Sitemap - 2021 - Every day a 5G chart
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
FPGA critical for 5G hardware and device development
European start-ups 30% less likely to succeed than US start-ups
Join me tomorrow for the FT board room session on 5G
80%+ of health tech deals are in the US
In Japan speed is seen as the most benefit of 5G
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
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
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 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
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
LEO B2C opportunity dependent on on-premise equipment costs
5G paradox: Data Demand driven by consumers- monetization expected in B2B
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
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
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
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