5G 企业市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

预计 5G 企业市场在预测期内将保持超过 42% 的健康復合年增长率。

5G 企业市场有望改变已经迈向工业革命 4.0 的行业连接设备的方式。 通过物联网和机器对机器连接的兴起，工业革命 4.0 使手机更容易连接到工业中的一切。

主要亮点

• 互联製造（包括 M2M 应用、工业物联网和机器人技术）将通过将装配线上的机器无线连接到 5G 网络来使用 5G。
• 另一个重要的介绍预计将由海上石油平台牵头。 这样的平台很难通过电线连接，从平台到岸上铺设电缆。 因此，石油平台长期以来一直存在连接缓慢和断断续续的问题。
• 根据Ericsson Mobility的“5G for Business 2030 Market Compass”，该指南检查了 200 多个用例、10 个行业和支持 5G 的用例集群，所有 ICT 的 18% 将用于工业数字化和服务提供商将占支持 5G 的 B2B 价值的 47%。
• 多访问边缘计算 (MEC) 支持进一步开发，以实现高带宽、低延迟的企业应用程序。 此外，在本次研究的市场中，设备和服务提供商都在根据不同的问题调整其产品和服务。
• 例如，AT&T 将移动 5G、固定无线和边缘计算列为 5G 的三大服务支柱。 AT&T 多访问边缘计算 (MEC) 是一种用于构建软件定义网络的边缘计算解决方案。 这将使企业客户能够以低延迟、高带宽的能力实现高速访问数据处理和灵活管理蜂窝流量。
• 此外，印度电信部 (DoT) 于 2022 年 4 月宣布，其目标是在 5G 生态系统的各个利益相关方之间建立快速合作伙伴关係，以满足用户和垂直行业的需求。征求意向书 (EoI) ) 用于 5G 垂直参与和合作伙伴计划 (VEPP) 计划。
• 使用 O-RAN 的开放接口有可能解决由专有规范和缺乏互操作性引起的问题。
• 但是，当 COVID-19 爆发时，它影响了 5G 部署和准备工作。 一些国家推迟了频谱拍卖，还有一些国家就支出的优先顺序制定了规则。

5G 企业市场趋势

IT/电信行业采用 5G 企业推动市场增长

• 随着 5G 网络的推出，运营商和市场供应商正在为这一转变做准备。 主要电信服务提供商正在将他们的网络升级到 5G，这主要依靠密集的小型天线阵列来提供超快的网络和数据速度。
• 2022 根据Ericsson Mobility移动报告，到 2027 年底将有 44 亿 5G 用户。 这几乎占全球移动订阅的 48%。 据Ericsson Mobility称，全球拥有 5G 设备的 5G 用户数量将增加 7000 万，达到约 6.9 亿。
• 2022 年 5 月，BT 和Ericsson Mobility宣布建立新的合作伙伴关係，以便在英国市场提供商用 5G 专用网络。 根据两家公司之间的多年协议，BT 将向製造、军事、教育、零售、医疗保健、运输和物流等行业的公司和机构营销和销售下一代移动网络技术产品。
• 市场将见证对从非独立 5G 到独立 5G 的 5G 语音服务的需求。 这将使运营商能够在不依赖 VoLTE（LTE 语音）或 LTE 锚点的情况下提供高质量的语音服务。
• 该市场在全球新兴经济体中的采用率很高。 例如，美国私营服务提供商正在与城市合作部署 5G 试点网络和创新实验室。

北美市场份额最大

• 基于云的企业应用程序在北美蓬勃发展。 基于云的解决方案依赖于互联网连接在託管环境中发挥作用，而 5G 可能会实现更快的互联网速度，从而进一步增强连接体验。 与其他地区相比，该地区对机器对机器通信、联网汽车和人工智能等先进技术的需求增长最快。 因此，5G 企业市场有望提供巨大的增长机会。
• 据Ericsson Mobility称，到 2025 年底，5G 移动用户将达到 3.18 亿，占北美移动用户的 80% 以上。 这可能会进一步增加对 5G 网络的需求。
• 因此，为了满足未来 5G 服务的容量、覆盖范围和效率需求，美国网络运营商正在对其网络进行投资，以便以最低的每比特成本获得最佳性能。 为此，他们正在使用网络功能虚拟化 (NFV) 和软件定义网络 (SDN) 等新技术，使他们的网络尽可能高效。
• 低延迟通信对于自动驾驶汽车的车载计算机能够宣布其存在并对其他车辆、障碍物、交通信号灯等做出反应非常重要。 5G联网汽车将为移动运营商带来新的盈利方式。 大多数美国运营商已经为联网汽车提供平台，而 AT&T 是该领域的领导者。

随着物联网传感器变得越来越普遍，5G 也有望使零售供应链更加开放和高效。 根据 GSMA 的数据，到 2025 年，北美物联网行业将拥有 59 亿个连接。

5G企业产业概览

5G 企业市场竞争适中，参与者数量较少。 然而，随着电信行业网络架构的进步，新进入者正在增加他们在市场上的存在，从而扩大他们在新兴国家的业务运营。 最近的市场发展包括：

2022 年 3 月，Tata Consultancy Services 将推出其企业 5G 边缘产品组合，包括 Microsoft Azure 上的私有移动边缘计算。 TCS 的软件包通过 Azure 私有 MEC 解决方案帮助设计、集成、实施和运营企业 5G 边缘生态系统，结合完整的功能以利用 5G 应用程序边缘计算的优势。

通过 2022 年 10 月在佐治亚州亚特兰大开设新的 5G 体验中心，Cognizant 和 Qualcomm Technologies, Inc. 将能够做更多事情来加速业务数字化转型。它将是 它将 Qualcomm Technologies 的智能边缘设备、人工智能和 5G 连接解决方案与 Cognizant 在 5G、物联网、云和数据分析方面的广泛知识相结合。

其他福利：

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

内容

第一章介绍

• 调查假设和市场定义
• 本次调查的范围

第二章研究方法论

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 产业吸引力 - 波特五力分析
  • 新进入者的威胁
  • 买方/消费者议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• MEC 和 5G 行业分析（技术标准（系统架构）、应用、趋势）
• 评估 COVID-19 对 5G 企业行业的影响

第 5 章市场动态

• 市场驱动因素
  • 按行业发布免许可频段
  • 为新应用开发可编程平台
  • 5G 企业在 IT 和电信领域的采用
• 市场挑战
  • 缺乏技术技能
  • 私有 5G 网络部署和服务的成本和设置复杂性
• 市场机会
  • 增加政府投资以升级关键基础设施

第 6 章市场细分

• 按通信基础设施类型
  • 5G 无线电接入网络
  • 5G 核心网
  • 交通网络
• 按公司类型
  • IT/通讯
  • BFSI
  • 零售/电子商务
  • 製造业
  • 其他最终用户行业（医疗保健、消费品/零售、公用事业、其他）
• 地区
  • 北美
  • 欧洲
  • 亚太地区
  • 世界其他地区

第七章竞争格局

• 公司简介
  • Cisco System Inc.
  • Telefonaktiebolaget LM Ericsson
  • Huawei Technologies Co. Ltd.
  • Nokia Networks
  • NEC Corporation
  • Samsung Group
  • ZTE Corporation

第八章投资分析

第九章市场潜力

During the time frame of the forecast, the 5G Enterprise Market is expected to register a healthy CAGR of over 42%. The 5G enterprise market is expected to change the way industries that are already moving toward the Industrial Revolution 4.0 connect their devices.Through the rise of IoT and machine-to-machine connections, Industrial Revolution 4.0 is making it easier for cell phones to connect to everything in the industry.

Key Highlights

• Connected manufacturing with M2M applications, the IIoT, and robotics, to name a few, would use 5G by making the machines on the assembly line wirelessly connected to the private 5G network.However, the use of wireless for control applications is still at a nascent stage.
• Another significant adoption is expected to be led by offshore oil platforms. These platforms have difficulty providing connectivity by wired means, that is, running a cable from the platform to the shore. Therefore, oil platforms have been tormented with lower speeds and intermittent connectivity for many years.
• Based on Ericsson's 5G for Business 2030 Market Compass, which looked at more than 200 use cases, ten different industries, and a set of 5G-enabled use case clusters, 18% of the total ICT can be used to digitalize industries, and service providers would take up 47% of the 5G-enabled B2B value.
• Multi-access edge computing (MEC) is assisting further developments to enable high-bandwidth, low-latency enterprise applications.Also, both equipment and service providers in the market that was looked at have made their products and services fit a variety of problems.
• For instance, AT&T highlighted mobile 5G, fixed wireless, and edge computing as the three main service pillars of 5G. With its offering of an AT&T Multi-access Edge Compute (MEC), the company facilitates this edge computing solution to deploy a software-defined network. With this, the enterprise clients would have faster access to data processing and flexibility in managing cellular traffic via low-latency, high-bandwidth capabilities.
• Moreover, in April 2022, the Department of Telecommunications (DoT) in India issued an Expression of Interest (EoI) call for the 5G vertical engagement and partnership program (VEPP) initiative, which aims to forge rapid partnerships between the various stakeholders in the 5G ecosystem and address the needs of users and vertical industries.
• Businesses, regional governments, and other groups in the region should have more options for local and private 5G networks if they take these steps.By using the O-RAN open interface, problems caused by proprietary specifications and lack of interoperability may be solved.
• But when COVID-19 broke out, it had an effect on both 5G rollouts and readiness. Some countries put off their spectrum auctions, and a few others put in place rules about how spending should be prioritized.

5G Enterprise Market Trends

Adoption of 5G Enterprise in IT and Telecom Sector to Drive the Market Growth

• With the 5G networks rolling out, telecom players and market vendors have been gearing toward this shift. Major telecom service providers are upgrading their network to 5G, which primarily relies on denser arrays of small antennas to provide ultra-high network and data speeds.
• According to the 2022 Ericsson Mobility Report, there will be 4.4 billion 5G subscribers by the end of 2027. This is almost 48% of all mobile subscriptions around the world.Ericsson says that the number of 5G users with a 5G-capable device has grown by 70 million to about 690 million around the world.
• In May 2022, BT and Ericsson announced a new partnership to make commercial 5G private networks available in the UK market. A multi-year agreement between the two companies will allow BT to market and sell next-generation mobile network technology products to corporations and institutions in industries like manufacturing, the military, education, retail, healthcare, transportation, and logistics.
• The market would witness demand for voice-over 5G services, evolving from non-standalone to standalone 5G. It will allow operators to deliver high-quality voice service without relying on VoLTE (Voice over LTE) or an LTE anchor.
• The market is witnessing high adoption across the developed economies across the globe. For instance, US private service providers collaborate with cities to roll out 5G pilot networks and innovation labs.

North America Holds Maximum Market Share

• Cloud-based enterprise applications are thriving in the North American region. The cloud-based solutions depend on internet connectivity to function in the hosted environment, and with 5G enabling much faster internet speed, it may further enhance the connectivity experience. The increase in demand for advanced technologies, such as machine-to-machine communication, connected cars, and artificial intelligence, is highest in the region compared to other regions. Hence, it is anticipated to offer massive opportunities for the 5G enterprise market to grow.
• Ericsson says that by the end of 2025, there will be 318 million 5G mobile subscriptions, which is more than 80% of all mobile subscriptions in North America. This may increase the demand for 5G networks even more.
• So, to meet the needs of future 5G services in terms of capacity, coverage, and efficiency, network operators in the United States are investing in their networks to get the best performance at the lowest cost per bit. They are doing this by using new technologies like network function virtualization (NFV) and software-defined networking (SDN) to make their networks as efficient as possible.
• Low-latency communication is important for the on-board computers of self-driving cars to be able to let other cars, obstacles, traffic lights, and other cars know they are there and react to them.5G-powered connected cars give mobile operators a new way to make money. Most US operators already offer platforms for connected cars, and AT&T is the leader in this field.

As IoT sensors become more common, it is also thought that 5G will make the retail supply chain more open and efficient. According to the GSMA, the North American IoT industry will have 5.9 billion connections by 2025.

5G Enterprise Industry Overview

The 5G enterprise market is moderately competitive and consists of a few players. However, with advancements in network architecture across the telecommunications sector, new players are increasing their market presence, thereby expanding their business footprint across the emerging economies. Some of the recent developments in the market are:

In March 2022, Tata Consultancy Services will debut its Enterprise 5G Edge portfolio of products, which includes private mobile edge computing on Microsoft Azure. The TCS package combines complete capabilities to assist organizations in designing, integrating, implementing, and operating an enterprise 5G edge ecosystem using the Azure private MEC solution and leveraging edge computing benefits for 5G applications.

With the opening of a new 5G experience center in Atlanta, Ga., in October 2022, Cognizant and Qualcomm Technologies, Inc. will be able to do more to drive digital transformation in business. Qualcomm Technologies' intelligent edge devices, AI, and 5G connectivity solutions will be combined with Cognizant's extensive knowledge of 5G, IoT, the cloud, and data analytics.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Threat of New Entrants
  • 4.2.2 Bargaining Power of Buyers/Consumers
  • 4.2.3 Bargaining Power of Suppliers
  • 4.2.4 Threat of Substitute Products
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 MEC and 5G Industry Analysis (Technical Standards (System Architecture), Applications and Trends)
• 4.4 Assessment of Impact of COVID-19 on the 5G Enterprise Industry

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Release of Unlicensed Spectrum for Industry Verticals
  • 5.1.2 Development of Programmable Platforms for New Applications
  • 5.1.3 Adoption of 5G Enterprise in IT and Telecom Sector
• 5.2 Market Challenges
  • 5.2.1 Lack of Technical Skill
  • 5.2.2 Costs and Set-up Complexity across Deployment and Service of Private 5G Networks
• 5.3 Market Opportunity
  • 5.3.1 Increased Government Investment to Upgrade Critical Infrastructures

6 MARKET SEGMENTATION

• 6.1 By Communication Infrastructure Type
  • 6.1.1 5G Radio Access Networks
  • 6.1.2 5G Core Networks
  • 6.1.3 Transport Networks
• 6.2 By Enterprise Type
  • 6.2.1 IT & Telecommunication
  • 6.2.2 BFSI
  • 6.2.3 Retail and Ecommerce
  • 6.2.4 Manufacturing
  • 6.2.5 Other End-user Industries (Healthcare, Consumer Goods and Retail, Utilities, etc.)
• 6.3 Geography
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia-Pacific
  • 6.3.4 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Cisco System Inc.
  • 7.1.2 Telefonaktiebolaget LM Ericsson
  • 7.1.3 Huawei Technologies Co. Ltd.
  • 7.1.4 Nokia Networks
  • 7.1.5 NEC Corporation
  • 7.1.6 Samsung Group
  • 7.1.7 ZTE Corporation

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET