5G strategies: Lessons from the early movers

£1,000.00 excl VAT

Telcos in South Korea and China have seen strong early demand for new 5G services. Where else is 5G commercially available, and what are the key lessons from early movers on 5G investments and positioning?

Description

Format: PDF filePages: 41 pagesCharts: 14Author: Dave BursteinPublication Date: September 2019

Table of Contents

  • Executive Summary
  • Introduction
    • If carrier revenue doesn’t rise, the pressure to cut costs will grow
  • Operators
    • High-level takeaways
    • European operators
    • Asia Pacific and Middle Eastern operators
    • North America
  • Phone makers
  • 5G system vendors
    • Datang
    • Samsung
    • Ericsson
    • Huawei
    • Nokia
  • Chip makers
    • Qualcomm
    • Samsung
    • Intel
    • MediaTek
    • Huawei-HiSilicon
  • Conclusions: (Almost) all systems go

Table of Figures

  • Figure 1: Live commercial 5G deployments globally, August 2019
  • Figure 2: STL Partners forecasts less than 1% CAGR in telecoms revenues
  • Figure 3: European live commercial 5G deployments, August 2019
  • Figure 4: Claimed UK coverage maps for 5G
  • Figure 5: Asia Pacific and Middle Eastern live commercial 5G deployments, August 2019
  • Figure 6: 5G in the train station
  • Figure 7: China awards 5G licences
  • Figure 8: Telstra 5G coverage
  • Figure 9: North America live commercial 5G deployments, August 2019
  • Figure 10: CNET reporter chooses Sprint’s wider coverage over Verizon’s gigabit speed
  • Figure 11: Announced but not yet live 5G commercial launches, August 2019
  • Figure 12: Available 5G smartphones, August 2019
  • Figure 13: ZTE’s share price recovered prior to Huawei’s setbacks
  • Figure 14: 5G ready chips, August 2019

Technologies and industry terms referenced include: 5G, capex, China Mobile, fixed wireless access, Huawei, Intel, Korea Telecom, mid-band 5G, mmWave, Samsung, SK Telecom, spectrum, Verizon