查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
5G 货币化：商业模式、战略建议和市场预测（2022-2027）
市场调查报告书
商品编码
1143572

5G 货币化：商业模式、战略建议和市场预测（2022-2027）

5G Monetisation: Business Models, Strategic Recommendations & Market Forecasts 2022-2027
出版日期: | 出版商: Juniper Research Ltd | 英文 | 商品交期: 最快1-2个工作天内

价格
简介目录

运营商计费的 5G 服务市场预计将从 2022 年的 1950 亿美元增长到 2023 年的 3150 亿美元。这意味着单年增长率超过 60%。

这一收入增长是由于移动订阅加速迁移到 5G 网络，这是运营商消除或尽量减少现有 4G 服务溢价的策略。儘管预计会出现衰退，但预计 2023 年将创建超过 6 亿份新的 5G 合同。

在本报告中，我们调查了全球 5G 货币化趋势，包括 5G 商业模式、服务概述、连接数、服务收入、数据消耗等的趋势和预测，以及行业和包括对5G技术的详细分析，对5G技术主要供应商的分析，以及未来的前景。

我们的研究包提供什么

  • 竞争性排行榜 (PDF)
  • 数据与预测 (PDF)
  • 市场趋势和策略 (PDF)
  • 使用在线数据平台 12 个月

主要市场统计数据

2022年收入规模 1950 亿美元
2023年收入规模 3150 亿美元
2022-2023 年增长 超过 60%

内容

市场趋势和策略

第 1 章重点/战略建议

第 2 章 5G：未来

  • 5G 市场：简介
  • 未来五年 5G 服务的供需趋势
    • 5G 个人设备
      • 市场增长动力
      • 市场增长制约因素
    • 5G FWA 路由器
      • 市场增长动力
    • 5G 车联网
  • 主要 5G 发布分析
    • 菲律宾
    • 韩国
    • 中国
    • 美国
    • 英国

第 3 章 5G 货币化和商业模式

  • 5G运营商分析
  • 服务分析
    • 5G NSA 和 5G SA 的区别
    • 5G 服务费
    • 增值服务
    • 网络运营商与使用 5G 网络的行业之间需要加强合作伙伴关係

第 4 章 5G 行业分析

  • 按行业划分的 5G 预测分析
    • 个人移动端合约
  • FWA
    • 物联网连接和 VAS（增值服务）
      • 5G 和物联网用例
      • 增值服务
    • 汽车行业
    • 移动娱乐服务
      • 边缘计算对移动娱乐的好处
    • MEC介绍：按运营商
  • 手机游戏
    • 云游戏
  • 远程医疗服务和移动医疗服务
    • 智慧城市服务
      • 智慧城市中的 5G
      • 5G 在智慧城市中的局限性
    • 智能家居解决方案
      • 智能家居中的 5G
    • 移动商务服务
      • 5G 技术在银行业的应用
      • 获利机会

竞争排行榜

第 1 章 Juniper Research 竞争排行榜

第二章公司简介

  • 5G 变现供应商简介
    • Airspan
    • Ciena
    • Cisco Systems
    • Comba Telecom
    • CommScope
    • Ericsson
    • Fujitsu
    • Huawei
    • Intel
    • Mavenir
    • NEC
    • Nokia Networks
    • Qualcom
    • Samsung Networks
    • Siemens
    • Siklu
    • Telit
    • ZTE
  • Juniper Research研究方法

数据和预测

第一章市场预测概述

  • 5G 货币化：未来展望
  • 5G 兼容市场
    • 移动 SIM 卡连接总数
    • 5G 连接总数

第 2 章：市场预测/关键点

  • 调查方法和假设
    • 定价模型假设
    • 5G 运营商计费总收入
    • 5G 连接数：按行业划分
    • 5G 运营商计费收入：按行业分类

第三章物联网市场预测/重点

  • 5G物联网行业分析
  • 5G物联网行业预测
    • 5G 物联网连接数
    • 5G 商用物联网/车载 ARPC
    • 5G 商用物联网/汽车盈利预测
    • 5G物联网数据总量
简介目录

Juniper Research's “5G Monetisation” report provides critical insights on monetisation models for 5G market stakeholders, including assessment of key network technologies, services and market sectors that generate revenue. It includes strategic recommendations for network operators and network vendors, aligned to a Juniper Research Competitor Leaderboard that includes the leading 5G network vendors.

The research features in-depth analysis of pricing strategies for 5G verticals and forecasts for data traffic per 5G connection across consumer connections and key IoT verticals.

5G sector coverage and market analysis provided for:

  • Consumer Applications:
    • Consumer Mobile Broadband
    • Personal Devices
  • Commercial Applications:
    • Automotive
    • Augmented Reality & Virtual Reality
    • Healthcare
    • Enterprise Mobile Broadband
    • Smart Cities
    • Smart Homes

This research suite includes:

  • Competitor Leaderboard (PDF)
  • Data & Forecasting (PDF)
  • Market Trends & Strategies (PDF)
  • 12 Months' Access to harvest Online Data Platform

Key Market Statistics

Revenue size in 2022:$195bn
Revenue size in 2023:$315bn
2022 to 2023 growth:Over 60%

KEY FEATURES

  • 5G Monetisation Opportunity Analysis: An evaluation of strategies, key market drivers, technological challenges and strategic recommendations for stakeholders across key market services, including:
    • Automotive Connectivity
    • Fixed Wireless Access
    • Internet of Things
    • Mobile Commerce Services
    • Mobile Entertainment
    • Mobile Gaming
    • Remote Healthcare Services
    • Smart City Services
    • Smart Home Solutions
  • 5G Business Model Evaluation: Key insights into the future of 5G development and strategic recommendations to network vendors and network operators on best practices. Areas assessed include:
    • 5G Pricing Strategies
    • AI-based 5G Network Services
    • Key 5G Partnerships
    • Network Slicing Functions
    • Non-standalone and Standalone Roll-outs
    • Virtual Environments
  • Benchmark Industry Forecasts: Provided for adoption, connections, operator-billed revenue and data attributable to 5G connections for 8 global regions and 37 countries including:
    • North America:
      • Canada, US
    • Latin America:
      • Argentina, Brazil, Chile, Colombia, Ecuador, Mexico, Peru, Uruguay
    • West Europe:
      • Austria, Belgium, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, UK
    • Central & East Europe:
      • Croatia, Czech Republic, Hungary, Poland, Romania, Russia, Turkey, Ukraine
    • Far East & China:
      • China, Hong Kong, Japan, South Korea
    • Indian Subcontinent:
      • Bangladesh, India, Nepal, Pakistan
    • Rest of Asia Pacific:
      • Australia, Indonesia, Malaysia, New Zealand, Philippines, Singapore, Thailand, Vietnam
    • Africa & Middle East:
      • Algeria, Egypt, Israel, Kenya, Kuwait, Nigeria, Qatar, Saudi Arabia, South Africa, United Arab Emirates
  • Juniper Research Competitor Leaderboard: Key player capability and capacity assessment of 18 leading 5G technology vendors, including:
    • Airspan
    • Ciena
    • Cisco Systems
    • Comba Telecom
    • CommScope
    • Ericsson
    • Fujitsu
    • Huawei
    • Intel
    • Mavenir
    • NEC
    • Nokia Networks
    • Qualcomm
    • Samsung Networks
    • Siemens
    • Siklu
    • Telit
    • ZTE

KEY QUESTIONS ANSWERED

  • 1. Which services will best position operators to maximise a return on investment into 5G networks?
  • 2. What will the total market value of 5G services be by 2027?
  • 3. What are the key emerging opportunities for 5G service delivery over the next 5 years?
  • 4. How will standalone networks impact the delivery of 5G services?
  • 5. Which value-added services over 5G networks will be most demanded over the next 5 years?

COMPANIES REFERENCED

  • Included in Juniper Research Competitor Leaderboard: Airspan, Ciena, Cisco Systems, Comba Telecom, CommScope, Ericsson, Fujistu, Huawei, Intel, Mavenir, NEC, Nokia Networks, Qualcomm, Samsung Networks, Siemens, Siklu, Telit, ZTE.
  • Mentioned: 3 Hong Kong, Accenture, Acer, Airtel, Amazon, Amiti Ventures, Apple, Argonaut Private Equity, ARRIS, AsiaInfo, ASOCS, Asus, AT&T, Beijing Guodu Interconnection Technology Co, Ltd, BMW, Bosch, British Telecom, Capgemini, Cellwize, Centina Systems, CGI, China Mobile, China Sports Media, China Telecom, China Unicom, Chunghwa Telecom, Cradlepoint, CSPG (China Southern Power Grid), Deutsche Telekom, DFJ Tamir Fishman, Dish, DOCOMO, DoubleRadius, Etisalat, Evergreen Venture Partners, EY, Fibocom Wireless, Foxconn, Fractus, France Telecom, Fujitsu, General Motors, GoGo, Google, Gree, Gt, Habana Labs, HP, Hutchison Telecommunications, IBM , Imeve, ip.access, Jiangsu Hengtong Optic-Electric, Jio, KDDI, Korea Semiconductor, Korea Telecom, Lenovo, LG U+ , Lufthansa, Microsoft, Mimosa Networks, Moovit, Nanjing Shumai Information Technology Co, Ltd, NEA, Netcracker, Nippon Steel, Norcat, NTT (Nippon Telegraph & Telephone), O2, Oak Investment Partners, Orange, Panasonic, Purple Mountain Laboratories, Rakuten, Renault, RUCKUS, Saab, Salesforce, Sandvik, Sennheiser , Shanghai Dahan Tricom Co, Ltd, Siemens, SigOpt, SK Telecom, Smartfren, SoftBank, Sprint, STC, Tamares Capital, TD Tech , Telefónica, Telstra Corp Ltd, Thales, TIM, T-Mobile US, Toyota, Turkcell, Verizon, Vlocity, VMware, Vodafone, Winncom Technologies, Xiaomi, Zain, Zihlabs.

DATA & INTERACTIVE FORECAST

  • Consumer Applications:
    • Consumer Mobile Broadband
    • Personal Devices
  • Commercial Applications:
    • Automotive
    • Augmented Reality & Virtual Reality
    • Healthcare
    • Enterprise Mobile Broadband
    • Smart Cities
    • Smart Homes

Metrics include the total number of connections, total service revenue from connectivity and total data consumption.

  • Geographical splits: 60 countries
  • Number of tables: Over 100 tables
  • Number of datapoints: Over 46,000 datapoints

Juniper Research's highly granular interactive Excels enable clients to manipulate Juniper Research's forecast data and charts to test their own assumptions using the interactive scenario tool and compare select markets side by side in customised charts and tables. IFxls greatly increase clients' ability to both understand a particular market and to integrate their own views into the model.

harvest: Our online data platform, harvest, contains the very latest market data and is updated throughout the year. This is a fully featured platform enabling clients to better understand key data trends and manipulate charts and tables; overlaying different forecasts within the one chart - using the comparison tool. Empower your business with our market intelligence centre, and receive alerts whenever your data is updated.

Interactive Excels (IFxl): Our IFxl tool enables clients to manipulate both forecast data and charts, within an Excel environment, to test their own assumptions using the interactive scenario tool and compare selected markets side by side in customised charts and tables. IFxls greatly increase a client's ability to both understand a particular market and to integrate their own views into the model.

FORECAST SUMMARY

Operator-billed 5G service revenue will reach $315 billion in 2023; rising from $195 billion in 2022. This represents a growth of over 60% in a single year. This growth in revenue will be driven by the accelerating migration of cellular subscriptions to 5G networks, owing to operator strategies that minimise or remove any premium over existing 4G subscription offerings. Over 600 million new 5G subscriptions will be created next year despite the anticipated economic downturn in 2023.

  • The growth of 5G networks will continue; over 80% of global operator-billed revenue will be attributable to 5G connections by 2027. The telecommunications industry demonstrated its robustness against the impact of the COVID-19 pandemic and the growth of 5G will also be resilient against this economic downturn owing to the vital importance of mobile Internet connectivity today.
  • Despite the growth of the Internet of Things, revenue from consumer connections will continue to be the cornerstone of 5G operator revenue growth. Over 95% of global 5G connections in 2027 will be connected personal devices such as smartphones, tablets and mobile broadband routers.
  • In addition, the ability of standalone 5G networks to offer 'network slicing' will act as the ideal platform for the growth of 5G private network revenue. Standalone 5G uses next-generation core networks which support network slicing technology, which can be used to take a 'slice' of public 5G infrastructure and provide it to private network users. In turn, this helps to mitigate the cost of private 5G network hardware and increase its overall value proposition, all against a background of deteriorating macro-economic conditions.

Table of Contents

Market Trends & Strategies

1. Key Takeaways & Strategic Recommendations

  • 1.1. Key Takeaways & Strategic Recommendations
    • 1.1.1. Key Takeaways
    • 1.1.4. Strategic Recommendations

2. 5G Future Outlook

  • 2.1. Introduction to 5G Markets
  • 2.2. Supply and Demand for 5G Services over the Next Five Years
    • Figure 2.2: Total 5G Commercial IoT & Automotive Operator-billed Revenue ($m), Split by 6 Key Sector 2020-2027
    • 2.2.1. 5G Personal Devices
      • i. Factors Driving the 5G Devices Market
      • ii. Factors Limiting the Growth of the 5G Services Market
        • Figure 2.3: Total Number of 5G Consumer Device Connections (m), Split by 8 Key Regions, 2022 & 2027
    • 2.2.2. 5G FWA Routers
      • i. Factors Driving the 5G FWA Market
    • 2.2.3. 5G-connected Vehicles
  • 2.3. Analysis of Select 5G Launches
    • i. The Philippines
    • ii. South Korea
    • iii. China
    • iv. The US
    • v. The UK
      • Figure 2.4: Total Data Generated per 5G Connection by 2027 (PB), Split by 30 Select Countries

3. 5G Monetisation & Business Models

  • 3.1. Operator Analysis of 5G
    • Figure 3.1: Total 5G Operator-billed Revenue ($m) Split by 8 Key Regions, 2019-2027
  • 3.2. Services Analysis
    • Table 3.2: 5G Use Cases with Revenue Potential
    • i. Differences between 5G NSA and 5G SA
    • 3.2.1. Pricing of 5G Services
      • Figure 3.3: 5G Blended ARPC (Consumer & Enterprise) ($), Split by 8 Key Regions, 2019-2027
    • 3.2.2. Value-added Services
      • i. AI-based Analytics
      • ii. Network Slicing
      • iii. Scalable Networks
      • iv. Virtualisation of Network Functions
      • v. Additional Network Security Requirements
    • 3.2.3. The Need for Increased Partnerships Between Network Operators and Industries That Use 5G Networks

4. 5G Sector Analysis

  • 4.1. 5G Sector Forecast Analysis
    • 4.1.1. Personal Cellular Device Contracts
      • Figure 4.1: Global Number of 5G-capable Smartphones (m), 2021-2026
  • 4.2. FWA
    • Figure 4.2: FWA Connectivity
    • Figure 4.3: Countries with Live Commercial 5G FWA Networks in August 2022
    • 4.2.1. IoT Connectivity and VAS (Value-added Services)
      • i. 5G and IoT Use Cases
      • ii. VAS
    • 4.2.2. Automotive Industry
      • Figure 4.4: Total 5G Automotive Data Usage (PB), Split by 8 Key Regions, 2019-2027
    • 4.2.3. Mobile Entertainment Services
      • i. The Benefits of Edge Computing to Mobile Entertainment
        • Figure 4.5: Cloud Gaming Content Computing and Delivery Architecture
    • 4.2.4. Adoption of MEC by Operators
  • 4.3. Mobile Gaming
    • i. Cloud Gaming
  • 4.4. Remote Healthcare Services & Mobile Health Services
    • 4.4.1. Smart City Services
      • i. 5G in Smart Cities
      • ii. Limitations of 5G in Smart Cities
    • 4.4.2. Smart Home Solutions
      • i. 5G in Smart Homes
    • 4.4.3. Mobile Commerce Services
      • i. Uses of 5G Technology in Banking
      • ii. Monetising Opportunities

Competitor Leaderboard

1. Juniper Research Competitor Leaderboard

  • 1.1. Why Read This Report
    • Table 1.1: Juniper Research Leaderboard: 5G Network Vendors Included & Product Portfolio
    • Figure 1.2: Juniper Research Competitor Leaderboard: 5G Network Vendors
    • Table 1.3: Juniper Research Leaderboard: 5G Networks Vendors & Positioning
    • Table 1.4: Juniper Research Leaderboard Heatmap: 5G Network Vendors

2. Company Profiles

  • 2.1. 5G Monetisation Vendor Profiles
    • 2.1.1. Airspan
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.2. Ciena
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.3. Cisco Systems
      • i. Corporate
        • Table 2.1: Cisco's Select Financial Information ($bn), 2018-2021
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.4. Comba Telecom
      • i. Corporate
        • Table 2.2: Comba's Select Financial Information ($m), 2018-2020
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.5. CommScope
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.6. Ericsson
      • i. Corporate
        • Table 2.3: Ericsson's Select Financial Information (SEK b), 2018-2021
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.7. Fujitsu
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.8. Huawei
      • i. Corporate
        • Table 2.4: Huawei's Select Financial Information (m CNY), 2018-2021
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.9. Intel
      • i. Corporate
        • Table 2.5: Intel's Select Financial Information ($bn), 2018-2021
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.10. Mavenir
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.11. NEC
      • i. Corporate
        • Table 2.6: NEC's Select Financial Information (mJPY), 2019-2021
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.12. Nokia Networks
      • i. Corporate
        • Table 2.7: Nokia's Select Financial Information (€m), 2018-2020
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.13. Qualcomm
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.14. Samsung Networks
      • i. Corporate
        • Table 2.8: Samsung's Select Financial Information (KRW m), 2019-2021
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.15. Siemens
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.16. Siklu
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.17. Telit
      • i. Corporate
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
    • 2.1.18. ZTE
      • i. Corporate
        • Table 2.9: ZTE's Select Financial Information 2019-2021 (RMB billion)
      • ii. Geographical Spread
      • iii. Key Clients & Strategic Partnerships
      • iv. High-level View of Offerings
      • v. Juniper Research's View: Key Strengths & Strategic Opportunities
  • 2.2. Juniper Research Leaderboard Assessment Methodology
    • 2.2.1. Limitations & Interpretations
      • Table 2.10: Juniper Research Competitor Leaderboard Scoring Criteria for 5G Vendors

Data & Forecasting

1. Market Forecast Summary

  • 1.1. Future Market Outlook for 5G Monetisation
    • Figure 1.1: Total 5G Connections in 2023, Split by 8 Key Regions
  • 1.2. The Addressable Market for 5G
    • 1.2.1. Total Mobile SIM Connections
      • Figure & Table 1.2: Global Mobile Active Subscribers (m), Split by 8 Key Regions, 2022-2027
    • 1.2.2. Total 5G Connections
      • Figure & Table 1.3: Global Mobile 5G Active Connections (m), 2022-2027

2. Market Forecasts & Key Takeaways

  • 2.1. Methodology & Assumptions
    • 2.1.1. Introduction
    • 2.1.2. Pricing Model Assumptions
      • Figure 2.1: 5G Users & Revenue Forecast Methodology
    • 2.1.3. Total 5G Operator-billed Revenue
      • Figure & Table 2.2: Total 5G Operator-billed Revenue ($m) Split by 8 Key Regions, 2022-2027
    • 2.1.4. 5G Connections by Sector
      • Figure & Table 2.3: Mobile Enterprise 5G Active Connections (m), Split by Consumer & Commercial, 2022-2027
    • 2.1.5. 5G Operator-billed Revenue by Sector
      • Figure & Table 2.4: Total Global 5G Operator-billed Revenue ($m), Split by Consumer & Enterprise Sector, 2022-2027
      • Table 2.5: Total Global 5G Operator-billed ARPC ($), Split by Consumer & Enterprise, 2022-2027

3. IoT Market Forecasts & Key Takeaways

  • 3.1. 5G IoT Sector Analysis
    • 3.1.1. Methodology
      • i. Pricing Model Assumptions
        • Figure 3.1: 5G Sector Analysis Forecast Methodology
  • 3.2. 5G IoT Sector Forecasts
    • 3.2.1. 5G IoT Connections
      • Figure & Table 3.2: Total Number of Enterprise 5G Connections (m) Split by 6 IoT Sectors, 2022-2027
    • 3.2.2. 5G Commercial IoT & Automotive ARPC
      • Figure & Table 3.3: 5G Commercial IoT & Automotive ARPC ($), Split by 6 Key Enterprise Sector, 2022-2027
    • 3.2.3. 5G Commercial IoT & Automotive Revenue Forecast
      • Figure & Table 3.4: Total 5G Commercial IoT & Automotive Operator-billed Revenue ($m), Split by 6 Key Sectors, 2022-2027
    • 3.2.4. Total Data Attributable to 5G IoT
      • Figure & Table 3.5: Total Mobile Data Traffic Carried Over 5G Networks (PB), Split by 8 Key Regions, 2022-2027