According to a Technavio research report, the global smart pole market is expected to grow by USD 7.97 billion from 2020 to 2024.
At present, my country’s smart light pole industry has also developed rapidly under the wave of new infrastructure. It is reported that as of June 2020, my country’s smart street light projects have won the bid for about 100, and the total project scale has reached 24.651 billion RMB.
Then, with the rapid development of the smart light pole industry, what will be the competitive landscape of my country’s smart light pole industry?
According to a research report by Founder Securities, there are currently no less than 400 or 500 companies under the name of “smart light poles”, and there are currently 61 companies that have truly implemented smart light pole projects or are under construction.
Among them, there are three major domestic operators, 4 telecommunications and Internet technology giants, 32 traditional lighting/communication-related companies (including the provision of finished smart light poles and others), and 22 cross-border manufacturers such as security, charging piles, and the Internet.
1, the three major domestic operators
The three major operators of China Mobile, China Unicom, and China Telecom have independently designed and built smart light poles or cooperated with manufacturers due to 5G network deployment requirements, occupying a place in the smart light pole industry.
In the 5G era, the construction of base stations is an important part of network deployment. Compared with 4G, 5G uses a high frequency and a high density of base stations. The construction of base stations in the 5G era faces problems such as difficulty in site selection, large investment, long construction period, and impact on the urban landscape. The smart street light pole is undoubtedly the best carrier for 5G base stations.
The three major domestic operators independently or in cooperation with Huawei and other manufacturers have deployed smart light pole construction. The 5G smart light pole and NB-IoT smart street light projects have been implemented.
2. Communications and Internet technology giants
Alibaba, Tencent, Huawei, ZTE, and other Internet and communication giants rely on technological advantages and platform resources to win multiple projects. They not only cooperate with other hardware manufacturers but also gradually have independently designed smart light poles.