Smart street lamp, the entrance of a trillion-level smart city!

The concept of smart city originated from the concept of smart earth put forward by IBM in 28. It is the product of the combination of digital city and Internet of Things, and is regarded as the development direction of cities in the information age. Its essence is to use modern information technology to promote the interconnection, efficiency and intelligence of urban operation system, so as to create a better life for urban people.

according to the data, by the end of 217, more than 5 cities in China have explicitly proposed or are building smart cities, and it is estimated that the market size will reach 18.7 trillion yuan by 221. It can be seen that smart cities are the general trend.

To build a smart city, we need to build a series of networked infrastructures first, and the first breakthrough will be to build an information and automated system based on lamp post, the most widely distributed urban infrastructure.

Today's street lamp is no longer a simple lighting tool, and smart light poles that integrate lighting, security, charging, WIFI and other functions have become the main development trend of smart cities in the future.

for anything, only by understanding its past can we understand its present and look to its future! The same is true of smart lampposts.

the birth of smart light poles

the emergence of smart light poles can be traced back to the vision of smart city put forward by IBM in 21. The earliest smart lamppost was developed by a German company, which only installed charging piles on ordinary street lamps.

the growth of smart light poles

In fact, smart light poles can be divided into three eras:

1. era:

The era of smart light poles 1. is the stage where most street lamps in China are located at present, and its main feature is to focus on the intelligent operation of lighting energy saving and control functions of street lamps themselves. Generally, the remote centralized control and management of street lamps are realized by applying power line carrier communication technology and wireless GPRS/CDMA communication technology.

era 2.:

The era of smart lampposts 2. focuses on the intelligent operation of lamp post, that is, the function of smart city entrance is achieved by integrating various intelligent devices on lampposts, and it is incorporated into the initial application of smart city vision.

3. era:

In the 3. era, the main focus is on the intelligent development of lamp post, and the light pole can realize the linkage and interaction functions based on the cloud platform.

in the era of smart lamppost 2., the lamppost realized the intelligence after functional integration, and in the era of 3., the intelligent function was extended to the field of artificial intelligence on the basis of 2.. The research and development of the smart lamppost 3. platform focuses on the collection and utilization of human information.

At present, the smart light poles that are being piloted or put into operation in China are all in the 2. era. Smart lampposts in the era of 2. generally need to meet the following two requirements:

1. Energy saving: compared with traditional sodium lamps, LED street lamps save more than 6% of energy, but the global LED street lamps have a low penetration rate, so cities need a more energy-saving street lamp;

2. The function of street lamps is no longer just lighting: With the continuous progress of technologies such as 5G, artificial intelligence and Internet of Things, industry demands put forward more requirements for the responsibilities undertaken by street lamps, such as urban environmental monitoring, video monitoring, wireless network, emergency call and charging piles.

the current situation of smart lamp pole industry

at present, the market dividend generated by this big cake of smart lamp pole industry is increasing day by day, waiting to be carved up. At this time, an in-depth understanding of the current situation of industrial development will help enterprises to see the direction of progress.

1. Many provincial policies have been issued one after another to help build smart light poles

As of today, in 218, more than 23 policies on "multi-pole integration" and "smart light poles" have been issued, involving Guangdong, Shanghai, Hunan, Jilin, Chongqing, Jiangsu, Shaanxi, Guangxi and other provinces and cities. For example,

The Ministry of Industry and Information Technology and the State-owned Assets Supervision and Administration Commission of the State Council jointly issued the Implementation Opinions on Promoting the Access to Telecommunication Infrastructure in 218.

The General Office of the People's Government of Guangdong Province issued the Three-year Action Plan for Information Infrastructure Construction in Guangdong Province (218-22).

Policies of various provinces and cities have been issued continuously. We will help promote the construction of smart light poles that integrate lighting control, WIFI antenna base station, video monitoring management, real-time monitoring of urban environment, emergency call and other functions, form an intensive and efficient urban IOT perception network construction mode, and improve the intelligent perception level in public security, urban management, road traffic, ecological environment and other fields.

2. Urbanization is accelerating, urban road construction and reconstruction are constantly going on, and the process of urbanization with flying smart light poles is accelerating, which promotes the sustained growth of smart light pole industry. As a part of municipal construction, urbanization will directly promote the development of smart light pole industry.

in recent years, China's urbanization process has advanced rapidly, and the urbanization rate has gradually increased. From 26 to 217, China's urban population has increased from 583 million to 813 million, and the urbanization rate has increased from 44.34% to 58.52%, with an average annual increase of 1.18 percentage points.

At the same time, the construction, renovation and upgrading of urban roads are increasing, which directly drives the development of smart light pole industry.

Smart light poles belong to urban infrastructure construction, which is a part of public facilities construction invested by the state. The investment in national urban road construction has an important impact on the market trend of smart light pole industry, and the length and area of urban road construction will directly determine the market demand for smart light poles.

in recent years, with the continuous investment of the state in road construction, the length and area of the actual roads at the end of the year have been increasing for many years. According to the data of the National Bureau of Statistics, in 26, the actual road length in China was 241, kilometers at the end of the year, and it has reached 4, kilometers in 217, with an average annual growth rate of 4.4%.

The coming of the 3.5G era will bring a market of 117.6 billion yuan

According to the plans of the current three major operators, it is expected that 5G technology will be officially put into commercial use in 22, when the demand for smart light poles equipped with base stations will break out in the next two years.

in addition, the popularity of new energy vehicles will greatly increase the demand for charging piles, and smart poles can also exist as the most convenient carrier of charging piles.

application scenarios of small base stations

At present, the deployment modes of small base stations are mainly divided into indoor coverage and outdoor coverage. The specific deployment modes of outdoor coverage mainly include:

(1) pole-holding installation: using existing buildings such as roadside cement poles and meter boxes for installation

(2) floor installation: deploying integrated micro-stations, using D frequency band different from the large network, which is suitable for high-rise buildings with signal shielding.

(3) ground installation: the small vertical base station is directly deployed on the ground.

Three deployment modes for outdoor coverage of 5G small base station

The installation mode based on smart light pole is a typical mode for pole-holding installation, and its advantages are as follows:

(1) Power supply advantages: the combination of small base station and street lamp can use charging device, which saves energy and solves the power supply problem of separate deployment of small base station.

(2) management intelligence: through the sensing device on the smart lamppost, the operation status and temperature of small base stations can be monitored conveniently, and the abnormal conditions can be warned in time, and all kinds of monitoring data can also be transmitted to the cloud for easy analysis and utilization.

(3) Dense coverage: Since the coverage of a single small base station is less than 2m at present, it is necessary to carry out intensive deployment to fully cover blind spots, while street lamps are evenly distributed with a distance of less than 1m, which can help small base stations to form dense coverage.

(4) saving space: the combination of small base stations and street lamps saves the space needed for separate deployment, which can greatly reduce the difficulty of property coordination in base station deployment.

(5) Blind spot coverage: Expressway and railway are often places with poor signal coverage, and the installation of smart light poles is conducive to blind spot coverage.

by the end of 217, the three major operators had built a total of 3.89 million 4G Hong Jizhan (including 1.87 million from China Mobile, 85, from China Unicom and 1.17 million from China Telecom).

the number of base stations corresponding to the coverage radius of the reference spectrum can be predicted that the Hong Jizhan of 5G is about twice that of 4G, while the number of small base stations of foreign operators in the 3G era is 1.5-2 times that of macro stations.

to sum up, we predict that the number of small base stations will reach 11.67 million (389 * 2 * 1.5 = 1,167) in the first four years of domestic 5G network construction, with an average of about 2.92 million.

at present, the average price of 4G small base stations is about 25 yuan, and the estimated average annual market space is 2.92 * .25 million yuan/set = 7.3 billion yuan. According to the calculation that the outdoor and indoor deployment ratio of small base stations is 8:2, the annual average market size of outdoor small base stations can reach 5.84 billion yuan (73*8%=58.4).

due to the perfect integration of small base stations and smart poles, the deployment of small base stations based on smart poles is the main form of outdoor deployment. according to 9% calculation, the average annual market size of small base stations based on smart poles can reach 5.3 billion yuan (58.4*9%=52.56).

the small base station itself is not expensive, but the installation cost is high.

at present, the floor installation of residential buildings needs to pay more than 1, yuan per year, and the cost of installing base stations on smart poles will be greatly reduced. Assuming the initial installation cost is 14, yuan, the installation of 5G base stations will drive the smart pole market of 117.6 billion yuan (1167*.8*.9*1.4), with an average of 29.4 billion yuan.

Prediction of the number of China Tower in the next four years

Speaking of base stations, we have to mention the 5G base station equipment displayed by Huawei and ZTE at the Mobile Global Partner Conference.

this is the first time that Huawei has demonstrated the main equipment of the 5G end-to-end commercial system, including 5G CPE, 5G serial wireless base station, 5G transmission system, etc. In addition, Huawei also said that by then, 5G small base stations are likely to be more abundant than 4 G.

unlike Huawei's presentation, ZTE's focus this time is on 5G macro stations, including TD-LTE&; 5G Dual-Mode RRU, 5G 64T64R AAU, etc.

ZTE's 5G macro station

The acceptance specification of small base stations installed with poles is also the focus of many enterprises.

4. It is both inevitable and unexpected

It is an inevitable trend of the development of science and technology in the world today to change from intelligence to intelligence.

Wei jiafu, technical director of energy-saving lighting division of China southern power grid, mentioned at the China Intelligent Lighting and Power Technology Application Forum and Jiangsu Lighting Academic Annual Meeting in 218 that the LED was detonated three times, and the third time "detonated" was the city lamppost, which was caused by the development of 5G technology and the planning and construction of national smart cities.

Based on factors such as policy guidance, big market, big cross-border, big driving force and innate physical location, he believes that the third "detonation" is complete, and there is reason to believe that it will last for a long time.

in other words, the prosperity of the smart light pole industry is both inevitable and unprecedented.

ii. Operation mode

With the development of Internet of Things, cloud computing, big data and other technologies, there are endless possibilities for the application of smart light poles. So, what is the current operating mode of the smart light pole industry? What are the influencing factors?

The specific operation mode is as follows:

First, the government-owned investment in network operation is a more widely used mode at present.

second, the government leads and invests, and entrusts operators to build networks for operation (o&; M), beneficial to users, and most of them can be used free of charge.

third, the government guides and partially invests, and social capital invests in the network operation. The key is the division of labor, coordination and cooperation between the two subjects.

fourth, the government takes the lead and operators build a network (BOT). The profit mode of this model is mainly charging by the time.

5. the network operation (BOO) is wholly owned by the operator. after the completion, the right to use and operate the network has always been in the hands of the operator.

VI. Joint construction and operation, gathering the strength of all links in the industrial chain, and * * * building and promoting together.

VII. Joint corporate operation, which is more flexible and efficient.

In the choice of construction and operation modes:

(1) Public welfare, secret-related and government-related projects need government leadership and investment, and tend to the first four modes;

(2) The joint construction mode is suitable for projects with large investment scale, large professional span, high requirements for * * * enjoyment and many professional categories, and it is not suitable for government investment and third-party independent construction and operation of operators;

(3) More and more smart city projects are gradually changing from a single model led by the government to a diversified model of joint construction and operation with the participation of the society.

(4) The main influencing factors are: project attributes, confidentiality, investment scale, specialty span, * * * enjoyment and specialty difficulty.

III. Enterprises entering the market and relevant qualification requirements

At present, there are many enterprises entering the smart light pole industry, and they are not a single industry. These players come from all walks of life. Including:

1. Basic network operators

2. Hardware enterprises (lights, poles, screens)

3. Software enterprises (communication and platform enterprises)

4. Capital and resource integration enterprises, etc.

In addition, the qualification requirements of the smart light pole industry are varied, and they are also smart light pole procurement projects, which are needed here.

However, this phenomenon is also reasonable, because there are "many kinds" of tenderers for smart light poles, and different tenderers have different qualifications.

to sum up, the five qualifications of steel structure engineering, urban and road lighting engineering, general contracting of municipal public works, general contracting of electronic and intelligent engineering, and general contracting of communication engineering have the highest frequency.

contracting qualification of steel structure engineering specialty:

contracting qualification of steel structure specialty appears frequently in smart light pole projects, especially in the projects released by Tower Company (from the bidding situation of smart light pole in 218).

more than 32,41 enterprises have obtained this qualification. Among them, there are 1466 first-class qualifications, 7583 second-class qualifications and 2396 third-class qualifications.

contracting qualification of urban and road lighting engineering:

urban and road lighting engineering.