in the edge data center, the latency can be controlled within 10ms. The improvement of network performance brought about by MEC depends not only on the existing infrastructure conditions of the network, but also on the openness and scalability of the platform.
Among the emerging businesses in many vertical industries, the most clear demand for edge computing is mainly in the four areas of intelligent manufacturing, smart city, live games and car networking.
2. The entrance value of small base station will be fully reflected in 5G edge calculation.
To achieve the same full coverage as 4G, the number of macro sites required by 5G is conservatively estimated to be 1.5 to 2 times that of LTE macro sites. Replacing 4G macro station with macro base station completely not only costs a lot of money, but also can not adapt to the differentiation of 5G service demand. at the same time, about 80% of the traffic sent by operators occurs indoors or in relatively concentrated areas.
The concept of small base station came into being: in order to meet the needs of scene segmentation such as supplementary coverage, traffic-intensive areas and indoor customization.
The MEC deployed on the wireless access network, especially on the small base station, covers an area within the coverage of a single site, and is very suitable for service processing and forwarding in an omni-directional sector. For small base stations with macro architecture, such as Huawei's Lampsite scheme, a central unit can have jurisdiction over more than a dozen access points, and the coverage can be greatly expanded by deploying MEC on the CU side.
3. Related targets of small base stations
Zhongtai Securities suggestionFocus on Jingxin Communications with end-to-end open architecture wireless network capability, Cambridge Technology, which has realized batch delivery of small base stations, and Zhongjia Bochuang, which cooperates with operators to start co-construction and co-operation of small base stations. Continue to pay attention to Tianyi, which starts the R & D layout of small base stations, Huasi Technology, which cooperates with the iron tower for the deployment of small base stations, and Resconda and Subeid, which are related to small base stations. In addition, companies involved in the theme of small base stations also include: ultra-messaging communications, Bangxun technology, Zhongguang lightning protection, three-dimensional communications, Rihai intelligence, vertical and horizontal communications, Wuhan Fangu, etc., suitable for continuous tracking.
