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?
What’s the best 5G strategy?
When we published the report 5G: The First Three Years in December 2018, we identified that most of the hype – from autonomous cars to surgeons operating from the beach – is at best several years from significant volume. There are no “killer apps” in sight. Telco growth from 5G deployments will be based on greater capacity, lower cost and customer willingness to buy.
If carrier revenue doesn’t rise, the pressure to cut costs will grow
For the last five years, carrier revenue has been almost flat in most countries and we believe this trend is likely to continue.
STL Partners forecasts less than 1% CAGR in telecoms revenues
Source: STL Partners
In our 5G Strategies report series, STL Partners set out to established what 5G actually offers that will enable carriers to make more money in the next few years.
It builds on STL Partners’ previous insights into 5G, including:
- Telcos and enterprise verticals: 5G is not the only opportunity
- Why 5G needs edge more than edge needs 5G
- 5G and MVNOs: Slicing up the wholesale market
- 5G: The first three years
- 5G: Why Verizon thinks differently – and what to do about it
- 5G: ‘Just another G’ – yet a catalyst of change
- Indoor wireless: A new frontier for IoT and 5G
- AR/VR: Won’t move the 5G needle
The report explores the most recent activities in 5G by operators, vendors, phone makers and chipmakers.