出版：Juniper Research（ジュニパーリサーチ） 出版年月：2022年10月
5G Monetisation: Business Models, Strategic Recommendations & Market Forecasts 2022-2027
5Gの収益化：ビジネスモデル、戦略的提言、市場予測 2022-2027年
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Juniper Research（ジュニパーリサーチ）は世界の5Gサービスによる収益は2023年に3,150億ドルへ達し、オペレータの総収益の35％は5Gサービスからの収益になるという予測を発表しました。
ジュニパーリサーチ「5Gの収益化：ビジネスモデル、戦略的提言、市場予測 2022-2027年 – 5G Monetisation: Business Models, Strategic Recommendations & Market Forecasts 2022-2027」は 5Gの収益化に着目し、収益源となる主要ネットワーク技術、サービス、市場セクタを調査し、詳細な分析・予測結果を提供しています。
「5Gの収益化：ビジネスモデル、戦略的提言、市場予測 2022-2027年 – 5G Monetization: Business Models, Strategic Recommendations & Market Forecasts 2022-2027」の調査および市場分析対象の5Gセクタは下記のとおりです。
- コンシューマ向け用途
- コンシューマ向けモバイルブロードバンド
- 個人向けデバイス
- 商業用途
- 自動車
- 拡張現実（AR）とバーチャルリアリティ（VR／仮想現実）
- 医療
- 企業向けモバイルブロードバンド
- スマートシティ
- スマートホーム
主な掲載内容
- 5Gの収益化機会分析：主要市場成長促進要因、技術的課題、主要市場サービスにおけるステークホルダー向け戦略的提言
- 自動車のコネクティビティ
- 固定無線アクセス
- モノのインターネット（IoT）
- モバイルエンターテインメント
- モバイルゲーミング
- 遠隔医療サービス
- スマートシティサービス
- スマートホームソリューション
- 5Gのビジネスモデル評価：下記領域に関する5Gの展開と成功例を基にしたネットワークベンダおよびネットワーク事業者への戦略的提言
- 5Gの価格戦略
- AIを活用した5Gネットワークサービス
- 主要5Gパートナーシップ
- ネットワークスライシング機能
- 非独立型と独立型ロールアウト
- バーチャル環境
- 産業予測：世界8地域37ヶ国の5G接続関連市場データ
- 北米：カナダ、米国
- ラテンアメリカ：アルゼンチン、ブラジル、チリ、コロンビア、エクアドル、メキシコ、ペルー、ウルグアイ
- 西欧：オーストリア、ベルギー、デンマーク、フィンランド、フランス、ドイツ、ギリシャ、アイルランド、イタリア、オランダ、ノルウェー、ポルトガル、スペイン、スウェーデン、スイス、英国
- 中東欧：クロアチア、チェコ共和国、ハンガリー、ポーランド、ルーマニア、ロシア、トルコ、ウクライナ
- 極東と中国；中国、香港、日本、韓国
- インド亜大陸：バングラデシュ、インド、ネパール、パキスタン
- その他のアジア太平洋地域：オーストラリア、インドネシア、マレーシア、ニュージーランド、フィリピン、シンガポール、タイ、ベトナム
- アフリカ＆中東：アルジェリア、エジプト、イスラエル、ケニア、クウェート、ナイジェリア、カタール、サウジアラビア、南アフリカ、アラブ首長国連邦
- Juniper Researchの競合スコアボード：主要5G技術ベンダ18社の特性と能力評価
- Airspan
- Ciena
- Cisco Systems
- Comba Telecom
- CommScope
- Ericsson
- Fujitsu（富士通）
- Huawei
- Intel
- Mavenir
- NEC（日本電気）
- Nokia Networks
- Qualcomm
- Samsung Networks
- Siemens
- Siklu
- Telit
- ZTE
当レポートは下記疑問への回答につながる情報を提供しています。
- オペレータが5Gネットワークへの投資回収を最も大きくできるのはどのサービスか？
- 2027年までの5Gサービスの総市場価値は？
- 今後5年間で5Gサービスにとって重要となる新たなビジネスチャンスはどこにあるか？
- スタンドアロン型ネットワークは5Gサービスの提供にどのような影響を与えるか？
- 今後5年間で最も需要が高くなる5Gネットワークの付加価値サービスは？
Report Overview
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:
- 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
- Which services will best position operators to maximise a return on investment into 5G networks?
- What will the total market value of 5G services be by 2027?
- What are the key emerging opportunities for 5G service delivery over the next 5 years?
- How will standalone networks impact the delivery of 5G services?
- 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.
レポート構成＆価格表
| フルセット (1と2の全てをご購入の場合） | GBP3,750 |
| (1) 動向＆戦略調査 |
| - 市場動向＆戦略レポート（PDF）
Market trends & strategies report
| GBP 1,990 |
| - 競合スコアボードレポート（PDF）
Competitor leaderboard report
| GBP 1,990 |
| (2) 市場規模＆予測 | GBP 2,990 |
| - 市場データ・予測・分析レポート（PDF)
Market data, forecasts and analysis report (pdf) - 市場データ・予測・インタラクティブデータ（Excel）
Market data, forecasts and interactivity (xls) - 四半期アップデート：市場データ＆予測（PDF＆Excel＆オンラインアクセス）
Quarterly updates to market data & forecasts (pdf, xls, online access) - 最新データへの12ヶ月アクセス
harvest market data platform (12 months’ online access)
|
[プレスリリース]
5G SERVICE REVENUE TO REACH $315 BILLION GLOBALLY IN 2023; REPRESENTING 35% OF OPERATORS’ TOTAL REVENUE
Hampshire, UK – 24th October 2022: A new study from Juniper Research has found that operator‑billed 5G service revenue will reach $315 billion in 2023; rising from $195 billion in 2022. This represents growth of over 60% in a single year. The research predicts this increase 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. It forecasts that over 600 million new 5G subscriptions will be created next year, despite the anticipated economic downturn in 2023.
5G Service Revenue to Represent 80% of Global Operator Revenue by 2027
The report predicts that the growth of 5G networks will continue, and 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 report projects that the growth of 5G will also be resilient against this economic downturn; owing to the vital importance of mobile Internet connectivity today.
Research co-author Olivia Williams noted: “Despite the growth of the Internet of Things, revenue from consumer connections will continue to be the cornerstone of 5G operator revenue increase. Over 95% of global 5G connections in 2027 will be connected personal devices such as smartphones, tablets and mobile broadband routers.”
Private Networks Represent a Key Opportunity for Operators
In addition, the report predicts that 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 supporting 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 mitigate the cost of private 5G network hardware and increase its overall value proposition, all against a background of deteriorating macro-economic conditions.
Juniper Research provides research and analytical services to the global hi-tech communications sector; providing consultancy, analyst reports and industry commentary.
目次
※フルセット(GBP3,750)の目次です。詳細目次および他レポートはEメールでお送りいたします。こちらよりよりお申し付けください。
1. Market Trends & Strategies
1. Key Takeaways & Strategic Recommendations
1.1 Key Takeaways & Strategic Recommendations …….4
1.1.1 Key Takeaways…………..4
1.1.4 Strategic Recommendations………..4
2. 5G Future Outlook
2.1 Introduction to 5G Markets …………6
2.2 Supply and Demand for 5G Services over the Next Five Years……6
Figure 2.2: Total 5G Commercial IoT & Automotive Operator-billed Revenue
($m), Split by 6 Key Sector 2020-2027 ………7
2.2.1 5G Personal Devices …………7
i. Factors Driving the 5G Devices Market ……..7
ii. Factors Limiting the Growth of the 5G Services Market …….8
Figure 2.3: Total Number of 5G Consumer Device Connections (m), Split by 8
Key Regions, 2022 & 2027 ……….8
2.2.2 5G FWA Routers ……….8
i. Factors Driving the 5G FWA Market ………8
2.2.3 5G-connected Vehicles …………9
2.3 Analysis of Select 5G Launches……….9
i. The Philippines ………….10
ii. South Korea…………..10
iii. China …………10
iv. The US…………..10
v. The UK……………10
Figure 2.4: Total Data Generated per 5G Connection by 2027 (PB), Split by 30
Select Countries………….. 11
3. 5G Monetisation & Business Models
3.1 Operator Analysis of 5G ……….. 13
Figure 3.1: Total 5G Operator-billed Revenue ($m) Split by 8 Key Regions, 2019-
2027 ……………..13
3.2 Services Analysis …………… 14
Table 3.2: 5G Use Cases with Revenue Potential………15
i. Differences between 5G NSA and 5G SA …… 15
3.2.1 Pricing of 5G Services ………… 16
Figure 3.3: 5G Blended ARPC (Consumer & Enterprise) ($), Split by 8 Key
Regions, 2019-2027……………16
3.2.2 Value-added Services ………… 17
i. AI-based Analytics ………… 17
ii. Network Slicing ………… 17
iii. Scalable Networks ………. 17
iv. Virtualisation of Network Functions …….. 17
v. Additional Network Security Requirements …….. 18
3.2.3 The Need for Increased Partnerships Between Network Operators and
Industries That Use 5G Networks ……… 18
4. 5G Sector Analysis
4.1 5G Sector Forecast Analysis …………. 20
4.1.1 Personal Cellular Device Contracts………. 20
Figure 4.1: Global Number of 5G-capable Smartphones (m), 2021-2026….20
4.2 FWA…………….. 20
Figure 4.2: FWA Connectivity……….21
Figure 4.3: Countries with Live Commercial 5G FWA Networks in August 2022 ..22
4.2.1 IoT Connectivity and VAS (Value-added Services)…… 22
i. 5G and IoT Use Cases ……….23
ii. VAS …………23
4.2.2 Automotive Industry ……….23
Figure 4.4: Total 5G Automotive Data Usage (PB), Split by 8 Key Regions,
2019-2027 ………….. 24
4.2.3 Mobile Entertainment Services ……..25
i.The Benefits of Edge Computing to Mobile Entertainment ….25
Figure 4.5: Cloud Gaming Content Computing and Delivery Architecture… 26
4.2.4 Adoption of MEC by Operators ……..26
4.3 Mobile Gaming …………..27
i. Cloud Gaming ………..27
4.4 Remote Healthcare Services & Mobile Health Services….27
4.4.1 Smart City Services………….27
i. 5G in Smart Cities ………….28
ii. Limitations of 5G in Smart Cities ………..28
4.4.2 Smart Home Solutions ………….28
i. 5G in Smart Homes ……….28
4.4.3 Mobile Commerce Services ……..29
i. Uses of 5G Technology in Banking ………29
ii. Monetising Opportunities ……….30
2. Competitor Leaderboard
1. Juniper Research Competitor Leaderboard
1.1 Why Read This Report………….5
Table 1.1: Juniper Research Leaderboard: 5G Network Vendors Included &
Product Portfolio……………6
Figure 1.2: Juniper Research Competitor Leaderboard: 5G Network Vendors…7
Table 1.3: Juniper Research Leaderboard: 5G Networks Vendors & Positioning …7
Table 1.4: Juniper Research Leaderboard Heatmap: 5G Network Vendors …8
2. Company Profiles
2.1 5G Monetisation Vendor Profiles………10
2.1.1 Airspan …………10
i. Corporate …………..10
ii. Geographical Spread………..10
iii. Key Clients & Strategic Partnerships……..10
iv. High-level View of Offerings ……….10
v. Juniper Research’s View: Key Strengths & Strategic Opportunities…11
2.1.2 Ciena…………11
i. Corporate …………..11
ii. Geographical Spread………..11
iii. Key Clients & Strategic Partnerships ……..11
iv. High-level View of Offerings ……….12
v. Juniper Research’s View: Key Strengths & Strategic Opportunities…12
2.1.3 Cisco Systems ………….12
i. Corporate …………..12
Table 2.1: Cisco’s Select Financial Information ($bn), 2018-2021 …. 13
ii. Geographical Spread………..13
iii. Key Clients & Strategic Partnerships ……. 13
iv. High-level View of Offerings………. 13
v. Juniper Research’s View: Key Strengths & Strategic Opportunities .. 14
2.1.4 Comba Telecom…………. 14
i. Corporate………….. 14
Table 2.2: Comba’s Select Financial Information ($m), 2018-2020…….14
ii. Geographical Spread ………. 14
iii. Key Clients & Strategic Partnerships ……. 14
iv. High-level View of Offerings………. 15
v. Juniper Research’s View: Key Strengths & Strategic Opportunities .. 15
2.1.5 CommScope …………… 15
i. Corporate………….. 15
ii. Geographical Spread ………. 16
iii. Key Clients & Strategic Partnerships ……. 16
iv. High-level View of Offerings………. 16
v. Juniper Research’s View: Key Strengths & Strategic Opportunities .. 17
2.1.6 Ericsson…………… 17
i. Corporate………….. 17
Table 2.3: Ericsson’s Select Financial Information (SEK b), 2018-2021…..17
ii. Geographical Spread ………. 17
iii. Key Clients & Strategic Partnerships ……. 18
iv. High-level View of Offerings………. 19
v. Juniper Research’s View: Key Strengths & Strategic Opportunities .. 19
2.1.7 Fujitsu………….. 20
i. Corporate………….. 20
ii. Geographical Spread ………. 20
iii. Key Clients & Strategic Partnerships ……. 20
iv. High-level View of Offerings ……….21
v. Juniper Research’s View: Key Strengths & Strategic Opportunities…21
2.1.8 Huawei………….21
i. Corporate …………..21
Table 2.4: Huawei’s Select Financial Information (m CNY), 2018-2021 … 22
ii. Geographical Spread………..22
iii. Key Clients & Strategic Partnerships ……..22
iv. High-level View of Offerings ……….22
v. Juniper Research’s View: Key Strengths & Strategic Opportunities…23
2.1.9 Intel …………..23
i. Corporate …………..23
Table 2.5: Intel’s Select Financial Information ($bn), 2018-2021…… 24
ii. Geographical Spread………..24
iii. Key Clients & Strategic Partnerships ……..24
iv. High-level View of Offerings ……….25
v. Juniper Research’s View: Key Strengths & Strategic Opportunities…25
2.1.10 Mavenir ………….25
i. Corporate …………..25
ii. Geographical Spread………..26
iii. Key Clients & Strategic Partnerships ……..26
iv. High-level View of Offerings ……….26
v. Juniper Research’s View: Key Strengths & Strategic Opportunities…27
2.1.11 NEC …………27
i. Corporate …………..27
Table 2.6: NEC’s Select Financial Information (mJPY), 2019-2021 …. 27
ii. Geographical Spread………..27
iii. Key Clients & Strategic Partnerships ……..27
iv. High-level View of Offerings ……….28
v. Juniper Research’s View: Key Strengths & Strategic Opportunities…28
2.1.12 Nokia Networks…………28
i. Corporate………….. 28
Table 2.7: Nokia’s Select Financial Information (€m), 2018-2020…..29
ii. Geographical Spread ………. 29
iii. Key Clients & Strategic Partnerships ……. 29
iv. High-level View of Offerings………. 30
v. Juniper Research’s View: Key Strengths & Strategic Opportunities .. 30
2.1.13 Qualcomm………… 31
i. Corporate………….. 31
ii. Geographical Spread ………. 31
iii. Key Clients & Strategic Partnerships ……. 31
iv. High-level View of Offerings………. 32
v. Juniper Research’s View: Key Strengths & Strategic Opportunities .. 32
2.1.14 Samsung Networks …………. 32
i. Corporate………….. 32
Table 2.8: Samsung’s Select Financial Information (KRW m), 2019-2021 ….33
ii. Geographical Spread ………. 33
iii. Key Clients & Strategic Partnerships ……. 33
iv. High-level View of Offerings………. 33
Juniper Research’s View: Key Strengths & Strategic Opportunities .. 34
2.1.15 Siemens ………… 34
i. Corporate………….. 34
ii. Geographical Spread ………. 35
iii. Key Clients & Strategic Partnerships ……. 35
iv. High-level View of Offerings………. 35
v. Juniper Research’s View: Key Strengths & Strategic Opportunities .. 35
2.1.16 Siklu…………… 36
i. Corporate………….. 36
ii. Geographical Spread ………. 36
iii. Key Clients & Strategic Partnerships ……. 36
iv. High-level View of Offerings………. 36
v. Juniper Research’s View: Key Strengths & Strategic Opportunities…37
2.1.17 Telit …………37
i. Corporate …………..37
ii. Geographical Spread………..38
iii. Key Clients & Strategic Partnerships ……..38
iv. High-level View of Offerings ……….38
v. Juniper Research’s View: Key Strengths & Strategic Opportunities…39
2.1.18 ZTE ………….39
i. Corporate …………..39
Table 2.9: ZTE’s Select Financial Information 2019-2021 (RMB billion) … 40
ii. Geographical Spread………..40
iii. Key Clients & Strategic Partnerships……..40
iv. High-level View of Offerings ……….40
v. Juniper Research’s View: Key Strengths & Strategic Opportunities…41
2.2 Juniper Research Leaderboard Assessment Methodology ……42
2.2.1 Limitations & Interpretations ………..42
Table 2.10: Juniper Research Competitor Leaderboard Scoring Criteria for 5G
Vendors …………… 43
3. Data & Forecasting
1. Market Forecast Summary
1.1 Future Market Outlook for 5G Monetisation……..3
Figure 1.1: Total 5G Connections in 2023, Split by 8 Key Regions …….3
1.2 The Addressable Market for 5G………….4
1.2.1 Total Mobile SIM Connections ……..4
Figure & Table 1.2: Global Mobile Active Subscribers (m), Split by 8 Key Regions,
2022-2027…………..4
1.2.2 Total 5G Connections………..5
Figure & Table 1.3: Global Mobile 5G Active Connections (m), 2022-2027…..5
2. Market Forecasts & Key Takeaways
2.1 Methodology & Assumptions………….7
2.1.1 Introduction…………..7
2.1.2 Pricing Model Assumptions ……..7
Figure 2.1: 5G Users & Revenue Forecast Methodology……..9
2.1.3 Total 5G Operator-billed Revenue ………..10
Figure & Table 2.2: Total 5G Operator-billed Revenue ($m) Split by 8 Key Regions,
2022-2027…………… 10
2.1.4 5G Connections by Sector ………11
Figure & Table 2.3: Mobile Enterprise 5G Active Connections (m), Split by
Consumer & Commercial, 2022-2027 ……… 11
2.1.5 5G Operator-billed Revenue by Sector……..12
Figure & Table 2.4: Total Global 5G Operator-billed Revenue ($m), Split by
Consumer & Enterprise Sector, 2022-2027 ……… 12
Table 2.5: Total Global 5G Operator-billed ARPC ($), Split by Consumer &
Enterprise, 2022-2027 …………… 12
3. IoT Market Forecasts & Key Takeaways
3.1 5G IoT Sector Analysis ………. 14
3.1.1 Methodology ………….. 14
i. Pricing Model Assumptions …….. 14
Figure 3.1: 5G Sector Analysis Forecast Methodology ……..15
3.2 5G IoT Sector Forecasts………… 16
3.2.1 5G IoT Connections ……….. 16
Figure & Table 3.2: Total Number of Enterprise 5G Connections (m) Split by 6 IoT
Sectors, 2022-2027 ………….16
3.2.2 5G Commercial IoT & Automotive ARPC……… 17
Figure & Table 3.3: 5G Commercial IoT & Automotive ARPC ($), Split by 6 Key
Enterprise Sector, 2022-2027 …………17
3.2.3 5G Commercial IoT & Automotive Revenue Forecast ……. 18
Figure & Table 3.4: Total 5G Commercial IoT & Automotive Operator-billed
Revenue ($m), Split by 6 Key Sectors, 2022-2027……..18
3.2.4 Total Data Attributable to 5G IoT……… 19
Figure & Table 3.5: Total Mobile Data Traffic Carried Over 5G Networks (PB),
Split by 8 Key Regions, 2022-2027 …………19