5G – Thematic Intelligence

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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

 

Scope

  • 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
Altiostar
Apple
Arm
AT&T
Broadcom
BT
China Broadcasting
China Mobile
China Telecom
China Unicorn
Cisco
Dell
Dish Networks
Ericsson
Google
Huawei
IBM
Intel
KDDI
KT
LG Uplus
Mavenir
MediaTek
Microsoft
Nokia
NTT DoCoMo
Nutanix
O2 Germany
Oppo
Qualcomm
Rakuten Mobile
Samsung Electronics
SK Telecom
Softbank Japan
T-Mobile Germany
T-Mobile US
Unisoc
Verizon
Virgina Media O2
Vivo
VMware
Vodafone Germany
Vodafone UK
Xiaomi
ZTE

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

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