5G, China's Story
Paid Research

5G, China's Story

Paid Research

5G, China's Story

Technology Author: Ivan Platonov Aug 31, 2020 10:44 PM (GMT+8)

ContributorsYingwei Fu, Beier Kan, Dixuan Lu, Qing Lan, Hang Yang, Zhu Peng

EditorLuke Sheehan

Pages74

CopyrightEqualOcean Intelligence

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Introduction

In this report, EqualOcean discusses the business implications of the looming wireless upgrade, estimating the value created by 5G throughout the entire technology stack and bringing up China's most important enterprises in the emerging segment. The possible effect of 5G on industries from semiconductors to consumer electronics is projected, with an investment guide into the key areas of the burgeoning ecosystem.

Highlights

  • The technology layer will present at least USD 947 billion of 5G-related investment opportunities in China over the next five years
  • The absolute dominance of smartphones, which shaped the 4G era, will be challenged by various IoT-type devices
  • We expect the local base station optical module market to add an extra USD 8 billion to the total value of the 5G ecosystem in 2020-2025
  • The nationwide demand for data storage capacities is projected to grow tenfold by 2025, creating over USD 126 billion of value in the data center field
  • The Chinese semiconductor industry, including contract manufacturers and OSAT companies, will add more than USD 231 billion to the value pool

Contents

  • 1 Introduction
  • 2 Executive summary
  • 3 China's 5G business ecosystem
  • 4 'Explain 5G as if I were 5'
  • 5 Instant winners: the technology layer overview
  • 6 Application layer stars: an investment handbook

In this report

130 companies

in the technology and the application layers to win big from the 5G rollout in China

14 market projections

across a number of areas from semiconductors to terminal devices

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About the research

EqualOcean Intelligence is the research and consulting division of EqualOcean. It provides market and investment analysis, as well as advisory services for global enterprises and public decision-makers. Widely recognized across a number of industries thanks to its service capacity and research methodology, EqualOcean Intelligence closely tracks cutting-edge technologies, applying unique frameworks and models to solve longstanding and emerging problems.

EqualOcean Intelligence's scope comprises eight major sectors: technology, consumer, healthcare, automotive, industrials, financials, communication and real estate. With over 100 experienced and qualified analysts at work, EqualOcean Intelligence is one of the few institutions delivering content in both English and Chinese, together with the requisite expertise to interpret both cultures. This rare talent mix is one of the reasons EqualOcean is widely quoted by so many top global publications.

Leveraging two major channels – EqualOcean.com and iyiou.com – and supported by a network of thousands of technology and industry experts, EqualOcean Intelligence is a highly competitive player in business analysis, in China and around the world.

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