5G, China's Story

Publication ID:

EQO0820002

Publication Date:

August 31, 2020

Pages:

Publisher:

EqualOcean

Countries:

China [1]

USD 500.00

Telecom [2]

Country Overview (Telecom) [3]

5G [4]

Description:

In this report, discusses the business implications of the looming wireless upgrade, estimating the value created by 5G throughout the entire technology stack and bringing up China's most important enterprises in the emerging segment. The possible effect of 5G on industries from semiconductors to consumer electronics is projected, with an investment guide into the key areas of the burgeoning ecosystem.

Highlights
- The technology layer will present at least USD 947 billion of 5G-related investment opportunities in China over the next five years
- The absolute dominance of smartphones, which shaped the 4G era, will be challenged by various IoT-type devices
- We expect the local base station optical module market to add an extra USD 8 billion to the total value of the 5G ecosystem in 2020-2025
- The nationwide demand for data storage capacities is projected to grow tenfold by 2025, creating over USD 126 billion of value in the data center field
- The Chinese semiconductor industry, including contract manufacturers and OSAT companies, will add more than USD 231 billion to the value pool

Table Of Contents:

1 Introduction
2 Executive summary
3 China's 5G business ecosystem
4 'Explain 5G as if I were 5'
5 Instant winners: the technology layer overview
6 Application layer stars: an investment handbook

List of Tables
130 companies from the technology and the application layers to win big from the 5G rollout in China
14 market projections across a number of areas from semiconductors to terminal devices

List of Figures

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Unless a Enterprise License is purchased, a Single User License must be purchased for every person that wishes to use the publication within the same organization.
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These users cannot share the publication (or any information contained therein) with any other person or persons outside the corporate location for which the publication is purchased.
Unless a Enterprise License is purchased, a Site User License must be purchased for every corporate location by an organization that wishes to use the publication within the same organization.
Customers who infringe these license terms are liable for a Global license fee.

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Global License (PDF)*

This license allows for use of a publication by unlimited users within the purchasing organization e.g. all employees of a single company.
Each of these people may use the publication on any computer, and may print out the report, but may not share the publication (or any information contained therein) with any other person or persons outside of the organization.
These employees of purchasing organization can include information given in the publication in presentations and internal reports by providing full copyright credit to the publisher.

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5G, China's Story

Single User License (PDF)

Site License (PDF)*

Global License (PDF)*