从2B到4B——电信行业与垂直行业的供需协同倍增发展

摘要：当4G技术满足视频直播后，个人富媒体诉求基本得到满足。从5G开始，技术与需求的底层逻辑开始变化，从面向消费者（2C）转变为面向企业（2B）。5G是2B的起跑线，但由于电信行业和垂直行业在需求、目标、组织、管理等方面存在较大差异，当前5G公专网的发展面临较大挑战和困难。为更好地发展下一代移动通信技术，加快5G/6G建设，需将发力点由“面向企业”的2B（To Business）向“为了企业”的4B（For Business）转变。从2B到4B，是从供给侧主导向需求侧主导的转变，是从“供给外生赋能”向“供需内生协同”本质的转变。发展5G/6G公专网，需要树立全生命周期的可持续发展理念，深度理解目标企业的核心诉求，充分发挥企业的主体作用，建设、管理、运维好5G/6G公专网。应由垂直行业主导公专网应用的标准制定与生态建设，设计可复制、可定义的商业模式，从顶层设计开始，将数字技术融入到垂直行业数字化转型之中，实现5G/6G公专网发展从2B到4B的转变，创造电信行业与垂直行业供需协同、价值倍增的可持续发展模式。

关键词：5G；6G；2B；4B；垂直行业；公专网

Abstract: When 4G technology meets the requirements of live video broadcasting, personal rich media demands are basically met. Starting from 5G, the underlying logic of technology and demand began to change, from “to consumer (2C)” to “to business (2B)”. 5G is the starting line of 2B. However, due to the large differences between the telecom industry and vertical industry in terms of demand, objectives, organization and management, etc., the current development of 5G public-private network faces great challenges and difficulties. In order to better develop the next generation mobile communication technology and accelerate the construction of 5G/6G, the focus needs to be shifted from 2B to 4B (For Business). From 2B to 4B, it is a change from supply-side dominance to demand-side dominance, and from "exogenous empowerment of supply" to "endogenous synergy between supply and demand". To develop 5G/6G public-private network, it is necessary to establish the concept of sustainable development over the entire life cycle, deeply understand the core demands of the target enterprises, give full play to the main role of enterprises, and build, manage, operate the 5G/6G public-private network. Vertical industries should lead the standard setting and ecological construction of public-private network applications, and design replicable and definable business models. Starting from the top-level design, the digital technology is integrated into the digital transformation of vertical industries, realizing the transformation of the 5G/6G public-private network development paradigm from 2B to 4B, and creating a sustainable development model of supply-demand synergy and value multiplication for both telecommunication industry and vertical industries.

Keywords: 5G; 6G; to business; for business; vertical industries; public-private network