5G將重塑智能手機和物聯網產業 Counterpoint Research.pdf

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1、Counterpoint5G tto Boost Development in Smartphone and loT#page#JanStryjakPeterRichardsonJeff FieldhackSJLimKoreaUSANamleonBulding8F#8404SanDieg682YeoksamRancho SantaGangnam-kuSanDiego,CA9206Le0SeoulRichardwindsorUnited KingdomGreat ChinaSuite 1562.KempHouse/152-160CiiyTowerA，GTC.Bejing.100013Road.L

2、ondonTaipei City.Taivan20FCentralTower.70QueensIndiaArgentinaRoad，Central.HongKongA201Mahavir，RaviAvenda Santa Fe 2483IndCompound.L.B.S2BCABA1123.Marg.ThaneEthanQiArgentinaTina LuVIATarun PathakNeil ShalBrady WangDC.CMRCounterpoint#page#Mobile devicesComponentsInternet of Things(IOT）Smartphones，feat

3、urephones，Consumer loT.Business loTChipsets，RF，BatterySensorsCamera，tables，notebooketc.（industrialsandverticals).Public loTManufacturing（ODMs，EMS).etcModel trackingand forecastSellinand Sellthrough?XOther EngagementsOur coverage areasGlobal Analyst SupportConsulting.StrategicAdviser，depends on your

4、requestWhitePaper&moreEmerging TechSmart AutomotiveConsumer LensOpportunities (ETO）Primary Consumer,CustomerPassenger/Commercial/Electric/AutonomousVehices，MicromobilitySurveys，AppAnalysis5G.Al.eSM.connectedcars，SharedMobilitydrones.AR.VRetcCounterpoint#page#5G5G5Gis NOWisNOW5G5Gis NOW5GsNOWis NOis

5、NOWWell5G Ecosystem is ProgressingG Counterpoint#page#100+ 5G Networks in Live Commercial ServiceThe COVID-19 pandemic was slowing down 5Gnetwork deploymens，primarily due to constrains ofconstruction activiies，equipmentsupplyas wellaspostponed5Gspectrumauctions.Meanwhile，soclalphyslca distancng ands

6、tayathomehadhighightedtheimportanceofmobileinfastructurealsoencourage 5G innovations aroundvirtualexperience economyIn this pointthe pandemicis likely toaccelerate the 5G growth in the long runUnder the guidance of“5GAction Plan，5Gserviceis expected to belaunched in allEU Member States by theend of

7、2020129 commercial 5G networks worldwide as of October 15m56GobePacitAsla&Middle East路US&AfricaCounterpoint#page#5G Mobile Subscriptions will Surpass 1.7 Billion in 2023Quarters to reach 17 milion connections5Ghad madeagoodstartitoutpaced4Gin thenumberofsubscrptions during eachinitial rolloutperiodA

8、sthenetworksrapidlyspread.theglobalvolumeof5G subscription willsurpass1.7bilionin 2023，primarily driven by5Gpioneermarkets，i.e.EastAsia，NorthAmerica，andEuropeMobile Service Subscriptions by Region & Technology (%），2019/2023Rest ofAsia 8IndiaChinaWestern EuropeLatin AmericaEastern EuropeNorth America

9、Oceania00NCounterppoint#page#5G Spectrum Deployments in Pioneer RegionsAssuring the sufficentspectum in low.midand high bands is critical to address the appication and perorance requirements expectedof5GLow bands in favor ofdeep and remote coverage with relatively low hroughputMid bands working as t

10、he baseline capacity layerattributable to higher traficrate，broader spectrum and potential rearming of LTE spectrm.C-BAND（3.43.8GHz)is heprimary band for pioneer5Gdeploymentin mostregionsworldwideHighbandswith largeamounts ofnewspectrumprovide the highestdatarates andtaficcapacitybutimitedcoverage.p

11、artially offsetby massiveMIMOtechnology-Inviewofthis，anextensivepushtowards5Gspectrumallocation hadbeen madebothbelowandabove6GHzDSS + Flexible Carrier Aggregation5G spectrum assigned and deployed in pioneer regions:eAeMuuSouth KoreJapanEuropeLocalizedcoveragn1.2020+n2，2020n78，2019n77.2020Highestcap

12、actyn7.2020+n257，2020n78,2020n5，2020Mid-band:n28，2020n79，2020n12，2020+Widecoveragen78,2019n257.2020n41.2019China中中中中中中味n257，2020+n66，2020n28，2020+n71.2019n258，2020n41，2019AULow-bandWidercovergen78,2020n78，2019n78，2019n258.2020n79，2020n257，2020+1n260.2019n258，2020+n258，2020+n261.2019CoverageCounterpp

13、oint#page#5G Has a Strong Ecosystem- Qualcomm & Hisilicon marching to one-stop solution億SOC/ ModemwwojonoSnMSUNGUHISOC億HEDLATEKUHISOCRF TransceiversQualcomSAMSUNG口固在圖在么山LNAQualcomQOrVOSKYwORKsmRalgQualcomFiltersTAIYO YUDENQorvOSKYWORKSTDKwRato56憶PAQualcowQorvoSKYwoRks恒QualcommmRataSwitchesQorvoskwoR

14、ksAntennaQualcomQOrVOSAMSUNG高QualcowTFEMQonVOsivwomismnRata讓SAMSUNGMEDMTEICQualcowPower TrackerCounterpoint#page#5G-capable Chipsets Continue Evolving through 2020Sub-6GonlymmWave+Sub-6GSAMSUNGlExynos930SAMSUNGExyn051232019H2SDM765765G0810之數Kirin 8202020H1Kirin985w822020H2Counterpoint#page#5G5G5Gis

15、NOWisNOW5G5Gis NOW5GsNOWis NOis NOW5G SmartphoneShipmentsRamp upG Counterpoint#page#2020 5G Smartphone Market by BrandAround 240 million5Gsmartphones to be shippedin 2020心m！OPPOvivoSnMSUNGCouunterpoint#page#5G Spreads to Lower Price Tiers54005200Supportissub-6GonlyandsimplifiedRFsubsystemHigherinteg

16、rationeasethecomplexityofdesignChipsetvendorsbring5GtomidtolowendSoCplatformsCompetition Up.Cost DowmS1002020Q22020Q12020Q32020Q4Counterppoint#page#5G Phones to Grow Faster Than 4G Phones04G5G（AferCOVID-19）1500But weraisinour long-termforecasts on5Gcompared toouDec 16.20191200forecastShipments(Milli

17、onsofUnits）900We are loweringslightlycompareto ourDec 162019forecas600300Year2Year3Year6Year 1Year4Year5Counterpoint#page#5G Shipments Scale Up from 2020 OnwardsTopThree5GSmartphoneMarkets，2020vs.202460.3%15.7%4.3%2020202433.9%14.8%2.291.80080.0%5GSmartphones（Milions）TotalSmartphones（Miions）O%Penetr

18、ation72.1%1.50060.0%1.200040.0%0020.0%3D01.2%0.0%20192020日2021F2024F2022F2023FCounterpoint#page#5G5G5Gis NOWisNOW5G5Gis NOW5GsNOWis NOis NOWOpportunitiesSmartphoneBeyond G Counterpoint#page#5G Enables loT Applications Never Possible BeforeeMBBenhanced Mobile Broad BandBenefitingHigh quality contentP

19、eople（AR,VR and Games）Smart homeMedical RoboticsRemote MonitoringDigitalizingFuture IMTSmart ManufacturingSmart CityIndustryAsset TrackingAutonomous VehiclesPredictiveURLLCConnectedmMTCDigitalizingMaintenanceultra Reliable &DronesmassiveMachineGovernanceLow Latency CommunicationType CommunicationCou

20、nterpoint#page#5G 8 loT:Applications by Latency vs BandwidthContent&Media1000msloTBasedApplicationsLatency and Bandwidth parameters areSmart AgriculturApplicationsWearableskey to define and drive differentapplications in5GSensorNetworks100ms(Smart Cities otMostof heavy andadvancedcontent-Smant Grids

21、 jUtiliteMission Critical（su）6based applications can be driven by 5GApplicationsK5UR15specsMission Critical Applications will be-Cal（FWA）driven by R16 based 5G NR architectureLTE Notworks店Key Mission Critical Applications includeautonomous cars，real-time gaming，ARremotesurgeryandlatency-freeXRDrones

22、orise Video Calin（Extended RealityRomoteSurgery創Real-TimeGam1oMbps100Mbps1GbpsBandwidth（Mbps）Counterpoint#page#5G to be Deployed in Phases Unlocking New Technologies & Use-CasesR15:A Milestone for eMBB ExperienceR16:A Platform Serving AIl Industries口SOG心度海路BPhasel:eMBBPhase ll:eMBB +URLLC+ mMTC3lteL

23、te5GStandaloneNonStandaloneStandalone (SA），5GCNonStandalone (NSA），Native CloudLTE CoreNetwork SlicingCU-DU SplitCloud-RANMassive MIMOMECSpectrum SharingIntelligenceUL&DL Decoupling動iSpectrumNRImprovementVertical Digitalization3GPpStandardization Timeframe202020182021Rel.16Rel17Rel.15Counterpoint#pag

24、e#Rise of Edge Computing to Unleash the Full Potential of 5G loTCPE/Gat88TLavel4（Level3酒用BVEG（Edsclo（Edge）Latency andquickresponseHigh security and reliabilityDistributedcomputing andstorageEdge-CloudSynergy004Chipse OEMsChipsatOEMInteligence atcloud.edgeandendpointsCPEOEMsDvice OElHarcware VandonGe

25、tting analytics close to end usersloTEotApplications deployedin networkTaCONCo-LOCCounterpoint#page#From Personal to Social & Business TransformationGlobal CellularDevicesInstalled BaseCelular HandsetCelular loTlor boM2M ErdlloE EraNB-lofBreakouPersonal Transfomatiot301年20112012201620172023303202620

26、27201Counterppoint#page#Devices Connected to 5G Network will Reach up to 14Bn in 2030Devices:5BnPhones*2BnCities”2BnAR/VR/MR700MnCompute500MnAdvertising&Entertain1BnAutomobile&Transport 300Mn4G5GDigital Transformation口Wearables15MnEverythingConnected&IntelligenceDrivenat Cloud orEdge中割春M2M50MnHome，R

27、etail&Enterprise3BnManufacturing1BnEnergyAgrculture& OtherslBnCounterpoint#page#Global Cellular loT Connection Composition by Technology2G loT Connection3GloT Connection202520251H2018NB-loTConnectionLTE-MConnection水Counterpoint1H20181H20182025Technology/MarketResearch5G loT Connection4GloTConnection0%1H20182021H2018Counterppoint#page#ThankYou