5G – Thematic Intelligence

Powered by

All the vital news, analysis, and commentary curated by our industry experts.

5G Thematic Report Overview

At the end of 2022, around 1.7 billion people had a 5G mobile subscription, accounting for more than 17% of total mobile subscriptions worldwide. Additionally, the figure is anticipated to increase significantly by 2027. There are signs that 5G is gaining traction, and enterprises are more willing to consider 5G as a primary access service. However, 5G still needs a compelling use case for the mass market. 5G has not yet taken off as many network operators had hoped, and the technology still needs a strong, mass-market business-to-consumer (B2C) use case beyond fixed wireless access (FWA).

The 5G thematic intelligence report provides the key trends impacting the growth of the 5G theme over the next 12 to 24 months. The report also includes a comprehensive industry analysis, including forecasts for 5G subscriptions, penetration, and service revenue to 2027.

5G-Key Trends

The main trends shaping the 5G industry are classified into three categories: technology trends, macroeconomic trends, and regulatory trends.

  • Technology trends: The key technology trends impacting the 5G theme are fixed wireless access (FWA), standalone 5G, 5G spectrum auctions, private 5G networks, network virtualization and containerization, network slicing, massive MIMO, edge computing, network densification and the move to virtual RAN, small cells, and the impact of chinese equipment bans.
  • Macroeconomic trends: The key macroeconomic trends explained in the report are a challenging macroeconomic environment, M&A, and trade war between the US and China.
  • Regulatory trends: Spectrum auctions, concerns over radiation levels, mobile infrastructure sharing, and frameworks for 5G cybersecurity are a part of the regulatory trends impacting the 5G theme.

5G – Industry Analysis

The 5G market is anticipated to expand at a growth rate of more than 47% during the period 2022-2027. Subscriber growth will accelerate in the coming years, supported by increased spectrum availability and operator investment in network rollouts. The availability of affordable handsets will be key to driving adoption, particularly considering economic headwinds caused by rising inflation that will affect consumers’ disposable income. In the future, the development of the IoT industry, particularly in sectors such as healthcare, smart cities, and industrial automation, will help support 5G growth.

The 5G industry thematic intelligence report also covers:

  • Mergers and acquisitions
  • Patent trends
  • Company filings trends
  • Hiring trends
  • Timeline

Global Subscription, by Geographic Region, 2019-2027 ($Billion)

Global Subscription, by Geographic Region, 2019-2027 ($Billion)For more insights into the global 5G subscription forecasts, download a free report sample

Leading Operators

  • AT&T
  • BT
  • China Mobile
  • China Telecom
  • China Unicom
  • Deutsche Telekom
  • KDDI
  • KT
  • LG
  • NTT DoCoMo
  • Rakuten Group
  • SK Telecom
  • Softbank
  • Telefónica
  • T-Mobile US
  • Verizon
  • Vodafone

Leading Infrastructure Suppliers

  • Apple
  • Ericsson
  • Huawei
  • Intel
  • Nokia
  • Qualcomm
  • Samsung Electronics
  • ZTE

To know more about the leading operators and infrastructure suppliers in the 5G theme, download a free report sample

Telecom Services Sector Scorecard

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecard has three screens: a thematic screen, a valuation screen, and a risk screen.

  • The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
  • The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
  • The risk screen ranks companies within a particular sector based on overall investment risk.

Telecom Services Sector Scorecard

Telecom Services Sector Scorecard

To know more about sector scorecards, download a free report sample

 Other sector scorecards provide in the report:

  • Telecom infrastructure sector scorecard

5G Market Report Overview

Report Pages 53
Regions Covered Global
Market Growth Rate (2022-2027) >47%
Leading Operators AT&T, BT, China Mobile, China Telecom, China Unicom, Deutsche Telekom, KDDI, KT, LG, NTT DoCoMo, Rakuten Group, SK Telecom, Softbank, Telefónica, T-Mobile US, Verizon, and Vodafone
Leading Infrastructure Suppliers Apple, Ericsson, Huawei, Intel, Nokia, Qualcomm, Samsung Electronics, and ZTE



  • This report provides an overview of the 5G theme.
  • It identifies the key trends impacting growth of the theme over the next 12 to 24 months, split into three categories: technology trends, macroeconomic trends, and regulatory trends.
  • It includes a comprehensive industry analysis, including forecasts for 5G subscriptions, penetration, and service revenue to 2027.
  • The overview of 5G’s capabilities includes use cases for both consumers and enterprises.

Reasons to Buy

  • 5G will be one of the most disruptive technology themes of the next decade. This report is a clear, concise guide to 5G, including an overview of its key capabilities and details of the companies that are leading the way.

3 UK
China Broadcasting
China Mobile
China Telecom
China Unicorn
Dish Networks
LG Uplus
O2 Germany
Rakuten Mobile
Samsung Electronics
SK Telecom
Softbank Japan
T-Mobile Germany
T-Mobile US
Virgina Media O2
Vodafone Germany
Vodafone UK

Table of Contents

  • 1. Executive Summary

    • 1.1. Inside
    • 1.2. Related reports
    • 1.3. Report type

  • 2. Players
  • 3. Technology Briefing

    • 3.1. 5G is the fifth generation of cellular technology
    • 3.2. The 5G network
    • 3.3. Mobile network operator deployments

  • 4. Trends

    • 4.1. Technology trends
    • 4.2. Macroeconomic trends
    • 4.3. Regulatory trends

  • 5. Industry Analysis

    • 5.1. Market size and growth forecasts

      • 5.1.1. Mobile 5G subscription evolution
      • 5.1.2. Mobile 5G revenue evolution

    • 5.2. Mergers and acquisitions
    • 5.3. Patent trends
    • 5.4. Company filings trends
    • 5.5. Hiring trends
    • 5.6. Timeline

  • 6. 5G Capabilities and Use Cases

    • 6.1.1. Enhanced mobile broadband (eMBB)
    • 6.1.2. Ultra-reliable and low latency communications (URLLC)
    • 6.1.3. Massive machine-type communications (mMTC)

  • 6.2. The eight fundamental capabilities of 5G
  • 6.3. Consumer use cases
  • 6.4. Enterprise use cases
  • 7. Companies

  • 7.1. Operators
  • 7.2. Infrastructure suppliers
  • 8. Sector Scorecards

  • 8.1. Telecom services sector scorecard

    • 8.1.1. Who’s who
    • 8.1.2. Thematic screen
    • 8.1.3. Valuation screen
    • 8.1.4. Risk screen

  • 8.2. Telecom infrastructure sector scorecard

    • 8.2.1. Who’s who
    • 8.2.2. Thematic screen
    • 8.2.3. Valuation screen
    • 8.2.4. Risk screen

  • 9. Glossary
  • 10. Further Reading

  • 10.1. GlobalData reports
  • 11. Our Thematic Research Methodology

  • 11.1. Viewing the world’s data by themes makes it easier to make important decisions
  • 11.2. Traditional research does a poor job of picking winners and losers
  • 11.3. That is why we developed our thematic engine
  • 11.4. How do we create our sector scorecards?
  • 11.5. What is in our sector scorecards?
  • 11.6. How do we score companies in our thematic screen?
  • 11.7. How do our research reports fit into our overall thematic research ecosystem?
  • 12. About GlobalData
  • 13. Contact Us

Frequently asked questions

5G – Thematic Intelligence thematic reports
Currency USD

Can be used by individual purchaser only


Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

Undecided about purchasing this report?

Enquire Before Buying Request a Free Sample

Get in touch to find out about multi-purchase discounts

Tel +44 20 7947 2745

Every customer’s requirement is unique. With over 220,000 construction projects tracked, we can create a tailored dataset for you based on the types of projects you are looking for. Please get in touch with your specific requirements and we can send you a quote.

Sample Report

5G – Thematic Intelligence was curated by the best experts in the industry and we are confident about its unique quality. However, we want you to make the most beneficial decision for your business, so we offer free sample pages to help you:

  • Assess the relevance of the report
  • Evaluate the quality of the report
  • Justify the cost

Download your copy of the sample report and make an informed decision about whether the full report will provide you with the insights and information you need.

Below is a sample report to understand what you are buying

See what our customers are saying

“The GlobalData platform is our go-to tool for intelligence services. GlobalData provides an easy way to access comprehensive intelligence data around multiple sectors, which essentially makes it a one-for-all intelligence platform, for tendering and approaching customers.

GlobalData is very customer orientated, with a high degree of personalised services, which benefits everyday use. The highly detailed project intelligence and forecast reports can be utilised across multiple departments and workflow scopes, from operational to strategic level, and often support strategic decisions. GlobalData Analytics and visualisation solutions has contributed positively when preparing management presentations and strategic papers.”

Business Intelligence & Marketing Manager, SAL Heavy Lift

“COVID-19 has caused significant interference to our business and the COVID-19 intelligence from GlobalData has helped us reach better decisions around strategy. These two highlights have helped enormously to understand the projections into the future concerning our business units, we also utilise the project database to source new projects for Liebherr-Werk to use as an additional source to pitch for new business.”

Market Analyst & Management, Liebherr-Werk

Your daily news has saved me a lot of time and keeps me up-to-date with what is happening in the market, I like that you almost always have a link to the source origin. We also use your market data in our Strategic Business Process to support our business decisions. By having everything in one place on the Intelligence Center it has saved me a lot of time versus looking on different sources, the alert function also helps with this.

Head of Key Accounts, Saab AB

Having used several other market research companies, I find that GlobalData manages to provide that ‘difficult-to-get’ market data that others can’t, as well as very diverse and complete consumer surveys.

Marketing Intelligence Manager, Portugal Foods

Our experience with GlobalData has been very good, from the platform itself to the people. I find that the analysts and the account team have a high level of customer focus and responsiveness and therefore I can always rely on. The platform is more holistic than other providers. It is convenient and almost like a one stop shop. The pricing suite is highly competitive and value for our organisation.

I like reports that inform new segments such as the analysis on generation Z, millennials, the impact of COVID 19 to our banking customers and their new channel habits. Secondly the specialist insight on affluent sector significantly increases our understanding about this group of customers. The combination of those give us depth and breadth of the evolving market.

I’m in the business of answering and helping people make decisions so with the intelligence center I can do that, effectively and efficiently. I can share quickly key insights that answer and satisfy our country stakeholders by giving them many quality studies and primary research about competitive landscape beyond the outlook of our bank. It helps me be seen as an advisory partner and that makes a big difference. A big benefit of our subscription is that no one holds the whole data and because it allows so many people, so many different parts of our organisation have access, it enables all teams to have the same level of knowledge and decision support.

Head of Customer Insight and Research, Standard Chartered

“I know that I can always rely on Globaldata’s work when I’m searching for the right consumer and market insights. I use Globaldata insights to understand the changing market & consumer landscape and help create better taste & wellbeing solutions for our customers in food, beverage and healthcare industries.

Globaldata has the right data and the reports are of very high quality compared to your competitors. Globaldata not only has overall market sizes & consumer insights on food & beverages but also provides insights at the ingredient & flavour level. That is key for B2B companies like Givaudan. This way we understand our customers’ business and also gain insight to our unique industry”

Head of Consumer Sensory Insights, Givaudan

GlobalData provides a great range of information and reports on various sectors that is highly relevant, timely, easy to access and utilise.  The reports and data dashboards help engagement with clients; they provide valuable industry and market insights that can enrich client conversations and can help in the shaping of value propositions. Moreover, using GlobalData products has helped increase my knowledge of the finance sector, the players within it, and the general threats and opportunities.

I find the consumer surveys that are carried out to be extremely beneficial and not something I have seen anywhere else. They provided an insightful view of why and which consumers take (or don’t) particular financial products. This can help shape conversations with clients to ensure they make the right strategic decisions for their business.

One of the challenges I have found is that data in the payments space is often piecemeal. With GD all of the data I need is in one place, but it also comes with additional market reports that provide useful extra context and information. Having the ability to set-up alerts on relevant movements in the industry, be it competitors or customers, and have them emailed directly to me, ensures I get early sight of industry activity and don’t have to search for news.

Senior Account Manager, TSYS
Go even deeper with GlobalData Intelligence Center

Every Company Report we produce is powered by the GlobalData Intelligence Center.

Subscribing to our intelligence platform means you can monitor developments at 5G – Thematic Intelligence in real time.

  • Access a live 5G – Thematic Intelligence dashboard for 12 months, with up-to-the-minute insights.
  • Fuel your decision making with real-time deal coverage and media activity.
  • Turn insights on financials, deals, products and pipelines into powerful agents of commercial advantage.