Date: 13 December, 2018 - Blog
The launch of 5G is imminent in the United States, South Korea, China and Japan, from 2019. Later in Europe. The 5G will be more than 100 times faster than the 4G with a latency divided by 50. According to Ericsson, the 5G will cover 40% of the world population in 2024. China will account for 40% of global connections of 5G. The 5G network will be densified locally with mini-stations, named small cells.
The beneficiary sectors will be: Internet of Things, Smart Grid, Smart Cities, Smart Home, Connected / Autonomous Cars, Health, Automation / Robotics, Augmented Reality, Virtual Reality, Streaming TV, Mobile Games.
Internet of Things: Cisco estimates that 50 billion objects will be connected in 2020 and 1,000 billion in 2022. Autonomous cars: Google’s autonomous car collects 1 gigabyte of sensor data per second. Intel estimates that an autonomous car will use 4,000 gigabytes of data per day. This will be possible with 5G. Augmented and virtual reality: possible with 5G: 1) latency time goes from 50 milliseconds to less than 1 millisecond, 2) connection improvement: 5G translates to 1 million connections per square kilometer (1’000 connections with the 4G), 3) the traffic capacity will be 100 times higher, 4) the bandwidth will be improved more than 50 times.
Chinese telecom operators are expected to invest $280 billion between 2020 and 2030 with a target of 430 million 5G connections in 2025. US telecoms operators are expected to invest $300 billion for 5G. The main telecommunications equipment suppliers are Huawei, Nokia, Ericsson and ZTE.
5G represents an opportunity for mobile operators, telecom equipment manufacturers and chip makers. By 2025, China will account for 40% of 5G connections. But the technological and geopolitical war between the United States and China could lead to two non-compatible standards, the United States/allies vs. China/allies. In the name of national security, the United States, Australia and New Zealand have excluded Chinese telecom equipment manufacturers like Huawei and ZTE. Japan, Germany, Italy, Canada and Italy have already invested with Chinese partners, but they should now limit Chinese companies in the deployment of 5G.
We would first play 5G in the United States, then we would focus on China, and later in Europe whose commercial development is expected to 2020-2022.
- 5G will a major theme for 2019
