5G: Use Cases, Hurdles and Opportunity

The 20,000 Foot View:             promises to be the next big step change both in telco business models and the digital content economy. The arrival of            will supercharge the business models of many companies across infrastructure and services but the outlook is less promising for others who are at risk of having their core revenue streams disrupted. As with most nascent, promising technologies, the reality needs distilling out of the hype for            and real work needs to be done on honing the positioning and messaging that will woo consumers.

Key Findings

• The need            partnerships is central to the            for           

• Despite the            surrounding            initial consumer uptake will            limited

• Converged telcos            BT, Deutsche Telekom, and Orange            focus on specific verticals such            broadcast and media

           of consumers report having a music telco bundle while            have a video telco bundle

• Music bundle            peaks in            in Sweden, while            peaks in            in the US

           threatens cable companies that depend on broadband for revenue growth by enabling telcos to offer households with fixed wireless access connections

• There is            opportunity for cable providers to            up their networks and offer            to telcos and potentially the            giants on a wholesale basis

• Content, video            will be key to communicating                       use case to consumers

• Current            challenges            need addressing include current network            energy consumption and simplifying network           

• There needs            be a reality check on            vendor-driven hype surrounding           

• The initial            business models will largely be            by enterprise use cases

• Huawei is            dominating the global            marketplace, becoming            partner of choice for many           

• As of            Huawei had shipped more than            stations to operators in Europe,            Middle East and South Korea

• Huawei also                       carriers in            countries testing or            out field trials of           

• BT Sport’s            2018 broadcast of the EE            Cup was a showcase for            integrated infrastructure and content assets                       environments

Companies and brands mentioned in this report: Amazon, Amazon Prime Video, AT&T, BT, BT Sport, Deutsche Telekom, Dolby, Dolby Atmos, EE, Huawei, Orange, Verizon, ZTE