Sitemap - 2021 - Every day a 5G chart

B2C 5G Pricing

EU B2B funding ecosystem - critical enabler realize 70% of the 5G value related to B2B

EDGE compute use case that might drive 5G demand

Getting return from IoT investment requires scale in use cases

EU B2B start-up ecosystem (critical enabler for 5G monetization) substantial more capital efficient than US

FPGA critical for 5G hardware and device development

Serverless versus Containers

European start-ups 30% less likely to succeed than US start-ups

Join me tomorrow for the FT board room session on 5G

5G investments required in a period where operators are struggling to keep returns above cost of capital

80%+ of health tech deals are in the US

In Japan speed is seen as the most benefit of 5G

Segments for 5G laptops

Barriers to get non internet users on line

Lack of funding now top constraint in Industy 4.0 adoption

The case for 5G connected devices in Healthcare

The case for 5G enabled laptops

In Japan global vendors have outpaced the domestic players in number of 5G patents

Industry 4.0/ I-IoT barriers for adoption - funding, skills and complex technology landscape

Telehealth opportunity accelerated due to Covid-19

Break down of VR/AR Market - most value in video games

Focus for Industry 4.0 coming from our recent Industry 4.0 survey - improving connectivity clear priority

AR/VR US$ 100 billion by 2025

Telehealth US$ 250 billion in US alone

Japan see most 5G value in connected cars

IoT - while higher value creation than expected -headwinds have delayed adoption

Public Sector & Utilities Edge Compute examples

Pioneer markets will realize above fair share of 4-US$ 6 Trillion GDP benefit from advanced connectivity

Edge compute use cases - Mobility

20% of users drive 60% of traffic

Happy Easter - no slide today - watch my IoT video instead - next week back to regular program

US$ 175 Billion Advanced Connectivity Smart Monitoring Opportunity - Largest in Agri Sector

5G will enable US$ 250 billion GDP value capture in Oil&Gas by 2030

5G will help to cut the unconnected share of global opportunity by half to 20% by 2030

EDGE compute HW opportunity between US$ 175- 215 Billion

5G use cases in Aircraft maintenance

US telehealth opportunity US$ 250 billion

5G impact on GDP expected to be US 4-6 Trillion - US$ 1.2-2 billion in 4 industries, 70/80% in use cases already possible with todays technology

5G IoT growth in waves - and will take time to scale

60% of US$ 6 trillion connectivity value capture through productivity, 40% via top line growth

Oil & Gas has US$ 250 billion advanced connectivity opportunity by 2030

only 25% of 5G IoT modules sold need full 5G capability

Connectivity penetration in cars will increase - however 5G uptake is slow

Business case is biggest challenge for 5G roll-out - especially in Europe

Operators are going ahead with 5G network roll-out, but are behind in defining commercialization strategies

90% of operators see role for Neutral Hosts in 5G roll-out

5G has advantages over WiFi however at higher costs

Example health 5G/IoT use case

Oil & Gas is under leveraging its connectivity

Consideration to use 5G in defense

Comparing 5G with other I-IoT technologies

Opportunities to decrease Telco energy consumption

Agri's US$ 500 billion 5G opportunity - mostly in fruit/vegetables and cereals/grain

By 2030 - 70% of connections are M2M, but only 12% of traffic

5G Manufacturing use cases

LEO B2C opportunity dependent on on-premise equipment costs

5G Network Cost Split

5G paradox: Data Demand driven by consumers- monetization expected in B2B

Demand could outstrip supply fo nongeosynchronous satellite data - if Consumer Market will get unlocked

Video key driver behind traffic growth - 22 times current use by 2030

Data explosion could drive up RAN expenditure by 60-300%

Industry 4.0 biggest driver behind "real" 5G IoT use cases

The business case has been the biggest challenge for operator rolling our 5G

Network Leadership and CEX key driver beyond 5G roll-outs

Technology split of 5G IoT modules

5G IoT component price developments

80% of IoT use cases do not require 5G - however initial focus will be on use case that need 5G

Network Sharing can reduce 5G roll-out cost with up to 40%

5G IoT Component market to grow to US 6.4 Billion by 2030

Key agri advanced connectivity use cases

Wide range of impact observed in Industrial IoT use cases

Financial Position of Operators and their ability to invest in advanced connectivity varies sharply by region

Industrial IoT Framework

Oil&Gas: Advanced Connectivity will create most value in onshore assets

Connected Car penetration varies by region - EU leading the pack

Industrial IoT will be US$ 500 billion market by 2025

90% of operators expect neutral hosts to play in role in their 5G strategy

60% of operators see business case as biggest challenges in their 5G strategy

Connectivity providers in most markets need more than organic growth to support capital investments for 5G

US$ 2 trillion of value creation by 2030 by connecting unconnected population with 4G/5G/LEO

5G in Defense - mix of technologies needed to enable tactical use

Five hurdles that hold back capturing the US$ 6 Trillion GDP

60% of US$ 6 trillion connectivity value capture through productivity, 40% via top line growth

20% of users, 60% of data

US$ 175 Billion Advanced Connectivity Smart Monitoring Opportunity - Largest in Agri Sector

5G enabled IoT devices sales concentrated in Manufacturing sector

US$ 250 Billion 2030 Advanced Connectivity Opportunity

5G - US$ 500 billion GDP by 2030 in Agri

5G chart of the day