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1、Brought to you by Informa TechRamona ZhaoResearch Manager,Asia Pacific Service Provider Markets 2022 Trends to Watch:Asia 2021 Omdia“5G standalone launches will drive enterprise use cases in Asia.”2021 OmdiaPage 2Ramona ZhaoResearch Manager,Asia-Pacific Service Provider Markets2022 Trends to Watch:A

2、sia|November 2021Information Classification:GeneralContents Omdia view Key messages Recommendation for service providers Trend 1:More 5G enterprise use cases will emerge in 2022 Trend 2:Fixed broadband segment is on the rise Trend 3:5G and the return of tourism will dive Asias mobile revenue growth

3、in 2022 Appendix 2021 OmdiaPage 32022 Trends to Watch:Asia|November 2021Information Classification:General050100150200250300350400202120222023202420252026Mobile service revenue,Asia,202126Mobile dataMobile voiceOmdia view In 2022,5G developments will be the dominant theme for service providers in As

4、ia.As of October 2021,11 out of 17 of Omdias tier 1 and tier 2 markets in AsiaSouth Korea,Australia,mainland China,New Zealand,Thailand,Japan,Hong Kong,Taiwan,the Philippines,Singapore,and Indonesiahave launched 5G mobile commercial services.By the end of 2022,Omdia expects that more markets,such as

5、 Malaysia and India,will launch 5G.Moreover,as more and more markets in Asia gradually commercialize 5G standalone(SA)service,5G is expected to better support enterprises solutions with its technology specialties.Omdia expects more service providers in Asia will launch 5G SA service in 2022.5G comme

6、rcial services and the economic recovery from COVID-19,such as the return of tourism,are two main factors that will contribute to the growth of mobile service revenue in Asian markets.Page 4 2021 Omdia 2021 OmdiaSource:Omdia01,0002,0003,0004,0005,0006,0007,000202120222023202420252026Mobile subscript

7、ions by generation,Asia,2021262G3G4G5G(millions)($bn)2022 Trends to Watch:Asia|November 2021Information Classification:GeneralMore 5G enterprise use cases expected in 2022.Driven by service providers continuous efforts,5G B2B services have been significantly developing in Asia in 2021.As more and mo

8、re markets in Asia commercialize 5G standalone(SA)service,we expect more 5G enterprise use cases in 2022.2021 OmdiaPage 5Key messagesFixed broadband segment is on the rise.COVID-19 has accelerated the demand of online education,remote working,and online entertainment,which will contribute to the sol

9、id growth of fixed broadband service revenue in Asia.Omdia forecastsfixed broadband subscriptions in Asia will grow to 764 million by the end of 2022.Asias mobile revenue in 2022 will be driven by 5G and tourism,led by India.Among all the major markets in Asia,Omdia believes India has the most poten

10、tial to show mobile revenue growth in 2022.Meanwhile,service revenue in the tourism-heavy markets,such as Thailand,Vietnam,Hong Kong,and Indonesia,will benefit from the return of travelers in 2022.1232022 Trends to Watch:Asia|November 2021Information Classification:GeneralService providers Be aware

11、of the huge demand for digitalization from enterprise customers.5G has the potential to address enterprises digitalization demand,which will bring business opportunity.Meanwhile,a clear identification of profitable services will be key to grow enterprise business.Proactively build extensive networks

12、 and strategic partnerships with stakeholders,including local governments,industry players,and public institutions,to make further innovation and fully unlock the business opportunities brought by 5G.Choose appropriate technology to seize the fixed broadband opportunity.Service providers should iden

13、tify the best approach to provide fixed broadband service.Particularly in markets where fiber is not easy or not economic to deploy to the home,service providers should turn to alternative options to connect unconnected households.In order to add value to fixed broadband connectivity service,service

14、 providers should proactively explore smart home applications,such as intelligent access control,safety door lock,smoke detection,fire alarm,etc.,and identify bundling strategy to combine the smart home services with fixed broadband service.Get well-positioned to the mobile revenue growth potential

15、in 2022.Most major markets in Asia will see mobile revenue growth in 2022.However,service providers still have work to do to embrace the opportunity:Service providers should strive for government support for more and timely 5G spectrum allocation.In particular,mid-and low-band spectrum will be of gr

16、eat value for service providers to achieve wider 5G network coverage,which is essential for the acquisition of more 5G customers;service providers should enhance 5G application experience to acquire larger 5G customer scale and higher customer value.Appropriate pricing and bundling strategies will a

17、lso be crucial.Key recommendations 2021 OmdiaPage 6More 5G enterprise use cases will emerge in 2022 2021 OmdiaPage 72022 Trends to Watch:Asia|November 2021Information Classification:GeneralMarketService providerDevelopmentsAustraliaTelstraTelstra,partnering with Ericsson,has unveiled plans to launch

18、 an industrial-grade,on-premises 5G wireless platform,which suits various industries,including manufacturing,transport,ports,mining,and agriculture.ChinaChina MobileAs of the end of 2020,China Mobile had created 100 group-level pilot 5G projects and over 2,000 provincial feature 5G projects for 15 i

19、ndustries.In the first half of 2021,China Mobile signed an additional 900 contracts for provincial-level feature projects.ChinaChina TelecomChina Telecom has launched a series of benchmark projects in the areas of smart factories,smart mines,smart ports,smart power grids,and smart cities.In the firs

20、t half of 2021,the number of its 5G use cases has nearly doubled compared to the end of 2020.JapanNTTIn August 2021,NTT launched Private 5G Platform(P5G),claiming to be“the first globally available private 5G Network-as-a-Service platform.”SingaporeSingtelSingtel and Ericsson have ongoing 5G solutio

21、n trials across advanced manufacturing,logistics,smart city development,analytics,and industrial automation.South KoreaKTIn July 2021,KT commercialized South Koreas first 5G SA service,which would accelerate the development of new technologies,such as autonomous driving and smart factories.More 5G e

22、nterprise use cases will emerge in 2022 So far,Asian service providers have been focusing efforts on promoting 5G applications in various key industries,including manufacturing,agriculture,energy,and transportation.As of October 2021,many Asian markets,including Australia,China,Japan,Hong Kong,Singa

23、pore,and South Korea,have commercialized 5G SA services,which benefits the development of 5G enterprise use cases.Local governments are planning more 5G spectrum allocation to drive new 5G services.The South Korean regulator will allocate 28GHz and sub-6GHz spectrum in November 2021 to promote 5G se

24、rvices.Notably,non-telco company players are allowed to apply for 5G spectrum for the first time in that market.Service providers implemented organization structure change led by enterprise focus.Singtel announced a reorganization of its structure to capture new digital growth,taking effect from Jan

25、uary 1,2021.Key to this is the creation of a new portfolio under its Group Enterprise division,dedicated to driving 5G enterprise business across the region.In 2022,driven by service providers continuous efforts,and with more commercial SA services,we expect more encouraging developments on 5G enter

26、prise services will be made in Asia.Page 8 2021 Omdia 2021 OmdiaSelected service providers developments with regards to 5G enterprise servicesSource:Omdia2022 Trends to Watch:Asia|November 2021Information Classification:GeneralPlayer typeWhat will the impact be?Impact ratingHow should players respon

27、d?Service providersAs markets in Asia gradually commercialize 5G SA service,5G is expected to better support enterprises solutions with its technology specialties.More 5G enterprise use cases can be expected in the next few years.Service providers should note that theres huge demand for digitalizati

28、on from enterprise customers,while the integration of digital technologies,including 5G,cloud,and artificial intelligence,has the potential to address enterprises digitalization demand.Service providersCollaboration is key to building 5G enterprise use cases.As 5G applications rise for many industri

29、es,it becomes clearer that service providers cannot create and manage everything by themselves.To fully unlock the business opportunities brought by 5G,service providers should proactively build extensive networks and strategic partnerships with local governments,industry players,and public institut

30、ions,to make further innovation.Service providersSo far,service providers have trialed 5G use cases in various industries to drive the 5G usage.But many 5G use cases are very much tailored to unique clients requirements,or not generating much profit due to high cost.In order to grow business,service

31、 providers should identify the 5G enterprise use cases that can generate the most commercial value as early as possible,and strive to fast replicate the profitable 5G use cases to turn them into scalable business.Enterprise revenue has the potential to drive 5G revenue growth 2021 OmdiaPage 9Fixed b

32、roadband segment is on the rise 2020 OmdiaPage 102022 Trends to Watch:Asia|November 2021Information Classification:General 2021 OmdiaPage 11 COVID-19 has accelerated the demand of online education,remote working,and online entertainment,which will contribute to the solid growth of fixed broadband se

33、rvice revenues in Asia.Omdia forecasts fixed broadband subscriptions in Asia will grow to 764 million by the end of 2022,and 840 million by the end of 2026.Fiber will strengthen its domination.Various governments in Asia,such as Australia,New Zealand,Singapore,Malaysia,and China,have released docume

34、nts to highlight the importance of fiber development.Omdia forecasts fiber will account for approximately 87.2%market share in the fixed broadband segment by 2022.Fixed wireless access is a rising technology as it plays an increasingly important role in keeping people connected,particularly in marke

35、ts such as the Philippines,where fiber is not easy to be deployed.We expect fixed wireless subscriptions to represent 2.1%market share in the fixed broadband segment by 2022,up from 1.9%in 2021.Driven by the increasing fixed broadband subscriptions,and the upgrading of fixed broadband services,fixed

36、 broadband service revenue in Asia will see continuous growth in 2022,all the way to 2026.66.4%69.8%75.1%0%10%20%30%40%50%60%70%80%90%100%0100200300400500600700800900202120222026Fixed broadband subscriptions,Asia,202126Cable modemDSLFWAFiber ChinaFiber other marketsOtherHousehold penetration 2021 Om

37、diaSource:OmdiaGrowth expected in fixed broadband segmentMillionsFixed broadband household penetration(%)2022 Trends to Watch:Asia|November 2021Information Classification:GeneralPlayer typeWhat will the impact be?Impact ratingHow should players respond?Service providersThe digital trend has been has

38、tened by COVID-19many people are shifting to various non-contact ways of working,learning,and entertainment,which highlights the importance of fixed broadband connectivity.Service providers should choose appropriate technology to seize the fixed broadband opportunityidentifying the best approach to

39、provide fixed broadband service.Particularly,in markets where fiber is not easy or not economic to deploy to the home,service providers should turn to alternative options to connect unconnected households.Network vendorsAs the fixed broadband network deployment will continuously improve,fixed broadb

40、and network vendors have good chances to support service providers deploying their wider fixed broadband networks.Vendors who can provide service providers with tailored network solutions to plan network coverage while balancing the cost,and network experience based on each service providers status,

41、will have the best chance to secure the deal.Service providersBased on the fixed broadband connectivity,service providers have the opportunity to develop new applications,such as various smart home services,and add value to the basic connectivity service.Service providers should proactively explore

42、new home applications,such as intelligent access control,safety door lock,smoke detection,fire alarm,etc.,and identify bundling strategy to combine the smart home services with fixed broadband.Service providers should go for the fixed broadband opportunity with appropriate strategy 2021 OmdiaPage 12

43、5G and the return of tourism will drive Asias mobile growth in 2022 2021 OmdiaPage 132022 Trends to Watch:Asia|November 2021Information Classification:GeneralIndia has good growth potential in 2022Page 14 2021 OmdiaSource:OmdiaNote:lease refer to WCIS(World Cellular Information Service)for the lates

44、t figures.2021 Omdia Among all the major markets in Asia,Omdia believes India has the most potential to show mobile revenue growth in 2022.Indias mobile sector has seen encouraging growth in the last two years,as the price competition from leading mobile operators eased.Omdias latest mobile subscrip

45、tions and revenue forecast,published in November 2021,pushed Indias 5G launch to 2H22 due to the delay of the 5G spectrum auction.Omdia expects 5G to contribute further to Indias mobile revenue growth in 2022,as early 5G leaders in Asia,such as South Korea and China,have reported positive results dr

46、iven by increasing 5G customers.Mobile revenue in the tourism-heavy Asian markets,such as Thailand,Vietnam,Hong Kong,and Indonesia,will benefit from the return of travelers in 2022.Their mobile service revenue has been significantly impacted due to COVID-19 and travel restrictions.But as many market

47、s gradually reopen their boarders,the growth is likely to return in 2022.Myanmar is the only tier 2 market in Asia that will likely see a slip of mobile service revenue in 2022,due to the unstable domestic environment.Telenors announced sale of its mobile operation in Myanmar also suggested uncertai

48、nties in the market.-1%0%1%2%3%4%5%MyanmarSingaporeJapanAustraliaPhilippinesTaiwanMalaysiaSouth KoreaIndonesiaHong KongNew ZealandVietnamThailandIndia2022 vs.2021 growth rate of mobile service revenue,selected markets in Asia2022 Trends to Watch:Asia|November 2021Information Classification:GeneralPl

49、ayer typeWhat will the impact be?Impact ratingHow should players respond?Service providersSo far,5G network coverage in Asia is still quite limited compared to 4G networks.Mid-and low-band 5G spectrum is vital for service providers to achieve 5G network coverage,which lays the foundation for 5G adop

50、tion.Moreover,in a market such as India,5G commercialization has been delayed due to spectrum allocation.Service providers should make the best effort to seek government support for 5G spectrum allocation.With the exception of C-band,which is a popular 5G spectrum band for 5G commercial services in

51、Asia,lower spectrum band will be particularly valuable for service providers to achieve wider 5G network coverage.Service providersIn Asia,AR/VR,Ultra HD,and cloud gaming are the major 5G consumer applications launched by service providers.Interesting 5G application has the opportunity to cultivate

52、users 5G usage habits and drive 5G adoption.Service providers should partner with application/content vendors to introduce more compelling content and enhance 5G application experience to acquire larger 5G customer scale and higher customer value.Starting the forging partnerships with metaverse comp

53、anies will be a good investment for the future.Application vendors/content playersApplication vendors/content players will have the opportunity to collaborate closely or merge with service providers in the 5G era.Vendors should aim to produce compelling content that can leverage 5G technology specia

54、lties.Those that can seize the 5G opportunity will have the chance to tie up with service providers.Work to do in order to embrace the growth opportunity 2021 OmdiaPage 15Appendix 2021 OmdiaPage 162022 Trends to Watch:Asia|November 2021Information Classification:GeneralAppendix 2021 OmdiaPage 17Meth

55、odologyData and information of this Trends to Watch report are based on Omdias research and data tools,which are available at the Omdia Knowledge Center and Forecaster.Further sources include a combination of reports and data as published by operators/service providers.Further reading2021 Trends to

56、Watch:Asia(October 2020)AuthorRamona Zhao,Research Manager,Asia-Pacific Service Provider M2022 Trends to Watch:Asia|November 2021Information Classification:GeneralAppendix 2021 OmdiaPage 18Omdia ConsultingWe hope that this analysis will help you make informed and imaginative business decisions.If yo

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