5G赋能，民用引领，无人机产业迎来新变革.pdf

1/35 2020 11 19 - -2020.11.10 - 5G -2020.11.8 - -2020.11.4 5G zhaoliangbikysec S0790520030005 5G 5G uRLLC eMBB mMTC 4G 5G 5G+ VR 2025 1500 2020-2025 28.6% 11% GPS MarketsandMarkets 2018 15.94 2025 98.66 29.7% 5G+ 5G 5G+ 5G 2020 128 2020-2025 CAGR 39% 5G 80% 5G FortuneBusinessInsight 2020 230.2 2025 846 2020-2025 CAGR 29.74% 5G 5G 5G 5G 300627 002465 300719 5G -21% -10% 0% 10% 21% 31% 41% 2019-11 2020-03 2020-07 2020-11 300 2/35 1 5G . 5 1.1 . 5 1.2 5G 4G . 6 1.2.1 5G 4G . 6 1.2.2 5G . 7 1.3 . 8 2 . 9 2.1 . 9 2.1.1 . 9 2.1.2 . 10 2.2 . 11 2.2.1 . 11 2.2.2 . 12 2.2.3 . 15 3 5 G+ “ 4 . 0 ” . 18 3.1 . 18 3.2 5G . 20 3.2.1 “ 4 . 0 ” . 20 3.2.2 5G . 21 4 5G . 24 4.1 . 24 4.1.1 80% . 24 4.1.2 . 27 4.2 5G . 28 4.3 5G . 30 5 . 31 5.1 300627.SZ . 31 5.2 002465.SZ . 32 5.3 300719.SZ . 32 6 . 33 1 . 6 2 5G 4G . 6 3 5G . 6 4 5G . 7 5 2015-2019 . 8 6 2020-2025 . 8 7 2012 -2017 65% . 9 8 2019 . 9 9 2020 . 9 3/35 10 . 10 11 GPS . 10 12 . 12 13 . 12 14 2013 . 13 15 2019 51% . 14 16 2019 ISR 61% . 14 17 . 14 18 . 15 19 . 15 20 50% . 17 21 2020H1 . 18 22 . 18 23 2019 . 19 24 4.0 . 21 25 . 21 26 . 22 27 . 22 28 . 22 29 . 23 30 B64 . 23 31 . 25 32 . 25 33 . 25 34 2019 . 26 35 2018 91.47% . 26 36 . 26 37 2013-2017 . 28 38 5G . 29 39 5G 4G . 30 40 5G .