The Forthcoming 5G Revolution
Although 5G is itself evolutionary in nature, with many of the concepts already being developed during this 4G era, the fact that it is set to coincide with the growth of the Internet of Things (IoT) and machine-to-machine chatter is set to make it revolutionary.
In this report, analyst Pelham Smithers provides us with a fascinating and detailed roadmap to 5G. Taking readers through the various stages of network development, he explains what 5G is and how it might be delivered. A number of interesting points that come up include whether there will be a need for landlines at all; in markets where spectrum is up for auction, we could see a range of suppliers appearing, helping corporates looking to go asset-light.
Identifying winners and losers at this stage is something of a fool’s errand, because the companies may not even exist, let alone have a sufficient market presence to provide an investment opportunity. However, several big name Japanese firms look well placed to benefit from the move to 5G: these are SoftBank (9984), Murata (6981), KDDi (9433) and TDK (6762), plus some niche players such as IIJ (3774) and Hearts United (3676).
Contents
Background: The Evolution of Wireless (Page 3)
Wi-Fi Calling (Page 3)
What is “5G”? (Page 4)
Three Important Dates Relevant to the 5G Standardization Issue (Page 5)
The Path to 5G (Page 6)
Download Speeds in the Smithers Household (Page 6)
The Wider View of 5G – Machines Talking to Machines (Page 7)
How Does the 5G Grocery Shopping World Differ? (Page 8)
The Futuristic Fridge (Page 8)
Excel Map of Theoretical Inner City with District Designations (Page 9)
Map Adjusted for Quality of 3G / 4G Mobile Coverage (Page 9)
Map Adjusted to Include Wi-Fi (Page 10)
Map Adjusted to Include Fibre (Page 11)
The Implications of Wireless / Wi-Fi Convergence (Page 12)
Potential Suppliers of 5G Services (Page 12)
5G in Practice – Sooner than you Think? (Page 13)
Timing of Data Service Gestation (Page 14)
Overlaying a SDN onto the 5G Network (Page 15)
4G Capex is Set to be Much Lower than 3G Capex (Page 15)
Japanese Beneficiaries of the 5G Revolution (Page 16)
Telecom Companies (Page 16)
Solution Providers (Page 16)
Exciting Possibilities for Big Data, AI and XaaS (Page 17)
Equipment Makers (Page 19)
Handset / Controller Supply Chain (Page 20)
5G – a Universal Remote (Page 20)
RF Filters (Page 20)
Batteries (Page 21)
Conclusion (Page 22)
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.