世界の5Gの動向と2023年までの見通し

COVID-19の流行開始以来、アジア太平洋の通信事情は大きく変化しましたが、トラフィックの主要な促進要因としてのデータと業界最大のボトルネックとしての5Gマネタイズは、依然として業界に影響を与える重要な動向です。5G企業の発展に伴い、エンハンストモバイルブロードバンド（eMBB）は当分の間、携帯電話事業者のビジネスに影響を与え続けると予想されます。

当レポートでは、世界の5G市場について調査し、市場の概要とともに、戦略的インペラティブ、2023年までの見通し、成長の機会などを提供しています。

目次

戦略的インペラティブ

• 成長がますます困難になるのはなぜか
• 戦略的インペラティブ
• 5Gの業界に対する上位3つの戦略的インペラティブの影響
• 成長の機会が成長パイプラインエンジンを加速させる

成長機会分析

• 成長促進要因
• 成長抑制要因
• 5G開発-情勢の現状
• 5Gの発展- コネクティビティとその先のコネクティビティ
• 5G開発- 収益化
• 5G開発-5G消費者収益化
• 5G開発-5Gエンタープライズ収益化
• 5G開発- プライベートネットワーク
• 5G開発- クラウド
• 5G開発- エッジコンピューティング
• 5G開発-AIと自動化
• 5G開発- セキュリティ

2023年の5Gの展望

• 2023年の5Gの見通し-動向と期待

成長の機会

• 成長の機会1：エンタープライズセグメント向けのコネクティビティを超えたソリューション
• 成長の機会2：エンタープライズセグメントのカスタマーエクスペリエンス
• 成長の機会3：コンシューマーセグメントのカスタマーエクスペリエンス

結論

Greater emphasis on customer experience and network automation by mobile operators will drive 5G development in Asia Pacific

Although the telecoms landscape in APAC has changed a lot since the onset of the COVID-19 pandemic, data as a key driver of traffic and 5G monetization as the industry's biggest bottleneck remain important trends impacting the industry. As 5G enterprise develops, enhanced mobile broadband (eMBB) is expected to continue to impact the mobile operator business for the foreseeable future. Regional mobile operators are maintaining 5G connectivity for consumers as a stable revenue source with a proven business model while they explore other growth opportunities (for example, bundling connectivity with value-added services and 5G enterprise solutions).

On its own, 5G will not convince boards. It is the transformational power of 5G converging with cloud, edge computing, and AI that will enable the next generation of innovative digital services for enterprises. Frost & Sullivan notes that not all manufacturers will opt for 5G and only a select few with bigger visions for their businesses will transform their operations with 5G. As AI holds the potential to drive the most transformative change over the next decade, it is currently holding the spotlight as a technology innovator and automation enabler; network automation, particularly, is gaining traction as a must do. Intelligence and automation leveraging AI to address local behavior, needs, and preferences will drive 5G monetization in APAC for customers.

Hyperscalers such as Amazon Web Services (AWS) and Microsoft; IT vendors such as Cisco and HPE/Aruba; and service providers such as NTT and Verizon see potential in the private 5G network space and are offering private 5G managed services integrated with Wi-Fi that leverages dashboards, workflows to automate configurations, and flexibility with core deployment (for example, the option of on-premises and cloud-based solutions). Some mobile operators are open to working with other parties on private 5G networks, but whether the regional mobile operators take this as a positive move or a threat is yet to be seen. The move beyond connectivity to only spectrum provider surely does not look enticing.

Going forward, mobile operators need to be outcome-focused and committed to bringing together the solutions needed by enterprises through strategic partnerships.

The value add that mobile operators can provide can be as much as developing the platform and recruiting ecosystem partners to as little as being the matchmaker or translator between solution maker and enterprise, assuming effort is justified. Whatever the chosen strategy, the mobile operator needs to maintain focus on it. Mobile operators also need to work with the industry to address the industry-wide talent and skills shortage and/or partner with other companies (system integrators, for example) to address gaps in skillsets and improve the customer experience for enterprises.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the 5G Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Growth Drivers
• Growth Restraints
• 5G Developments-Current State of the Landscape
• 5G Developments-Current State of the Landscape (continued)
• 5G Developments-Connectivity and Beyond Connectivity
• 5G Developments-Monetization
• 5G Developments-Monetization (continued)
• 5G Developments-5G Consumer Monetization
• 5G Developments-5G Enterprise Monetization
• 5G Developments-5G Enterprise Monetization (continued)
• 5G Developments-Private Networks
• 5G Developments-Cloud
• 5G Developments-Edge Computing
• 5G Developments-AI and Automation
• 5G Developments-Security

5G Outlook for 2023

• 5G Outlook for 2023-Trends and What to Expect

Growth Opportunity Universe

• Growth Opportunity 1: Beyond-Connectivity Solutions for the Enterprise Segment
• Growth Opportunity 1: Beyond-Connectivity Solutions for the Enterprise Segment (continued)
• Growth Opportunity 2: Customer Experience for the Enterprise Segment
• Growth Opportunity 2: Customer Experience for the Enterprise Segment (continued)
• Growth Opportunity 3: Customer Experience for the Consumer Segment
• Growth Opportunity 3: Customer Experience for the Consumer Segment (continued)

The Last Word

• Conclusions
• Recommendations
• Recommendations (continued)
• Legal Disclaimer