东南亚国家的5G成长机会

5G Growth Opportunities in Southeast Asian Countries

出版日期: 2023年09月29日 | 出版商:

Frost & Sullivan | 英文 66 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

5G解决方案的商业化将推动5G的普及，但时间对于证明5G的价值至关重要

整体而言，东协地区5G总收益将从2022年的16.4亿美元增加到2027年的74.3亿美元，年复合成长率为35.3%。 5G连结要素这段时期5G收益的主要贡献者。

消费领域的收益成长开始停滞。在企业方面，行动营运商已开始优先考虑成长，其中一些市场（新加坡和泰国）领先其他市场。新加坡电信的成功正在帮助行动营运商为企业领域创造价值，将企业连接所需的所有支援技术结合起来，并透过应用程式可程式介面(API) 推出新的解决方案。这证明了这样一个事实：提供收益的机会。

正如亚太其他地区的通讯业者所经历的那样，5G将加速客户体验，以客户为中心的策略、现有服务（包括播送）的新商业模式以及新服务（包括基于元宇宙的）可能是行动的前进方向东协的通讯业者。除了新加坡和泰国之外，该地区的其他国家由于在踏上5G征程时面临挑战，例如频谱分配的延迟和5G普及较低等问题，在5G方面都处于落后状态，因此这些领域并没有投入太多资金。

儘管5G销售整体实现年复合成长率成长，但在菲律宾和印尼等一些市场，5G面临实施挑战，这将影响进一步的投资。 5G收益的困难并没有帮助证明5G网路设备的高成本是合理的。此外，由于限制较少（由于大流行期间的封锁），从 2023 年起，5G 将不得不与更便宜的（Wi-Fi 热点）和更好的（光纤）技术竞争。虽然技术开发至关重要，但将所产生的成本收益更为重要，尤其是为了维持相关人员和投资者的支持。

On the consumer side, revenue growth has started to stagnate. On the enterprise side, mobile operators have started to prioritize growth, with some markets (Singapore and Thailand) more advanced than others. Singtel's success is a testament to the fact that there is a monetizable opportunity for mobile operators to offer value to the enterprise segment by bringing together all the necessary enabling technologies for enterprises to link up to via application programmable interfaces (API) and launch new solutions.

As mobile operators elsewhere in Asia-Pacific have experienced, 5G to drive customer experience, customer-centric strategies, new business models with existing services (including broadcasting), and new services (such as metaverse-based) may be the way forward for mobile operators in ASEAN. Apart from Singapore and Thailand, other countries in the region have not invested much in these areas simply because they have fallen behind with 5G due to challenges upon embarking on their 5G journey, for example, with delayed spectrum allocation and low 5G adoption.

Although 5G revenue registered CAGR growth overall, in some markets, like the Philippines and Indonesia, 5G faces adoption challenges that impact further investment. Difficulties in 5G monetization are not helping justify the high cost of 5G network equipment. Furthermore, with fewer restrictions (from lockdowns during the pandemic), 5G must compete with cheaper (Wi-Fi hotspots) and better (fiber) technologies from 2023. Technology development is essential, but monetizing the cost incurred is even more critical, especially to maintain stakeholder and investor buy-in.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?The Strategic Imperative 8™: Factors Creating Pressure on Growth
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the 5G Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

Scope of Analysis
Segmentation
Key Competitors
Growth Metrics
Growth Drivers
Growth Restraints
Forecast Assumptions
Revenue Forecast
Revenue Forecast by Country
Revenue Forecast Analysis
Pricing Trends and Forecast Analysis
Competitive Environment
Revenue Share
Revenue Share Analysis

Growth Opportunity Analysis: Malaysia

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Opportunity Analysis: Indonesia

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Opportunity Analysis: Thailand

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Opportunity Analysis: Philippines

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Opportunity Analysis: Vietnam

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Opportunity Analysis: Singapore

Growth Metrics
Revenue Forecast
Forecast Analysis

Growth Opportunity Universe

Growth Opportunity 1: 5G Monetization Solutions for the Enterprise and Consumer Segments
Growth Opportunity 2: Beyond Connectivity Solutions for the Enterprise Segment
Growth Opportunity 3: New Cost Structures for 5G and Beyond