1.1 general situation of communication equipment industry

Communication device, referred to as ICD in English, is fully known as industrial communication device. This column will introduce the wired communication equipment and wireless communication equipment suitable for industrial control environment. The cable communication equipment mainly introduces serial communication, professional bus communication, industrial Ethernet communication and conversion equipment among various communication protocols. Wireless communication equipment is mainly wireless AP, wireless bridge, wireless network card, wireless arrester, antenna and other equipment.

Figure communication equipment industry chain

1.2 market demand of communication equipment

The fixed assets investment of communication operators is the fundamental factor driving the growth of market demand of communication equipment.

Figure key factors determining market demand

1.3 contents of communication equipment

Communication equipment is mainly composed of three professional fields: core network equipment, network coverage equipment and end-user equipment.

Figure contents of communication equipment field

1.4 life cycle of communication equipment industry

As the communication industry develops rapidly, the life cycle of each generation of communication service in recent decades is also several years. At present, it is in a mature period of 4G era, while 5g is still in the import period. The corresponding communication equipment is also in the mature period of 4G in general, but in the import period of 5g.

Figure life cycle of communication equipment

The development of communication industry cannot be separated from the support of communication equipment manufacturers, and the emergence of communication equipment manufacturers also needs to grasp the opportunity of the development of the communication industry. Modern communication industry and equipment manufacturers have been supporting each other and promoting each other. The invention of modern communication tools such as Telegraph and telephone has set off a communication revolution. As the inventor of telephone technology, at&t founded Bell laboratory, which gave birth to many epoch-making inventions of information technology, which laid a good foundation for the development of modern communication technology. Meanwhile, Ericsson seized the opportunity of telephone network development and expanded rapidly with a prairie fire. Nokia actively grasps the emerging industries, and transforms from a wood pulp factory to a communications equipment company. Siemens has evolved from the original Telegraph Company to one of the main suppliers of communication equipment after a century. Motorola seized the rapid rise of wartime demand for telecommunications technology in World War II.

The emergence of the world's first program-controlled telephone exchange has pushed telecommunication into the era of electronic automation. The development of Internet in 1960s has triggered the information revolution. Cisco has launched a commercial compatible multi network protocol switch to meet the Internet tide and has opened the era of networking. Since the 21st century, the emergence of cloud computing, e-commerce and electronic payment has led to the birth of emerging equipment providers. Juniper started as a core router and gradually developed into a trend of cloud computing, IDC and Sdn. Arista is in the trend of "cloud computing", focusing on the high-speed IDC demand with the advantages of software and hardware integration and rising rapidly. Huawei, which developed program-controlled switches, also keenly aware of the digital opportunities brought by the Internet and began to layout early.