Research Spotlight:

5G and Macroeconomics

The 5G and Macroeconomics Research Spotlight provides access to all research related to this topic. This Spotlight includes:

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Included Research

Table of Contents

Introduction: 5G in the Enterprise Domain

Recommendations

Mobile Network Operators
Network Infrastructure vendors
Hyperscalers
System Integrators

Current Macroeconomic Conditions and Their Impact on the Global Economic Activity

Aftermath of the COVID-19 Pandemic
Soaring Prices for Energy and Production
Changing Enterprise Demands in Response to New Macroeconomic Conditions

The Impact of 5G on Global Economic Activity

Automation
Quality Improvements
5G Capabilities toward Environmental, Social, and Governance (ESG)

Market Forecasts

Methodology and Assumptions

Current Providers of Enterprise Cellular Solutions

Mobile Network Operators
Network Infrastructure Vendors
Hyperscalers
System Integrators
Critical Questions Answered
  • How can 5G connectivity help enterprises tackle the global trend of a manual labor shortage?
  • How can the deployment of (private) 5G connectivity help increase enterprises’ efficiency and quality?
  • How much additional revenue can enterprises realize by deploying 5G connectivity?
  • What do infrastructure vendors, system integrators, and hyperscalers need to deliver to accelerate the adoption of enterprise 5G?
Research Highlights
  • Detailed forecast of the 5G contribution to the global GDP by vertical.
  • Detailed analysis of 5G use case categories of automation, quality increase, and efficiency enhancement, and their contribution to the global GDP.
  • Thorough forecast of the impact of automation, efficiency enhancement, and quality improvements on different enterprise verticals.
  • Thorough analysis of current macroeconomic conditions and how 5G can help enterprises weather the storm.
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5G Contribution to Global Economic Activity
Market Data | 2Q 2023 | MD-5GDP-101
Datasets
  1. 5G Contribution to Global Economic Activity Revenue
Tables
  1. Contribution of 5G to Global Productivity by Vertical, World Markets: 2022 to 2030
  2. Contribution of 5G to Global Productivity by Cross-Vertical Use Case Category, World Markets: 2022 to 2030
  3. Contribution of 5G to Global Productivity - Agriculture, World Markets: 2022 to 2030
  4. Contribution of 5G to Global Productivity - Energy Generation, World Markets: 2022 to 2030
  5. Contribution of 5G to Global Productivity - Financial Services, World Markets: 2022 to 2030
  6. Contribution of 5G to Global Productivity - Healthcare, World Markets: 2022 to 2030
  7. Contribution of 5G to Global Productivity - Logistics, World Markets: 2022 to 2030
  8. Contribution of 5G to Global Productivity - Manufacturing, World Markets: 2022 to 2030
  9. Contribution of 5G to Global Productivity - Retail, World Markets: 2022 to 2030
  10. Contribution of 5G to Global Productivity - Stadiums & Event Locations, World Markets: 2022 to 2030
  11. Contribution of 5G to Global Productivity - Transportation, World Markets: 2022 to 2030
Critical Questions Answered
  • Which vertical will benefit the most from 5G deployments?
  • How can 5G connectivity help enterprises tackle the global trend of manual labor shortages?
  • How can the deployment of (private) 5G connectivity help increase enterprises’ efficiency and quality?
  • How much additional revenue can enterprises realize by deploying 5G connectivity?
Research Highlights
  • Detailed forecast of the 5G contribution to the global Gross Domestic Product (GDP) by vertical.
  • Detailed analysis of 5G use case categories automation, quality increases, and efficiency enhancements, and their contribution to the global GDP.
  • Thorough forecast of the impact of automation, efficiency enhancement, and quality improvements on different enterprise verticals.
full contents...
Table of Contents

1. EXECUTIVE SUMMARY

2. AUSTRALIA

2.1. INTRODUCTION
2.2. CELLULAR LANDSCAPE
2.3. CURRENT 4G AND 5G LICENSED ALLOCATIONS
2.4. REGULATORY OUTLOOK
2.5. INFRASTRUCTURE DEVELOPMENTS
2.6. SUMMARY & CONCLUSIONS

3. CHINA

3.1. INTRODUCTION
3.2. CELLULAR LANDSCAPE
3.3. CURRENT 4G AND 5G LICENSED ALLOCATIONS
3.4. REGULATORY OUTLOOK
3.5. INFRASTRUCTURE DEVELOPMENT
3.6. SUMMARY & CONCLUSIONS

4. INDIA

4.1. INTRODUCTION
4.2. CELLULAR LANDSCAPE
4.3. CURRENT 4G AND 5G LICENSED ALLOCATIONS
4.4. REGULATORY OUTLOOK
4.5. INFRASTRUCTURE DEVELOPMENT
4.6. SUMMARY & CONCLUSIONS

5. JAPAN

5.1. INTRODUCTION
5.2. CELLULAR LANDSCAPE
5.3. CURRENT 4G AND 5G LICENSED ALLOCATIONS
5.4. REGULATORY OUTLOOK
5.5. INFRASTRUCTURE DEVELOPMENTS
5.6. SUMMARY & CONCLUSIONS

6. SINGAPORE

6.1. INTRODUCTION
6.2. CELLULAR LANDSCAPE
6.3. CURRENT 4G AND 5G LICENSED ALLOCATIONS
6.4. REGULATORY OUTLOOK
6.5. INFRASTRUCTURE DEVELOPMENT
6.6. SUMMARY & CONCLUSIONS

7. SOUTH KOREA

7.1. INTRODUCTION
7.1.1. REGULATORY INTRODUCTION
7.2. CELLULAR LANDSCAPE
7.3. CURRENT 4G AND 5G LICENSED ALLOCATIONS
7.4. REGULATORY OUTLOOK
7.5. INFRASTRUCTURE DEVELOPMENT
7.6. SUMMARY & CONCLUSIONS

8. THAILAND

8.1. INTRODUCTION
8.2. COMPETITION OVERVIEW
8.3. CURRENT 4G AND 5G LICENSED ALLOCATIONS
8.4. REGULATORY OUTLOOK
8.5. INFRASTRUCTURE DEVELOPMENTS
8.6. SUMMARY & CONCLUSIONS

9. VIETNAM

9.1. INTRODUCTION
9.2. CELLULAR LANDSCAPE
9.3. CURRENT 4G & 5G LICENSED ALLOCATIONS
9.4. REGULATORY OUTLOOK
9.5. INFRASTRUCTURE DEVELOPMENT
9.6. SUMMARY & CONCLUSIONS

10. ASIA-PACIFIC INFRASTRUCTURE TRENDS AND DIRECTIONS

10.1. RADIO ACCESS NETWORK
10.2. CORE NETWORK
10.3. BACKHAUL
10.4. 5G-ADVANCED
10.5. POSITIONING FOR 6G
10.6. SUMMARY & CONCLUSIONS
Critical Questions Answered
  • How are the different countries in Asia-Pacific faring with their 5G regulatory outlook and infrastructure deployments?
  • Who are the active players in deploying 5G technology across Asia-Pacific?
  • What is the status quo for 5G RAN, core network, and backhaul in Asia-Pacific?
Research Highlights
  • Australia, China, India, Japan, Singapore, South Korea, Thailand, and Vietnam 5G cellular landscape analyses.
  • RAN, core network, and backhaul Capital Expenditure (CAPEX) forecasts by country.
  • Average Revenue Per user (ARPU) for 2020 and 2021 by country.
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Table of Contents

Key Takeaways

Macroeconomic Impacts on 5G Investment Decision

CAPEX Slowdown and Flat Revenue in the Short Term

Impacts on 6G R&D

COVID-19 Caused Delays in Mobile Network Development

Disruptions from Geopolitics

Recommendations 

Critical Questions Answered
  • What will happen to 5G network deployment with macroeconomic uncertainties, e.g., hyperinflation, energy prices going up, and interest rate/currency volatility?
  • How will a recession impact 6G Research and Development (R&D)?
  • What’s the outcome from geopolitical disruptions?
Research Highlights
  • Short-term projections for mobile operators’ Capital Expenditure (CAPEX) and service revenue (the total of the top 30 countries).
  • Strategic recommendations for industrial players.
  • Analysis of key issues on mobile network investments due to macroeconomic uncertainties.
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Table of Contents

Key Takeaways

How are Macroeconomic Conditions Impacting Stakeholders?

Changing Enterprise Demand

Rising Cost of Production

Social and Environmental Pressure

Global Supply Chain Disruption

Critical Questions Answered
  • How should stakeholders react to the increasing cost of production?
  • How can stakeholders build additional resiliency into their “edge-to-cloud” supply chains?
  • What should operators do to mitigate social and environmental pressures?
Research Highlights
  • Projection of data center proportion of global energy consumption (2021 to 2030) without operator sustainability strategies.
  • Strategic recommendations to build stakeholder business and operating resiliency.
  • Stakeholder macroeconomic strategies broken down by Return on Investment (ROI) time span (short versus long term).
full contents...
The End of the 5G Deployment Row? Malaysia Decides to Adopt a Dual Network Model for 5G Rollout in the Country
Insight | 2Q 2023 | IN-6948
Departing from the previous government’s plans to deploy 5G through a Single Wholesale Network (SWN) for the country, the new Malaysian government has announced that it will adopt a dual infrastructure-based 5G carrier model starting next year. While this move seemingly benefits the nation in its 5G rollout efforts, it has also sparked concerns from the United States and its Western allies over the country’s willingness to consider Huawei as a potential vendor to build the nation’s second 5G network. This ABI Insight takes a deeper look at the possible implications of this announcement for Malaysian consumers, Communication Service Providers (CSPs), and networking equipment vendors.
Philippines: The Future 5G Growth Market in ASEAN
Insight | 2Q 2023 | IN-6918
Communication Service Providers (CSPs) in the Philippines continue rolling out and investing in their 5G networks. Where does the country stand compared to its Association of Southeast Asian Nations (ASEAN) peers? And what strategies are the government and CSPs looking to adopt to see further 5G adoption and success?
Singapore: Market Updates and the 5G Enterprise Growth Tailwinds
Insight | 1Q 2023 | IN-6867
Strong support from Singapore’s statutory board, strategic industry partnerships, and active Singapore MNOs looks set to fuel the growth of enterprise 5G in Singapore.