IoT的5G網路：市場分析 & 影響評估 (2020-2025年)

本報告研究5G技術投資，彙整區域分析並分析5G對IoT服務的影響，提供市場利害相關者策略建議、IoT市場之5G連接導入5年預測等情報。

第1章　5G：未來市場展望

• 5G：現況
  • 5G標準的主要要件
• 5G市場最新情報
• 利害相關者企業分析
  • 展開
  • 早期領導者
• 頻譜和價格最新情報
  • 頻譜銷售
  • 獲利策略

第2章　IoT中的5G與機會

• 5G對IoT的影響概要
• 價格
  • ARPC
  • 十億位元組的營運商帳單收入
• 市場分析：5G汽車
  • 自動駕駛技術
  • 技術課題
  • 策略檢討事項
  • 5G服務的未來性
  • 5G汽車價格策略
  • 未來數據需求
• 市場分析：5G數位保健
  • 保健市場的5G需求
  • 策略建議
• 市場分析：5G智慧城市
  • 5G智慧城市領導者
  • 智慧城市的5G使用
  • 限制事項
  • 策略建議
• 市場分析：5G智慧居家
  • 策略建議
• 市場分析：5G行動寬頻
  • 數據速度比較
  • 5G不會取代光纖寬頻
  • 消費者的5G寬頻利用
  • 企業的5G寬頻利用
  • 挑戰和限制事項
  • 定價策略
• 市場分析：私人網路和產業
• 策略建議

第3章　競爭情勢

• 簡介
• 供應商分析
  • 供應商評估基準
  • 5G網路供應商分析
• 限制與解釋
• 有力企業

第4章　5G & IoT：市場預測與關鍵要點

• 5G市場分析
  • 研究方法
• 5G市場分析
  • 5G連接預測
  • 5G商業IoT & 汽車ARPC
  • 5G商業IoT & 汽車收益預測；其他

Overview

Juniper Research's latest ‘5G Networks in IoT’ research provides insights on the investment in 5G technologies, including regional analysis and 5G's impact on IoT services. It includes strategic recommendations for market stakeholders, aligned with 5-year forecasts for the adoption of 5G connectivity in the IoT space for the period 2020-2025.

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 are provided for:

• Commercial Applications
  • Enterprise Mobile Broadband
  • Automotive
  • Smart Homes
  • Smart Cities
  • Healthcare
  • Augmented Reality & Virtual Reality

This research suite includes:

• Market Trends & Opportunities (PDF)
• 5-year Deep Dive Data & Forecasting (PDF)
• 12 months' Access to harvest Online Data Platform

Key Features

• IoT Sector Analysis: An evaluation of ARPU/ARPC strategies, key market drivers, technological challenges and strategic recommendations for stakeholders across key market verticals, including:
  • Automotive
  • Digital Health Wearables
  • Mobile Broadband
  • Smart Cities
  • Smart Homes
  • Augmented Reality & Virtual Reality

• Benchmark Industry Forecasts: Provided for adoption, connections, operator billed revenue and data attributable to 5G connections for 8 global regions and key countries including:
  • Canada
  • China
  • Germany
  • Japan
  • South Korea
  • UK
  • US

• Juniper Research Leaderboard: Key player capability and capacity assessment of 17 leading 5G technology vendors, including:
  • Ciena
  • CBNL
  • Cisco Systems
  • CommScope
  • Ericsson
  • Fujitsu
  • Huawei
  • Intel
  • Mavenir
  • NEC
  • Nokia Networks
  • Qualcomm
  • Samsung Networks
  • Syniverse
  • Telit
  • Vodafone
  • ZTE

Key Questions

• 1. How will 5G enhance the IoT?

• 2. What strategies are operators implementing to secure a return on their 5G investment?

• 3. How many 5G connections will be in use in the IoT space globally by 2025?

• 4. What steps can operators take to maximise future 5G IoT revenue?

• 5. Which IoT sectors are primed for disruption from 5G networks?

Companies Referenced

• Interviewed: CommScope, GSMA, Samsung, Syniverse, Telit, Vodafone.

• Included in Juniper Research Leaderboard: CBNL, Ciena, Cisco Systems, CommScope, Ericsson, Fujitsu, Huawei, Intel, Mavenir, NEC, Nokia, Qualcomm, Samsung, Syniverse, Telit, Vodafone, ZTE.

• Mentioned: 1&1 Drillisch, 3GPP, 5GAA (5G Automotive Association), Alphabet, Amazon, America Movil, Apple, Arqiva, AT&T, Audi, Bharti Airtel, BMW, BT, Citroen, Deutsche Telekom, DLink, EE, Etisalat Group, FCC (Federal Communication Commission), Ford, Honda, IBM, KDDI, Kia, Korea Telecom, LG U+, Mercedes, Microsoft, National Communications Authority, Netflix, NTT DOCOMO, Ooredoo, Peugeot, SK Telecom, SoftBank, Sprint, Swisscom, Telia, Telkomsel, Telstra, Telus, Tesla, Three, TIM, Toyota, Verizon, Volkswagen, WHOOP, Zain.

Data & Interactive Forecast

Juniper Research's latest ‘5G Networks in IoT’ forecast suite includes:

• 5-year benchmark forecasts for key metrics by 8 key regions and 7 country-level splits including:
  • Canada
  • China
  • Germany
  • Japan
  • South Korea
  • UK
  • US

• 5G Connections, ARPC and Operator Billed Service Revenue, split by segment:
  • Consumer Applications
  • Commercial Applications

• 5G Connections, ARPC and Operator Billed Service Revenue, split by key verticals:
  • Automotive
  • Mobile Broadband
  • Smart Cities
  • Smart Homes
  • Augmented Reality & Virtual Reality
  • Digital Health Wearables

• Access to the full set of forecast data of 90 tables and over 8,000 datapoints.

• Interactive Excel Scenario tool allowing users the ability to manipulate Juniper Research's data for different metrics.

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.

Table of Contents

1. 5G: Future Market Outlook

• 1.1 5G: The Current Market
  • 1.1.1 The 5G Standard Key Requisites
    • Table 1.2: Initial 5G Requisites & Anticipated Network Conditions
    • i. High Data Rates
    • ii. Latency Requirements
    • iii. Spectrum Efficiency
    • iv. Energy Consumption & Battery Life
    • v. Roaming Requirements

• 1.2 5G Market Update

• 1.3 Stakeholder Player Analysis
  • 1.3.1 Rollout
  • 1.3.2 Early Leaders
    • Figure 1.3: Global State of 5G Launches: December 2019

• 1.4 Spectrum & Pricing Update
  • 1.4.1 Spectrum Sales
  • 1.4.2 Monetisation Strategies
    • i. Pricing Models
      • Figure 1.4: Global Monthly Consumer & Enterprise ARPC ($) 2019-2025
    • ii. Evolving Connectivity
      • Figure 1.5: Total Mobile Data Traffic Carried on 5G Networks (PB) Split by 8 Key Regions 2020 & 2025
    • iii. Virtualisation & Cost Control

2. 5G & Opportunities in the IoT

• 2.1. Overview of 5G's Impact on the IoT
  • Figure 3.1: Total Connected IoT Units (m) Split by 8 Key Regions 2018-2023
  • i.Interoperability
  • ii.Other Technical Considerations
  • iii. Other Development Considerations

• 2.2 Pricing
  • 2.2.1 ARPC
    • Figure 3.2: 5G Commercial IoT & Automotive ARPC ($) 2019-2025
  • 2.2.2 Operator Billed Revenue Per Gigabyte
    • Figure 3.3: Average Operator Billed Revenues per GB of 5G ($), Split by 7 Select 5G IoT Segements 2019-2025

• 2.3 Sector Analysis: 5G Automotive
  • 2.3.1 Self-Driving Technology
  • 2.3.2 Technical Challenges to Automotive 5G
  • 2.3.3 5G Automotive: Strategic Considerations
  • 2.3.4 Futureproofing 5G Services
  • 2.3.5 5G Automotive Pricing Strategies
    • Figure 3.4: 5G Automotive Forecasts ARPC ($) & Total Connectivity Enablement Revenues ($m) 2020-2025
    • Figure 3.5: Total Number of Vehicles that Use a 5G Connection (m), Split by 8 Key Regions 2020-2025
  • 2.3.6 Future Data Needs

• 2.4 Sector Analysis: 5G Digital Health
  • 2.4.1 The Demand for 5G in the Health Sector
  • 2.4.2 5G Digital Health: Strategic Recommendations
    • Table 3.6: Healthcare Problems & Digital Solutions

• 2.5 Sector Analysis: 5G Smart Cities
  • 2.5.1 Leaders in 5G Smart Cities
  • 2.5.2. 5G's Use in Smart Citites
  • 2.5.3 Limitations on 5G in Smart Cities
  • 2.5.4 5G Smart Cities: Strategic Recommendations
    • Figure 3.7: Financial Value of Smart Cities

• 2.6 Sector Analysis: 5G Smart Homes
  • 2.6.1 5G Smart Homes: Strategic Recommendations
  • Figure 3.8: Total Number of Households that Use Smart Home Automation/Monitoring Services (m) 2019-2025

• 2.7 Sector Analysis: 5G Mobile Broadband
  • 2.7.1 Comparison of Data Speeds
  • 2.7.2 5G will not be a Substitute Fibre Broadband
    • Figure 3.9: Total 5G Consumer Broadband Data Usage (PB) Split by 8 Key Regions 2019-2025
  • 2.7.3 Consumer 5G Broadband Use
  • 2.7.4 Enterprise 5G Broadband Use
  • 2.7.5 Challenges & Limitations
  • 2.7.6 5G Mobile Broadband Pricing Strategies
    • Figure 3.10: Consumer 5G Mobile Broadband Connection ARPC ($) Split by 8 Key Regions 2019-2025
    • Figure 3.11: Enterprise 5G Mobile Broadband Connection ARPC ($) Split by 8 Key Regions 2019-2025

• 2.8 Sector Analysis: Private Networks & Industry

• 2.9 Overarching Strategic Recommendations

3. 5G: The Competitive Landscape

• 3.1 Introduction

• 3.2 Vendor Analysis
  • 3.2.1 Vendor Assessment Criteria
    • Table 4.1: 5G Network Vendor Capability Assessement Criteria
    • Figure 4.2: Juniper Research Leaderboard for 5G Network Vendors
    • Table 4.3: Juniper Research Heatmap Results - Network Vendors
  • 3.2.2 5G Network Vendor Analysis
    • i. Established Leaders
    • ii. Leading Challengers
    • iii. Disruptors & Emulators

• 3.3 Limitations & Interpretations

• 3.4 5G Movers & Shakers
  • Table 4.3: Juniper Research Heatmap Results

4. 5G & the IoT: Market Forecasts & Key Takeaways

• 4.1 5G Sector Analysis
  • 4.1.1 Methodology
    • i. Pricing Model Assumptions
      • Figure 3.1: 5G Sector Analysis Forecast Methodology

• 4.2 5G Sector Analysis
  • 4.2.1 5G Connections Forecast
    • Figure & Table 3.2: Total Number of 5G Connections (m) Split by 6 IoT Sectors 2019-2025
  • 4.2.2 5G Commercial IoT & Automotive ARPC
    • Figure & Table 3.3: 5G Commercial IoT & Automotive ARPC ($) Split by 6 IoT Segments 2019-2025
  • 4.2.3 5G Commercial IoT & Automotive Revenue Forecast
    • Figure & Table 3.4: Total Operator Billed 5G Commercial IoT & Automotive Revenue ($m) Split by 6 IoT Sectors 2019-2025
  • 4.2.4 Total Data Attributable to 5G IoT Connections
    • Figure & Table 3.5: Total Mobile Data Traffic Carried Over 5G Networks (PB) Split by Six IoT Sectors 2019-2025