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5G产业链由上游基站升级(含基站射频、基带芯片等)、中游网络建设、下游产品应用及终端产品应用场景构成,包括器件原材料、基站天线、小微基站、通信网络设备、光纤光缆、光模块、系统集成与服务商、运营商等各细分产业链。
一、5G产业细分图表
二、5G产业链相关公司
中兴通讯、中国联通、中际装备、烽火通信、鹏博士、麦捷科技、信维通信、三安光电、飞荣达。
运营商:中国联通、鹏博士;网络规划设计公司:国脉科技、宜通世纪、富春股份、杰赛科技;基站天线/铁塔公司:通宇通讯、盛路通信、齐星铁塔、梅泰诺;基站射频滤波器公司:武汉凡谷、大富科技、东山精密、春兴精工、通宇通讯、摩比发展、欣天科技、金信诺;主设备商:中兴通讯、烽火通信、大唐电信;网络优化/维护公司:世纪鼎利、宜通世纪、华星创业、三维通信、三元达、邦讯技术、国脉科技、海格通信、宜通世纪、中富通、超讯通信;小基站公司:邦讯技术、中兴通讯、日海通讯、超讯通信;SDN/NFV公司:中兴通讯、新华三、烽火通信、星网锐捷;光模块/光器件:光迅科技、中际装备、新易盛、博创科技、天孚通信;光通信设备:中兴通讯、烽火通信;终端信号处理系统公司:麦捷科技、信维通信、硕贝德、顺络电子、国民技术、爱施德;终端射频材料/器件以及配套公司:三安光电、飞荣达、电连技术、三环集团。