畢馬威：2020年5G邊緣計算價值機會報告（英文版）（15頁）.pdf

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1、1The 5G edge computing value opportunity2020 KPMG International Cooperative (“KPMG International”), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International provides no client services. No member firm has any authority to obliga

2、te or bind KPMG International or any other member firm vis-vis third parties, nor does KPMG International have any such authority to obligate or bind any member firm. All rights reserved. The 5G edge computing value opportunity June 2020 home.kpmg/5G A key pillar in the global economic recovery 2The

3、 5G edge computing value opportunity Throughout this document, “we” , “KPMG” , “us” and “our” refer to the network of independent member firms operating under the KPMG name and affiliated with KPMG International or to one or more of these firms or to KPMG International. 2020 KPMG International Coope

4、rative (“KPMG International”), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International provides no client services. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-vis third

5、parties, nor does KPMG International have any such authority to obligate or bind any member firm. All rights reserved. 5G and edge computing technologies are key to the global economic recovery 5G was one of the most exciting prospects as we entered 2020, but the world has now changed forever. COVID

6、-19 has delivered a terrible blow causing loss, pain and heartache, and an economic downturn. An indisputable fact is that the need for organizations to be digital has never been greater, and 5G along with edge computing will likely play a key role in the global economic recovery. Across all industr

7、ies, our clients are telling us about the imperative to accelerate their digital transformation. Prior to COVID-19, digital had momentum everyone could see the potential. Now the need is greater, perhaps even one of survival. Connectivity plays a vital role in the evolution of digital, and this has

8、been seen in both fixed and wireless over the last decade. While the 5G business case was strong before, its even stronger now. 3The 5G edge computing value opportunity2020 KPMG International Cooperative (“KPMG International”), a Swiss entity. Member firms of the KPMG network of independent firms ar

9、e affiliated with KPMG International. KPMG International provides no client services. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-vis third parties, nor does KPMG International have any such authority to obligate or bind any member firm. All r

10、ights reserved. The deployment of 5G technology can help companies solve business challenges, reshape value chains, enhance revenue models, and optimize operations across many industries. At Mobile World Congress 2019 KPMG International presented its research from Unlocking the benefits of 5G for en

11、terprise customers. Our messages were clear and simple: The business case for 5G is far stronger in B2B than in B2C, with US$4.3 trillion of upside identified Consumers wont pay enough incrementally for 5G to cover the cost of the new networks (like we saw in 3G and 4G), therefore telcos should focu

12、s their attention on B2B The global trajectory for roll-outs will be gradual through the twenties, with private networks going first, followed by cities and then some nationwide coverage KPMG analysis by sector showed that those industries that are most geographically centralized will benefit from 5

13、G first (e.g. manufacturing) The enterprise value At MWC we said to be a leader you need to pay attention to the following five things: Think past the limitations of 4G and look at the new capabilities 5G will bring Understand 5G enterprise DNA and its ability to enable new business models Recognize

14、 timing of roll-outs will vary, and so will the creation of value Enterprise divisions need to be insight led and agile in their product creation Collaboration will be required to unlock the value drivers Source: KPMG International (2019). Unlocking the benefits of 5G for enterprise customers Edge c

15、omputing is key to unlocking the financial benefits of 5G, and in thoughtful combination 5G+Edge can create significant incremental economic value for those in the ecosystem. KPMG completed in-depth industry research with plans to launch our findings at MWC Barcelona 2020. With the event cancelled a

16、nd governments, businesses, and society as a whole responding to COVID-19, we paused to reflect on the hypothesis to determine if it was still relevant. As a result of this analysis, our view is that the imperative is perhaps greater now, and the power of 5G together with edge computing will play a

17、key role in economic recovery. What is edge computing? 4G+Cloud 5G+Edge Processing and storage in a single, centralized location Primary processing and storage moves closer to support high bandwidth devices and time-sensitive data 4G Cloud data processing 5G Edge + Edge data processing Key Drivers o

18、f Value The intersection of 5G and computing at the edge versus the cloud is core to innovative value creation and critical to the successful implementation of 5G. 2020 KPMG International Cooperative (“KPMG International”), a Swiss entity. Member firms of the KPMG network of independent firms are af

19、filiated with KPMG International. KPMG International provides no client services. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-vis third parties, nor does KPMG International have any such authority to obligate or bind any member firm. All right

20、s reserved. 4The 5G edge computing value opportunity The relevance of 5G+Edge Everywhere, anytime communications Few doubt the incredible potential of 5G. Its set to unleash the power of digital across multiple sectors, making factories, warehouses, workplaces, hospitals and homes more efficient, tr

21、ansportation faster and more convenient, and cities smarter. 5G provides the capability to support billions of connected devices transmitting huge volumes of data. Autonomous vehicles, manufacturing, transport, healthcare and many other sectors and activities will depend upon instant data transfer.

22、At the same time, were seeing the emergence of edge computing, which is moving processing power ever closer to the user, delivering the benefits of speed and latency to applications we will likely come to rely on. On current wireless networks, most data is moved to central data centers to be process

23、ed, which slows down the process. And while today most applications being used arent really impacted, with the advent of emerging technologies such as autonomous vehicles, any delay in the AI being used could be problematic. Stepping into the future to find the economic benefits is key. The potentia

24、l to dramatically improve bandwidth and latency, delivering the everywhere, anytime communications the world has been promised is here with the combination of 5G and edge computing. Gartner research* shows the proportion of enterprise-generated data processed outside a traditional centralized data c

25、enter or cloud will leap from 10 percent in 2018 to 75 percent by 2025. This is an exciting prediction showcasing the benefits of the low latency of edge computing, and the lightning speed of 5G that makes 5G and edge computing one of the most powerful technology synergies ever. * infrastructure-and

26、-operations-leaders/ The 5G spectrum There are three distinct spectrum groupings that are relevant for 5G, and each has benefits and drawbacks: Low-band spectrum (Nationwide) (sub 1GHz) Wide coverage, limited speed Ideal for extending reach (inside/around buildings) and reliability as a coverage lay

27、er in 5G deployments Mid-band spectrum (Metro Area) (between 1GHz and 6GHz) Good balance of coverage/speed Ideal for delivering Gbps data speeds to mobile users with wide RF channel bandwidth High-band spectrum (Dense Urban) (24Ghz-100Ghz known as Millimeter Waves or mmWave) High speed, limited cove

28、rage, poor indoor penetration Ideal for delivering high bandwidths and traffic density using small cells 5G Low-band Mid-band High-band 2020 KPMG International Cooperative (“KPMG International”), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG Internati

29、onal. KPMG International provides no client services. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-vis third parties, nor does KPMG International have any such authority to obligate or bind any member firm. All rights reserved. 5The 5G edge com

30、puting value opportunity 5G+Edge ecosystem When it comes to the intersection between 5G and edge computing, telcos once more have to look beyond mere connectivity and identify new ways to realize value. To bring all this to life we looked at who is in the emerging 5G edge computing ecosystem, examin

31、ed the main players, and determined how telcos can best position themselves and what they need to do to gain a larger share of the revenue. The 5G+Edge ecosystem is built on the four pillars of connectivity, hardware, software and services. A number of players are involved in developing and deliveri

32、ng these products and services to customers. They will work together, but also compete for a share of the revenue. Connectivity is the area of most obvious interest to telcos, providing fixed and wireless infrastructure and service on either public or private networks. Key players: Telcos Software p

33、roviders offer software licenses to customers, as well as embedded analytics capabilities for many hardware components. Key players: Cloud providers, ERP and software vendors, remote monitoring solution providers and specialists in analytics and big data. There is an increasing range of hardware in

34、the 5G+Edge ecosystem, much of it a part of the internet of things (IoT), including sensors, mobile devices and cloud infrastructure. Key players: Network equipment manufacturers, autonomous vehicle/robot manufacturers, AR/VR device and platform vendors, IoT producers and semiconductor companies. Ma

35、naged services and subscription- based offerings, to businesses and consumers, is a significant and growing market, as organizations digitize and technologies converge. Key players: System integrators, streaming and cloud services providers. Services HardwareSoftware Connectivity S e r v i c e s H a

36、 r d w a r e C o n n e c t i v i t y S o f t w a r e 5G+Edge Ecosystem 6The 5G edge computing value opportunity2020 KPMG International Cooperative (“KPMG International”), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International

37、provides no client services. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-vis third parties, nor does KPMG International have any such authority to obligate or bind any member firm. All rights reserved. While every sector is likely to benefit f

38、rom 5G and edge computing, we wanted to highlight the sectors where the new services delivered as a result of their combination was most illuminating. The intention wasnt just to go after the biggest dollar signs, but capture the imagination of those in the ecosystem to see the art of the possible.

39、Together with global market intelligence firm IDC, we estimated the value from 5G+Edge that can be gained through five key sectors by providing connectivity, hardware, software and services. Importantly, we kept the analysis to the next 3 years, to really bring to life that the opportunity is here a

40、nd now. The 5G+Edge difference: an industry perspective Analysis from KPMG and IDC estimates the combined market across these five sectors for connectivity, software, hardware and services to be worth more than US$500 billion by 2023. The five industries are forecast to enjoy impressive growth over

41、the next few years, driven in part by the vastly improved connectivity arising from the intersection of 5G and edge computing. The 5G+Edge opportunity The five industries are: Total addressable revenue in these five industry use cases is expected to rise from US$361 billion in 2019 to US$517 billion

42、 in 2023. This presents an ecosystem opportunity of US$517bn in 2023. 20192020 ? ? $bn 2021 2022 2023 Industrial manufacturing Environmental monitoring Gaming Connected healthcare Intelligent transportation 2020 KPMG International Cooperative (“KPMG International”), a Swiss entity. Member firms of t

43、he KPMG network of independent firms are affiliated with KPMG International. KPMG International provides no client services. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-vis third parties, nor does KPMG International have any such authority to

44、obligate or bind any member firm. All rights reserved. 7The 5G edge computing value opportunity Expanding the core By 2023, with an uptick in the adoption of 5G and edge computing, the five target industries are forecast to drive more than US$500 billion in annual revenue into the entire ecosystem t

45、hat includes connectivity, hardware, software and services. The US$517bn 5G+Edge ecosystem across just five industries Industrial manufacturing Intelligent transportation $24.3bn$206.4bn ConnectivitySoftwareHardwareServices Connected healthcare $45.3bn Environmental monitoringGaming $236.0bn$5.0bn C

46、onnectivity alone is only a modest fraction of this total approximately 11 percent, or US$55 billion. Its a sobering prospect for telcos. The dire economic impact of becoming a dumb-pipe is real and requires immediate action for those not already positioned to benefit. Connectivity alone may not be

47、enough. Telcos traditional revenue sources are barely tapping into the huge potential of 5G and edge computing. % 37% 16 9% 39% 18% % %14 48% 20 %15 11% 21% 53% % %6 29% 30 35% % % 9 25% 28 38% 8The 5G edge computing value opportunity2020 KPMG International Cooperative (“KPMG International”), a Swis

48、s entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International provides no client services. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-vis third parties, nor does KPMG International

49、have any such authority to obligate or bind any member firm. All rights reserved. The world is moving towards highly autonomous factories, where sensors analyze data from every corner and AI continuously adjusts production to meet demand. Through predictive maintenance, 24/7 asset monitoring, minimized downtime and improved safety, performance in manufacturing can be truly transformed. The end products are assessed throughout the process, to help assure the highest quality, reducing the cost of errors and helping ensure happy end